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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 2021-06-28 Transaction in Own Shar…
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
Change in Treasury Shares Number
Transaction in Own Shares Classification · 98% confidence The document explicitly details a change in the number of treasury shares held by the reporting corporation itself ('The Phoenix Holdings Ltd.'). It specifies the transaction date (28/06/2021), the number of shares bought (+34,000), the consideration, and the resulting total treasury shares. This type of filing, reporting the company's own share transactions (repurchase/acquisition), directly corresponds to the definition of 'Transaction in Own Shares'. The regulatory references (Regulation 31(b) and 33(a) of the Securities Regulations) suggest a mandatory disclosure, but the content is highly specific to share buybacks/treasury stock management, fitting the 'POS' code best. It is not a general capital change (SHA) but a specific transaction in own shares.
2021-06-28 English
Change in Treasury Shares Number
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 'formation of Treasury Shares in the Issued Share Capital'. This relates to changes in the company's capital structure or share transactions. The document explicitly states that an attached file ('TreasuryShares286Translation_isa.pdf') contains the substantive report. Since this document is short (3046 chars) and serves primarily to announce the publication of the detailed report on treasury shares, it fits the description of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given the specific nature of the content (share capital/treasury shares), 'Share Issue/Capital Change' (SHA) or 'Transaction in Own Shares' (POS) are possibilities for the *attached* report. However, this filing itself is the *announcement* of that report. Following Rule 2 (The 'MENU VS MEAL' Rule), if the document announces the publication of a report, it should be classified as RPA or RNS. Since 'SHA' and 'POS' are specific types of capital changes, and this is a general regulatory announcement mechanism for immediate reports, RNS (Regulatory Filings - general fallback for immediate reports not covered elsewhere) is a strong candidate, but RPA (Report Publication Announcement) is also highly relevant as it points to an attached report. Given the content is about treasury shares (a form of share transaction/capital change), and it's an immediate regulatory filing, RNS is the most appropriate general regulatory category for this announcement wrapper, although RPA is also plausible. I will select RNS as the primary regulatory announcement category for this immediate filing wrapper.
2021-06-28 English
Clarification and update regarding notice of derivative claim and motion for leave to file a derivative action against the Company & Phoenix Insurance
Regulatory Filings Classification · 95% confidence The document is titled "Immediate Report" and is addressed to the Securities Authority and the Tel Aviv Stock Exchange. It provides clarification and announcement regarding a derivative claim following a previous report. This type of communication, which is a formal, time-sensitive disclosure to regulators and the market about a significant event (a lawsuit/claim), fits best under the general category for regulatory announcements that aren't specifically covered by other detailed forms like 10-K, ER, or DIV. Since it is a formal, immediate disclosure to the exchange that doesn't fit the specific definitions of the other codes (like ER, CT, LTR, etc.), the most appropriate fallback is Regulatory Filings (RNS). The document length is short (2430 chars), but it is a substantive report/clarification, not just an announcement *of* a report, which slightly favors RNS over RPA.
2021-06-22 English
Clarification and update regarding notice of derivative claim and motion for leave to file a derivative action against the Company & Phoenix Insurance
Legal Proceedings Report Classification · 99% confidence The document is a regulatory filing from 'THE PHOENIX HOLDINGS LTD' reported via MAGNA to the Israel Securities Authority and Tel Aviv Stock Exchange. The content explicitly states it is an 'English language report to Israeli corporate' and provides an attachment titled 'Clarification and update regarding notice of derivative claim and motion for leave to file a derivative action...'. This type of specific, non-periodic legal/regulatory update that doesn't fit standard financial reports (10-K, IR, ER) or corporate actions (DIV, SHA) is best classified as a general Regulatory Filing (RNS), as it is an immediate report concerning legal matters, which often falls under the miscellaneous regulatory disclosure category when a more specific code isn't available (like LTR, which is for Legal Proceedings Report, but RNS is often used for general immediate regulatory disclosures in this context, especially when it's a clarification/update). Given the nature of the update regarding a derivative claim, LTR might be considered, but RNS is the designated fallback for miscellaneous regulatory announcements. Since it is an 'Immediate Report' and not a standard periodic report, and it concerns a legal matter, LTR is a strong candidate. However, RNS is the broader category for immediate regulatory announcements not covered elsewhere. Given the specific nature of the content (legal claim update), LTR (Legal Proceedings Report) is more precise than the general RNS fallback. I will choose LTR as it directly addresses an update on a significant lawsuit/legal matter.
2021-06-22 English
Notice regarding derivative claim and motion for leave to file a derivative action against the Company & Phoenix Insurance , their BOD members and a longstanding manager in Phoenix Insurance
Legal Proceedings Report Classification · 98% confidence The document is titled 'Immediate Report' and details the filing of a derivative claim and motion for leave to file a derivative action against the Company and its subsidiary in the District Court in Tel Aviv Jaffa. This concerns a significant legal matter involving alleged breach of duties and potential financial liabilities (NIS 1.43 billion). This type of disclosure regarding significant lawsuits or regulatory actions fits the definition of a Legal Proceedings Report (LTR). It is not a full annual report (10-K), an earnings release (ER), or a general announcement of a report publication (RPA/RNS), as it contains the substantive details of the legal event itself.
2021-06-17 Hebrew (modern)
Notice regarding derivative claim and motion for leave to file a derivative action against the Company & Phoenix Insurance , their BOD members and a longstanding manager in Phoenix Insurance
Legal Proceedings Report Classification · 95% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states it is an 'English language report to Israeli corporate' and that an attached report contains a 'Notice regarding derivative claim and motion for leave to file a derivative action against the Company & Phoenix Insurance'. Since the document itself is very short (3175 chars) and serves primarily to announce the availability of a separate, substantive report (YAKIRENG1_isa.pdf) concerning a legal matter, it fits the description of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given the specific nature of the content—a notice about a legal proceeding (derivative claim)—it strongly relates to 'Legal Proceedings Report' (LTR). However, the structure of the filing is an announcement referencing an attached PDF. The 'MENU VS MEAL' rule suggests classifying short announcements of reports as RPA or RNS. Since LTR is a specific category for legal matters, and this document is an immediate report about a legal claim, LTR is a strong candidate. However, the document is framed as a cover notice for the actual legal report. If the attached PDF is the full legal report, this cover sheet is best classified as a general Regulatory Filing (RNS) or RPA, as it is not the comprehensive legal report itself, but a notification of its filing. Given the context of regulatory filings in Israel (MAGNA system), RNS is often used for immediate, non-periodic disclosures that don't fit other specific SEC-style forms. Since the content is about a legal claim, LTR is highly relevant, but the format suggests RNS/RPA. I will lean towards RNS as the most appropriate general regulatory disclosure fallback for an immediate report about a legal claim that is being published via the regulatory system, rather than the specific LTR which might imply the full text of the legal filing is present here. Revisiting the definitions: LTR is for 'Updates on significant lawsuits, regulatory actions, or legal matters'. This document is exactly that. While it's short, it is the official regulatory filing announcing the legal matter. I will classify it as LTR because the subject matter is highly specific to legal proceedings, overriding the RPA/RNS classification based on length alone, as this is the primary disclosure mechanism for that specific event type.
2021-06-17 English

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