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REG-BARCLAYS PLC Form 8.3 - SHIRE PLC

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Form 8.3 - SHIRE PLC

FORM 8.3

PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY

A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE

Rule 8.3 of the Takeover Code (the “Code”)

1. KEY INFORMATION

(a)   Full name of discloser:   Barclays PLC.
     
(b) Owner or controller of interest and short
  positions disclosed, if different from 1(a):  
(c) Name of offeror/offeree in relation to whose SHIRE PLC
  relevant securities this form relates:  
(d) If an exempt fund manager connected with an
offeror/offeree, state this and specify identity of
  offeror/offeree:  
(e) Date position held/dealing undertaken: 24 August 2018
(f) In addition to the company in 1(c) above, is the discloser making YES:
  disclosures in respect of any other party to the offer? TAKEDA PHARMACEUTICAL CO LTD

2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE

If there are positions or rights to subscribe to disclose in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 2(a) or (b) (as appropriate) for each additional class of relevant security.

(a) Interests and short positions in the relevant securities of the offeror or offeree to which the disclosure relates following the dealing (if any)

Class of relevant security:       5p ordinary
Interests   Short Positions
    Number   (%) Number   (%)
(1) Relevant securities owned
and/or controlled: 5,596,481 0.61% 3,497,907 0.38%
           
(2) Cash-settled derivatives:
228,307 0.02% 3,591,006 0.39%
           
(3) Stock-settled derivatives (including options)
and agreements to purchase/sell: 185,400 0.02% 254,500 0.03%
           
(4)
TOTAL: 6,010,188 0.66% 7,343,413 0.80%

All interests and all short positions should be disclosed.

Details of any open stock-settled derivative positions (including traded options), or agreements to purchase or sell relevant securities, should be given on a Supplemental Form 8 (Open Positions).

(b) Rights to subscribe for new securities (including directors’ and other employee options)

Class of relevant security in relation to which subscription right exists:  
Details, including nature of the rights concerned and relevant percentages:  

3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE

Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as appropriate) for each additional class of relevant security dealt in.

The currency of all prices and other monetary amounts should be stated.

