Overview
Compare with DaVita, Progyny, Inc. or Sotera Health Co, or pick any stock.
- TickerAGL on NYSE1
- IndustryServices-Misc Health & Allied Services, NEC1
- HeadquartersWesterville, Ohio1
- Incorporated inDE2
- Business address440 Polaris Parkway, Suite 550, Westerville, Oh 430822
- Filer categoryLarge accelerated filer2
See how the biggest companies compare on our leaderboards
Our business is transforming healthcare by empowering the primary care physicians (“PCP”) to be the agents for change in the communities they serve. We believe that PCPs, with their intimate patient-physician relationships, are best positioned to drive meaningful change in quality, cost and patient experience when provided with the right infrastructure and payment model. Through our combination of the agilon platform, a long-term partnership model with existing physician groups and a growing network of like-minded physicians, we believe we are poised to revolutionize healthcare for seniors across communities throughout the United States (“U.S.”). We believe our purpose-built model provides the necessary capabilities, capital and business model for existing physician groups to create a Medicare-centric, globally capitated line of business. Our model operates by primarily forming risk-bear…4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
-7.8%Operating margin5
-6.6%Net margin5
-2.1%Revenue growth, 20255
-308.8%Return on equity5
0.12×Debt to equity5
-$119.0MFree cash flow5
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Other costs100¢$5.9B
- Income tax0¢$1.3M
Out of $5.9B in revenue.5 The company lost money this year.
Financial statements
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue | $794.4M6 | $1.2B7 | $1.5B8 | $2.4B9 | $4.3B5 | $6.1B5 | $5.9B5 |
| Operating expenses | $2.2B7 | $2.8B7 | $4.5B5 | $6.4B5 | $6.4B5 | ||
| Operating income | -$106.6M6 | -$56.7M7 | -$372.2M8 | -$105.4M9 | -$232.1M5 | -$292.1M5 | -$463.2M5 |
| Interest | $9.1M6 | $8.1M7 | $6.1M8 | $4.5M8 | $6.7M8 | ||
| Income before tax | -$383.0M8 | -$90.7M9 | -$194.5M5 | -$248.8M5 | -$404.1M5 | ||
| Income tax | -$232.0K6 | $865.0K7 | $886.0K8 | $1.6M9 | $791.0K5 | $1.5M5 | $1.3M5 |
| Net income | -$282.6M6 | -$60.1M7 | -$406.5M8 | -$106.6M9 | -$262.6M5 | -$260.2M5 | -$391.3M5 |
| Shares (weighted, basic) | 372.9M shares8 | 408.2M shares9 | 408.9M shares5 | 411.0M shares5 | 414.0M shares5 | ||
| Shares (weighted, diluted) | 372.9M shares8 | 408.2M shares9 | 408.9M shares5 | 411.0M shares5 | 414.0M shares5 |
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Cash | $139.2M7 | $106.8M6 | $1.0B7 | $465.3M8 | $107.6M9 | $188.2M5 | $173.7M5 |
| Current assets | $294.2M6 | $1.4B7 | $1.5B8 | $1.5B9 | $1.5B5 | $1.1B5 | |
| Property, plant and equipment | $9.2M7 | $19.9M8 | $27.6M9 | $28.2M5 | $25.4M5 | ||
| Goodwill | $41.5M7 | $2.5M8 | $24.1M9 | $24.1M5 | $05 | ||
| Intangible assets | $55.4M7 | $18.4M8 | $63.8M9 | $72.8M5 | $65.7M5 | ||
| Total assets | $446.4M6 | $1.6B7 | $1.7B8 | $1.7B9 | $1.7B5 | $1.3B5 | |
| Short-term debt | $5.0M7 | $5.0M8 | $6.2M8 | $05 | $19.2M5 | ||
| Current liabilities | $266.8M6 | $357.0M7 | $535.1M8 | $977.2M9 | $1.2B5 | $1.1B5 | |
| Long-term debt | $64.7M6 | $43.4M7 | $38.5M8 | $32.3M9 | $34.9M5 | $15.8M5 | |
| Total liabilities | $421.6M6 | $494.7M7 | $656.9M8 | $1.1B9 | $1.3B5 | $1.1B5 | |
| Retained earnings | -$957.7M7 | -$1.1B8 | -$1.3B9 | -$1.6B5 | -$2.0B5 | ||
| Shareholders’ equity | -$232.0M7 | -$284.7M6 | $1.1B7 | $1.0B8 | $661.8M9 | $471.0M9 | $126.7M5 |
| Shares outstanding | 249.4M shares6 | 400.1M shares7 | 412.4M shares8 | 406.4M shares9 | 412.2M shares5 | 414.7M shares5 |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
| Fiscal year | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -$103.9M6 | -$53.2M7 | -$148.2M8 | -$130.8M9 | -$156.2M5 | -$57.8M5 | -$105.8M5 |
| Depreciation and amortization | $14.7M8 | $13.8M9 | $20.2M5 | $24.5M5 | $28.6M5 | ||
| Stock-based compensation | $292.4M8 | $28.4M9 | $69.5M5 | $50.7M5 | $49.1M5 | ||
| Capital spending | $2.9M6 | $1.8M7 | $6.6M8 | $15.4M9 | $15.8M5 | $13.3M5 | $13.2M5 |
| Free cash flow | -$106.8M | -$55.0M | -$154.7M | -$146.2M | -$172.0M | -$71.0M | -$119.0M |
| Cash from investing | -$90.5M8 | -$444.4M9 | -$44.0M5 | $139.9M5 | $88.6M5 | ||
| Share buybacks | $6.7M7 | $200.0M5 | |||||
| Cash from financing | $1.2B8 | $28.1M9 | -$193.1M5 | -$2.6M5 | -$3.0M5 |
Corporate structure
agilon health, inc. sits at the top of its group. 90 entities, 5 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of agilon health, inc.
