Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Chief Accounting Officer | August 16, 2026 | August 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
agilon health, inc.
Report date August 16, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,152 |
Reported balance
After 2026-08-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-16 · Tax withholding · Disposed 17 · Balance 14,152 F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale.
F2: Includes restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 16, 2026 Filed Aug 18, 2026 21:44 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 17 | $96.90 | $1,647.30 |
DisclosureSEC source: 0001628280-26-057781 · wk-form4_1787089488.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,152 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 24, 2026 Filed May 28, 2026 00:08 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 8 | $86.39 | $691.12 |
DisclosureSEC source: 0001628280-26-038601 · wk-form4_1779926884.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,169 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 15, 2026 Filed Apr 17, 2026 00:08 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 122 | $26.88 | $3,279.36 |
DisclosureSEC source: 0001628280-26-025588 · wk-form4_1776384491.xml · nonDerivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,177 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2026 Filed Apr 17, 2026 00:08 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 25 | $22.68 | $567.00 |
DisclosureSEC source: 0001628280-26-025588 · wk-form4_1776384491.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,299 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 23:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023766 · wk-form4_1775259503.xml · nonDerivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,324 F3 · shares: Restricted stock units that vest in three equal installments on each anniversary of April 1, 2026, subject to continued employment. F4 · balance_after: Includes restricted stock units. Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 23:38 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 266 | $9.75 | $2,593.50 |
DisclosureSEC source: 0001628280-26-023766 · wk-form4_1775259503.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,324 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. Read SEC document |
| August 16, 2025 Filed Aug 19, 2025 21:39 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 406 | $1.11 | $450.66 |
DisclosureSEC source: 0001990304-25-000006 · wk-form4_1755639561.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,752 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 24, 2025 Filed May 28, 2025 21:35 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 193 | $2.22 | $428.46 |
DisclosureSEC source: 0001628280-25-028211 · wk-form4_1748468129.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,158 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 00:49 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 3,022 | $5.53 | $16,711.66 |
DisclosureSEC source: 0001628280-25-018096 · wk-form4_1744850942.xml · nonDerivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,351 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2025 Filed Apr 17, 2025 00:49 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 662 | $5.60 | $3,707.20 |
DisclosureSEC source: 0001628280-25-018096 · wk-form4_1744850942.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,373 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 23:37 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 96,154 | $0.00 Strike: $4.08 | $0.00 |
DisclosureSEC source: 0001628280-25-016680 · wk-form4_1743723448.xml · derivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,154 Underlying: Common Stock · 96,154 shares Expires 2035-04-01 F3 · derivative.exercise_date: Options that vest in three equal installments on each anniversary of April 1, 2025, subject to continued employment. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 23:37 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 61,275 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016680 · wk-form4_1743723448.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,035 F1 · shares: Restricted stock units that vest in three equal installments on each anniversary of April 1, 2025, subject to continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| August 16, 2024 Filed Aug 20, 2024 21:33 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 405 | $4.85 | $1,964.25 |
DisclosureSEC source: 0001628280-24-037927 · wk-form4_1724189573.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,947 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| May 24, 2024 Filed Dec 20, 2024 23:05 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 187 | $6.09 | $1,138.83 |
DisclosureSEC source: 0001628280-24-052272 · wk-form4_1734735905.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,760 F1 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 15, 2024 Filed Apr 18, 2024 01:40 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 69,189 | $0.00 Strike: $4.46 | $0.00 |
DisclosureSEC source: 0001628280-24-016657 · wk-form4_1713404406.xml · derivative · entry 3 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,189 Underlying: Common Stock · 69,189 shares Expires 2034-04-15 F4 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment. Read SEC document |
| April 15, 2024 Filed Apr 18, 2024 01:40 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 42,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-016657 · wk-form4_1713404406.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,162 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2024 Filed Apr 18, 2024 01:40 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 810 | $4.95 | $4,009.50 |
DisclosureSEC source: 0001628280-24-016657 · wk-form4_1713404406.xml · nonDerivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,352 F3 · shares: Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the restricted stock units and does not represent a sale. F2 · balance_after: Includes restricted stock units. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 8,750 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · derivative · entry 6 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 8,750 shares Expires 2030-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: These options were granted on July 29, 2020, and became vested as of June 29, 2023. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 17,500 | $0.00 Strike: $8.99 | $0.00 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · derivative · entry 5 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 17,500 shares Expires 2030-07-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: These options were granted on July 29, 2020, and became vested as of June 29, 2022 and June 29, 2023. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 8,750 | $18.61 | $162,837.50 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · nonDerivative · entry 4 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,121 F2 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.61 to $18.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.60 to $18.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 8,750 | $4.50 | $39,375.00 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · nonDerivative · entry 3 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,871 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 17,500 | $18.62 | $325,778.25 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · nonDerivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,121 F2 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.61 to $18.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $18.61 to $18.62, inclusive. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth above. F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 11, 2023 Filed Sep 13, 2023 22:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 17,500 | $8.99 | $157,325.00 |
DisclosureSEC source: 0001019056-23-000347 · gertsch.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,621 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:18 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 9,709 | $0.00 Strike: $17.85 | $0.00 |
DisclosureSEC source: 0001209191-23-046532 · doc4.xml · derivative · entry 2 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,709 Underlying: Common Stock · 9,709 shares Expires 2033-08-16 F3 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of August 16, 2023, subject to continued employment. F3 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of August 16, 2023, subject to continued employment. Read SEC document |
| August 16, 2023 Filed Aug 18, 2023 20:18 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 5,603 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046532 · doc4.xml · nonDerivative · entry 1 Gertsch Timothy · CIK 0001990304 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,121 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of August 16, 2023, subject to continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.