Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Chief Technology Officer | April 14, 2026 | April 17, 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 April 14, 2026 · Filed April 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,566 |
Reported balance
After 2026-04-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-14 · Tax withholding · Disposed 96 · Balance 38,566 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. |
| Common StockSEC Table I · non-derivative | Direct | 38,236 |
Reported balance
After 2026-04-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-04-15 · Tax withholding · Disposed 330 · Balance 38,236 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 |
|---|---|---|---|---|---|---|
| April 15, 2026 Filed Apr 17, 2026 00:09 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 330 | $26.88 | $8,870.40 |
DisclosureSEC source: 0001628280-26-025589 · wk-form4_1776384567.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,236 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 00:09 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 96 | $22.68 | $2,177.28 |
DisclosureSEC source: 0001628280-26-025589 · wk-form4_1776384567.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,566 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 23:37 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 28,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-023764 · wk-form4_1775259453.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,662 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 23:37 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 480 | $9.75 | $4,680.00 |
DisclosureSEC source: 0001628280-26-023764 · wk-form4_1775259453.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,662 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 |
| March 09, 2026 Filed Mar 11, 2026 20:50 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 6,477 | $0.60 | $3,885.55 |
DisclosureSEC source: 0001628280-26-016882 · wk-form4_1773262218.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 278,607 F4 · 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 PSUs and does not represent a sale. F5 · balance_after: Includes restricted stock units. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 20:50 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 18,448 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-016882 · wk-form4_1773262218.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,084 F1 · shares: This award was granted on April 14, 2023 and all remaining performance-based restricted stock units (PSUs) subject to the award vested on March 9, 2026. F2 · shares: The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2023 through December 31, 2025. Total attainment achieved was 42%. F3 · price: Each PSU represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of PSUs in shares of common stock on their scheduled vesting date. Read SEC document |
| April 15, 2025 Filed Apr 17, 2025 00:47 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 8,226 | $5.53 | $45,489.78 |
DisclosureSEC source: 0001628280-25-018094 · wk-form4_1744850827.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 266,636 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 00:47 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 2,808 | $5.60 | $15,724.80 |
DisclosureSEC source: 0001628280-25-018094 · wk-form4_1744850827.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 274,862 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 23:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 192,308 | $0.00 Strike: $4.08 | $0.00 |
DisclosureSEC source: 0001628280-25-016682 · wk-form4_1743723528.xml · derivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,308 Underlying: Common Stock · 192,308 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 23:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 122,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016682 · wk-form4_1743723528.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 277,670 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 |
| March 14, 2025 Filed Mar 18, 2025 22:40 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 3,311 | $4.05 | $13,409.55 |
DisclosureSEC source: 0001628280-25-013599 · wk-form4_1742337628.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,120 F4 · 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 PSUs and does not represent a sale. F5 · balance_after: Includes restricted stock units. Read SEC document |
| March 14, 2025 Filed Mar 18, 2025 22:40 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 9,429 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-013599 · wk-form4_1742337628.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,431 F1 · shares: This award was granted on April 14, 2022 and all remaining performance-based restricted stock units (PSUs) subject to the award vested on March 14, 2025. F2 · shares: The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2022 through December 31, 2024. Total attainment achieved was 87%. F3 · price: Each PSU represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of PSUs in shares of common stock on their scheduled vesting date. Read SEC document |
| April 15, 2024 Filed Apr 18, 2024 01:39 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 184,502 | $0.00 Strike: $4.46 | $0.00 |
DisclosureSEC source: 0001628280-24-016655 · wk-form4_1713404372.xml · derivative · entry 3 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 184,502 Underlying: Common Stock · 184,502 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 01:39 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 112,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-016655 · wk-form4_1713404372.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,058 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 01:39 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 3,056 | $4.95 | $15,127.20 |
DisclosureSEC source: 0001628280-24-016655 · wk-form4_1713404372.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,002 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 |
| March 14, 2024 Filed Mar 19, 2024 00:43 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 1,883 | $5.23 | $9,848.09 |
DisclosureSEC source: 0001628280-24-011775 · wk-form4_1710808994.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,950 F4 · 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 PSUs and does not represent a sale. F5 · balance_after: Includes restricted stock units. Read SEC document |
| March 14, 2024 Filed Mar 19, 2024 00:43 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 5,434 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-011775 · wk-form4_1710808994.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,833 F1 · shares: This award was granted on April 14, 2021 and all remaining performance-based restricted stock units (PSUs) subject to the award vested on March 14, 2024. F2 · shares: The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2021 through December 31, 2023. Total attainment achieved was 100%. F3 · price: Each PSU represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of PSUs in shares of common stock on their scheduled vesting date. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:51 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 37,971 | $0.00 Strike: $28.46 | $0.00 |
DisclosureSEC source: 0001209191-23-024680 · doc4.xml · derivative · entry 3 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,971 Underlying: Common Stock · 37,971 shares Expires 2033-04-14 F5 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. F5 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:51 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 1,357 | $28.46 | $38,620.22 |
DisclosureSEC source: 0001209191-23-024680 · doc4.xml · nonDerivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,399 F4 · 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. F3 · balance_after: The total was decreased by 476 shares as reported in the Form 4 Amendment filed on September 29, 2022. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 20:51 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 21,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024680 · doc4.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,756 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. F2 · balance_after: Includes restricted stock units. F3 · balance_after: The total was decreased by 476 shares as reported in the Form 4 Amendment filed on September 29, 2022. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 21:00 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 35,664 | $0.00 Strike: $23.07 | $0.00 |
DisclosureSEC source: 0001209191-22-025024 · doc4.xml · derivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,664 Underlying: Common Stock · 35,664 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 21:00 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 10,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025024 · doc4.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,271 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 20:12 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 476 | $23.07 | $10,981.32 |
DisclosureSEC source: 0001209191-22-051532 · doc4a.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,795 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 |
| April 14, 2021 Filed Apr 16, 2021 21:35 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 129,533 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027024 · doc4.xml · derivative · entry 2 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,533 Underlying: Common Stock · 129,533 shares Expires 2031-04-14 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 21:35 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027024 · doc4.xml · nonDerivative · entry 1 Venkatachaliah Girish · CIK 0001855795 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 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.