Form 4: Agilon Health CFO Acquires Shares
Statement of Changes in Beneficial Ownership
Agilon Health's Chief Financial Officer, Jeffrey A. Schwaneke, acquired 2,311 shares of common stock on July 1, 2026, through a net settlement of restricted stock units to cover tax obligations.
Summary
- Jeffrey A. Schwaneke, Chief Financial Officer of Agilon Health, Inc., acquired 2,311 shares of common stock on July 1, 2026.
- This acquisition was a result of shares being withheld by the issuer to satisfy income tax withholding and remittance obligations related to the net settlement of restricted stock units.
- The transaction code was 'F', indicating a forfeiture or withholding.
- The price per share for this transaction was $111.74.
- Following this transaction, Mr. Schwaneke beneficially owns 138,031 shares of common stock.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it represents a routine insider transaction for tax settlement and does not provide new financial information or strategic insights.
Positives
- The Chief Financial Officer continues to hold a significant number of shares (138,031) in the company, indicating continued confidence.
- The acquisition is a standard procedure for settling restricted stock units and covering tax liabilities, suggesting normal operational activity.
Negatives
- The filing does not explicitly detail any negative financial performance or operational challenges.
Risks
- The filing does not explicitly mention any current issues or potential future challenges.
Future Outlook
This filing is a statement of changes in beneficial ownership and does not contain forward-looking statements or guidance regarding future financial performance.
Industry Context
StockSavvy.ai notes that Form 4 filings are routine disclosures for insider transactions. The acquisition of shares by a CFO, even if for tax settlement, is a common event and typically reflects standard compensation practices rather than a strategic shift.
Stakeholder Impact
- Shareholders: The transaction is a standard settlement of restricted stock units and does not represent a new purchase or sale of shares by management, thus having a neutral immediate impact on shareholder perception of ownership.
Next Steps
- No specific next steps are mentioned in this filing.
Key Dates
| Date | Description |
|---|---|
| 07/01/2026 | Date of earliest transaction and acquisition of common stock. |
| 07/02/2026 | Date of signature for the filing. |
Keywords
Form 4, SEC Filing, Insider Transaction, Agilon Health, AGL, Stock Acquisition, Restricted Stock Units, Tax Withholding, Chief Financial Officer, Jeffrey A. Schwaneke
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