event-trade登录编辑
🇺🇸 SECGSK plcDoubao · 实盘不做把握 9/10不做原因:无增量信息
北京时间·🕒 发布 23:42:41·⟳ 抓取 23:43:06 +25s·⚡ 决策 10-14 23:44:23 +1m17s·12.9 天前

GSK高管6-K仅披露股息再投资形成的小额常规持股增加,无实质交易催化

该6-K是程序性PDMR持股披露,交易由此前已发生的派息及计划内股息再投资触发,不含市场未知的经营、财务、监管或控制权增量信息。

📄 原文GSK plc↗ 原文
----- a0034z.htm ----- 6-K 1 a0034z.htm DIRECTOR/PDMR SHAREHOLDING a0034z UNITED STATES SECURITIES AND EXCHANGE COMMISS…
不做 GSK plc(GSK.GB)
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

GSK多名高管的普通股和ADS增加均来自延期年度奖金计划或绩效股份计划中的股息再投资,而非主动市场化增持。交易规模很小且属于合规备案,不具备多空edge。

🔎 新鲜度:最早出现 2026-10-14 · 扩散 low · price-in 风险 low ↗

关键理由

  • 交易机制明确为股息再投资,不能解读为管理层基于个股判断的自愿增持。
  • 披露规模仅约1.13万股普通股和约543份ADS,相对GSK的大盘股市值及日常流动性没有资金面或信号面意义。

主要风险

  • 若同一时段另有独立的GSK业绩、药物监管或重大公司行动披露,本判断不覆盖那些独立催化。
  • 市场参与者可能只关注“高管持股增加”的标题而误读为内部人买入,但备案正文已明确其为股息再投资。

先例如何影响了这次决策

对本次决策的影响:未因历史交易改变标的、方向或仓位;结论直接由事件性质和materiality决定。

方向:未使用历史先例,因为当前事件是无基本面增量的程序性内部人持股备案,方向本身为中性。

涨幅量级:不存在需要校准的多空波动幅度。

形态:不适用;备案文本直接说明交易机制为股息再投资。

原文全文

展开原文 · 13,581 字
----- a0034z.htm -----
6-K
1
a0034z.htm
DIRECTOR/PDMR SHAREHOLDING
a0034z
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 October 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
Luke Miels
b)
Position/status
Chief Executive Officer
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
756
£17.3550
379
£17.3550
278
d)
Aggregated
information
Aggregated
volume
Price
1,413
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Julie Brown
b)
Position/status
Chief Financial Officer
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
607
£17.3550
707
£17.3550
549
d)
Aggregated
information
Aggregated
volume
Price
1,863
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
James Ford
b)
Position/status
SVP and Group General Counsel, Legal and Compliance
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
406
£17.3550
246
£17.3550
131
d)
Aggregated
information
Aggregated
volume
Price
783
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Shobie Ramakrishnan
b)
Position/status
Chief Digital and Technology Officer
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
Increase in notional interest in ADS following the re-investment of
dividends paid to shareholders on 8 October 2026 on ADS held in the
Company’s Deferred Annual Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
$46.5400
188
$46.5400
113
$46.5400
63
d)
Aggregated
information
Aggregated
volume
Price
364
$46.5400
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
New York Stock Exchange (XNYS)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
David Redfern
b)
Position/status
President, Corporate Development
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
481
£17.3550
219
£17.3550
194
d)
Aggregated
information
Aggregated
volume
Price
894
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Regis Simard
b)
Position/status
President, Global Supply Chain
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
579
£17.3550
321
£17.3550
203
d)
Aggregated
information
Aggregated
volume
Price
1,103
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Philip Thomson
b)
Position/status
President, Global Affairs
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
324
£17.3550
195
£17.3550
141
d)
Aggregated
information
Aggregated
volume
Price
660
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Deborah Waterhouse
b)
Position/status
CEO, ViiV Healthcare and President, Global Health, GSK
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
501
£17.3550
302
£17.3550
184
d)
Aggregated
information
Aggregated
volume
Price
987
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Tony Wood
b)
Position/status
Chief Scientific Officer
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Increase in notional interest in Ordinary Shares following the
re-investment of dividends paid to shareholders on 8 October 2026
on Ordinary Shares held in the Company’s Deferred Annual
Bonus Plan
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
618
£17.3550
281
£17.3550
258
d)
Aggregated
information
Aggregated
volume
Price
1,157
£17.3550
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
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 ADS following the re-investment of dividends paid to
shareholders on 8 October 2026
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
$46.5400
179.308
d)
Aggregated
information
Aggregated
volume
Price
N/A (single transaction)
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
New York Stock Exchange (XNYS)
1.
Details of PDMR/person closely associated with them
(‘PCA’)
a)
Name
Julie Brown
b)
Position/status
Chief Financial Officer
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
Ordinary shares of 31 ¼ pence each (‘Ordinary
Shares’)
ISIN: GB00BN7SWP63
b)
Nature
of the transaction
Acquisition of Ordinary Shares following the re-investment of
dividends paid to shareholders on 8 October 2026 on Ordinary Shares
held in the Company’s Performance Share Plan subject to a
2-year holding period
c)
Price(s)
and volume(s)
Price(s)
Volume(s)
£17.3550
2,409.639
d)
Aggregated
information
Aggregated
volume
Price
N/A (single transaction)
e)
Date
of the transaction
2026-10-12
f)
Place
of the transaction
London Stock Exchange (XLON)
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: October
14, 2026
By:/s/ VICTORIA
WHYTE
--------------------------
Victoria Whyte
Authorised
Signatory for and on
behalf
of GSK plc

决策记录链 · 只追加

每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。

  1. 16de60d5c2 · 2026-10-14 23:44 · doubao / doubao-seed-evolving-latest-version · 策略包 2226518bfdee当前