STOCK TITAN

AEGON LTD. (NYSE: AEG) officer uses 221,990 shares for tax withholding

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

Rhea-AI Filing Summary

AEGON LTD. officer Wilford H. Fuller reported a tax-related share disposition. On this Form 4, 221,990 Common Shares were transferred at a value of $7.1512 per share to satisfy tax obligations by delivering securities, rather than through an open-market sale. After this tax-withholding transaction, Fuller directly holds 2,088,444 Common Shares, indicating he retains a substantial equity position in the company.

Positive

  • None.

Negative

  • None.
Insider Fuller Wilford H.
Role See Remarks
Type Security Shares Price Value
Tax Withholding Common Shares 221,990 $7.1512 $1.59M
Holdings After Transaction: Common Shares — 2,088,444 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*
Fuller Wilford H.

(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)
See Remarks
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 Shares03/25/2026F221,990D$7.15122,088,444D
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:
Remarks:
Chief Executive Officer of Aegon Americas
/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.) report for Wilford H. Fuller?

AEGON LTD. reported that officer Wilford H. Fuller had 221,990 Common Shares withheld to cover tax obligations. This was a tax-withholding disposition, not an open-market trade, and it reduced his position while settling tax liabilities using shares instead of cash.

Was the AEG Form 4 transaction a market sale of shares?

No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Shares valued at $7.1512 each were delivered to satisfy tax obligations, which is a mechanical step typically tied to equity-based compensation events rather than discretionary selling.

How many AEGON LTD. shares does Wilford H. Fuller hold after this Form 4 transaction?

Following the reported tax-withholding disposition, Wilford H. Fuller directly holds 2,088,444 Common Shares of AEGON LTD. This figure reflects his position immediately after 221,990 shares were delivered to cover tax liabilities associated with his equity compensation.

What does transaction code F mean in the AEG Form 4 for Wilford H. Fuller?

Transaction code F indicates payment of an exercise price or tax liability by delivering securities. In this AEG filing, it signifies that 221,990 Common Shares were used to settle tax obligations, distinguishing the event from a typical open-market purchase or sale.

Did the AEG Form 4 show any option exercises or derivative activity for Wilford H. Fuller?

The Form 4 data show no derivative transactions or option exercises associated with this event. The filing lists only a non-derivative Common Shares entry marked as a tax-withholding disposition, with no remaining derivative positions disclosed in the derivative summary table.

How large was the tax-withholding share disposition reported by AEG for Wilford H. Fuller?

The tax-withholding disposition involved 221,990 Common Shares at a reported value of $7.1512 per share. This action reduced the number of shares directly held by Wilford H. Fuller while using company stock to satisfy tax obligations tied to his compensation.