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AON PLC 8.3

19th Apr 2021 11:24

RNS Number : 8970V
J.P. Morgan Securities LLC
19 April 2021
 

 Ap19

 

 

FORM 8.3

 

IRISH TAKEOVER PANEL

 

DISCLOSURE UNDER RULE 8.3 OF THE IRISH TAKEOVER PANEL ACT, 1997, TAKEOVER RULES, 2013

 

DEALINGS BY PERSONS WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE

 

1. KEY INFORMATION

 

Name of person dealing (Note 1)

J.P. Morgan Securities LLC

Company dealt in

AON plc

Class of relevant security to which the dealings being disclosed relate (Note 2)

US$0.01 ordinary shares

Date of dealing

 16 April 2021

 

2. INTERESTS AND SHORT POSITIONS

 

(a) Interests and short positions (following dealing) in the class of relevant security dealt in (Note 3)

 

Long

Short

 

Number

 

(%)

Number

 

(%)

(1) Relevant securities

6,430,742 2.84

2,119,623 0.94

(2) Derivatives (other than options)

1,862,207 0.82

38,271 0.02

(3) Options and agreements to purchase/sell

 

303,100 0.13

Total

8,292,949 3.66

2,460,994 1.09

       

 

 

Ap20

 

 

1. DEALINGS (Note 4)

 

(a) Purchases and sales

 

 

Purchase/sale

 

Number of relevant securities

 

Price per unit (USD)

 

 (Note 5)

Purchase(New Borrow)

 

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

Purchases

 

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

Sales

47,000

 

1

 100

 5

 100

 67

 240

 292

 17

 2,573

 874

 108

 800

 100

 613

 500

 68

 92

 200

 400

 279

 96

 300

 100

 100

 700

 5,962

 8

 5

 38

 7

 2

 5

 15

 11

 4

 52

 2

 98

 14

 64

 113

 254

 22

 26

 9

 24

 200

 26

 28

 54

 145

 370

 27

 4

 4

 11

 24

 8

 38

 35

 400

 100

 100

 44

 7

 11

 21

 5

 35

 2

 4

 10

 

 1

 5

 3

 1

 5

 292

 200

 2,573

 68

 310

 100

 7,624

 36

 22

 5

 8

 38

 7

 6

 13

 58

 200

 100

 29

 300

 100

 350

 1,745

 22

 378

 629

N/A

 

238.5100 USD

238.5200 USD

236.5000 USD

238.3400 USD

238.3500 USD

238.0447 USD

238.1803 USD

238.1400 USD

238.7659 USD

238.8800 USD

238.8700 USD

238.8088 USD

238.3800 USD

239.5735 USD

238.7940 USD

238.7289 USD

238.7536 USD

239.0900 USD

238.7900 USD

239.7331 USD

239.1000 USD

238.8600 USD

238.6100 USD

238.9050 USD

239.2338 USD

239.1200 USD

238.5925 USD

236.8050 USD

239.4300 USD

238.8043 USD

239.1600 USD

239.3700 USD

239.0893 USD

238.7200 USD

238.3900 USD

238.9038 USD

239.5200 USD

239.6662 USD

238.9829 USD

238.9566 USD

239.4374 USD

239.2975 USD

239.3873 USD

239.0935 USD

239.1656 USD

238.3600 USD

238.3700 USD

238.8400 USD

238.7586 USD

239.7631 USD

239.6420 USD

239.3209 USD

239.4500 USD

239.4800 USD

238.8200 USD

239.8218 USD

239.3225 USD

238.5900 USD

239.5000 USD

239.1300 USD

239.0375 USD

238.9100 USD

238.5700 USD

239.2452 USD

238.7943 USD

239.5100 USD

238.9419 USD

239.3720 USD

239.4371 USD

239.7600 USD

239.1950 USD

239.2160 USD

238.4700 USD

236.5000 USD

238.0300 USD

238.2300 USD

237.9700 USD

238.1803 USD

238.1400 USD

238.7659 USD

239.0744 USD

239.1719 USD

238.6100 USD

239.1200 USD

237.6056 USD

238.4377 USD

238.1160 USD

238.5925 USD

239.4300 USD

238.8043 USD

236.2067 USD

238.3600 USD

239.0600 USD

239.5900 USD

239.5500 USD

239.0803 USD

239.5600 USD

236.8200 USD

238.9963 USD

238.7499 USD

237.4750 USD

238.3582 USD

239.1741 USD

 

