Director/PDMR Shareholding

Quilter

31/03/2026 13:30

RNS Number : 8883Y

Quilter PLC

31 March 2026

 

31 March 2026

 

Quilter plc

(the "Company")

 

Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")

 

The Company announces the following transactions by Directors and PDMRs on 27 and 30 March 2026 in the Company's ordinary shares of 8 1/6 pence each ("Shares") which include:

1)   awards over Shares granted under the Quilter Share Reward Plan ("Quilter SRP"), including one-off awards under the SRP to compensate Margaret Ammon and Jo Harris for unvested deferred awards forfeited by them on leaving their former employers ("Recruitment Awards");

2)   the vesting and sale of Shares that had been granted pursuant to the 2023 and 2024 Deferred Bonus awards made under the Quilter SRP;

3)   sales of Shares; and

4)   an acquisition of Shares.

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Margaret Ammon
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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Conditional award over 47,948 Shares under the Quilter SRP (2025 Deferred Bonus award)
(2) Conditional award over 458,387 Shares under the Quilter SRP (2025 Recruitment Award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) Nil
(1) 47,948
(2) 458,387
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
f)
Place of the transaction
(1) Outsidea trading venue
(2) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Marcus Brookes
2
Reason for the notification
a)
Position/status
Chief Investment Officer and Managing Director, Quilter Investors - PDMR
b)
Initial notification/Amendment
Initial notification
3
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a)
Name
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 52,496 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 24,760 Shares vested under (1) above to settle tax liability and dealing costs
(3) Vesting of 38,826 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 18,313 Shares vested under (3) above to settle tax liability and dealing costs
(5) Conditional award over 119,870 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(1) 52,496
(2) 24,760
(3) 38,826
(4) 18,313
(5) 119,870
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) LondonStock Exchange, Main Market (XLON)
(5) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Penny Cole
2
Reason for the notification
a)
Position/status
Chief People 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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 35,227 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 16,615 Shares vested under (1) above to settle tax liability and dealing costs
(3) Vesting of 24,408 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 11,513 Shares vested under (3) above to settle tax liability and dealing costs
(5) Conditional awardover 84,778 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(1) 35,227
(2) 16,615
(3) 24,408
(4) 11,513
(5) 84,778
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) London Stock Exchange, Main Market (XLON)
(5) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Stephen Gazard
2
Reason for the notification
a)
Position/status
Chief Distribution 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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 55,259 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 55,259 Shares vested under (1) above
(3) Vesting of 43,339 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 43,339 Shares vested under (3) above
(5) Conditional award over 158,553Shares under the Quilter SRP (2025 Deferred Bonus award)
(6) Sale of 92,743 Shares
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(6) £1.701000
(1) 55,259
(2) 55,259
(3) 43,339
(4) 43,339
(5) 158,553
(6) 92,743
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
(6) Sale price: £1.701000
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
(6) 2026-03-30
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) London Stock Exchange, Main Market (XLON)
(5) Outside a trading venue
(6) London Stock Exchange, Main Market (XLON)

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
John Goddard
2
Reason for the notification
a)
Position/status
Chief Executive Officer, High Net Worth - PDMR
b)
Initial notification/Amendment
Initial notification
3
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a)
Name
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
Conditional award over 49,454 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
Nil
49,454
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
e)
Date of the transaction
2026-03-27
f)
Place of the transaction
Outsidea trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Jo Harris
2
Reason for the notification
a)
Position/status
Chief Customer 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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
Conditional award over 305,693 Shares under the Quilter SRP (2025 Recruitment Award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
Nil
305,693
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
e)
Date of the transaction
2026-03-27
f)
Place of the transaction
Outsidea trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Sarah Houlston
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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 30,937 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(2) Sale of 22,765 Shares vested under (1) above
(3) Conditional award over 108,289 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(1) 30,937
(2) 22,765
(3) 108,289
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale Price: £1.719521
(3) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON
(3) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Steven Levin
2
Reason for the notification
a)
Position/status
Chief Executive Officer - Director and PDMR
b)
Initial notification/Amendment
Initial notification
3
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a)
Name
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 128,652 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 60,680 Shares vested under (1) above to settle tax liability and dealing costs
(3) Vesting of 99,802 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 47,072 Shares vested under (3) above to settle tax liability and dealing costs
(5) Conditionalaward over 298,518 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(1) 128,652
(2) 60,680
(3) 99,802
(4) 47,072
(5) 298,518
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
f)
Place of the transaction
(1) Outsidea trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) London Stock Exchange, Main Market (XLON)
(5) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Ruth Markland
2
Reason for the notification
a)
Position/status
Chair, Quilter plc - Director and PDMR
b)
Initial notification/Amendment
Initial notification
3
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a)
Name
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
Purchase of Shares
c)
Price(s) and volume(s)
Price(s)
Volume(s)
£1.701000
25,000
d)
Aggregated information
- Aggregated volume
- Price
Purchase price: £1.701000
e)
Date of the transaction
2026-03-30
f)
Place of the transaction
London Stock Exchange, Main Market (XLON)

