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Dividend-equivalent share award lifts Aegon (NYSE: AEG) director stake

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Wellauer Thomas Peter reported acquisition or exercise transactions in this Form 4 filing.

AEGON LTD. director Thomas Peter Wellauer received an award of 32 Common Shares on July 6, 2026 at a stated price of $0.00 per share. The award represents dividend equivalent shares tied to his existing equity awards. Following this grant, he directly holds 11,247 Common Shares.

Positive

  • None.

Negative

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Insider Wellauer Thomas Peter
Role null
Type Security Shares Price Value
Grant/Award Common Shares 32 $0.00 --
Holdings After Transaction: Common Shares — 11,247 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares granted 32 Common Shares Dividend equivalent share award on July 6, 2026
Grant price per share $0.00 per share Stated transaction price for the share award
Shares held after transaction 11,247 Common Shares Direct holdings following the award
Transaction code A (Grant, award, or other acquisition) Non-derivative acquisition classification
Transaction direction Acquire Net effect of reported Form 4 transaction
dividend equivalent shares financial
"Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards."
equity awards financial
"award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards."
Equity awards are payments to employees or directors made in the form of company stock or rights to buy stock later, serving as a way to share ownership rather than cash. For investors, they matter because they align staff incentives with company performance, can increase the number of shares outstanding over time (which can reduce each share’s claim on profits), and create compensation costs that affect reported earnings.
Grant, award, or other acquisition financial
"transaction_code_description: Grant, award, or other acquisition"
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FAQ

What insider transaction did AEG (AEGON LTD.) report for Thomas Peter Wellauer?

AEGON LTD. reported that director Thomas Peter Wellauer received an award of 32 Common Shares. These shares are dividend equivalents linked to his outstanding equity awards and increase his direct shareholding as part of routine compensation rather than an open-market purchase.

Was the AEG insider transaction a stock purchase or a grant?

The transaction was a grant, not a market purchase. Wellauer received 32 Common Shares as a dividend equivalent award tied to existing equity awards, recorded at a price of $0.00 per share, reflecting compensation rather than a cash-funded investment in AEG shares.

How many AEGON LTD. shares does Thomas Peter Wellauer hold after this Form 4?

After the reported transaction, Thomas Peter Wellauer directly holds 11,247 Common Shares of AEGON LTD. The increase comes from an award of 32 dividend equivalent shares associated with his existing equity awards, modestly raising his overall ownership position as a director.

What are dividend equivalent shares in the context of AEG’s Form 4 filing?

Dividend equivalent shares are additional shares granted to mirror dividends on existing equity awards. In AEG’s filing, Wellauer received 32 such shares linked to his outstanding awards, so his ownership rises as if cash dividends had been reinvested in AEGON LTD. stock.

Does the AEG Form 4 indicate any share sales by the reporting person?

The Form 4 shows no share sales by Thomas Peter Wellauer. It reports only an acquisition of 32 Common Shares through a dividend equivalent grant, which increases his direct holdings to 11,247 shares without any corresponding disposition or open-market selling activity.
SEC Form 4
FORM 4UNITED 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*
Wellauer Thomas Peter

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

(Street)
SCHIPHOL1118 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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
07/06/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Shares07/06/2026A(1)32A$011,247D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards.
/s/ Jessica Kortum, Attorney-in-Fact07/08/2026
** 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 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)