St James's Place Regulatory News (STJ)

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Mark FitzPatrick

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Executive Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

219,213

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

80,869

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Election to acquire shares under the St. James's Place Share Incentive Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

192

£1,971.84

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Caroline Waddington

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Financial Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

121,713

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

5,842

£59,997.34

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

47,681

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Thomas Beal

2

Reason for the notification  

a)

Position/status  

PDMR/ Group Investment Director

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

81,823

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

37,266

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Release of shares awarded under the St. James's Place Deferred Bonus Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

Volume: Release 6,443 / Sale 3,039

Price: Release £nil / Sale £31,333.57

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Peter Edwards

2

Reason for the notification  

a)

Position/status  

PDMR/Partnership Director

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

81,726

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

1,225

£12,580.75

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

37,235

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 4

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Election to acquire shares under the St. James's Place Share Incentive Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

192

£1,971.84

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

Transaction 5

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Release of shares awarded under the St. James's Place Deferred Bonus Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

Volume: Release 17,281 / Sale 17,281

Price: Release £nil / Sale £178,175.57

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Elizabeth Kelly

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Corporate Affairs Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

36,597

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Election to acquire shares under the St. James's Place Share Incentive Plan.

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

192

£1,971.84

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Exercise under the St. James's Place 2014 Performance Share Plan and sale of sufficient shares to cover Tax and National Insurance obligations

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

Volume: Exercise 7,502 / Sale 3,539

Price: Exercise £nil/ Sale £36,282.03

e)

Date of the transaction

24 March 2025

f)

Place of the transaction

XLON

Transaction 4

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Release of shares awarded under the St. James's Place Deferred Bonus Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

Volume: Release 13,769 / Sale 6,495

Price: Release £nil / Sale £66,966.63

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Ian MacKenzie

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Operations and Technology Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Sale of Shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

1,682

£17,375.06

e)

Date of the transaction

24 March 2025

f)

Place of the transaction

XLON

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

81,726

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

2,920

£29,988.40

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 4

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

37,070

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 5

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Election to acquire shares under the St. James's Place Share Incentive Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

192

£1,971.84

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

Transaction 6

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Exercise under the St. James's Place 2014 Performance Share Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

Volume: Exercise and Sale 35,166

Price: Exercise £nil / sale £362,402.83

e)

Date of the transaction

24 March 2025

f)

Place of the transaction

XLON

Transaction 7

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Exercise under the St. James's Place 2014 Performance Share Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

Volume: Exercise and sale 74,495

Price: Exercise £nil / sale £771,746.60

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

Transaction 8

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Release of shares awarded under the St. James's Place Deferred Bonus Plan and sale of shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

Volume: Release 17,281 / Sale 17,281

Price: Release £nil / Sale £178,175.57

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Janet Anderson-MacKenzie

2

Reason for the notification  

a)

Position/status  

PCA to Ian MacKenzie - Chief Operations and Technology Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Sale of Shares

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

472

£4,866.08

e)

Date of the transaction

24 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Amy Morton

2

Reason for the notification  

a)

Position/status  

PDMR/Interim Group Chief People Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

49,488

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

20,821

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Paul Loftus

2

Reason for the notification  

a)

Position/status  

PDMR/General Counsel

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan.

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

66,637

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

5,842

£59,997.34

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

1,528

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 4

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Election to acquire shares under the St. James's Place Share Incentive Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

192

£1,971.84

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Hester Reinecke

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Risk Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

86,721

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

5,842

£59,997.34

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 3

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2028

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

43,816

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Robert Sanders

2

Reason for the notification  

a)

Position/status  

PDMR/Chief Client Officer

b)

Initial notification /Amendment

Initial notification

3 

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

a)

Name

St. James's Place plc

b)

LEI

213800M993ICXOMBCP87

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

Transaction 1

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

54,771

£nil

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

Transaction 2

a)

Description of the financial instrument, type of instrument

Identification code

Ordinary shares of 15p each

GB0007669376

b)

Nature of the transaction 

Grant of share options under the St. James's Place plc Company Share Option Plan linked to the St. James's Place Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price  

5,842

£59,997.34

e)

Date of the transaction

25 March 2025

f)

Place of the transaction

Outside a trading venue

For further information:

St. James's Place plc

Jonathan Dale, Company Secretary - 01285 717237