Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| agilon health, inc.AGL · Entity 4698 | Chief Med. & Quality Officer | March 14, 2024 | March 19, 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 March 14, 2024 · Filed March 19, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,941 |
Reported balance
After 2024-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-03-14 · Purchase · Acquired 5,434 · Balance 63,941 F1: 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: 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: 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. |
| Common StockSEC Table I · non-derivative | Direct | 62,058 |
Reported balance
After 2024-03-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2024-03-14 · Tax withholding · Disposed 1,883 · Balance 62,058 F4: 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: Includes restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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: 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.
F4: 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: 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 27, 2022 Filed Apr 29, 2022 21:59 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 5,396 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001209191-22-026307 · doc4.xml · derivative · entry 5 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,356 Underlying: Common Stock · 5,396 shares Expires 2030-01-31 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 January 31, 2020 and vest in four equal installments on January 31st of each of 2021, 2022, 2023, and 2024. Read SEC document |
| April 27, 2022 Filed Apr 29, 2022 21:59 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 5,396 | $18.68 | $100,773.00 |
DisclosureSEC source: 0001209191-22-026307 · doc4.xml · nonDerivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 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 $18.35 to $19.04, 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 27, 2022 Filed Apr 29, 2022 21:59 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 5,396 | $4.49 | $24,228.04 |
DisclosureSEC source: 0001209191-22-026307 · doc4.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,249 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 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 6,296 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · derivative · entry 6 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,752 Underlying: Common Stock · 6,296 shares Expires 2030-01-31 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 January 31, 2020 and vest in four equal installments on January 31st of each of 2021, 2022, 2023, and 2024. Read SEC document |
| April 19, 2022 Filed Apr 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 6,296 | $22.14 | $139,393.44 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · nonDerivative · entry 4 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 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 $21.94 to $23.02, 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 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 6,296 | $4.49 | $28,269.04 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · nonDerivative · entry 3 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,149 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 29, 2022 22:01 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 6,296 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001209191-22-026309 · doc4a.xml · derivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 525,752 Underlying: Common Stock · 6,296 shares Expires 2030-01-31 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 January 31, 2020 and vest in four equal installments on January 31st of each of 2021, 2022, 2023, and 2024. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 6,477 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · derivative · entry 5 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,048 Underlying: Common Stock · 6,477 shares Expires 2030-01-31 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 January 31, 2020 and vest in four equal installments on January 31st of each of 2021, 2022, 2023, and 2024. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 6,477 | $22.64 | $146,639.28 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · nonDerivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 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 $22.57 to $23.10, 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 18, 2022 Filed Apr 20, 2022 21:02 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 6,477 | $4.49 | $29,081.73 |
DisclosureSEC source: 0001209191-22-025028 · doc4.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,330 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 18, 2022 Filed Apr 29, 2022 22:01 UTC Amendment | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 6,477 | $0.00 Strike: $4.49 | $0.00 |
DisclosureSEC source: 0001209191-22-026309 · doc4a.xml · derivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,048 Underlying: Common Stock · 6,477 shares Expires 2030-01-31 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 January 31, 2020 and vest in four equal installments on January 31st of each of 2021, 2022, 2023, and 2024. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 20:55 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 17,832 | $0.00 Strike: $23.07 | $0.00 |
DisclosureSEC source: 0001209191-22-025013 · doc4.xml · derivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,832 Underlying: Common Stock · 17,832 shares Expires 2032-04-14 F3 · derivative.exercise_date: Options that vest in four equal installments on each anniversary of April 14, 2022, subject to continued employment. F3 · derivative.expiration_date: Options that vest in four equal installments on each anniversary of April 14, 2022, subject to continued employment. Read SEC document |
| April 14, 2022 Filed Apr 20, 2022 20:55 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 5,419 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-025013 · doc4.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,853 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 | 427 | $23.07 | $9,850.89 |
DisclosureSEC source: 0001209191-22-051529 · doc4a.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,426 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 |
| September 14, 2021 Filed Sep 15, 2021 21:19 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionOptions (Rights to Buy) · Derivative | 11,475 | $0.00 Strike: $4.50 | $0.00 |
DisclosureSEC source: 0001209191-21-056203 · doc4.xml · derivative · entry 3 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,525 Underlying: Common Stock · 11,475 shares Expires 2030-01-31 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 January 31, 2020. 25% of the options vested on January 9, 2021 and the remaining options are scheduled to vest in three equal installments on each anniversary of January 9, 2021, subject to continued employment. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:19 UTC | agilon health, inc. AGL · Entity 4698 | SaleCommon Stock | 11,475 | $28.98 | $332,545.50 |
DisclosureSEC source: 0001209191-21-056203 · doc4.xml · nonDerivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,434 F1 · balance_after: Includes restricted stock units. Read SEC document |
| September 14, 2021 Filed Sep 15, 2021 21:19 UTC | agilon health, inc. AGL · Entity 4698 | Exercise / conversionCommon Stock | 11,475 | $4.50 | $51,637.50 |
DisclosureSEC source: 0001209191-21-056203 · doc4.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,909 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 21:27 UTC | agilon health, inc. AGL · Entity 4698 | GrantOptions (Rights to Buy) · Derivative | 18,504 | $0.00 Strike: $23.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027018 · doc4.xml · derivative · entry 2 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,504 Underlying: Common Stock · 18,504 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 21:27 UTC | agilon health, inc. AGL · Entity 4698 | GrantCommon Stock | 5,434 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-027018 · doc4.xml · nonDerivative · entry 1 Kornitzer Benjamin · CIK 0001855842 · Chief Med. & Quality 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.