(a) Purchases and sales

Class of relevant   Purchase/sale   Number of   Price per unit
security   securities  
5p ordinary Purchase 31 45.2975 GBP
5p ordinary Purchase 61 45.1875 GBP
5p ordinary Purchase 73 45.0525 GBP
5p ordinary Purchase 73 45.1925 GBP
5p ordinary Purchase 73 45.1550 GBP
5p ordinary Purchase 73 45.1625 GBP
5p ordinary Purchase 87 45.3566 GBP
5p ordinary Purchase 194 45.1900 GBP
5p ordinary Purchase 211 45.2039 GBP
5p ordinary Purchase 438 45.1725 GBP
5p ordinary Purchase 467 45.2000 GBP
5p ordinary Purchase 618 45.1774 GBP
5p ordinary Purchase 992 45.1300 GBP
5p ordinary Purchase 1,334 45.2012 GBP
5p ordinary Purchase 1,345 45.2852 GBP
5p ordinary Purchase 1,397 45.2015 GBP
5p ordinary Purchase 1,452 45.3360 GBP
5p ordinary Purchase 1,578 45.1783 GBP
5p ordinary Purchase 1,625 45.2781 GBP
5p ordinary Purchase 2,089 45.2468 GBP
5p ordinary Purchase 2,552 45.2228 GBP
5p ordinary Purchase 4,323 45.1443 GBP
5p ordinary Purchase 7,345 45.1951 GBP
5p ordinary Purchase 8,620 45.2479 GBP
5p ordinary Purchase 13,587 45.1284 GBP
5p ordinary Purchase 55,581 45.1602 GBP
5p ordinary Purchase 68,630 45.1643 GBP
5p ordinary Sale 57 45.0200 GBP
5p ordinary Sale 61 45.1875 GBP
5p ordinary Sale 73 45.0525 GBP
5p ordinary Sale 73 45.1625 GBP
5p ordinary Sale 73 45.1550 GBP
5p ordinary Sale 86 45.2000 GBP
5p ordinary Sale 211 45.2039 GBP
5p ordinary Sale 279 45.2018 GBP
5p ordinary Sale 325 45.0997 GBP
5p ordinary Sale 446 45.1367 GBP
5p ordinary Sale 452 45.2322 GBP
5p ordinary Sale 470 45.2281 GBP
5p ordinary Sale 990 45.1935 GBP
5p ordinary Sale 1,030 45.2229 GBP
5p ordinary Sale 1,066 45.1350 GBP
5p ordinary Sale 1,334 45.2012 GBP
5p ordinary Sale 2,434 45.1595 GBP
5p ordinary Sale 2,485 45.1300 GBP
5p ordinary Sale 2,584 45.2467 GBP
5p ordinary Sale 5,202 45.1581 GBP
5p ordinary Sale 7,378 45.2730 GBP
5p ordinary Sale 8,596 45.2289 GBP
5p ordinary Sale 9,000 45.2117 GBP
5p ordinary Sale 19,475 45.2654 GBP
5p ordinary Sale 23,446 45.2060 GBP
5p ordinary Sale 23,728 45.2448 GBP
5p ordinary Sale 38,528 45.1504 GBP
ADR Purchase 39 174.2000 USD
ADR Purchase 40 173.9600 USD
ADR Purchase 42 174.2899 USD
ADR Purchase 100 174.1600 USD
ADR Purchase 100 173.9350 USD
ADR Purchase 120 174.2100 USD
ADR Purchase 181 173.9000 USD
ADR Purchase 400 174.1325 USD
ADR Purchase 600 173.8067 USD
ADR Purchase 800 174.1612 USD
ADR Purchase 916 174.1855 USD
ADR Purchase 1,837 174.1400 USD
ADR Purchase 2,802 174.0963 USD
ADR Purchase 3,400 173.9858 USD
ADR Purchase 3,600 173.9792 USD
ADR Purchase 3,671 174.1415 USD
ADR Purchase 8,200 174.2638 USD
ADR Purchase 14,500 174.1750 USD
ADR Purchase 30,781 174.0265 USD
ADR Sale 39 174.2000 USD
ADR Sale 40 173.9600 USD
ADR Sale 42 174.2899 USD
ADR Sale 99 173.7900 USD
ADR Sale 100 173.8500 USD
ADR Sale 100 174.5000 USD
ADR Sale 100 173.6700 USD
ADR Sale 120 174.2100 USD
ADR Sale 181 173.9000 USD
ADR Sale 300 173.6500 USD
ADR Sale 401 173.8000 USD
ADR Sale 500 174.1600 USD
ADR Sale 600 174.1837 USD
ADR Sale 700 173.8560 USD
ADR Sale 1,000 173.9235 USD
ADR Sale 1,100 174.0390 USD
ADR Sale 1,837 174.1400 USD
ADR Sale 2,032 174.0097 USD
ADR Sale 2,600 174.0006 USD
ADR Sale 2,800 174.0164 USD
ADR Sale 6,300 174.0594 USD
ADR Sale 7,689 174.1252 USD
ADR Sale 11,906 174.0133 USD
ADR Sale 14,343 174.0389 USD
ADR Sale 16,341 174.2638 USD

(b) Cash-settled derivative transactions

Class of   Product   Nature of dealing   Number of   Price per
relevant description reference unit
security     securities  
5p ordinary CFD Long 150 45.1959 GBP
5p ordinary SWAP Long 325 45.0997 GBP
5p ordinary SWAP Long 360 45.1258 GBP
5p ordinary SWAP Long 1,162 45.1255 GBP
5p ordinary CFD Long 2,434 45.1595 GBP
5p ordinary SWAP Long 7,122 45.1616 GBP
5p ordinary CFD Long 19,475 45.2654 GBP
5p ordinary SWAP Long 22,988 45.2327 GBP
5p ordinary SWAP Long 31,865 45.1484 GBP
5p ordinary SWAP Short 204 45.1698 GBP
5p ordinary SWAP Short 1,177 45.1571 GBP
5p ordinary SWAP Short 1,236 45.2732 GBP
5p ordinary CFD Short 1,345 45.1759 GBP
5p ordinary CFD Short 1,452 45.3360 GBP
5p ordinary CFD Short 2,145 45.1426 GBP
5p ordinary CFD Short 2,178 45.1460 GBP
5p ordinary SWAP Short 6,451 45.0621 GBP
5p ordinary SWAP Short 18,158 45.1300 GBP
5p ordinary SWAP Short 18,836 45.1257 GBP
5p ordinary CFD Short 55,581 45.1602 GBP

(c) Stock-settled derivative transactions (including options)

(i) Writing, selling, purchasing or varying

Class   Product   Writing,   Number   Exercise   Type   Expiry   Option
of description purchasing, of price date money
relevant selling, securities per unit paid/
security varying etc to which received
option per unit
      relates        
ADR Call Options Purchasing 1,000 180 USD American 19 Oct 2018 2.2000 USD
ADR Put Options Purchasing 3,600 170 USD American 19 Oct 2018 2.8736 USD

(ii) Exercise

Class of relevant security   Product description

e.g. call option

  Exercising/ exercised against   Number of securities   Exercise price per unit

(d) Other dealings (including subscribing for new securities)

