TIDMAJB
RNS Number : 9475V
AJ Bell PLC
12 April 2023
AJ Bell plc (Company)
Director/PDMR Transactions - Initial Notification
The Company announces that it was notified on 11 April 2023,
that:
a) Michael Summersgill, Chief Executive Officer and a person
discharging managerial responsibility (PDMR) in the Company,
has:
i) in order to effect a "Bed and ISA" transaction, sold 4,557
ordinary shares of GBP0.000125 each in the Company (Ordinary
Shares) at a price of GBP3.291 per Ordinary Share via his AJ Bell
Dealing Account (AJ Bell Dealing Account) and then purchased 4,557
Ordinary Shares at a price of GBP3.291 per Ordinary Share via his
AJ Bell Individual Savings Account (AJ Bell ISA); and
ii) sold 7,596 Ordinary Shares at a price of GBP3.291 per
Ordinary Share via his AJ Bell Dealing Account;
b) Lucy Summersgill, a person closely associated (PCA) with Michael Summersgill, has:
i) in order to effect a "Bed and ISA" transaction, sold 4,557
Ordinary Shares at a price of GBP3.291 per Ordinary Share via her
AJ Bell Dealing Account and then purchased 4,557 Ordinary Shares at
a price of GBP3.291 per Ordinary Share via her AJ Bell ISA;
ii) in order to effect a "Bed and SIPP" transaction, sold 303
Ordinary Shares at a price of GBP3.291 per Ordinary Share via her
AJ Bell Dealing Account and then purchased 303 Ordinary Shares at a
price of GBP3.291 per Ordinary Share via her AJ Bell Self Invested
Personal Pension (SIPP); and
iii) purchased 4,254 Ordinary Shares at a price of GBP3.291 per
Ordinary Share via her AJ Bell SIPP;
c) Sebastian Summersgill, a PCA with Michael Summersgill, has
purchased 1,215 Ordinary Shares at a price of GBP3.291 per Ordinary
Share via his AJ Bell Junior ISA Account (AJ Bell Junior ISA);
and
d) Georgina Summersgill, a PCA with Michael Summersgill, has
purchased 2,127 Ordinary Shares at a price of GBP3.291 per Ordinary
Share via her AJ Bell Junior ISA.
The above transactions all took place on 6 April 2023.
Following the transactions, there has been no change in the
number of Ordinary Shares in which Michael Summersgill has an
interest, being 1,028,312 Ordinary Shares which represents 0.250%
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
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Michael Summersgill
---------------------------------------- ---------------------------------------
Reason for the notification
2
---------------------------------------------------------------------------------
a) Position/status Chief Executive Officer/PDMR
---------------------------------------- ---------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- ---------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
---------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- ---------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- ---------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- ---------------------------------------
b) Nature of the Sale of Ordinary Shares
transaction
---------------------------------------- ---------------------------------------
c) Currency GBP
---------------------------------------- ---------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ------------------ -------------------
GBP3.291 12,153
---------------------------------------------------------------- -------------------
e) Aggregated information N/A single transaction
- Aggregated
volume
- Price
- Aggregated
total
---------------------------------------- ---------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- ---------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- ---------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Michael Summersgill
---------------------------------------- ------------------------------------------------
Reason for the notification
2
------------------------------------------------------------------------------------------
a) Position/status Chief Executive Officer/PDMR
---------------------------------------- ------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- ------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- ------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- ------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- ------------------------------------------------
b) Nature of the Purchase of Ordinary Shares via AJ Bell ISA.
