Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AEGON LTD.AEG · Entity 3394 | Chief Financial Officer | March 25, 2026 | April 01, 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 March 25, 2026 · Filed April 01, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 462,972 |
Reported balance
After 2026-03-25 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-03-25 · Tax withholding · Disposed 59,926 · Balance 462,972 |
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 |
|---|---|---|---|---|---|---|
| March 25, 2026 Filed Mar 27, 2026 20:30 UTC | AEGON LTD. AEG · Entity 3394 | Tax withholdingCommon Shares | 61,678 | $7.15 | $441,071.71 |
DisclosureSEC source: 0001493152-26-013219 · ownership.xml · nonDerivative · entry 1 Russell Duncan James · CIK 0002118300 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 461,220 Read SEC document |
| March 25, 2026 Filed Apr 1, 2026 20:30 UTC Amendment | AEGON LTD. AEG · Entity 3394 | Tax withholdingCommon Shares | 59,926 | $7.15 | $428,542.81 |
DisclosureSEC source: 0001493152-26-014665 · ownership.xml · nonDerivative · entry 1 Russell Duncan James · CIK 0002118300 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 462,972 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.