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AJ Bell PLC

Major Shareholding Notification Dec 15, 2025

5014_dirs_2025-12-15_78de4a54-8162-4d4f-8686-8f33d053977f.html

Major Shareholding Notification

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National Storage Mechanism | Additional information

RNS Number : 6431L

AJ Bell PLC

15 December 2025

AJ Bell plc

("AJ Bell" or the "Company")

Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them

1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Mohamed Tagari
2 Reason for the notification
a) Position/status Chief Technology & Customer Services Officer/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Elizabeth Carrington
2 Reason for the notification
a) Position/status HR Director/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name William Mackay
2 Reason for the notification
a) Position/status Advised Managing Director/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Karen Goodman
2 Reason for the notification
a) Position/status Chief Risk Officer/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Kina Sinclair
2 Reason for the notification
a) Position/status Group Legal Director & Company Secretary/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Charles Musson
2 Reason for the notification
a) Position/status D2C Managing Director/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Ryan Hughes
2 Reason for the notification
a) Position/status Managing Director, AJ Bell Investments/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange
1 Details of the person discharging managerial responsibilities/person closely associated
a) Name Nicholas Carrington
2 Reason for the notification
a) Position/status PCA with Elizabeth Carrington, HR Director/PDMR
b) Initial notification /Amendment Initial Notification
3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor
a) Name AJ Bell plc
b) Legal Entity Identifier 213800VNKA7DPWXWJJ36
4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted
a) Description of the financial instrument, type of instrument

Identification code
Ordinary shares of £0.000125 each

 GB00BFZNLB60
b) Nature of the transaction Purchase of shares under BAYE
c) Currency GBP
d) Price(s) and volume(s) Price(s) Volume(s)
£4.727196 32
e) Aggregated information

- Aggregated volume

- Price

- Aggregated total
N/A single transaction
f) Date of the transaction 12 December 2025
g) Place of the transaction London Stock Exchange

Name of officer of issuer responsible for making notification: Kina Sinclair (Company Secretary)

Date of notification: 15 December 2025   

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