Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Chief Strategy & Dev. Officer | April 14, 2024 | April 18, 2024 |
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, 2024 · Filed April 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 502,830 |
Reported balance
After 2024-04-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-04-15 · Grant · Acquired 196,189 · Balance 502,830 F1: Restricted stock units that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment. F2: Includes restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 498,013 |
Reported balance
After 2024-04-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-04-14 · Tax withholding · Disposed 4,817 · Balance 498,013 F3: 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. |
| Options (Right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.46 · Expires 2034-04-15 | Direct | 322,879 |
Reported balance
After 2024-04-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-04-15 · Grant · Acquired 322,879 · Balance 322,879 F4: Options that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment.
F2: Includes restricted stock units.
F3: 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.
F4: Options that vest in four equal installments on each anniversary of April 15, 2024, subject to continued employment.
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, 2024 Filed Apr 18, 2024 01:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Right to buy) · Derivative | 322,879 | $0.00 Strike: $4.46 | $0.00 |
DisclosureSEC source: 0001628280-24-016653 · wk-form4_1713404304.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 322,879 Underlying: Common Stock · 322,879 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 01:38 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 196,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-016653 · wk-form4_1713404304.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 502,830 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 01:38 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 4,817 | $4.95 | $23,844.15 |
DisclosureSEC source: 0001628280-24-016653 · wk-form4_1713404304.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 498,013 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 00:42 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 4,900 | $5.23 | $25,627.00 |
DisclosureSEC source: 0001628280-24-011773 · wk-form4_1710808933.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 306,641 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 00:42 UTC | agilon health, inc. AGL · Entity 4698 | PurchaseCommon Stock | 11,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-24-011773 · wk-form4_1710808933.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 311,541 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 |
| May 09, 2023 Filed May 11, 2023 20:52 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 4,500 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028800 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,510,000 Underlying: Common Stock · 4,500 shares Expires 2027-04-27 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 April 27, 2017 and vested on September 14, 2021. Read SEC document |
| May 09, 2023 Filed May 11, 2023 20:52 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 4,500 | $26.15 | $117,665.55 |
DisclosureSEC source: 0001209191-23-028800 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 299,585 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan effective September 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.03 to $26.295, 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 |
| May 09, 2023 Filed May 11, 2023 20:52 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 4,500 | $3.00 | $13,500.00 |
DisclosureSEC source: 0001209191-23-028800 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 304,085 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 20, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 500 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · derivative · entry 7 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,514,500 Underlying: Common Stock · 500 shares Expires 2027-04-27 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. F6 · derivative.exercise_date: These options were granted on April 27, 2017 and vested on September 14, 2021. Read SEC document |
| April 20, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 500 | $26.15 | $13,074.00 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · nonDerivative · entry 5 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 299,585 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan effective September 14, 2022. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.08 to $26.22, 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 |
| April 20, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 500 | $3.00 | $1,500.00 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · nonDerivative · entry 4 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 300,085 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 19, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 5,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · derivative · entry 6 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,515,000 Underlying: Common Stock · 5,000 shares Expires 2027-04-27 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. F6 · derivative.exercise_date: These options were granted on April 27, 2017 and vested on September 14, 2021. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 455 | $27.84 | $12,666.38 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · nonDerivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 299,585 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan effective September 14, 2022. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $27.73 to $27.95, 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. Read SEC document |
| April 19, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 4,545 | $26.82 | $121,877.36 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 300,040 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan effective September 14, 2022. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.56 to $27.24, 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 |
| April 19, 2023 Filed Apr 21, 2023 20:03 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 5,000 | $3.00 | $15,000.00 |
DisclosureSEC source: 0001209191-23-025112 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 304,585 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, 2023 Filed Apr 18, 2023 20:45 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 45,566 | $0.00 Strike: $28.46 | $0.00 |
DisclosureSEC source: 0001209191-23-024666 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,566 Underlying: Common Stock · 45,566 shares Expires 2033-04-14 F4 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2023, subject to continued employment. F4 · 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 20:45 UTC | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 3,497 | $28.46 | $99,524.62 |
DisclosureSEC source: 0001209191-23-024666 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,585 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 20:45 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 26,353 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-024666 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 303,082 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 |
| March 24, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 97,290 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · derivative · entry 6 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520,000 Underlying: Common Stock · 97,290 shares Expires 2027-04-27 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 April 27, 2017 and vested on September 14, 2021. Read SEC document |
| March 24, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 97,290 | $28.70 | $2,792,378.66 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · nonDerivative · entry 4 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,729 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $28.50 to $28.97, 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 |
| March 24, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 97,290 | $3.00 | $291,870.00 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · nonDerivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 374,019 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 |
| March 23, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 22,710 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · derivative · entry 5 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,617,290 Underlying: Common Stock · 22,710 shares Expires 2027-04-27 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 April 27, 2017 and vested on September 14, 2021. Read SEC document |
| March 23, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 22,710 | $28.71 | $651,910.99 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,729 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $28.50 to $28.97, 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 |
