Director/PDMR Shareholding

AJ Bell

15/09/2025 09:02

RNS Number : 3217Z

AJ Bell PLC

15 September 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

 

AJ Bell announces that on 12 September 2025, it was notified of the following transactions (Transactions) which took place on 11 September 2025:

 

(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 £5.138899 per Ordinary Share.

(1)
(2)
PDMR
Number of Ordinary Shares acquired
Mo Tagari
29
Liz Carrington
29
Billy Mackay
29
Karen Goodman
29
Kina Sinclair
29
Charlie Musson
29
Ryan Hughes
29

 

(2)  that Nick Carrington, who is a person closely associated (PCA) with Liz Carrington, a PDMR, purchased 29 Ordinary Shares (Ordinary Shares) under the BAYE at a price of £5.138899 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
Mo Tagari
137,616
0.034
Liz Carrington
508,338
0.125
Billy Mackay
1,326,881
0.327
Karen Goodman
1,524
0.000
Kina Sinclair
11,791
0.003
Charlie Musson
359,034
0.089
Ryan Hughes
126,774
0.031

 

The notifications below, made in accordance with the requirements of the UK Market Abuse Regulation, provide further details.

 

ENQUIRIES

 

AJ Bell                             

 

Kina Sinclair, Group Legal Director & Company Secretary
0345 40 89 100

 

 

 

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
Purchase of shares under BAYE
c)
Currency
GBP
d)
Price(s) and volume(s)
Price(s)
Volume(s)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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 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
Purchase of shares under BAYE
c)
Currency
GBP
d)
Price(s) and volume(s)
Price(s)
Volume(s)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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
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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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/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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
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)
5.138899
29
e)
Aggregated information
- Aggregated volume
- Price
- Aggregated total
N/A single transaction
f)
Date of the transaction
11 September 2025
g)
Place of the transaction
London Stock Exchange

 

Name of officer of issuer responsible for making notification: Kina Sinclair (Company Secretary)

Date of notification: 15 September 2025   

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