{"success":true,"data":{"pressRelease":{"id":"149836","rtpr_id":"nBwblnwy3a-20260922","ticker":"EZJ","exchange":"LSE","all_tickers":["EZJ"],"title":"REG-Farallon Capital Management, L.L.C. Form 8.3","author":"Business Wire","published_at":"2026-09-22T13:30:00.182Z","article_body":"Form 8.3\n\n \n\nFORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n (a) Full name of discloser: Farallon Capital Management, L.L.C. (on behalf of funds managed jointly with \n Farallon Capital Europe LLP and Farallon Partners, L.L.C.) \n (b) Owner or controller of interests and short positions disclosed, if   \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form easyJet plc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this   \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 21 September 2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making n/a \n disclosures in respect of any other party to the offer? \n \n \n \nIf it is a cash offer or possible cash offer, state “N/A” \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n(a) Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: 27 2/7p ordinary \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n Number % Number % \n (1) Relevant securities owned and/or controlled:         \n (2) Cash-settled derivatives: 15,647,845 2.06%     \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n   15,647,845 2.06%     \n \n \n \nTOTAL: \n\n\nAll interests and all short positions should be disclosed.\n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\n Class of relevant security in relation to which subscription right exists:   \n Details, including nature of the rights concerned and relevant percentages:   \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n         \n\n\n(b) Cash-settled derivative transaction\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n 27 2/7p ordinary CFD Increasing a long position 190,869 6.7000 \n 27 2/7p ordinary CFD Increasing a long position 2,250 6.7060 \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, selling, purchasing or varying\n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n                 \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n           \n \n \n \n  \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n         \n \n \n \n  \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? NO \n\n Date of disclosure: 22 September 2026 \n Contact name: Caitlin Shreve \n Telephone number: +1 415 421 2132 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service and must also be emailed to the Takeover Panel at\nmonitoring@disclosure.org.uk (mailto:monitoring@disclosure.org.uk) . The\nPanel’s Market Surveillance Unit is available for consultation in relation\nto the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54608507&newsitemid=20260922273867&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=efbe743aec70873ac4871eb26f1f16b6)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260922273867/en/\n(https://www.businesswire.com/news/home/20260922273867/en/)\n\nFarallon Capital Management, L.L.C.\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBwblnwy3a-20260922","title":"REG-Farallon Capital Management, L.L.C. Form 8.3","author":"Business Wire","ticker":"EZJ","created":"2026-09-22T13:30:00.182Z","tickers":["EZJ"],"exchange":"LSE","article_body":"Form 8.3\n\n \n\nFORM 8.3\n\nPUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY\n\nA PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE\n\nRule 8.3 of the Takeover Code (the “Code”)\n\n1. KEY INFORMATION\n (a) Full name of discloser: Farallon Capital Management, L.L.C. (on behalf of funds managed jointly with \n Farallon Capital Europe LLP and Farallon Partners, L.L.C.) \n (b) Owner or controller of interests and short positions disclosed, if   \n different from 1(a): \n \n \n \nThe naming of nominee or vehicle companies is insufficient. For a trust, the \n trustee(s), settlor and beneficiaries must be named. \n (c) Name of offeror/offeree in relation to whose relevant securities this form easyJet plc \n relates: \n \n \n \nUse a separate form for each offeror/offeree \n (d) If an exempt fund manager connected with an offeror/offeree, state this   \n and specify identity of offeror/offeree: \n (e) Date position held/dealing undertaken: 21 September 2026 \n \n \n \nFor an opening position disclosure, state the latest practicable date prior to \n the disclosure \n (f) In addition to the company in 1(c) above, is the discloser making n/a \n disclosures in respect of any other party to the offer? \n \n \n \nIf it is a cash offer or possible cash offer, state “N/A” \n\n\n2. POSITIONS OF THE PERSON MAKING THE DISCLOSURE\n\nIf there are positions or rights to subscribe to disclose in more than one\nclass of relevant securities of the offeror or offeree named in 1(c), copy\ntable 2(a) or (b) (as appropriate) for each additional class of relevant\nsecurity.