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Aegon Funding Company Llc SEC Filings

AEFC NYSE

Welcome to our dedicated page for Aegon Funding Company SEC filings (Ticker: AEFC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Aegon Funding Company's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Aegon Funding Company's regulatory disclosures and financial reporting.

Rhea-AI Summary

Aegon Ltd has appointed Jennifer Palmieri as Chief Human Resources Officer and member of the Executive Committee, effective June 29, 2026. She succeeds Holly Waters, who will retire as of June 1, 2026, creating a brief transition gap between the roles.

Palmieri brings more than 25 years of HR experience, including senior leadership positions at Westfield Insurance and Cigna. Aegon’s CEO highlights her role in supporting the planned transition of Aegon’s head office and legal seat to the United States and in strengthening leadership and employee engagement across the group.

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Aegon Ltd has appointed Jennifer Palmieri as Chief Human Resources Officer and member of the Executive Committee, effective June 29, 2026. She succeeds Holly Waters, who will retire as of June 1, 2026, creating a brief transition gap between the roles.

Palmieri brings more than 25 years of HR experience, including senior leadership positions at Westfield Insurance and Cigna. Aegon’s CEO highlights her role in supporting the planned transition of Aegon’s head office and legal seat to the United States and in strengthening leadership and employee engagement across the group.

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Aegon Ltd. reports its 2025 financial condition under Bermuda group supervision, showing a net result of EUR 980 million, up from EUR 676 million, and an operating result of EUR 1,702 million versus EUR 1,485 million in 2024.

Insurance revenue was EUR 9,097 million compared with EUR 9,841 million. The Group Solvency Capital Requirement was EUR 6,464 million, with eligible own funds of EUR 11,901 million, resulting in a solvency ratio of 184%. Capital actions included EUR 550 million of share buybacks in 2025 and the sale of 12.5 million ASR Nederland shares for EUR 700 million, which added 13 percentage points to the group solvency ratio.

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Rhea-AI Summary

Aegon Ltd. reports its 2025 financial condition under Bermuda group supervision, showing a net result of EUR 980 million, up from EUR 676 million, and an operating result of EUR 1,702 million versus EUR 1,485 million in 2024.

Insurance revenue was EUR 9,097 million compared with EUR 9,841 million. The Group Solvency Capital Requirement was EUR 6,464 million, with eligible own funds of EUR 11,901 million, resulting in a solvency ratio of 184%. Capital actions included EUR 550 million of share buybacks in 2025 and the sale of 12.5 million ASR Nederland shares for EUR 700 million, which added 13 percentage points to the group solvency ratio.

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Aegon Ltd: Schedule 13G/A shows Dodge & Cox reports beneficial ownership of 71,437,784 shares, representing 4.5% of the class. The filing breaks the holdings into 20,881,275 Common Shares and 50,556,509 New York Registry Shares, and cites sole voting power over 68,967,172 shares.

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Rhea-AI Summary

Aegon Ltd: Schedule 13G/A shows Dodge & Cox reports beneficial ownership of 71,437,784 shares, representing 4.5% of the class. The filing breaks the holdings into 20,881,275 Common Shares and 50,556,509 New York Registry Shares, and cites sole voting power over 68,967,172 shares.

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AEGON LTD. director Caroline Frances Ramsay reported a routine tax-related share disposition. On May 7, 2026, 2,552 Common Shares were withheld at $8.3583 per share to cover tax obligations associated with equity compensation. After this non-market tax-withholding event, she continues to hold 10,677 Common Shares directly.

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AEGON LTD. director Caroline Frances Ramsay reported a routine tax-related share disposition. On May 7, 2026, 2,552 Common Shares were withheld at $8.3583 per share to cover tax obligations associated with equity compensation. After this non-market tax-withholding event, she continues to hold 10,677 Common Shares directly.

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AEGON LTD. ownership disclosure by Norges Bank reports beneficial ownership of 74,127,181 shares of Common Stock, representing 4.7121% of the class. The filing shows sole voting power for 65,177,649 shares and shared dispositive power for 8,949,532 shares. The filing is certified by Norges Bank's compliance officer and dated 05/11/2026.

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AEGON LTD. ownership disclosure by Norges Bank reports beneficial ownership of 74,127,181 shares of Common Stock, representing 4.7121% of the class. The filing shows sole voting power for 65,177,649 shares and shared dispositive power for 8,949,532 shares. The filing is certified by Norges Bank's compliance officer and dated 05/11/2026.

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Aegon Ltd has released the final results of its cash tender offers for five series of subordinated notes. The company accepted all notes validly tendered, equal to a total notional amount of EUR 379,584,792 or USD 446,980,072, for an aggregate cash consideration of EUR 308,241,572 or USD 362,969,863.

The transaction covers perpetual capital securities in EUR and USD and three NLG-denominated perpetual cumulative subordinated bond series, with no pro rata scaling applied. Aegon expects the transaction to reduce its Group solvency ratio by 2 percentage points compared with the estimated 184% ratio as of December 31, 2025, and to generate an IFRS book gain of about EUR 0.1 billion in the first half of 2026. Settlement of the accepted notes is expected on May 11, 2026.

