{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/AIM/HSM",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# HEATH (SAMUEL) & SONS PLC (AIM: HSM) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is HEATH (SAMUEL) & SONS PLC, listed on AIM under ticker HSM, with ISIN GB0004178710 and LEI 213800LZPSLF8Z5NQS39. Its security type is Corporate, its segment is ASX1, its sector is Construction and Materials [501010], and its jurisdiction is United Kingdom (GB). The record holds its status as listed, not halted.\n\n## The disclosure read\n\nThe record holds 7 filings on 7 filing days in the twelve months to 2026-11-06. The filings are 2 financial statement, 2 director dealing, 1 AGM record date, 1 change of officer and 1 regulatory announcement. The median gap between filing days is 48.5 days. The latest filing is dated 2026-10-15 and is a change of officer, 22 days before the record date. The AIM exchange median is 33.5 filings, a cadence gap of 7.0 days and a latency of 4 days across 594 issuers. The sector median is 42.5 filings, a cadence gap of 6.0 days and a latency of 3.0 days across 36 issuers. The issuer's 7 filings are below the exchange median and the sector median of filings.\n\n## Auditor\n\nThe auditor of record is RSM UK Audit LLP. Its location is not on the record. The record does not carry auditor changes for this register.\n\n## Events and halts\n\nThe record does not carry listing, delisting, name change, domicile change or segment move dates for this register. The halt flag is listed, not halted.\n\n## Orderability\n\nFor the elective professional client category, the signal is ACM-200 and the outcome is determinable. For the eligible counterparty category, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read. The count is 0.\n\n## Open research\n\nNo openly published research notes were found. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe issuer's years sealed in the store are 2021, 2022, 2023, 2024, 2025 and 2026, but these are not served as of a date. The market's vintage is not sealed, and the earliest sealed date of the market is not on the record. The live record began on 2026-09-11. The as-of door answers not_sealed.\n\n## Sources\n\n10 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (identity.exchange)\n- https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/HSM (identity.isin)\n- https://api.gleif.org/api/v1/lei-records/213800LZPSLF8Z5NQS39 (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://www.londonstockexchange.com/stock/HSM/heath-samuel-sons-plc/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/AIM/HSM (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://www.samuel-heath.com/app/uploads/sites/3/2025/07/annual-report-and-accounts-yr-ended-31-03-21.pdf (the auditor)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.uk-cm-kg.ai/record/AIM/HSM (the record)\n",
 "market": "UK",
 "node": "uk-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-11",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the UK store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "read_by": "Tavily regex",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.samuel-heath.com/app/uploads/sites/3/2025/07/annual-report-and-accounts-yr-ended-31-03-21.pdf",
    "state": "sourced",
    "value": "RSM UK Audit LLP"
   },
   "auditor_firm_id": {
    "market": "UK",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "UK",
    "state": "not_on_record"
   },
   "changes": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "uk-cm-kg/AIM/HSM",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 594,
     "median_cadence_gap_days": 7,
     "median_filings": 33.5,
     "median_latency_days": 4,
     "name": "AIM"
    },
    "sector": {
     "issuers": 36,
     "median_cadence_gap_days": 6,
     "median_filings": 42.5,
     "median_latency_days": 3,
     "name": "Construction and Materials  [501010]"
    }
   },
   "by_type": {
    "agm_record_date": 1,
    "ch_officer_change": 1,
    "director_dealing": 2,
    "financial_statement": 2,
    "regulatory_announcement": 1
   },
   "cadence_median_gap_days": 48.5,
   "filing_days": 7,
   "filings": 7,
   "latency_days": 22,
   "latest": [
    {
     "category": null,
     "date": "2026-10-15",
     "source": "https://find-and-update.company-information.service.gov.uk/company/00031942/filing-history/MzU1MTEzOTQwOWFkaXF6a2N4/document?format=pdf&download=0",
     "title": "appoint person director company with name date — Mr Sarn Roger Lloyd; 2026-10-15",
     "type": "ch_officer_change"
    },
    {
     "category": null,
     "date": "2026-10-13",
     "source": "https://www.investegate.co.uk/announcement/rns/heath-samuel-sons--hsm/directorate-change/9819171",
     "title": "Directorate change",
     "type": "director_dealing"
    },
    {
     "category": null,
     "date": "2026-09-03",
     "source": "https://www.investegate.co.uk/announcement/rns/heath-samuel-sons--hsm/result-of-agm/9755049",
     "title": "Result of AGM",
     "type": "agm_record_date"
    },
    {
     "category": null,
     "date": "2026-07-28",
     "source": "https://www.investegate.co.uk/announcement/rns/heath-samuel-sons--hsm/final-results-notice-of-agm-dividend/9689942",
     "title": "Final Results, Notice of AGM & Dividend",
     "type": "financial_statement"
    },
    {
     "category": null,
     "date": "2026-04-01",
     "source": "https://www.investegate.co.uk/announcement/rns/heath-samuel-sons--hsm/directorate-change/9501897",
