agilon health (AGL) CLO reports 485-share tax withholding, holds 66,112 shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
agilon health, inc. Chief Legal Officer Denise Zamore reported a small tax-related share disposition. On the reported date, 485 shares of common stock were withheld by the company to cover income tax obligations from the net settlement of restricted stock units, and this did not involve an open-market sale. After this withholding, she held 66,112 shares directly, including restricted stock units.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Zamore Denise
Role
Chief Legal Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 485 | $92.54 | $45K |
Holdings After Transaction:
Common Stock — 66,112 shares (Direct, null)
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. Includes restricted stock units.
Key Figures
Tax-withheld shares: 485 shares
Price per share reference: $92.54 per share
Post-transaction holdings: 66,112 shares
3 metrics
Tax-withheld shares
485 shares
Shares withheld to cover income tax on RSU net settlement
Price per share reference
$92.54 per share
Value used for the 485-share tax-withholding disposition
Post-transaction holdings
66,112 shares
Denise Zamore’s direct holdings after tax withholding, including RSUs
Key Terms
restricted stock units, net settlement, income tax withholding, tax-withholding disposition
4 terms
restricted stock units financial
"Includes 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"
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
Was Denise Zamore’s agilon health (AGL) transaction a stock sale?
No, the transaction was not a sale. The 485 agilon health shares were withheld by the issuer to satisfy income tax withholding and remittance obligations tied to restricted stock units, rather than being sold in the open market.
What does a tax-withholding disposition mean for agilon health (AGL) insiders?
A tax-withholding disposition occurs when the company withholds shares to cover income tax due on equity awards. For agilon health insiders like Denise Zamore, it is a routine, non-market transaction linked to restricted stock unit vesting, not an active decision to buy or sell shares.