Skip to main content
The Phoenix Holdings Ltd. logo

The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
Open in API
Filings indexed 1,047 across all filing types
Latest filing 2021-05-30 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 Options to Employees and an immediate reporting of an immaterial change in the terms of Options allotted to the Offerees in accordance with the Previous Outline
Capital/Financing Update Classification · 95% confidence The document is titled "Outline and Immediate Report" and explicitly references several Israeli securities regulations, including "Securities Regulations (Details of an Outline of an Offer of Securities to Employees), 5760- 2000" and "Securities Regulations (Private Offering of Securities in a Listed Company), 5760-2000". It details an offer of up to 3,937,000 options to employees and officers. This structure—an outline detailing a private offering of securities (options) to employees, filed under specific regulatory frameworks—is characteristic of a filing related to capital structure changes or employee compensation plans, often mandated by local securities laws. Given the options are being offered to employees/officers, it relates to capital/financing activities. The closest fit among the provided codes is "Capital/Financing Update" (CAP), as it details the issuance of securities (options) to employees. It is not a standard 10-K, AR, or ER. Since it is a detailed outline of the offering itself, rather than just an announcement that a report is available (RPA), CAP is the most appropriate classification.
2021-05-30 English
Outline of an Offer of Options to Employees and an immediate reporting of an immaterial change in the terms of Options allotted to the Offerees in accordance with the Previous Outline
Remuneration Information Classification · 99% 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 it is reporting on an 'Outline of an Offer of Options to Employees and an immediate reporting of an immaterial change in the terms of Options'. This relates to employee compensation/share schemes, but the primary function of this specific filing is to announce the existence of an attached report and provide regulatory context (including a reference to a previous Hebrew report). Given the short length (3374 chars) and the structure which points to an attached PDF ('Outline_and_Immediate_Report_isa.pdf'), this fits the criteria for a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Since the topic is related to employee options/compensation, it is not a DEF 14A (Remuneration Information) which typically covers executive pay, nor is it a CAP (Capital/Financing Update) which usually covers fundraising. It is an immediate report concerning employee options, which is a specific type of regulatory disclosure. Because it is an announcement pointing to the actual report, RPA is a strong candidate, but RNS is the general fallback for immediate regulatory disclosures that don't fit other specific categories like DIRS or DIV. Given the context of immediate reporting to the ISA/TASE about an employee option scheme change, and the structure being an announcement wrapper, RNS (Regulatory Filings) is the most appropriate general classification for this type of immediate, non-standard report wrapper, especially since it references previous reports and is a convenience translation.
2021-05-30 English
The Phoenix Capital Raising-examination of debt raising by issuing deferred liabilities deeds additional tier 1
Capital/Financing Update Classification · 98% confidence The document text explicitly mentions that a subsidiary, The Phoenix Capital Raising (2009) Ltd., has "published an immediate report... on the examination of debt raising by issuing Deferred Liabilities Deeds Additional Tier 1 in the amount of approximately NIS 400 million via a Shelf Offering Report." This content directly relates to fundraising, debt issuance, and capital structure activities. This aligns perfectly with the definition for Capital/Financing Update (CAP). Although it mentions a 'Shelf Offering Report,' the document itself is an immediate update/announcement regarding the *examination* and potential execution of this financing, making CAP more appropriate than RPA or RNS, as the core subject is the financing event itself.
2021-05-27 English
The Phoenix Capital Raising-examination of debt raising by issuing deferred liabilities deeds additional tier 1
Report Publication Announcement Classification · 98% confidence The document is an immediate report published via MAGNA for the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The text explicitly states, "Attached hereto is a report on [details]... tier_1_isa.pdf". This structure, where a brief filing announces the publication of a separate, attached report (in this case, an immediate report regarding debt raising), strongly indicates that the filing itself is an announcement of a report's release, rather than the full report content. Given the short length (3179 chars) and the nature of announcing an 'immediate report' publication, the most appropriate classification is Report Publication Announcement (RPA). It is not a general Regulatory Filing (RNS) because RPA is more specific for announcing the release of other documents.
2021-05-27 English
Notice of the date of 2021 first quarter financial results publication and conference call details-Attached is the Company 2021 Q1 Conference Call invitation with updated link
Report Publication Announcement Classification · 98% confidence The document is a formal notice addressed to the Tel Aviv Stock Exchange and the Israel Securities Authority. The subject line explicitly states: "Notice of the date of 2021 first quarter financial results publication and conference call details." It announces *when* the Q1 financial reports will be released and provides details for the subsequent conference calls. According to Rule 2 (The 'MENU VS MEAL' Rule), a short document announcing the publication of a report, rather than containing the full report itself, should be classified as a Report Publication Announcement (RPA). It also mentions the accompanying presentation, further supporting this classification.
2021-05-27 English
Notice of the date of 2021 first quarter financial results publication and conference call details-Attached is the Company 2021 Q1 Conference Call invitation with updated link
Regulatory Filings Classification · 99% confidence The document is an 'Amended report for distorted report sent on date 24/05/2021'. The subject explicitly states: 'INVESTOR CALL The Company intends to publish its 2021 first quarter financial reports on May 27, 2021. A conference call for analysts and investors will be held on May 27, 2021... Enclosed is an invite document for the investors calls...'. This document is an announcement about an upcoming conference call related to the Q1 financial results, and it includes the invitation/invite document. This fits the definition of a Call Transcript (CT) if it were the transcript itself, but since it is the *invitation* to the call, it is most closely related to the event itself. However, the core content is the announcement and invitation for the conference call where results will be discussed. Given the options, 'Call Transcript (CT)' is the closest category for materials directly related to the earnings call, even if this specific document is the invitation rather than the transcript itself. Alternatively, since it announces the publication of Q1 financial reports and the subsequent call, it could be seen as an Earnings Release (ER) or a Regulatory Filing (RNS). Since it specifically focuses on the *conference call invitation* for the Q1 results, CT is the most precise fit among the choices for materials surrounding the earnings discussion event.
2021-05-27 English

Browse filings by year

15 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.