transaction
---------------------------------------- ------------------------------------------------
c) Currency GBP
---------------------------------------- ------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ---------------------- ------------------------
GBP3.291 4,557
-------------------------------------------------------------------- ------------------------
e) Aggregated information N/A single transaction
- Aggregated
volume
- Price
- Aggregated
total
---------------------------------------- ------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- ------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- ------------------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Lucy Summersgill
---------------------------------------- -------------------------------------------------
Reason for the notification
2
-------------------------------------------------------------------------------------------
a) Position/status PCA with Michael Summersgill, Chief Executive
Officer/PDMR
---------------------------------------- -------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- -------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
-------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- -------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- -------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- -------------------------------------------------
b) Nature of the Sale of Ordinary Shares
transaction
---------------------------------------- -------------------------------------------------
c) Currency GBP
---------------------------------------- -------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ----------------------- ------------------------
GBP3.291 4,860
--------------------------------------------------------------------- ------------------------
e) Aggregated information
- Aggregated N/A single transaction
volume
- Price
- Aggregated
total
---------------------------------------- -------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- -------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- -------------------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Lucy Summersgill
---------------------------------------- -------------------------------------------------
Reason for the notification
2
-------------------------------------------------------------------------------------------
a) Position/status PCA with Michael Summersgill, Chief Executive
Officer/PDMR
---------------------------------------- -------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- -------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
-------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- -------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- -------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- -------------------------------------------------
b) Nature of the Purchase of Ordinary Shares via AJ Bell ISA
transaction
---------------------------------------- -------------------------------------------------
c) Currency GBP
---------------------------------------- -------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ----------------------- ------------------------
GBP3.291 4,557
--------------------------------------------------------------------- ------------------------
e) Aggregated information
- Aggregated N/A single transaction
volume
- Price
- Aggregated
total
---------------------------------------- -------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- -------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- -------------------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Lucy Summersgill
---------------------------------------- -------------------------------------------------
Reason for the notification
2
-------------------------------------------------------------------------------------------
a) Position/status PCA with Michael Summersgill, Chief Executive
Officer/PDMR
---------------------------------------- -------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- -------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
-------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- -------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- -------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- -------------------------------------------------
b) Nature of the Purchase of Ordinary Shares via AJ Bell SIPP
transaction
---------------------------------------- -------------------------------------------------
c) Currency GBP
---------------------------------------- -------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ----------------------- ------------------------
GBP3.291 4,557
--------------------------------------------------------------------- ------------------------
e) Aggregated information
- Aggregated N/A single transaction
volume
- Price
- Aggregated
total
---------------------------------------- -------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- -------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- -------------------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Sebastian Summersgill
---------------------------------------- --------------------------------------------------
Reason for the notification
2
--------------------------------------------------------------------------------------------
a) Position/status PCA with Michael Summersgill, Chief Executive
Officer/PDMR
---------------------------------------- --------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- --------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
--------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- --------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- --------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- --------------------------------------------------
b) Nature of the Purchase of Ordinary Shares via AJ Bell Junior
transaction ISA
---------------------------------------- --------------------------------------------------
c) Currency GBP
---------------------------------------- --------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ----------------------- -------------------------
GBP3.291 1,215
--------------------------------------------------------------------- -------------------------
e) Aggregated information
- Aggregated N/A single transaction
volume
- Price
- Aggregated
total
---------------------------------------- --------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- --------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- --------------------------------------------------
Details of the person discharging managerial responsibilities/person
1 closely associated
a) Name Georgina Summersgill
---------------------------------------- --------------------------------------------------
Reason for the notification
2
--------------------------------------------------------------------------------------------
a) Position/status PCA with Michael Summersgill, Chief Executive
Officer/PDMR
---------------------------------------- --------------------------------------------------
b) Initial notification Initial Notification
/Amendment
---------------------------------------- --------------------------------------------------
Details of the issuer, emission allowance market participant,
3 auction platform, auctioneer or auction monitor
--------------------------------------------------------------------------------------------
a) Name AJ Bell plc
---------------------------------------- --------------------------------------------------
b) Legal Entity 213800VNKA7DPWXWJJ36
Identifier
---------------------------------------- --------------------------------------------------
Details of the transaction(s): section to be repeated for
4 (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 Ordinary shares of GBP0.000125 each
the financial
instrument, type GB00BFZNLB60
of instrument
Identification
code
---------------------------------------- --------------------------------------------------
b) Nature of the Purchase of Ordinary Shares via AJ Bell Junior
transaction ISA
---------------------------------------- --------------------------------------------------
c) Currency GBP
---------------------------------------- --------------------------------------------------
d) Price(s) and Price(s) Volume(s)
volume(s)
---------------------------------------- ----------------------- -------------------------
GBP3.291 2,127
--------------------------------------------------------------------- -------------------------
e) Aggregated information
- Aggregated N/A single transaction
volume
- Price
- Aggregated
total
---------------------------------------- --------------------------------------------------
f) Date of the transaction 6 April 2023
---------------------------------------- --------------------------------------------------
g) Place of the London Stock Exchange
transaction
---------------------------------------- --------------------------------------------------
Name of officer of issuer responsible for making notification:
Bruce Robinson (Company Secretary)
Date of notification: 12 April 2023
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END
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