Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Director · CEO & President | April 14, 2025 | April 16, 2025 |
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, 2025 · Filed April 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 884,685 |
Reported balance
After 2025-04-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-04-14 · Tax withholding · Disposed 7,898 · Balance 884,685 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: Reflects change from direct to indirect ownership for 14,198 shares transferred into trust effective 4/14/2025. |
| Common StockSEC Table I · non-derivative | Direct | 862,122 |
Reported balance
After 2025-04-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2025-04-15 · Tax withholding · Disposed 22,563 · Balance 862,122 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. F3: Includes restricted stock units. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 81,788 |
Reported balance
Holding disclosure · report date 2025-04-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 81,788 F2: Reflects change from direct to indirect ownership for 14,198 shares transferred into trust effective 4/14/2025. F4: These shares of common stock are held in the Steven J. Sell and Margaret D. Williams Revocable Inter Vivos Trust Agreement. |
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: Reflects change from direct to indirect ownership for 14,198 shares transferred into trust effective 4/14/2025.
F3: Includes restricted stock units.
F4: These shares of common stock are held in the Steven J. Sell and Margaret D. Williams Revocable Inter Vivos Trust Agreement.
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, 2025 Filed Apr 16, 2025 20:51 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 22,563 | $5.53 | $124,773.39 |
DisclosureSEC source: 0001628280-25-018098 · wk-form4_1744851055.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 862,122 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. F3 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2025 Filed Apr 16, 2025 20:51 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 7,898 | $5.60 | $44,228.80 |
DisclosureSEC source: 0001628280-25-018098 · wk-form4_1744851055.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 884,685 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: Reflects change from direct to indirect ownership for 14,198 shares transferred into trust effective 4/14/2025. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 19:36 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 865,385 | $0.00 Strike: $4.08 | $0.00 |
DisclosureSEC source: 0001628280-25-016679 · wk-form4_1743723365.xml · derivative · entry 3 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 865,385 Underlying: Common Stock · 865,385 shares Expires 2035-04-01 F4 · 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 19:36 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 551,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-016679 · wk-form4_1743723365.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 906,781 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 18:42 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 15,563 | $4.05 | $63,030.15 |
DisclosureSEC source: 0001628280-25-013602 · wk-form4_1742337751.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,310 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 18:42 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 42,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-013602 · wk-form4_1742337751.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 370,873 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 |
| September 12, 2024 Filed Sep 16, 2024 16:39 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 20,000 | $3.36 | $67,188.00 |
DisclosureSEC source: 0001628280-24-040518 · wk-form4_1726519163.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 67,590 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $3.31 to $3.37, 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 purchased at each separate price within the range set forth above. F2 · ownership.nature: These shares of common stock are held in the Steven J. Sell and Margaret D. Williams Revocable Inter Vivos Trust Agreement. Read SEC document |
| April 15, 2024 Filed Apr 17, 2024 21:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 415,130 | $0.00 Strike: $4.46 | $0.00 |
DisclosureSEC source: 0001628280-24-016652 · wk-form4_1713404274.xml · derivative · entry 4 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 415,130 Underlying: Common Stock · 415,130 shares Expires 2034-04-15 F5 · 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 17, 2024 21:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 252,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-016652 · wk-form4_1713404274.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 336,322 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 17, 2024 21:38 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 7,875 | $4.95 | $38,981.25 |
DisclosureSEC source: 0001628280-24-016652 · wk-form4_1713404274.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 328,447 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 |
| November 21, 2023 Filed Nov 21, 2023 16:02 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 44,690 | $11.14 | $497,739.34 |
DisclosureSEC source: 0001209191-23-056210 · doc4.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 47,590 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $11.08 to $11.21, 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 purchased at each separate price within the range set forth above. F2 · ownership.nature: These shares of common stock are held in the Steven J. Sell and Margaret D. Williams Revocable Inter Vivos Trust Agreement. Read SEC document |
| April 14, 2023 Filed Apr 18, 2023 16:50 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 60,754 | $0.00 Strike: $28.46 | $0.00 |
DisclosureSEC source: 0001209191-23-024678 · doc4.xml · derivative · entry 4 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,754 Underlying: Common Stock · 60,754 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 16:50 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 4,216 | $28.46 | $119,987.36 |
DisclosureSEC source: 0001209191-23-024678 · doc4.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,687 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 |
