AEGON (NYSE: AEG) CFO uses 59,926 shares to cover tax obligations

Rhea-AI Filing Summary

AEGON LTD. Chief Financial Officer Russell Duncan James reported a tax-related share transfer. He used 59,926 Common Shares on a Form 4/A as a tax-withholding disposition at $7.1512 per share to satisfy tax obligations, rather than an open-market sale. Following this transaction, he directly holds 462,972 Common Shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Russell Duncan James

Role Chief Financial Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Shares	59,926	$7.1512	$429K

Holdings After Transaction: Common Shares — 462,972 shares (Direct)

Footnotes (1)

Key Figures

Tax-withholding shares: 59,926 shares Tax-withholding price: $7.1512 per share Shares held after transaction: 462,972 shares

3 metrics

Tax-withholding shares 59,926 shares Common Shares used in tax-withholding disposition

Tax-withholding price $7.1512 per share Valuation for tax-withholding disposition

Shares held after transaction 462,972 shares Direct Common Shares held by CFO post-transaction

Key Terms

tax-withholding disposition, Common Shares, Form 4/A, Chief Financial Officer

4 terms

tax-withholding disposition financial

"reported a tax-related share transfer as a tax-withholding disposition"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Shares financial

"He used 59,926 Common Shares on a Form 4/A"

Common shares are the basic units of ownership in a company that give holders a claim on profits and a right to vote on key matters, like electing the board. Think of them as membership cards in a club: they let you share in successes and losses, but in a bankruptcy or liquidation they are paid after creditors and preferred shareholders, so their value can swing more and matters for assessing risk and potential return.

Form 4/A regulatory

"were reported on a Form 4/A filing"

Form 4/A is an amended filing that corrects or updates an earlier Form 4, the mandatory report that insiders (like company executives, directors, or large shareholders) must file when their ownership stakes change. Think of it as an edited receipt showing who bought or sold stock and when; investors use it to track insider confidence, detect potential conflicts, and spot trading patterns that might signal future company prospects.

Chief Financial Officer financial

"Chief Financial Officer Russell Duncan James reported a tax-related share transfer"

A Chief Financial Officer (CFO) is the person in charge of a company's money and financial planning. They decide how to spend, save, and invest funds to help the company grow and stay stable. Their role is important because good financial decisions keep the company healthy and successful.

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/25/2026

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

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

4. If Amendment, Date of Original Filed (Month/Day/Year)
03/27/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Shares	03/25/2026		F		59,926	D	$7.1512	462,972	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

This amendment to Form 4 is being filed to correct the number of Common Shares withheld on March 25, 2026.

	/s/ Caroline Macefield, Attorney-in-Fact	04/01/2026
	** 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 4 (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 4: SEC 1474 (03-26)

FAQ

What insider transaction did AEGON (AEG) report for its CFO?

AEGON reported that CFO Russell Duncan James used 59,926 Common Shares in a tax-withholding disposition. The shares were applied to cover tax obligations, not sold in the open market, and were reported on a Form 4/A filing.

How many AEGON (AEG) shares were used for the CFO’s tax withholding?

The CFO used 59,926 AEGON Common Shares for tax withholding. These shares were delivered to satisfy tax liabilities associated with equity compensation, according to the Form 4/A insider transaction disclosure.

At what price were the AEGON (AEG) shares valued for the CFO’s tax withholding?

The tax-withholding disposition valued the 59,926 Common Shares at $7.1512 per share. This per-share figure is used to calculate the tax liability satisfied through the share transfer reported in the Form 4/A.

How many AEGON (AEG) shares does the CFO hold after this transaction?

After the tax-withholding disposition, CFO Russell Duncan James directly holds 462,972 AEGON Common Shares. This post-transaction balance reflects his remaining direct ownership as reported in the Form 4/A filing.

Was the AEGON (AEG) CFO’s Form 4/A transaction an open-market sale?

No, the transaction was classified as a tax-withholding disposition, not an open-market sale. Shares were delivered to cover tax obligations related to equity awards, a routine administrative step rather than a discretionary sale.