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 14, 2022 Filed Apr 20, 2022 20:53 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 16,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025009 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,211 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 20:10 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Tax withholdingCommon Stock | 1,482 | $23.07 | $34,189.74 |
DisclosureSEC source: 0001209191-22-051528 · doc4a.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,729 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 |
| March 16, 2022 Filed Mar 18, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Right to buy) · Derivative | 197,291 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-22-020015 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 899,597 Underlying: Common Stock · 197,291 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 |
| March 16, 2022 Filed Mar 18, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 197,291 | $20.41 | $4,026,709.31 |
DisclosureSEC source: 0001209191-22-020015 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,956 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions ranging from $20.00 to $20.22, 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 |
| March 16, 2022 Filed Mar 18, 2022 20:16 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 197,291 | $1.00 | $197,291.00 |
DisclosureSEC source: 0001209191-22-020015 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,247 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 121,001 | $0.00 Strike: $1.00 | $0.00 |
DisclosureSEC source: 0001209191-21-056200 · doc4.xml · derivative · entry 3 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,999 Underlying: Common Stock · 121,001 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. F2 · derivative.exercise_date: These options were granted on April 27, 2017, and fully vested on April 24, 2021. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 121,001 | $28.98 | $3,506,608.98 |
DisclosureSEC source: 0001209191-21-056200 · doc4.xml · nonDerivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,956 F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:18 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 121,001 | $1.00 | $121,001.00 |
DisclosureSEC source: 0001209191-21-056200 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 382,957 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 21:24 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 40,710 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027013 · doc4.xml · derivative · entry 2 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,710 Underlying: Common Stock · 40,710 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 21:24 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 11,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027013 · doc4.xml · nonDerivative · entry 1 Desai Veeral · CIK 0001855973 · Chief Strategy & Dev. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,956 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.