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. has filed Amendment No. 1 to its Form 20-F for the year ended December 31, 2025 to add audited financial statements of ASR Nederland N.V. prepared under IFRS as adopted by the EU. Aegon holds a less than 50% non-controlling interest in ASR and accounts for it using the equity method.
The amendment is required under Rule 3-09 of Regulation S-X because ASR met the significant subsidiary test for 2024, so the filing now includes ASR’s 2025 audited financials with 2024 comparatives, the related KPMG audit report, KPMG’s consent, and updated CEO and CFO certifications. No other parts of the original 2025 Form 20-F are revised.
AEGON LTD. Chief Financial Officer Russell Duncan James reported a Form 4 transaction where 61,678 Common Shares were disposed of at $7.1512 per share to satisfy tax obligations through share withholding. This was a non-open-market, tax-withholding disposition rather than a discretionary sale. Following the transaction, he directly holds 461,220 Common Shares.
AEGON LTD. director Thomas Peter Wellauer reported a routine tax-related share disposition. On March 25, 2026, 2,632 common shares were delivered at an implied price of $7.1512 per share to satisfy tax obligations. After this tax-withholding transaction, he directly holds 11,215 common shares.
AEGON LTD. Chief Executive Officer Eilard Friese reported a disposition of 100,521 common shares on March 25, 2026 to satisfy tax obligations by delivering shares. This tax-withholding event was not an open-market trade. After the transaction, he directly held 612,817 common shares.
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.