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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 2019-12-02 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
Scioglimento del Terzo Patto Parasociale per scadenza del termine ed entrata in vigore del Quarto Patto Parasociale
Governance Information Classification · 99% confidence The document is an official communication from Equita Group S.p.A. dated December 2, 2019, identified as 'Informazione Regolamentata' (Regulated Information) with the object 'SCIOGLIMENTO DEL TERZO PATTO PARASOCIALE PER SCADENZA DEL TERMINE E CONTESTUALE ENTRATA IN VIGORE DEL QUARTO PATTO PARASOCIALE' (Dissolution of the Third Shareholders' Agreement due to expiry and contextual entry into force of the Fourth Shareholders' Agreement). This document discusses changes in shareholder agreements, lock-up commitments, and voting pacts, which are core elements of corporate governance and shareholder structure. While it touches upon financing (employee loans for share purchase), the primary focus is on the structure and rules governing share ownership among major shareholders (Patti Parasociali). This subject matter aligns best with Governance Information (CGR), which covers internal rules and board structure, or potentially a general Regulatory Filing (RNS) if CGR is too narrow. Given the detailed discussion of shareholder pacts, voting, and lock-ups, CGR is the most specific fit, as these pacts define governance mechanisms among key stakeholders. It is not an earnings release (ER), annual report (10-K), or a simple dividend notice (DIV). Since it is a detailed announcement about governance structure changes, CGR is appropriate.
2019-12-02 Italian
The Fourth Shareholders' Agreement entered into force following the expiry of the Third Shareholders' Agreement
Regulatory Filings Classification · 99% confidence The document is an official regulatory announcement (Informazione Regolamentata n. 20115-39-2019) from Equita Group S.p.A. dated December 2, 2019. The subject ('Oggetto') is 'The Fourth Shareholders' Agreement entered into force following the expiry of the Third Shareholders' Agreement'. The text details the execution and terms of a shareholders' agreement, which governs the sale of company shares and pre-emption rights among specific shareholders. This type of announcement, concerning significant changes in ownership structure, voting rights, or agreements among major shareholders, fits best under the category related to major shareholding notifications or governance/regulatory filings. Since it specifically details an agreement impacting share control and transfer mechanisms among shareholders, it is closely related to 'Major Shareholding Notification' (MRQ) or potentially 'Governance Information' (CGR). However, shareholder agreements that dictate how shares are held or transferred are often captured under broader governance or regulatory disclosures. Given the options, this is a specific regulatory disclosure about internal control/ownership structure. It is not a standard 10-K, ER, or IR. It is a specific disclosure about shareholder arrangements. While it impacts share ownership, it is more about the *agreement* governing future actions than a simple notification of crossing a threshold (MRQ). It is a specific governance/ownership structure update. Since there isn't a perfect fit for 'Shareholders' Agreement Disclosure', I will evaluate the closest options. It is not a Director's Dealing (DIRS), Dividend (DIV), or Capital Change (SHA/CAP). It is a formal regulatory filing (Tipologia: REGEM). Given the content focuses on the structure and rules governing a large block of shares, it aligns most closely with governance/ownership structure updates. 'Governance Information' (CGR) covers internal rules and board structure. 'Major Shareholding Notification' (MRQ) covers changes in significant ownership levels. Since this document *establishes* the rules for future share transfers among a large group, CGR is a strong candidate, but MRQ often covers the underlying ownership structure changes that necessitate such agreements. Given the context of Italian regulatory filings (REGEM), these detailed ownership pacts are often classified under governance or major holdings. I will classify this as 'Major Shareholding Notification' (MRQ) because the core subject is the agreement governing the transfer of a significant portion of the share capital (53.9% initially, and subsequent agreements affecting 46.8% and 7.2%). This is a notification about the structure governing major holdings.
