Director/PDMR Shareholding

AJ Bell PLC

15 November 2024

 

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                                            [phone]

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   

 

END