Shaker Benjamin 4

4 · agilon health, inc. · Filed Mar 11, 2026

AI-generated summary of this filing

Updated Mar 12, 2026

agilon health CMO Benjamin Receives 18,448 Shares on PSU Vest

What Happened

Benjamin Shaker, Chief Markets Officer of agilon health, had performance-based restricted stock units (PSUs) vest on March 9, 2026. The settlement resulted in 18,448 shares issued to him and 6,348 shares withheld by the company to satisfy tax withholding obligations (reported as a disposal).
The withheld shares were reported at $0.60 per share for a withholding value of $3,808. The acquisition of 18,448 shares is a company settlement of awards (not an open-market purchase).

Key Details

Transaction date: March 9, 2026; SEC filing date: March 11, 2026 (timely).
Reported transactions: Acquisition (P) of 18,448 shares (settlement of PSUs); Tax withholding (F) of 6,348 shares @ $0.60 each = $3,808.
Shares owned after transaction: Not specified in the provided excerpt of the filing.
Relevant footnotes:
- Award granted April 14, 2023; remaining PSUs vested March 9, 2026 (F1).
- PSU vesting amount determined by three‑year Revenue and Adjusted EBITDA goals; total attainment = 42% (F2).
- Each PSU converts to one share at settlement; transaction reflects settlement of PSUs (F3).
- Withheld shares represent tax withholding and are not a market sale (F4).
- Includes restricted stock units (F5).

Context

This was a routine equity award settlement following performance-based vesting, not a discretionary open-market buy or sale. The net settlement (shares issued minus withheld for taxes) is common practice and should be viewed as compensation realization rather than a signal of insider buying or selling intent.

Form 4

Period: 2026-03-09

Chief Markets Officer

Transactions

Purchase
Common Stock
[F1][F2][F3]
2026-03-09+18,448→ 1,386,122 total
Tax Payment
Common Stock
[F4][F5]
2026-03-09$0.60/sh−6,348$3,808→ 1,379,774 total

Footnotes (5)

[F1]This award was granted on April 14, 2023 and all remaining performance-based restricted stock units (PSUs) subject to the award vested on March 9, 2026.
[F2]The number of PSUs that vested was determined based on agilon health's predetermined Revenue and Adjusted EBITDA goals over a three-year period from January 1, 2023 through December 31, 2025. Total attainment achieved was 42%.
[F3]Each PSU represents the right to receive, at settlement, one share of common stock. This transaction represents the settlement of PSUs in shares of common stock on their scheduled vesting date.
[F4]Represents the number of shares of Common Stock that have been withheld by the issuer to satisfy its income tax withholding and remittance obligations in connection with the net settlement of the PSUs and does not represent a sale.
[F5]Includes restricted stock units.

Signature

/s/ Mimi Yang, as Attorney-in-Fact|2026-03-11

1 file