Major Shareholding Notification • Sep 11, 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) Transmitted via MAGNA: 11/09/2025 www.isa.gov.il www.tase.co.il Reference: 2025-01- 068668
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 holder: PHOENIX FINANCIAL LTD
Name of corporation/last name and first name of holder in English as registered with the Companies Registrar or in the passport: The Phoenix Financial Ltd
Type of identification number: Number in the Israeli Companies Registrar
Identification number of the holder: 520017450
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 the number of shareholders holding together with him securities of the corporation: Yes
Name of controlling shareholder in the interested party: See Note 1
Identification number of controlling shareholder in the interested party: See Note 1
Citizenship / Country of incorporation or registration: Incorporated in Israel
Country of citizenship / incorporation or registration:
Name and type of security: BANK HAPOALIM B.M. Deferred Subordinated Notes Series T
Nature of change: Increase Other
Details: The increase in purchase was made as part of a purchase in an offering on 21.8.2025 and in several transactions on the stock exchange from 24.8.2025 to 9.9.2025, at a price range of 98.74 to 99.26 agorot.
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: 09/09/2025
Transaction price: 99.00 agorot
Are these dormant shares or securities convertible into dormant shares: No
Balance (in quantity 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 quantity of securities: +42,246,898
Current balance (in quantity of securities): 42,246,898 Current holding percentage of total securities of the same type: % 4.46
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: % 0.22 In voting rights: % 0.22
Name of corporation/last name and first name of holder: PHOENIX FINANCIAL LTD
Name of corporation/last name and first name of holder in English as registered with the Companies Registrar or in the passport: The Phoenix Financial Ltd
Type of identification number: Number in the Israeli Companies Registrar
Identification number of the holder: 520017450
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 the number of shareholders holding together with him securities of the corporation: Yes
Name of controlling shareholder in the interested party: See Note 1
Identification number of controlling shareholder in the interested party: See Note 1
Citizenship / Country of incorporation or registration: Incorporated in Israel
Country of citizenship / incorporation or registration:
Security number on the stock exchange: 1227446
Name and type of security: BANK HAPOALIM B.M. Deferred Subordinated Notes Series T
Details: The increase in purchase was made as part of a purchase in an offering on 21.8.2025 and in several transactions on the stock exchange from 2.9.2025 to 8.9.2025, at a price range of 89.53 to 99.08 agorot.
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: 08/09/2025
Transaction price: 98.99 agorot
Are these dormant shares or securities convertible into dormant shares: No
Balance (in quantity 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 quantity of securities: +53,000,000
Current balance (in quantity of securities): 53,000,000 Current holding percentage of total securities of the same type: % 5.59
Holding percentage after the change: In capital: % 5.35 In voting rights: % 5.44
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: % 5.32 In voting rights: % 5.41
Note: If the value 'increase' was selected due to a forced purchase of loaned securities or the value 'decrease' due to a forced sale of loaned securities, 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 | PHOENIX FINANCIAL LTD (formerly: Phoenix Holdings Ltd) is a public company and a reporting corporation without a controlling core. Details about its interested parties are published in its reports. |
||
| 2 | The holding is through a tradable corporate bond partnership, which is a registered partnership and all rights holders are companies in the institutional reporting group. The partnership itself is not a company managing provident funds. According to the partnership agreement between the rights holders in the partnership, the holding percentage of the rights holders changes frequently, according to the mechanism set in the partnership agreement. As of 09.09.2025, the holding percentages in the partnership are: Tradable Corporate Bond Partnership Provident Funds - 57.58%, Mivtach-Mishtatef 42.42% |
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.
| No. | Name | Position |
|---|---|---|
| 1 | Orit Langer |
Other - Deputy Department Manager |
| 2 | Anat Nagar |
Other - Section 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.
Securities of the corporation are listed for trading on the Tel Aviv Stock Exchange
Short name: BANK HAPOALIM B.M.
Address: Rothschild Blvd 50, Tel Aviv 6688314 Phone: 03-5673800, Fax: 03-5674576 Email: [email protected] Company website: http://www.bankhapoalim.co.il
Previous names of the reporting entity:
Electronic reporter name: Gilad Bloch Position: Bank Secretary Employer company name:
Address: Yehuda Halevi 63, Tel Aviv - Jaffa 6578109 Phone: 03-5673800, Fax: 03-5674576 Email: [email protected]
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