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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 2019-07-31 Major Shareholding Noti…
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
Informativa Nuovo Patto Parasociale
Major Shareholding Notification Classification · 99% confidence The document is an Italian 'Informazione Regolamentata' (Regulated Information) dated July 31, 2019. The subject ('Oggetto') is 'Informativa Nuovo Patto Parasociale' (Information on New Shareholders' Agreement). The text explicitly discusses the subscription of a new, relevant shareholders' agreement ('patto parasociale') under Italian law (TUF) and the simultaneous dissolution of previous agreements. This type of disclosure, concerning agreements between shareholders that affect control or voting rights, is a specific corporate governance/ownership structure event. It is not a standard financial report (10-K, IR, ER), a management change (MANG), or a dividend notice (DIV). It relates most closely to governance structure and significant ownership changes. While 'Major Shareholding Notification' (MRQ) deals with ownership thresholds, this document specifically details a contractual agreement (Patto Parasociale) among existing shareholders, which falls under the broader scope of corporate governance and shareholder relations. Given the options, this is a specific disclosure related to shareholder agreements and corporate structure, which is often covered under general governance or regulatory filings. Since there is no specific code for 'Shareholders' Agreement Disclosure', and it details a significant change in the structure of shareholder alignment, it is best classified as a specific regulatory disclosure. In many contexts, such specific governance disclosures that aren't explicitly covered by other codes (like Director's Dealing or Proxy) fall under general regulatory announcements. However, since it details the structure of share control/voting rights, it is a highly specific governance event. Given the available codes, 'Governance Information' (CGR) is the closest fit for detailed internal rules/structure disclosures, although 'Regulatory Filings' (RNS) is a strong fallback. Since the content is a detailed disclosure about a binding agreement affecting voting rights and share control, it is a core governance document. I will classify it as CGR, as it details a significant aspect of the company's governance structure regarding shareholder alignment.
2019-07-31 Italian
Euromobiliare Equity Selected Dividend, un nuovo fondo per rafforzare la collaborazione tra Equita e Euromobiliare AM SGR, società del Gruppo Credem
Fund Information / Factsheet Classification · 99% confidence The document is an official communication ('Informazione Regolamentata') from Equita Group S.p.A. dated July 4, 2019. The subject ('Oggetto') explicitly announces a 'nuovo fondo' (new fund) called 'Euromobiliare Equity Selected Dividend' resulting from a collaboration. The content details the successful subscription period closure (€229 million raised) and the nature of the fund (investment in dividend-paying European equities). This announcement concerns the creation and initial funding of a new financial product, which falls under financing activities or capital structure changes related to asset management. This aligns best with the 'Capital/Financing Update' category (CAP), as it details the successful launch and initial capital raised for a new investment vehicle managed by the company's subsidiary.
2019-07-04 Italian
Equita and Euromobiliare AM SGR (Credem Group) further strengthen their relationship by launching Euromobiliare Equity Selected Dividend
Fund Information / Factsheet Classification · 99% confidence The document is an official press release, indicated by the structure, the 'Oggetto' (Subject) field, and the 'JOINT PRESS RELEASE' footer. The content details a business agreement and the successful closing of a new investment fund ("Euromobiliare Equity Selected Dividend") managed by Equita for Euromobiliare Asset Management SGR (Credem Group). This announcement concerns a specific financial product launch and closing figures, which falls under general corporate or financial news. Since it is not a full Annual Report (10-K), a quarterly report (IR), an earnings release (ER), or a specific regulatory filing like a Director's Dealing (DIRS) or Capital Change (SHA), it best fits the general 'Regulatory Filings' category (RNS) as a broad announcement of corporate activity, or potentially 'Capital/Financing Update' (CAP) due to the fund closing, but RNS is often used for press releases that don't fit narrower categories. Given the nature of the announcement (a partnership and fund launch), it is a significant corporate event announcement. Since there is no specific category for 'Press Release' or 'Partnership Announcement', RNS (Regulatory Filings/General Announcement) is the most appropriate fallback for this type of structured, non-periodic disclosure.
2019-07-04 English
Messa a disposizione verbale assemblea 30 aprile 2019 / Notice of publication of Shareholders' Meeting Minutes 30 April 2019
AGM Information Classification · 98% confidence The document is a short regulatory notice (length 6159 chars) from Equita Group S.p.A. dated May 28, 2019. The subject ('Oggetto') explicitly states: 'Messa a disposizione verbale assemblea 30 aprile 2019 / Notice of publication of Shareholders' Meeting Minutes 30 April 2019'. The text confirms that the 'Verbale dell'Assemblea degli Azionisti' (Shareholders' Meeting Minutes) from April 30, 2019, is now available to the public at various locations. According to Rule #2 (The 'MENU VS MEAL' Rule), a short announcement stating that a report has been published or made available classifies as a Report Publication Announcement (RPA), rather than the full minutes document itself. The content is an announcement about the availability of the minutes, not the minutes themselves.
2019-05-28 Italian
Verbale assemblea ordinaria 30 aprile 2019
AGM Information Classification · 98% confidence The document is explicitly titled "VERBALE DI ASSEMBLEA" (Minutes of the Meeting) and details the proceedings, quorum checks, and voting procedures for a meeting held on April 30, 2019, concerning the approval of the 2018 Financial Statements and remuneration policies. This structure, recording the formal decisions and discussions of a shareholder meeting, strongly indicates it is the official record of an Annual General Meeting (AGM). Although it discusses the approval of the Annual Financial Statements (which would normally relate to a 10-K), the document itself is the minutes of the meeting where those statements were approved. Therefore, the most appropriate classification is AGM-R (AGM Information/Minutes).
2019-05-28 Italian
Messa a disposizione resoconto intermedio di gestione al 31 marzo 2019 / Notice of publication of the Interim Report as of 31 March 2019
Report Publication Announcement Classification · 99% confidence The document is a formal announcement, indicated by the 'Informazione Regolamentata' header and the 'Oggetto' (Subject) line: 'Messa a disposizione resoconto intermedio di gestione al 31 marzo 2019 / Notice of publication of the Interim Report as of 31 March 2019'. The text explicitly states that the 'Resoconto Intermedio di Gestione' (Interim Management Report) is now available to the public at various locations. This structure—a short notice announcing the availability of a detailed report—fits the definition of a Report Publication Announcement (RPA). The actual report content is not present; only the notification of its publication is provided. The report being announced is an 'Interim Report', which would typically be classified as 'IR' (Interim/Quarterly Report), but since this document is only the *notice* of publication, RPA is the correct classification based on Rule 2.
2019-05-15 Italian

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