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Form 8.5 (EPT/RI)

20th May 2014 12:39

RNS Number : 5928H
Bank of America Merrill Lynch
20 May 2014
 



FORM 8.5 (EPT/RI)

 

PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITYRule 8.5 of the Takeover Code (the "Code")

 

1.

KEY INFORMATION

(a)

Name of exempt principal trader:

Bank of America Merrill Lynch

(b)

Name of offeror/offeree in relation to whoserelevant securities this form relates:Use a separate form for each offeror/offeree

AstraZeneca PLC

(c)

Name of the party to the offer with which exempt principal trader is connected:

Pfizer Inc

(d)

Date dealing undertaken:

19/05/2014

(e)

Has the EPT previously disclosed, or is it today disclosing, under the Code in respect of any other party to this offer?

Yes

 

2.

DEALINGS BY THE EXEMPT PRINCIPAL TRADER

(a)

Purchases and sales

Class of relevant security

Purchases/sales

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

Common - ISIN GB0009895292

Sale

2,360,585

490.1 SEK

456 SEK

Common - ISIN GB0009895292

Sale

3,101

51.226 EUR

48 EUR

Common - ISIN GB0009895292

Sale

4,558,234

41 GBP

43.72 GBP

 

Class of relevant security

Purchases/sales

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

Common - ISIN GB0009895292

Purchase

4,818,033

45.94 GBP

41.07 GBP

Common - ISIN GB0009895292

Purchase

2,375,596

490 SEK

456 SEK

 

Class of relevant security

Purchases/sales

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

ADR - ISIN US0463531089

Sale

1,433,833

71.9 USD

70.553 USD

ADR - ISIN US0463531089

Buy

1,442,860

71.62 USD

69.57 USD

 

(b)

Derivatives transactions (other than options)

Class of relevant security

Product descriptione.g. CFD

Nature of dealinge.g. opening/closing a long/short position, increasing/reducing a long/short position

