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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 2022-01-05 Regulatory Filings
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
Quarto patto parasociale - Informazioni essenziali
Regulatory Filings Classification · 95% confidence The document text explicitly discusses 'Informazioni essenziali relative al patto parasociale denominato "Quarto Patto Parasociale"' (Essential information relating to the shareholders' agreement called 'Fourth Shareholders' Agreement'). It details the parties involved, the terms, duration, and the specific shares and voting rights conferred under this agreement, referencing Italian regulations (TUF, Regolamento Emittenti, Consob). This content directly relates to agreements governing the control or voting structure among shareholders, which falls under the scope of shareholder agreements or related governance disclosures. Since there is no specific category for 'Shareholders' Agreement Update/Disclosure,' the closest fit among the provided options that deals with specific shareholder arrangements and voting rights changes, especially when not being a standard periodic report (10-K, IR) or a general regulatory filing (RNS), is often related to governance or specific transaction disclosures. However, the core subject is the structure and details of a 'Patto Parasociale' (Shareholders' Agreement). This type of filing, often mandated by Italian law (Art. 122 TUF), is a specific disclosure about shareholder coordination. Given the options, this is a disclosure about the structure and participants of a specific shareholder arrangement, which is a form of governance/insider information disclosure. It is not a Director's Dealing (DIRS), a Proxy Statement (PSI), or a general regulatory announcement (RNS). In many contexts, detailed information about controlling shareholder agreements is considered part of corporate governance disclosures. Since the document is a detailed disclosure about a specific agreement among shareholders regarding voting rights and shareholding, it aligns best with disclosures related to corporate governance or specific shareholder arrangements. Given the options, and recognizing this is a mandatory disclosure about shareholder coordination, it is most closely related to governance/insider information, but none fit perfectly. However, 'Patto Parasociale' disclosures are often filed under specific regulatory categories that detail ownership/control structures. Since the document is a detailed disclosure about the structure of a shareholders' agreement, it is a specific type of corporate governance filing. I will classify it as Governance Information (CGR) as it details the structure and participants of a key agreement affecting control/voting, which is a core governance topic, rather than a general regulatory filing (RNS) or a transaction (TAR/SHA). The document length is substantial, confirming it is the report itself, not an announcement of a report (RPA).
2022-01-05 Italian
Primo patto parasociale-bis - Informazioni essenziali
Regulatory Filings Classification · 85% confidence The document text explicitly discusses an update to a 'patto parasociale' (shareholders' agreement) named 'Primo Patto Parasociale-Bis'. It details the parties involved, the shares they hold, and the voting rights associated with those shares, referencing Italian regulatory articles (Art. 122 del D.Lgs. 24 febbraio 1998, n. 58 ("TUF") and Regolamento CONSOB). This type of filing, concerning agreements among major shareholders that affect control or voting power, is not explicitly covered by the primary definitions (like 10-K, ER, or DIV). It relates to ownership structure and governance among specific shareholders, but it is not a standard Director's Dealing (DIRS) or Major Shareholding Notification (MRQ) which typically report transactions or thresholds crossed. Since it deals with specific agreements governing share ownership and voting rights, and given the available codes, it most closely aligns with filings related to ownership structure or governance. However, none of the codes perfectly match a 'Shareholders' Agreement Update'. Given the context of significant ownership agreements and voting rights coordination, it is a specialized corporate governance/ownership document. In the absence of a specific 'Shareholders' Agreement' code, this type of disclosure, which details insider/management holdings and voting pacts, often falls under general regulatory disclosures. Since it is a detailed disclosure about share ownership and voting rights coordination among specific parties, it is closest to a specialized governance/ownership filing. If we must choose from the list, it is a specific disclosure about share ownership and voting rights, which is related to 'Major Shareholding Notification' (MRQ) or general 'Regulatory Filings' (RNS). Since it is a mandatory disclosure updating a previously filed pact, and it details specific shareholdings and voting rights percentages, it is a specific regulatory disclosure. Given the options, and recognizing this is a mandatory disclosure updating shareholder pact details, it fits best as a specific regulatory filing that doesn't fit the other categories, making RNS the most appropriate fallback, although it strongly relates to ownership structure. Upon re-evaluation, shareholder agreements and pacts are highly specific ownership/governance documents. Since there is no specific code for 'Shareholders' Agreement', and it is not a standard Director's Dealing (DIRS) or Major Shareholding Notification (MRQ) (which usually report transactions or threshold breaches), it is best classified as a general Regulatory Filing (RNS) as it is a mandatory update to the market regarding internal agreements affecting share control/voting. *Self-Correction/Refinement*: The document is a mandatory update concerning a shareholders' agreement ('patto parasociale') detailing shareholdings and voting rights. This is a specific type of corporate governance/ownership disclosure. Since 'MRQ' covers changes in significant share ownership, and this document details the structure and changes within a major voting bloc agreement, MRQ is a strong candidate, even if it's an agreement update rather than just a threshold crossing. However, RNS is the designated fallback for miscellaneous regulatory filings. Given the highly specific nature of the content (updating a pact), and the lack of a direct match, RNS (Regulatory Filings) is the safest classification for non-standard, mandatory disclosures.
