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Last checked at 
31 May 2022 16:45
AJ Bell plc (Company)
Director/PDMR/PCA Transaction - Initial Notification
The Company announces it was notified on 30 May 2022, that:
a) Michael Summersgill, Deputy Chief Executive Officer (Deputy CEO) and a person discharging managerial responsibility (PDMR) in the Company, sold 22,268 ordinary shares of £0.000125 each in the Company (Ordinary Shares) at a price of £2.605 per Ordinary Share and then purchased via his AJ Bell Youinvest Individual Savings Account (ISA) 7,677 Ordinary Shares at a price of £2.605 per Ordinary Share;
b) Lucy Summersgill, a person closely associated (PCA) with Michael Summersgill, sold 3,842 Ordinary Shares at a price of £2.605 per Ordinary Share and then purchased via her:
(i) AJ Bell Youinvest ISA, 7,677 Ordinary Shares at a price of £2.605 per Ordinary Share;
(ii) AJ Bell Youinvest SIPP 3,842 Ordinary Shares at a price of £2.605 per Ordinary Share;
c) Sebastian Summersgill, a PCA with Michael Summersgill, purchased via his AJ Bell Youinvest Junior ISA 3,454 Ordinary Shares at a price of £2.605 per Ordinary Share; and
d) Georgina Summersgill, a PCA with Michael Summersgill, purchased via her AJ Bell Youinvest Junior ISA 3,454 Ordinary Shares at a price of £2.605 per Ordinary Share.
The above transactions all took place on 26 May 2022.
Following the transactions, Michael Summersgill has an interest in 1,195,812 Ordinary Shares which represents 0.291% of the issued share capital of the Company.
This announcement, including the notification below, is made in accordance with the requirements of the EU Market Abuse Regulation.
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 | Michael Thomas Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Sale of Ordinary Shares | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information · Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transaction
| London Stock Exchange | ||||
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 | |||||
a)
| Name | Michael Thomas Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Purchase of Ordinary Shares via AJ Bell Youinvest ISA. | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information
· Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transactions
| London Stock Exchange | ||||
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 | Lucy Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| PCA of Michael Thomas Summersgill Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Sale of Ordinary Shares | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information · Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transaction
| London Stock Exchange | ||||
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 | Lucy Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| PCA of Michael Thomas Summersgill Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Purchase of Ordinary Shares via AJ Bell Youinvest ISA | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information
· Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transactions
| London Stock Exchange | ||||
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 | Lucy Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| PCA of Michael Thomas Summersgill Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Purchase of Ordinary Shares via AJ Bell Youinvest SIPP | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information
· Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transactions
| London Stock Exchange | ||||
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 | Sebastian Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| PCA of Michael Thomas Summersgill Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Purchase of Ordinary Shares via AJ Bell Youinvest Junior ISA | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information
· Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transactions
| London Stock Exchange | ||||
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 | Georgina Summersgill | ||||
2
| Reason for the notification
| |||||
a)
| Position/status
| PCA of Michael Thomas Summersgill Deputy CEO/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)
| LEI
| 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 | Ordinary shares of £0.000125 each | ||||
Identification code
| GB00BFZNLB60
| |||||
b)
| Nature of the transaction
| Purchase of Ordinary Shares via AJ Bell Youinvest Junior ISA | ||||
c)
| Price(s) and volume(s)
|
| ||||
d) | Aggregated information
· Aggregated volume
· Price
|
Not applicable
| ||||
e)
| Date of the transaction | 26 May 2022 | ||||
f)
| Place of the transactions
| London Stock Exchange | ||||
Name of officer of issuer responsible for making notification: Bruce Robinson (Company Secretary)
Date of notification: 31 May 2022
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