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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 2023-04-18 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.' It references the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE), indicating it is a regulatory filing. The content describes a specific corporate action (treasury shares) and is not a full annual report (10-K), an earnings release (ER), or a general management discussion (MDA). Since it is an immediate, specific regulatory disclosure that doesn't fit the other precise categories like Director's Dealing (DIRS) or Dividend Notice (DIV), it falls best under the general regulatory filing category, RNS, or potentially Capital/Financing Update (CAP) due to the nature of treasury shares. However, given the context of immediate, specific regulatory disclosures often falling into the miscellaneous regulatory bucket when not fitting a primary financial report type, RNS is a strong candidate. Since treasury share formation directly impacts capital structure, CAP is also plausible. Given the structure is an 'Immediate Report' filed via MAGNA, and it deals with share capital changes, SHA (Share Issue/Capital Change) is the most specific fit, as treasury share formation is a change in the issued capital structure. The document explicitly mentions 'Issued Share Capital'.
2023-04-18 English
Central District Court issued a ruling approving a settlement agreement in a motion to certify a claim as a class action against The Phoenix Insurance Company Ltd - Immediate Report
Regulatory Filings Classification · 95% confidence The document explicitly states it is an "Immediate Report" concerning a court ruling approving a settlement agreement related to a class action lawsuit against a subsidiary. It mentions being reported via MAGNA to the Israel Securities Authority and Tel Aviv Stock Exchange. The structure, reference numbers (e.g., 2023-01-036640), and the nature of the content (a specific, material event update) strongly suggest an immediate regulatory disclosure. Since it is not a full annual report (10-K), a quarterly report (IR), an earnings release (ER), or a proxy statement (DEF 14A/PSI), and it details a significant legal/litigation event, it fits best under the general category for regulatory announcements that are not otherwise specified, or potentially Legal Proceedings Report (LTR). However, given the context of Israeli filings often using 'Immediate Report' for material events that don't fit standard SEC forms, and the lack of a specific 'Legal Proceedings Report' definition that perfectly matches this structure (LTR is defined as 'Legal Proceedings Report'), the most appropriate general classification for a material, non-periodic, non-financial event disclosure that is not a standard SEC form is the general regulatory filing category, RNS, especially since it is a convenience translation of an immediate report. If LTR were strictly defined as any legal update, it would be LTR, but RNS serves as the catch-all for non-standard regulatory disclosures like this immediate report from the Israeli market.
2023-04-18 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 held by the corporation itself ('The reporting corporation' is the holder). It specifies the transaction details, including the date (17/04/2023), the essence of the change ('An increase due to purchases in the Stock Exchange'), the number of shares bought (+36,901), and the resulting total treasury shares. This directly relates to the company managing its own stock, which falls under the category of 'Transaction in Own Shares' (share repurchase/issuance). The reference to Israeli securities regulations confirms it is a formal filing, but the content is specific to treasury share transactions, making POS the most accurate classification over general regulatory filings (RNS).
2023-04-17 English
Formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.
Regulatory Filings 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 is filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly deals with changes to the company's share capital structure (treasury shares). This aligns directly with the definition of 'Share Issue/Capital Change' (Code: SHA), which covers capital structure changes. Although it is an immediate report, the subject matter is specific enough to warrant SHA over the general 'RNS' fallback. The document length is short (3024 chars) and it points to an attached PDF report, but the core subject matter is the capital change itself, making SHA more precise than RPA, as RPA is usually for announcing the *publication* of a standard report (like an annual report), whereas this is a specific, immediate disclosure about a corporate action.
2023-04-17 English
Claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company regarding loss of working capacity policies
Legal Proceedings Report Classification · 99% confidence The document explicitly states it is an 'English language report to Israeli corporate' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content describes an 'Immediate Report' concerning a class action lawsuit filed against a subsidiary, The Phoenix Insurance Company Ltd. This type of disclosure regarding significant legal proceedings or material events that require immediate public notification falls under the category of an immediate regulatory filing. Since the content is a substantive report about a legal claim, it is not merely an announcement of a report (RPA). While it is a regulatory filing, the specific nature of reporting a significant lawsuit aligns best with the 'Legal Proceedings Report' (LTR) definition, which covers 'significant lawsuits, regulatory actions, or legal matters involving the company.' Given the context of immediate reporting requirements for material legal events in Israel, LTR is the most precise fit over the general RNS fallback.
2023-04-04 English
claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company regarding the appraiser's fee paid by the policyholder
Legal Proceedings Report Classification · 98% confidence The document explicitly reports on a legal matter: 'A Claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company Ltd.' It details the nature of the claim (underpayment of appraiser's fee) and the potential damages (over NIS 2.5 million). This content directly relates to significant lawsuits or regulatory actions involving the company. This fits the definition of 'Legal Proceedings Report' (LTR). It is not an Annual Report (10-K), an Earnings Release (ER), or a general regulatory filing (RNS), as it concerns a specific legal event.
2023-04-04 English

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