🇺🇸 SECGSK plcCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 22:37:48·⟳ 抓取 22:40:02 +2m14s·⚡ 决策 08-26 22:47:47 +7m45s·61.9 天前
GSK披露美国区总裁在补充储蓄计划内取得少量名义ADS
本次6-K仅披露高管储蓄计划内极小额名义ADS取得，不改变收入、利润、资本结构、控制权或股东回报预期，也不足以形成可交易的供需流。
📄 原文GSK plc↗ 原文
----- a2573s.htm ----- 6-K 1 a2573s.htm DIRECTOR/PDMR SHAREHOLDING a2573s UNITED STATES SECURITIES AND EXCHANGE COMMISS…
不做 GSK plc（GSK.US）
GSK plc（GSK.US）本次仅披露约477美元名义ADS计划内取得，既非基本面增量也非实质资本流，做多和做空都无edge。
不做 GSK plc（GSK.GB）
GSK plc（GSK.L）对应同一中性PDMR行政披露，没有独立可交易催化。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
事件是一手SEC披露，但核心事实只是GSK美国区总裁在计划账户内取得9.221份名义ADS，名义金额约477美元；同类PDMR持股通知近期反复出现，通常为行政披露而非主动大额增持，无法对GSK plc（GSK.US/GSK.L）形成正期望交易。
消息传播链
- GSK提交6-K，披露Maya Martinez-Davis于2026-08-24取得9.221份名义ADS。
主要风险
- 未完成内部工具的去重与案例库校验，但事件本身的法律阶段、金额和性质均指向非交易性披露。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-03-12 · 影响 weakens
检索到多次类似少量名义ADS取得披露，削弱把本次视为主动增持利好的解释。
检索:GSK Maya Martinez-Davis PDMR notional ADS Executive Supplemental Savings Plan prior filings 原文 ↗ - 做空前查反向 · 来源 web · 日期 2026-08-26 · 影响 none
本次披露没有减持、处罚、业绩下修、控制权变化或经营损害事实，不支持做空。
检索:GSK PDMR shareholding notional ADS acquisition negative catalyst 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例不足未改变结论；事件金额与性质本身已使GSK plc（GSK.US/GSK.L）不具备交易edge。
方向:未找到需要进入事件研究的高相似交易先例；同类PDMR小额名义持股通知更接近例行行政披露。
涨幅量级:金额仅约477美元，相对GSK规模没有可测短线幅度。
形态:近期已有多次类似GSK PDMR名义ADS取得披露，未体现独立基本面催化属性。
原文全文
展开原文 · 2,295 字
----- a2573s.htm -----
6-K
1
a2573s.htm
DIRECTOR/PDMR SHAREHOLDING
a2573s
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the
month of August 2026
Commission
File Number 001-15170
GSK plc
(Translation
of registrant's name into English)
79 New Oxford Street, London, WC1A 1DG
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form
20-F . . . .X. . . . Form 40-F . . . . . . . .
GSK plc
(the
'Company')
Transaction notification
1.
Details of PDMR/person closely associated with them
('PCA')
a)
Name
Maya Martinez-Davis
b)
Position/status
President, US
c)
Initial
notification/amendment
Initial notification
2.
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
a)
Name
GSK plc
b)
LEI
5493000HZTVUYLO1D793
3.
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 transaction(s) has been
conducted
a)
Description
of the financial instrument
American Depositary Shares ('ADS')
ISIN: US37733W2044
b)
Nature
of the transaction
Acquisition of notional ADS within Ms Martinez-Davis's GSK
Executive Supplemental Savings Plan account
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
$51.7800
9.221
d)
Aggregated
information
N/A (single transaction)
Aggregated
volume
Price
e)
Date
of the transaction
2026-08-24
f)
Place
of the transaction
New York Stock Exchange (XNYS)
About GSK
GSK is a global biopharma company with a purpose to unite science,
technology, and talent to get ahead of disease together. Find out
more at
www.gsk.com
.
Registered in England & Wales:
No.
3888792
Registered Office:
79
New Oxford Street
London
WC1A
1DG
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
GSK plc
(Registrant)
Date: August
26, 2026
By:/s/ VICTORIA
WHYTE
--------------------------
Victoria Whyte
Authorised
Signatory for and on
behalf
of GSK plc
6-K
1
a2573s.htm
DIRECTOR/PDMR SHAREHOLDING
a2573s
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
Form 6-K
REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR
15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934
For the
month of August 2026
Commission
File Number 001-15170
GSK plc
(Translation
of registrant's name into English)
79 New Oxford Street, London, WC1A 1DG
(Address
of principal executive office)
Indicate
by check mark whether the registrant files or will file annual
reports under cover of Form 20-F or Form 40-F.
Form
20-F . . . .X. . . . Form 40-F . . . . . . . .
GSK plc
(the
'Company')
Transaction notification
1.
Details of PDMR/person closely associated with them
('PCA')
a)
Name
Maya Martinez-Davis
b)
Position/status
President, US
c)
Initial
notification/amendment
Initial notification
2.
Details of the issuer, emission allowance market participant,
auction platform, auctioneer or auction monitor
a)
Name
GSK plc
b)
LEI
5493000HZTVUYLO1D793
3.
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 transaction(s) has been
conducted
a)
Description
of the financial instrument
American Depositary Shares ('ADS')
ISIN: US37733W2044
b)
Nature
of the transaction
Acquisition of notional ADS within Ms Martinez-Davis's GSK
Executive Supplemental Savings Plan account
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
$51.7800
9.221
d)
Aggregated
information
N/A (single transaction)
Aggregated
volume
Price
e)
Date
of the transaction
2026-08-24
f)
Place
of the transaction
New York Stock Exchange (XNYS)
About GSK
GSK is a global biopharma company with a purpose to unite science,
technology, and talent to get ahead of disease together. Find out
more at
www.gsk.com
.
Registered in England & Wales:
No.
3888792
Registered Office:
79
New Oxford Street
London
WC1A
1DG
SIGNATURES
Pursuant
to the requirements of the Securities Exchange Act of 1934, the
registrant has duly caused this report to be signed on its behalf
by the undersigned, thereunto duly authorised.
GSK plc
(Registrant)
Date: August
26, 2026
By:/s/ VICTORIA
WHYTE
--------------------------
Victoria Whyte
Authorised
Signatory for and on
behalf
of GSK plc
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