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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 2024-07-15 Major Shareholding Noti…
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 -International Distribution Services PLC
Major Shareholding Notification 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 offer (specifically mentioning 'International Distribution Services PLC' as the offeree). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves dealings, the specific regulatory form (Form 8.3) and the context of a takeover bid strongly suggest a filing related to insider transactions or major shareholdings during a M&A event. However, looking at the provided codes, 'DIRS' (Director's Dealing) is for personal share transactions by directors, and 'MRQ' (Major Shareholding Notification) is for crossing ownership thresholds. Since this is a mandatory disclosure under the Takeover Code related to interests in securities during an offer, it is most closely aligned with reporting insider/significant holder activity during a takeover. Given the options, 'DIRS' covers insider transactions, and 'MRQ' covers major shareholdings. Since this is a mandatory disclosure under the Takeover Code regarding interests/short positions (which includes holdings over 1%) during an offer, it is a specific type of regulatory filing related to ownership changes during a corporate action. Since it details dealings and positions related to an offer, it falls under the scope of insider/major shareholder reporting during a takeover. 'MRQ' (Major Shareholding Notification) is the closest fit for reporting significant ownership changes (over 1%) in the context of an offer, although 'DIRS' is also related to insider activity. Given the structure and the focus on interests/short positions exceeding 1% during an offer, it is a specific regulatory filing. Since it is a mandatory disclosure under the Takeover Code, and not a general RNS announcement, and it details ownership/dealings, I will classify it as a specific regulatory filing related to ownership changes during a corporate action. 'MRQ' (Major Shareholding Notification) is the best fit among the ownership/dealing categories for a disclosure exceeding 1% interest, even though it is specifically a Takeover Code filing.
2024-07-15 English
Form 8.3 - Bellway 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 required when a party involved in a takeover (offeror/offeree) holds 1% or more interest in the relevant securities. This type of mandatory disclosure related to corporate control/takeover activity is a specific regulatory filing. Since it is a specific regulatory disclosure form related to a takeover situation, it fits best under the general 'Regulatory Filings' category (RNS) as there is no specific code for 'Takeover Disclosure Form 8.3'. It is not an Earnings Release (ER), Interim Report (IR), or Annual Report (10-K). It is a specific regulatory filing announcement.
2024-07-15 English
Form 8.3 - Wood Group (John) 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 relation to an offer (here, involving Wood Group (John) 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 not explicitly covered by the provided definitions (AGM-R, 10-K, AR, MANG, CT, CAP, DVA, DLST, DIRS, ER, SR, XLSX, FS, CGR, IRAT, IR, IP, LTR, TAR, MRQ, MDA, NAV, DIV, PSI, RNS, DEF 14A, RPA, SHA, POS). However, Form 8.3 is a mandatory regulatory filing related to corporate actions (takeovers). Given the options, the most appropriate general category for a specific regulatory filing that doesn't fit the highly specific insider trading (DIRS) or M&A (TAR) categories, but is clearly a regulatory disclosure, is 'Regulatory Filings' (RNS). Director's Dealing (DIRS) is for general insider trades, whereas this is specifically tied to a takeover/offer situation under the Takeover Code. Since the document is a complete disclosure form (not an announcement *about* a filing) and is a specific regulatory filing mandated by the Takeover Panel, RNS is the best fit as the general regulatory disclosure category, as it is not a standard 10-K, ER, or IR. It is a specific regulatory disclosure related to an offer.
2024-07-15 English
Form 8.3 - Lok'nStore 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 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 (Lok'nStore Group PLC). This type of mandatory disclosure regarding insider/significant shareholder dealings during a takeover bid is a specific regulatory filing. While it contains dealing information, its primary purpose is mandated by the Takeover Code, making it a specialized regulatory disclosure. Given the options, 'Regulatory Filings' (RNS) is the most appropriate general category for mandatory disclosures not covered by specific financial report types (like 10-K or ER), although 'DIRS' (Director's Dealing) is related, Form 8.3 is specifically tied to takeover activity and is a distinct regulatory filing type often disseminated via RNS. Since the document is a formal regulatory filing disseminated via RNS, and it concerns takeover-related disclosures, RNS is the best fit as a catch-all for specific regulatory forms not listed elsewhere, or we can consider it a specialized form of insider dealing disclosure. However, Form 8.3 is a specific Takeover Code filing, which falls under the broad umbrella of regulatory announcements. Given the structure and mandatory nature, RNS (Regulatory Filings) is the most encompassing and safest classification for a specific, non-standard SEC/periodic report form disseminated through an RNS service.
2024-07-15 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is a formal notification filed via RNS (RNS Number: 2851W) dated July 12, 2024. It explicitly states it is a 'Notification of transactions by persons discharging managerial responsibilities' under UK MAR Article 19, detailing the purchase of ordinary shares by executives (Peter Harrison and Richard Oldfield) under the Share Incentive Plan. This directly corresponds to the definition of Director's Dealing (insider trades by executives). The presence of the RNS header and the specific regulatory context confirms its nature as a required regulatory disclosure, but the content is specifically about insider transactions.
2024-07-12 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 used to disclose interests and dealings in the securities of an offeror or offeree during a takeover situation. This specific disclosure relates to Barratt Developments PLC and Redrow Plc, indicating activity under the Takeover Code. While it involves director/insider-like activity (Director's Dealing - DIRS), the context is specifically tied to a takeover bid and uses a unique regulatory form (Form 8.3) that is not covered by the standard DIRS definition (which usually refers to Form 3, 4, or 5 equivalent filings). Since this is a specific regulatory disclosure related to a takeover/M&A event, and it is not a general announcement of M&A activity (TAR), the most appropriate classification among the provided options that captures specific regulatory disclosures not covered elsewhere is 'Regulatory Filings' (RNS), as it is a mandatory filing disseminated via RNS, or potentially related to M&A (TAR). However, Form 8.3 is a specific disclosure required by the Takeover Panel, which often falls under general regulatory announcements when a more specific category like 'Director's Dealing' (which is usually for insider trading reports) doesn't fit the context of a takeover disclosure perfectly. Given the options, and the fact that it is a mandatory disclosure disseminated via RNS concerning a takeover situation, RNS is the safest general regulatory fallback. If 'TAR' (M&A Activity) were interpreted broadly to include all related disclosures, it might fit, but Form 8.3 is a disclosure of *position/dealing*, not the M&A proposal itself. Therefore, classifying it as a general Regulatory Filing (RNS) is the most accurate fit for this specific, non-standard disclosure form.
2024-07-12 English

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