Agilon Health CMO covers taxes with share withholding

Rhea-AI Filing Summary

agilon health, inc. Chief Markets Officer Benjamin Shaker reported two small share dispositions that were solely for tax withholding. On April 15, 2026, 571 shares of Common Stock were withheld at $26.88 per share, leaving 122,850 shares held directly. On April 14, 2026, 104 shares were withheld at $22.68 per share, after which he held 123,421 shares. A footnote explains these were shares withheld by the issuer to satisfy income tax obligations in connection with net settlement of restricted stock units and do not represent open-market sales.

Insider Trade Summary

Exercise Price or Tax Liability: 675 shares

Exercise Price or Tax Liability 2 txns

Insider Shaker Benjamin

Role Chief Markets Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	571	$26.88	$15K
Exercise Price or Tax Liability	Common Stock	104	$22.68	$2K

Holdings After Transaction: Common Stock — 122,850 shares (Direct)

Footnotes (2)

1. F1. 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.
2. F2. Includes restricted stock units.

Key Figures

Tax-withheld shares total: 675 shares April 15 withholding: 571 shares at $26.88 April 14 withholding: 104 shares at $22.68 +2 more

5 metrics

Tax-withheld shares total 675 shares Shares withheld for income tax obligations tied to RSUs

April 15 withholding 571 shares at $26.88 Common Stock withheld for tax obligations on 2026-04-15

April 14 withholding 104 shares at $22.68 Common Stock withheld for tax obligations on 2026-04-14

Shares held after latest transaction 122,850 shares Direct Common Stock holdings following April 15, 2026 withholding

Shares held after prior day 123,421 shares Direct Common Stock holdings following April 14, 2026 withholding

Key Terms

tax-withholding disposition, restricted stock units, net settlement, income tax withholding

4 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

restricted stock units financial

"in connection with the net settlement of the restricted stock units"

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.

net settlement financial

"in connection with the net settlement of the restricted stock units"

income tax withholding financial

"withheld by the issuer to satisfy its income tax withholding and remittance obligations"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did agilon health (AGL) executive Benjamin Shaker report in this Form 4?

Benjamin Shaker reported share dispositions that were strictly for tax withholding. The issuer withheld 675 Common Stock shares tied to restricted stock unit settlements, and he continued to hold over 120,000 shares directly after these routine transactions.

Were the agilon health (AGL) Form 4 transactions open-market sales?

No, they were not open-market sales. Footnotes state the 675 withheld shares were used to satisfy income tax obligations from restricted stock unit net settlement, meaning the issuer withheld shares instead of selling stock into the market.

How many agilon health (AGL) shares were withheld for Benjamin Shaker’s taxes?

A total of 675 Common Stock shares were withheld for tax obligations. This includes 571 shares on April 15, 2026 at $26.88 per share and 104 shares on April 14, 2026 at $22.68 per share, according to the Form 4 summary data.

How many agilon health (AGL) shares does Benjamin Shaker hold after these Form 4 transactions?

After the latest tax-withholding transaction, Benjamin Shaker directly holds 122,850 Common Stock shares. The prior day’s reported balance was 123,421 shares, showing the small scale of the 675-share withholding relative to his remaining ownership.

What does 'tax-withholding disposition' mean in the agilon health (AGL) Form 4?

It refers to shares withheld by the issuer to cover income tax liabilities on equity awards. Instead of the insider paying cash taxes, the company withholds some vested or settled shares and remits the tax value, which is not an open-market sale.

Do the agilon health (AGL) Form 4 entries include derivative exercises or options?

No derivative exercises are shown in this filing. The transaction summary lists zero exercises and identifies both reported entries as tax-withholding dispositions related to restricted stock units, not option exercises or other derivative transactions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 04/16/2026 - 08:06 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Shaker Benjamin

(Last) (First) (Middle)

C/O AGILON HEALTH, INC.

440 POLARIS PARKWAY, SUITE 550

(Street)

WESTERVILLE OHIO 43082

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
agilon health, inc. [ AGL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Markets Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
04/14/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	04/14/2026		F		104	D	$22.68(1)	123,421	D
Common Stock	04/15/2026		F		571	D	$26.88(1)	122,850(2)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

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.

2. Includes restricted stock units.

Remarks:

	/s/ Mimi Yang, as Attorney-in-Fact	04/16/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)