- AQR CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G/A on agilon health, inc., latest Aug 12, 2026 (2 filings since May 14, 2026)
- Goldman Sachs Filed SCHEDULE 13G/A on agilon health, inc., latest Aug 11, 2026 (2 filings since May 13, 2026)
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on agilon health, inc., latest Jan 30, 2026 (3 filings since Feb 13, 2024)
- North Peak Capital Management, LLC Filed SCHEDULE 13G/A on agilon health, inc., latest Nov 13, 2025 (2 filings since Aug 29, 2025)
- FMR LLC Filed SCHEDULE 13G/A on agilon health, inc., latest Nov 5, 2025 (7 filings since Feb 9, 2022)
- Capital World Investors Filed SCHEDULE 13G/A on agilon health, inc., latest Sep 5, 2025 (8 filings since Feb 11, 2022)
- Capital International Investors Filed SCHEDULE 13G/A on agilon health, inc., latest Aug 13, 2025 (2 filings since Feb 14, 2025)
- Wellington Management Company Filed SCHEDULE 13G/A on agilon health, inc., latest May 12, 2025 (6 filings since Feb 6, 2023)
- Morgan Stanley Filed SCHEDULE 13G/A on agilon health, inc., latest May 5, 2025 (6 filings since Jan 7, 2022)
- BlackRock Filed SC 13G on agilon health, inc., latest Nov 8, 2024 (2 filings since Oct 24, 2024)
- CD&R Vector Holdings, L.P. Filed SC 13G/A on agilon health, inc., latest Feb 8, 2024 (3 filings since Feb 14, 2022)
- agilon health, inc. Westerville, Ohio
- agilon Equity PPCP Holdings, LLC Subsidiary · Delaware, United States
- agilon health Catalyst Health Network ACO, Inc. Subsidiary · Ohio, United States
- agilon health Coastal ACO, Inc. Subsidiary · Hawaii, United States
- agilon health Coastal DCE, Inc. Subsidiary · South Carolina, United States
- agilon health Columbus Ohio ACO, Inc. Subsidiary · Ohio, United States
- Agilon Health Holdings, Inc. Subsidiary · Delaware, United States
- agilon health India Private Limited Subsidiary · India
- Agilon Health Intermediate Holdings, Inc. Subsidiary · Delaware, United States
- agilon health Kentucky ACO, Inc. Subsidiary · Kentucky, United States
- agilon health management, inc. Subsidiary · Delaware, United States
- agilon health Michigan ACO, Inc. Subsidiary · Michigan, United States
- agilon health Mid-Atlantic ACO, Inc. Subsidiary · North Carolina, United States
- agilon health Northeast Ohio ACO, Inc. Subsidiary · Ohio, United States
- agilon health Northeastern ACO, Inc. Subsidiary · New York, United States
- agilon health of California, Inc. Subsidiary · Delaware, United States
- agilon health Ohio ACO, Inc. Subsidiary · Ohio, United States
- agilon health Pennsylvania ACO, Inc. Subsidiary · Pennsylvania, United States
- agilon health Technology Corporation (fka My Personal Health Record Express, Inc.) Subsidiary · Delaware, United States
- agilon health Texas ACO, Inc. Subsidiary · Texas, United States
- agilon New York Holdco, Inc. Subsidiary · New York, United States
- Arkansas agilon Holdco, Inc. Subsidiary · Arkansas, United States
- Arkansas RBE, Inc. Subsidiary · Arkansas, United States
- Buffalo IPA, Inc. Subsidiary · New York, United States
- Buffalo RBE, Inc. Subsidiary · New York, United States
- Cal Care IPA, Inc. Subsidiary · California, United States
- and 64 more
Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What agilon health, inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Computer equipment and software | $56.1M5 Dec 31, 2025 | $45.5M5 Dec 31, 2024 | +23.2% |
| Property and equipment, before depreciation | $52.8M9 Dec 31, 2024 | $41.9M9 Dec 31, 2023 | +26.1% |
| Accumulated depreciation | $3.3M5 Dec 31, 2025 | $4.7M5 Dec 31, 2024 | −29.6% |
| Property and equipment, net | $25.4M5 Dec 31, 2025 | $28.2M5 Dec 31, 2024 | −9.8% |
| Operating-lease assets (leased space) | $3.5M5 Dec 31, 2025 | $8.8M5 Dec 31, 2024 | −59.7% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $173.7M5 Dec 31, 2025 | $188.2M5 Dec 31, 2024 | −7.7% |
| Stakes in other companies (equity method) | $59.8M5 Dec 31, 2025 | $61.8M5 Dec 31, 2024 | −3.2% |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $05 Dec 31, 2025 | $24.1M5 Dec 31, 2024 | −100.0% |
| Intangible assets, net (excluding goodwill) | $65.7M5 Dec 31, 2025 | $72.8M5 Dec 31, 2024 | −9.7% |
| Finite-lived intangibles, gross | $127.6M5 Dec 31, 2025 | $123.8M5 Dec 31, 2024 | +3.0% |
| Accumulated amortization | $61.8M5 Dec 31, 2025 | $51.1M5 Dec 31, 2024 | +21.1% |
| Finite-lived intangibles, net | $65.7M5 Dec 31, 2025 | $72.8M5 Dec 31, 2024 | −9.7% |
Properties, in its own words
As of December 31, 2025, we leased approximately 72,000 gross square feet relating to 13 office facilities. We believe our facilities are adequate and suitable for our current needs and that should it be needed, suitable additional or alternative space will be available to accommodate our operations.