Class of relevant security   Nature of dealing

e.g. subscription, conversion

  Details   Price per unit (if applicable)

4. OTHER INFORMATION

(a) Indemnity and other dealing arrangements

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the person making the disclosure and any party to the offer or any person acting in concert with a party to the offer:

Irrevocable commitments and letters of intent should not be included. If there are no such agreements, arrangements or understandings, state “none”

None

(b) Agreements, arrangements or understandings relating to options or derivatives

Details of any agreement, arrangement or understanding, formal or informal, between the person making the disclosure and any other person relating to:

(i) the voting rights of any relevant securities under any option; or

(ii) the voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced:

If there are no such agreements, arrangements or understandings, state “none”

None

(c) Attachments

Is a Supplemental Form 8 (Open Positions) attached?   YES
Date of disclosure: 28 Aug 2018
Contact name: Large Holdings Regulatory Operations
Telephone number: 020 3134 7213

Public disclosures under Rule 8 of the Code must be made to a Regulatory Information Service.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

SUPPLEMENTAL FORM 8 (OPEN POSITIONS)

DETAILS OF OPEN STOCK-SETTLED DERIVATIVE (INCLUDING OPTION) POSITIONS, AGREEMENTS TO PURCHASE OR SELL ETC.

Note 5(i) on Rule 8 of the Takeover Code (the “Code”)

1. KEY INFORMATION

Identity of the person whose positions/dealings   Barclays PLC.
are being disclosed:  
Name of offeror/offeree in relation to whose SHIRE
relevant securities this from relates:  

