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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Filings indexed 7,576 across all filing types
Latest filing 2025-05-13 Director's Dealing
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
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification filed under the UK Market Abuse Regulation (UK MAR) concerning transactions in the company's shares by a Person Discharging Managerial Responsibilities (PDMR), specifically Mary-Anne Daly, CEO of Wealth Management. The content details the nature of the transaction (exercise of options and resultant sale) and the price/volume executed on May 9, 2025. This type of insider transaction reporting directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2025-05-13 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (RNS Number : 5097I) concerning transactions by persons discharging managerial responsibilities (PDMRs) under UK Market Abuse Regulation (UK MAR). Specifically, it details the purchase of ordinary shares by executives (Richard Oldfield, Meagen Burnett, etc.) under the Company's Share Incentive Plan. This type of filing, reporting insider share transactions, directly corresponds to the 'Director's Dealing' category. Although it is distributed via RNS, the content is highly specific to insider trading reports, making 'DIRS' (Director's Dealing) the most accurate classification over the general 'RNS' fallback.
2025-05-13 English
Form 8.3 - Science in Sport PLC
M&A Activity Classification · 95% 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 BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' related to an offer involving 'Science in Sport plc'. This type of disclosure relates to insider/director dealings or major shareholding changes specifically in the context of a takeover or merger activity. While it involves share transactions (Director's Dealing/Major Shareholding), the context is strictly tied to a takeover bid, which aligns best with the M&A Activity category (TAR) or potentially Director's Dealing (DIRS) or Major Shareholding Notification (MRQ). However, Form 8.3 is a mandatory disclosure under the Takeover Code, which governs M&A activity. Given the specific nature of the disclosure tied to an ongoing offer, 'TAR' (M&A Activity) is the most contextually accurate classification, although 'DIRS' or 'MRQ' are related concepts. Since the document details positions and dealings during an offer period, it falls under the umbrella of M&A activity reporting. The document is a formal regulatory filing distributed via RNS, but the content is specific enough to warrant a more precise code than the general 'RNS' fallback.
2025-05-13 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly titled as an 'RNS Number' notification from Schroders PLC, dated May 12, 2025. The content details 'Notification of transactions by persons discharging managerial responsibilities' (PDMRs) regarding the acquisition of shares under incentive plans. This type of insider transaction reporting, especially when referencing UK MAR (Market Abuse Regulation) and involving director/executive dealings, directly corresponds to the 'Director's Dealing' category. Although it is distributed via RNS, the specific content mandates the classification 'DIRS' over the general 'RNS' fallback.
2025-05-12 English
Form 8.3 - Primary Health Properties 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 a mandatory disclosure related to takeover activity, specifically detailing shareholdings and dealings of a party involved in an offer (Primary Health Properties PLC). This type of filing, which reports insider/significant shareholder activity related to a takeover, is best categorized under 'Regulatory Filings' (RNS) as it is a specific regulatory disclosure mandated by the Takeover Code, but it does not fit the definitions for DIRS (Director's Dealing, which is usually Form 3/4/5 related), or TAR (M&A Activity, which is usually the proposal itself). Since RNS is the general regulatory filing category for announcements that don't fit elsewhere, and this is a specific regulatory disclosure disseminated via RNS, it fits best here, although it is highly specific. Given the options, RNS is the most appropriate general regulatory disclosure bucket for a Form 8.3.
2025-05-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of transactions by persons discharging managerial responsibilities (PDMRs) and their closely associated persons, specifically Claire Fitzalan Howard and Leonie Schroder, who are non-executive directors of Schroders plc. The text explicitly follows the UK Market Abuse Regulation (UK MAR) disclosure requirements for insider dealings. This falls directly under the 'Director's Dealing' category.
2025-05-09 English

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