AEGON LTD. (NYSE: AEG) director reports tax-withholding share disposition

Rhea-AI Filing Summary

AEGON LTD. director Caroline Frances Ramsay reported a routine tax-related share disposition. On May 7, 2026, 2,552 Common Shares were withheld at $8.3583 per share to cover tax obligations associated with equity compensation. After this non-market tax-withholding event, she continues to hold 10,677 Common Shares directly.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Ramsay Caroline Frances

Role null

Type	Security	Shares	Price	Value
Tax Withholding	Common Shares	2,552	$8.3583	$21K

Holdings After Transaction: Common Shares — 10,677 shares (Direct, null)

Footnotes (1)

Key Figures

Shares withheld for taxes: 2,552 Common Shares Tax-withholding price: $8.3583 per share Shares held after transaction: 10,677 Common Shares

3 metrics

Shares withheld for taxes 2,552 Common Shares Tax-withholding disposition on May 7, 2026

Tax-withholding price $8.3583 per share Valuation used for 2,552-share tax withholding

Shares held after transaction 10,677 Common Shares Direct holdings following tax-withholding event

Key Terms

tax-withholding disposition, Form 4, Common Shares, Section 16

4 terms

tax-withholding disposition financial

"transaction_action: "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.

Form 4 regulatory

"INSIDER FILING DATA (Form 4)"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

Common Shares financial

""security_title": "Common Shares""

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.

Section 16 regulatory

"Form 4 is a Section 16 insider transaction report"

Section 16 is a U.S. securities law rule that governs the trading and disclosure obligations of company insiders — typically officers, directors and large shareholders — to promote transparency and deter unfair profit-taking. It requires insiders to publicly report their stock trades and allows companies or the issuer to reclaim quick, short-term profits from certain insider trades, like a scoreboard and a refund policy that help investors see and limit possible insider advantage.

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^*

Ramsay Caroline Frances

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/07/2026

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)

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	05/07/2026		F		2,552	D	$8.3583	10,677	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:

	/s/ Caroline Macefield, Attorney-in-Fact	05/11/2026
	** 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 did AEG (AEGON LTD.) disclose in this Form 4 filing?

AEGON LTD. disclosed that director Caroline Frances Ramsay had 2,552 Common Shares withheld to satisfy tax obligations from equity compensation. This was a non-market, tax-withholding disposition rather than an open-market share sale, and she still holds 10,677 shares directly.

How many AEG shares were involved in Caroline Ramsay’s tax withholding?

The filing shows 2,552 AEGON LTD. Common Shares were withheld for taxes at a price of $8.3583 per share. This transaction was coded as tax-withholding and did not represent a traditional buy or sell in the open market.

What is Caroline Ramsay’s AEG shareholding after this Form 4 transaction?

After the reported tax-withholding disposition, Caroline Frances Ramsay holds 10,677 AEGON LTD. Common Shares directly. This remaining position reflects her ongoing equity stake as a director following the routine settlement of tax liabilities tied to equity compensation.

Was the AEG Form 4 transaction an open-market sale of shares?

No, the transaction was not an open-market sale. It was coded as a tax-withholding disposition, meaning 2,552 AEGON LTD. shares were delivered to cover tax liabilities, a common mechanism for settling taxes on vested equity awards.

What price per share was used in the AEG tax-withholding transaction?

The Form 4 reports a transaction price of $8.3583 per AEGON LTD. Common Share for the 2,552 shares withheld. This price is used solely for the tax-withholding calculation and does not represent a discretionary market trade by the director.