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AEGON (NYSE: AEG) director logs routine tax-withholding share transaction

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

Rhea-AI Filing Summary

AEGON LTD. director Karen Fawcett reported a routine tax-related share disposition. On this Form 4, 2,632 Common Shares were delivered at $7.1512 per share to satisfy tax obligations, classified as a tax-withholding disposition. Following the transaction, she directly holds 8,755 Common Shares.

Positive

  • None.

Negative

  • None.
Insider Fawcett Karen
Role Director
Type Security Shares Price Value
Tax Withholding Common Shares 2,632 $7.1512 $19K
Holdings After Transaction: Common Shares — 8,755 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*
Fawcett Karen

(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)
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 Shares03/25/2026F2,632D$7.15128,755D
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 AEG (AEGON LTD.) director Karen Fawcett report?

Karen Fawcett reported a tax-related share disposition. She delivered 2,632 AEGON LTD. Common Shares to cover obligations, rather than executing an open-market trade, according to the Form 4 insider filing details.

Was Karen Fawcett’s AEG Form 4 transaction a market sale of shares?

No, the transaction was not an open-market sale. It was coded “F,” meaning shares were delivered to pay an exercise price or tax liability, a routine tax-withholding disposition under equity compensation.

How many AEGON LTD. shares were involved in Karen Fawcett’s tax-withholding transaction?

The filing shows 2,632 Common Shares were used to satisfy obligations. These shares were delivered at a value of $7.1512 per share in a tax-withholding disposition, not as a standard market sale.

How many AEGON LTD. shares does Karen Fawcett hold after this Form 4 transaction?

After the tax-withholding disposition, Karen Fawcett directly holds 8,755 AEGON LTD. Common Shares. This post-transaction balance is reported in the Form 4 as her direct ownership position.

Does Karen Fawcett’s AEG Form 4 show any option exercises or derivative positions?

The summary data reports no derivative transactions or option exercises. Derivative transaction count and exercise shares are listed as zero, and there is no remaining derivative position in the derivativeSummary section.