Item 2 of the 10-K filed Feb 25, 2026.4
Leadership
Who has led agilon health, inc., and when. Pick a name to see everywhere that person has worked.
Chief executive
President
Chief financial officer
2025
- Chief executive officerSteven Sell Apr 14, 2021 to now12
- PresidentSteven Sell Apr 14, 2021 to now12
- Chief financial officerJeffrey A. Schwaneke Jul 3, 2024 to now13
- Chief financial officerTimothy Bensley Apr 14, 2021 to Apr 17, 202414
Board members and other officers (24)
- Chief Accounting OfficerTimothy Gertsch Aug 18, 2023 to now15
- Chief Accounting OfficerPriscilla Kasenchak Oct 5, 2022 to Apr 18, 202316
- Chief Med. & Quality OfficerBenjamin Kornitzer Apr 14, 2021 to Mar 18, 202417
- Chief Markets OfficerBenjamin Shaker Apr 14, 2021 to now18
- Chief Technology OfficerGirish Venkatachaliah Apr 14, 2021 to now19
- Chief Accounting OfficerGlenn Sobotka Apr 14, 2021 to Sep 29, 202220
- Chief Administrative OfficerJoan Danieley Apr 14, 2021 to Dec 21, 202121
- Exper. & Innovation OfficerLisa Dombro Apr 14, 2021 to Sep 15, 202122
- Chief Business OfficerTheodore Halkias Apr 14, 2021 to Jan 3, 202223
- Chief Strategy & Dev. OfficerVeeral Desai Apr 14, 2021 to Apr 17, 202424
- Board memberDiana McKenzie Feb 22, 2023 to now25
- Board memberSilvana Battaglia Jun 26, 2023 to now26
- Board memberJeffrey A. Schwaneke Aug 12, 2022 to May 31, 202427
- Board memberClay Richards Apr 14, 2021 to Apr 18, 202328
- Board memberDerek L. Strum Apr 14, 2021 to Apr 14, 202129
- Board memberJohn William Wulf Apr 14, 2021 to now30
- Board memberMichelle A. Gourdine Apr 14, 2021 to Apr 20, 202231
- Board memberRavi Sachdev Apr 14, 2021 to Apr 14, 202132
- Board memberRichard J. Schnall Apr 14, 2021 to Sep 13, 202133
- Board memberRon Williams Apr 14, 2021 to now34
- Board memberSharad Mansukani Apr 14, 2021 to now35
- Board memberSteven Sell Apr 14, 2021 to now12
- Board memberKaren McLoughlin Jul 14, 2021 to now36
- General counselDenise Zamore Mar 24, 2025 to now37
Subsidiaries and ownership
Subsidiaries (Exhibit 21)
- Agilon Health Holdings, Inc. Delaware3
- Agilon Health Intermediate Holdings, Inc. Delaware3
- Arkansas RBE, Inc. Arkansas3
- Arkansas agilon Holdco, Inc. Arkansas3
- Buffalo IPA, Inc. New York3
- Buffalo RBE, Inc. New York3
- Cal Care IPA, Inc. California3
- Central Illinois RBE, Inc. Illinois3
- Connecticut Holdco, Inc. Connecticut3
- Connecticut RBE, Inc. Connecticut3
- Core Care Holdings, Inc. Ohio3
- Core Care Select West Ohio, Inc. Ohio3
- Core Care Select – Akron, Inc. Ohio3
- Core Care Select – Columbus, Inc. Ohio3
- Core Care Select – Dayton, Inc. Ohio3
- Core Care Select – Southeast Ohio, Inc. Ohio3
- Core Care Select – Toledo, Inc. Ohio3
- Core Care Select, Inc. Ohio3
- Cyber Pro Systems, Inc, California3
- Georgia Holdco, LLC Georgia3
- Georgia RBE - Northeast, LLC Georgia3
- Illinois Holdco, Inc. Illinois3
- Kentucky - SE RBE, Inc. Kentucky3
- Kentucky Holdco, Inc. Kentucky3
All 90 listed subsidiaries
- Kentucky RBE, Inc. Kentucky3
- Laukahi Physician Network, LLC Delaware3
- Lineage Investments, Inc. California3
- Los Angeles Medical Center IPA California3
- Maine Holdco, Inc. Maine3
- Maine RBE, Inc. Maine3
- Michigan Holdco, Inc. Michigan3
- Michigan RBE – UP, Inc. Michigan3
- Michigan RBE, Inc. Michigan3
- Minnesota Holdco, Inc. Minnesota3
- Minnesota – Twin Cities RBE, Inc. Minnesota3
- My Personal Health Record Express India Pvt. Ltd. (India) India3
- My Personal Health Record Express PTY Ltd. (Australia ) Australia3
- My Personal Health Record Express Pte. Ltd. (Singapore) Singapore3
- My Personal Health Serviços De Informática S.A. (Brazil) Brazil3
- New Hampshire Holdco, Inc. New Hampshire3
- New Hampshire RBE, Inc. New Hampshire3
- North Carolina Holdco, LLC North Carolina3
- North Carolina RBE - Greensboro, LLC North Carolina3
