Aegon director reports 24,592 common shares stake

AEGON LTD. director David L. Herzog reported his ownership of 24,592 Common Shares of the company.

Rhea-AI Filing Summary

AEGON LTD. director David L. Herzog reported his ownership of 24,592 Common Shares of the company. These shares are held directly and are subject to time-based vesting under the applicable grant agreements, meaning they will become fully owned over a defined service period.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Herzog David L

Role Director

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

Holdings After Transaction: Common Shares — 24,592 shares (Direct)

Footnotes (1)

1. F1. The Common Shares are subject to time based vesting in accordance with the applicable grant agreements.

FAQ

What does AEG (AEGON LTD.) director David Herzog report on this Form 3?

David L. Herzog reports holding 24,592 Common Shares of AEGON LTD. These shares are held directly in his name and provide a baseline of his equity stake as a company director at the time of this filing.

Are David Herzog’s AEG (AEGON LTD.) shares fully vested?

No, Herzog’s Common Shares are subject to time-based vesting. Under the applicable grant agreements, ownership rights in these shares vest over time as service conditions are met, rather than being fully unrestricted immediately.

Does this AEG Form 3 show David Herzog buying or selling shares?

This Form 3 does not show buying or selling activity. It lists Herzog’s existing beneficial ownership of 24,592 Common Shares, providing disclosure of his equity position rather than reporting a new market transaction.

How are David Herzog’s AEGON LTD. shares held according to the filing?

The filing states Herzog’s 24,592 Common Shares are held with direct ownership. Direct ownership means the shares are recorded in his name, not through an intermediary entity such as a trust, partnership, or family investment vehicle.

What does time-based vesting mean for AEG director David Herzog’s shares?

Time-based vesting means Herzog’s Common Shares vest gradually over a set period, according to grant agreements. He earns full rights to the shares as he continues to meet service conditions with AEGON LTD. during the vesting schedule.

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

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Accepted by SEC EDGAR 03/18/2026 - 05:48 PM 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^*

Herzog David L

(Last) (First) (Middle)

WORLD TRADE CENTER,

SCHIPHOL BOULEVARD 223

(Street)

SCHIPHOL 1118 BH

(City) (State) (Zip)

UNITED STATES

(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)

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

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	24,592(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. The Common Shares 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)