Major Shareholding Notification • Sep 18, 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: 18/09/2025 www.isa.gov.il www.tase.co.il Reference: 2025-01-070713
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: PHOENIX FINANCIAL LTD
Name of corporation/last name and first name of the holder in English as registered with the Companies Registrar or in the passport: The Phoenix Financial Ltd
Type of identification number: Company 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 several shareholders holding together securities of the corporation? Yes
Name of controlling shareholder in the interested party: See Note 1
Identification number of the 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: 1227453
Name and type of security: BANK HAPOALIM B.M. Bond 204
Nature of the change: Increase, Other
Details: The increase in purchase was made as part of a purchase in an issuance on 21.08.2025 and a purchase transaction on the stock exchange on 09.09.2025, at a price range of 99.55 to 99.99 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 rate: 99.63 agorot
Are these dormant shares or securities convertible to 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: +13,000,000
Current balance (in quantity of securities): 13,000,000 Current holding percentage of total securities of the same type: % 0.38
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 the holder: PHOENIX FINANCIAL LTD
Name of corporation/last name and first name of the holder in English as registered with the Companies Registrar or in the passport: The Phoenix Financial Ltd
Type of identification number: Company 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 several shareholders holding together securities of the corporation? Yes
Name of controlling shareholder in the interested party: See Note 1
Identification number of the 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: 1227453
Name and type of security: BANK HAPOALIM B.M. Bond 204
Details: The increase in purchase was made as part of a purchase in an issuance on 21.08.2025 and in several transactions on the stock exchange from 24.08.2025 to 17.09.2025, at a price range of 99.55 to 99.94 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: 17/09/2025
Transaction rate: 99.68 agorot
Are these dormant shares or securities convertible to 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: +348,470,000
Current balance (in quantity of securities): 348,470,000 Current holding percentage of total securities of the same type: % 10.19
Holding percentage after the change: In capital: % 5.28 In voting rights: % 5.37
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: % 5.25 In voting rights: % 5.34
Note number: 2
Name of corporation/last name and first name of the holder: PHOENIX INVESTMENTS HOUSE LTD - Mutual Funds
Name of corporation/last name and first name of the holder in English as registered with the Companies Registrar or in the passport: The Phoenix Investments House Ltd
Type of identification number: Company number in the Israeli Companies Registrar
Identification number of the holder: 520041989
Type of holder: Companies managing joint investment mutual 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: PHOENIX FINANCIAL LTD
Identification number of the controlling shareholder in the interested party: 520017450
Citizenship / Country of incorporation or registration: Incorporated in Israel
Country of citizenship / incorporation or registration:
Security number on the stock exchange: 1227453
Name and type of security: BANK HAPOALIM B.M. Bond 204
Nature of the change: Increase, Other
Details: The increase in purchase was made in several transactions on the stock exchange from 25.08.2025 to 04.09.2025, at a price range of 99.70 to 99.91 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: 04/09/2025
Transaction rate: 99.82 agorot
Are these dormant shares or securities convertible to 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: +1,910,751
Current balance (in quantity of securities): 1,910,751 Current holding percentage of total securities of the same type: % 0.06
Holding percentage after the change: In capital: % 1.58 In voting rights: % 1.61
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: % 1.57 In voting rights: % 1.60
Note number:
Note: If an increase is selected due to a forced purchase of loaned securities or a 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 holdings listed under provident funds include a holding of the AA Corporate Bond Partnership in the amount of 347,470,000 units and holdings of provident fund companies in the amount of 1,000,000 units. The aforementioned partnerships are partnerships registered with the Partnerships Registrar, and all the rights holders in them are companies in the institutional reporting group. The partnerships themselves are not companies managing provident funds. According to the partnership agreement between the rights holders in each of the partnerships, the holding percentage of the rights holders in the partnerships changes frequently, according to the mechanism set in the partnership agreement. As of 17.09.2024, the holding percentages in the partnerships are: AA Corporate Bond Partnership: Provident funds - 57.22%, Insurance - 42.78% |
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 | Position |
|---|---|---|
| 1 | Anat Nagar |
Other: Section Manager |
| 2 | Ofer Shaul |
Other: Section Manager |
Explanation: According to Regulation 5 of the Periodic and Immediate Reports Regulations (1970), a report submitted under these regulations must 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:
Name of electronic reporter: 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]
Form structure update date: 04/02/2025
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