Major Shareholding Notification • Sep 7, 2025
Major Shareholding Notification
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BANK HAPOALIM B.M.
BANK HAPOALIM LTD
Registration Number: 520000118
To: Israel Securities Authority To: Tel Aviv Stock Exchange Ltd. Form Number: T076 (Public) Sent via MAGNA: 07/09/2025 www.isa.gov.il www.tase.co.il Reference: 2025-01-067305
Regulation 33(b) of the Securities Regulations (Periodic and Immediate Reports), 1970
Note: This form is intended for reporting changes in holdings of securities of the reporting corporation only. For reporting changes in holdings of securities of a subsidiary of the reporting corporation, if its activity is material to the activity of the reporting corporation, use Form T121.
Name of corporation/last name and first name of the holder: Harel Insurance Investment & Financial Services Ltd
Type of identification number: Number in the Israeli Companies Register
Holder's identification number: 520033986
Type of holder: Nostro account
Does the hedge fund have the right to appoint a director or representative to the company's board?
Is the holder acting as a representative for the purpose of reporting several shareholders holding together securities of the corporation? Yes
Name of controlling shareholder in the interested party: See Note No. 1
Identification number of the controlling shareholder in the interested party: See Note No. 1
Citizenship/country of incorporation or registration: Incorporated in Israel
Country of citizenship/incorporation or registration:
Security number on the stock exchange: 1227438
Name and type of security: BANK HAPOALIM B.M. Deferred Subordinated Notes Series Yad'
Nature of change: Increase Due to issuance according to prospectus
Other:
Note: Purchase or sale of shares on the stock exchange by way of a matched transaction, as defined in the third part of the stock exchange regulations, will be classified as an offexchange transaction, with disclosure in the free text field that the transaction was carried out in this way.
Is this a change in a single transaction or multiple transactions (cumulative change): Single transaction
Date of change: 21/08/2025
Transaction rate: 99.45 Currency: agorot
Are these dormant shares or securities convertible into dormant shares: No
Balance (in number of securities) in the last report: 0.00 Holding percentage of total securities of the same type in the last report: % 0.00
Change in number of securities: +30,400,000
Current balance (in number of securities): 30,400,000 Current holding percentage of total securities of the same type: % 4.42
Holding percentage after the change: In capital: % 0.34 In voting rights: % 0.34
Explanation: The holding percentage after the change does not refer to convertible securities.
Holding percentage after the change on a fully diluted basis: In capital: % 0.34 In voting rights: % 0.34
Name of corporation/last name and first name of the holder: Harel Insurance Investment & Financial Services Ltd
Type of identification number: Number in the Israeli Companies Register
Holder's identification number: 520033986
Type of holder: Companies managing mutual investment funds in trust
Does the hedge fund have the right to appoint a director or representative to the company's board?
Is the holder acting as a representative for the purpose of reporting several shareholders holding together securities of the corporation? Yes
Name of controlling shareholder in the interested party: See Note No. 1
Identification number of the controlling shareholder in the interested party: See Note No. 1
Citizenship/country of incorporation or registration: Incorporated in Israel
Country of citizenship/incorporation or registration:
Security number on the stock exchange: 1227438
Name and type of security: BANK HAPOALIM B.M. Deferred Subordinated Notes Series Yad'
Nature of change: Increase Other
Other: The increase in purchase was made as part of a purchase in an issuance and additional transactions on the stock exchange from 21.8.2025 to 25.8.2025 at a price range of 99.45-100
Note: Purchase or sale of shares on the stock exchange by way of a matched transaction, as defined in the third part of the stock exchange regulations, will be classified as an offexchange transaction, with disclosure in the free text field that the transaction was carried out in this way.
Is this a change in a single transaction or multiple transactions (cumulative change): Multiple transactions
Date of change: 25/08/2025
Transaction rate: 99.80 Currency: agorot
Are these dormant shares or securities convertible into dormant shares: No
Balance (in number of securities) in the last report: 0.00 Holding percentage of total securities of the same type in the last report: % 0.00
Change in number of securities: +10,950,356
Current balance (in number of securities): 10,950,356 Current holding percentage of total securities of the same type: % 1.59
Holding percentage after the change: In capital: % 1.64 In voting rights: % 1.67
Explanation: The holding percentage after the change does not refer to convertible securities.