\n\n(a) Interests and short positions in the relevant securities of the offeror or\nofferee to which the disclosure relates following the dealing (if any)\n Class of relevant security: 27 2/7p ordinary \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n Number % Number % \n (1) Relevant securities owned and/or controlled:         \n (2) Cash-settled derivatives: 15,647,845 2.06%     \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n   15,647,845 2.06%     \n \n \n \nTOTAL: \n\n\nAll interests and all short positions should be disclosed.\n\nDetails of any open stock-settled derivative positions (including traded\noptions), or agreements to purchase or sell relevant securities, should be\ngiven on a Supplemental Form 8 (Open Positions).\n\n(b) Rights to subscribe for new securities (including directors’ and other\nemployee options)\n Class of relevant security in relation to which subscription right exists:   \n Details, including nature of the rights concerned and relevant percentages:   \n\n\n3. DEALINGS (IF ANY) BY THE PERSON MAKING THE DISCLOSURE\n\nWhere there have been dealings in more than one class of relevant securities\nof the offeror or offeree named in 1(c), copy table 3(a), (b), (c) or (d) (as\nappropriate) for each additional class of relevant security dealt in.\n\nThe currency of all prices and other monetary amounts should be stated.\n\n(a) Purchases and sales\n Class of relevant security Purchase/sale Number of securities Price per unit \n \n \n \n  \n         \n\n\n(b) Cash-settled derivative transaction\n Class of relevant security Product description Nature of dealing Number of reference securities Price per unit \n \n \n \n \ne.g. CFD \ne.g. opening/closing a long/short position, increasing/reducing a long/short \n position \n 27 2/7p ordinary CFD Increasing a long position 190,869 6.7000 \n 27 2/7p ordinary CFD Increasing a long position 2,250 6.7060 \n\n\n(c) Stock-settled derivative transactions (including options)\n\n(i) Writing, selling, purchasing or varying\n Class of relevant security Product description e.g. call option Writing, purchasing, selling, varying etc. Number of securities to which option relates Exercise price per unit Type Expiry date Option money paid/ received per unit \n \n \n \ne.g. American, European etc. \n                 \n\n\n(ii) Exercise\n Class of relevant security Product description Exercising/ exercised against Number of securities Exercise price per unit \n \n \n \ne.g. call option \n           \n \n \n \n  \n\n\n(d) Other dealings (including subscribing for new securities)\n Class of relevant security Nature of dealing Details Price per unit (if applicable) \n \n \n \ne.g. subscription, conversion \n         \n \n \n \n  \n\n\n4. OTHER INFORMATION\n\n(a) Indemnity and other dealing arrangements\n Details of any indemnity or option arrangement, or any agreement or \n understanding, formal or informal, relating to relevant securities which may \n be an inducement to deal or refrain from dealing entered into by the person \n making the disclosure and any party to the offer or any person acting in \n concert with a party to the offer: \n \n \n \nIrrevocable commitments and letters of intent should not be included. If there \n are no such agreements, arrangements or understandings, state “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(b) Agreements, arrangements or understandings relating to options or\nderivatives\n Details of any agreement, arrangement or understanding, formal or informal, \n between the person making the disclosure and any other person relating to: \n \n \n \n(i) the voting rights of any relevant securities under any option; or \n \n \n \n(ii) the voting rights or future acquisition or disposal of any relevant \n securities to which any derivative is referenced: \n \n \n \nIf there are no such agreements, arrangements or understandings, state \n “none” \n   \n \n \n \nNone \n \n \n \n  \n\n\n(c) Attachments\n Is a Supplemental Form 8 (Open Positions) attached? NO \n\n Date of disclosure: 22 September 2026 \n Contact name: Caitlin Shreve \n Telephone number: +1 415 421 2132 \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service and must also be emailed to the Takeover Panel at\nmonitoring@disclosure.org.uk (mailto:monitoring@disclosure.org.uk) . The\nPanel’s Market Surveillance Unit is available for consultation in relation\nto the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\nThe Code can be viewed on the Panel’s website at www.thetakeoverpanel.org.uk\n(https://cts.businesswire.com/ct/CT?id=smartlink&url=http%3A%2F%2Fwww.thetakeoverpanel.org.uk&esheet=54608507&newsitemid=20260922273867&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=efbe743aec70873ac4871eb26f1f16b6)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20260922273867/en/\n(https://www.businesswire.com/news/home/20260922273867/en/)\n\nFarallon Capital Management, L.L.C.