agilon health (AGL) CFO receives 75,000 RSUs after reverse stock split
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
agilon health, inc. reported that its Chief Financial Officer, Jeffrey A. Schwaneke, received a grant of 75,000 shares of Common Stock in the form of restricted stock units on April 1, 2026. These restricted stock units vest in three equal installments on each anniversary of April 1, 2026, subject to continued employment.
On the same date, 1,662 shares of Common Stock were withheld by the company to cover income tax obligations related to the net settlement of restricted stock units, and this did not represent an open-market sale. After these transactions, Schwaneke directly beneficially owned 140,342 shares, which include restricted stock units, and indirectly beneficially owned 892 shares held by a trust. The reported beneficial ownership amounts reflect a 1-for-25 reverse stock split of agilon health’s common stock that became effective on March 30, 2026.
Positive
- None.
Negative
- None.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
Schwaneke Jeffrey A.
Role
Chief Financial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 1,662 | $9.75 | $16K |
| Grant/Award | Common Stock | 75,000 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 65,342 shares (Direct);
Common Stock — 892 shares (Indirect, By trust)
Footnotes (1)
- 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. The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026. Restricted stock units that vest in three equal installments on each anniversary of April 1, 2026, subject to continued employment. Includes restricted stock units. The amount of securities beneficially owned reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026.
Key Figures
Restricted stock unit grant: 75,000 shares
Tax-withholding shares: 1,662 shares at $9.75
Direct holdings after grant: 140,342 shares
+3 more
6 metrics
Restricted stock unit grant
75,000 shares
Common Stock RSU award to CFO on April 1, 2026
Tax-withholding shares
1,662 shares at $9.75
Shares withheld to satisfy income tax obligations
Direct holdings after grant
140,342 shares
CFO direct beneficial ownership including restricted stock units
Direct holdings after withholding
65,342 shares
Direct beneficial ownership immediately after tax-withholding entry
Indirect holdings by trust
892 shares
Indirect beneficial ownership by trust
Reverse stock split ratio
1-for-25
Reverse split of common stock effective March 30, 2026
Key Terms
restricted stock units, reverse stock split, income tax withholding, beneficially owned, +1 more
5 terms
restricted stock units financial
"Restricted stock units that vest in three equal installments on each anniversary of April 1, 2026"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
reverse stock split financial
"reflects the 1 for 25 reverse stock split of the Issuer's issued and outstanding common stock effective March 30, 2026"
A reverse stock split is when a company reduces the number of its shares outstanding, making each share more valuable. For example, if you own 100 shares worth $1 each, a 1-for-10 reverse split would turn your 100 shares into 10 shares worth $10 each. Companies often do this to boost their stock price and appear more stable to investors.
income tax withholding financial
"withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement"
beneficially owned financial
"The amount of securities beneficially owned following the reported transaction reflects the 1 for 25 reverse stock split"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
net settlement financial
"in connection with the net settlement of the restricted stock units and does not represent a sale"
FAQ
What insider transaction did agilon health (AGL) report for its CFO?
agilon health reported that CFO Jeffrey A. Schwaneke received a grant of 75,000 restricted stock units of Common Stock. These units are part of his equity compensation and will vest over time, aligning his interests with long-term company performance and shareholder value.
How do the 75,000 restricted stock units for AGL’s CFO vest over time?
The 75,000 restricted stock units granted to agilon health’s CFO vest in three equal installments on each anniversary of April 1, 2026. Vesting is conditioned on his continued employment, encouraging retention and long-term commitment to the company’s strategic and financial objectives.
What is the CFO’s total reported ownership in agilon health (AGL) after these transactions?
Following the reported transactions, agilon health’s CFO directly beneficially owned 140,342 shares of Common Stock, including restricted stock units, and indirectly beneficially owned 892 shares held by a trust. These ownership figures reflect the company’s 1-for-25 reverse stock split effective March 30, 2026.
How did agilon health’s reverse stock split affect the CFO’s reported holdings?
The footnotes state that the beneficially owned securities for agilon health’s CFO reflect a 1-for-25 reverse stock split of issued and outstanding common stock effective March 30, 2026. This corporate action reduced the share count proportionally while maintaining the economic value of his holdings.