Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Chief Accounting Officer | April 14, 2022 | September 29, 2022 |
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 April 14, 2022 · Filed September 29, 2022 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,365 |
Reported balance
After 2022-04-14 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2022-04-14 · Tax withholding · Disposed 334 · Balance 5,365 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Astrana Health, Inc.
Report date August 07, 2026 · Filed August 11, 2026
Section 16 reporting ended · disclosed 2026-08-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,246 |
Reported balance
After 2026-08-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-07 · Disposition to issuer · Disposed 11,793 · Balance 2,246 F1: Represents the surrender of unvested time-based and performance-based restricted stock that was forfeited in connection with the reporting person's retirement from his positions with the Issuer. F2: Includes 1,300 shares of restricted stock that will vest on an accelerated basis in connection with the reporting person's retirement from his positions with the Issuer, subject to his execution of a release of claims. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the surrender of unvested time-based and performance-based restricted stock that was forfeited in connection with the reporting person's retirement from his positions with the Issuer.
F2: Includes 1,300 shares of restricted stock that will vest on an accelerated basis in connection with the reporting person's retirement from his positions with the Issuer, subject to his execution of a release of claims.
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 07, 2026 Filed Aug 11, 2026 21:09 UTC | Astrana Health, Inc. ASTH · Entity 4538 | Disposition to issuerCommon Stock | 11,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-26-094142 · tm2620548-2_4seq1.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Former Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,246 F1 · shares: Represents the surrender of unvested time-based and performance-based restricted stock that was forfeited in connection with the reporting person's retirement from his positions with the Issuer. F2 · balance_after: Includes 1,300 shares of restricted stock that will vest on an accelerated basis in connection with the reporting person's retirement from his positions with the Issuer, subject to his execution of a release of claims. Read SEC document |
| March 26, 2026 Filed Mar 30, 2026 21:30 UTC | Astrana Health, Inc. ASTH · Entity 4538 | Tax withholdingCommon Stock | 662 | $24.27 | $16,066.74 |
DisclosureSEC source: 0001104659-26-036820 · tm2610061-1_4seq1.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,039 F1 · shares: Represents the surrender of shares to offset against tax withholding obligations associated with certain shares of restricted stock that vested on March 26, 2026. F2 · balance_after: Includes the following shares of restricted stock, which will vest as follows (in each case subject to continuous employment with the Issuer): (i) 4,824 shares, which will vest in three equal annual installments beginning on March 26, 2027; and (ii) 8,269 shares, which will vest subject to the achievement of certain performance goals. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 10:17 UTC | Astrana Health, Inc. ASTH · Entity 4538 | GrantCommon Stock | 8,269 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-028974 · tm2510573-2_4seq1.xml · nonDerivative · entry 2 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,701 F2 · shares: Restricted a grant of performance-based restricted stock. Provided the Reporting Person is still employed with the Issuer on the date of vesting, the shares will vest subject to the achievement of applicable performance goals and applicable time-based conditions. F3 · balance_after: Includes the following shares of restricted stock, which will vest as follows (in each case subject to continuous employment with the Issuer): (i) 6,432 shares, which will vest in four equal annual installments beginning on March 26, 2026; and (ii) 8,269 shares, which will vest subject to the achievement of certain performance goals. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 10:17 UTC | Astrana Health, Inc. ASTH · Entity 4538 | GrantCommon Stock | 6,432 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-028974 · tm2510573-2_4seq1.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,432 F1 · shares: Represents a grant of restricted stock. Provided the Reporting Person is still employed with the Issuer on the date of vesting, the shares will vest in four equal annual installments beginning on March 26, 2026. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 20:59 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 8,025 | $0.00 Strike: $23.07 | $0.00 |
DisclosureSEC source: 0001209191-22-025022 · doc4.xml · derivative · entry 2 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,025 Underlying: Common Stock · 8,025 shares Expires 2032-04-14 F3 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2022, subject to continued employment. F3 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2022, subject to continued employment. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 20:59 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 2,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025022 · doc4.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,699 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 14, 2022, subject to continued employment. F2 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2022 Filed Sep 29, 2022 20:11 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 334 | $23.07 | $7,705.38 |
DisclosureSEC source: 0001209191-22-051531 · doc4a.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,365 F1 · kind: 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 |
| November 04, 2021 Filed Nov 12, 2021 21:17 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 150,000 | $0.00 Strike: $7.57 | $0.00 |
DisclosureSEC source: 0001209191-21-064172 · doc4.xml · derivative · entry 3 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 150,000 shares Expires 2029-02-02 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. F2 · derivative.exercise_date: These options were granted on February 9, 2019, and fully vested on September 14, 2021. Read SEC document |
| November 04, 2021 Filed Nov 12, 2021 21:17 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 150,000 | $25.19 | $3,778,500.00 |
DisclosureSEC source: 0001209191-21-064172 · doc4.xml · nonDerivative · entry 2 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,260 F1 · balance_after: Includes restricted stock units. Read SEC document |
| November 04, 2021 Filed Nov 12, 2021 21:17 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 150,000 | $7.57 | $1,135,500.00 |
DisclosureSEC source: 0001209191-21-064172 · doc4.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,260 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 |
| April 14, 2021 Filed Apr 16, 2021 21:34 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 11,102 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027023 · doc4.xml · derivative · entry 2 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,102 Underlying: Common Stock · 11,102 shares Expires 2021-04-14 F2 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. F2 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 21:34 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 3,260 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027023 · doc4.xml · nonDerivative · entry 1 Sobotka Glenn · CIK 0001855927 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,260 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 14, 2021, subject to continued employment. 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.