Reference Guide
Explore definitions and details for 44 distinct filing types found across European markets.
A comprehensive report on a company's activities and financial performance throughout the preceding year.
Complete set of financial statements for the full fiscal year, audited by an independent auditor and typically included in the annual report.
Annual report prepared in the European Single Electronic Format (ESEF).
Financial data extracted from the annual report. Includes financial statements and notes of annual report.
The formal, standardized quarterly financial report that follows specific regulatory requirements. This contains mandatory disclosures including detailed financial statements, comprehensive notes, management's discussion and analysis (MD&A), risk factors, and legal proceedings. It's more structured and regulated than both Earnings Releases and Interim Reports, following specific filing requirements and formats. This represents the official quarterly filing, NOT the initial earnings announcement or informal business updates.
Financial statements for a fiscal quarter that have been audited by an independent auditor, which is less common but may be required in certain circumstances.
Quarterly report prepared in the European Single Electronic Format (ESEF).
Documentation specifically from the Annual General Meeting, including presentations, speeches, and materials presented during the regular yearly shareholders' meeting. This includes the chairman's address, CEO/management presentations, detailed business reviews presented at the AGM, and supplementary meeting materials. This is NOT the meeting notice, voting results, or just the agenda - it's the actual content and materials from the meeting itself. Also does NOT include materials from extraordinary meetings or standalone voting results.
Comprehensive analysis documents that combine business operations review with financial performance analysis. Must include detailed discussion of business activities, market conditions, operational performance, AND financial results. These are analytical reports providing context and narrative around company performance, often including segment analysis, market trends, operational metrics, and financial commentary. Different from pure financial reports by including extensive business context and operational analysis. Does NOT include brief updates, single-topic reports, or pure financial statements.
Updates regarding financial structure, fundraising, or capital changes.
Comprehensive documentation of the company's governance framework, structures, and practices. Must include detailed information about board composition, committee structures, internal controls, shareholder rights, and compliance with governance codes/regulations. Should cover board independence, meeting attendance, governance policies, risk oversight mechanisms, and explanations of any deviations from governance codes. Focuses on HOW the company is run and controlled, not just WHO runs it. Does NOT include executive compensation details (covered by DEF 14A), routine business updates, or general regulatory filings. Different from remuneration reports by focusing on structural governance rather than compensation.
General corporate presentations used for broad audiences and general business communication. This includes company overviews, product/service presentations, corporate events, trade show materials, and general business updates. These presentations focus on operational aspects, company history, market position, products/services, and general business strategy. Usually less financial-focused than investor presentations and suitable for customers, employees, media, or general public. Does NOT include specific investor-focused materials, financial deep-dives, or earnings call presentations.
Verbatim transcripts of conference calls, primarily earnings calls and investor conferences. Contains the exact dialogue including management presentations, Q&A sessions with analysts, and any formal statements made during the call. Must include clear designation of speakers and complete conversation flow. Typically covers financial results discussion, business updates, and analyst questions. This is specifically the TRANSCRIPT, not the presentation materials or slides used during the call. Does NOT include written summaries, presentation decks, or press releases related to the call.
Detailed disclosure of compensation arrangements and payments for directors and senior executives. Must include specific compensation amounts, structure of pay packages, performance metrics used for variable compensation, benchmarking information, and compensation policies. Should detail base salaries, bonuses, long-term incentives, pension contributions, benefits, and the rationale behind compensation decisions. Must include any significant changes to compensation policies and performance-based payment outcomes. Different from general governance reports by focusing SOLELY on compensation matters. Does NOT include broader governance structures, general board matters, or non-compensation related policies.
Reports specifically about personal share transactions conducted by company insiders, including board members, directors, supervisory board members, and their closely associated persons or entities. This covers purchases, sales, gifts, or other transfers of company shares or financial instruments by these individuals. The focus is on personal trading activity, not institutional investments or major shareholding changes. These reports are important for transparency about insider activity and potential signals about company prospects. This category does NOT include general shareholder notifications or corporate actions.