Number of reference securities

Price per unit

Common - ISIN GB0009895292

Swaps

Long

588

42.875 GBP

Common - ISIN GB0009895292

Swaps

Short

313

42.868 GBP

Common - ISIN GB0009895292

Swaps

Short

3,072

42.288 GBP

Common - ISIN GB0009895292

Swaps

Short

1,714

42.63 GBP

Common - ISIN GB0009895292

Swaps

Long

116

42.987 GBP

Common - ISIN GB0009895292

Swaps

Short

116

41.6 GBP

Common - ISIN GB0009895292

Swaps

Short

138

42.773 GBP

Common - ISIN GB0009895292

Swaps

Short

1,000

42.812 GBP

Common - ISIN GB0009895292

Swaps

Short

1,000

42.789 GBP

Common - ISIN GB0009895292

Swaps

Short

2,200

42.857 GBP

Common - ISIN GB0009895292

Swaps

Short

125

43.418 GBP

Common - ISIN GB0009895292

Swaps

Short

91

43.418 GBP

Common - ISIN GB0009895292

Swaps

Long

101

51.226 EUR

Common - ISIN GB0009895292

Swaps

Long

14,989

42.049 GBP

Common - ISIN GB0009895292

Swaps

Short

1,820

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

1,415

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

1,650

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

2,655

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

87

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

230

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

332

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

923

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

154

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

166

42.881 GBP

Common - ISIN GB0009895292

Swaps

Short

94

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

251

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

1,005

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

166

42.878 GBP

Common - ISIN GB0009895292

Swaps

Short

365

42.878 GBP

Common - ISIN GB0009895292

Swaps

Long

222

463.962 SEK

Common - ISIN GB0009895292

Swaps

Long

4,778

463.962 SEK

Common - ISIN GB0009895292

Swaps

Long

382

472.929 SEK

Common - ISIN GB0009895292

Swaps

Long

322

461.9 SEK

Common - ISIN GB0009895292

Swaps

Short

1,900

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

20,000

41.557 GBP

Common - ISIN GB0009895292

Swaps

Short

20,000

41.677 GBP

Common - ISIN GB0009895292

Swaps

Long

10,000

42.017 GBP

Common - ISIN GB0009895292

Swaps

Long

10,000

42.756 GBP

Common - ISIN GB0009895292

Swaps

Long

20,000

43.13 GBP

Common - ISIN GB0009895292

Swaps

Short

1,087

472.845 SEK

Common - ISIN GB0009895292

Swaps

Short

2,983

472.157 SEK

Common - ISIN GB0009895292

Swaps

Short

2,542

472.845 SEK

Common - ISIN GB0009895292

Swaps

Short

2,225

478.148 SEK

Common - ISIN GB0009895292

Swaps

Short

716

478.508 SEK

Common - ISIN GB0009895292

Swaps

Long

2,835

41.509 GBP

Common - ISIN GB0009895292

Swaps

Long

3,686

41.509 GBP

Common - ISIN GB0009895292

Swaps

Long

7,165

41.509 GBP

Common - ISIN GB0009895292

Swaps

Long

9,314

41.509 GBP

Common - ISIN GB0009895292

Swaps

Short

10,000

42.227 GBP

Common - ISIN GB0009895292

Swaps

Short

25,000

42.573 GBP

Common - ISIN GB0009895292

Swaps

Long

15,000

42.896 GBP

Common - ISIN GB0009895292

Swaps

Short

10,000

42.208 GBP

Common - ISIN GB0009895292

Swaps

Short

15,000

42.538 GBP

Common - ISIN GB0009895292

Swaps

Short

35,000

42.538 GBP

Common - ISIN GB0009895292

Swaps

Long

10,000

42.896 GBP

Common - ISIN GB0009895292

Swaps

Long

25,000

42.896 GBP

Common - ISIN GB0009895292

Swaps

Short

100

476.671 SEK

Common - ISIN GB0009895292

Swaps

Short

236,931

42.672 GBP

Common - ISIN GB0009895292

Swaps

Long

102

42.689 GBP

Common - ISIN GB0009895292

Swaps

Long

236,931

42.689 GBP

Common - ISIN GB0009895292

Swaps

Short

70,500

42.031 GBP

Common - ISIN GB0009895292

Swaps

Short

4,500

42.031 GBP

Common - ISIN GB0009895292

Swaps

Short

600

41.743 GBP

Common - ISIN GB0009895292

Swaps

Short

1,039

41.743 GBP

Common - ISIN GB0009895292

Swaps

Short

3,361

41.743 GBP

Common - ISIN GB0009895292

Swaps

Long

1

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

2

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

1

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

4

42.715 GBP

Common - ISIN GB0009895292

Swaps

Short

740

42.162 GBP

Common - ISIN GB0009895292

Swaps

Long

1

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

1

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

13

42.715 GBP

Common - ISIN GB0009895292

Swaps

Long

700,000

42.396 GBP

Common - ISIN GB0009895292

Swaps

Short

331,889

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

100

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

100,000

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

107,103

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

264

42.894 GBP

Common - ISIN GB0009895292

Swaps

Long

183,708

43.091 GBP

Common - ISIN GB0009895292

Swaps

Long

148,181

43.11 GBP

Common - ISIN GB0009895292

Swaps

Long

100,000

43.02 GBP

Common - ISIN GB0009895292

Swaps

Short

1,875

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

