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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 2022-12-23 Share Issue/Capital Cha…
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
Change in share capital following the exercise of stock options and transfer of shares from a board member. Filing of the new Bylaws
Share Issue/Capital Change Classification · 98% confidence The document is an official regulatory filing (Informazione Regolamentata n. 20115-114-2022) dated December 23, 2022, from Equita Group S.p.A. The subject explicitly states: 'Change in share capital following the exercise of stock options and transfer of shares from a board member. Filing of the new Bylaws.' The content details the issuance of new ordinary shares due to stock option exercises and a transfer of shares by a director, resulting in an increase in share capital and a change in the total number of shares and voting rights. This directly relates to changes in the company's capital structure and share issuance. Therefore, the most appropriate classification is 'Share Issue/Capital Change' (SHA). It is not a general earnings release (ER), a full annual report (10-K), or a simple dividend notice (DIV).
2022-12-23 English
Internal dealing
Director's Dealing Classification · 100% confidence The document is an official notification filed on December 23, 2022, with the subject line 'Internal dealing' (Oggetto: Internal dealing). It uses a standardized template titled 'Template for notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them.' This template is specifically designed for reporting insider transactions, which falls under the category of Director's Dealing (DIRS) according to the provided definitions. The document explicitly details the name of the person involved (SANDRINE MARIE FEJOZ PERILLI) and the reason for notification relates to managerial responsibilities.
2022-12-23 Italian
Internal Dealing
Director's Dealing Classification · 98% confidence The document is an official notification from EQUITA GROUP, dated December 20, 2022, concerning 'Internal Dealing' (Oggetto: Internal Dealing). The template used is for the 'notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them.' This directly corresponds to reporting insider trades by directors or executives. The filing type definition for Director's Dealing (Code: DIRS) is 'Report of personal share transactions by company directors and executives (insider trades)'. Although the text says 'Vedi allegato' (See attachment), the document itself is the required disclosure form for insider transactions, not just an announcement of a future report, and it contains specific details about the person (LUIGI DE BELLIS) and their position. Therefore, DIRS is the most appropriate classification.
2022-12-20 English
Publication of the 2023 financial calendar
Report Publication Announcement Classification · 98% confidence The document is a short press release titled "Publication of the 2023 Financial Calendar." It explicitly states that the company is announcing the publication of its financial calendar and lists future dates for key events like board meetings and shareholder meetings related to financial statements. The document itself is not the financial report (like 10-K or IR), but rather an announcement about the schedule of future report publications. According to Rule #2 (The 'MENU VS MEAL' Rule), when a document announces the publication of reports or provides a schedule, it should be classified as a Report Publication Announcement (RPA). The length (3904 chars) supports this being an announcement rather than a full report.
2022-12-16 English
Pubblicazione del calendario degli eventi societari per l'anno 2023
Report Publication Announcement Classification · 99% confidence The document is a short regulatory announcement (Informazione Regolamentata) from Equita Group dated December 16, 2022. The subject ('Oggetto') is 'Pubblicazione del calendario degli eventi societari per l'anno 2023' (Publication of the corporate events calendar for the year 2023). The text explicitly lists future dates for key corporate events like Board Meetings and Shareholder Meetings, including the approval of the annual financial statements (bilancio di esercizio al 31 dicembre 2022) and interim reports. Since this document is an announcement *about* the publication of a schedule of future events, and not the reports themselves (like the 10-K or IR), it fits best under the category for announcing the release or publication of company reports/information. Given the options, 'Report Publication Announcement' (RPA) is the most appropriate fit, as it announces the schedule for future report publications. It is not a general regulatory filing (RNS) because RPA is more specific to announcing the timing of reports.
2022-12-16 Italian
Equita expands its Investment Banking business and strengthen the Industrial Team. Edoardo Schiavina joins as Managing Director
Board/Management Information Classification · 98% confidence The document is a press release dated December 13, 2022, announcing that Equita is strengthening its Investment Banking division by hiring Edoardo Schiavina as Managing Director to head the Industrial Team. The subject line explicitly states the change in senior management ('Oggetto: Equita expands its Investment Banking business and strengthen the Industrial Team. Edoardo Schiavina joins as Managing Director'). This directly corresponds to the definition of Board/Management Information (MANG), which covers announcements of changes in senior management.
2022-12-13 English

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