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/Group 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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2029 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

69,804

£nil

e)

Date of the transaction

25 March 2026

f)

Place of the transaction

Outside a trading venue

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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2029 

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

42,172

£nil

e)

Date of the transaction

25 March 2026

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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

34,557

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

95,113

£nil

e)

Date of the transaction

25 March 2026

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 10,907 / Sale 5,145

Price: Release £nil / Sale £62,701.20

e)

Date of the transaction

24 March 2026

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Elisabeth Davis

2

Reason for the notification  

a)

Position/status

PDMR/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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

24,259

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

72,150

£nil

e)

Date of the transaction

25 March 2026

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

4,920

£59,991.04

e)

Date of the transaction

25 March 2026

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

161

£1,963.12

e)

Date of the transaction

25 March 2026

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Lyn Grobler

2

Reason for the notification  

a)

Position/status

PDMR/Chief 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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

20,296

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

95,503

£nil

e)

Date of the transaction

25 March 2026

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

4,920

£59,991.04

e)

Date of the transaction

25 March 2026

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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

27,539

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

76,332

£nil

e)

Date of the transaction

25 March 2026

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

161

£1,963.12

e)

Date of the transaction

25 March 2026

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

Person closely associated with Ian MacKenzie (Chief Operating 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

355

£4,336.43

e)

Date of the transaction

24 March 2026

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 

Gift of shares to PDMR

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

7,000

£nil

e)

Date of the transaction

24 March 2026

f)

Place of the transaction

Outside a trading venue

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 Operating 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 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

34,260

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

94,990

£nil

e)

Date of the transaction

25 March 2026

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

161

£1,963.12

e)

Date of the transaction

25 March 2026

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 17,634 / Sale 17,634

Price: Release £nil / Sale £214,902.42

e)

Date of the transaction

24 March 2026

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 

Receipt of a gift of shares from person closely associated

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

7,000

£nil

e)

Date of the transaction

24 March 2026

f)

Place of the transaction

Outside a trading venue

Transaction 6

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 at a discounted price to Charities Aid Foundation

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

10,942

£59,945.26

e)

Date of the transaction

24 March 2026

f)

Place of the transaction

Outside a trading venue

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Justin Onuekwusi

2

Reason for the notification  

a)

Position/status

PDMR/Chief Investment 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 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

20,946

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

21,841

£nil

e)

Date of the transaction

25 March 2026

f)

Place of the transaction

Outside a trading venue

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

James Rainbow

2

Reason for the notification  

a)

Position/status

PDMR/Chief Executive Officer of St. James's Place Wealth Management Plc

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 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

20,393

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

74,282

£nil

e)

Date of the transaction

25 March 2026

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

4,920

£59,991.04

e)

Date of the transaction

25 March 2026

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

161

£1,963.12

e)

Date of the transaction

25 March 2026

f)

Place of the transaction

XLON

1 

Details of the person discharging managerial responsibilities/person closely associated 

a)

Name

Hestie 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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

31,846

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

75,598

£nil

e)

Date of the transaction

25 March 2026

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 

Award of shares under the St. James's Place Deferred Bonus Plan, subject to forfeiture until 25 March 2027 (one-third of the award), 25 March 2028 (one-third of the award) and 25 March 2029 (one-third of the award)

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

18,578

£nil

e)

Date of the transaction

25 March 2026

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 Performance Share Plan

c)

Price(s) and volume(s)

d)

Aggregated information:

- Aggregated volume

- Price

63,046

£nil

e)

Date of the transaction

25 March 2026

f

Place of the transaction

Outside a trading venue