2,900

42.414 GBP

Common - ISIN GB0009895292

Swaps

Short

700,000

42.414 GBP

Common - ISIN GB0009895292

Swaps

Long

18,531

43.091 GBP

Common - ISIN GB0009895292

Swaps

Long

975

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

975

42.075 GBP

Common - ISIN GB0009895292

Swaps

Short

1,960

42.075 GBP

Common - ISIN GB0009895292

Swaps

Long

871

42.582 GBP

Common - ISIN GB0009895292

Swaps

Long

1,525

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

15,000

42.086 GBP

Common - ISIN GB0009895292

Swaps

Long

15,000

42.831 GBP

Common - ISIN GB0009895292

Swaps

Long

78

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

78

42.075 GBP

Common - ISIN GB0009895292

Swaps

Short

156

42.075 GBP

Common - ISIN GB0009895292

Swaps

Long

70

42.582 GBP

Common - ISIN GB0009895292

Swaps

Long

121

42.582 GBP

Common - ISIN GB0009895292

Swaps

Long

2,308

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

2,308

42.075 GBP

Common - ISIN GB0009895292

Swaps

Short

4,638

42.075 GBP

Common - ISIN GB0009895292

Swaps

Long

2,062

42.582 GBP

Common - ISIN GB0009895292

Swaps

Long

3,606

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

2,380

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

3,280

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

3,720

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

5,560

41.3 GBP

Common - ISIN GB0009895292

Swaps

Short

2,060

41.3 GBP

Common - ISIN GB0009895292

Swaps

Long

7,838

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

7,838

42.075 GBP

Common - ISIN GB0009895292

Swaps

Short

15,746

42.075 GBP

Common - ISIN GB0009895292

Swaps

Long

6,997

42.582 GBP

Common - ISIN GB0009895292

Swaps

Long

12,248

42.582 GBP

Common - ISIN GB0009895292

Swaps

Short

18,098

42.73 GBP

Common - ISIN GB0009895292

Swaps

Long

977

48 GBP

Common - ISIN GB0009895292

Swaps

Long

1,187

48 GBP

Common - ISIN GB0009895292

Swaps

Long

836

48 GBP

Common - ISIN GB0009895292

Swaps

Long

1,589

41.156 GBP

Common - ISIN GB0009895292

Swaps

Long

2000

42.67 GBP

Common - ISIN GB0009895292

Swaps

Long

18640

42.36 GBP

Common - ISIN GB0009895292

Swaps

Long

18640

42.36 GBP

Common - ISIN GB0009895292

Swaps

Long

1360

42.36 GBP

Common - ISIN GB0009895292

Swaps

Long

1360

42.36 GBP

Common - ISIN GB0009895292

Swaps

Long

12500

41.96 GBP

Common - ISIN GB0009895292

Swaps

Long

12500

41.96 GBP

Common - ISIN GB0009895292

Swaps

Long

2000

41.62 GBP

Common - ISIN GB0009895292

Swaps

Long

18640

41.50 GBP

Common - ISIN GB0009895292

Swaps

Long

18640

41.019 GBP

Common - ISIN GB0009895292

Swaps

Long

1360

41.50 GBP

Common - ISIN GB0009895292

Swaps

Long

1360

41.019 GBP

Common - ISIN GB0009895292

Swaps

Long

12500

42.44 GBP

Common - ISIN GB0009895292

Swaps

Long

12500

42.44 GBP

 

(c)

Options transactions in respect of existing securities

(i)

Writing, selling, purchasing or varying

Class ofrelevant security

Product description e.g. call option

Writing, purchasing, selling, varying etc.

Number ofsecurities to which option relates

Exercise priceper unit

Typee.g. American, European etc.

Expiry date

Option money paid/ received per unit

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

 

(ii)

Exercising

Class of relevant security

Product descriptione.g. call option

Number of securities

Exercise Price per unit

N/A

N/A

N/A

N/A

 

(d)

Other dealings (including subscribing for new securities)

Class of relevant security

Nature of dealinge.g. subscription, conversion

Details

Price per unit (if applicable)

N/A

N/A

N/A

N/A

 

The currency of all prices and other monetary amounts should be stated.Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(b), copy table 2(a), (b), (c) or (d) (as appropriate) for each additional classof relevant security dealt in.

 

3.

OTHER INFORMATION

 

(a)

Indemnity and other dealing arrangements

 

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the exempt principal trader making the disclosure and any party to the offer or any person acting in concert with a party to the offer: If there are no such agreements, arrangements or understandings, state "none"

None

 

(b)

Agreements, arrangements or understandings relating to options or derivatives

 

Details of any agreement, arrangement or understanding, formal or informal, between the exempt principal trader making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) The voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state "none"

None

 

Date of disclosure:

20/05/2014

Contact name:

Stacy Otieno

Telephone number:

0207 995 1335

 

Public disclosures under Rule 8 of the Code must be made to a Regulatory InformationService and must also be emailed to the Takeover Panel at [email protected].The Panel's Market Surveillance Unit is available for consultation in relation to the Code'sdealing disclosure requirements on +44 (0)20 7638 0129.The Code can be viewed on the Panel's website at www.thetakeoverpanel.org.uk.

