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AJ Bell plc announced on 22 May 2026 that its Chief Risk Officer Karen Goodman sold a total of 3,223 ordinary shares across two transactions on 21 May 2026, at prices of £6.1495 and £6.0542 per share. Additionally, Chief Technology & Customer Services Officer Mohamed Tagari and his closely associated person Amber Tagari each sold 8,229 ordinary shares at £6.0765 per share, also on 21 May 2026. All sales occurred on the London Stock Exchange.
| Date | 22 May 2026 |
| Time | 09:32:51 |
| Category | Director/PDMR dealings |
| ID | 4597F |
AJ Bell plc
("AJ Bell" or the "Company")
Director/PDMR Transactions - Initial Notification
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 |
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 |
Sale of Ordinary Shares via AJ Bell ISA
|
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£6.1495 |
1,688 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
21 May 2026 |
|
|
g) |
Place of the transaction |
London Stock Exchange |
|
|
a) |
Description of the financial instrument, type of instrument Identification code |
Ordinary shares of £0.000125 each
GB00BFZNLB60 |
|
|
b) |
Nature of the transaction |
Sale of Ordinary Shares via AJ Bell Dealing Account |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£6.0542 |
1,535 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
21 May 2026 |
|
|
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 Identification code |
Ordinary shares of £0.000125 each
GB00BFZNLB60 |
|
|
b) |
Nature of the transaction |
Sale of ordinary shares via AJ Bell ISA |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£6.0765 |
8,229 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
21 May 2026 |
|
|
g) |
Place of the transaction |
London Stock Exchange |
|
|
1 |
Details of the person discharging managerial responsibilities/person closely associated |
||
|
a) |
Name |
Amber Tagari |
|
|
2 |
Reason for the notification |
||
|
a) |
Position/status |
PCA with Mo Tagari, 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 |
Sale of ordinary shares via AJ Bell ISA |
|
|
c) |
Currency |
GBP |
|
|
d) |
Price(s) and volume(s) |
Price(s) |
Volume(s) |
|
£6.0765 |
8,229 |
||
|
e) |
Aggregated information - Aggregated volume - Price - Aggregated total |
N/A single transaction |
|
|
f) |
Date of the transaction |
21 May 2026 |
|
|
g) |
Place of the transaction |
London Stock Exchange |
|
Name of officer of issuer responsible for making notification: Kina Sinclair (General Counsel & Company Secretary)
Date of notification: 22 May 2026