agilon health, inc. (AGL)

Current Report Filed: 2026-04-27

Key Insights

Tim O'Rourke appointed as new CEO and President with 25+ years of healthcare industry experience, including senior roles at Humana, Centene, and Ascension, suggesting strategic leadership continuity in the managed care sector.
Aggressive performance-based compensation structure includes PSUs vesting at stock price targets of $50, $100, and $150, aligning leadership incentives with significant shareholder value creation over the three-year period.
Total first-year compensation package of approximately $1.85 million base and signing bonus plus equity grants demonstrates board confidence in turnaround strategy, though substantial equity dilution from 320,000 RSU/PSU grant.
Change-of-control severance provisions (18 months base + target bonus, plus accelerated vesting) and robust RSU acceleration clauses provide executive downside protection typical of CEO-level agreements in healthcare sector.

Insider Trading Filed: 2026-04-16

Key Insights

Insider Benjamin Shaker has sold a total of 675 shares of Agilon Health stock through two transactions on April 14 and 15, 2026, likely for tax withholding purposes.
Shaker continues to hold a significant equity stake of 122,850 shares in the company, indicating his ongoing commitment as the Chief Markets Officer.
The share sales appear routine and are likely not indicative of any major concerns or changes at Agilon Health.

Insider Trading Filed: 2026-04-16

Key Insights

The reporting person, Timothy Gertsch, the Chief Accounting Officer of agilon health, Inc. (AGL), has engaged in net settlement transactions of restricted stock units, where the issuer withheld shares to satisfy tax withholding and remittance obligations.
The transactions occurred on April 14, 2026 and April 15, 2026, resulting in a net decrease of 147 shares of common stock beneficially owned by the reporting person.
These transactions appear to be routine equity award administration and not indicative of a larger trend of insider selling.

Insider Trading Filed: 2026-04-16

Key Insights

Girish Venkatachaliah, the Chief Technology Officer of agilon health, has made two transactions in April 2026 to dispose of 426 shares of the company's common stock through share withholding to cover tax obligations.
The transactions occurred on April 14 and April 15, 2026, with the shares being disposed of at prices of $22.68 and $26.88 respectively.
After the reported transactions, Girish Venkatachaliah still beneficially owns 38,236 shares of agilon health's common stock, including restricted stock units.

Insider Trading Filed: 2026-04-16

Key Insights

Denise Zamore, the Chief Legal Officer of agilon health, Inc. (AGL), has engaged in two transactions involving the sale of 240 shares of the company's common stock.
The transactions were executed on April 14, 2026 and April 15, 2026, with the shares being sold at prices of $22.68 and $26.88 respectively.
Following the reported transactions, Zamore's beneficial ownership in the company's common stock has decreased from 66,817 shares to 66,597 shares.

Insider Trading Filed: 2026-04-03

Key Insights

Denise Zamore, the Chief Legal Officer, acquired 50,000 shares of agilon health, Inc. (AGL) through restricted stock units that vest over three years, indicating her long-term commitment to the company.
Zamore also sold 1,024 shares to cover tax withholding obligations, a common practice for equity awards, suggesting no significant change in her overall ownership position.
The reported transactions occurred after a 1-for-25 reverse stock split, which should be taken into account when analyzing the changes in Zamore's beneficial ownership.

Insider Trading Filed: 2026-04-03

Key Insights

Girish Venkatachaliah, the Chief Technology Officer of agilon health, Inc. (AGL), acquired 28,000 shares of common stock through restricted stock units that vest over three years.
Venkatachaliah also disposed of 480 shares to cover tax withholding obligations, indicating he is holding on to the majority of his equity position.
The reported transactions suggest Venkatachaliah's continued commitment and alignment with the company's long-term success, as he maintains a sizable direct ownership stake.

Insider Trading Filed: 2026-04-03

Key Insights

The reporting person, Timothy Gertsch, the Chief Accounting Officer, acquired 10,000 restricted stock units that vest over three years, indicating their commitment to the company's long-term growth.
Gertsch sold 266 shares to cover tax withholding obligations, suggesting some near-term liquidity needs but maintaining a significant direct ownership stake of over 14,000 shares.
The reported transactions occur after a 1-for-25 reverse stock split, so the ownership levels and share prices reflect the adjusted capital structure.

