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Rothschild & Co — Investor Relations & Filings

Ticker · ROTH ISIN · FR0000031684 LEI · 549300ILF3L0BBIDPZ11 PA Financial and insurance activities
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Filings indexed 548 across all filing types
Latest filing 2022-04-28 AGM Information
Country FR France
Listing PA ROTH

About Rothschild & Co

https://www.rothschildandco.com/en/

Rothschild & Co is a global and independent financial services group with four market-leading business divisions: Global Advisory, Wealth Management, Asset Management, and Merchant Banking. The firm provides a broad range of services, including M&A and strategic advisory, financing advisory, and restructuring for corporations, financial institutions, and governments. Its Wealth and Asset Management divisions offer bespoke investment solutions and advisory services to institutional clients, families, entrepreneurs, and foundations. The Merchant Banking division is the investment arm of the group, managing a series of funds dedicated to private equity and private debt. With a history spanning over 200 years, the firm leverages its global network to offer a distinct, long-term perspective to its clients.

Recent filings

Filing Released Lang Actions
Availability of the preparatory documents for the Combined General Meeting of 19 May 2022
AGM Information Classification · 98% confidence The document is a press release dated April 28, 2022, titled "Availability of the preparatory documents for the Combined General Meeting of 19 May 2022". It explicitly discusses the upcoming General Meeting, the availability of preparatory documents, the agenda, and voting conditions. This content directly relates to the materials prepared for the Annual General Meeting (AGM). Although it announces the availability of documents, the core subject matter is the AGM itself, making AGM-R the most appropriate classification over a generic RPA, especially since the document details the meeting logistics and document availability as required for the AGM process. The document length (3243 chars) is short, but the content is highly specific to the AGM event, not just a generic report announcement.
2022-04-28 English
Mise à disposition des documents préparatoires à l’Assemblée générale mixte du 19 mai 2022
AGM Information Classification · 98% confidence The document is a press release dated April 28, 2022, titled "Mise à disposition des documents préparatoires à l'Assemblée générale mixte du 19 mai 2022" (Making available of preparatory documents for the Combined General Meeting of May 19, 2022). It explicitly mentions the date and location of the AGM and details where preparatory documents, including the 'Document d'Assemblée générale' (General Meeting Document) and the agenda, can be consulted (on the company website). Since the document's primary function is to announce the availability of materials for an upcoming Annual General Meeting (AGM) rather than being the AGM presentation itself or the formal voting results, it aligns best with the category for AGM-related announcements or materials preparation. Given the options, 'AGM Information (Code: AGM-R)' is the most appropriate fit, as it covers presentations and materials shared during the AGM, and this document announces the availability of those materials prior to the meeting. The short length (3199 chars) and focus on announcing availability also suggest it is not the full report itself.
2022-04-28 French
Disclosure of transactions in own shares
Transaction in Own Shares Classification · 100% confidence The document is explicitly titled "Disclosure of transactions in own shares" and details the purchase of the company's own shares (share buyback) during a specific period (28 March to 1 April 2022). This activity directly corresponds to the definition of a company repurchasing its own stock. The filing type code 'POS' (Transaction in Own Shares) is the most accurate classification for this content.
2022-04-05 English
Déclaration des transactions sur actions propres
Transaction in Own Shares Classification · 100% confidence The document is titled "Déclaration des transactions sur actions propres" (Declaration of own share transactions) and details the purchase of own shares (rachat d'actions propres) by Rothschild & Co SCA between March 28 and April 1, 2022. This activity directly corresponds to the definition of a company buying back or selling its own shares, which is classified as 'Transaction in Own Shares'. The corresponding code is POS. The document is a formal declaration, not just an announcement of a report (RPA) or a general regulatory filing (RNS).
2022-04-05 French
Information on the total number of voting rights and shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Information on the total number of voting rights and shares' and explicitly references French Commercial Code and AMF (Autorité des marchés financiers) regulations regarding voting rights. It provides a table detailing the number of shares and the total number of theoretical and exercisable voting rights as of a specific date (31/03/2022). This content directly relates to the official declaration of voting rights and share structure, which aligns best with the 'Declaration of Voting Results & Voting Rights Announcements' category.
2022-04-05 English
Informations relatives au nombre total de droits de vote et d’actions
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a 'COMMUNIQUE DE PRESSE' (Press Release) dated April 5, 2022, providing information regarding the 'nombre total de droits de vote et d'actions' (total number of voting rights and shares) as of March 31, 2022. This type of mandatory disclosure, detailing the total number of shares and voting rights, is typically required by market regulators (like the AMF in France, referenced here) and relates directly to the company's capital structure and shareholder base. Reviewing the definitions: - 10-K/IR: Not a full annual or interim report. - ER: Not an earnings release. - DIV/SHA/POS: While related to shares, this is a specific regulatory disclosure about the total count, not a dividend announcement, new share issue, or buyback transaction. - DVA: This is not the result of a vote, but the underlying share count used for voting. This filing specifically reports the total number of shares and voting rights, which is a distinct regulatory filing requirement. Among the provided codes, none perfectly match 'Total Share Count Disclosure'. However, it is a mandatory regulatory announcement concerning capital structure changes or status. It is closest in nature to a notification about capital changes or a general regulatory update. Since it is a specific, periodic disclosure about the share count, it is most appropriately classified as a general Regulatory Filing (RNS) or potentially related to Share Issue/Capital Change (SHA) if interpreted broadly. Given the context of mandatory regulatory reporting that doesn't fit the other specific categories (like DIV, POS, or ER), RNS (Regulatory Filings) serves as the best general fit for mandatory, non-financial summary disclosures. However, let's re-evaluate the options. A disclosure of the total number of shares and voting rights is fundamentally a statement about the company's capital structure. SHA (Share Issue/Capital Change) covers announcements regarding new share issues, stock splits, or other capital changes. While this isn't a *change* announcement, it is the required periodic reporting of the current state of the capital base. Given the options, RNS is the fallback. If we must choose a more specific category related to capital, SHA is the closest thematic fit, but RNS is safer for mandatory, non-standard disclosures. Since this is a very specific, recurring regulatory disclosure about the share base, RNS is the most appropriate catch-all for mandatory regulatory updates that aren't earnings or management changes. I will use RNS as the fallback for this specific regulatory disclosure type.
2022-04-05 French

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