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The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
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Filings indexed 1,047 across all filing types
Latest filing 2024-11-03 Regulatory Filings
Country IL Israel
Listing TA PHOE

About The Phoenix Holdings Ltd.

https://www.fnx.co.il

Phoenix Financial Ltd., formerly The Phoenix Holdings Ltd., is a diversified financial services group with major operations in insurance, asset management, and credit. The company provides a comprehensive range of multi-line insurance products, including life and savings, pensions, health, and property and casualty coverage such as automotive and travel insurance. In the investment sector, the group offers asset management services and various investment solutions, including passive investment tracks. Additionally, Phoenix Financial provides consumer credit and financing services, supported by a significant distribution network and digital platforms for client management.

Recent filings

Filing Released Lang Actions
liability Insurance policy approval for the Company and its subsidiaries
Regulatory Filings Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It discusses the approval of a Directors and Officers (D&O) Liability Insurance Policy by the Compensation Committee. This type of disclosure, concerning executive compensation, board matters, or related party transactions requiring committee approval, often falls under governance or remuneration categories. Since the core subject is the approval of compensation/liability insurance for directors and officers, it aligns most closely with Remuneration Information (DEF 14A), which covers compensation for top executives and directors. Although it is an immediate report from an Israeli regulator (which might suggest RNS), the specific content about D&O insurance approval is a key component of executive remuneration disclosure, making DEF 14A the most specific fit among the provided options, even if the format is not a standard SEC DEF 14A.
2024-11-03 English
Ceased to serve as directors of the Company and a subsidiary - Mr. Eliezer Yones and Mr. Yitzhak Cohen
Board/Management Information Classification · 98% confidence The document explicitly announces the cessation of service for several directors of the company and its subsidiary, referencing specific dates (October 14, 2024) and prior regulatory reports (April 21, 2024, and October 14, 2024). This content directly relates to changes in the company's senior management/board structure. This aligns perfectly with the definition of Board/Management Information (MANG). Although it is an official filing (indicated by ISA/TASE headers and reference numbers), the subject matter is specific to management changes, making MANG the most precise classification over the general RNS fallback.
2024-10-15 English
Tel Aviv-Jaffa District Court issued a judgment approving an agreed request to withdraw from a motion to certify a class action against the Phoenix Insurance Company Ltd. (subsidiary
Legal Proceedings Report Classification · 99% confidence The document is a brief announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It reports on a legal matter: the court approval of withdrawing a motion to certify a class action against a subsidiary. The text explicitly states, "This concludes the proceeding." Crucially, the document structure, referencing previous reports, providing signatory details, and noting it is a convenience translation, strongly suggests it is an immediate regulatory disclosure. Since it concerns a legal outcome (conclusion of a proceeding) and does not fit neatly into specific financial reports (10-K, IR, ER) or management/governance disclosures, it falls best under the general category for miscellaneous regulatory filings. Applying the 'MENU VS MEAL' rule: The document is short (4750 chars) and reports on an event rather than being a comprehensive report itself. It is an 'Immediate Report' update. Given the options, 'Regulatory Filings' (RNS) is the most appropriate fallback for specific, non-standard regulatory updates that aren't covered by the other codes.
2024-10-15 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.
Transaction in Own Shares Classification · 99% confidence The document explicitly details a change in the number of treasury shares held by a specific entity ('Phoenix Financial Ltd.') due to purchases on the stock exchange, referencing Israeli securities regulations (Regulation 31(b), 33(a)). It provides specific transaction details (date, rate, consideration, number of shares changed) and updates the total treasury share count. This content directly relates to the company's own shares being transacted in the market, which aligns perfectly with the definition of 'Transaction in Own Shares' (POS). It is not a general capital change (SHA), nor is it a management change (MANG) or a standard earnings report (ER/IR).
2024-10-15 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The subject is the 'Formation of Treasury Shares in the Issued Share Capital'. This relates to a change in the company's capital structure or share count, specifically involving treasury shares. This aligns best with the 'Share Issue/Capital Change' category (SHA). Although it is an immediate report, the content is substantive regarding capital structure, not just an announcement of a report's publication (which would be RPA/RNS). Since it directly concerns the issuance/holding of shares, SHA is the most precise fit over the general RNS fallback.
2024-10-15 English
Formation of Treasury Shares in the Issued Share Capital of Phoenix Financial Ltd.
Transaction in Own Shares Classification · 99% confidence The document explicitly details a change in the number of treasury shares held by the corporation, including the transaction date (10/10/2024), the nature of the change ('An increase due to purchases in the Stock Exchange'), the number of shares involved (+75,000), and the resulting total treasury share count (10,918,931). It references specific Israeli securities regulations (Regulation 31(b) and 33(a)). This content directly relates to the company's own share capital structure and transactions involving its own stock, which aligns perfectly with the definition of 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), an annual report (10-K), or a management discussion (MDA).
2024-10-10 English

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