Insider Trading Filed: 2026-04-03

Key Insights

The reporting person, Benjamin Shaker, is the Chief Markets Officer of agilon health, Inc. and has direct ownership of 123,525 shares of common stock, including 70,000 restricted stock units.
Shaker disposed of 1,664 shares through a share withholding transaction to satisfy the company's income tax withholding and remittance obligations, indicating a potential tax-related share sale.
The reported transactions occurred on April 1, 2026, after a 1-for-25 reverse stock split of the company's common stock, which should be considered when analyzing the share amounts.

Insider Trading Filed: 2026-04-03

Key Insights

The reporting person, Jeffrey A. Schwaneke, who is the Chief Financial Officer of agilon health, Inc. (AGL), has acquired 75,000 shares of the company's common stock through the vesting of restricted stock units.
Schwaneke has also disposed of 1,662 shares to satisfy the company's income tax withholding and remittance obligations, resulting in a net increase of 73,338 shares in his beneficial ownership.
The reporting includes an indirect beneficial ownership of 892 shares held in a trust, bringing Schwaneke's total beneficial ownership to 141,234 shares.

Current Report Filed: 2026-03-18

Key Insights

agilon health, Inc. (AGL) has approved a reverse stock split of its common stock at a ratio of 1-for-25, which is intended to increase the stock price and potentially improve the company's trading liquidity.
The reverse split was approved by shareholders at a special meeting, indicating strong support for the corporate action among investors.
The reverse split is expected to be implemented on March 30, 2026, which could provide an opportunity for investors to reevaluate their positions in the company.

Insider Trading Filed: 2026-03-11

Key Insights

Insider Benjamin Shaker, the Chief Markets Officer, acquired 18,448 shares of Agilon Health, Inc. (AGL) through the vesting of performance-based restricted stock units (PSUs) granted in 2023.
Shaker disposed of 6,348 shares to cover tax withholding obligations, indicating he still holds a significant stake of 1,379,774 shares in the company.
The vesting of the PSUs was based on Agilon Health's achievement of predetermined revenue and adjusted EBITDA goals over a three-year period, with a total attainment of 42%.

Insider Trading Filed: 2026-03-11

Key Insights

Girish Venkatachaliah, the Chief Technology Officer of agilon health, acquired 18,448 shares of the company's common stock through the vesting of performance-based restricted stock units (PSUs) on March 9, 2026.
The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2023 through December 31, 2025, with a total attainment of 42%.
Girish Venkatachaliah now directly owns 278,607 shares of agilon health's common stock, including restricted stock units, which represents his beneficial ownership in the company.

Insider Trading Filed: 2026-03-11

Key Insights

Denise Zamore, the Chief Legal Officer of agilon health, Inc. (AGL), acquired 5,535 shares of the company's common stock through the settlement of performance-based restricted stock units (PSUs).
The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2023 through December 31, 2025, with a total attainment of 42%.
Zamore also had 2,056 shares of the company's common stock withheld to satisfy income tax withholding and remittance obligations in connection with the net settlement of the PSUs.

Insider Trading Filed: 2026-01-13

Key Insights

Insider Jeffrey A. Schwaneke, the Chief Financial Officer, acquired 600,000 shares of Agilon Health, Inc. (AGL) through restricted stock units that vest over 3 years.
Schwaneke's total beneficial ownership of AGL shares increased to 1,675,122, indicating strong executive confidence in the company's future prospects.
The large insider purchase, representing a significant portion of Schwaneke's net worth, suggests he believes the stock is undervalued and has significant upside potential.

Current Report Filed: 2026-01-07

Key Insights

agilon health, Inc. (AGL) has entered into an Amended and Restated Employment Agreement with its Chief Financial Officer and Executive Vice President, Jeffrey Schwaneke, effective January 1, 2026.
The Amended Employment Agreement provides for a one-time equity award of 600,000 restricted stock units (RSUs) to Mr. Schwaneke, as well as eligibility for annual equity awards in fiscal years 2026 and 2027.
The agreement also outlines severance and equity vesting provisions in the event of Mr. Schwaneke's termination by the company without cause or his voluntary termination after 18 months.

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Important Information