{"success":true,"data":{"pressRelease":{"id":"158436","rtpr_id":"nBw12XFVa-20261001","ticker":"PLD","exchange":"NYSE","all_tickers":["PLD"],"title":"REG-Charles Schwab Investment Management, Inc. Form 8.3","author":"Business Wire","published_at":"2026-10-01T14:04:00.121Z","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: Charles Schwab Investment Management, Inc. (CSIM) in its capacity as \n investment advisor to clients. CSIM expressly disclaims beneficial ownership \n of the shares described in this form 8.3. \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 Prologis, Inc. \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: September 30, 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 YES \n disclosures in respect of any other party to the offer? \n \n \n \nSEGRO plc \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\n 1. 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: common stock ISIN US74340W1036 \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled:     3 0 \n \n \n \n \n13,065,440.00 \n1.37 \n \n \n \n  \n \n \n \n  \n (2) Cash-settled derivatives:         \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n     1.37 3 0 \n \n \n \n \nTOTAL: \n13,065,440.00 \n \n \n \n  \n \n \n \n  \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 \n \n  \n \n \n \n  \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 Ordinary Sale 48 129.84 USD \n Ordinary Purchase 212 129.84 USD \n Ordinary Purchase 212 129.84 USD \n Ordinary Purchase 140 129.84 USD \n Ordinary Purchase 1,027 129.84 USD \n Ordinary Purchase 99 129.84 USD \n Ordinary Sale 216 129.84 USD \n Ordinary Sale 600 129.84 USD \n Ordinary Sale 1,100 129.84 USD \n Ordinary Purchase 72 129.84 USD \n Ordinary Purchase 173 130.55 USD \n Ordinary Purchase 38 130.55 USD \n Ordinary Sale 5 130.63 USD \n Ordinary Sale 4 120.52 USD \n Ordinary Purchase 12 130.55 USD \n Ordinary Sale 3 130.63 USD \n Ordinary Sale 3 130.63 USD \n Ordinary Deposit 43   \n Ordinary Deposit 31   \n Ordinary In Kind Adj 16   \n\n\n(b) Cash-settled derivative transactions\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           \n \n \n \n  \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: October 1, 2026 \n Contact name: Jessica Seidlitz \n Telephone number: +1 720-798-4904 \n \n \n \n  \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel’s\nMarket Surveillance Unit.\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=54614465&newsitemid=20261001938043&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=7cc96ad8022924edbeee05b50e1517db)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20261001938043/en/\n(https://www.businesswire.com/news/home/20261001938043/en/)\n\nCharles Schwab Investment Management, Inc.\n\n\nCopyright Business Wire 2026","article_body_html":"","raw_payload":{"data":{"id":"nBw12XFVa-20261001","title":"REG-Charles Schwab Investment Management, Inc. Form 8.3","author":"Business Wire","ticker":"PLD","created":"2026-10-01T14:04:00.121Z","tickers":["PLD"],"exchange":"NYSE","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: Charles Schwab Investment Management, Inc. (CSIM) in its capacity as \n investment advisor to clients. CSIM expressly disclaims beneficial ownership \n of the shares described in this form 8.3. \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 Prologis, Inc. \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: September 30, 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 YES \n disclosures in respect of any other party to the offer? \n \n \n \nSEGRO plc \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\n 1. 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: common stock ISIN US74340W1036 \n \n \n \n  \n   Interests Short positions \n \n \n \n  \n   Number % Number % \n (1) Relevant securities owned and/or controlled:     3 0 \n \n \n \n \n13,065,440.00 \n1.37 \n \n \n \n  \n \n \n \n  \n (2) Cash-settled derivatives:         \n \n \n \n  \n (3) Stock-settled derivatives (including options) and agreements to         \n purchase/sell: \n     1.37 3 0 \n \n \n \n \nTOTAL: \n13,065,440.00 \n \n \n \n  \n \n \n \n  \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 \n \n  \n \n \n \n  \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 Ordinary Sale 48 129.84 USD \n Ordinary Purchase 212 129.84 USD \n Ordinary Purchase 212 129.84 USD \n Ordinary Purchase 140 129.84 USD \n Ordinary Purchase 1,027 129.84 USD \n Ordinary Purchase 99 129.84 USD \n Ordinary Sale 216 129.84 USD \n Ordinary Sale 600 129.84 USD \n Ordinary Sale 1,100 129.84 USD \n Ordinary Purchase 72 129.84 USD \n Ordinary Purchase 173 130.55 USD \n Ordinary Purchase 38 130.55 USD \n Ordinary Sale 5 130.63 USD \n Ordinary Sale 4 120.52 USD \n Ordinary Purchase 12 130.55 USD \n Ordinary Sale 3 130.63 USD \n Ordinary Sale 3 130.63 USD \n Ordinary Deposit 43   \n Ordinary Deposit 31   \n Ordinary In Kind Adj 16   \n\n\n(b) Cash-settled derivative transactions\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           \n \n \n \n  \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: October 1, 2026 \n Contact name: Jessica Seidlitz \n Telephone number: +1 720-798-4904 \n \n \n \n  \n\n\nPublic disclosures under Rule 8 of the Code must be made to a Regulatory\nInformation Service.