An announcement detailing dividend amounts and schedules for shareholders.
Notifications about a company’s stock being removed from an exchange.
Official announcements of voting outcomes and voting rights announcements from ANY shareholder meeting (whether AGM or EGM). These reports detail the specific results of each resolution, including votes for/against, abstentions, and whether resolutions passed or failed. Must include specific voting numbers or percentages and clear outcomes for each resolution. This is strictly for reporting RESULTS after meetings, NOT for meeting notices or general meeting reports. This category applies regardless of whether it's from a regular annual meeting or an extraordinary meeting.
Formal announcements and documentation for ordinary annual shareholder meetings. These materials outline standard meeting details such as the agenda, proposed resolutions, and voting procedures. They are intended to inform shareholders in advance of the meeting and do not include post-meeting results or reports.
The initial, time-sensitive announcement of a company's financial results for a specific period. This is typically a concise document focusing on key performance metrics, headline numbers, and immediate financial highlights. It often includes preliminary or unaudited figures, management quotes, and key performance indicators (KPIs). This is usually the first disclosure of financial results, released before more detailed reports. NOT to be confused with complete quarterly/interim reports or detailed financial statements.
Required reports from non-EU companies that have securities listed on EU regulated markets. These include specific disclosures meeting EU regulatory standards, equivalency documentation, and additional transparency requirements not covered by the company's home jurisdiction reporting. Must include explanations of differences between home country and EU requirements, reconciliation of accounting standards where needed, and additional EU-mandated disclosures. Does NOT include regular financial reports or disclosures that would be filed in the company's home market.
Standardized, concise summaries of key company information, typically 1-2 pages. Must include core metrics like business description, key financial data, market position, share information, and contact details. These are snapshot documents designed for quick reference, often updated quarterly or annually. Should be distinguished from detailed reports or comprehensive analyses - these are brief, structured overviews only. Does NOT include detailed analyses, full financial reports, or comprehensive business reviews.
Specific assessments and statements regarding the company's internal control systems for financial reporting. Must include management's evaluation of control effectiveness, identified material weaknesses (if any), and attestation by external auditors. Focuses on processes, systems, and controls ensuring accurate financial reporting. Different from general risk reports or financial statements - specifically about control systems and their effectiveness. Does NOT include regular financial reports or general risk assessments.
Periodic financial and performance updates for investment firms and funds.
Presentations specifically designed for the investment community and financial audiences. Must contain detailed financial information, KPIs, market analysis, growth strategy, and investment highlights. Typically includes financial metrics, market share data, competitive analysis, growth projections, and capital allocation strategies. These are more technical and numbers-focused than general company presentations, often accompanying earnings releases or investor days. Does NOT include general corporate overviews or non-financial business presentations.
A comprehensive financial report covering a period shorter than a full fiscal year (usually semi-annual or quarterly). Unlike an Earnings Release, this contains complete financial statements, detailed notes, management commentary, and business segment analysis. It's more detailed than an Earnings Release but may be less extensive than a formal quarterly report (10-Q). This report typically combines financial data with business updates and forward-looking information. NOT to be used for preliminary earnings announcements or brief financial updates.
Announcements regarding changes in interest rates affecting financial instruments.
Immediate disclosures of price-sensitive or material information that could affect the company's stock price or investor decisions. Must be information not previously public and potentially market-moving. Examples include unexpected management changes, major contract wins/losses, significant legal developments, profit warnings, unexpected business developments, or material operational changes. These are time-critical announcements focused on specific events or developments. Does NOT include routine business updates, regular financial reports, or general news that isn't materially significant for stock price or company valuation.
Detailed disclosures of significant legal and regulatory matters affecting the company. Must include material litigation, regulatory investigations, enforcement actions, and potential legal impacts on business. Should detail the nature of proceedings, potential financial exposure, current status, and likely timeline. This is specifically for legal matters, NOT general risk disclosures or financial impacts in other reports. Does NOT include minor legal matters or routine regulatory filings.