- North Carolina RBE - Piedmont, Inc. North Carolina3
- North Carolina RBE - Pinehurst, Inc. North Carolina3
- North Carolina RBE, Inc. North Carolina3
- Oklahoma Agilon Holdco, Inc. Oklahoma3
- Oklahoma RBE, Inc. Oklahoma3
- Pennsylvania Holdco, LLC Pennsylvania3
- Pennsylvania RBE – Central, LLC Pennsylvania3
- Pittsburgh RBE, Inc. Pennsylvania3
- Population Health, LLC Ohio3
- Primary Provider Management Co., Inc. California3
- South Carolina Holdco, LLC South Carolina3
- South Carolina RBE - West, LLC South Carolina3
- South Carolina RBE, Inc. South Carolina3
- South Carolina RBE-Liberty, Inc. South Carolina3
- Syracuse IPA, Inc. New York3
- Tennessee Holdco, Inc. Tennessee3
- Tennessee RBE, Inc. Tennessee3
- Texas East RBE, Inc. Texas3
- Texas Holdco, Inc. Texas3
- Texas RBE – Dallas, Inc. Texas3
- Texas RBE, Inc. Texas3
- Vantage Care Holdings, LLC California3
- Vantage Care, Inc. California3
- Vantage Medical Group, Inc. California3
- Vector Cal Care Parent, Inc. California3
- Vector LAMC Parent, Inc. California3
- Vector Vantage Parent, Inc. California3
- Wisconsin Holdco, Inc. Wisconsin3
- Wisconsin RBE, Inc. Wisconsin3
- agilon Equity PPCP Holdings, LLC Delaware3
- agilon New York Holdco, Inc. New York3
- agilon health Catalyst Health Network ACO, Inc. Ohio3
- agilon health Coastal ACO, Inc. Hawaii3
- agilon health Coastal DCE, Inc. South Carolina3
- agilon health Columbus Ohio ACO, Inc. Ohio3
- agilon health India Private Limited India3
- agilon health Kentucky ACO, Inc. Kentucky3
- agilon health Michigan ACO, Inc. Michigan3
- agilon health Mid-Atlantic ACO, Inc. North Carolina3
- agilon health Northeast Ohio ACO, Inc. Ohio3
- agilon health Northeastern ACO, Inc. New York3
- agilon health Ohio ACO, Inc. Ohio3
- agilon health Pennsylvania ACO, Inc. Pennsylvania3
- agilon health Technology Corporation (fka My Personal Health Record Express, Inc.) Delaware3
- agilon health Texas ACO, Inc. Texas3
- agilon health management, inc. Delaware3
- agilon health of California, Inc. Delaware3
The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Former names
- Agilon Health Topco, Inc.Dec 21, 2020 to Feb 10, 20212
Timeline
- Aug 5, 20268-K Results of operations38
- Jul 22, 20268-K Executive or director change39
- Jun 3, 20268-K Shareholder vote40
- May 6, 20268-K Results of operations41
- Apr 27, 20268-K Executive or director change; Regulation FD disclosure42
- Mar 30, 20268-K Change to shareholders' rights; Bylaws or fiscal year changed43
- Mar 18, 20268-K Shareholder vote; Other events44
- Feb 25, 20268-K Results of operations; Regulation FD disclosure45
- Feb 12, 20268-K Entered a material agreement; New debt or obligation46
- Jan 7, 20268-K Executive or director change47
- Nov 7, 20258-K Listing notice or transfer; Regulation FD disclosure48
- Nov 4, 20258-K Results of operations; Regulation FD disclosure49
- Apr 14, 2021New chief executive Steven Sell becomes CEO12
Calendar
Coming up
- Nov 4, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported ($6.75) a share, on Nov 4, 2025.50
When it reported results
- Aug 5, 2026Reported quarterly or annual results38
- May 6, 2026Reported quarterly or annual results41
- Feb 25, 2026Reported quarterly or annual results45
- Nov 4, 2025Reported quarterly or annual results49
- Aug 4, 2025Reported quarterly or annual results51
- May 6, 2025Reported quarterly or annual results52
- Feb 25, 2025Reported quarterly or annual results53
- Nov 7, 2024Reported quarterly or annual results54
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
350 filings to the SEC since October 2021: 6 annual reports, 15 quarterly reports, 52 major events, 199 insider forms, 43 large holders, 35 other. The latest 20:
- Aug 18, 20264 EDGAR
- Aug 12, 2026SCHEDULE 13G/A EDGAR
- Aug 11, 2026SCHEDULE 13G/A EDGAR
- Aug 5, 202610-Q EDGAR
- Aug 5, 20268-K EDGAR
