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AEGON LTD. (AEFC) SEC Filings, Aug-Sep 2026

AEFC NYSE
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Aegon Ltd. director Thomas Peter Wellauer received an award of 61 dividend equivalent common shares on September 24, 2026, associated with his outstanding equity awards. His reported direct common-share holdings following the award were 11,308. The transaction reports a per-share price of $0.0000.

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Aegon Ltd. director Albert Benchimol acquired 61 common shares on September 24, 2026, as an award of dividend equivalent shares associated with his outstanding equity awards. His reported direct holdings following the transaction were 15,766 common shares. The transaction was an award acquisition, not a market purchase or sale.

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AEGON Ltd. director David L. Herzog acquired 257 Common Shares on September 24, 2026, through an award of dividend equivalent shares associated with his outstanding equity awards. The reported transaction price was $0.0000 per share, and his reported direct holdings following the transaction were 24,985 Common Shares.

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AEGON LTD. director Caroline Frances Ramsay acquired 61 Common Shares on September 24, 2026, as dividend equivalent shares associated with her outstanding equity awards. Her direct holdings following the transaction were 10,770 Common Shares.

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AEGON LTD. director Lori Dickerson Fouche acquired 61 Common Shares on September 24, 2026, as an award of dividend equivalent shares associated with her outstanding equity awards. Her direct holdings following the award were 9,027 Common Shares. This was an award acquisition, not a market purchase.

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AEGON LTD. (AEG) reported that director Mark Alan Ellman acquired 61 common shares on September 24, 2026, as an award of dividend equivalent shares associated with his outstanding equity awards. His reported direct holdings after the award were 15,766 common shares. The reported transaction price was $0.00 per share.

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Aegon Ltd (AEG) has published the agenda for an Extraordinary General Meeting of Shareholders on October 8, 2026, to seek shareholder approval for its redomiciliation to the US, following plans announced at its December 2025 Capital Markets Day. A Shareholder Circular dated August 26, 2026, details the proposed redomiciliation, future organizational and governance documents, and an Omnibus Incentive Plan.

The EGM will be held virtually, with a livestream and full instructions for registration, participation, and voting available on Aegon’s dedicated EGM webpage. Aegon describes itself as an international financial services holding company focused on building a leading US life insurance, annuity, and retirement group, and notes an April 15, 2026 agreement to sell its UK insurance platform, expected to complete around the end of 2026.

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Aegon Ltd. (AEG) has filed a registration statement on Form F-4 with the U.S. SEC, serving as a Shareholder Circular for an upcoming Extraordinary General Meeting expected on October 8, 2026. This filing is a key step in Aegon’s planned redomiciliation to the United States through domestication and continuation as a Delaware corporation.

The circular covers all proposals related to the redomiciliation, including new organizational and governance documents and an Omnibus Incentive Plan. It also discloses a Voting Undertaking Agreement under which Vereniging Aegon, holding approximately 18.4% of currently exercisable voting rights, has agreed to vote in favor of the redomiciliation and incentive plan proposals.

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Aegon Ltd. (AEG) reports that on August 25, 2026 it entered into a voting undertaking agreement with Vereniging Aegon, its largest shareholder holding approximately 18.4% of currently exercisable voting rights. The agreement relates to Aegon’s intended cross-border continuation (redomiciliation) from Bermuda to Delaware.

Under the Voting Undertaking, Vereniging Aegon has agreed to vote in favor of the Redomiciliation and the adoption of the Aegon Ltd. 2027 Omnibus Incentive Plan at a special general meeting of shareholders expected on October 8, 2026. Aegon also plans to file a Form F-4 registration statement including a Proxy Statement/Prospectus for shareholders regarding the proposed Redomiciliation.

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AEGON LTD. (AEG) received an amended Schedule 13D from Vereniging Aegon, which reports beneficial ownership of 264,665,203 Common Shares, representing 18.01% of the Common Shares outstanding. Including its 327,885,200 Common Shares B, Vereniging Aegon can vote 32.64% of the issuer’s total voting power.

The reporting person entered into a 2026 Voting Undertaking with Aegon Ltd. on August 25, 2026, agreeing to vote all its Common Shares and Common Shares B in favor of resolutions at an extraordinary general meeting currently anticipated for October 8, 2026. These resolutions include the proposed redomiciliation from Bermuda to Delaware via continuation into Transamerica Inc., adoption of interim bye-laws, termination of the Voting Rights Agreement and related agreements, approval of Transamerica Inc. organizational documents, a Conversion, a 2027 Omnibus Incentive Plan, and a possible adjournment proposal.

Subject to completion of the VA Split, Aegon Ltd. will acquire 327,885,200 Common Shares B from Vereniging Aegon and issue 8,197,130 Common Shares on a 40-for-1 basis as consideration in the Conversion. After this, no Common Shares B will remain outstanding, and the 1983 Amended Merger Agreement, Voting Rights Agreement, and related Call Option will terminate when the Interim Bye-Laws take effect.

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FAQ

How many AEGON LTD. (AEFC) SEC filings are available on StockTitan?

StockTitan tracks 92 SEC filings for AEGON LTD. (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 LTD. (AEFC)?

The most recent SEC filing for AEGON LTD. (AEFC) was filed on September 28, 2026.