agilon health (NYSE: AGL) CMO boosts stake with share purchase

Rhea-AI Filing Summary

agilon health, inc. Chief Markets Officer Benjamin Shaker reported equity-related transactions tied to a performance stock award and a small net share increase. On March 9, 2026, he acquired 18,448 shares of common stock, recorded as an open-market purchase.

On the same date, 6,348 shares were withheld by the company to cover income tax obligations from the vesting and settlement of performance-based restricted stock units (PSUs), and this did not represent a sale. The PSUs, granted on April 14, 2023, vested based on revenue and adjusted EBITDA goals with total attainment of 42%. Following these transactions, Shaker directly holds 1,379,774 shares of common stock, and this figure includes restricted stock units.

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

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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 OH 43082

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
03/09/2026

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

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

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

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	03/09/2026		P		18,448(1)(2)	A	(3)	1,386,122	D
Common Stock	03/09/2026		F		6,348(4)	D	$0.5999	1,379,774(5)	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. This award was granted on April 14, 2023 and all remaining performance-based restricted stock units (PSUs) subject to the award vested on March 9, 2026.

2. 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. Total attainment achieved was 42%.

3. 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.

4. 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.

5. Includes restricted stock units.

Remarks:

	/s/ Mimi Yang, as Attorney-in-Fact	03/11/2026
	** 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).
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FAQ

What insider transactions did agilon health (AGL) Chief Markets Officer Benjamin Shaker report?

Benjamin Shaker reported acquiring 18,448 shares of agilon health common stock and a separate tax-related share withholding of 6,348 shares. These transactions were linked to the vesting and settlement of performance-based restricted stock units on March 9, 2026.

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

After the reported transactions, Benjamin Shaker directly holds 1,379,774 shares of agilon health common stock. This total includes restricted stock units, reflecting his combined direct ownership and unvested equity awards tied to his role as Chief Markets Officer.

Did Benjamin Shaker sell any agilon health (AGL) shares in this Form 4 filing?

The filing shows no open-market sales by Benjamin Shaker. The 6,348-share disposition was a tax-withholding transaction where shares were withheld by agilon health to satisfy income tax obligations upon PSU vesting, and it is explicitly described as not representing a sale.

What performance goals determined the vesting of Benjamin Shaker’s PSUs at agilon health (AGL)?

The vesting of Benjamin Shaker’s performance-based restricted stock units depended on agilon health’s Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2023 through December 31, 2025. The company reports that total attainment of these goals was 42%.

When did Benjamin Shaker’s agilon health (AGL) performance stock units vest and settle into shares?

The performance-based restricted stock units were granted on April 14, 2023 and all remaining PSUs vested on March 9, 2026. Each PSU represented the right to receive one share of common stock, and the Form 4 records their settlement into shares on that scheduled vesting date.

What does the tax-withholding disposition in Benjamin Shaker’s agilon health (AGL) Form 4 mean?

The tax-withholding disposition of 6,348 shares reflects shares withheld by agilon health to cover income tax obligations from PSU vesting. According to the filing, this represents the issuer’s withholding and remittance, and it does not constitute an open-market sale by Shaker.