AEGON LTD.·4

Mar 27, 4:30 PM ET

Fawcett Karen 4

4 · AEGON LTD. · Filed Mar 27, 2026

Research Summary

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AEGON (AEG) Director Karen Fawcett Withholds 2,632 Shares for Taxes

What Happened
Karen Fawcett, a director of AEGON Ltd. (AEG), had 2,632 shares disposed of on 2026-03-25 as a tax-withholding action related to an award or option exercise. The transaction is reported as a disposal (code F) at $7.15 per share, totaling approximately $18,822. This is a withholding to cover tax obligations, not an open-market sale.

Key Details

  • Transaction date: 2026-03-25; reported on Form 4 filed 2026-03-27.
  • Action/code: F — payment of exercise price or tax liability (shares withheld).
  • Shares involved: 2,632 shares withheld at $7.15 each; total value ≈ $18,822.
  • Shares owned after transaction: Not specified in the provided filing details.
  • Filing timeliness: Form filed 2026-03-27 for a 2026-03-25 transaction; no late-filing flag indicated in the provided data.
  • Note: This disposition reflects tax withholding (common after exercises or vesting) rather than a market sale.

Context
When insiders exercise options or receive restricted shares, companies often withhold a portion of the shares to satisfy tax withholding obligations (a “cashless” element). These withheld shares reduce the insider’s holdings but do not necessarily reflect a decision to sell shares into the market.

Insider Transaction Report

Form 4
Period: 2026-03-25
Transactions
  • Tax Payment

    Common Shares

    2026-03-25$7.15/sh2,632$18,8228,755 total
Signature
/s/ Caroline Macefield, Attorney-in-Fact|2026-03-27

Documents

1 file
  • 4
    ownership.xmlPrimary