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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 2018-01-22 Share Issue/Capital Cha…
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
on share capital increase
Share Issue/Capital Change Classification · 1% confidence The document explicitly states it is a 'MATERIAL INFORMATION' dated 22.01.2018 concerning an 'SHARE CAPITAL INCREASE'. It details the change in share capital amount, the number of new shares issued, and the mechanism (conversion of credits). This directly relates to changes in the company's capital structure, matching the definition for 'Capital/Financing Update' (CAP). Although it involves a resolution from a General Meeting, the core subject is the capital change itself, not the voting results (DVA) or the AGM presentation (AGM-R). Given the specific nature of the capital change announcement, CAP is the most appropriate classification.
2018-01-22 English
on resolutions of the Extraordinary General Meeting of shareholders
AGM Information Classification · 1% confidence The document is titled 'SDC INVESTIMENTOS, SGPS, S.A. INFORMS ON RESOLUTIONS OF THE EXTRAORDINARY GENERAL MEETING OF SHAREHOLDERS' and details specific resolutions adopted during that meeting, such as the conversion of preferred shares, a capital increase, and amendments to the Bylaws. This content directly relates to the formal outcomes and decisions made at a shareholder meeting. While it mentions capital changes (CAP) and shareholder voting (DVA), the primary focus is reporting the results and resolutions of a specific General Meeting. Since the document reports the *results* of a shareholder vote, the most appropriate classification is Declaration of Voting Results & Voting Rights Announcements (DVA). It is not a general AGM presentation (AGM-R) or a general capital change announcement (CAP), but a specific report on the meeting's outcomes.
2017-12-12 English
Sonae Investimentos - SGPS, SA informa sobre Relatório e Contas 9M17 - versão em inglês
Interim / Quarterly Report Classification · 1% confidence The document is a comprehensive financial report for the nine-month period ending September 30, 2017, for Sonae Investimentos, SGPS, SA. It includes a management report, detailed consolidated financial statements (balance sheet and income statement), and methodological notes. Since it covers a period shorter than a full fiscal year and contains substantive financial data, it is classified as an Interim/Quarterly Report. 9M 2017
2017-11-30 English
on investments
Report Publication Announcement Classification · 1% confidence The document is a short announcement dated 28.11.2017, titled 'MATERIAL INFORMATION' and concerns specific business activities: the incorporation of a new subsidiary for tourism assets and a minority investment in a Portuguese start-up ('YOUNGSTORIES, SA'). This type of disclosure, detailing specific corporate actions, investments, or strategic shifts outside of routine financial reporting (like 10-K or ER), often falls under general regulatory disclosure requirements. Since it is not a formal financial report (10-K, IR, ER), a management discussion (MDA), or a specific transaction like M&A (TAR) or share repurchase (POS), it best fits the general 'Regulatory Filings' category, which serves as a fallback for material, non-standard announcements. Given its brevity and focus on specific operational/investment news, RNS is the most appropriate classification.
2017-11-28 English
on material information
Regulatory Filings Classification · 1% confidence The document is dated 03.10.2017 and is titled 'MATERIAL INFORMATION' and 'SDC INVESTIMENTOS, SGPS, S.A. INFORMS ON MATERIAL INFORMATION'. It explicitly states that the company has 'no material or materially relevant information' to disclose that might influence the share price since the last reporting date. This type of periodic disclosure, often mandated by local regulators (CMVM mentioned here, which is the Portuguese regulator), is a general regulatory announcement that doesn't fit the specific categories like 10-K, ER, or DIV. Given the options, the most appropriate fallback category for a general, non-specific regulatory disclosure or announcement that doesn't fit elsewhere is 'Regulatory Filings' (RNS). The document length is very short (975 chars), reinforcing that it is an announcement rather than a comprehensive report.
2017-10-03 English
Sonae Investimentos SGPS, SA - Exercício do 1º semestre de 2017 versão em inglês
Interim / Quarterly Report Classification · 1% confidence The document is titled 'REPORT AND ACCOUNTS' for the period ending '30 June 2017'. It contains a 'Management Report', detailed financial performance analysis (turnover, EBITDA, EBIT), and a 'Statement under the terms of Article 246' regarding financial statements. Since it covers a six-month period (interim) and includes substantive financial data and management analysis, it is classified as an Interim/Quarterly Report. H1 2017
2017-08-29 English

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