Form 4: Agilon Health Officer's Tax Withholding Transaction

Agilon Health's Chief Accounting Officer, Timothy Gertsch, had 406 shares withheld for tax obligations related to restricted stock units.

Summary

• Timothy Gertsch, Chief Accounting Officer of agilon health, inc. (AGL), reported a disposition of 406 shares of Common Stock.
• The transaction occurred on August 16, 2025, and was classified as a disposition to the issuer to satisfy tax withholding obligations.
• The shares were valued at $1.11 per share for the purpose of tax withholding.
• This transaction represents shares withheld by the issuer to cover income tax withholding and remittance obligations tied to the net settlement of restricted stock units, and it is not a sale.
• Following this transaction, Timothy Gertsch beneficially owns 114,752 shares, which include restricted stock units.

Sentiment

Score: 5

Explanation: The filing is neutral as it reports a routine administrative transaction (tax withholding on restricted stock units) and does not indicate any strategic or operational changes.

Future Outlook

This filing is a routine disclosure of an insider transaction for tax purposes and does not contain forward-looking statements or guidance.

Industry Context

This Form 4 filing details a standard insider transaction related to equity compensation and tax obligations, which is a common occurrence across all industries for publicly traded companies with executive compensation plans involving restricted stock units. It does not provide specific insights into broader healthcare industry trends or competitive dynamics.

Stakeholder Impact

• Shareholders: Minimal direct impact as this is a routine tax-related transaction and not an open-market sale by an insider.

Key Dates

Recommendation

This Form 4 filing details a routine, non-discretionary disposition of shares for tax withholding purposes by a corporate officer. It does not reflect a change in the officer's investment thesis or the company's fundamentals, nor does it provide new information that would warrant a change in investment recommendation. Therefore, a 'hold' recommendation is appropriate as this specific filing offers no new actionable insights for a seasoned investor.

Keywords

agilon health, AGL, Timothy Gertsch, Chief Accounting Officer, SEC Form 4, insider transaction, stock withholding, restricted stock units, tax obligations