AEGON CFO reports 522,898-share ownership stake

Rhea-AI Filing Summary

AEGON LTD. Chief Financial Officer Russell Duncan James filed an initial ownership report showing he holds 522,898 Common Shares. This includes 299,234 Common Shares that are subject to time-based vesting under grant agreements, indicating a significant equity-based compensation component but no new buy or sell transaction.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Russell Duncan James

Role Chief Financial Officer

Type	Security	Shares	Price	Value
holding	Common Shares	--	--	--

Holdings After Transaction: Common Shares — 522,898 shares (Direct)

Footnotes (1)

1. F1. Includes 299,234 Common Shares that are subject to time based vesting in accordance with the applicable grant agreements.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the AEGON (AEFC) Form 3 filing by the CFO report?

The Form 3 shows CFO Russell Duncan James beneficially owns 522,898 AEGON Common Shares. It is an initial ownership statement, outlining his current equity stake rather than recording a new stock purchase, sale, or option exercise.

How many AEGON (AEFC) shares does the CFO hold according to this filing?

The filing reports that AEGON’s CFO holds 522,898 Common Shares. This figure represents his direct beneficial ownership position as disclosed in the Form 3 and serves as a baseline for tracking any future insider trading activity.

How many AEGON (AEFC) shares held by the CFO are time-vested awards?

Out of the 522,898 Common Shares reported, 299,234 are subject to time-based vesting. These shares are tied to grant agreements, meaning they vest over time as part of the CFO’s equity compensation rather than being fully unrestricted today.

Does the AEGON (AEFC) CFO Form 3 indicate any recent stock purchases or sales?

The Form 3 does not show any recent purchases or sales by the CFO. It records a holding entry only, describing his existing 522,898-share position and the vesting status of a portion of those shares, without reporting a directional transaction.

Why is the AEGON (AEFC) CFO Form 3 important for investors?

This Form 3 establishes the CFO’s starting ownership of 522,898 Common Shares. Investors can use this baseline to compare against future Form 4 filings, helping them understand how his equity exposure changes over time through grants, exercises, or sales.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/18/2026 - 05:50 PM EDT Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Russell Duncan James

(Last) (First) (Middle)

WORLD TRADE CENTER,

SCHIPHOL BOULEVARD 223

(Street)

SCHIPHOL 1118 BH

(City) (State) (Zip)

NETHERLANDS

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026

3. Issuer Name and Ticker or Trading Symbol
AEGON LTD. [ AEG ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Financial Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Shares	522,898(1)	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Includes 299,234 Common Shares that are subject to time based vesting in accordance with the applicable grant agreements.

Remarks:

Exhibit 24 - Power of Attorney.

	/s/ Caroline Macefield, Attorney-in-Fact	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)