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AEGON LTD. (AEFC) SEC Filings, Mar 18-27, 2026

AEFC NYSE
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AEGON LTD. director Thomas Peter Wellauer reported a routine tax-related share disposition. On March 25, 2026, 2,632 common shares were delivered at an implied price of $7.1512 per share to satisfy tax obligations. After this tax-withholding transaction, he directly holds 11,215 common shares.

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AEGON LTD. Chief Executive Officer Eilard Friese reported a disposition of 100,521 common shares on March 25, 2026 to satisfy tax obligations by delivering shares. This tax-withholding event was not an open-market trade. After the transaction, he directly held 612,817 common shares.

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AEGON LTD. officer Wilford H. Fuller reported a tax-related share disposition. On this Form 4, 221,990 Common Shares were transferred at a value of $7.1512 per share to satisfy tax obligations by delivering securities, rather than through an open-market sale. After this tax-withholding transaction, Fuller directly holds 2,088,444 Common Shares, indicating he retains a substantial equity position in the company.

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Filing
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current report
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Aegon Ltd. filed a compliance disclosure under Section 219 and Section 13(r). The company states this disclosure appears in its Annual Report on Form 20-F for the year ended December 31, 2025, filed on March 26, 2026. The disclosure is located under the heading "Compliance with regulations" on page 296 of the Annual Report and is incorporated by reference.

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Aegon Ltd. reports a stronger 2025 and sets out a clearer, US‑centered strategy. Operating result rose 15% year-on-year to EUR 1.7 billion, supported by growth across units and better experience variances. Operating capital generation before holding and funding expenses reached EUR 1.3 billion, while free cash flow was EUR 829 million and Cash Capital at Holding stood at EUR 1.3 billion.

The group sharpened its focus on Transamerica, which now represents about 70% of operations, and aims to become a leading US life insurance and retirement group. It plans to relocate its head office and legal seat to the US, ultimately rename the holding company Transamerica Inc., and transition reporting from IFRS to US GAAP for full‑year 2027, targeting domestic issuer status in the US by January 1, 2028. Aegon reduced its strategic shareholding in a Dutch insurance company to roughly 24%, raising gross proceeds of EUR 700 million, and continues to emphasize financial empowerment, sustainability, and responsible investing across its international insurance and asset management businesses.

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annual report
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Aegon Ltd has nominated Marco Keim, CEO of Aegon’s International business and Executive Committee member, to succeed Aegon CEO Lard Friese as a non-independent member of the Supervisory Board of a Dutch insurer in which Aegon holds about 24%.

The appointment will be proposed at that insurer’s Annual General Meeting on May 20, 2026, with Keim’s term, if approved, running until July 4, 2028 under the companies’ Relationship Agreement. Aegon highlights Keim’s extensive financial services leadership and knowledge of the Dutch insurance market as reasons he is well suited to represent its strategic shareholding.

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AEGON LTD. director Thomas Peter Wellauer filed an initial ownership report showing 13,847 Common Shares held directly. This position includes 9,854 Common Shares that are subject to time-based vesting under applicable grant agreements, so a significant portion of his stake will vest over time.

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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.

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AEGON LTD. director Caroline Frances Ramsay has reported ownership of 13,229 Common Shares. This position includes 9,854 Common Shares that are subject to time-based vesting in line with the applicable grant agreements, indicating that a substantial portion of her holding will vest over time.

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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 March 27, 2026.