REG - AJ Bell PLC - Director/PDMR Shareholding
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RNS Number : 9776L AJ Bell PLC 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 2025
g) Place of the transaction London Stock Exchange
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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 2025
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 & 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 2025
g) Place of the transaction London Stock Exchange
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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 2025
g) Place of the transaction London Stock Exchange
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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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 Ordinary shares of £0.000125 each
Identification code
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 N/A single transaction
- Price
- Aggregated total
f) Date of the transaction 15 December 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: 17 December 2025
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