 

 

 

 

 

 

 

(b) Derivatives transactions (other than options transactions)

 

Product name,

e.g. CFD

Nature of transaction

(Note 6)

Number of relevant securities

(Note 7)

Price per unit

(USD)

(Note 5)

Equity Swap

Increase Long

 

Increase Short

 

2,573

 

 8

 292

238.7659 USD

 

238.5925 USD

238.1803 USD

 

 

 

 

 

(c) Options transactions in respect of existing relevant securities

 

 

(i) Writing, selling, purchasing or varying

 

Product name,

e.g. call option

Writing, selling, purchasing, varying etc.

Number of securities to which the option relates (Note 7)

Exercise price (USD)

Type, e.g. American, European etc.

Expiry date

Option money paid/received per unit (Note 5)

 

 

 

 

 

 

 

 

(ii) Exercising

 

Product name,

e.g. call option

Number of securities

Exercise price per unit (Note 5)

 

 

 

 

 

(d) Other dealings (including transactions in respect of new securities) (Note 4)

 

Nature of transaction

(Note 8)

Details

Price per unit

(if applicable) (Note 5)

 

 

 

 

Ap21

 

2. OTHER INFORMATION

 

Agreements, arrangements or understandings relating to options or derivatives

 

 

 

 

Full details of any agreement, arrangement or understanding between the person disclosing and any other person relating to the voting rights of any relevant securities under any option referred to on this form or relating to the voting rights or future acquisition or disposal of any 

relevant securities to which any derivative referred to on this form is referenced. 

If none, this should be stated.

 

None

 

 

 

 

 

 

Is a Supplemental Form 8 attached? (Note 9)  Yes

 

Date of disclosure

19 April 2021

Contact name

Alwyn Basch

Telephone number

0207 742 7407

If a connected EFM, name of offeree/offeror with which connected

N/A

If a connected EFM, state nature of connection (Note 10)

N/A

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

SUPPLEMENTAL FORM 8

 

IRISH TAKEOVER PANEL

 

DISCLOSURE UNDER RULE 8.1 AND RULE 8.3 OF THE IRISH TAKEOVER PANEL ACT, 1997, TAKEOVER RULES, 2013

 

 

 

 

DETAILS OF OPEN POSITIONS

 

(This form should be attached to Form 8.1(a) & (b)(i), Form 8.1(b)(ii) or Form 8.3, as appropriate)

 

OPEN POSITIONS (Note 1)

 

 

 

Product name,

e.g. call option

Written, or purchased

Number of relevant securities to which the option or derivative relates

Exercise price (Note 2) (USD)

Type, e.g. American, European etc.

Expiry date

Call Option

Call Option

Call Option

Call Option

Call Option

Written

Written

Written

Written

Written

 

 

 

46,200

 71,700

 77,400

 104,700

3,100

270.00

270.00

270.00

270.00

270.00

American

American

American

American

American

17/12/2021

17/12/2021

17/12/2021

17/12/2021

17/12/2021

 

 

Notes

 

1. Where there are open option positions or open derivative positions (except for CFDs), full details should be given. Full 

details of any existing agreements to purchase or to sell must also be given on this form.

 

2. For all prices and other monetary amounts, the currency must be stated.

 

For full details of disclosure requirements, see Rule 8 of the Rules. If in doubt, consult the Panel.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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END
 
 
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