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Lucy Summersgill

CEO
Total declarations
10
Company
1
▲ Purchases (2 ops.)
€35k
▼ Sales (7 ops.)
€5.9M

Latest filing published 22 Aug 2024 for AJ Bell plc, €2.3M.

Filing timeline

BuySale
Lucy Summersgill

Insider track record

Disclosed buys
2
Disclosed sells
7
Signal history

Closed purchases

Market purchases
2

Not enough history yet: 1 closed purchase, at least 2 are needed.

Purchases by company

Since each purchase

  • Filed 31 May 2022 · 1623 days ago · €24k
    +14.2%
    Entry £2.89 · Close at T+365 £3.30

Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.

Lucy Summersgill: trading record in brief

Lucy Summersgill is a declared insider of AJ Bell plc, with filings sourced from RNS (LSE). Between 11 December 2019 and 21 August 2024, the trades on record add up to 10 filings.

Market trades split into 2 purchases (€35k) and 7 sales (€5.9M). On balance, insiders were net sellers of €5.9M. Unlike grants, an open-market purchase is paid for by the insider, at the market price. 2024 to date brings no purchases and 2 sales.

The record was last updated on 22 August 2024 with an open-market sale (€2.3M) in AJ Bell plc. The most recent open-market purchase was published on 31 May 2022, 1,623 days ago. The median gap between a trade and its publication by RNS (LSE) is 3 days. The legal deadline for notifying a trade is three business days (UK MAR). Sales are harder to read than purchases, since they often meet personal needs such as tax or diversification. These figures are compiled from regulatory filings published by RNS (LSE). They describe what insiders did and are not a recommendation.

Companies and markets linked to Lucy Summersgill

Open company profiles for insider transactions, fundamentals and analyst consensus when available.

Declarations9 total
  • ▼
    PCA with Michael Summersgill, Chief Executive Officer/PDMRExecutivesAJ Bell plc
    2M GBP30RNS
    450,000 shares@ £4.446299.0% of flowLondon Stock ExchangeISIN GB00BFZNLB60RNS:5319634
  • ▼
    PCA with Michael Summersgill, Chief Executive Officer/PDMRExecutivesAJ Bell plc
    19,391 GBP25RNS
    5,000 shares@ £3.87831.0% of flowLondon Stock ExchangeISIN GB00BFZNLB60RNS:5201902-3
  • ▼
    PCA with Michael Summersgill, Chief Executive Officer/PDMRExecutivesAJ Bell plc
    366,194 GBP20FCA-NSM
    100,000 shares@ £3.66197.2% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:4601373-1
  • ▼
    PCA of Michael Thomas Summersgill Deputy CEO/PDMRExecutivesAJ Bell plc
    10,008 GBP34FCA-NSM
    3,842 shares@ £2.6050.2% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:4389882-2
  • ▲
    PCA of Michael Thomas Summersgill Deputy CEO/PDMRExecutivesAJ Bell plc
    19,999 GBP40FCA-NSM
    7,677 shares@ £2.6050.4% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:4389882-3
    Canonical exit: 24 Aug 2022 (T+90)
  • ●
    PCA with Deputy CEO/PDMRExecutivesAJ Bell plc
    0FCA-NSM
    350,000 sharesOutside a trading venueISIN GB00BFZNLB60FCA-NSM:4233100-0
  • ▼
    PCA with Michael Summersgill, Chief Financial Officer/PDMRExecutivesAJ Bell plc
    881,269 GBP28FCA-NSM
    202,718 shares@ £4.347329.1% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:3804102-4
  • ▼
    PCA with Michael Summersgill, Chief Financial Officer/PDMRExecutivesAJ Bell plc
    2M GBP29FCA-NSM
    420,000 shares@ £4.486435.5% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:3604359-3
  • ▼
    PCA with Michael Summersgill, Chief Financial Officer/PDMRExecutivesAJ Bell plc
    14,000 GBP25FCA-NSM
    3,500 shares@ £4.000.5% of flowLondon Stock ExchangeISIN GB00BFZNLB60FCA-NSM:LSE20191213143650_14348645_20200326185105729_15640-7

9 of 9 declarations