- Aug 4, 20264 EDGAR
- Jul 22, 20268-K EDGAR
- Jul 2, 20264 EDGAR
- Jun 5, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 4, 20264 EDGAR
- Jun 3, 20268-K EDGAR
- May 27, 20264 EDGAR
- May 14, 2026SCHEDULE 13G EDGAR
- May 13, 2026SCHEDULE 13G EDGAR
- May 11, 20264 EDGAR
The 350 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
138 open-market trades by officers, directors and large owners since October 2021: 23 buys and 115 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Mar 9, 2026 | Zamore DeniseChief Legal Officer | Buy | 5,535 | Form 4 | ||
| Mar 9, 2026 | Venkatachaliah GirishChief Technology Officer | Buy | 18,448 | Form 4 | ||
| Mar 9, 2026 | Shaker BenjaminChief Markets Officer | Buy | 18,448 | Form 4 | ||
| Mar 2, 2026 | Shaker BenjaminChief Markets Officer | Buy | 500,000 | $0.60 | $300.0K | Form 4 |
| Nov 12, 2025 | Wulf John WilliamDirector | Buy | 81,000 | $0.63 | $51.0K | Form 4 |
| Mar 14, 2025 | Sell StevenCEO & President | Buy | 42,426 | Form 4 | ||
| Mar 14, 2025 | Shaker BenjaminChief Markets Officer | Buy | 11,786 | Form 4 | ||
| Mar 14, 2025 | Venkatachaliah GirishChief Technology Officer | Buy | 9,429 | Form 4 | ||
| Dec 13, 2024 | McLoughlin KarenDirector | Buy | 25,000 | $2.20 | $55.0K | Form 4 |
| Dec 11, 2024 | Battaglia SilvanaDirector | Buy | 25,062 | $2.01 | $50.4K | Form 4 |
| Dec 9, 2024 | MCKENZIE DIANADirector | Buy | 7,500 | $2.20 | $16.5K | Form 4 |
| Dec 5, 2024 | Wulf John WilliamDirector | Buy | 45,000 | $2.18 | $98.1K | Form 4 |
| Nov 25, 2024 | MCKENZIE DIANADirector | Buy | 12,500 | $2.28 | $28.5K | Form 4 |
| Sep 12, 2024 | Sell StevenCEO & President | Buy | 20,000 | $3.36 | $67.2K | Form 4 |
| Mar 14, 2024 | Kornitzer BenjaminChief Med. & Quality Officer | Buy | 5,434 | Form 4 | ||
| Mar 14, 2024 | Venkatachaliah GirishChief Technology Officer | Buy | 5,434 | Form 4 | ||
| Mar 14, 2024 | Shaker BenjaminChief Markets Officer | Buy | 274,455 | Form 4 | ||
| Mar 14, 2024 | Desai VeeralChief Strategy & Dev. Officer | Buy | 11,956 | Form 4 | ||
| Mar 14, 2024 | Bensley TimothyChief Financial Officer | Buy | 14,945 | Form 4 | ||
| Nov 29, 2023 | Schwaneke Jeffrey A.Chief Financial Officer | Buy | 22,300 | $11.22 | $250.2K | Form 4 |
All 138 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- AQR CAPITAL MANAGEMENT LLCSCHEDULE 13G/A, 2 filings May 14, 2026 to Aug 12, 202655
- Goldman SachsSCHEDULE 13G/A, 2 filings May 13, 2026 to Aug 11, 202656
- VANGUARD GROUP INCSCHEDULE 13G/A, 3 filings Feb 13, 2024 to Jan 30, 202657
- North Peak Capital Management, LLCSCHEDULE 13G/A, 2 filings Aug 29, 2025 to Nov 13, 202558
- FMR LLCSCHEDULE 13G/A, 7 filings Feb 9, 2022 to Nov 5, 202559
- Capital World InvestorsSCHEDULE 13G/A, 8 filings Feb 11, 2022 to Sep 5, 202560
- Capital International InvestorsSCHEDULE 13G/A, 2 filings Feb 14, 2025 to Aug 13, 202561
- Wellington Management CompanySCHEDULE 13G/A, 6 filings Feb 6, 2023 to May 12, 202562
- Morgan StanleySCHEDULE 13G/A, 6 filings Jan 7, 2022 to May 5, 202563
- BlackRockSC 13G, 2 filings Oct 24, 2024 to Nov 8, 202464
- CD&R Vector Holdings, L.P.SC 13G/A, 3 filings Feb 14, 2022 to Feb 8, 202465
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Steven SellFormer Chief Executive Officer and President | $431.5K | $7.3M66 | |
| 2025 | Jeffrey SchwanekeChief Financial Officer and Interim Co-Principal Executive Officer | 50 | $625.0K | $5.6M66 |
| 2025 | Benjamin ShakerChief Markets Officer and Interim Co-Principal Executive Officer | 43 | $450.0K | $5.4M66 |
| 2025 | Denise ZamoreChief Legal Officer and Corporate Secretary | 51 | $425.0K | $3.1M66 |
| 2025 | Girish VenkatachaliahChief Technology Officer | 53 | $425.0K | $2.1M66 |
| 2024 | Jeffrey SchwanekeChief Financial Officer and Interim Co-Principal Executive Officer | 50 | $315.1K | $7.1M66 |