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Aegon Ltd has released the final results of its cash tender offers for five series of subordinated notes. The company accepted all notes validly tendered, equal to a total notional amount of EUR 379,584,792 or USD 446,980,072, for an aggregate cash consideration of EUR 308,241,572 or USD 362,969,863.

The transaction covers perpetual capital securities in EUR and USD and three NLG-denominated perpetual cumulative subordinated bond series, with no pro rata scaling applied. Aegon expects the transaction to reduce its Group solvency ratio by 2 percentage points compared with the estimated 184% ratio as of December 31, 2025, and to generate an IFRS book gain of about EUR 0.1 billion in the first half of 2026. Settlement of the accepted notes is expected on May 11, 2026.

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Rhea-AI Summary

Aegon Ltd. has priced USD 500 million of senior unsecured notes carrying a fixed 5.625% coupon and a ten-year term, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.

Net proceeds are intended primarily to fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remainder for general corporate purposes. Settlement is expected on May 7, 2026, and an application will be made to list the notes on the New York Stock Exchange.

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Aegon Ltd. has priced USD 500 million of senior unsecured notes carrying a fixed 5.625% coupon and a ten-year term, maturing on May 7, 2036. The notes will be issued by Aegon Funding Company LLC and guaranteed on a senior unsecured basis by Aegon Ltd.

Net proceeds are intended primarily to fund the repurchase of certain unregistered subordinated notes through a concurrent tender offer to eligible non-US holders outside the United States, with any remainder for general corporate purposes. Settlement is expected on May 7, 2026, and an application will be made to list the notes on the New York Stock Exchange.

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Aegon Ltd has published the agenda for its 2026 Annual General Meeting of Shareholders, to be held virtually on June 10, 2026. The Board of Directors will present the 2025 Annual Accounts and propose a final dividend of EUR 0.21 per common share, bringing the total 2025 dividend to EUR 0.40 per common share.

The agenda includes governance proposals, such as extending the term of CEO Lard Friese as Executive Director until the end of the 2030 AGM and appointing Leni Boeren to the Board for a four-year term ending at the 2030 AGM. Corien Wortmann will leave the Board after completing a 12-year tenure, and Karen Fawcett will not stand for re-election. Shareholders can attend virtually, ask questions via live chat or video, and those not attending can vote in advance.

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Aegon Ltd has published the agenda for its 2026 Annual General Meeting of Shareholders, to be held virtually on June 10, 2026. The Board of Directors will present the 2025 Annual Accounts and propose a final dividend of EUR 0.21 per common share, bringing the total 2025 dividend to EUR 0.40 per common share.

The agenda includes governance proposals, such as extending the term of CEO Lard Friese as Executive Director until the end of the 2030 AGM and appointing Leni Boeren to the Board for a four-year term ending at the 2030 AGM. Corien Wortmann will leave the Board after completing a 12-year tenure, and Karen Fawcett will not stand for re-election. Shareholders can attend virtually, ask questions via live chat or video, and those not attending can vote in advance.

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Aegon Ltd. has launched cash tender offers for five series of outstanding subordinated notes, including its EUR 950,000,000 Perpetual Capital Securities and USD 500,000,000 Perpetual Capital Securities. The aim is to manage its liability structure and financial leverage.

The EUR 950,000,000 notes, with a current coupon of 3.269%, have EUR 520,805,700 principal outstanding and a purchase price of 80.25%. The USD 500,000,000 notes carry a 4.257% coupon and a 78.75% purchase price. Three NLG-denominated perpetual subordinated bond series (NLG 250,000,000, NLG 300,000,000 and NLG 450,000,000) have purchase prices of 89.625%, 81.50% and 75.00% respectively.

The offers commence on April 28, 2026, with an expiration deadline of 17:00 CEST on May 7, 2026. Final acceptance amounts and results are expected on May 8, 2026, and settlement is expected on May 11, 2026. Noteholders are directed to the Tender Offer Memorandum for full terms and procedures.

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Rhea-AI Summary

Aegon Ltd. has launched cash tender offers for five series of outstanding subordinated notes, including its EUR 950,000,000 Perpetual Capital Securities and USD 500,000,000 Perpetual Capital Securities. The aim is to manage its liability structure and financial leverage.

The EUR 950,000,000 notes, with a current coupon of 3.269%, have EUR 520,805,700 principal outstanding and a purchase price of 80.25%. The USD 500,000,000 notes carry a 4.257% coupon and a 78.75% purchase price. Three NLG-denominated perpetual subordinated bond series (NLG 250,000,000, NLG 300,000,000 and NLG 450,000,000) have purchase prices of 89.625%, 81.50% and 75.00% respectively.

The offers commence on April 28, 2026, with an expiration deadline of 17:00 CEST on May 7, 2026. Final acceptance amounts and results are expected on May 8, 2026, and settlement is expected on May 11, 2026. Noteholders are directed to the Tender Offer Memorandum for full terms and procedures.

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FAQ

How many Aegon Funding Company (AEFC) SEC filings are available on StockTitan?

StockTitan tracks 90 SEC filings for Aegon Funding Company (AEFC), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Aegon Funding Company (AEFC)?

The most recent SEC filing for Aegon Funding Company (AEFC) was filed on May 22, 2026.