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Ron Williams

Executive Chairman at agilon health
Executive
Board

About Ron Williams

Ronald A. “Ron” Williams, age 75, is a co‑founder of agilon health and has served as non‑executive Chairman and director since 2017. He holds a B.A. from Roosevelt University and an M.S. from MIT Sloan. Previously, he was CEO (2006–2010) and Chairman (2010–2011) of Aetna. At agilon, 2021–2024 performance shows cumulative TSR (per $100 initial investment from IPO) declining from $117.39 (2021) to $8.26 (2024) and Adjusted EBITDA moving from $(38.6)mm (2021) to $(154.2)mm (2024). These trends frame the governance and incentive context for the Board he chairs.

AGL performance context (since IPO; calendar years)

Metric2021202220232024
TSR – $100 initial (as of YE) ($)117.39 70.17 54.57 8.26
Adjusted EBITDA ($000s)(38,619) 4,251 (95,001) (154,215)

Past Roles

OrganizationRoleYearsStrategic impact (as disclosed)
Aetna Inc.Chief Executive Officer; ChairmanCEO 2006–2010; Chairman 2010–2011Experience leading a large healthcare company; governance and industry expertise cited for Board service
RW2 EnterprisesChairman & CEO2011–presentAdvises C‑suite executives (ongoing)
agilon healthCo‑founder; Director; Chairman2017–presentBoard leadership since company’s growth/IPO era

External Roles

OrganizationRoleYearsNotes
Warby Parker Inc.Director; Audit Committee memberCurrentCurrent board + audit committee service
The Boeing CompanyDirector2010–2024Former director
American Express CompanyDirector2007–2022Former director
Johnson & JohnsonDirector2011–2022Former director
Envision HealthcareDirector2011–2017Former director
The Conference BoardChairmanCurrentLeadership role
Peterson Institute for International EconomicsChairmanCurrentLeadership role

Fixed Compensation

Non‑employee director compensation framework and Williams’ 2024 reported compensation.

ComponentStructure/AmountVesting/Notes
Annual cash retainer (non‑employee directors)$70,000 Cash; paid for board service
Committee chair retainersAudit $25,000; Comp & Human Capital $15,000; Nominating & Governance $10,000; Compliance & Quality $15,000 Cash
Annual equity award$185,000 in RSUs (one‑year vest) RSUs vest after one year
Initial equity award (new directors)$185,000 in options (3‑yr ratable) Options, 3‑year ratable vest
2024 – Ron Williams (reported)Cash fees: $0; Stock awards: $185,005; Total: $185,005 RSUs; one‑year vest

Notes: CD&R‑affiliated directors (e.g., Sachdev) received no compensation from the company in 2024 .

Performance Compensation

As Board Chair and non‑employee director, Williams does not receive performance‑conditioned incentives; director equity is time‑vested RSUs. For context on pay‑for‑performance governance, the 2024 NEO annual incentive plan (AIP) metrics and outcomes were:

MeasureWeightThresholdTargetMaxActualOutcome driver
Adjusted EBITDA55% $(15)mm $15mm $35mm $(154)mm Below threshold
Existing market membership5% 510k 518k 525k 527k Above max
New market membership10% 22k 37k 57k 35k Below target
Experience (Gaps closed/PCP touchpoints)10% 27/46 32/46 40/46 29/46 Between threshold/target
Quality (CCR/AR blended)10% 90% 93% 95% 93% At target
Team & Culture (discretionary)10% Discretionary Discretionary Discretionary N/A (pool set) Discretion applied
Medical margin modifier±15% $435mm $500mm $575mm $205mm (−15%) −15% modifier

Funding would have been 28.7% of target; to manage retention risk after a zero 2023 NEO bonus, the committee used negative/positive discretion resulting in most NEOs at 50% of target, with CEO at 28.7% (no adjustment) . This evidences willingness to use discretion when profitability lags.

