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AEGON (AEG) CFO disposes 61,678 shares to cover tax obligations, retains 461,220

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

Rhea-AI Filing Summary

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.

Positive

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Negative

  • None.
Insider Russell Duncan James
Role Chief Financial Officer
Type Security Shares Price Value
Tax Withholding Common Shares 61,678 $7.1512 $441K
Holdings After Transaction: Common Shares — 461,220 shares (Direct)
Footnotes (1)
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*
Russell Duncan James

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Financial Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/25/2026
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 Shares03/25/2026F61,678D$7.1512461,220D
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:
/s/ Caroline Macefield, Attorney-in-Fact03/27/2026
** 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)

FAQ

What insider transaction did AEGON (AEG) report for its CFO?

AEGON’s Chief Financial Officer Russell Duncan James reported a Form 4 transaction disposing of 61,678 Common Shares. The shares were withheld to cover tax obligations, not sold on the open market, and were priced at $7.1512 per share in the filing.

Was the AEGON (AEG) CFO’s Form 4 transaction an open-market sale?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Code F indicates shares were delivered to satisfy tax obligations, so the CFO did not actively sell the 61,678 shares into the market.

How many AEGON (AEG) shares does the CFO hold after this Form 4?

After the tax-withholding disposition, the CFO directly holds 461,220 AEGON Common Shares. This figure reflects his remaining direct ownership position reported in the Form 4 following the 61,678-share withholding for tax liabilities.

What price per share is shown in the AEGON (AEG) CFO’s Form 4?

The Form 4 lists a transaction price of $7.1512 per AEGON Common Share for the 61,678 shares used to cover tax obligations. This price is part of the reporting detail and does not necessarily represent a market trade.

What does transaction code F mean in the AEGON (AEG) CFO filing?

Transaction code F in the Form 4 indicates payment of an exercise price or tax liability by delivering securities. For AEGON’s CFO, it identifies the 61,678-share disposition as a tax-withholding event rather than a voluntary market purchase or sale.