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AEGON (AEG) director logs routine tax-withholding share disposition

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

Rhea-AI Filing Summary

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.

Positive

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Negative

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Insider Wellauer Thomas Peter
Role Director
Type Security Shares Price Value
Tax Withholding Common Shares 2,632 $7.1512 $19K
Holdings After Transaction: Common Shares — 11,215 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*
Wellauer Thomas Peter

(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$7.151211,215D
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 did AEG (AEGON LTD.) director Thomas Wellauer report in this Form 4?

Director Thomas Peter Wellauer reported a tax-withholding disposition of 2,632 AEGON LTD. common shares. The shares were delivered to cover tax obligations, leaving him with 11,215 common shares held directly after the transaction.

Was the AEG Form 4 transaction an open-market sale of shares?

No, the Form 4 transaction was a tax-withholding disposition, not an open-market sale. Shares were delivered to satisfy tax liabilities, which is a routine administrative action rather than a discretionary sale in the open market.

How many AEG common shares did Thomas Wellauer dispose of for taxes?

Thomas Peter Wellauer disposed of 2,632 AEGON LTD. common shares through a tax-withholding transaction. The shares were valued at an implied $7.1512 per share for this purpose, according to the Form 4 disclosure provided.

How many AEG shares does Thomas Wellauer hold after this Form 4 transaction?

After the tax-withholding disposition, Thomas Peter Wellauer directly holds 11,215 AEGON LTD. common shares. This figure reflects his post-transaction position as disclosed in the Form 4, showing his remaining ownership following the tax-related share delivery.

Does the AEG Form 4 show any stock option exercises or derivative activity?

No derivative activity is shown in this Form 4. The filing only reports a non-derivative tax-withholding disposition of common shares, and the derivative summary section indicates no remaining derivative positions or option exercises associated with this specific disclosure.

Is the AEG Form 4 transaction categorized as a buy or sell event?

The transaction is categorized as a disposition related to tax withholding, coded “F” on the Form 4. It is not recorded as a traditional buy or sell, but as delivery of shares to pay tax liabilities on existing or vesting equity.