Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AEGON LTD.AEG · Entity 3394 | Director | September 24, 2026 | September 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AEGON LTD.
Report date September 24, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 11,308 |
Reported balance
After 2026-09-24 transaction · row 1
1 source rowRow 1 · 2026-09-24 · Grant · Acquired 61 · Balance 11,308 F1: Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 24, 2026 Filed Sep 28, 2026 20:45 UTC | AEGON LTD. AEG · Entity 3394 | GrantCommon Shares | 61 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-044602 · ownership.xml · nonDerivative · entry 1 Wellauer Thomas Peter · CIK 0002118431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,308 F1 · kind: Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards. Read SEC document |
| July 06, 2026 Filed Jul 8, 2026 20:30 UTC | AEGON LTD. AEG · Entity 3394 | GrantCommon Shares | 32 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-032523 · ownership.xml · nonDerivative · entry 1 Wellauer Thomas Peter · CIK 0002118431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,247 F1 · kind: Represents an award of dividend equivalent shares associated with the Reporting Person's outstanding equity awards. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 20:30 UTC | AEGON LTD. AEG · Entity 3394 | Tax withholdingCommon Shares | 2,632 | $7.15 | $18,821.96 |
DisclosureSEC source: 0001493152-26-013217 · ownership.xml · nonDerivative · entry 1 Wellauer Thomas Peter · CIK 0002118431 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,215 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.