The supplement is administrative and does not change voting. The annual meeting is on June 2, 2026; no immediate trading action required. Monitor for any activist developments given the proxy fight context.
Price Chart
Executive Summary
Agilon health filed a supplement to its proxy statement clarifying the appointment of Tim O'Rourke as CEO, President, and Class III Director. The supplement does not change any proposals or board recommendations for the June 2, 2026 annual meeting. This is a routine disclosure following the previously announced CEO appointment.
Key Facts
- Tim O'Rourke appointed CEO and President, effective May 7, 2026.
- O'Rourke also appointed as Class III Director, term expiring at 2027 annual meeting.
- Compensation includes $850,000 base salary, $500,000 signing bonus, 120,000 RSUs, and 200,000 PSUs with stock price targets ($50, $100, $150).
- Supplement does not alter proposals or board recommendations for the June 2, 2026 annual meeting.
Financial Impact
Executive compensation package: $850,000 base salary, $500,000 signing bonus, 120,000 RSUs, and 200,000 PSUs.
Risk Factors
- Potential shareholder dissent if compensation is viewed as excessive given stock performance.
- Proxy fight context may lead to heightened governance scrutiny.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001628280-26-027515 |
| Document: 0001628280-26-027515-index-headers.html | 0001628280-26-027515 |
| Document: 0001628280-26-027515-index.html | 0001628280-26-027515 |
| Document: 0001628280-26-027515.txt | 0001628280-26-027515 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Apr 27, 2026 22w ago | DEFA14A | $27.90 $100.27 | ▲ +259.39% | ▲ +255.40% | $84.63 (+203.33%) |
Apr 27, 2026 22w ago | 8-K | $27.90 $100.27 | ▲ +259.39% | ▲ +255.40% | $84.63 (+203.33%) |
Feb 28, 2026 30w ago | Institutional Cluster | $15.40 $85.27 | ▲ +453.70% | ▲ +444.37% | $84.63 (+449.55%) |
Feb 25, 2026 31w ago | 8-K | $12.50 $80.94 | ▲ +547.52% | ▲ +540.57% | $84.63 (+577.04%) |
US Market Status
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