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Equita Group — Investor Relations & Filings

Ticker · EQUI ISIN · IT0005312027 LEI · 815600CF5C54AA9C0721 XMIL Financial and insurance activities
Filings indexed 915 across all filing types
Latest filing 2026-04-01 Proxy Solicitation & In…
Country IT Italy
Listing XMIL EQUI

Equita Group is an independent financial services provider that operates as a broker, financial advisor, and alternative asset management platform. The company offers a broad range of services across four complementary business areas. The Investment Banking division provides advisory on M&A, corporate finance, equity and debt capital markets, and corporate broking. The Global Markets division offers sales and trading services to institutional and retail clients. The Research division supports investor decisions with unbiased analysis of financial markets, with a focus on mid- and small-cap companies. The Alternative Asset Management arm provides investment solutions including private debt, private equity, renewable infrastructures, and liquid strategies. The group serves a diverse client base of investors, institutions, corporates, and entrepreneurs.

Recent filings

Filing Released Lang Actions
Lista n. 1 depositata da azionisti-manager per la nomina del Consiglio di Amministrazione (punto 3 assemblea)
Proxy Solicitation & Information Statement Classification · 75% confidence The document is a submission (“Deposito di lista”) of shareholder-candidate slates for election of the Board of Directors at the upcoming Annual General Meeting, including candidate names, ownership percentages, required declarations, and supporting intermediary communications. This is not a full annual or interim report, nor an earnings release, nor a management change announcement, but clearly part of the proxy/meeting materials provided to shareholders to inform them of the proposed board nominees and solicit their votes. Therefore it falls under Proxy Solicitation & Information Statement (PSI).
2026-04-01 Italian
Lista n. 3 depositata da investitori per la nomina del Collegio Sindacale (punto 4 assemblea)
Proxy Solicitation & Information Statement Classification · 82% confidence The document is a legal notice from shareholders depositing lists of candidates for nomination to the company’s Board of Statutory Auditors ahead of the April 22, 2026 Annual General Meeting. It is not the meeting minutes or voting results, nor is it a simple announcement of a new report. Instead, it provides detailed candidate information, CVs, declarations of independence, and instructions for vote solicitation—exactly in line with Proxy Solicitation & Information Statement (PSI) materials sent in conjunction with a shareholders’ meeting. Therefore, the document best fits the Proxy Solicitation & Information Statement category.
2026-04-01 Italian
Lista n. 2 depositata da investitori per la nomina del Collegio Sindacale (punto 4 assemblea)
Proxy Solicitation & Information Statement Classification · 75% confidence The document is a formal “deposito di lista” submitted by shareholders under Italian TUF (art. 147-ter, 148) and CONSOB Regolamento Emittenti 11971/1999 in advance of the Annual General Meeting to nominate the Board of Directors and the Statutory Auditors. It provides the slate of candidates, supporting declarations, and intermediary communications for share pledging tied to voting rights. This is not an earnings release, not an audit report, and not a simple management change notice but rather preparatory materials sent to shareholders to inform and solicit votes at the AGM. It best matches the Proxy Solicitation & Information Statement category (Code: PSI).
2026-04-01 Italian
Allegato 3F - Marzo 2026
Transaction in Own Shares Classification · 94% confidence The document is a Regulated Information release under Italian Annex 3F (“Allegato 3F”) containing the standard “Model Disclosure for Transactions in the Issuer’s Securities”. It details Equita Group’s purchase of its own shares, including daily breakdown, period summary, and information on the treasury share buy-back programme (Section 3). This is a classic “transaction in own shares” disclosure rather than insider trades, capital changes, or an earnings report. Therefore it classifies as a Transaction in Own Shares (POS).
2026-04-01 Italian
Intenal dealing
Director's Dealing Classification · 95% confidence The document is a notification of transactions by a person closely associated with company insiders, detailing share purchases, volumes, prices, and legal references to MAR regulations. This matches the Director’s Dealing category, which covers insider share transactions by management and their associates.
2026-03-31 Italian
Internal dealing
Director's Dealing Classification · 95% confidence The document is a regulatory “Internal dealing” notice under EU market abuse rules, using the standard template for public disclosure of transactions by persons discharging managerial responsibilities (i.e., an insider/director transaction). It details the individual (Marco Clerici), his role, and specific share transactions (volumes, prices, dates). This matches the ‘Director’s Dealing’ category, not a company share buyback or broader financial report. Therefore, it is a DIRS filing.
2026-03-31 Italian

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