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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 2024-10-18 M&A Activity
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
Share purchase agreement of Inapa France SAS
M&A Activity Classification · 99% confidence The document is a formal 'Release' from INAPA, dated October 18, 2024, informing the market under Article 17 of Regulation (EU) No. 596/2014 about entering into a 'Share purchase agreement' for the sale of its subsidiary, Inapa France SAS, to Japan Pulp and Paper Co., Ltd (JPP) for a fixed price. This describes a significant corporate transaction involving the transfer of ownership of a subsidiary, which falls under Merger & Acquisition (M&A) activity. The specific code for M&A Activity is TAR.
2024-10-18 English
Delisting of Inapa IPG's shares
Delisting Announcement Classification · 100% confidence The document explicitly announces the 'Delisting of Inapa IPG's shares' from Euronext Lisbon, effective October 29, 2024, due to the company being declared insolvent. This directly corresponds to the definition of a Delisting Announcement (Code: DLST). The document is short and serves as an official notice of this corporate action.
2024-10-16 English
the sale of Inapa Packaging SAS
M&A Activity Classification · 99% confidence The document is a formal announcement dated October 9, 2024, informing the market about the 'Sale of Inapa Packaging SAS'. It explicitly references Article 17 of Regulation (EU) No. 596/2014 (MAR - Market Abuse Regulation), which mandates the immediate public disclosure of inside information. The content details a significant corporate transaction (sale of a subsidiary for EUR 20,000,000). This type of announcement regarding a major corporate action, specifically a sale/disposal, falls under the scope of M&A Activity (TAR) or, more broadly, a significant regulatory disclosure. Since the core event is the sale/disposal of a business unit, 'M&A Activity (TAR)' is the most specific fit, as it relates to a transaction involving the transfer of ownership interests. It is not an earnings release (ER), an interim report (IR), or a general regulatory filing (RNS) if a more specific category exists. Given the nature of the transaction (sale of a subsidiary), TAR is appropriate.
2024-10-09 English
Creditors' Meeting for the evaluation of the report presented by the Insolvency Administrator
Legal Proceedings Report Classification · 99% confidence The document is a formal release dated September 27, 2024, informing the market about a 'Creditors' Meeting for the evaluation of the report' presented by the Insolvency Administrator. It details specific proposals voted upon regarding the sale of assets (Europackaging, Inapa France) and capital structure adjustments related to insolvency proceedings. This content relates to significant corporate actions, legal/financial restructuring, and regulatory disclosure under EU Regulation 596/2014 (Market Abuse Regulation). Since it is a specific announcement regarding legal/financial proceedings (insolvency and asset sales) rather than a standard periodic report (10-K, IR) or a general regulatory filing (RNS), it best fits the category for Legal Proceedings Report (LTR) or potentially a Capital/Financing Update (CAP) due to the asset sales. However, the core subject is the outcome of a meeting concerning the administrator's report in an insolvency context. Given the options, 'LTR' (Legal Proceedings Report) covers significant legal/regulatory matters like insolvency proceedings best, although 'RNS' (Regulatory Filings) is a strong fallback if LTR is too narrow. Since the document explicitly discusses the evaluation of an Insolvency Administrator's report and subsequent major transaction approvals stemming from that legal status, LTR is the most precise fit among the specific codes provided for legal/regulatory events.
2024-09-27 English
addendum to the Report of the Insolvency Administrator
Legal Proceedings Report Classification · 99% confidence The document is an official announcement released by INAPA – INVESTIMENTOS, PARTICIPAÇÕES E GESTÃO, SA, dated September 25, 2024. The title explicitly states it is an "Addendum to the Insolvency Administrator's Report (art. 155 Portuguese Insolvency Code)" and it is being released under the terms of Article 17 of Regulation (EU) No 596/2014 (Market Abuse Regulation). This indicates a mandatory disclosure of material information related to insolvency proceedings and a potential M&A transaction (acquisition proposal by JPP). Since it is an announcement regarding a significant corporate event (insolvency proceedings update and a binding acquisition proposal), and it is not a full annual report (10-K), a quarterly report (IR), or a standard earnings release (ER), it falls under the category of a general regulatory announcement or a specific corporate action disclosure. Given the context of insolvency and a takeover/acquisition proposal being discussed, it relates closely to M&A activity (TAR) or a general regulatory filing (RNS). However, the core subject is the update on the insolvency process and a specific transaction proposal, which is material information disclosed via a regulatory channel. Because it is a specific, material update that doesn't fit perfectly into the defined M&A (TAR - which usually implies a formal bid/merger) or a standard financial report, the most appropriate general category for mandatory, material, non-standard disclosures is Regulatory Filings (RNS). It is an announcement of an update, not the full report itself, adhering to the 'Menu vs Meal' rule if it were shorter, but here it is a specific regulatory disclosure about legal/financial proceedings.
2024-09-25 English
the Report of the Insolvency Administrator
Legal Proceedings Report Classification · 99% confidence The document is explicitly titled "Report of the Insolvency Administrator" and references Article 155 of the Portuguese Insolvency Code. It details the status of an insolvency proceeding, including the receipt of proposals from potential investors for company assets. This content relates to significant legal and financial restructuring events concerning the company's operational status and assets, which falls under the scope of legal proceedings or significant corporate events outside of standard periodic financial reporting (10-K, IR, ER). Since it is a formal report detailing the status of a legal/insolvency matter, it best fits the Legal Proceedings Report (LTR) category, as it is a report on a significant legal/regulatory matter (insolvency proceedings). It is not a general regulatory filing (RNS) because it is a specific, named report type (Insolvency Administrator's Report). Given the context of insolvency and legal action, LTR is the most appropriate fit.
2024-09-20 English

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