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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 2021-06-13 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 · 95% 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 count. The document explicitly states it is an immediate report and attaches a PDF file ('Treasury_Shares136_Translation_isa.pdf'). Given the short length (3050 chars) and the nature of announcing a specific event (treasury share formation) via an immediate report, it is not a comprehensive report like a 10-K or IR. It is an announcement regarding a corporate action related to capital/shares. The most fitting category is 'Capital/Financing Update' (CAP) or potentially 'Share Issue/Capital Change' (SHA). Since the action is the *formation* of treasury shares (which is a form of share transaction/capital change), SHA is more specific than CAP, which often implies fundraising. However, the document is structured as an immediate regulatory filing announcement, which often defaults to RNS if the specific action isn't perfectly covered. Given the content is about changes to the issued share capital (treasury shares), SHA is the best fit among the specific financial action codes. If it were just announcing the publication of a detailed report, RPA would apply, but this *is* the report/announcement of the event itself, not just the announcement of a report's availability. I will classify it as SHA due to the direct reference to 'Issued Share Capital' and 'Treasury Shares'.
2021-06-13 English
Change in Treasury Shares Number
Transaction in Own Shares Classification · 98% confidence The document explicitly details a 'Change in the Number of Treasury Shares in the Issued Share Capital of the Corporation' resulting from 'Stock Exchange purchases'. It provides specific transaction details (date, price, number of shares bought: +35,000) and updates the total holding of 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 suggests a mandatory filing, but the content is specific to share repurchase activity, making POS the most accurate classification over the general RNS.
2021-06-10 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. Since the document explicitly announces a report ('Attached hereto is a report on...') and is very short (3050 chars), it fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). However, the content specifically details a change in share capital (treasury shares), which aligns closely with 'Share Issue/Capital Change' (SHA) or 'Transaction in Own Shares' (POS). Given the focus on 'formation of Treasury Shares', POS (Transaction in Own Shares) is the most specific fit, although RPA is also plausible if it were just an announcement wrapper. Since the core subject is the transaction itself, POS is preferred over the general RPA/RNS, unless the document was purely a notice *about* the attached PDF. As it is an immediate report detailing a share transaction, POS is the best fit among the specific transaction codes. If POS was not available, SHA would be considered. Since POS is available, I select POS.
2021-06-10 English
Financial Statements as of March 31 2021
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Consolidated Interim Financial Statements as of March 31 2021' and includes a 'Report of the Board of Directors on the State of the Corporation's Affairs'. It contains detailed financial data, management discussion and analysis (MDA), and notes to the financial statements for the first quarter of 2021. It is a comprehensive quarterly report, not an announcement or a summary, and therefore fits the definition of an Interim/Quarterly Report (IR). Q1 2021
2021-06-10 English
Financial Statements as of March 31 2021
Report Publication Announcement Classification · 95% confidence The document is a cover page or notification form for an English translation of a previously published Hebrew quarterly report. It explicitly states 'Attached hereto is a report' and provides a link to the original Hebrew filing. Per the 'Menu vs Meal' rule, this is an announcement of a report rather than the report itself, and it serves as a regulatory filing to satisfy translation requirements. Q1 2021
2021-06-10 English
Change in Treasury Shares Number
Share Issue/Capital Change Classification · 99% confidence The document explicitly details an 'Immediate Report regarding the Formation of Treasury Shares in the Issued Share Capital of the Corporation, a Change in their Number or in the Identity of the Holder.' It cites specific Israeli securities regulations (Regulation 31(b) and 33(a)). The content focuses on a transaction involving treasury shares, including the number of shares purchased, the consideration, and the resulting holding percentage. This type of filing, reporting a specific transaction or change in capital structure (like share repurchase/issuance), aligns best with the 'Transaction in Own Shares' (POS) category, as it details the mechanics of the company acquiring its own stock. While it relates to capital, POS is more specific than CAP or SHA for treasury share transactions.
2021-06-09 English

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