| 2024 | Steven SellFormer Chief Executive Officer and President | $750.0K | $5.4M66 | |
| 2024 | Benjamin ShakerChief Markets Officer and Interim Co-Principal Executive Officer | 43 | $425.0K | $4.1M66 |
| 2024 | Girish VenkatachaliahChief Technology Officer | 53 | $425.0K | $2.6M66 |
| 2023 | Steven SellFormer Chief Executive Officer and President | $750.0K | $5.3M66 | |
| 2023 | Benjamin ShakerChief Markets Officer and Interim Co-Principal Executive Officer | 43 | $400.0K | $2.9M66 |
| 2023 | Girish VenkatachaliahChief Technology Officer | 53 | $350.0K | $2.9M66 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How agilon health, inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGARagilon health, inc.1
- CIK0001831097
- Employer ID (EIN)37-19151474
- Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company4
- Incorporated inDelaware4
- Fiscal year endsDecember 311
- Industry code (SIC)8090 Services-Misc Health & Allied Services, NEC1
- SEC reviewing officeOffice of Industrial Applications and Services, Division of Corporation Finance1
- Business address440 Polaris Parkway, Suite 550, Westerville, OH 430821
- Phone562-256-38001
- Shares outstanding16,791,210 as of Jul 30, 202611
- Public float$709.4M as of Jun 30, 20254
- AuditorErnst & Young LLP, Los Angeles, California PCAOB ID 42; it also attests to the company’s internal control over financial reporting4
- On EDGAR sinceDec 21, 20201
- Filings430 in all: 4 (210), 8-K (56), 3 (28), 10-Q (17), SC 13G/A (16), SCHEDULE 13G/A (14), 4/A (11), DEFA14A (9)1
All 31 form types
SC 13G (8), 144 (7), CORRESP (7), DEF 14A (6), UPLOAD (6), 10-K (5), SCHEDULE 13G (5), ARS (3), 424B4 (2), 424B7 (2), DRS (2), DRSLTR (2), EFFECT (2), S-1 (2), S-1/A (2), 10-K/A (1), 8-A12B (1), CERT (1), DRS/A (1), FWP (1), PRE 14A (1), S-3ASR (1), S-8 (1)
- Latest filingsAnnual report (10-K) Feb 25, 2026
Quarterly report (10-Q) Aug 5, 2026
Proxy statement (DEF 14A) Apr 22, 2026
Latest 8-K (8-K) Aug 5, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common stock, $0.01 par value | AGL | The New York Stock Exchange |
From the cover page of the 10-K filed Feb 25, 2026 (Section 12(b) of the Exchange Act).4
Risk factors and legal proceedings
The risks agilon health, inc. names in Item 1A of its 10-K filed Feb 25, 2026: 61 risks under these headings, as written.4
- Risks Related to Our Business
- Risks Related to Our Reliance on Third Parties
- Risks Related to Our Industry and Government Programs
- Legal and Regulatory Risks
- Risks Related to Our Indebtedness
- Risks Related to Our Common Stock
- General Risks
- We have a history of net losses, we anticipate increasing expenses in the future, and we may not achieve or maintain profitability.
- Any failure by us to identify and develop successful new geographies, physician partners and payors and to successfully execute upon our growth initiatives and achieve required operational scale to support our growth may have a material adverse effect on our business, financial condition, cash flows, and results of operations.
- We may be unsuccessful in executing our operating strategies, or we may not achieve results consistent with our historical performance.
- Amounts of medical expenses that are incurred on behalf of our members may exceed the amount of medical revenues we receive to provide care for such members.
- As we expand into new geographies, we may be unable to secure contracts with MA payors, or such contracts may be established at less favorable financial terms than are necessary to meet our financial targets.
The other 56 risks
- We incur startup costs during the initial stages of development of our physician partner relationships and program initiatives, and if we are unable to maintain and grow these physician partner relationships or program initiatives over time, we may not recover these costs.