Notifications of changes in a company’s executive leadership or board.
Management's detailed narrative analysis of the company's financial condition, operations, and future prospects. Must include explanation of financial results, business trends, key performance drivers, liquidity analysis, and forward-looking insights. This is more than just numbers - it's management's perspective on what drove results and what's expected ahead. Different from pure financial statements or brief updates by providing comprehensive management context. Does NOT include just financial statements or brief earnings commentary.
Notifications and reports about changes in significant shareholdings by any investors, companies, or institutions. This includes mandatory disclosures when crossing specific ownership thresholds (e.g., notifications under Article 69 of Public Offering Act), changes in substantial holdings, and updates to major shareholder structures. These reports typically detail the percentage of shares/voting rights before and after the transaction, the date of threshold crossing, and the resulting total shareholding position. This category does NOT include directors' personal trades or formal takeover bids.
Regular updates on the Net Asset Value (NAV) of a company or investment fund.
Updates on a company’s repurchase or sale of its own shares.
Comprehensive offering documents for new securities issuance, particularly IPOs or secondary offerings. Must include detailed company information, business description, risk factors, financial statements, management analysis, and offering terms. This is a highly regulated document with specific required disclosures for potential investors. Different from regular financial reports or business updates by its focus on new securities offerings. Does NOT include regular financial reports or general business updates.
Materials provided to shareholders regarding proxy voting and governance issues.
Initial filing document submitted by companies seeking to be listed on a stock exchange, providing comprehensive information about the company's business, risks, and financial condition.
The formal distribution channel for all types of regulated company announcements and filings. This is a META-CATEGORY for delivering news through official regulatory channels, not a specific content type. Can include various types of announcements (financial results, inside information, corporate actions, etc.) as long as they're distributed through the official regulatory news service. The key is the DISTRIBUTION METHOD, not the content itself. Does NOT indicate the type of information being shared - that should be classified by the actual content (e.g., if it's inside information distributed via RNS, it should be classified as ISS).
Announcements relating to the publication of reports or filing schedules. This includes publication calendars, schedule announcements of upcoming reports (like annual/quarterly report dates), notifications that reports have been filed/published, and any administrative communications about report timing or availability. Examples include annual reporting calendars, notifications of report publication delays, or confirmations of report submissions. Does NOT include the actual reports themselves - only announcements about their publication timing or availability. Different from regular reports by being purely administrative in nature.
Disclosures of business dealings involving parties with close relationships to the company. Must detail transactions with major shareholders, directors, key management, or their related entities. Should include transaction values, relationship descriptions, approval processes, and fairness assessments. Focus is on transparency of potentially conflicted dealings. Does NOT include regular business transactions or general financial reports.
Announcements of new share issuances, stock splits, or rights offerings.
Comprehensive reports on company's environmental, social, and governance (ESG) performance and initiatives. Must include environmental impact metrics, social responsibility programs, governance practices, and sustainability targets/progress. Should cover climate-related risks, social impacts, ethical practices, and ESG strategies. Different from financial reports by focusing on non-financial performance and long-term sustainability. Does NOT include regular financial reports or brief ESG updates.
Formal announcements and documents specifically related to takeover attempts, merger proposals, or acquisition bids. This includes initial bid announcements, tender offer details, board recommendations regarding takeover offers, changes in offer terms, and formal documentation for merger/acquisition proposals. These are distinguished from regular shareholding changes by their formal intent to acquire control or merge companies, usually involving specific offer prices and conditions. This category does NOT include regular share purchases or threshold crossing notifications that aren't part of a formal takeover attempt.
Detailed Excel spreadsheets containing supplementary financial information, often including granular data, financial metrics, and additional breakdowns not found in standard financial statements.
No filing types match your filter.
Try adjusting your search terms.
Navigating European financial disclosures requires understanding the purpose and content of various filing types. Each code represents a specific document category, essential for compliance, analysis, and investment decisions. Use this guide as a reference for the filings available through our platform and API.