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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 2024-07-02 Share Issue/Capital Cha…
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
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' concerning the 'Formation of Treasury Shares in the Issued Share Capital' of The Phoenix Holdings Ltd., filed with the Israel Securities Authority and the Tel Aviv Stock Exchange. It explicitly mentions that an attached report ('Treasury_Shares3624Translation_isa.pdf') contains the details and notes that this English version is a convenience translation. Since the document itself is primarily an announcement wrapper stating that the substantive report is attached, it fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given the specific nature of the content (share capital change/treasury shares), it relates to capital structure changes, which could suggest 'SHA' (Share Issue/Capital Change). However, the document structure strongly emphasizes the publication of an attached report, making 'RPA' a strong candidate if the attached PDF is the main filing. Since the content directly relates to changes in the issued share capital (treasury shares), 'SHA' is the most specific category for the underlying event. If the document were just announcing the release of a 10-K, RPA would be better. Here, the subject matter is a capital change, and the document serves as the official notification vehicle for that change, even if it points to an attachment. Given the options, 'SHA' captures the substance better than 'RPA' or 'RNS', although 'RPA' is plausible due to the attachment notice. I will lean towards 'SHA' as the subject matter is a direct capital structure event, and the document is an immediate report thereof.
2024-07-02 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Transaction in Own Shares Classification · 98% confidence The document explicitly details a 'Change in the number of treasury shares in the corporation's capital' due to purchases on the stock exchange. It reports the previous and current number of treasury shares held by the corporation itself ('The reporting corporation'). This type of filing, concerning the company's own shares being bought or sold (repurchased), directly corresponds to the definition of 'Transaction in Own Shares'. The reference to Israeli securities regulations (Regulation 31(b), 33(a)) confirms it is a formal regulatory filing, but the specific subject matter points precisely to the POS category, rather than the general RNS fallback or the SHA category (which usually covers new issues or splits).
2024-06-27 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' concerning the 'Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.' It explicitly mentions being reported to the 'Israel Securities Authority' and the 'Tel Aviv Stock Exchange' via MAGNA. The text states, 'Attached hereto is a report on Treasury_Shares27624Translation_isa.pdf'. Since the document itself is short (3022 chars) and serves primarily to announce the availability of an attached, more detailed report (the PDF), it fits the definition of a Report Publication Announcement (RPA). It is not the full financial report (10-K or IR) nor a general regulatory filing (RNS) if a more specific category applies, and RPA is the best fit for announcing the publication of a specific document.
2024-06-27 English
Convening of an Annual General Assembly on August 1th, 2024
AGM Information Classification · 98% confidence The document is explicitly titled 'Immediate Report on Convening the Annual General Assembly for the Company's Shareholders'. It details the date, time, location, and specific agenda items for a General Assembly, including the presentation of 2023 financial reports, reappointment of auditors, and reappointment of directors. This content directly relates to the formal meeting of shareholders. Therefore, the most appropriate classification is AGM Information (AGM-R). Although it is an immediate report announcing the meeting, the core subject matter is the AGM itself, making AGM-R more specific than a general Regulatory Filing (RNS) or Report Publication Announcement (RPA).
2024-06-26 English
Convening of an Annual General Assembly on August 1th, 2024
AGM Information Classification · 98% confidence The document explicitly mentions 'Convening of an Annual General Assembly on August 1th, 2024' and refers to attached materials like 'Voting Paper & Directors Declarations'. This strongly indicates materials related to the Annual General Meeting (AGM). Although it is an announcement referencing attached documents, the core subject matter is the AGM itself, making AGM-R (AGM Information) the most appropriate classification over a generic RPA or RNS, as AGM-R is a specific category for AGM materials.
2024-06-26 English
A Change in the Number of Treasury Shares in the Issued Share Capital of The Phoenix Holdings
Share Issue/Capital Change Classification · 99% confidence The document explicitly details a change in the number of treasury shares held by 'The Phoenix Holdings Ltd.' following purchases on the stock exchange. It references specific Israeli securities regulations (Regulation 31(b) and 33(a)) and provides detailed tables on the transaction, including the number of shares purchased (+5,689) and the resulting total held (9,570,918). This type of filing, concerning the company's own shares being bought or sold (repurchased), directly corresponds to the definition of 'Transaction in Own Shares'. The code for this is POS.
2024-06-25 English

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