Form 4: Agilon Health Director Granted Over 78,000 Restricted Stock Units

Diana McKenzie, a Director at agilon health, inc., was granted 78,724 restricted stock units (RSUs) on May 28, 2025, which are set to vest in full on May 28, 2026.

Summary

• Diana McKenzie, a Director of agilon health, inc. (AGL), was granted 78,724 shares of Common Stock in the form of Restricted Stock Units (RSUs) on May 28, 2025.
• The acquisition price for these RSUs was $0, indicating a grant rather than a purchase.
• These RSUs will vest in full on May 28, 2026, contingent upon Ms. McKenzie's continued service as a director.
• Following this transaction, Ms. McKenzie beneficially owns a total of 137,543 shares, which includes these newly acquired RSUs and previously held restricted stock units.

Sentiment

Score: 7

Explanation: The sentiment is positive as it indicates a standard and expected compensation practice that aligns director interests with shareholders. It is not highly impactful on its own but contributes to good corporate governance.

Positives

• The grant of Restricted Stock Units (RSUs) to a director aligns their interests with those of shareholders, as the value of the compensation is tied to the company's stock performance.
• This is a standard practice for director compensation, indicating ongoing commitment and incentivization for long-term value creation.

Risks

• The vesting of the 78,724 restricted stock units is subject to Diana McKenzie's continued service as a director until May 28, 2026, meaning the shares are not guaranteed if her service ceases before that date.

Future Outlook

The future outlook indicates that the 78,724 Restricted Stock Units granted to Director Diana McKenzie are scheduled to vest in full on May 28, 2026, provided she continues her service as a director.

Industry Context

The grant of restricted stock units to a director is a common and widely accepted practice in the healthcare and broader public company sectors. It serves as a key component of executive and director compensation, designed to align the interests of leadership with long-term shareholder value creation by tying compensation directly to the company's stock performance.

Comparison to Industry Standards

• The grant of Restricted Stock Units (RSUs) as compensation for directors is a standard practice across publicly traded companies, including those in the healthcare industry like agilon health.
• This method of compensation is comparable to practices at companies such as Oak Street Health (acquired by CVS Health), ChenMed, or other value-based care providers, where equity incentives are used to retain and motivate key personnel and board members.

Stakeholder Impact

• Shareholders: The RSU grant aligns the director's financial interests with the company's stock performance, potentially encouraging decisions that enhance shareholder value.
• Employees: No direct impact on general employees is indicated by this filing.

Next Steps

• The 78,724 Restricted Stock Units granted to Diana McKenzie are expected to vest on May 28, 2026, subject to her continued service as a director.

Key Dates

Keywords

agilon health, AGL, Form 4, SEC filing, insider transaction, restricted stock units, RSU, director compensation, equity grant, beneficial ownership