- We may require substantial additional capital to support our business in the future, which might not be available on acceptable terms, or at all.
- Significant reduction in our membership could have an adverse effect on our business, financial condition, cash flows, and results of operations.
- The transition to a Total Care Model may be challenging for physician partners.
- Our estimates of our members’ risk adjustment factors, medical services expense, incurred but not reported claims, and earnings pursuant to payor contracts could be inaccurate.
- Public health crises, such as COVID-19, could adversely affect us.
- Restrictive clauses in some of our contracts with physician partners may prohibit us from establishing new RBEs within certain geographies in the future, and as a result, may limit our growth.
- Exclusivity provisions in some of our agreements with physician partners could subject us to investigations or litigation.
- We rely on our management team and key employees, and our business, financial condition, cash flows, and results of operations could be harmed if we are unable to hire and retain qualified personnel.
- We may never realize the full value of our intangible assets, which could cause us to record impairments that may negatively affect our financial condition and results of operations.
- Security breaches, cybersecurity attacks, loss of data and other disruptions to our information systems could compromise sensitive information related to our business and expose us to liability, which could adversely affect our operations, financial condition, cash flows and results of operation.
- If we are unable to protect the confidentiality of our know-how and other proprietary and internally developed information, our operations could be adversely affected.
- Our subsidiaries’ lack of performance or ability to fund their operations could require us to fund such losses.
- We use and expect to expand our use of algorithms, AI, and machine learning in our business and challenges with properly managing the development and use of these technologies could result in harm to our reputation, business or customers, legal liability and adversely affect our results of operations
- We are economically dependent on maintaining our contracts with a limited number of key payors.
- Our contracts with our payors are for limited terms and may not be renewed upon their expiration.
- We rely on our payors for timely and accurate membership attribution and assignment, data and reporting, and claims payment, each of which directly impacts our financial performance.
- We are dependent on physician partners and other providers to effectively manage the quality and cost of care and perform obligations under payor contracts.
- Difficulties in obtaining accurate and complete diagnosis data could have adverse consequences.
- We depend on physician partners to accurately, timely and sufficiently document their services, and their failure to do so could result in nonpayment for services rendered or allegations of fraud. If any diagnosis information or encounter data is inaccurate or incorrect, claims or encounter data submissions to payors may not be compliant, resulting in potential overpayments, possible recoupments and possible liability under the federal FCA or through RADV audits.
- We rely on third-party software and data to operate our business and provide services to our members and physician partners, and any restrictions on our use of, or ability to license, such third-party resources could adversely affect our business, financial condition, cash flows, and results of operations.
- We rely on third-party internet infrastructure and bandwidth providers for our operations, and any failure or interruption in the services provided by these third parties could negatively impact our ability to operate and our relationships with members and physician partners and adversely affect our business, financial condition, cash flows, and results of operations.
- Consolidation in the healthcare industry could have a material adverse effect on our business, financial condition, cash flows, and results of operations.
- Substantially all of our total revenues relate to federal government healthcare programs, and reductions in their reimbursement rate or methodology applied to derive reimbursement, or discontinuation of such healthcare programs, would adversely affect our business, financial condition, cash flows, and results of operations.
- Uncertain or adverse economic and macroeconomic conditions, including a downturn or decrease in government expenditures, could have a material adverse effect on our business, financial condition, cash flows, and results of operations.
- We operate in a competitive industry, and if we are not able to compete effectively, our business, financial condition, cash flows, and results of operations will be harmed.
- Our compensation and reputation are dependent on government performance standards and benchmarks, some of which depend on factors outside our control.
- Government funding for healthcare programs is subject to statutory and regulatory changes, administrative rulings, interpretations of policy and determinations by intermediaries and governmental funding restrictions, all of which could materially impact program coverage and reimbursements for both institutional and professional services.
- Regulatory proposals directed at containing or lowering the cost of healthcare, including the ACO REACH Model, and our participation, voluntary or otherwise, in such proposed models, could impact our business, financial condition, cash flows and operations.
- We, as well as our physician partners and affiliates, have in the past, and could in the future, be subject to federal and state investigations, audits and enforcement actions.
- We may be subject to regulatory inquiries and corrective action plans imposed by our payors and may be required to contribute a material amount of risk-bearing capital to our local operating subsidiaries.
- Repayment obligations arising out of payor audits, such as CMS RADV audits, can be significant and adversely impact reimbursement rates.
- CMS may modify the methodology utilized to determine revenue associated with MA members, including but not limited to the CMS Risk Adjustment Processing System for calculating risk adjustment factors, which could adversely impact us.
- Negative publicity regarding the managed healthcare industry generally could adversely affect our results of operations or business.
- The healthcare industry is heavily regulated at the federal, state and local levels and government authorities may determine that we fail to comply with applicable laws or regulations and take actions against us.
- If our physician alignment strategies with our physician partners—including the formation of risk and shared savings pools, making downstream payments and joint venture arrangements—are not in compliance with the state and federal fraud and abuse laws, including physician incentive plan laws and regulations, we could be subject to penalties.