\n\nThe Panel’s Market Surveillance Unit is available for consultation in\nrelation to the Code’s disclosure requirements on +44 (0)20 7638 0129.\n\n*If the discloser is a natural person, a telephone number does not need to be\nincluded, provided contact information has been provided to the Panel’s\nMarket Surveillance Unit.\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=54614465&newsitemid=20261001938043&lan=en-US&anchor=www.thetakeoverpanel.org.uk&index=1&md5=7cc96ad8022924edbeee05b50e1517db)\n.\n\n\n\nView source version on businesswire.com:\nhttps://www.businesswire.com/news/home/20261001938043/en/\n(https://www.businesswire.com/news/home/20261001938043/en/)\n\nCharles Schwab Investment Management, Inc.\n\n\nCopyright Business Wire 2026"},"type":"article","timestamp":"2026-10-01T14:04:00.173451397Z","server_sent_at_ms":1790863440173},"received_at":"2026-10-01T14:04:00.327Z","source_url":"https://www.businesswire.com/news/home/20261001938043/en/"},"analysis":{"id":"147063","press_release_id":"158436","analysis_json":{"industry":{"label":"Industrial REITs","sector":"Real Estate"},"redFlags":["Rule 8.3 filing implies an active UK Takeover Code offer situation involving Prologis and SEGRO plc; offer terms not disclosed in this release"],"eventType":"regulatory","narrative":"Charles Schwab Investment Management filed a UK Takeover Code Rule 8.3 disclosure on its position in Prologis, holding 13,065,440 common shares, or 1.37% of the relevant securities as of September 30, 2026.\n\nThe filing lists routine small-lot purchases and sales between $120.52 and $130.63 per share, with no cash-settled or stock-settled derivative positions and no indemnity or voting arrangements.\n\nCSIM discloses it is also making disclosures in respect of SEGRO plc, confirming a takeover-code offer scenario involving both parties, though the form contains no new offer terms.","sentiment":"neutral","agentHooks":{"shouldPost":false,"suggestedAngle":"Passive index-manager Rule 8.3 filing -- boilerplate, but note the SEGRO/Prologis offer linkage for M&A watchlists."},"keyFigures":{"customDimensions":{"shares_owned":13065440,"ownership_percent":"1.37%"}},"namedEntities":{"people":[{"name":"Jessica Seidlitz","role":"disclosure contact"}],"products":[],"companies":[{"name":"Prologis, Inc.","ticker":"PLD","relationship":"offeree/subject of disclosure"},{"name":"Charles Schwab Investment Management, Inc.","relationship":"discloser/investment advisor"},{"name":"SEGRO plc","relationship":"other party to the offer"}],"dollarAmounts":[{"amount":"129.84 USD","context":"price per unit in ordinary share dealings"},{"amount":"130.55 USD","context":"price per unit in ordinary share purchases"},{"amount":"130.63 USD","context":"price per unit in ordinary share sales"},{"amount":"120.52 USD","context":"price per unit in a 4-share ordinary sale"}]},"materialImpact":{"score":2,"reasoning":"Routine UK Takeover Code Rule 8.3 position disclosure by Charles Schwab Investment Management showing a passive 1.37% interest in Prologis with immaterial small-lot dealings. The form's existence implies a takeover-code offer scenario involving Prologis (and SEGRO plc), but the disclosure itself contains no new offer terms or company decisions."},"tickerRelevance":{"others":[],"primary":"PLD"},"globalImportance":12,"audienceRelevance":15,"eventTypeSecondary":["other"],"importanceComponents":{"tickerTier":"large-cap","eventGravity":"routine-position-disclosure","mAndAContext":true,"issuerAuthored":false}},"event_type":"regulatory","event_type_secondary":["other"],"sentiment":"neutral","material_impact_score":2,"narrative":"Charles Schwab Investment Management filed a UK Takeover Code Rule 8.3 disclosure on its position in Prologis, holding 13,065,440 common shares, or 1.37% of the relevant securities as of September 30, 2026.\n\nThe filing lists routine small-lot purchases and sales between $120.52 and $130.63 per share, with no cash-settled or stock-settled derivative positions and no indemnity or voting arrangements.\n\nCSIM discloses it is also making disclosures in respect of SEGRO plc, confirming a takeover-code offer scenario involving both parties, though the form contains no new offer terms.","key_figures":{"customDimensions":{"shares_owned":13065440,"ownership_percent":"1.37%"}},"named_entities":{"people":[{"name":"Jessica Seidlitz","role":"disclosure contact"}],"products":[],"companies":[{"name":"Prologis, Inc.","ticker":"PLD","relationship":"offeree/subject of disclosure"},{"name":"Charles Schwab Investment Management, Inc.","relationship":"discloser/investment advisor"},{"name":"SEGRO plc","relationship":"other party to the offer"}],"dollarAmounts":[{"amount":"129.84 USD","context":"price per unit in ordinary share dealings"},{"amount":"130.55 USD","context":"price per unit in ordinary share purchases"},{"amount":"130.63 USD","context":"price per unit in ordinary share sales"},{"amount":"120.52 USD","context":"price per unit in a 4-share ordinary sale"}]},"model_name":"glm-5.3-flashx","prompt_hash":"sha256:727b4b9429a443af","schema_hash":"sha256:05005c02d9cffac9","created_at":"2026-10-01T14:04:06.938Z","global_importance":12,"audience_relevance":15,"importance_components":{"tickerTier":"large-cap","eventGravity":"routine-position-disclosure","mAndAContext":true,"issuerAuthored":false}},"durationMs":6598,"modelName":"glm-5.3-flashx"}}