Holding percentage after the change on a fully diluted basis: In capital: % 1.64 In voting rights: % 1.66
Name of corporation/last name and first name of the holder: Harel Insurance Investment & Financial Services Ltd
Type of identification number: Number in the Israeli Companies Register
Holder's identification number: 520033986
Type of holder: Provident funds and companies managing provident funds
Does the hedge fund have the right to appoint a director or representative to the company's board?
Is the holder acting as a representative for the purpose of reporting several shareholders holding together securities of the corporation? Yes
Name of controlling shareholder in the interested party: See Note No. 1
Identification number of the controlling shareholder in the interested party: See Note No. 1
Citizenship/country of incorporation or registration: Incorporated in Israel
Country of citizenship/incorporation or registration:
Security number on the stock exchange: 1227438
Name and type of security: BANK HAPOALIM B.M. Deferred Subordinated Notes Series Yad'
Nature of change: Increase Due to issuance according to prospectus
Note: Purchase or sale of shares on the stock exchange by way of a matched transaction, as defined in the third part of the stock exchange regulations, will be classified as an offexchange transaction, with disclosure in the free text field that the transaction was carried out in this way.
Is this a change in a single transaction or multiple transactions (cumulative change): Single transaction
Date of change: 21/08/2025
Transaction rate: 99.45 Currency: agorot
Balance (in number of securities) in the last report: 0.00 Holding percentage of total securities of the same type in the last report: % 0.00
Change in number of securities: +28,000,000
Current balance (in number of securities): 28,000,000 Current holding percentage of total securities of the same type: % 4.08
Holding percentage after the change: In capital: % 4.38 In voting rights: % 4.45
Explanation: The holding percentage after the change does not refer to convertible securities.
Holding percentage after the change on a fully diluted basis: In capital: % 4.36 In voting rights: % 4.43
Note: If the value "increase due to forced purchase of loaned securities" or "decrease due to forced sale of loaned securities" is selected, then loaned securities that were not returned to the lender and thus the lending action became a forced purchase and the lending action a forced sale.
| No. | Note | ||
|---|---|---|---|
| 1 | Harel Insurance Investment & Financial Services Ltd ("Harel Insurance") is a public company whose shares are traded on the Tel Aviv Stock Exchange. The controlling shareholders of Harel Insurance are: Yair Hamburger ID 007048671, Gideon Hamburger ID 007048663, Nurit Manor ID 051171312 ("the shareholders"). The holding as stated is mainly through G.Y.N Economic Consulting and Investment Management 2017 Limited Partnership (Partnership No. 550272587), a partnership fully controlled and owned by the shareholders, in which they hold as limited partners through private companies wholly owned by them. The rest of the shares of Harel Insurance are held by the public. |
||
| 2 | The holdings listed under provident funds are direct holdings of the provident funds. |
If not all the consideration was paid at the time of the change, please specify the date of completion of the payment:
Explanation: The holding percentages should be stated taking into account all securities held by the interested party.
Details of the authorized signatories on behalf of the corporation:
| No. | Name of Signatory |
Position |
|---|---|---|
| 1 | Meirav Avitan |
Other - Department Manager |
| 2 | Vered Melamed |
Other - Department Manager |
Explanation: According to Regulation 5 of the Periodic and Immediate Reports Regulations (1970), a report submitted under these regulations shall be signed by those authorized to sign on behalf of the corporation. The staff's position on the matter can be found on the Authority's website: Click here.
Short name: BANK HAPOALIM B.M.
Address: 50 Rothschild Blvd., Tel Aviv 6688314 Phone: 03-5673800, Fax: 03-5674576 Email: [email protected] Company website: http://www.bankhapoalim.co.il
Name of electronic reporter: Gilad Bloch Position: Bank Secretary Name of employing company:
Address: 63 Yehuda Halevi St., Tel Aviv - Jaffa 6578109 Phone: 03-5673800, Fax: 03-5674576 Email: [email protected]
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