Skip to main content
Ipopema Securities S.A. logo

Ipopema Securities S.A. — Investor Relations & Filings

Ticker · IPE ISIN · PLIPOPM00011 LEI · 259400QHG4C6452WLF35 WAR Financial and insurance activities
Open in API
Filings indexed 695 across all filing types
Latest filing 2018-01-09 Director's Dealing
Country PL Poland
Listing WAR IPE

About Ipopema Securities S.A.

https://www.ipopema.pl/?lang=en

Ipopema Securities S.A. is a financial firm specializing in investment banking and brokerage services for institutional clients. The company provides comprehensive financial consulting for the preparation and execution of public and private capital market transactions. Its brokerage division offers securities trading services on the secondary market. The firm's offerings are supplemented by company analyses and equity research.

Recent filings

Filing Released Lang Actions
Transakcje osób pełniących obowiązki zarządcze - Content (PL)
Director's Dealing Classification · 98% confidence The document text is very short (456 characters) and explicitly states that the content of the notifications (which concern transactions by management members based on MAR Regulation Article 19) is contained in an attachment ('Treść powiadomień zawarta jest w załączniku do niniejszego raportu.'). This structure—a brief announcement referring to attached detailed information—strongly suggests a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS), following the 'MENU VS MEAL' rule. Since the content specifically relates to transactions by directors/executives (MAR Art. 19), it is highly related to insider trading/director's dealing. However, the document itself is just the announcement of the attached report/notification, not the detailed report. Given the specific nature of the content (transactions by management), it aligns closely with Director's Dealing (DIRS), but the format is an announcement of the filing. Since DIRS is for the report itself, and this is an announcement of the report, RPA or RNS is more appropriate. Given the context of MAR notifications, RNS (General Regulatory Filings) is a strong fit for regulatory announcements that aren't the core report type. However, DIRS specifically covers reports of personal share transactions by directors. Since the document is an announcement *of* those reports, and RPA is for announcing the publication of reports, RPA is the most precise fit for the announcement format, although DIRS describes the underlying subject matter. I will classify it as RNS as it is a regulatory notification about insider transactions, which often falls under general regulatory filings when the specific report content is externalized.
2018-01-09 Polish
Zawarcie przez Copernicus Securities S.A. umowy sprzedaży 9,36 % akcji Copernicus Capital TFI S.A. - Content (PL)
Transaction in Own Shares Classification · 95% confidence The document text describes a transaction where Copernicus Securities S.A. sold 4,000 shares of Copernicus Capital TFI S.A. to another entity for a specified price. This transaction involves the disposal of shares held by the company. According to the definitions, 'Transaction in Own Shares' (POS) covers the company buying back or selling its own shares. Although this specific transaction involves selling shares of a subsidiary/related entity, the core activity described is a significant share transaction/disposal by the reporting entity. Given the options, 'POS' (Transaction in Own Shares) is the closest fit for a report detailing the sale of a block of shares, even if they are not technically treasury shares, as it relates to capital/share movement. However, upon closer review, the transaction is the sale of shares *held* by the issuer, which is a disposal of an investment/asset, not necessarily a repurchase or issuance of its own stock (which POS usually implies). Since this is a specific transaction involving the disposal of a significant holding (9.36% stake), and it is not a director's dealing (DIRS) or a general capital change (SHA), it is best classified as a specific transaction report. Given the limited options, and recognizing this is a report of a specific share transaction, POS remains the most relevant category describing the movement of shares, although 'RNS' (Regulatory Filings) is a strong secondary candidate if POS is strictly interpreted as treasury stock operations. Given the context of financial reporting, a specific transaction report like this often falls under a specific code. I will select POS as the most descriptive of the action taken (sale of shares).
2017-12-20 Polish
Komentarz Zarządu za 9 miesięcy 2017 roku
Interim / Quarterly Report Classification · 100% confidence The document is a 'Management Commentary' (Komentarz Zarządu) for the 9-month period ending September 30, 2017, for Grupa Kapitałowa IPOPEMA Securities S.A. It contains detailed financial data (revenue, costs, profit/loss) broken down by business segments (brokerage, fund management, consulting) and provides a management analysis of business trends and outlook. Since it covers a period shorter than a full fiscal year (9 months) and includes substantive financial statements and analysis, it is classified as an Interim/Quarterly Report. 9M 2017
2017-11-16 Polish
Śródroczne skrócone sprawozdanie finansowe IPOPEMA Securities za 9 miesięcy 2017
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Śródroczne skrócone sprawozdanie finansowe' (Interim condensed financial report) for the 9-month period ending September 30, 2017. It contains detailed financial statements, balance sheets, and accounting policies for IPOPEMA Securities S.A. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). 9M 2017
2017-11-16 Polish
Śródroczne skrócone skonsolidowane sprawozdanie finansowe Grupy Kapitałowej IPOPEMA Securities za 9 miesięcy 2017
Interim / Quarterly Report Classification · 100% confidence The document is a 'Śródroczne skrócone skonsolidowane sprawozdanie finansowe' (Interim condensed consolidated financial report) for the 9-month period ending September 30, 2017. It contains detailed financial statements, including the statement of comprehensive income, statement of financial position, cash flow statement, and notes to the financial statements. It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). 9M 2017
2017-11-16 Polish
Lista akcjonariuszy powyżej 5% na NWZA. - Content (PL)
Declaration of Voting Results & Voting Rights Announcements Classification · 98% confidence The document text, written in Polish, explicitly details the list of shareholders who held at least 5% of the votes at an Extraordinary General Meeting ('Nadzwyczajnym Walnym Zgromadzeniu Spółki') held on October 30, 2017. It lists specific individuals/entities and their corresponding percentage of votes at that meeting and in the company overall. This content directly relates to the official results from a shareholder vote at a general meeting. Therefore, the appropriate classification is Declaration of Voting Results & Voting Rights Announcements (DVA). The document is the result itself, not an announcement of results, and it is highly specific.
2017-11-06 Polish

Browse filings by year

11 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.