Form 4: Agilon Health Director John Wulf Granted 78,724 Restricted Stock Units

Agilon Health, Inc. Director John William Wulf was granted 78,724 restricted stock units on May 28, 2025, increasing his total beneficial ownership to 284,857 shares.

Summary

• John William Wulf, a Director of agilon health, inc. (AGL), acquired 78,724 shares of Common Stock on May 28, 2025.
• These shares were acquired at a price of $0, indicating they are a grant, specifically identified as Restricted Stock Units (RSUs).
• Following this transaction, Mr. Wulf's total beneficial ownership in agilon health, inc. stands at 284,857 shares, which includes these newly acquired RSUs.
• The 78,724 restricted stock units are scheduled to vest in full on May 28, 2026, contingent upon his continued service as a director.

Sentiment

Score: 7

Explanation: The document reports a standard equity grant to a director, which is generally positive for aligning interests but does not indicate significant new operational or financial performance. It's a routine compensation event.

Positives

• Director John William Wulf received a grant of 78,724 Restricted Stock Units, aligning his interests with long-term shareholder value.
• The grant vests on May 28, 2026, subject to continued service, indicating management retention and commitment.

Risks

• The vesting of the 78,724 restricted stock units is subject to John William Wulf's continued service as a director until May 28, 2026.

Future Outlook

The vesting schedule for the granted Restricted Stock Units indicates a future milestone on May 28, 2026, contingent on the director's continued service, aligning his future compensation with the company's performance.

Industry Context

This Form 4 filing reflects a routine equity compensation grant to a director, a common practice across industries, including healthcare, to align executive and director incentives with shareholder interests. Such grants are standard components of compensation packages designed to retain key personnel and encourage long-term commitment.

Comparison to Industry Standards

• Equity grants to directors, such as Restricted Stock Units, are a standard component of compensation packages in publicly traded companies across various sectors, including healthcare.
• While the specific number of units granted (78,724) and the total beneficial ownership (284,857 shares) are specific to agilon health and Director Wulf, the mechanism of granting RSUs at a $0 price, vesting over time, is consistent with typical corporate governance and compensation practices seen in comparable companies like Oak Street Health (acquired by CVS) or ChenMed.
• These grants aim to align director interests with long-term shareholder value, a common benchmark for effective corporate governance.

Stakeholder Impact

• Shareholders: The grant of RSUs to a director aligns his interests with shareholders, as the value of his compensation is tied to the company's stock performance.

Next Steps

• Continued service of John William Wulf as a director until May 28, 2026, for the RSUs to vest.

Key Dates

Recommendation

Keywords

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