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Equita Group — Investor Relations & Filings

Ticker · EQUI ISIN · IT0005312027 LEI · 815600CF5C54AA9C0721 XMIL Financial and insurance activities
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Filings indexed 915 across all filing types
Latest filing 2021-03-29 Governance Information
Country IT Italy
Listing XMIL EQUI

About Equita Group

https://www.equita.eu/en/index.html

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
Relazione sul governo societario e gli assetti proprietari 2020
Governance Information Classification · 98% confidence The document title is "RELAZIONE SUL GOVERNO SOCIETARIO E GLI ASSETTI PROPRIETARI DI EQUITA GROUP S.P.A. REDATTA AI SENSI DELL'ART. 123-BIS DEL D.LGS. 24 FEBBRAIO 1998, N.58 ESERCIZIO 2020". This translates to 'Report on Corporate Governance and Shareholding Structure... prepared pursuant to Article 123-bis of Legislative Decree No. 58/1998, Fiscal Year 2020'. The table of contents heavily features sections like 'Consiglio di Amministrazione' (Board of Directors), 'Comitati interni al Consiglio' (Internal Committees), 'Remunerazione degli amministratori' (Directors' Remuneration), 'Sistema di controllo interno' (Internal Control System), and 'Composizione e funzionamento del collegio sindacale' (Composition and functioning of the Board of Statutory Auditors). These topics are central to Corporate Governance reporting. The closest matching category is Governance Information (CGR), which covers internal rules, board structure, and governance practices. It is not a standard 10-K, AR, or IR, but a specific governance report.
2021-03-29 Italian
Relazione finanziaria annuale 2020 (progetto di bilancio)
Annual Report Classification · 100% confidence The document is a comprehensive annual report for Equita Group for the fiscal year 2020. It includes a letter from the President and CEO, consolidated financial statements (Income Statement, Balance Sheet), business highlights, and detailed management reports. It is clearly the full annual report, not an announcement or a summary, as it contains extensive financial data and audit references. FY 2020
2021-03-29 Italian
Dichiarazione accettazione carica e sussistenza requisiti Marzio Perrelli
Board/Management Information Classification · 98% confidence The document is titled "DICHIARAZIONE DI ACCETTAZIONE CANDIDATURA ED ATTESTAZIONE DELLA SUSSISTENZA DEI REQUISITI PER LA CARICA DI CONSIGLIERE INDIPENDENTE" (Declaration of Acceptance of Candidacy and Attestation of Fulfillment of Requirements for the Position of Independent Director) for Equita Group S.p.A. It explicitly details the candidate's acceptance of the role of Independent Director and attests to meeting all legal and corporate governance requirements (including references to TUF, Codice Civile, and Corporate Governance Code). This type of document, which concerns the qualifications and acceptance by a member of the board of directors, aligns directly with the scope of Board/Management Information (MANG). It is not an earnings release, an annual report, or a proxy statement, but a specific declaration related to board membership.
2021-03-29 Italian
Curriculum vitae candidato Marzio Perrelli
Board/Management Information Classification · 90% confidence The document text appears to be a detailed curriculum vitae (CV) or biography for an individual named Marzio Perrelli, listing professional experience, education, and credentials. It contains no standard regulatory headers, financial reporting periods (like 10-K or IR), or explicit announcements of corporate actions (like dividends or M&A). Since this is biographical information about a key person, it most closely relates to disclosures about management or directors. Among the provided codes, 'Board/Management Information' (MANG) is the most appropriate fit, as such biographical details are often included in proxy statements (DEF 14A) or management disclosures when there are changes or annual filings. Given the context of corporate filings, a detailed CV like this is highly relevant to disclosures about the management team. I will classify this as MANG (Board/Management Information).
2021-03-29 Italian
Documento informativo Piano Equita Group 2020-2022
Remuneration Information Classification · 95% confidence The document is titled "DOCUMENTO INFORMATIVO RELATIVO AL PIANO DI *STOCK OPTIONS* DI EQUITA GROUP S.P.A." and explicitly states it is drafted pursuant to Italian law articles (art. 114-bis of D.Lgs. 58/98 and art. 84-bis of CONSOB Regulation 11971/99). These articles govern the disclosure requirements for incentive plans based on financial instruments offered to management and directors, which must be submitted for shareholder approval. This type of detailed disclosure document, focusing on remuneration schemes (stock options) and intended for shareholder voting information, aligns most closely with the disclosure requirements related to executive compensation and governance, which often overlap with proxy materials or specific remuneration reports. Since the document details a stock option plan for high management, it is fundamentally about executive remuneration and governance structure related to compensation. Among the provided codes, 'DEF 14A' (Remuneration Information) is the closest fit for a detailed disclosure on executive compensation plans, even though the document is Italian and not a standard US DEF 14A filing. Given the focus on 'Piano di Stock Options' for 'alta dirigenza' (high management) and the reference to the Remuneration Committee, it strongly relates to compensation disclosure. If a more specific Italian code existed, it would be preferred, but based on the definitions, 'DEF 14A' captures the essence of executive remuneration disclosure.
2021-03-29 Italian
Documento informativo Piano Equita Group 2019-2021
Remuneration Information Classification · 99% confidence The document text is an index or table of contents for an 'DOCUMENTO INFORMATIVO RELATIVO AL PIANO DI STRUMENTI FINANZIARI' (Informative Document relating to the Equity Financial Instrument Plan) of Equita Group S.p.A. It explicitly references Italian regulatory articles (Art. 114-BIS of Legislative Decree 58/98 and Art. 84-BIS of CONSOB Regulation 11971). This type of detailed document, which outlines the structure, rationale, terms, and conditions of a stock option or equity incentive plan, is typically filed as a specific disclosure document related to compensation or capital structure, often accompanying a proxy statement or annual filing. Given the focus on 'Performance Shares' and 'Stock Options' and the detailed structure, it strongly aligns with disclosures related to executive compensation and capital structure changes. Among the provided codes, 'DEF 14A' (Remuneration Information) is the closest fit for detailed compensation plan documentation, although it is an Italian filing, not a US DEF 14A. However, the content is a comprehensive plan document, not just a short announcement. Since it details the structure of an equity incentive plan, it relates to capital/financing (CAP) or remuneration (DEF 14A). Given the extensive detail on the plan's characteristics (Section 4), it is a core document about the plan itself, not just a notice of a dividend or a general regulatory filing. In the context of US filings, this structure is most analogous to the information required in a proxy statement regarding equity compensation. Since the document is a comprehensive plan document detailing instruments, 'CAP' (Capital/Financing Update) or 'DEF 14A' (Remuneration Information) are the best candidates. Because the document is a full, detailed plan document (length > 100k chars) and not a short announcement, it is classified as the underlying document type. The focus on 'Performance Shares' and 'Stock Options' makes 'DEF 14A' (Remuneration Information) the most specific fit for executive/employee incentive plans.
2021-03-29 Italian

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