Last checked at 9 Jan 2024 09:15
AJ Bell plc
("AJ Bell" or the "Company")
Director/PDMR Transactions - Initial Notification
The Company announces that on 5 January 2024, Peter Birch, a person discharging managerial responsibility (PDMR) in the Company, has:
a) in order to effect a "Bed and ISA" transaction, sold 6,500 ordinary shares of £0.000125 each in the Company (Ordinary Shares) at a price of £2.89601 per Ordinary Share from his AJ Bell Dealing Account and then repurchased into his AJ Bell Individual Savings Account (ISA) the same number of 6,500 Ordinary Shares at a price of £2.901214 per Ordinary Share; and
b) transferred 47,000 Ordinary Shares to Lucy Birch, a person closely associated with him (PCA) for nil consideration.
Following the transactions, there has been no change in the number of shares in which Peter Birch has an interest.
This announcement, including the notification below, is made in accordance with the requirements of the UK 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 | Peter Birch | |
2 | Reason for the notification | ||
a) | Position/status | Chief Financial 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 | Sale of Ordinary Shares | |
c) | Currency | GBP | |
d) | Price(s) and volume(s) | Price(s) | Volume(s) |
£2.89601 | 6,500 | ||
e) | Aggregated information - Aggregated volume - Price - Aggregated total | N/A single transaction | |
f) | Date of the transaction | 5 January 2024 | |
g) | 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 | Peter Birch | |
2 | Reason for the notification | ||
a) | Position/status | Chief Financial 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 | Purchase of Ordinary Shares via AJ Bell ISA | |
c) | Currency | GBP | |
d) | Price(s) and volume(s) | Price(s) | Volume(s) |
£2.901214 | 6,500 | ||
e) | Aggregated information - Aggregated volume - Price - Aggregated total | N/A single transaction | |
f) | Date of the transaction | 5 January 2024 | |
g) | 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 | Peter Birch | |
2 | Reason for the notification | ||
a) | Position/status | Chief Financial 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 | Transfer of Shares for Nil Consideration | |
c) | Currency | GBP | |
d) | Price(s) and volume(s) | Price(s) | Volume(s) |
Nil | 47,000 | ||
e) | Aggregated information - Aggregated volume - Price - Aggregated total | N/A single transaction | |
f) | Date of the transaction | 5 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: 9 January 2024