- Our business development and member engagement activities may implicate laws and regulations regarding marketing, beneficiary inducements, telemarketing and use of protected health information, a violation of which could subject us to significant penalties and have an adverse effect on our business.
- Our physician partners are subject to federal and state healthcare fraud and abuse laws and regulations.
- Our use, disclosure and processing of personally identifiable information, PHI, and de-identified data is subject to HIPAA and state patient confidentiality laws, and our failure to comply with those regulations or to adequately secure the information we hold could result in significant liability or reputational harm and, in turn, cause a material adverse effect on our members, revenue, and operations.
- Failure to obtain or maintain an insurance license, a certificate of authority or an equivalent authorization allowing our participation in downstream risk-sharing arrangements with payors could subject us to significant penalties and adversely impact our operations.
- Laws regulating the corporate practice of medicine could restrict the manner in which we are permitted to conduct our business, and the failure to comply with such laws, or any changes to such laws or regulations or similar laws or regulations could subject us to penalties and restructuring or have a material adverse effect on our consolidation of the accounts of our majority-owned subsidiaries.
- If we or our physician partners inadvertently employ or contract with an excluded person, we may face government sanctions.
- Changes in tax laws and regulations, or changes in related judgments or assumptions could materially impact our financial condition and results of operation.
- Despite our indebtedness levels, we and our subsidiaries may incur substantially more indebtedness, which could increase the risks created by our indebtedness.
- The agreements and instruments governing our indebtedness contain restrictions and limitations that could significantly impact our ability to operate our business.
- agilon health is a holding company with no operations of its own, and it depends on its subsidiaries for cash to fund all of its operations and expenses, including to make future dividend payments, if any.
- Our stock price may be volatile or may decline regardless of our operating performance, resulting in substantial losses for investors of our common stock.
- If securities or industry analysts do not continue to publish research or reports about our business, if they adversely change their recommendations regarding our shares or if our results of operations do not meet their expectations, our stock price and trading volume could decline.
- Under our Certificate of Incorporation, CD&R and its affiliates and, in some circumstances, each of our directors and officers who is also a director, officer, employee, member or partner of CD&R and its affiliates, have no obligation to offer us corporate opportunities.
- Anti-takeover provisions in our Certificate of Incorporation and By-laws could discourage, delay or prevent a change of control of our company and may affect the trading price of our common stock.
- We do not intend to pay dividends on our common stock for the foreseeable future and, consequently, your ability to achieve a return on your investment depends on appreciation in the price of our common stock.
- Our Certificate of Incorporation designates the Court of Chancery of the State of Delaware as the sole and exclusive forum for certain litigation that may be initiated by our stockholders, which could limit our stockholders’ ability to obtain a favorable judicial forum for disputes with us or our directors, officers or stockholders.
- The listing of shares of our common stock does not currently comply with the continued listing requirements of the NYSE, and if the NYSE delists our common stock, it could have an adverse impact on the trading, liquidity and market price of our common stock.
- We may face lawsuits not covered by insurance and related expenses may be material. The costs to defend and pay any judgment or settlement could negatively impact our business, financial condition, cash flows, and results of operations.
- We are currently subject to and could in the future be subject to securities class action litigation.
- Sustainability issues may impact our business, our financial outcomes, and our reputation.
Legal proceedings
See “Legal Proceedings” section of Note 11 to the Consolidated Financial Statements for information regarding legal proceedings, which information is incorporated by reference in this Item 3.
The opening of Item 3, Legal Proceedings.4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1
- 2
- 3
- 4
- 5
- 6
- 7
- 8
- 9
- 10
- 11
- 12SEC EDGARSteven Sell, Chief executive officer
- 13
- 14
- 15
- 16
- 17
- 18
- 19
- 20
- 21
- 22
- 23
- 24
- 25SEC EDGARDiana McKenzie, Board member
- 26SEC EDGARSilvana Battaglia, Board member
- 27SEC EDGARJeffrey A. Schwaneke, Board member
- 28SEC EDGARClay Richards, Board member
- 29SEC EDGARDerek L. Strum, Board member
- 30SEC EDGARJohn William Wulf, Board member
- 31SEC EDGARMichelle A. Gourdine, Board member
- 32SEC EDGARRavi Sachdev, Board member
- 33SEC EDGARRichard J. Schnall, Board member
- 34SEC EDGARRon Williams, Board member
- 35SEC EDGARSharad Mansukani, Board member
- 36SEC EDGARKaren McLoughlin, Board member
- 37SEC EDGARDenise Zamore, General counsel
- 38SEC EDGARResults of operations
- 39SEC EDGARExecutive or director change
- 40SEC EDGARShareholder vote
- 41SEC EDGARResults of operations
- 42
- 43
- 44SEC EDGARShareholder vote; Other events
- 45
- 46
- 47SEC EDGARExecutive or director change
- 48
- 49
- 50NasdaqNasdaq calendar
- 51
- 52
- 53
- 54
- 55
- 56
- 57
- 58
- 59
- 60
- 61
- 62
- 63
- 64
- 65
- 66