Shaker Benjamin 4

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.