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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 1,046 across all filing types
Latest filing 2022-05-11 Capital/Financing Update
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
Expansion of bond (series K) - The Phoenix Capital Raising (2009) Ltd. second-tier subsidiary of the Company - Public Stage results
Capital/Financing Update Classification · 99% confidence The document announces the results of a public offering (extension) of Bonds (Series K) by a subsidiary, raising NIS 272,239 thousand. It references previous reports and regulatory filings (Shelf Offering Report, Securities Authority permit). The context mentions it is an 'English language report to Israeli corporate' and is a convenience translation of an immediate report. This type of announcement, detailing a specific financing activity (raising capital via bonds), aligns best with the 'Capital/Financing Update' category. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS), as it describes a specific capital event.
2022-05-11 English
Expansion of bond (series K) - The Phoenix Capital Raising (2009) Ltd. second-tier subsidiary of the Company - Institutional Stage results
Capital/Financing Update Classification · 98% confidence The document text describes the results of an institutional tender for bonds (series K expansion) by a subsidiary, The Phoenix Capital Raising (2009) Ltd. It explicitly mentions that an 'immediate report regarding tender results' was published and details the financial commitments received (NIS 293,361 thousand nominal value bonds). The document structure, including references to the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE), and the note that it is an English convenience translation of a Hebrew immediate report, strongly suggests this is a regulatory filing announcing a specific corporate action related to financing/capital structure. Since the content is about the results of a debt raising/commitment stage, it falls under Capital/Financing Update (CAP). It is not a full Annual Report (10-K), an Earnings Release (ER), or a general Regulatory Filing (RNS), as it pertains specifically to capital raising activities.
2022-05-04 English
Annual Report for 2021
Annual Report Classification · 100% confidence The document is titled 'Annual Report for 2021' and contains detailed sections typical of a full annual report, including a letter from the Chairman, a description of the corporation's business, consolidated financial statements, corporate governance information, and internal controls. The length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. The content includes comprehensive financial and operational details for the fiscal year 2021, consistent with an official yearly report covering company activity and full financial performance. Therefore, this document fits the definition of an Annual Report (10-K). FY 2021
2022-04-28 Hebrew (modern)
Annual Report for 2021
Report Publication Announcement Classification · 95% confidence The document explicitly states it is an 'English language report to Israeli corporate' and is a 'translated version' of a 'Periodic Report for 2021'. It mentions being reported via MAGNA to the Israel Securities Authority and Tel Aviv Stock Exchange. The key indicator is the attachment of the actual report: 'Attached hereto is a report on *The Phoenix Holdings Ltd. Periodic Report for 2021 - translated version*'. Since the document itself is an announcement stating that the periodic report is attached, and given the context of comprehensive annual/periodical reporting, it aligns best with the definition of an Interim/Quarterly Report (IR) if it were the full document, or an Annual Report (10-K) if it were the full annual filing. However, because this specific text is a cover/filing document announcing the availability of the full 'Periodic Report for 2021' (which covers a full year), and it is not the full financial statement itself, it functions as a notification. Given the options, a comprehensive annual report is usually classified as 10-K. Since this is a translated cover page announcing the availability of the full 2021 Periodic Report (which functions as the annual report for that jurisdiction), and it is not a generic 'Report Publication Announcement' (RPA) which usually announces the *timing* of a release, but rather the release itself via the regulatory system, we must choose the most appropriate report type. A 'Periodic Report' covering a full year strongly suggests the content of a 10-K. However, applying Rule 2 (The 'MENU VS MEAL' Rule), this document is short (3404 chars) and states the report is 'Attached hereto'. This strongly suggests it is an announcement *of* the report, not the report itself. The closest category for announcing the publication of a major report that isn't a proxy or earnings release is RPA (Report Publication Announcement) or RNS (Regulatory Filings). Since RPA specifically covers the announcement of report publication, it is the most precise fit for this cover document.
2022-04-28 English
A judgment by the Tel Aviv Regional Labor Court, approving an agreed motion for withdraw from motion to certify a claim as a class action against The Phoenix Insurance Company Ltd.
Legal Proceedings Report 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 announces the resolution of a legal matter (a class action withdrawal) involving a subsidiary. The text explicitly states, "This form is for reports that has been translated to English (convenience translation) and should be published alongside with the report in Hebrew..." and references previous 'Immediate Reports'. This structure, which reports on a specific event (legal resolution) via an official channel (ISA/TASE) and is often a translation of a primary filing, strongly suggests it is a general regulatory disclosure that doesn't fit the highly specific categories like 10-K, ER, or CT. Since it is an official, immediate announcement to the market regarding a legal outcome, and it is not a presentation (IP), a dividend notice (DIV), or a management change (MANG), the most appropriate fallback category for a miscellaneous, mandatory regulatory filing from an Israeli entity is 'Regulatory Filings' (RNS). The document length is moderate (5100 chars), but the content is purely informational disclosure, not a full report itself.
2022-04-27 English
A Claim accompanied by a motion to certify the Claim as a class action against The Phoenix Insurance Company Ltd
Legal Proceedings Report 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 a legal matter: a class action claim filed against a subsidiary, The Phoenix Insurance Company Ltd. The filing explicitly states it is an 'English language report to Israeli corporate' and references previous 'Immediate Report' filings. This type of disclosure regarding significant legal proceedings or regulatory matters, especially when presented as a convenience translation of an immediate report, fits best under the general category for regulatory announcements that aren't specifically financial results (ER/IR) or governance documents (DEF 14A/CGR). Since it details a significant lawsuit, it aligns closely with 'Legal Proceedings Report' (LTR). However, given the context of mandatory reporting to Israeli regulators (ISA/TASE) about a lawsuit, and the structure being a formal notification rather than the lawsuit document itself, it functions as a general regulatory disclosure. Since LTR is specifically for legal proceedings updates, and this document is exactly that—an update on a filed claim—LTR is the most precise fit among the specific options. If LTR were not available, RNS would be the fallback.
2022-04-27 English

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