2022-01-05 Italian
Publication of the 2022 financial calendar
Report Publication Announcement Classification · 98% confidence The document is titled 'PUBLICATION OF THE 2022 FINANCIAL CALENDAR' and explicitly states that the financial calendar has been published and made available on authorized storage mechanisms and the company website. It lists future dates for key financial events (Board of Directors approvals, Shareholders' Meeting) but does not contain the actual financial statements or detailed management discussion. According to Rule 2 ('MENU VS MEAL' RULE), a short announcement stating that a report or schedule has been published points towards a Report Publication Announcement (RPA). The document's primary function is to announce the publication of the calendar, not to be the calendar itself or a full report.
2021-12-16 English
Pubblicazione del calendario degli eventi societari per l'anno 2022
Report Publication Announcement Classification · 99% confidence The document is titled 'PUBBLICAZIONE DEL CALENDARIO DEGLI EVENTI SOCIETARI PER L'ANNO 2022' (Publication of the Corporate Events Calendar for the Year 2022). It lists future dates for key corporate activities like Board Meetings (approving financial statements) and Shareholder Meetings. This document is an announcement about future reporting schedules, not the reports themselves (like 10-K or IR). Since it announces the schedule for various corporate events, including financial report releases, it fits best under the category for announcing the publication or timing of reports. The most appropriate code is RPA (Report Publication Announcement), as it explicitly details when various reports (like the annual report, quarterly updates) will be released. It is short and serves as a notification/announcement.
2021-12-16 Italian
Notice about the total voting rights pursuant to Article 85-bis, paragraph 4-bis, of the Issuers' Regulation
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an official notice titled "NOTICE ABOUT THE TOTAL VOTING RIGHTS PURSUANT TO ARTICLE 85-BIS, PARAGRAPH 4-BIS, OF THE ISSUERS' REGULATION". It details a change in the total number of voting rights due to shareholders gaining or losing increased voting rights, presenting a comparison between the previous and current share capital composition. This type of announcement, which reports on changes in ownership structure or voting power thresholds, aligns best with the definition of Major Shareholding Notification (MRQ), although it specifically concerns voting rights changes rather than just share ownership percentage crossing a threshold. However, given the options, changes in voting rights related to shareholding structure are closely related to major shareholding notifications or general regulatory updates. Since the core subject is the change in total voting rights based on specific regulatory articles (Issuers' Regulation), and it is a formal regulatory announcement, it fits the scope of significant ownership/voting structure changes. If a more specific code for voting rights changes existed, it would be preferred. Among the provided codes, 'MRQ' (Major Shareholding Notification) is the closest fit for changes impacting ownership structure/rights, or 'RNS' (Regulatory Filings) as a fallback. Given the specific nature of reporting voting rights changes under the Issuers' Regulation, and the fact that it is a formal regulatory disclosure, I will classify it as a specific regulatory filing that impacts ownership structure, which is often grouped with major shareholding reports. However, since the document explicitly details the change in total voting rights (78,610,344 to 78,520,683) due to specific shareholder actions, it is a direct notification of a change in the capital structure's voting power. This is a specific regulatory disclosure that doesn't fit perfectly into the other categories like ER, IR, or 10-K. It is a notification about share structure/rights, making MRQ the most plausible specific category, although RNS is also possible if MRQ is strictly interpreted as only crossing ownership percentage thresholds. Given the context of Italian regulation (Issuers' Regulation), these voting rights announcements are often mandatory disclosures related to significant ownership changes. I will select MRQ as the most relevant specific category for changes in voting rights/share structure.
2021-12-03 English
Comunicazione dell'ammontare complessivo dei diritti di voto ai sensi dell'art. 85-bis, comma 4-bis, del Regolamento Emittenti
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an official communication from Equita Group S.p.A. dated December 3, 2021, titled "COMUNICAZIONE DELL'AMMONTARE COMPLESSIVO DEI DIRITTI DI VOTO AI SENSI DELL'ART. 85-BIS, COMMA 4-BIS, DEL REGOLAMENTO EMITTENTI" (Communication of the total amount of voting rights pursuant to art. 85-bis, paragraph 4-bis, of the Issuers' Regulation). This communication details a change in the total number of voting rights due to changes in the status of shares (specifically related to enhanced voting rights). This type of filing, which reports on changes in voting rights or capital structure details, often falls under specific regulatory categories. The content directly addresses the number of shares and voting rights, which is a key aspect of shareholder structure and corporate governance. Reviewing the definitions: - 10-K/IR: Not a full annual or interim report. - ER/MDA: Not an earnings release or management discussion. - DIV/CAP/SHA: While related to capital, the focus here is specifically on the *voting rights* count change, not a dividend declaration, general financing, or a standard share issue. - DVA (Declaration of Voting Results & Voting Rights Announcements): This category is the most appropriate fit, as the document explicitly communicates the total amount of voting rights and the underlying mechanics causing the change, which is a direct result of shareholder actions (enhanced voting rights status). Given the specific nature of reporting the total voting rights count, DVA is the best classification.
2021-12-03 Italian

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