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AEGON (AEG) director Ellman reports 15,673 shares, 9,854 time-vested

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

AEGON LTD. director Mark Alan Ellman filed an initial Form 3 showing his beneficial ownership in the company. He reports holding 15,673 Common Shares, held directly. This total includes 9,854 Common Shares that are subject to time-based vesting under applicable grant agreements.

Positive

  • None.

Negative

  • None.
Insider Ellman Mark Alan
Role Director
Type Security Shares Price Value
holding Common Shares -- -- --
Holdings After Transaction: Common Shares — 15,673 shares (Direct)
Footnotes (1)
  1. [object Object]
SEC Form 3
FORM 3UNITED 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*
Ellman Mark Alan

(Last)(First)(Middle)
WORLD TRADE CENTER,
SCHIPHOL BOULEVARD 223

(Street)
SCHIPHOL1118 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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 Shares15,673(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 ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Includes 9,854 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-Fact03/18/2026
** Signature of Reporting PersonDate
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)

FAQ

What does Mark Alan Ellman’s Form 3 filing for AEG (AEGON LTD.) show?

The Form 3 shows Ellman’s initial beneficial ownership. He reports 15,673 AEGON LTD. Common Shares held directly, including 9,854 shares that are subject to time-based vesting under existing grant agreements disclosed in the filing.

Did Mark Alan Ellman buy or sell AEGON LTD. shares in this Form 3 filing?

No buy or sell transaction is reported. The Form 3 is an initial statement of beneficial ownership, listing 15,673 Common Shares held directly, with 9,854 of those subject to time-based vesting conditions under grant agreements.

How many AEGON LTD. shares reported by Ellman are subject to vesting?

Ellman reports 9,854 time-vested Common Shares. These shares are subject to time-based vesting in line with applicable grant agreements, meaning full ownership depends on meeting service-based conditions over time specified in those agreements.

What is the total number of AEGON LTD. Common Shares Ellman reports owning?

Ellman reports ownership of 15,673 Common Shares. All of these are held directly, and within this total, 9,854 shares are subject to time-based vesting requirements under existing equity grant agreements described in the footnote.

What is the purpose of this AEGON LTD. Form 3 for director Mark Alan Ellman?

The Form 3 discloses Ellman’s initial share holdings. As a director of AEGON LTD., he must report his beneficial ownership, which in this filing totals 15,673 Common Shares, including 9,854 time-vested shares under grant agreements.