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  4. [Form 4] AEGON LTD. Insider Trading Activity

AEGON (NYSE: AEG) director granted 136 dividend equivalent shares, now holds 24,728

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Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Herzog David L reported acquisition or exercise transactions in this Form 4 filing.

AEGON LTD. director David L. Herzog received an award of 136 Common Shares on 2026-07-06 at no cost. The award represents dividend equivalent shares tied to his existing equity awards. Following this grant, he directly holds 24,728 Common Shares of AEGON LTD.

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Insider Herzog David L
Role null
Type Security Shares Price Value
Grant/Award Common Shares 136 $0.00 --
Holdings After Transaction: Common Shares — 24,728 shares (Direct, null)
Footnotes (1)
  1. [object Object]
Shares awarded 136 Common Shares Dividend equivalent share award on 2026-07-06
Price per awarded share $0.00 per share Grant, award, or other acquisition
Shares held after transaction 24,728 Common Shares Direct holdings following 136-share award
Transaction type Grant/award acquisition Non-derivative acquisition coded as A
dividend equivalent shares financial
"Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards."
equity awards financial
"Represents an 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.
Common Shares financial
"Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards."
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.
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Form 4 Insider Transactions: What Each Field Means →

FAQ

What did AEGON (AEG) director David L. Herzog report in this Form 4?
David L. Herzog reported receiving 136 Common Shares of AEGON LTD. as an award. These shares are dividend equivalents linked to his existing equity awards, increasing his direct holdings to 24,728 Common Shares after the transaction.

Was the AEGON (AEG) Form 4 transaction a market purchase or sale?
The transaction was not a market purchase or sale. Herzog received 136 Common Shares as a grant of dividend equivalent shares at a price of $0.00 per share, associated with his outstanding equity awards rather than open-market trading.

How many AEGON (AEG) shares does David L. Herzog hold after this award?
After the award, David L. Herzog directly holds 24,728 Common Shares of AEGON LTD. The 136-share grant of dividend equivalent shares increased his position from its prior level, reflecting additional compensation rather than a cash investment.

What are dividend equivalent shares in the context of AEGON (AEG) equity awards?
Dividend equivalent shares provide additional stock to match dividends that would have been paid on underlying equity awards. In this filing, Herzog received 136 such shares tied to his outstanding equity awards, effectively compensating him for dividend value in stock form.

Does the AEGON (AEG) Form 4 indicate any derivative or option exercises?
No derivative or option exercises are shown in this Form 4. The filing reports only a non-derivative acquisition of 136 Common Shares as dividend equivalent shares, with no remaining derivative positions disclosed in the derivative summary section.
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*
Herzog David L
(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)136A$024,728D
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)

Source: View Original Filing on SEC EDGAR