Director/PDMR Shareholding

AJ Bell PLC
10 January 2024
 

AJ Bell plc

("AJ Bell" or the "Company")

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

AJ Bell announces that on 9 January 2024, it was notified of the following transactions (Transactions) which took place on 8 January 2024:

 

As part of an offer of free shares to all eligible employees under the Company's HM Revenue and Customs approved Buy As You Earn scheme (BAYE):

 

(1)  each person discharging managerial responsibilities (PDMR) in AJ Bell who is named in column (1) of the below table received the number of ordinary shares of £0.000125 each (Ordinary Shares) in the issued share capital of AJ Bell set alongside their respective names in column (2) of the below table for nil consideration.

(1)

(2)

PDMR

Number of Ordinary Shares acquired

Roger Stott

34

Mo Tagari

34

Liz Carrington

34

Billy Mackay

34

Karen Goodman

34

Kina Sinclair

671

Charlie Musson

34

 

(2)  Nick Carrington, who is a person closely associated (PCA) with Liz Carrington, a PDMR, received 34 Ordinary Shares for nil consideration.

 

(3)  Following completion of the above Transactions, each PDMR who is named in column (1) of the below table is interested in the number of Ordinary Shares in AJ Bell and percentage of AJ Bell's issued share capital set alongside their respective name in columns (2) and (3) of the below table.

(1)

(2)

(3)

PDMR

Number of Ordinary Shares in which interested

% of issued share capital

Roger Stott

257,354

0.062

Mo Tagari

117,133

0.028

Liz Carrington

605,501

0.147

Billy Mackay

1,525,024

0.369

Karen Goodman

4,722

0.001

Kina Sinclair

10,560

0.003

Charlie Musson

337,840

0.082

 

The notifications below, made in accordance with the requirements of the UK Market Abuse Regulation, provide further details.

 

ENQUIRIES

 

AJ Bell                             

 

Olubunmi Likinyo, Company Secretary                                            +44 (0) 784 242 5845



 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Roger Stott

2

Reason for the notification

a)

Position/status

Chief Operating Officer/PDMR

 

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

 

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

 

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

  GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Aggregated Price

 

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Mohamed Tagari

2

Reason for the notification

a)

Position/status

Chief Technology Officer/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Elizabeth Carrington

2

Reason for the notification

a)

Position/status

HR Director/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Billy Mackay

2

Reason for the notification

a)

Position/status

Advised Managing Director/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Karen Goodman

2

Reason for the notification

a)

Position/status

Chief Risk Officer/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Kina Sinclair

2

Reason for the notification

a)

Position/status

Group Legal Services Director/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

671

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Charlie Musson

2

Reason for the notification

a)

Position/status

Acting D2C Managing Director/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside of a trading venue

 

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

 

1

Details of the person discharging managerial responsibilities/person closely associated

a)

Name

Nicholas Carrington

2

Reason for the notification

a)

Position/status

PCA with Elizabeth Carrington, HR Director/PDMR

b)

Initial notification /Amendment

Initial Notification

3

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

a)

Name

AJ Bell plc

b)

Legal Entity Identifier

213800VNKA7DPWXWJJ36

4

Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of £0.000125 each

 

 GB00BFZNLB60

b)

Nature of the transaction

Award of free shares under BAYE

c)

Currency

GBP

d)

Price(s) and volume(s)

Price(s)

Volume(s)

£ nil

34

e)

Aggregated information

- Aggregated volume

- Price

- Aggregated total

 

N/A single transaction

f)

Date of the transaction

8 January 2024

g)

Place of the transaction

Outside a trading venue

 

Name of officer of issuer responsible for making notification: Olubunmi Likinyo (Company Secretary)

Date of notification: 10 January 2024

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AJ Bell (AJB)
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