Welcome to our dedicated page for Agilon Health SEC filings (Ticker: AGL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The agilon health, inc. (AGL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. agilon health describes itself as a trusted partner empowering physicians to transition senior patients to a value-based Total Care Model, and its filings offer detail on how this business is structured and governed.
Investors can review current and historical reports such as Form 8-K filings, where agilon health has reported items including quarterly financial results, leadership transitions, amendments to by-laws, and notices related to New York Stock Exchange continued listing standards. These documents give additional context to the company’s announcements about its operations, value-based care arrangements, and corporate governance.
Through its periodic reports referenced in these filings, agilon health discusses topics such as risk factors associated with its value-based care model, relationships with payors and physician partners, and its reliance on medical services as a source of revenue. The filings may also describe compensation and employment arrangements for key executives, as reflected in agreements disclosed in Form 8-K exhibits.
On Stock Titan, users can combine direct access to agilon health’s SEC documents with AI-powered tools that summarize key points and highlight important sections. This can help readers more quickly understand complex disclosures related to financial performance, listing status, executive arrangements, and other matters that affect agilon health’s value-based healthcare business.
agilon health, inc. reported weaker results for 2025 but projected a sharp turnaround in 2026. Full-year 2025 revenue slipped to
Adjusted EBITDA loss nearly doubled to
As of December 31, 2025, agilon held
agilon health, inc. is calling a virtual special stockholder meeting on March 17, 2026 to vote on a reverse stock split and a possible adjournment of the meeting. Holders of 414,869,759 common shares as of February 17, 2026 may vote.
The main proposal would authorize the board to implement a reverse stock split at a ratio between 1-for-5 and 1-for-25, without changing the total number of authorized shares or the $0.01 par value. This would sharply reduce shares outstanding and raise the share price mathematically, while increasing the pool of authorized but unissued shares.
The company discloses that its stock closed at $0.35 on the record date and that it previously received a NYSE notice for failing the $1.00 minimum bid requirement. The board believes a reverse split may help maintain NYSE listing, but warns there is no assurance the price will rise or remain above $1.00, and that lower share count could reduce liquidity.
Fractional shares would not be issued; instead, aggregated fractional interests would be cashed out. A second proposal would allow adjournment of the special meeting to solicit more proxies if there are not enough votes to approve the reverse split. The board unanimously recommends voting “FOR” both proposals.
agilon health, inc. entered into a Third Amendment to its existing credit agreement, extending the stated maturity of its debt from February 18, 2026 to February 18, 2028. The amendment also revises several key covenants and liquidity requirements.
Management must now maintain at least $50 million in Total Cash at the end of each business day, and certain payments such as dividends to its holding company are conditioned on the Company achieving positive EBITDA for two consecutive trailing four-quarter periods after the amendment date. The amendment reduces revolving credit commitments from $100.0 million to $90.0 million, requires prepayment of term loans when letters of credit are reduced, and mandates cash collateralization of letters of credit at 103% of their amount. Substantially concurrently, agilon health, inc. delivered an unsecured Parent Guaranty of the management entity’s obligations under the amended credit agreement.
agilon health, inc. has called a virtual special stockholder meeting for March 17, 2026 to vote on a reverse stock split and a related adjournment proposal. Stockholders of record as of February 17, 2026 may participate and vote online.
The main proposal would amend the certificate of incorporation to allow a reverse stock split of the common stock at a ratio between one-for-five and one-for-twenty-five, with the exact ratio set later by the board. The split would not reduce authorized shares, so authorized but unissued shares would increase relative to those outstanding.
No fractional shares would be issued; instead, aggregated fractional interests would be paid out in cash. A second proposal would permit adjournment of the meeting to solicit additional proxies if there are not enough votes to approve the reverse split. The board unanimously recommends voting “FOR” both proposals.
Agilon Health director John William Wulf increased his stake in the company. On 11/12/2025, he purchased 81,000 shares of agilon health, inc. common stock in open-market transactions at a weighted average price of $0.6289 per share, with individual trades ranging from $0.6251 to $0.6321.
Following this purchase, he directly beneficially owns 365,857 shares of common stock, which include restricted stock units.
The Vanguard Group filed an amended Schedule 13G/A reporting passive ownership of agilon health Inc. common stock. As of 12/31/2025, Vanguard reported beneficial ownership of 18,321,808 shares, representing 4.41% of the outstanding common stock.
Vanguard reported shared voting power over 2,261,393 shares and shared dispositive power over 18,321,808 shares, with no sole voting or dispositive power. Vanguard states the shares are held in the ordinary course of business and not with the purpose of influencing control of agilon health.
The filing notes that on January 12, 2026, Vanguard underwent an internal realignment and no longer performs portfolio management or proxy voting. Certain Vanguard subsidiaries or divisions pursuing the same investment strategies are expected to report beneficial ownership separately on a disaggregated basis.
agilon health, inc. reported an insider equity award to its Chief Financial Officer, Jeffrey A. Schwaneke. On January 10, 2026, he received 600,000 shares of common stock in the form of restricted stock units at a stated price of $0 per share. These restricted stock units vest in three equal installments on each anniversary of January 10, 2026, providing a three-year vesting schedule. Following this grant, Schwaneke beneficially owns 1,675,122 shares of agilon health common stock, which includes restricted stock units, all held directly.
agilon health, inc. reported that it entered into an Amended and Restated Employment Agreement with its Chief Financial Officer and Executive Vice President, Jeffrey Schwaneke, effective January 1, 2026. The updated agreement is described as substantially the same as his prior agreement, with key changes focused on equity compensation and severance terms.
Under the new agreement, Mr. Schwaneke will receive a one-time grant of 600,000 restricted stock units (RSUs) scheduled to vest annually over three years. If he is employed when agilon grants annual equity awards for fiscal year 2026 to its executive officers, he is to receive awards with an aggregate grant-date fair value of $3,750,000, with terms consistent with other executives. He will also be eligible for annual equity awards for fiscal year 2027 in the ordinary course.
If his employment is terminated by the company without cause (and not due to death or disability) before 18 months after January 1, 2026, the agreement provides cash severance equal to 12 months of base salary and target annual bonus, plus continued vesting of equity awards granted under this agreement as if his employment had not ended, subject to a release of claims. The same continued vesting treatment applies if he voluntarily resigns more than 18 months after January 1, 2026.
agilon health (AGL): Schedule 13G/A — passive ownership update. North Peak Capital Management, LLC and affiliated entities filed Amendment No. 1 reporting beneficial ownership of 39,411,957 shares of AGL, representing 9.5% of the class, based on 414,581,604 shares outstanding as of October 30, 2025.
Affiliates including North Peak Capital GP, LLC and individuals Michael K. Kahan and Jeremy S. Kahan each report 31,971,936 shares (7.7%). North Peak Capital Management lists shared voting power: 31,971,936 and sole dispositive power: 7,440,021, with additional shared dispositive power of 31,971,936. Reported holdings include, for example, North Peak Capital Partners II, LP: 18,382,413 shares and North Peak Capital Alpha Fund, LP: 9,840,951 shares.
The filing certifies the securities were not acquired and are not held for the purpose of changing or influencing control, consistent with a passive 13G status. The stated event date is September 30, 2025.