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W.H. IRELAND GROUP PLC — Investor Relations & Filings

Ticker · WHI ISIN · GB0009241885 LEI · 213800HB9TO5O4WD6S66 IL Financial and insurance activities
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Filings indexed 427 across all filing types
Latest filing 2021-08-04 Director's Dealing
Country GB United Kingdom
Listing IL WHI

About W.H. IRELAND GROUP PLC

https://www.whirelandplc.com/

W.H. Ireland Group PLC is a financial services firm providing wealth management and corporate broking services. The Wealth Management division offers personalized financial planning, bespoke investment management, and wealth advisory services to private clients. It develops tailored strategies for savings, investment, retirement, and wealth transfer, utilizing both proprietary model portfolios and third-party solutions. The firm emphasizes a personalized approach with ongoing monitoring and reviews to align with client objectives. The Corporate and Institutional Broking division provides financial advisory services to corporate clients.

Recent filings

Filing Released Lang Actions
PDMR and PCA shareholdings
Director's Dealing Classification · 99% confidence The document is identified by the 'RNS Number' header and contains specific details about share purchases and sales by Persons Discharging Managerial Responsibilities (PDMRs), namely the CEO and Head of Wealth Management. This type of filing, detailing insider transactions, directly corresponds to the definition of Director's Dealing. The presence of the RNS distribution information and the reference to EU Market Abuse Regulation further confirms it is a regulatory disclosure related to insider trading, matching the 'DIRS' code. The document length (4699 chars) is substantial enough to be the primary disclosure, not just an announcement of one.
2021-08-04 English
Issue of Equity and Total Voting Rights
Share Issue/Capital Change Classification · 99% confidence The document is identified by the RNS Number header and contains an announcement dated 26 July 2021 regarding the 'Issue of Equity' to Non-Executive Directors. It details the number of new ordinary shares issued, the total shares held by PDMRs (Persons Discharging Managerial Responsibilities), and provides the total voting rights figure as required by the FCA's DTRs. Crucially, it includes detailed transaction notifications structured according to the EU Market Abuse Regulation (MAR) for insider transactions (directors receiving shares). This content strongly aligns with mandatory regulatory disclosures concerning insider dealings and share capital changes. While it involves directors dealing (DIRS) and share issuance (SHA), the primary context is a formal regulatory notification about insider transactions and the resulting change in total voting rights, often disseminated via RNS. Since the document explicitly details transactions by PDMRs and adheres to MAR reporting structure, 'Director's Dealing' (DIRS) is the most specific fit, although 'Share Issue/Capital Change' (SHA) is also relevant. Given the detailed MAR tables focusing on individual director transactions, DIRS is prioritized. The presence of the RNS header and the nature of the disclosure confirm it is a regulatory announcement.
2021-07-26 English
ESOT Purchases
Transaction in Own Shares Classification · 99% confidence The document is identified by the RNS Number header and explicitly states, "This information is provided by RNS, the news service of the London Stock Exchange." The content details an acquisition of shares by the Employee Share Option Trust (ESOT) and provides required disclosures under the Market Abuse Regulation regarding a transaction involving a Person Closely Associated (PCA) with the Directors. This type of mandatory, timely disclosure to the market, which doesn't fit neatly into specific financial reports (10-K, IR, ER) or corporate actions (DIV, SHA), is best classified as a general regulatory announcement. Since it is a specific regulatory filing provided via the RNS service, and the content is about insider/PCA dealings (though DIRS is for Director's Dealing, this is a trust related to the ESOT), the most appropriate general category for a non-standard regulatory announcement provided via RNS is 'Regulatory Filings' (RNS). However, upon closer inspection, the content specifically details share transactions by a party connected to the directors (ESOT/Sanne), which strongly aligns with insider trading disclosures. While 'DIRS' is defined as 'Director's Dealing', this transaction involves the ESOT, which is a connected trust. Given the structure and source (RNS), and the nature of the transaction (insider-related share acquisition), RNS is the safest general classification, but DIRS is highly relevant. Since the document is a full disclosure of the transaction details rather than just an announcement that a report is attached (ruling out RPA), and it concerns insider activity, DIRS is a strong candidate. However, the document structure is a standard RNS announcement format. Let's re-evaluate the definitions. DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. The ESOT is a connected trust. This is a notification of a transaction by a PCA. RNS is the fallback. Given the explicit RNS branding and the nature of the filing as a regulatory notification, RNS is appropriate, but DIRS captures the substance better if we interpret 'Director's Dealing' broadly to include connected persons' transactions required under MAR disclosure rules. Since the document is a full disclosure of the transaction itself, not an announcement of a report, we choose the most specific fit. The transaction involves shares related to employee incentives and is disclosed under MAR, which is often captured under insider reporting rules. I will classify this as DIRS as it is fundamentally an insider transaction disclosure, even if via a trust.
2021-07-20 English
Final Results and Notice of AGM
Earnings Release Classification · 95% confidence The document is an announcement of financial results for the year ended 31 March 2021. It contains key financial highlights (revenue, profit, EBITDA, EPS) and divisional performance summaries. While it mentions the upcoming AGM and the posting of the annual report, the document itself serves as the primary release of the company's annual financial performance data. According to the filing definitions, this is an Earnings Release (ER) as it provides the initial announcement of periodical financial results. FY 2021
2021-07-15 English
Update on Final Results
Regulatory Filings Classification · 98% confidence The document is a short announcement (1922 chars) issued via RNS (Regulatory News Service) by W.H. Ireland Group Plc. The title is "Update on Final Results" and the content explicitly states that the final results for the twelve months ended 31 March 2021 have not yet been published but are anticipated shortly. This structure—a brief notification about the status or timing of a forthcoming report—fits the definition of a Report Publication Announcement (RPA). It is not the full report itself (like 10-K or IR), nor is it a general regulatory filing (RNS) since a more specific category (RPA) applies to announcements about report publication timing.
2021-07-05 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and contains fields detailing changes in voting rights percentages (e.g., crossing thresholds from 3.08% to 4.57%) for a specific shareholder (Melvin Lawson) in W.H. Ireland Group PLC. This type of filing, which reports personal share transactions by executives or significant changes in ownership, directly corresponds to the definition of Director's Dealing (DIRS) or Major Shareholding Notification (MRQ). Since the form is a standard notification of a major holding crossing a threshold, MRQ (Major Shareholding Notification) is the most precise fit, although DIRS often overlaps with insider transactions. Given the structure and content focusing purely on ownership percentage changes, MRQ is selected. The document is also distributed via RNS, but the content itself is a specific regulatory disclosure.
2021-06-28 English

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