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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 2022-02-01 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
Outline of an offer of up to 4,883,593 Options to CEO, Officers and Employees of the Company and subsidiaries
Capital/Financing Update Classification · 95% confidence The document is an 'Outline' detailing the offering of up to 4,883,593 options to employees and officers, referencing specific Israeli regulations like the 'Securities Regulations (Details of an Outline of an Offer of Securities to Employees)' and the 'Income Tax Ordinance'. It outlines the terms, vesting periods, exercise price, and required approvals (including shareholder meeting approval for the CEO's options). This structure—a detailed plan for issuing securities (options) to employees, often requiring shareholder approval and regulatory filing—is characteristic of a filing related to capital structure changes or employee compensation plans. Since it is a detailed outline of an offer of securities (options) for employees, it most closely aligns with the 'Capital/Financing Update' (CAP) category, as it directly concerns the issuance of potential new shares/capital structure adjustments, or potentially a specific type of 'Proxy Solicitation & Information Statement' (PSI) if the primary purpose was seeking shareholder approval for the CEO's grant. However, the core subject is the mechanics and details of the option grant itself, which is a financing/capital activity. Given the options are being offered without monetary consideration in cash (for service), and the document details the mechanics of the grant, 'CAP' (Capital/Financing Update) is the most appropriate fit among the provided options, as it details a significant capital instrument issuance plan. It is not a standard 10-K, ER, or IR. It is a detailed plan, not just an announcement of a report (RPA/RNS).
2022-02-01 English
Outline of an offer of up to 4,883,593 Options to CEO, Officers and Employees of the Company and subsidiaries
Share Issue/Capital Change Classification · 99% confidence The document is a regulatory filing submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The title explicitly states it is an 'Outline of an offer of up to 4,883,593 Options to CEO, Officers and Employees of the Company and subsidiaries'. This relates to the issuance of options/shares to employees, which falls under capital structure changes or share issues. Since it is an immediate report detailing a specific corporate action (stock options offer) and is not a standard periodic report (10-K, IR) or a general announcement (RNS), the most fitting category is 'Capital/Financing Update' (CAP) or potentially 'Share Issue/Capital Change' (SHA). Given that stock options are a form of capital/incentive structure, CAP is appropriate, but SHA specifically covers share issues. Since this is an offer of options, which directly impacts the share capital pool, SHA is a strong fit. However, looking at the definitions, 'CAP' covers 'company fundraising, financing activities, or capital structure changes,' which stock options fit well. Given the context of an immediate report detailing a specific corporate action that is not a dividend or a buyback, and is related to employee compensation/capital structure, SHA (Share Issue/Capital Change) is the most precise fit for an option grant/offer. Revisiting the definitions: SHA is 'Announcement regarding new share issues, stock splits, or other capital changes.' An option grant is a change to the capital structure involving potential future share issuance. This is a specific corporate action announcement, not a general regulatory filing (RNS). Therefore, SHA is the best fit.
2022-02-01 English
District Court approval for the withdrawal from a motion to certify a claim as a class action against The Phoenix Insurance Company Ltd.
Legal Proceedings Report Classification · 98% confidence The document is an "Immediate Report" from The Phoenix Holdings Ltd. concerning a legal matter. Specifically, it announces that a court judgment approved the withdrawal from a motion to certify a class action lawsuit against its subsidiary, The Phoenix Insurance Company Ltd. This content directly relates to significant lawsuits and regulatory actions involving the company. Based on the definitions, this fits best under Legal Proceedings Report (LTR). The document is short and appears to be the announcement itself, not a comprehensive legal filing or a general regulatory notice (RNS), as it details a specific legal outcome.
2022-02-01 English
District Court approval for the withdrawal from a 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 convenience translation of an immediate report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It announces a specific legal event: the approval by the District Court for the withdrawal from a motion to certify a class action lawsuit against a subsidiary. This type of announcement regarding a significant legal proceeding or regulatory matter, especially when filed as an 'Immediate Report' (as indicated by the reference numbers and context), fits best under the category for Legal Proceedings Reports (LTR) or, given the context of general regulatory disclosure in Israel that doesn't fit other specific financial reports, potentially Regulatory Filings (RNS). Since the content is specifically about the conclusion of a legal proceeding, LTR is the most precise fit. The document length is moderate (5197 chars), and it contains the full substance of the announcement, not just a notice to download a separate report, thus avoiding the RPA classification.
2022-02-01 English
judgment ordering the deletion of a motion to certify a claim as a class action, which was filed against a subsidiary of the Company, The Phoenix Pension & Provident Ltd.
Legal Proceedings Report Classification · 99% confidence The document is an 'Immediate Report' dated January 27, 2022, concerning a legal matter. Specifically, it reports a judgment rendered by the Tel Aviv-Yafo District Court ordering the deletion of a motion to certify a class action claim against a subsidiary. This content directly relates to significant lawsuits and regulatory actions involving the company. According to the definitions, 'Legal Proceedings Report' (LTR) covers updates on significant lawsuits and regulatory actions. Although it is an 'Immediate Report' (which might suggest RNS), the specific subject matter (court judgment on a class action) fits the LTR definition much better than the general 'Regulatory Filings' (RNS) fallback.
2022-01-27 English
judgment ordering the deletion of a motion to certify a claim as a class action, which was filed against a subsidiary of the Company, The Phoenix Pension & Provident Ltd.
Legal Proceedings Report Classification · 99% confidence The document reports on a specific legal event: a judgment ordering the deletion of a class action motion against a subsidiary. It references previous reports and financial statement notes related to this matter. The header explicitly mentions 'Israel Securities Authority' and 'Tel Aviv Stock Exchange', and the document structure strongly resembles an official regulatory filing notification, specifically an 'Immediate Report' (as indicated by the reference to 'Immediate Report' and the structure typical of filings on MAGNA). Since the content is a specific update on a legal proceeding that has concluded ('This brings the proceeding to an end'), it fits the description of a Legal Proceedings Report (LTR). It is not a general regulatory filing (RNS) because LTR is more specific, nor is it an Earnings Release (ER) or Annual Report (10-K). The document is short and serves as a notification about the resolution of a legal matter.
2022-01-27 English

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