Form 4: Agilon Health CLO's Tax Withholding on Stock Units

Agilon Health's Chief Legal Officer, Denise Zamore, reported the withholding of 915 common shares for tax obligations related to restricted stock unit settlement.

Summary

• Denise Zamore, Chief Legal Officer of agilon health, inc. (AGL), reported a transaction on August 1, 2025.
• The transaction involved the disposition of 915 shares of Common Stock at a price of $1.7 per share.
• This disposition was not a sale but represents shares withheld by the issuer to cover income tax withholding and remittance obligations related to the net settlement of restricted stock units.
• Following this transaction, Ms. Zamore beneficially owns 443,125 shares of Common Stock, which includes restricted stock units.

Sentiment

Score: 5

Explanation: The filing reports a routine, non-discretionary transaction involving the withholding of shares for tax obligations related to restricted stock unit settlement. This is a standard aspect of executive compensation and does not inherently indicate positive or negative operational performance. The reported price of $1.7 per share for the withheld shares is unusual but is likely a specific tax valuation or a data entry anomaly, rather than a reflection of the company's market value.

Positives

• The transaction is a non-discretionary tax withholding, not a sale by the insider.
• It indicates the vesting and settlement of restricted stock units, a form of equity compensation.

Negatives

• The reported price of $1.7 per share for the withheld shares is notably low and may represent a specific valuation for tax purposes rather than the prevailing market price, or it could be a data entry discrepancy in the filing.

Future Outlook

NA

Industry Context

This filing details a routine insider transaction related to equity compensation, which is common across all industries for publicly traded companies. It does not provide specific insights into broader healthcare industry trends or competitive dynamics.

Stakeholder Impact

• Shareholders: Indicates the vesting of restricted stock units for a key executive, which is a standard component of executive compensation.
• Employees: Reflects the company's ongoing equity compensation practices.

Key Dates

Recommendation

This Form 4 reports a routine, non-discretionary tax withholding of shares related to the vesting of restricted stock units for a key executive. Such transactions are standard components of executive compensation and do not typically indicate a change in the company's fundamental performance or outlook. The reported price of $1.7 per share for the withheld shares is unusual but likely relates to a specific tax valuation rather than the market price, and therefore does not warrant a change in investment recommendation based solely on this filing.

Keywords

agilon health, AGL, Form 4, insider transaction, stock withholding, restricted stock units, equity compensation, Denise Zamore