Correction to announcement
1133I made at 15:24 on
14/10/2024 (Director/PDMR Shareholding): The RNS omitted the issue
of shares to Ryan Hughes and the number and percentage of Ordinary
Shares in AJ Bell plc which Ryan was interested in. All other
information was correct:
LEI: 213800VNKA7DPWXWJJ36
15 November 2024 (original RNS date:
14 October 2024)
AJ Bell plc
("AJ Bell" or the
"Company")
Notification and public
disclosure of transactions by persons discharging managerial
responsibilities and persons closely associated with
them
AJ Bell announces that on 14 October
2024, it was notified of the following transactions
(Transactions) which took place
on 11 October 2024:
(1) that each
person discharging managerial responsibilities (PDMR) in AJ
Bell who is named in column (1) of the below table purchased
the number of ordinary shares of £0.000125
each (Ordinary
Shares) in the issued share capital of AJ Bell set alongside
their respective names in column (2) of the below table under the
Company's Buy As You Earn scheme (BAYE) at a price of £4.434925 per
Ordinary Share.
|
(1)
|
(2)
|
|
PDMR
|
Number of Ordinary Shares
acquired
|
|
Roger Stott
|
34
|
|
Mo Tagari
|
34
|
|
Liz Carrington
|
34
|
|
Billy Mackay
|
34
|
|
Karen Goodman
|
33
|
|
Kina Sinclair
|
34
|
|
Charlie Musson
|
34
|
|
Ryan Hughes
|
34
|
(2) that Nick
Carrington, who is a person closely
associated (PCA) with Liz
Carrington, a PDMR, purchased 34
Ordinary Shares (Ordinary Shares) under the BAYE at a
price of £4.434925 per Ordinary Share.
(3) Following completion of
the above Transactions, each PDMR who is named in column (1) of the below table is
interested in the number of Ordinary Shares in AJ Bell and
percentage of AJ Bell's issued share capital set alongside their
respective names in columns (2) and (3) of the below
table.
|
(1)
|
(2)
|
(3)
|
|
PDMR
|
Number of Ordinary Shares in
which interested
|
% of issued share
capital
|
|
Roger Stott
|
204,397
|
0.049
|
|
Mo Tagari
|
112,591
|
0.027
|
|
Liz Carrington
|
540,343
|
0.131
|
|
Billy Mackay
|
1,350,431
|
0.327
|
|
Karen Goodman
|
1,142
|
0.000
|
|
Kina Sinclair
|
10,981
|
0.003
|
|
Charlie Musson
|
338,261
|
0.082
|
|
Ryan Hughes
|
126,392
|
0.031
|
The notifications below, made in
accordance with the requirements of the UK Market Abuse Regulation,
provide further details.
ENQUIRIES
AJ
Bell
Olubunmi Likinyo, Company
Secretary
+44 (0) 784 242 5845
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Roger Stott
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Chief Operating
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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.
434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Aggregated Price
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Mohamed Tagari
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Chief Technology
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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.
434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Elizabeth Carrington
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
HR Director/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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Billy Mackay
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Advised Managing
Director/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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Karen Goodman
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Chief Risk 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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
33
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Kina Sinclair
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Group Legal Services
Director/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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Charles Musson
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Acting D2C Managing
Director/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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Ryan Hughes
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
Managing Director, AJ Bell
Investments
|
|
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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
|
1
|
Details of the person discharging managerial
responsibilities/person closely associated
|
|
a)
|
Name
|
Nicholas Carrington
|
|
2
|
Reason for the notification
|
|
a)
|
Position/status
|
PCA with Elizabeth Carrington, HR
Director/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 shares under
BAYE
|
|
c)
|
Currency
|
GBP
|
|
d)
|
Price(s) and volume(s)
|
Price(s)
|
Volume(s)
|
|
4.434925
|
34
|
|
e)
|
Aggregated information
- Aggregated volume
- Price
- Aggregated total
|
N/A single transaction
|
|
f)
|
Date of the transaction
|
11 October 2024
|
|
g)
|
Place of the transaction
|
London Stock Exchange
|
Name of officer of issuer
responsible for making notification: Olubunmi Likinyo (Company Secretary)
Date of notification: 14 October 2024