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PEH Wertpapier AG — Investor Relations & Filings

Ticker · PEH ISIN · DE0006201403 LEI · 529900P1X7BY0WE24F38 F Financial and insurance activities
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Filings indexed 333 across all filing types
Latest filing 2017-05-22 Annual Report
Country DE Germany
Listing F PEH

About PEH Wertpapier AG

https://www.peh.de/

PEH Wertpapier AG is an owner-managed, independent financial services provider established in 1989. The firm specializes in asset management for private and institutional clients, offering tailored solutions that include discretionary portfolio management, strategic wealth planning, generational consulting, and foundation management. It develops and manages a range of investment funds, notably employing artificial intelligence (AI) for systematic stock selection within certain strategies. The company's service model is based on providing holistic, long-term financial advisory and partnership.

Recent filings

Filing Released Lang Actions
Datum:22.05.2017
Annual Report Classification · 100% confidence The document is a comprehensive 'Geschäftsbericht 2016' (Annual Report 2016) for PEH Wertpapier AG. It contains the management's review (Vorwort des Vorstands), detailed financial tables (Kennzahlen), the Supervisory Board report (Bericht des Aufsichtsrats), and the consolidated financial statements (Konzernabschluss und Konzernlagebericht). As it covers the full fiscal year 2016 and provides substantive financial data and analysis, it is classified as an Annual Report (10-K). FY 2016
2017-05-22 German
Declaration of Voting Results & Voting Rights Announcements 2017
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Stimmrechtsmitteilung' (Voting Rights Notification) and explicitly mentions compliance with German securities law (§ 26 Abs. 1 WpHG). It details changes in share ownership ('Erwerb/Veräußerung von Aktien mit Stimmrechten') and reports the resulting percentage of voting rights held by an individual/entity ('Herr Marcel Maschmeyer' and 'Paladin Asset Management Investmentaktiengesellschaft'). This content directly corresponds to the definition of reporting personal share transactions by executives or changes in significant share ownership thresholds, but the specific structure and focus on voting rights notification strongly align with insider/director dealing reports or major shareholding notifications. Given the options, 'Director's Dealing' (DIRS) covers executive transactions, and 'Major Shareholding Notification' (MRQ) covers crossing ownership thresholds. Since this is a formal notification of voting rights changes involving an individual/entity crossing a threshold (3.73%), it fits best under Director's Dealing (DIRS) if the person is an insider, or MRQ if it's purely a major shareholder notification. However, the German term 'Stimmrechtsmitteilung' is the standard regulatory filing for reporting changes in voting rights, which often overlaps with DIRS (insider trades) or MRQ (major holdings). Since the document reports a specific percentage change related to an individual/entity, and DIRS covers 'Report of personal share transactions by company directors and executives (insider trades)', this is a strong candidate. MRQ is for 'Notification of changes in significant share ownership levels (crossing thresholds)'. Since the document explicitly details voting rights percentages and is a formal regulatory disclosure, MRQ is the most precise fit for reporting the change in the percentage of voting rights held by a significant shareholder/insider.
2017-04-21 German
Declaration of Voting Results & Voting Rights Announcements 2017
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Korrektur der Veröffentlichung vom 13.04.2017, 12:43 Uhr MEZ/MESZ – PEH Wertpapier AG: Veröffentlichung gemäß § 26 Abs. 1 WpHG mit dem Ziel der europaweiten Verbreitung' and explicitly mentions 'Veröffentlichung einer Stimmrechtsmitteilung' (Publication of a voting rights notification). Section 2 indicates 'Erwerb/Veräußerung von Aktien mit Stimmrechten' (Acquisition/Disposal of shares with voting rights). Section 6 details the 'Gesamtstimmrechtsanteile' (Total voting rights shares). This content directly corresponds to reporting changes in share ownership and voting rights, which falls under the definition of Director's Dealing (DIRS) or Major Shareholding Notification (MRQ). However, the specific nature of reporting voting rights changes (Stimmrechtsmitteilung) under German law (§ 26 WpHG) is most closely aligned with tracking significant ownership changes, which is covered by 'Major Shareholding Notification' (MRQ) in the provided definitions, although DIRS also covers insider trades. Given the focus on voting rights thresholds and share percentage changes, MRQ is a strong candidate. Alternatively, since it is a formal regulatory notification about share ownership changes, and not specifically about a director's personal trade (DIRS), MRQ is the better fit among the options that deal with share ownership changes. If the options were broader, 'Voting Rights Announcement' would be ideal, but among the provided codes, MRQ (Major Shareholding Notification) captures the essence of reporting changes in significant share ownership levels.
2017-04-20 German
Declaration of Voting Results & Voting Rights Announcements 2017
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Stimmrechtsmitteilung' (Voting Rights Notification) and explicitly mentions 'Veröffentlichung einer Stimmrechtsmitteilung' (Publication of a Voting Rights Notification) under the German Securities Trading Act (§ 26 Abs. 1 WpHG). It details the acquisition/disposal of shares with voting rights by Paladin Asset Management Investmentaktiengesellschaft mit TGV, showing the resulting percentage of voting rights (3.73%). This directly corresponds to the definition of a notification regarding changes in significant share ownership or voting rights, which aligns best with the 'Declaration of Voting Results & Voting Rights Announcements' (DVA) category, as it reports the outcome of a voting rights change event, or potentially 'Major Shareholding Notification' (MRQ). Given the explicit mention of 'Stimmrechtsmitteilung' and the structure detailing voting rights changes, DVA is the most precise fit, as MRQ usually refers to crossing ownership thresholds, whereas this is a formal notification of the resulting voting power.
2017-04-13 German
DGAP-DD: PEH Wertpapier AG deutsch
Director's Dealing Classification · 100% confidence The document is explicitly titled 'Directors’ Dealings' and contains structured data reporting transactions by a person in a management/supervisory function ('Herr Gregor Langer', 'Position: Aufsichtsrat' - Supervisory Board). The German header 'DGAP-DD: PEH Wertpapier AG deutsch' and the description 'Meldung und öffentliche Bekanntgabe der Geschäfte von Personen, die Führungsaufgaben wahrnehmen...' directly correspond to insider trading or director's dealing reports. This matches the definition for Director's Dealing (DIRS). The document length is short, but it is the report itself, not an announcement of a report.
2017-04-11 German
PEH Wertpapier AG: Vorlaufiges Konzernjahresergebnis 2016 / Guter Start in 2017
Earnings Release Classification · 100% confidence The document is titled 'PEH Wertpapier AG: Vorläufiges Konzernjahresergebnis 2016 / Guter Start in 2017' and contains key financial highlights for the year 2016, including preliminary results before taxes, adjusted results, and a dividend proposal. It explicitly mentions that the final audited annual and consolidated financial statements are planned for release on April 24, 2017. The document itself is a news release announcing these preliminary annual results and providing context, which aligns perfectly with the definition of an Earnings Release (ER). Although it discusses the annual result, it is explicitly stated to be preliminary and precedes the final report, making it the initial announcement of the period's performance. FY 2016
2017-04-10 German

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