| April 14, 2023 Filed Apr 18, 2023 16:50 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 35,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024678 · doc4.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,903 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. Read SEC document |
| April 14, 2023 Filed Jun 16, 2023 16:29 UTC Amendment | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 68,348 | $0.00 Strike: $28.46 | $0.00 |
DisclosureSEC source: 0001019056-23-000278 · sell.xml · derivative · entry 3 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,348 Underlying: Common Stock · 68,348 shares Expires 2033-04-14 F5 · shares: The Original Form 4 erroneously reported that a stock option grant to the reporting person on April 14, 2023 was for 60,754 share of Common Stock, rather than the actual stock option grant for 68,348 shares of Common Stock. This error on the Original Form 4 has been corrected in this Form 4/A. F5 · derivative.exercise_date: The Original Form 4 erroneously reported that a stock option grant to the reporting person on April 14, 2023 was for 60,754 share of Common Stock, rather than the actual stock option grant for 68,348 shares of Common Stock. This error on the Original Form 4 has been corrected in this Form 4/A. F6 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. F5 · derivative.underlying_shares: The Original Form 4 erroneously reported that a stock option grant to the reporting person on April 14, 2023 was for 60,754 share of Common Stock, rather than the actual stock option grant for 68,348 shares of Common Stock. This error on the Original Form 4 has been corrected in this Form 4/A. F5 · balance_after: The Original Form 4 erroneously reported that a stock option grant to the reporting person on April 14, 2023 was for 60,754 share of Common Stock, rather than the actual stock option grant for 68,348 shares of Common Stock. This error on the Original Form 4 has been corrected in this Form 4/A. Read SEC document |
| April 14, 2023 Filed Jun 16, 2023 16:29 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 4,216 | $28.46 | $119,987.36 |
DisclosureSEC source: 0001019056-23-000278 · sell.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,079 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: This Form 4/A amends a Form 4 filed by the reporting person on April 18, 2023 (the "Original Form 4"), which reported a grant of restricted stock units on April 14, 2023. The Original Form 4 erroneously reported a grant of 35,138 restricted stock units, rather than the actual grant of 39,530 restricted stock units. This error in the Original Form 4 has been corrected in this Form 4/A. F3 · balance_after: Includes restricted stock units. Read SEC document |
| April 14, 2023 Filed Jun 16, 2023 16:29 UTC Amendment | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 39,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001019056-23-000278 · sell.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,295 F1 · shares: Restricted stock units that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. F2 · shares: This Form 4/A amends a Form 4 filed by the reporting person on April 18, 2023 (the "Original Form 4"), which reported a grant of restricted stock units on April 14, 2023. The Original Form 4 erroneously reported a grant of 35,138 restricted stock units, rather than the actual grant of 39,530 restricted stock units. This error in the Original Form 4 has been corrected in this Form 4/A. F2 · balance_after: This Form 4/A amends a Form 4 filed by the reporting person on April 18, 2023 (the "Original Form 4"), which reported a grant of restricted stock units on April 14, 2023. The Original Form 4 erroneously reported a grant of 35,138 restricted stock units, rather than the actual grant of 39,530 restricted stock units. This error in the Original Form 4 has been corrected in this Form 4/A. F3 · balance_after: Includes restricted stock units. Read SEC document |
| November 18, 2022 Filed Nov 22, 2022 16:04 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 2,900 | $17.14 | $49,704.55 |
DisclosureSEC source: 0001209191-22-058341 · doc4.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Indirect · By trust Disclosed balance after: 2,900 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions ranging from $17.12 to $17.16, 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 purchased at each separate price within the range set forth above. F2 · ownership.nature: These shares of common stock are held in the Steven J. Sell and Margaret D. Williams Revocable Inter Vivos Trust Agreement. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 16:57 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 160,486 | $0.00 Strike: $23.07 | $0.00 |
DisclosureSEC source: 0001209191-22-025019 · doc4.xml · derivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,486 Underlying: Common Stock · 160,486 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 16:57 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 48,765 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025019 · doc4.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,765 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 |
| September 14, 2021 Filed Sep 15, 2021 17:21 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 100,000 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001209191-21-056205 · doc4.xml · derivative · entry 3 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 900,000 Underlying: Common Stock · 100,000 shares Expires 2030-05-22 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 · derivative.exercise_date: These options were granted on May 22, 2020, and fully vested on April 19, 2021. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 17:21 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 100,000 | $28.98 | $2,898,000.00 |
DisclosureSEC source: 0001209191-21-056205 · doc4.xml · nonDerivative · entry 2 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 17:21 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 100,000 | $4.50 | $450,000.00 |
DisclosureSEC source: 0001209191-21-056205 · doc4.xml · nonDerivative · entry 1 Sell Steven · CIK 0001479123 · Director · CEO & President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 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. 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.