Welcome to our dedicated page for Aegon Ltd. SEC filings (Ticker: AEG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Aegon Ltd. filings document a foreign private issuer organized as a Bermuda exempted company with international financial services operations. The company's Form 6-K reports cover material events tied to investment, protection, retirement, life insurance, pensions, and asset management businesses, including capital-structure actions, debt guarantees, tender offers for subordinated notes, registration-statement exhibits, and related material agreements.
Governance disclosures include annual general meeting materials, shareholder voting matters, annual accounts, dividend proposals, and board-composition items. The filings also identify Aegon's fully owned U.S. and U.K. businesses, its global asset manager, and insurance joint ventures in Spain and Portugal, China, and Brazil.
Aegon Ltd. reports a stronger 2025 and sets out a clearer, US‑centered strategy. Operating result rose 15% year-on-year to EUR 1.7 billion, supported by growth across units and better experience variances. Operating capital generation before holding and funding expenses reached EUR 1.3 billion, while free cash flow was EUR 829 million and Cash Capital at Holding stood at EUR 1.3 billion.
The group sharpened its focus on Transamerica, which now represents about 70% of operations, and aims to become a leading US life insurance and retirement group. It plans to relocate its head office and legal seat to the US, ultimately rename the holding company Transamerica Inc., and transition reporting from IFRS to US GAAP for full‑year 2027, targeting domestic issuer status in the US by January 1, 2028. Aegon reduced its strategic shareholding in a Dutch insurance company to roughly 24%, raising gross proceeds of EUR 700 million, and continues to emphasize financial empowerment, sustainability, and responsible investing across its international insurance and asset management businesses.
AEGON LTD. director Caroline Frances Ramsay has reported ownership of 13,229 Common Shares. This position includes 9,854 Common Shares that are subject to time-based vesting in line with the applicable grant agreements, indicating that a substantial portion of her holding will vest over time.
AEGON LTD. director John F. McGarry filed an initial ownership report showing he directly holds 15,673 Common Shares. This position includes 9,854 Common Shares that are subject to time-based vesting under applicable grant agreements, reflecting both currently owned and unvested equity awards.
AEGON LTD. director Cornelia Maria Kool filed an initial ownership report showing holdings of 13,404 Common Shares. This position includes 7,585 Common Shares that are subject to time-based vesting under applicable grant agreements, reflecting both currently owned and unvested equity-based compensation.
AEGON LTD. officer Shawn Cary Johnson filed an initial Form 3, which is the baseline insider ownership report required for company insiders. The filing identifies Johnson as an officer (title noted as “See Remarks”) of AEGON LTD. (ticker AEG).
The available data shows no reportable transactions, derivative positions, or holding entries associated with this Form 3, indicating that only the insider status is being formally recorded in this excerpt.
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.
AEGON LTD. officer Wilford H. Fuller filed an initial ownership report on Form 3, showing beneficial ownership of 2,310,434 Common Shares.
Of this amount, 1,563,730 Common Shares are subject to time-based vesting in line with applicable grant agreements, meaning a significant portion of his reported holdings reflects equity awards that vest over time rather than fully vested stock.
AEGON LTD. director and Chief Executive Officer Eilard Friese filed an initial statement of beneficial ownership of Common Shares. The filing shows he directly holds 713,338 Common Shares. Of these, 414,015 Common Shares are subject to time-based vesting under applicable grant agreements.
AEGON LTD. director Lori Dickerson Fouche filed an initial ownership report showing holdings of 8,934 Common Shares. These Common Shares are subject to time-based vesting in line with the applicable grant agreements, indicating they are tied to service or tenure conditions rather than recent market purchases or sales.