     "title": "Directorate change",
     "type": "director_dealing"
    }
   ],
   "latest_filing_date": "2026-10-15",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.uk-cm-kg.ai/events/AIM/HSM",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=AIM, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "AIM"
   },
   "isin": {
    "read_by": "LSE instrument reference record (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/HSM",
    "state": "confirmed",
    "value": "GB0004178710"
   },
   "jurisdiction": {
    "read_by": "GLEIF LEI record (LEI per the LEI column)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/213800LZPSLF8Z5NQS39",
    "state": "sourced",
    "value": "United Kingdom (GB)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN GB0004178710)",
    "state": "sourced",
    "value": "213800LZPSLF8Z5NQS39"
   },
   "name": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=AIM, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "HEATH (SAMUEL) & SONS PLC"
   },
   "sector": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/HSM/heath-samuel-sons-plc/company-page",
    "state": "sourced",
    "value": "Construction and Materials  [501010]"
   },
   "security_type": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=AIM, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=AIM, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "ASX1"
   },
   "ticker": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=AIM, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "HSM"
   },
   "website": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/HSM/heath-samuel-sons-plc/company-page",
    "state": "sourced",
    "value": "http://www.samuel-heath.com"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "UK",
  "node": "uk-cm-kg",
  "numbers_hash": "sha256:74c270fab474034d174c33c690c65b09fa1ee168951701135c53dddece57ac30",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "elective professional client",
    "eligible counterparty"
   ],
   "outcomes": {
    "elective professional client": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "eligible counterparty": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.uk-cm-kg.ai/book/aio.json",
    "door": "https://mcp.uk-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/uk/product-governance-fca-prod-sourcebook/r1",
   "section": "uk.aio.v16"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.uk-cm-kg.ai/record/AIM/HSM",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://marketsecurities.fca.org.uk/officiallist",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:74c270fab474034d174c33c690c65b09fa1ee168951701135c53dddece57ac30",
 "path": "/uk/AIM/HSM",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is HEATH (SAMUEL) & SONS PLC, listed on AIM under ticker HSM, with ISIN GB0004178710 and LEI 213800LZPSLF8Z5NQS39. Its security type is Corporate, its segment is ASX1, its sector is Construction and Materials [501010], and its jurisdiction is United Kingdom (GB). The record holds its status as listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 7 filings on 7 filing days in the twelve months to 2026-11-06. The filings are 2 financial statement, 2 director dealing, 1 AGM record date, 1 change of officer and 1 regulatory announcement. The median gap between filing days is 48.5 days. The latest filing is dated 2026-10-15 and is a change of officer, 22 days before the record date. The AIM exchange median is 33.5 filings, a cadence gap of 7.0 days and a latency of 4 days across 594 issuers. The sector median is 42.5 filings, a cadence gap of 6.0 days and a latency of 3.0 days across 36 issuers. The issuer's 7 filings are below the exchange median and the sector median of filings.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is RSM UK Audit LLP. Its location is not on the record. The record does not carry auditor changes for this register.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record does not carry listing, delisting, name change, domicile change or segment move dates for this register. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For the elective professional client category, the signal is ACM-200 and the outcome is determinable. For the eligible counterparty category, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read. The count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found. The count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The issuer's years sealed in the store are 2021, 2022, 2023, 2024, 2025 and 2026, but these are not served as of a date. The market's vintage is not sealed, and the earliest sealed date of the market is not on the record. The live record began on 2026-09-11. The as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer"
  },
  {
   "for": "identity.isin",
   "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/HSM"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://api.gleif.org/api/v1/lei-records/213800LZPSLF8Z5NQS39"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/HSM/heath-samuel-sons-plc/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/AIM/HSM"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the auditor",
   "source": "https://www.samuel-heath.com/app/uploads/sites/3/2025/07/annual-report-and-accounts-yr-ended-31-03-21.pdf"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/AIM/HSM"
  }
 ],
 "title": "HEATH (SAMUEL) & SONS PLC (HSM) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}