2. STOCK-SETTLED DERIVATIVES (INCLUDING OPTIONS)

Class   Product   Writing,   Number   Exercise   Type   Expiry
of description purchasing, of price date
relevant selling, securities per unit
security varying etc to which
option
      relates      
5p ordinary Call Options Written -125,000 3600.0000 American 21 Dec 2018
5p ordinary Put Options Written 125,000 3600.0000 American 21 Dec 2018
ADR Call Options Purchased 100 140.0000 American 18 Jan 2019
ADR Call Options Purchased 100 110.0000 American 17 Jan 2020
ADR Call Options Purchased 100 173.0000 American 24 Aug 2018
ADR Call Options Purchased 100 105.0000 American 18 Jan 2019
ADR Call Options Purchased 100 220.0000 American 18 Jan 2019
ADR Call Options Purchased 200 155.0000 American 17 Jan 2020
ADR Call Options Purchased 200 135.0000 American 17 Jan 2020
ADR Call Options Purchased 200 130.0000 American 17 Jan 2020
ADR Call Options Purchased 200 160.0000 American 17 Jan 2020
ADR Call Options Purchased 200 210.0000 American 18 Jan 2019
ADR Call Options Purchased 200 120.0000 American 17 Jan 2020
ADR Call Options Purchased 300 115.0000 American 18 Jan 2019
ADR Call Options Purchased 300 175.0000 American 18 Jan 2019
ADR Call Options Purchased 400 230.0000 American 18 Jan 2019
ADR Call Options Purchased 500 165.0000 American 18 Jan 2019
ADR Call Options Purchased 500 150.0000 American 18 Jan 2019
ADR Call Options Purchased 500 195.0000 American 18 Jan 2019
ADR Call Options Purchased 500 125.0000 American 18 Jan 2019
ADR Call Options Purchased 500 130.0000 American 19 Oct 2018
ADR Call Options Purchased 1,000 135.0000 American 18 Jan 2019
ADR Call Options Purchased 1,000 180.0000 American 17 Jan 2020
ADR Call Options Purchased 1,000 170.0000 American 17 Jan 2020
ADR Call Options Purchased 1,200 170.0000 American 18 Jan 2019
ADR Call Options Purchased 1,300 165.0000 American 19 Oct 2018
ADR Call Options Purchased 1,600 170.0000 American 19 Oct 2018
ADR Call Options Purchased 1,700 195.0000 American 17 Jan 2020
ADR Call Options Purchased 2,000 150.0000 American 17 Jan 2020
ADR Call Options Purchased 2,300 185.0000 American 18 Jan 2019
ADR Call Options Purchased 3,100 155.0000 American 18 Jan 2019
ADR Call Options Purchased 3,600 185.0000 American 19 Oct 2018
ADR Call Options Purchased 4,500 200.0000 American 18 Jan 2019
ADR Call Options Purchased 5,000 195.0000 American 19 Oct 2018
ADR Call Options Written -10,000 180.0000 American 18 Jan 2019
ADR Call Options Written -4,000 180.0000 American 19 Oct 2018
ADR Call Options Written -2,700 145.0000 American 18 Jan 2019
ADR Call Options Written -1,100 210.0000 American 19 Oct 2018
ADR Call Options Written -1,000 85.0000 American 18 Jan 2019
ADR Call Options Written -900 175.0000 American 19 Oct 2018
ADR Call Options Written -800 160.0000 American 19 Oct 2018
ADR Call Options Written -500 160.0000 American 18 Apr 2019
ADR Call Options Written -300 175.0000 American 7 Sep 2018
ADR Call Options Written -100 145.0000 American 19 Oct 2018
ADR Call Options Written -100 140.0000 American 17 Jan 2020
ADR Call Options Written -100 130.0000 American 18 Jan 2019
ADR Put Options Purchased -44,000 145.0000 American 19 Oct 2018
ADR Put Options Purchased -8,900 135.0000 American 18 Jan 2019
ADR Put Options Purchased -8,600 170.0000 American 19 Oct 2018
ADR Put Options Purchased -6,600 165.0000 American 19 Oct 2018
ADR Put Options Purchased -5,800 180.0000 American 18 Jan 2019
ADR Put Options Purchased -4,600 155.0000 American 18 Jan 2019
ADR Put Options Purchased -3,700 145.0000 American 17 Jan 2020
ADR Put Options Purchased -2,700 80.0000 American 18 Jan 2019
ADR Put Options Purchased -2,500 120.0000 American 17 Jan 2020
ADR Put Options Purchased -2,300 85.0000 American 18 Jan 2019
ADR Put Options Purchased -2,100 160.0000 American 18 Jan 2019
ADR Put Options Purchased -2,000 175.0000 American 19 Oct 2018
ADR Put Options Purchased -1,800 115.0000 American 18 Jan 2019
ADR Put Options Purchased -1,500 165.0000 American 18 Jan 2019
ADR Put Options Purchased -1,200 135.0000 American 17 Jan 2020
ADR Put Options Purchased -1,100 150.0000 American 19 Oct 2018
ADR Put Options Purchased -1,000 105.0000 American 18 Jan 2019
ADR Put Options Purchased -1,000 80.0000 American 17 Jan 2020
ADR Put Options Purchased -1,000 140.0000 American 18 Jan 2019
ADR Put Options Purchased -1,000 170.0000 American 17 Jan 2020
ADR Put Options Purchased -1,000 150.0000 American 18 Jan 2019
ADR Put Options Purchased -800 150.0000 American 17 Jan 2020
ADR Put Options Purchased -700 160.0000 American 17 Jan 2020
ADR Put Options Purchased -500 140.0000 American 17 Jan 2020
ADR Put Options Purchased -400 165.0000 American 17 Jan 2020
ADR Put Options Purchased -400 145.0000 American 18 Jan 2019
ADR Put Options Purchased -200 170.0000 American 18 Jan 2019
ADR Put Options Purchased -200 163.0000 American 24 Aug 2018
ADR Put Options Purchased -200 115.0000 American 19 Oct 2018
ADR Put Options Purchased -100 165.0000 American 24 Aug 2018
ADR Put Options Written 100 110.0000 American 17 Jan 2020
ADR Put Options Written 100 110.0000 American 18 Jan 2019
ADR Put Options Written 100 165.0000 American 14 Sep 2018
ADR Put Options Written 100 75.0000 American 19 Oct 2018
ADR Put Options Written 100 95.0000 American 18 Jan 2019
ADR Put Options Written 100 140.0000 American 19 Oct 2018
ADR Put Options Written 200 100.0000 American 18 Jan 2019
ADR Put Options Written 200 125.0000 American 19 Oct 2018
ADR Put Options Written 200 70.0000 American 19 Oct 2018
ADR Put Options Written 200 200.0000 American 17 Jan 2020
ADR Put Options Written 500 125.0000 American 18 Jan 2019
ADR Put Options Written 1,000 160.0000 American 21 Sep 2018
ADR Put Options Written 1,000 90.0000 American 18 Jan 2019
ADR Put Options Written 2,300 130.0000 American 18 Jan 2019
ADR Put Options Written 4,400 168.0000 American 24 Aug 2018
ADR Put Options Written 5,300 120.0000 American 18 Jan 2019
ADR Put Options Written 10,000 160.0000 American 19 Jul 2019

3. AGREEMENTS TO PURCHASE OR SELL ETC.

Full details should be given so that the nature of the interest or position can be fully understood:

It is not necessary to provide details on a Supplemental Form (Open Positions) with regard to cash-settled derivatives.

The currency of all prices and other monetary amounts should be stated.

The Panel’s Market Surveillance Unit is available for consultation in relation to the Code’s disclosure requirements on +44 (0)20 7638 0129.

The Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk.

BARCLAYS PLC

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