Equity Ownership & Alignment

ItemDetail
Beneficial ownership3,596,533 shares beneficially owned; includes 3,564,414 common shares and 32,119 RSUs vesting 5/29/2025; <1% of outstanding
Outstanding shares basis412,999,684 shares outstanding as of 3/31/2025
Director stock ownership guidelinesNon‑employee directors: 5x annual board cash retainer; executives and directors must hold 100% net shares until met
Hedging/pledging policyProhibits hedging/monetization and pledging of company securities by employees, officers, and directors

Implications: Williams’ disclosed holdings are significant in absolute terms and company policy prohibits pledging/hedging, reducing misalignment/leverage risks .

Employment Terms

TopicDisclosure
RoleNon‑executive Chairman; co‑founder; Director since 2017
IndependenceThe proxy lists independent directors; Williams is not listed among independents (non‑independent chair)
Board leadership structureNon‑executive chair retained after CD&R fell below 25% (no longer requires CD&R designee as chair); board determined Williams should remain chair
CD&R Stockholder AgreementCD&R retains board designation rights scaled to ownership; prior provision named a CD&R designee as chair ≥25%; now below 25%, Williams remains chair; CD&R retains rights consistent with current stake
Mandatory retirement policyBoard requested/approved extension for Williams beyond guideline age due to past/future contributions and co‑founder status
Board/committee participationWilliams is Chairman; committee rosters show no committee assignments for Williams
Meetings and attendanceBoard met 8 times in 2024; all directors attended ≥75%; eight directors attended the 2024 annual meeting

Board Governance (Director‑specific)

AreaDetails
Committees (2024)Audit (Chair McLoughlin), Compensation & Human Capital (Chair McKenzie), Nominating & Governance (Chair Mansukani), Compliance & Quality (Chair Wulf)
Director compensation (2024 actuals)Williams: $185,005 stock awards; $0 cash fees
Director compensation policy$70,000 cash retainer; $185,000 annual RSU (1‑yr vest); initial option grant $185,000 (3‑yr); committee chair fees as above
Independence mixFive directors designated independent (Battaglia, Mansukani, McKenzie, McLoughlin, Wulf); CEO (Sell), Chair (Williams), and Vice Chair (Sachdev, CD&R) are non‑independent
Say‑on‑pay result (context)93.4% approval at 2024 meeting; committee tilted AIP more to EBITDA and added medical margin modifier

Compensation Structure Analysis (alignment signals)

  • Director pay is largely fixed cash plus time‑vested RSUs, aligning with norms for board independence; there are no director PSUs or performance options, so alignment relies on share price exposure and ownership guidelines .
  • The company’s executive incentives increased profitability emphasis (EBITDA weight and medical margin modifier), and the committee applied downward/no discretion on CEO in 2024 amid underperformance, supporting pay‑for‑performance responsiveness .
  • Anti‑hedging/pledging policy is a positive alignment safeguard; Williams’ disclosed 3.6mm‑share beneficial stake increases exposure to long‑term equity outcomes .

Risk Indicators & Red Flags (as disclosed)

  • Non‑independent Chair with private‑equity sponsor governance rights (CD&R Stockholder Agreement) merits monitoring of independence dynamics and potential dual‑role influence, although Williams is not an executive .
  • Financial underperformance (negative Adjusted EBITDA in 2023–2024; TSR decline) elevates retention/engagement risk and could create incentive overhang; the committee’s use of discretion in 2024 sought to mitigate retention risk .

Investment Implications

  • Alignment: High absolute share ownership by Williams, ownership guidelines, and anti‑pledging/hedging policy suggest strong alignment; however, director equity vests time‑based (not performance‑based), which is typical but less levered to metrics than PSUs .
  • Governance: Non‑independent chair and ongoing CD&R rights require continued oversight of board independence and committee autonomy, particularly around strategy and CEO evaluation .
  • Execution risk: Company performance metrics (TSR, Adjusted EBITDA) have deteriorated since 2021, and 2024 AIP outcomes reflect profitability challenges; the Board’s compensation adjustments and negative discretion indicate responsiveness, but sustained improvement is needed to support incentive credibility .