agilon CFO shares withheld for RSU tax

Rhea-AI Filing Summary

agilon health, inc. Chief Financial Officer Jeffrey A. Schwaneke reported a routine tax-related share disposition. On the reported date, 2,311 shares of Common Stock were withheld by the company to satisfy income tax withholding and remittance obligations tied to the net settlement of restricted stock units, and this was not an open-market sale. After this withholding, Schwaneke directly holds 138,031 shares of Common Stock, which the disclosure notes includes restricted stock units.

Insider Trade Summary

Exercise Price or Tax Liability: 2,311 shares

Exercise Price or Tax Liability 1 txn

Insider Schwaneke Jeffrey A.

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,311	$111.74	$258K

Holdings After Transaction: Common Stock — 138,031 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

Shares withheld for taxes: 2,311 shares Holding after transaction: 138,031 shares Implied value per share: $111.74 per share

3 metrics

Shares withheld for taxes 2,311 shares Withheld to satisfy income tax obligations on RSU net settlement

Holding after transaction 138,031 shares Directly owned by CFO following tax-withholding disposition, includes RSUs

Implied value per share $111.74 per share Price per share used for the 2,311-share tax-withholding disposition

Key Terms

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

4 terms

restricted stock units financial

"in connection with the net settlement of the restricted stock units and does not represent a sale"

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.

income tax withholding financial

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

net settlement financial

"in connection with the net settlement of the restricted stock units and does not represent a sale"

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.

FAQ

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

What insider transaction did agilon health (AGL) report for CFO Jeffrey Schwaneke?

agilon health reported that CFO Jeffrey Schwaneke had 2,311 shares of Common Stock withheld to cover income tax obligations on restricted stock unit settlement. This is recorded as a disposition but was not an open-market sale or voluntary share sale.

Did the agilon health (AGL) CFO sell shares in the open market in this Form 4?

No, the filing states the 2,311 shares were withheld by the issuer to satisfy income tax withholding and remittance obligations. The footnote explicitly clarifies that this withholding does not represent a sale in the open market by the CFO.

How many agilon health (AGL) shares does the CFO hold after this tax withholding?

Following the tax withholding transaction, CFO Jeffrey Schwaneke directly owns 138,031 shares of agilon health Common Stock. The filing notes that this figure includes restricted stock units, giving a view of his ongoing equity-based interest in the company.

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

The tax-withholding disposition means the company withheld 2,311 shares to cover income tax on vested restricted stock units. This mechanism pays required taxes using shares rather than cash, and the filing specifies it should not be viewed as a voluntary share sale.

Are restricted stock units mentioned in the agilon health (AGL) insider filing?

Yes, the filing explains that the withholding was related to the net settlement of restricted stock units. It also notes that the CFO’s post-transaction holding of 138,031 shares includes restricted stock units, reflecting both vested and unvested equity components.

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

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Accepted by SEC EDGAR 07/02/2026 - 06:44 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^*

Schwaneke Jeffrey A.

(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 Financial Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

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	07/01/2026		F		2,311(1)	D	$111.74	138,031(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	07/02/2026
	** 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)