Skip to main content
Schroders PLC logo

Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Open in API
Filings indexed 7,585 across all filing types
Latest filing 2024-03-05 Regulatory Filings
Country GB United Kingdom
Listing IL SDR

About Schroders PLC

https://www.schroders.com/

Schroders PLC is a global asset and wealth management company. It serves a diverse international clientele, including institutions, financial intermediaries, high-net-worth individuals, and family offices. The firm provides a broad range of actively managed investment solutions that span both public and private markets. Key business areas include comprehensive wealth management services, delivered through brands such as Cazenove Capital, and specialized private asset management, including renewable infrastructure investments. The company leverages its global platform and expertise to help clients achieve their financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Molten Ventures plc
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (Molten Ventures plc). This type of disclosure, mandated by the UK Takeover Code, details insider/significant shareholder dealings related to an offer. While it involves dealings, its primary function is regulatory disclosure related to a takeover scenario, which is a specific type of regulatory announcement. Since there is no specific code for Takeover Code Disclosures (Form 8.3), and it is a mandatory regulatory filing disseminated via RNS, the most appropriate classification is 'Regulatory Filings' (RNS), as it is a specific regulatory disclosure that doesn't fit the other categories like DIRS (Director's Dealing, which is usually Form 3/4/5 related) or TAR (M&A Activity, which is usually the bid document itself). Given the context of mandatory disclosure via RNS, RNS is the best fit among the provided options.
2024-03-05 English
Form 8.3 - LondonMetric Property plc
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (related to DIRS), the specific context of the Takeover Code disclosure (Form 8.3) is a specialized regulatory filing concerning an ongoing M&A event (LondonMetric Property plc and LXi REIT plc are mentioned). Since there is no specific code for 'Takeover Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, the most appropriate classification is the general 'Regulatory Filings' (RNS), as it is a specific regulatory announcement that doesn't fit the other specialized categories like DIRS (which usually refers to routine insider trading reports outside of a formal takeover context) or TAR (which is for the M&A proposal itself, not the subsequent disclosure forms). Given the RNS header and the nature of the filing, RNS is the best fit.
2024-03-05 English
Form 8.3 - LXI REIT plc
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer (LXI REIT plc and LondonMetric Property plc). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of a Takeover Code disclosure (Form 8.3) is best categorized under general regulatory filings or, more specifically, as a type of transaction disclosure. Since there is no specific code for 'Takeover Disclosure', and it details personal share transactions by an entity involved in a takeover, it aligns most closely with Director's Dealing (DIRS) in principle, but given the regulatory context (RNS Number, Form 8.3), it is fundamentally a regulatory announcement. However, looking at the provided definitions, 'Director's Dealing (DIRS)' covers personal share transactions by directors/executives. Although Schroders PLC is the discloser, the content is a mandatory disclosure of interests/dealings related to a takeover bid, which is a specific type of insider/significant shareholder transaction reporting. Given the options, 'DIRS' is the closest fit for reporting personal security interests/dealings, even if the context is a takeover. Alternatively, 'RNS' is the general regulatory fallback. Since this is a highly specific regulatory form (Form 8.3) related to takeover activity and ownership changes, and not a standard director's dealing form (like Form 3, 4, or 5 in the US context), classifying it as a general Regulatory Filing (RNS) is safer, as it is distributed via RNS and is a mandatory disclosure under the Takeover Code. However, Form 8.3 is fundamentally about reporting interests/dealings. Let's re-evaluate: DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. This document reports holdings and dealings by Schroders PLC related to a takeover. This is a form of insider/significant shareholder disclosure. Given the specific nature of the form (Form 8.3), it is a mandatory regulatory filing distributed via RNS. I will classify it as RNS as it is a specific regulatory filing type not explicitly covered by DIRS (which usually implies executive compensation/standard insider reporting, not takeover code filings). The presence of 'RNS Number' and the distribution footer strongly supports RNS.
2024-03-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly identified as an 'RNS Number' notification. The content details transactions (acquisition of shares via LTIP award) by Persons Discharging Managerial Responsibilities (PDMRs) under the UK Market Abuse Regulation ('UK MAR'). This type of insider transaction reporting, especially when originating from the RNS service of the London Stock Exchange, falls under the category of regulatory announcements concerning insider dealings. While 'Director's Dealing' (DIRS) is a strong candidate, the document structure and explicit reference to RNS as the distribution service, combined with the general nature of regulatory reporting via RNS, makes 'Regulatory Filings' (RNS) a suitable classification, although DIRS is more specific to the content. Given the explicit mention of 'Director's Dealing' content (transactions by PDMRs), DIRS is the most precise fit among the provided options for insider trade reports.
2024-03-04 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (London Stock Exchange news service). It explicitly details transactions involving shares by Persons Discharging Managerial Responsibilities (PDMRs), specifically the Group CEO and CFO, under UK Market Abuse Regulation (UK MAR). This type of filing, reporting insider share transactions, directly corresponds to the 'Director's Dealing' category. Although it is distributed via RNS, the specific content is not a general regulatory announcement but a specific disclosure about insider trades.
2024-03-04 English
Form 8.3 - Barratt Development Plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is used to disclose insider dealings or significant ownership changes related to a takeover offer (here, involving Barratt Developments PLC). This type of disclosure, which reports personal share transactions by executives or significant holders during a takeover context, most closely aligns with the 'Director's Dealing' category (DIRS), although it is a specific regulatory filing related to takeovers. Since DIRS covers personal share transactions by directors/executives, and this is a mandatory disclosure of interests/dealings by a major shareholder (Schroders plc) during a takeover scenario, DIRS is the most appropriate fit among the provided options, as it deals with insider/significant holder transactions. It is not a general regulatory announcement (RNS) because it is a specific, named form (Form 8.3) detailing dealings.
2024-03-04 English

Browse filings by year

27 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.