REG - Quilter PLC - Director/PDMR Shareholding
28/03/2025 14:15
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RNS Number : 7354C Quilter PLC 28 March 2025
28 March 2025
Quilter plc
(the "Company")
Notification of transactions by Directors and Persons Discharging Managerial
Responsibilities ("PDMRs")
The Company announces the following awards granted to Directors and PDMRs on
27 March 2025 over ordinary shares of 8 1/6 pence each in the Company
("Shares") under the Quilter Share Reward Plan ("Quilter SRP").
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 111,869 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 111,869
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 70,328 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 70,328
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
Outside a 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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 89,141 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 89,141
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 124,874 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 124,874
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 287,563 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 287,563
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
Outside a trading venue
1 Details of the person discharging managerial responsibilities/person closely
associated
a) Name Andrew McGlone
2 Reason for the notification
a) Position/status Chief Executive Officer at Quilter Cheviot and Quilter Cheviot Financial
Planning - 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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 120,076 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 120,076
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
Outside a trading venue
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 221,275 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 221,275
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 80,303 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 80,303
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
Outside a trading venue
1 Details of the person discharging managerial responsibilities/person closely
associated
a) Name Nicholas Sacre-Hardy
2 Reason for the notification
a) Position/status Interim 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 Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")
code
GB00BNHSJN34
b) Nature of the transaction Conditional award over 54,040 Shares under the Quilter SRP (2024 Deferred
Bonus award)
c) Price(s) and volume(s)
Price(s) Volume(s)
Nil 54,040
d) Aggregated information Consideration price: Nil
- Aggregated volume Market value: £1.584
- Price
e) Date of the transaction 2025-03-27
f) Place of the transaction Outside a trading venue
d)
Aggregated information
- Aggregated volume
- Price
Consideration price: Nil
Market value: £1.584
e)
Date of the transaction
2025-03-27
f)
Place of the transaction
Outside a trading venue
Enquiries:
Clare Barrett
Company Secretary
+ 44 (0)77 4138 4512
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