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Director/PDMR Shareholding

28th Mar 2025 14:00

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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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 code

Ordinary shares with a nominal value of 8 1/6 pence each ("Shares")

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

- 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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