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Patris Investimentos — Investor Relations & Filings

Ticker · ALPTR ISIN · PTPRS0AM0017 LEI · 2138002SALSYE48M7L96 LS Financial and insurance activities
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Filings indexed 118 across all filing types
Latest filing 2024-07-11 Delisting Announcement
Country PT Portugal
Listing LS ALPTR

About Patris Investimentos

https://www.patrisinvestimentos.pt/

Patris Investimentos is a financial holding company specializing in insurance and investment services. Through its subsidiaries, the company offers a range of products including life, unit-linked, health, and personal accident insurance. Its investment activities encompass securities brokerage, portfolio management, and the administration of savings and pension funds. The group also engages in capital investment, providing strategic guidance and operational improvements for its holdings, with reported assets under management exceeding €2.1 billion.

Recent filings

Filing Released Lang Actions
convertible bonds redemption date
Delisting Announcement Classification · 1% confidence The document is a formal announcement from INAPA informing the market about an extension to the redemption date of its convertible bonds (ISIN PTINACOM0001). This action is being disclosed under Article 17 of Regulation (EU) No. 596/2014 (MAR), which mandates the disclosure of inside information. The content specifically deals with changes related to the company's financing instruments (convertible bonds) and capital structure implications, rather than a full financial report, management change, or dividend notice. This fits best under 'Capital/Financing Update' (CAP), as it directly concerns the terms of outstanding debt/convertible securities. It is too specific for a general 'Regulatory Filing' (RNS) and does not match any other category.
2024-07-11 English
results for the 2023 financial year
Annual Report Classification · 1% confidence The document is a comprehensive annual report for the fiscal year 2023, containing a message from the CEO, detailed management reports, macroeconomic analysis, and consolidated financial performance indicators. It is clearly a full-year report rather than an interim or quarterly update, and it is not an announcement of a report (RPA) as it contains the substantive financial data and analysis itself. FY 2023
2024-04-30 English
headquarters relocation
Regulatory Filings Classification · 1% confidence The document is very short (842 characters) and announces a change in the company's official headquarters address. It is a formal disclosure ('DISCLOSURE') from the company. This type of administrative update regarding the company's official location or structure does not fit neatly into the primary financial reporting categories (10-K, IR, ER, etc.). Since it is not a report announcement (RPA) but a direct statement about a structural change, and given the available options, it is best classified as a general Regulatory Filing (RNS) as it is a mandatory disclosure that doesn't match other specific categories like Director's Dealing, Dividend Notice, or Capital Change.
2024-01-24 English
the financial calendar for 2024
Report Publication Announcement Classification · 1% confidence The document is extremely short (797 characters) and explicitly states that it is informing the market about the *expected dates* for future corporate events in 2024, such as the 'Release of the Annual Results' and the 'General Meeting of Shareholders'. It is not the actual report, the results announcement, or the AGM material itself, but rather an announcement about the schedule of these future events. This fits the definition of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Since it specifically announces the publication/release dates of other reports, RPA is the most precise fit, although RNS is a strong fallback.
2024-01-03 English
results for the 2022 financial year
Earnings Release Classification · 1% confidence The document is titled 'Annual Results Announcement' and dated 'MAY 3, 2023'. It contains a detailed 'INDEX' pointing to sections like 'Message from the CEO', 'Main Activity Indicators' (with comparative data for 2022, 2021, 2020, 2019), 'Management Report' (including consolidated performance), and 'Consolidated Accounts'. The content explicitly discusses the full year 2022 financial performance (Turnover, EBITDA, Net income, Net debt) and provides a comprehensive review of business areas and macroeconomic context. This structure and content strongly indicate a full-year financial report, which corresponds to the Annual Report (10-K) definition, even if the company might be filing a 10-K with the SEC, the content itself is the Annual Report/Full Year Results. FY 2022
2023-05-04 English
about qualifying holding of BCP
Major Shareholding Notification Classification · 1% confidence The document explicitly discusses a notification received by INAPA from Banco Comercial Português (BCP) regarding a change in shareholding that crossed a specific threshold (10%). It cites compliance with Article 17 and Article 16 of the Portuguese Securities Code (CVM code) and details the change in the qualifying holding percentage (from 10.123% to 9.952%). This content directly matches the definition of a Major Shareholding Notification, which involves reporting changes in significant ownership levels crossing defined thresholds.
2023-03-01 English

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