2019-12-02 English
Informazioni essenziali relative al Quarto Patto Parasociale (evidenza modifiche intervenute)
Regulatory Filings Classification · 95% confidence The document is an 'Informazione Regolamentata' (Regulated Information) from Equita Group S.p.A., dated November 28, 2019. The subject ('Oggetto') is 'Patto Parasociale (evidenza modifiche intervenute)' which translates to 'Shareholders' Agreement (highlighting changes made)'. The text explicitly references Italian financial regulations (art. 122 del D.Lgs. 58/1998 and art. 130 del Regolamento Consob n. 11971/1999) concerning agreements between shareholders. This type of disclosure, which details changes in shareholder pacts, voting rights, and ownership structures, is a specific type of corporate governance or regulatory disclosure. It is not a full annual report (10-K), an earnings release (ER), or a dividend notice (DIV). Since it deals with agreements among shareholders regarding voting rights and shareholdings, it relates closely to governance and ownership structure. Among the provided codes, 'Governance Information' (CGR) or 'Major Shareholding Notification' (MRQ) are possibilities, but the core subject is the modification of a 'Patto Parasociale' (Shareholders' Agreement). This falls under the broader category of corporate governance disclosures, which is best captured by CGR, or potentially a general regulatory filing (RNS) if CGR is too narrow. However, given the detailed nature of shareholder agreements and voting rights changes, CGR is the most appropriate fit for governance-related pacts, even if it's not explicitly a proxy statement (DEF 14A/PSI). Since it is a formal regulatory disclosure about internal agreements affecting control/voting, and not a standard financial report, CGR is selected as the best fit for detailed governance structure updates.
2019-11-28 Italian
Informazioni essenziali relative al Primo Patto Parasociale-Bis (evidenza modifiche intervenute)
Regulatory Filings Classification · 99% confidence The document is an official communication from Equita Group S.p.A. dated November 28, 2019, concerning 'Informazioni essenziali relative al Primo Patto Parasociale-Bis' (Essential information regarding the First Shareholders' Agreement-Bis). It details changes in voting rights and shareholdings related to a shareholders' agreement, referencing Italian financial regulations (art. 122 of TUF, CONSOB Regulation). This type of disclosure, which updates the market on significant ownership structures, voting rights, and agreements among major shareholders, aligns best with the definition of Major Shareholding Notification (MRQ), which covers changes in significant share ownership levels crossing thresholds. Although it relates to insider/management actions, the primary focus is the formal notification of the agreement's status and changes to the market, fitting the scope of MRQ better than DIRS (Director's Dealing) or MANG (Board changes). Since the document is a formal regulatory update ('Informazione Regolamentata') and not just an announcement of a report, it is not RPA or RNS.
2019-11-28 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 · 98% confidence The document is an official notification from Equita Group S.p.A. 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 amount of voting rights following the kick-in of increased voting rights by shareholders. This type of announcement, which reports on changes in voting rights or results from shareholder votes, aligns directly with the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA). Although it is a regulatory filing, DVA is the most specific category available for this content.
2019-11-28 English
Comunicazione dell'ammontare complessivo dei diritti di voto ai sensi del'art. 85-bis, comma 4-bis, del Regolamento Emittenti
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is an official communication ('Informazione Regolamentata') from Equita Group S.p.A. dated November 28, 2019. The subject ('Oggetto') explicitly states: '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 document details a change in the total number of voting rights due to a voting right increase ('maggiorazione dei diritti di voto'). This directly relates to changes in share structure and voting power, which falls under the category of Major Shareholding Notification (MRQ) or potentially a general regulatory filing (RNS). However, since it specifically details the total voting rights resulting from a structural change (voting right increase), it is a notification about the capital structure's voting component. The closest fit among the provided codes is related to share/capital changes or major ownership changes. Given the focus on the total voting rights count, it is most closely aligned with a notification regarding significant share ownership or capital structure changes. Since it is not a standard dividend, director dealing, or capital raising announcement, and it is a specific regulatory disclosure about voting rights, it fits best under Major Shareholding Notification (MRQ) as it reports a change in the voting power structure, or RNS as a general regulatory filing. Because the change in voting rights is a direct consequence of shareholder actions (voting right increase), MRQ is a strong candidate, but RNS is the safest fallback for specific regulatory disclosures not explicitly listed. Let's re-evaluate the definitions. MRQ is for 'Notification of changes in significant share ownership levels (crossing thresholds)'. This document reports the *total* voting rights, which is a key metric reported when significant ownership changes occur or when voting rights are modified. Given the specific nature of reporting the total voting rights count, it is a specific regulatory disclosure. Since there isn't a perfect 'Voting Rights Change Notification' code, and it's a formal regulatory notice ('Informazione Regolamentata'), RNS (Regulatory Filings - general fallback) is appropriate, but MRQ covers changes in ownership metrics. Since the change is explicitly about voting rights structure, which is a key component of ownership disclosure, MRQ is slightly more specific than RNS. However, the document is a direct report of the total voting rights, which is often a standalone requirement. Given the options, and the fact that it's a formal regulatory disclosure that doesn't fit perfectly into the other specific categories like DIV, DIRS, or CAP, RNS is the most robust classification for a specific, non-standard regulatory update.
2019-11-28 Italian

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