Correction to announcement 9776L made at 12:02 on 17/12/2025 (Director/PDMR Shareholding): The RNS included the incorrect place of transaction in section (4) details of the transaction. All other information was correct:
LEI: 213800VNKA7DPWXWJJ36
17 December 2025 (Original RNS Date: 17 December 2025)
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
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
Michael Summersgill |
|
|
2 |
Reason for the notification |
||
|
a) |
Position/status |
Chief Executive 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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
340,991 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
Peter Birch |
|
|
2 |
Reason for the notification |
||
|
a) |
Position/status |
Chief Financial 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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
215,134 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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 & Customer Services 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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
63,026 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
Stephen Vowles |
|
|
2 |
Reason for the notification |
||
|
a) |
Position/status |
Chief Marketing 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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
26,876 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
Charles Musson |
|
|
2 |
Reason for the notification |
||
|
a) |
Position/status |
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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
49,201 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
William 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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
35,574 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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/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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
24,868 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
12,648 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
11,117 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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 Director & Company Secretary/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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
13,236 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
|
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 |
Grant of a deferred share award (FY26 DSA) pursuant to the rules of the AJ Bell plc Executive Incentive Plan |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£0.000125 |
7,834 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
15 December 2025 |
|
|
g) |
Place of the transaction |
Outside a trading venue |
|
Name of officer of issuer responsible for making notification: Kina Sinclair (Company Secretary)
Date of notification: 17 December 2025