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Mark Satchel
2
Reason for the notification
a)
Position/status
Chief Financial Officer - Director and PDMR
b)
Initial notification/Amendment
Initial notification
3
Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a)
Name
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 102,750 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 48,463 Shares vested under (1) above to settle tax liability and dealing costs
(3) Vesting of 76,796 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 36,221 Shares vested under (3) above to settle tax liability and dealing costs
(5) Conditionalaward over 230,765 Shares under the Quilter SRP (2025 Deferred Bonus award)
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(1) 102,750
(2) 48,463
(3) 76,796
(4) 36,221
(5) 230,765
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) London Stock Exchange, Main Market (XLON)
(5) Outside a trading venue

 

 

1
Details of the person discharging managerial responsibilities/person closely associated
a)
Name
Hanlie van Staden
2
Reason for the notification
a)
Position/status
Chief Strategy and Transformation 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
Quilter plc
b)
LEI
54930092XIVK28RZGM95
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 with a nominal value of 8 1/6 pence each ("Shares")
GB00BNHSJN34
b)
Nature of the transaction
(1) Vesting of 25,556 Shares pursuant to the 2023 Deferred Bonus award under the Quilter SRP
(2) Sale of 25,556 Shares vested under (1) above
(3) Vesting of 27,869 Shares pursuant to the 2024 Deferred Bonus award under the Quilter SRP
(4) Sale of 27,869 Shares vested under (3) above
(5) Conditionalaward over 88,021 Shares under the Quilter SRP (2025 Deferred Bonus award)
(6) Sale of 132,171 Shares
c)
Price(s) and volume(s)
Price(s)
Volume(s)
(1) Nil
(2) £1.719521
(3) Nil
(4) £1.719521
(5) Nil
(6) £1.696830
(1) 25,556
(2) 25,556
(3) 27,869
(4) 27,869
(5) 88,021
(6) 132,171
d)
Aggregated information
- Aggregated volume
- Price
(1) Consideration price: Nil
(2) Sale price: £1.719521
(3) Consideration price: Nil
(4) Sale price: £1.719521
(5) Consideration price: Nil
(6) Sale price: £1.696830
e)
Date of the transaction
(1) 2026-03-27
(2) 2026-03-27
(3) 2026-03-27
(4) 2026-03-27
(5) 2026-03-27
(6) 2026-03-30
f)
Place of the transaction
(1) Outside a trading venue
(2) London Stock Exchange, Main Market (XLON)
(3) Outside a trading venue
(4) LondonStock Exchange, Main Market (XLON)
(5) Outside a trading venue
(6) LondonStock Exchange, Main Market (XLON)

 

Enquiries:

Clare Barrett

Company Secretary

+44 (0)207 002 7072

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.

RNS may use your IP address to confirm compliance with the terms and conditions, to analyse how you engage with the information contained in this communication, and to share such analysis on an anonymised basis with others as part of our commercial services. For further information about how RNS and the London Stock Exchange use the personal data you provide us, please see our Privacy Policy.

 
  END

 

 
DSHGZGFFZMGGVZM