RNS Number : 6752N
Phoenix Group Holdings PLC
08 May 2024
 

 

08 May 2024

 

Director/PDMR Shareholding

 

Notification of monthly investment in the Phoenix Group Holdings plc Share Incentive Plan ('SIP')

 

Computershare Trustees Limited (the 'Trustees') of the Phoenix Group Holdings plc SIP, notified the Company on 08 May 2024 that it purchased ordinary shares of 10 pence each at a price of 517.39 pence per share on 07 May 2024 under the 'Partnership' and 'Matching' element of the Company's SIP.

 

Under the terms of the SIP, each eligible participating employee can contribute from monthly salary to purchase 'Partnership Shares' and the Company matches this based on a one for one ratio up to a maximum of £50. The following table details the number of Partnership and Matching Shares purchased and awarded by the Company's Persons Discharging Managerial Responsibilities ('PDMRs').

 

Number of Partnership shares purchased under the SIP for the month

Number of Matching shares awarded under the SIP for the month

 

Andrew Briggs

29

10

Andrew Curran

10

10

Michael Eakins

29

10

Anna Franekova

9

9

Claire Hawkins

30

10

Jacqueline Noakes

29

9

Jonathan Pears

10

10

Rakesh Thakrar

29

10

Sara Thompson

30

10

Quentin Zentner

29

10

 

  

Notification and public disclosure of transactions by persons discharging managerial responsibilities

 

The Notification of Dealing Forms for each PDMR can be found below. This announcement is made in accordance with the UK Markets Abuse Regulation (Regulation (EU) 596/2014, as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018). 

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Andrew Briggs

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Group Chief Executive Officer

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 29 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

29

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

39

 

 

384.72p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Andrew Curran

2

 

Reason for the notification

 

a)

 

Position/status

 

 

CEO - Savings and Retirement

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 10 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

10

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

20

 

 

258.69p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Michael Eakins

 

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Group Chief Investment Officer

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 29 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

29

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

39

 

 

384.72p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Anna Franekova

 

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Corporate Development Director

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 9 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 9 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

9

0.00

9

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

18

 

 

258.69p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Claire Hawkins

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Director of Corporate Affairs & Investor Relations

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 30 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

30

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

40

 

 

388.04p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Jacqueline Noakes

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Chief Operating Officer

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 29 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 9 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

29

0.00

9

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

38

 

 

394.85p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Jonathan Pears

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Group Chief Risk Officer

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 10 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

10

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

20

 

 

258.69p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Rakesh Thakrar

2

 

Reason for the notification

 

a)

 

Position/status

 

 

 Group Chief Financial Officer

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 29 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

29

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

39

 

 

384.72p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Sara Thompson

2

 

Reason for the notification

 

a)

 

Position/status

 

 

Group HR Director

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 30 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan - 10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

30

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

40

 

 

388.04p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

1

 

Details of the person discharging managerial responsibilities / person closely associated

 

a)

 

Name

 

 

Quentin Zentner

2

 

Reason for the notification

 

a)

 

Position/status

 

 

General Counsel

b)

 

Initial notification /Amendment

 

 

Initial Notification

3

 

Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor

 

a)

 

Name

 

 

Phoenix Group Holdings plc

b)

 

LEI

 

 

2138001P49OLAEU33T68

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

 

 

 

Phoenix Group Holdings plc Ordinary Shares of 10 pence

 

GB00BGXQNP29

 

b)

 

Nature of the transaction

 

 

Acquisition of Partnership Shares under the Group's Share Incentive Plan - 29 (see below)

 

Acquisition of Matching Shares under the Group's Share Incentive Plan -10 (see below)

 

c)

 

Price(s) and volume(s)

 

 

 

Price(s)

 

Volume(s)

517.39p

29

0.00

10

 

 

d)

 

Aggregated information

 

 

- Aggregated volume

 

 

- Price

 

 

 

 

 

39

 

 

384.72p

 

e)

 

Date of the transaction

 

 

2024-05-07

f)

 

Place of the transaction

 

 

London

 

 

 

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