FORM 8.5 (EPT/RI)

 

PUBLIC DEALING DISCLOSURE BY AN EXEMPT PRINCIPAL TRADER WITH RECOGNISED INTERMEDIARY STATUS DEALING IN A CLIENT-SERVING CAPACITYRule 8.5 of the Takeover Code (the "Code")

 

1.

KEY INFORMATION

(a)

Name of exempt principal trader:

Bank of America Merrill Lynch

(b)

Name of offeror/offeree in relation to whoserelevant securities this form relates:Use a separate form for each offeror/offeree

Pfizer Inc

(c)

Name of the party to the offer with which exempt principal trader is connected:

Pfizer Inc

(d)

Date dealing undertaken:

19/05/2014

(e)

Has the EPT previously disclosed, or is it today disclosing, under the Code in respect of any other party to this offer?

Yes

 

2.

DEALINGS BY THE EXEMPT PRINCIPAL TRADER

(a)

Purchases and sales

Class of relevant security

Purchases/sales

Total number of securities

Highest price per unit paid/received

Lowest price per unit paid/received

Common - ISIN US7170811035

Purchase

448

26.35 CHF

26.3 CHF

Common - ISIN US7170811035

Purchase

230

195 SEK

194 SEK

Common - ISIN US7170811035

Purchase

19,500

29.553 USD

29.553 USD

Common - ISIN US7170811035

Sale

448

26.35 CHF

26.3 CHF

Common - ISIN US7170811035

Sale

230

195 SEK

194 SEK

Common - ISIN US7170811035

Sale

21,000

29.55 USD

28.747 USD

 

(b)

Derivatives transactions (other than options)

Class of relevant security

Product descriptione.g. CFD

Nature of dealinge.g. opening/closing a long/short position, increasing/reducing a long/short position

Number of reference securities

Price per unit

N/A

N/A

N/A

N/A

N/A

 

(c)

Options transactions in respect of existing securities

(i)

Writing, selling, purchasing or varying

Class ofrelevant security

Product description e.g. call option

Writing, purchasing, selling, varying etc.

Number ofsecurities to which option relates

Exercise priceper unit

Typee.g. American, European etc.

Expiry date

Option money paid/ received per unit

N/A

N/A

N/A

N/A

N/A

N/A

N/A

N/A

 

(ii)

Exercising

Class of relevant security

Product descriptione.g. call option

Number of securities

Exercise Price per unit

N/A

N/A

N/A

N/A

 

(d)

Other dealings (including subscribing for new securities)

Class of relevant security

Nature of dealinge.g. subscription, conversion

Details

Price per unit (if applicable)

N/A

N/A

N/A

N/A

 

The currency of all prices and other monetary amounts should be stated.Where there have been dealings in more than one class of relevant securities of the offeror or offeree named in 1(b), copy table 2(a), (b), (c) or (d) (as appropriate) for each additional classof relevant security dealt in.

 

3.

OTHER INFORMATION

 

(a)

Indemnity and other dealing arrangements

 

Details of any indemnity or option arrangement, or any agreement or understanding, formal or informal, relating to relevant securities which may be an inducement to deal or refrain from dealing entered into by the exempt principal trader making the disclosure and any party to the offer or any person acting in concert with a party to the offer: If there are no such agreements, arrangements or understandings, state "none"

None

 

(b)

Agreements, arrangements or understandings relating to options or derivatives

 

Details of any agreement, arrangement or understanding, formal or informal, between the exempt principal trader making the disclosure and any other person relating to: (i) the voting rights of any relevant securities under any option; or (ii) The voting rights or future acquisition or disposal of any relevant securities to which any derivative is referenced: If there are no such agreements, arrangements or understandings, state "none"

None

 

Date of disclosure:

20/05/2014

Contact name:

Stacy Otieno

Telephone number:

0207 995 1335

 

Public disclosures under Rule 8 of the Code must be made to a Regulatory InformationService and must also be emailed to the Takeover Panel at [email protected].The Panel's Market Surveillance Unit is available for consultation in relation to the Code'sdealing disclosure requirements on +44 (0)20 7638 0129.The Code can be viewed on the Panel's website at www.thetakeoverpanel.org.uk.

 

This information is provided by RNS
The company news service from the London Stock Exchange
 
END
 
 
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