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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
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Filings indexed 7,586 across all filing types
Latest filing 2024-03-01 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 - Barratt Developments PLC
Regulatory Filings Classification · 95% confidence The document explicitly states it is a 'FORM 8.3' titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to dealings during a takeover situation involving Barratt Developments PLC and Redrow Plc. This type of disclosure, which reports insider/significant shareholder dealings related to a takeover, is a specific regulatory filing. Since there is no specific category for 'Takeover Disclosure Form 8.3', the most appropriate general category for mandatory regulatory disclosures that are not standard periodic reports (10-K, IR) or specific insider trading reports (DIRS) is 'Regulatory Filings' (RNS). However, given the context of director/insider dealings, 'DIRS' (Director's Dealing) might seem plausible, but Form 8.3 is specifically for parties involved in a takeover bid, which is broader than just director dealings. Since the document is a formal regulatory filing concerning interests in securities during a takeover, and it is not a standard periodic report, 'RNS' serves as the best fit among the provided options for a specific regulatory disclosure not covered elsewhere. The document is clearly a primary filing, not an announcement of a filing (RPA).
2024-03-01 English
Form 8.3 - Redrow PLC
Major Shareholding Notification Classification · 96% confidence The document explicitly states it is a 'FORM 8.3' titled '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 interests and dealings related to a takeover offer (here involving Redrow plc and Barratt Developments PLC). This type of disclosure, which reports insider/significant shareholder transactions related to a specific corporate action (takeover), does not fit neatly into the primary categories like 10-K, ER, or IR. It is a specific regulatory filing related to insider dealing/ownership during a takeover process. Since there is no specific code for 'Takeover Disclosure Form 8.3', the most appropriate fallback category is 'Regulatory Filings' (RNS), as it is a mandatory public disclosure disseminated via the RNS system.
2024-03-01 English
Form 8.3 - Direct Line Insurance Group 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' in the context of a takeover bid (indicated by references to 'offeror/offeree' and 'Ageas SA/NV' and 'Direct Line Insurance Group plc'). This type of mandatory disclosure related to takeover activity and insider interests does not fit neatly into the standard financial reporting categories (10-K, IR, ER, etc.). It is a specific regulatory filing related to corporate actions/takeovers. Since 'Director's Dealing' (DIRS) is for personal trades, and this relates to a takeover disclosure (Form 8.3), the most appropriate general regulatory category that captures specific, non-standard regulatory announcements is 'Regulatory Filings' (RNS), as it serves as the fallback for specific regulatory disclosures that don't match other defined types, although a more specific internal code might exist for Takeover Disclosures. Given the provided options, RNS is the best fit for a specific, non-periodic regulatory filing.
2024-02-29 English
Form 8.3 - Ageas NV/SA
Director's Dealing Classification · 95% confidence The document explicitly states it is a 'FORM 8.3' titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to a takeover situation involving 'Ageas NV/SA' and 'Direct Line Insurance Group PLC'. Disclosures regarding interests in securities during a takeover bid are specifically related to insider dealings or significant shareholding changes in the context of an offer. While it involves dealing, the specific context of a takeover code disclosure (Form 8.3) is highly specific. It is not a general Director's Dealing (DIRS) report, which usually refers to Form 3/4/5 filings under SEC rules or similar general insider trading rules. Since the document details positions and dealings related to a specific takeover offer under the UK Takeover Code, it falls under the scope of regulatory disclosure concerning a transaction or interest. Given the options, 'Director's Dealing' (DIRS) is the closest fit for reporting personal/insider transactions, although this is specifically takeover-related. However, since the document is a formal regulatory filing concerning interests in securities during a takeover, and there isn't a specific 'Takeover Disclosure' code, we must evaluate the closest fit. Form 8.3 is a mandatory disclosure of interests/dealings during an offer period. This is a form of insider dealing disclosure related to a specific corporate action (takeover). Given the provided definitions, 'Director's Dealing' (DIRS) is the most appropriate category for reporting personal share transactions by executives/insiders, even though this specific form is mandated by the Takeover Code rather than standard insider trading rules. Alternatively, as a mandatory regulatory filing that doesn't fit elsewhere, 'RNS' could be considered, but DIRS captures the *content* better. Since it details holdings and dealings of a party involved in an offer, DIRS is selected as the best fit for the content type.
2024-02-29 English
Form 8.3 - Equals Group 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, specifically in the context of an offer (for 'Equals Group plc'). This type of disclosure, mandated by the UK Takeover Code, is a specific regulatory filing related to M&A activity or significant shareholdings during a takeover process. While it involves share dealings, the primary context is the mandatory disclosure under the Takeover Code, which fits best under the general 'Regulatory Filings' (RNS) category as it is a specific regulatory announcement format not covered by DIRS (Director's Dealing) or MRQ (Major Shareholding Notification, which is usually for changes crossing thresholds outside of a formal offer context). Given the structure and source (RNS Number), it is a regulatory announcement.
2024-02-29 English
Form 8.3 - Molten Ventures PLC
Regulatory Filings Classification · 95% 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 interests and dealings in the securities of an offeror or offeree during a takeover situation. This specific type of disclosure, related to insider/major shareholder activity during a takeover, is best categorized under Director's Dealing (DIRS) or, more broadly, as a specific regulatory filing. Since 'DIRS' covers personal share transactions by directors/executives, and this disclosure relates to a major shareholder (Schroders PLC) dealing in securities related to an offer (Molten Ventures plc), it falls under insider/significant transaction reporting. However, looking at the provided definitions, 'DIRS' is for Director's Dealing. A more appropriate general category for specific regulatory disclosures not covered elsewhere, especially those related to takeovers and significant holdings, is often 'RNS' (Regulatory Filings) or potentially 'MRQ' (Major Shareholding Notification). Given the context of a Takeover Code disclosure (Form 8.3), which is a highly specific regulatory filing concerning interests in a potential M&A target, and the fact that it details holdings and dealings (similar to insider trading reports), 'DIRS' is the closest fit for transaction reporting by a major entity, even if not strictly a director. If we strictly adhere to the definitions, 'DIRS' covers executive trades. Since this is a major shareholder disclosure related to a takeover, and it is a mandatory regulatory filing, 'RNS' (General regulatory announcements and fallback) is a safe classification, but 'DIRS' captures the essence of reporting significant security interests/dealings. Let's re-evaluate: Form 8.3 is specifically about interests in a takeover. 'TAR' is M&A Activity. 'DIRS' is Director's Dealing. 'MRQ' is Major Shareholding Notification. Since this is a disclosure of a >1% interest during an offer, it is a specific type of major shareholding disclosure related to M&A. Given the options, 'DIRS' is often used broadly for insider/significant holder transaction reporting, but 'RNS' is the ultimate fallback for specific regulatory forms. Since the document is a mandatory disclosure under the Takeover Code, and it details holdings and dealings, it is a specific regulatory filing. I will classify it as 'RNS' as it is a specific regulatory disclosure not perfectly matching the other categories, although it shares characteristics with DIRS and MRQ.
2024-02-29 English

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