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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 2022-05-27 AGM Information
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
Verbale assemblea ordinaria e straordinaria 28 aprile 2022
AGM Information Classification · 100% confidence The document is explicitly titled "VERBALE DI ASSEMBLEA" (Minutes of the Meeting) and details the proceedings, attendees, quorum, and resolutions passed during a meeting held on April 28, 2022, for "EQUITA GROUP S.P.A.". The agenda items cover the approval of the 2021 financial statements, dividend distribution, remuneration policy, and changes to incentive plans. This content is the formal record of an Annual General Meeting (AGM). Therefore, the appropriate classification is AGM-R (AGM Information/Minutes). The document is extensive (over 288k characters), confirming it is the full minutes, not just a brief announcement.
2022-05-27 Italian
Primo Patto Parasociale-Bis - Informazioni essenziali
Governance Information Classification · 99% confidence The document text is an update regarding a shareholders' agreement ("patto parasociale") in Italian, specifically referencing compliance with Italian securities law (TUF and CONSOB Regulations). It details changes in shareholdings and voting rights among participants of this agreement. This type of disclosure, concerning agreements among shareholders that affect control or voting power, is typically classified as a Major Shareholding Notification (MRQ) or sometimes falls under general Regulatory Filings (RNS) if a specific category isn't available. Since it explicitly details changes in the percentage of shares and voting rights held by specific parties, which crosses reporting thresholds or updates existing agreements, MRQ is the most appropriate fit among the provided options, as it relates to significant ownership changes, even if structured via a pact. It is not an Annual Report (10-K), Earnings Release (ER), or a Dividend Notice (DIV).
2022-05-24 Italian
Patto Parasociale Equita Group - Informazioni essenziali
Governance Information Classification · 95% confidence The document is titled "Equita Group S.p.A. – Informazioni essenziali relative a patti parasociali..." which translates to essential information regarding shareholders' agreements (Patto Parasociale). It explicitly discusses updates to a shareholders' agreement, changes in voting rights percentages, and details the parties involved and their shareholdings. This content directly relates to the structure of ownership and voting rights, which falls under corporate governance and specific regulatory disclosures concerning share capital and agreements. While it touches upon shareholdings (MRQ) and governance (CGR), the core subject is the formal disclosure of a shareholders' agreement and its impact on voting rights, which is a specific type of regulatory filing concerning ownership structure. Given the detailed nature of the disclosure mandated by Italian law (TUF and CONSOB regulations) regarding these agreements, it is a specific regulatory disclosure. However, none of the provided codes perfectly match 'Shareholders' Agreement Disclosure'. We must choose the closest fit based on the definitions: 1. It is not an AGM-R, 10-K, AR, ER, IR, or CT. 2. It details ownership structure changes, which is related to MRQ (Major Shareholding Notification), but this document is about a formal agreement, not just a threshold crossing. 3. It is highly related to Governance (CGR), as shareholders' agreements dictate governance influence. 4. It is a formal regulatory disclosure. Since the document is a mandatory disclosure of a 'Patto Parasociale' (Shareholders' Agreement) which dictates voting rights and control, it is fundamentally a governance document. CGR (Governance Information) is the most appropriate category for detailed disclosures about internal rules, board structure, and governance practices, which explicitly includes the mechanics of control via agreements like this one. It is a comprehensive report, not just a short announcement (length is 72k chars).
2022-05-24 Italian
Notice of change in the amount of total voting rights - Cancels and replaces the previous upload
Declaration of Voting Results & Voting Rights Announcements Classification · 98% confidence The document is an official notice titled "Notice of change in the amount of total voting rights" (Oggetto: Notice of change in the amount of total voting rights). It explicitly details a decrease in the total number of voting rights from 78,866,891 to 72,571,393 due to share transactions and loss of increased voting rights. This type of announcement, which reports on changes in the structure of voting rights or significant share ownership thresholds, aligns directly with the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA) or potentially 'Major Shareholding Notification' (MRQ). Since it specifically concerns the total voting rights count and is a formal regulatory update (Informazione Regolamentata), DVA is the most precise fit, as it covers voting rights announcements, even if not the final results of a specific vote. It is not an earnings release (ER), an annual report (10-K), or a proxy statement (PSI).
2022-05-24 English
Comunicazione di variazione dell'ammontare complessivo dei diritti di voto - Annulla e sostituisce il precedente invio
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is an official communication ('Comunicazione di variazione dell'ammontare complessivo dei diritti di voto') from Equita Group S.p.A., dated May 24, 2022. It explicitly details a change in the total number of voting rights ('l'ammontare complessivo dei diritti di voto è variato da 78.866.891 a 72.571.393') following a partial sale of shares by certain shareholders. This type of filing, which reports changes in the total voting rights or significant share ownership thresholds, aligns directly with the definition of Major Shareholding Notification (Code: MRQ). Although it is a regulatory filing, MRQ is more specific than the general RNS category.
2022-05-24 Italian
Notice of change in the amount of total voting rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled "Notice of change in the amount of total voting rights" and explicitly references the "Issuers Regulation." The content details a change in the total number of voting rights from 78,866,891 to 72,571,393 due to a partial sale of shares and subsequent loss of increased voting rights. This type of announcement, which reports on changes in ownership structure or voting power that cross regulatory thresholds, aligns directly with the definition of Major Shareholding Notification (MRQ) or, more specifically given the context of voting rights changes, Declaration of Voting Results & Voting Rights Announcements (DVA). Since the core subject is the official change in the total voting rights count, DVA is the most precise fit, as it covers official results from shareholder-related metrics, even if it's not a vote result itself but a prerequisite metric for voting power. However, looking closely at the definitions, DVA is for 'Official results from shareholder votes at any general meeting (AGM or EGM)'. The document is a regulatory notice about the *total* voting rights count, which is often reported under rules governing major shareholdings or capital structure changes. Given the options, a change in voting rights is a specific regulatory disclosure. If it were a change in the number of shares held by an insider, it would be DIRS. If it were a general regulatory filing not covered elsewhere, it would be RNS. Since it is a specific notification about the total voting rights count, which is a key metric for shareholder control, and it is not a vote result (DVA) or a director's trade (DIRS), it falls best under the general regulatory disclosure category, RNS, or potentially MRQ if it implies a major shareholder crossed a threshold (though it reports the total, not an individual's holding). Given the specific nature of the change in *total* voting rights, and the lack of a perfect fit for 'Voting Rights Change Notice', RNS (Regulatory Filings - fallback for miscellaneous filings) is appropriate, but let's re-evaluate DVA. DVA covers 'Official results from shareholder votes'. This is a notice about the *basis* for voting rights. In many jurisdictions, changes in total voting rights are reported alongside AGM/EGM results. Given the options, and the fact that this is a formal regulatory notice (Informazione Regolamentata), RNS is the safest fallback. However, if we interpret 'Declaration of Voting Results & Voting Rights Announcements' (DVA) broadly to include announcements that directly affect voting power calculations, DVA might be intended. Since the document explicitly states the change in 'total voting rights' and is a formal regulatory notice, I will classify it as RNS as it is a specific regulatory disclosure that doesn't fit the other specific categories like 10-K, ER, or DIRS, and DVA is strictly defined as vote *results*.
2022-05-24 English

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