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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 7,585 across all filing types
Latest filing 2024-08-05 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 - Britvic 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 a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer involving 'Britvic PLC'. This type of mandatory disclosure related to takeover activity and insider/significant shareholder dealings is a specific regulatory filing. While it relates to director/insider dealings (DIRS), the specific context of a Takeover Code disclosure (Form 8.3) makes it a specialized regulatory announcement. 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 not a general Director's Dealing report (DIRS) but a specific filing mandated by the Takeover Code.
2024-08-05 English
Form 8.3 - Bellway 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 (mentioning Bellway PLC and Crest Nicholson Holdings Plc). This type of mandatory disclosure regarding insider interests during a takeover is a specific regulatory filing. While it is a regulatory filing, the specific nature points away from the general 'RNS' fallback. However, none of the provided specific codes (like DIRS for insider trades, or TAR for M&A activity) perfectly capture a Rule 8.3 Takeover Code disclosure. Director's Dealing (DIRS) is for personal transactions, not necessarily takeover-related position disclosures. Given the context of mandatory disclosure related to a takeover under the Takeover Code, and the lack of a specific 'Takeover Disclosure' code, the most appropriate classification among the options is the general regulatory filing category, RNS, as it is a filing disseminated via RNS (Regulatory News Service) that doesn't fit the other specific categories like 10-K, ER, or DIRS.
2024-08-05 English
Form 8.3 - Barratt Developments PLC
Regulatory Filings Classification · 98% 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 a takeover bid (Barratt Developments PLC and Redrow Plc are mentioned as offeror/offeree/related party). This type of filing, concerning insider dealings or major position changes during a takeover process, is a specific regulatory disclosure. While it involves director/insider activity (similar to DIRS), the context is strictly governed by the Takeover Code (Rule 8.3) concerning an ongoing M&A event. 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 structure and source (RNS Number), RNS is the best fit.
2024-08-05 English
Form 8.3 - Hargreaves Lansdown PLC
Major Shareholding Notification Classification · 97% 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 securities during a takeover offer (in this case, related to Hargreaves Lansdown PLC). This type of mandatory disclosure regarding insider/significant shareholder activity during a takeover bid is a specific regulatory filing. While it relates to insider dealing (which might suggest DIRS), Form 8.3 is specifically tied to the Takeover Code and is a distinct regulatory filing type. Since it is a specific regulatory disclosure mandated by the Takeover Panel, and not a general earnings release (ER) or a general director's dealing report (DIRS, which usually refers to Form 3/4/5 in the US context or similar local rules not explicitly referencing the Takeover Code), the most appropriate classification is a specific Regulatory Filing. Given the options, 'Regulatory Filings (RNS)' serves as the best fit for mandatory, specific regulatory disclosures that aren't covered by the other detailed categories like 10-K, ER, or DEF 14A. However, since the content is highly specific to insider/significant shareholder activity during a takeover, and 'DIRS' is defined as 'Report of personal share transactions by company directors and executives (insider trades)', this document strongly aligns with insider trading disclosure rules, even if it's under the Takeover Code framework. Given the context of the Takeover Code disclosure, it is a specialized form of insider dealing disclosure. If we strictly follow the definitions, 'DIRS' covers insider trades. If we treat it as a general regulatory filing not fitting other specific categories, RNS is the fallback. Since the document explicitly details holdings and dealings of a person with interests (Schroders plc) in an offeree (Hargreaves Lansdown PLC) during a potential takeover, it is a mandatory disclosure of insider/significant position changes. In many classification schemes, takeover-related disclosures fall under M&A (TAR) or specific insider reporting (DIRS). Since TAR is for M&A activity announcements and this is a disclosure *during* the activity, DIRS (Director's Dealing/Insider Trades) is a closer functional match than the general RNS fallback, as it reports on the interests/dealings of a major stakeholder/insider relative to the transaction. I will classify it as DIRS due to the nature of the disclosure (insider/significant position change reporting), which is functionally similar to insider trading reports, even though it's a specific Form 8.3.
2024-08-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification filed via RNS (London Stock Exchange news service) concerning a transaction by a Person Discharging Managerial Responsibilities (PDMR), specifically the Chief Financial Officer, involving the purchase of the company's ordinary shares. This structure, referencing UK Market Abuse Regulation (UK MAR) Article 19, is characteristic of insider trading disclosures or director's dealings. Comparing this to the definitions, 'Director's Dealing (Code: DIRS)' is the most appropriate fit, as it covers 'Report of personal share transactions by company directors and executives (insider trades)'. Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2024-08-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification disseminated via RNS (National Storage Mechanism) concerning transactions in the company's shares by a Person Discharging Managerial Responsibilities (PDMR), specifically Elizabeth Corley, the Chair. The content explicitly references Article 19(1) and 19(3) of the UK Market Abuse Regulation (UK MAR) and details the purchase of ordinary shares. This type of insider transaction reporting by directors/executives directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the classification over the general RNS fallback.
2024-08-02 English

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