| March 23, 2023 Filed Mar 27, 2023 20:06 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 22,710 | $3.00 | $68,130.00 |
DisclosureSEC source: 0001209191-23-021209 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 299,439 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 |
| March 16, 2023 Filed Mar 17, 2023 20:54 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 60,000 | $0.00 Strike: $3.00 | $0.00 |
DisclosureSEC source: 0001209191-23-019722 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,640,000 Underlying: Common Stock · 60,000 shares Expires 2027-04-27 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 April 27, 2017 and vested on September 14, 2021. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:54 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 60,000 | $26.09 | $1,565,196.00 |
DisclosureSEC source: 0001209191-23-019722 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,729 F3 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $26.00 to $26.24, 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. F2 · balance_after: The total was decreased by 1,482 shares as reported in the Form 4 Amendment filed on September 29, 2022. Read SEC document |
| March 16, 2023 Filed Mar 17, 2023 20:54 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 60,000 | $3.00 | $180,000.00 |
DisclosureSEC source: 0001209191-23-019722 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 336,729 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. F2 · balance_after: The total was decreased by 1,482 shares as reported in the Form 4 Amendment filed on September 29, 2022. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 79,768 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-043105 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,441 Underlying: Common Stock · 79,768 shares Expires 2027-04-27 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. F3 · derivative.exercise_date: These options were granted on April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 79,768 | $27.50 | $2,193,620.00 |
DisclosureSEC source: 0001209191-22-043105 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F1 · balance_after: Includes restricted stock units. Read SEC document |
| July 21, 2022 Filed Jul 25, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 79,768 | $1.00 | $79,768.00 |
DisclosureSEC source: 0001209191-22-043105 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,979 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 |
| July 07, 2022 Filed Jul 11, 2022 20:51 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 319,071 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-041801 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,209 Underlying: Common Stock · 319,071 shares Expires 2027-04-27 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. F3 · derivative.exercise_date: These options were granted on April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 20:51 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 319,071 | $25.00 | $7,976,775.00 |
DisclosureSEC source: 0001209191-22-041801 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F1 · balance_after: Includes restricted stock units. Read SEC document |
| July 07, 2022 Filed Jul 11, 2022 20:51 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 319,071 | $1.00 | $319,071.00 |
DisclosureSEC source: 0001209191-22-041801 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 597,282 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 |
| June 24, 2022 Filed Jun 28, 2022 20:07 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 106,357 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-039598 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 456,280 Underlying: Common Stock · 106,357 shares Expires 2027-04-27 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. F3 · derivative.exercise_date: These options were granted on April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 20:07 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 106,357 | $22.50 | $2,393,032.50 |
DisclosureSEC source: 0001209191-22-039598 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F1 · balance_after: Includes restricted stock units. Read SEC document |
| June 24, 2022 Filed Jun 28, 2022 20:07 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 106,357 | $1.00 | $106,357.00 |
DisclosureSEC source: 0001209191-22-039598 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,568 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 22, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 26,789 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · derivative · entry 7 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562,637 Underlying: Common Stock · 26,789 shares Expires 2027-04-27 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 April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| April 22, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 26,789 | $20.00 | $535,780.00 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · nonDerivative · entry 5 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F1 · balance_after: Includes restricted stock units. Read SEC document |
| April 22, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 26,789 | $1.00 | $26,789.00 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · nonDerivative · entry 4 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,000 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. F1 · balance_after: Includes restricted stock units. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 79,568 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · derivative · entry 6 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589,426 Underlying: Common Stock · 79,568 shares Expires 2027-04-27 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 April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| April 21, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 9,744 | $21.35 | $207,988.60 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · nonDerivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.00 to $21.88, 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 |
| April 21, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 69,824 | $20.43 | $1,426,183.13 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287,955 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.00 to $20.99, 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 |
| April 21, 2022 Filed Apr 25, 2022 22:47 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 79,568 | $1.00 | $79,568.00 |
DisclosureSEC source: 0001209191-22-025550 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357,779 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 20, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 106,357 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · derivative · entry 6 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 668,994 Underlying: Common Stock · 106,357 shares Expires 2027-04-27 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 April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| April 20, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 106,357 | $22.34 | $2,376,015.38 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · nonDerivative · entry 4 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.76 to $22.93, 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 |
| April 20, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 106,357 | $1.00 | $106,357.00 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · nonDerivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,568 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 19, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 106,357 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · derivative · entry 5 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,351 Underlying: Common Stock · 106,357 shares Expires 2027-04-27 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 April 27, 2017 and fully vested on April 27, 2021. Read SEC document |
| April 19, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 106,357 | $22.74 | $2,418,558.18 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 F2 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $21.90 to $23.05, 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 |
| April 19, 2022 Filed Apr 21, 2022 20:05 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 106,357 | $1.00 | $106,357.00 |
DisclosureSEC source: 0001209191-22-025160 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384,568 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, 2022 Filed Apr 20, 2022 20:53 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 53,496 | $0.00 Strike: $23.07 | $0.00 |
DisclosureSEC source: 0001209191-22-025009 · doc4.xml · derivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,496 Underlying: Common Stock · 53,496 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.