\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-09-22T13:30:00.233589576Z","server_sent_at_ms":1790083800233},"received_at":"2026-09-22T13:30:00.323Z","source_url":"https://www.businesswire.com/news/home/20260922273867/en/"},"analysis":{"id":"138525","press_release_id":"149836","analysis_json":{"industry":{"label":"Airlines","sector":"Industrials"},"redFlags":[],"eventType":"regulatory","narrative":"Farallon Capital Management filed a Rule 8.3 Takeover Code disclosure revealing a 2.06% position (15,647,845 shares) in easyJet via cash-settled derivatives, dated 21 September 2026.\n\nThe form shows Farallon increased its long exposure on that date, buying CFDs referencing 190,869 shares at £6.7000 and 2,250 shares at £6.7060.\n\nThe disclosure indicates a major hedge fund is building conviction long exposure in easyJet amid the live takeover situation; the filing itself is routine regulatory disclosure with no stated irrevocable commitments or voting arrangements.","sentiment":"bullish","agentHooks":{"shouldPost":false,"suggestedAngle":"Farallon accumulating a 2.06% derivative long in easyJet via CFDs at ~£6.70 during the takeover situation."},"keyFigures":{"customDimensions":{"position_pct":"2.06%","cfd_purchases":"190,869 @ GBP 6.7000 and 2,250 @ GBP 6.7060","cash_settled_derivative_position":15647845}},"namedEntities":{"people":[{"name":"Caitlin Shreve","role":"disclosure contact, Farallon Capital Management"}],"products":["CFD (cash-settled derivative)"],"companies":[{"name":"Farallon Capital Management, L.L.C.","ticker":"","relationship":"discloser / position holder"},{"name":"easyJet plc","ticker":"EZJ","relationship":"offeree/offeree securities referenced"},{"name":"Farallon Capital Europe LLP","relationship":"affiliated manager"},{"name":"Farallon Partners, L.L.C.","relationship":"affiliated manager"}],"dollarAmounts":[]},"materialImpact":{"score":2,"reasoning":"Routine Rule 8.3 Takeover Code position disclosure, but it reveals Farallon holding a 2.06% cash-settled derivative long in easyJet and actively increasing that position via CFD purchases at ~£6.70 — a signal of institutional conviction during a takeover situation."},"tickerRelevance":{"others":[],"primary":"EZJ"},"globalImportance":25,"audienceRelevance":25,"eventTypeSecondary":[],"importanceComponents":{"tickerTier":"mid-cap UK listed","signalValue":"activist/hedge-fund long build during offer period","eventGravity":"takeover-code position disclosure","issuerAuthored":false}},"event_type":"regulatory","event_type_secondary":null,"sentiment":"bullish","material_impact_score":2,"narrative":"Farallon Capital Management filed a Rule 8.3 Takeover Code disclosure revealing a 2.06% position (15,647,845 shares) in easyJet via cash-settled derivatives, dated 21 September 2026.\n\nThe form shows Farallon increased its long exposure on that date, buying CFDs referencing 190,869 shares at £6.7000 and 2,250 shares at £6.7060.\n\nThe disclosure indicates a major hedge fund is building conviction long exposure in easyJet amid the live takeover situation; the filing itself is routine regulatory disclosure with no stated irrevocable commitments or voting arrangements.","key_figures":{"customDimensions":{"position_pct":"2.06%","cfd_purchases":"190,869 @ GBP 6.7000 and 2,250 @ GBP 6.7060","cash_settled_derivative_position":15647845}},"named_entities":{"people":[{"name":"Caitlin Shreve","role":"disclosure contact, Farallon Capital Management"}],"products":["CFD (cash-settled derivative)"],"companies":[{"name":"Farallon Capital Management, L.L.C.","ticker":"","relationship":"discloser / position holder"},{"name":"easyJet plc","ticker":"EZJ","relationship":"offeree/offeree securities referenced"},{"name":"Farallon Capital Europe LLP","relationship":"affiliated manager"},{"name":"Farallon Partners, L.L.C.","relationship":"affiliated manager"}],"dollarAmounts":[]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-09-22T17:05:46.118Z","global_importance":25,"audience_relevance":25,"importance_components":{"tickerTier":"mid-cap UK listed","signalValue":"activist/hedge-fund long build during offer period","eventGravity":"takeover-code position disclosure","issuerAuthored":false}},"durationMs":7962,"modelName":"glm-5.3-flash"}}