Major Shareholding Notification • Aug 14, 2025
Major Shareholding Notification
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AMOT INVESTMENTS LTD.
Registry Number: 520026683
To: Israel Securities Authority To: Tel Aviv Stock Exchange Ltd. Form Number: T078 (Public) Sent via MAGNA: 14/08/2025 Israel Securities Authority Website: www.isa.gov.il Tel Aviv Stock Exchange Website: www.tase.co.il Reference: 2025-01-060494
Regulation 33(e)-(f) of the Securities Regulations (Periodic and Immediate Reports), 1970
First Name: _________ First Name in English as appears in passport: _________ Last Name/Corporation Name: MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. Last Name/Corporation Name in English: Migdal Insurance and Financial Holdings Ltd Type of Identification Number: Number in the Israeli Companies Registrar ☑ The holder is a corporation Identification Number: 520029984 Citizenship/ Country of Incorporation or Registration: Incorporated in Israel Country of Citizenship/ Incorporation or Registration: _________ Address: 4 Afek, Petah Tikva 49511 Is the holder acting as a representative for the purpose of reporting on several shareholders holding together securities of the corporation: Yes Name of the controlling shareholder in the interested party: See details of the controlling
shareholders in section 5 below. Identification number of the controlling shareholder in the interested party: 510464803
A. Nature of the action: Increase due to purchase on the stock exchange Explanation: _________ B. Name and type of security subject to the action: Ordinary share C. Security number on the stock exchange: 1097278 D. Date of action: 12/08/2025 E. Quantity of securities subject to the action: 400,000 F. Price at which the action was performed: 2,241.05
agorot _________ G. Are they dormant shares or securities convertible into dormant shares: No H. Was the entire consideration paid at the time of the change: Yes If not all the consideration was paid at the time of the change, please specify the date of completion of the payment:
_________
| Name, Type, and Series of Security |
Security Number |
Quantity of Securities |
Dormant* | Holding Percentage |
% Equity |
% Voting |
Holding Percentage (Full Dilution) |
% Equity |
% Voting |
|---|---|---|---|---|---|---|---|---|---|
| Ordinary share |
1097278 | 24,822,071 | No | 5.03 | 5.03 | 5.03 | 4.88 | 4.88 | 4.88 |
| AMOT Bond D |
1133149 | 35,938,412 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond E |
1138114 | 13,525,620 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond F |
1158609 | 259,614,309 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond G |
1162866 | 74,148,280 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond H |
1172782 | 381,944,885 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond I |
1204999 | 155,247,740 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Bond J |
1205004 | 47,287,004 | No | 0 | 0 | 0 | 0 | 0 | 0 |
| AMOT Warrant 12 |
1225036 | 1,481,500 | No | 0 | 0 | 0 | 0.29 | 0.29 | 0.29 |
B. The holder is a member of an institutional reporting group.
Below are the details of the holdings:
| Holder Type |
Name, Type, and Series of Security |
Security Number |
Quantity of Securities |
Dormant |
|---|---|---|---|---|
| Nostro Account |
AMOT Bond D |
1133149 | 1,256,441 | No |
| Nostro Account |
AMOT Bond F |
1158609 | 5,424,065 | No |
| Nostro Account |
AMOT Bond G |
1162866 | 381,310 | No |
| Participating Life Insurance Accounts |
Ordinary share |
1097278 | 20,708,801 | No |
| Participating Life Insurance Accounts |
AMOT Warrant 12 |
1225036 | 1,481,500 | No |
| Participating Life Insurance Accounts |
AMOT Bond D |
1133149 | 20,039,720 | No |
| Participating Life Insurance Accounts |
AMOT Bond F |
1158609 | 149,791,073 | No |
| Participating Life Insurance Accounts |
AMOT Bond G |
1162866 | 15,368,464 | No |
| Mutual Fund Management Companies |
Ordinary share |
1097278 | 4,113,270 | No |
| Mutual Fund Management Companies |
AMOT Bond D |
1133149 | 14,642,251 | No |
| Mutual Fund Management Companies |
AMOT Bond E |
1138114 | 13,525,620 | No |
| Mutual Fund Management Companies |
AMOT Bond F |
1158609 | 104,399,171 | No |
| Mutual Fund Management Companies |
AMOT Bond G |
1162866 | 58,398,506 | No |
| Participating Life Insurance Accounts |
AMOT Bond H |
1172782 | 203,548,781 | No |
| Holder Type |
Name, Type, and Series of Security |
Security Number |
Quantity of Securities |
Dormant |
|---|---|---|---|---|
| Mutual Fund Management Companies |
AMOT Bond H |
1172782 | 96,951,593 | No |
| Nostro Account |
AMOT Bond H |
1172782 | 81,444,511 | No |
| Participating Life Insurance Accounts |
AMOT Bond I |
1204999 | 132,426,258 | No |
| Participating Life Insurance Accounts |
AMOT Bond J |
1205004 | 9,500,000 | No |
| Mutual Fund Management Companies |
AMOT Bond I |
1204999 | 22,821,482 | No |
| Mutual Fund Management Companies |
AMOT Bond J |
1205004 | 37,787,004 | No |
5.1 Regarding section 1, details of the controlling shareholder in the holder: As reported to the company by MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. (hereinafter: "the interested party"), to the best of the interested party's knowledge, as of the reporting date, Mr. Shlomo Eliahu is the ultimate controlling shareholder of the interested party and holds 48.45% of the issued and paid-up share capital of the interested party ["share capital"], through ELIAHU ISSUES LTD. ELIAHU ISSUES LTD is a wholly owned subsidiary of Eliahu 1959 Ltd. To the best of the interested party's knowledge, the shareholders of Eliahu 1959 Ltd are: Mr. Shlomo Eliahu, holding 25.14% of the capital and 98% of the management shares, Mrs. Chaya Eliahu, holding 0.02% of the capital and 2% of the management shares, Shlomo Eliahu Holdings Ltd, holding 61.7% of the capital, and Achi Eliahu Trust and Investments Ltd, holding 13.14% of the capital. The shareholders of Shlomo Eliahu Holdings Ltd are Mr. Shlomo Eliahu holding 83.31% and Mrs. Chaya Eliahu holding 16.69%. The sole shareholder of Achi Eliahu Trust and Investments Ltd is Eliahu 1959 Ltd, whose shareholders are as detailed above.
5.2 Regarding section 3B, details of the holders of the securities: A. The holdings in the company's shares and in the warrants for shares (series 12) appearing under participating life insurance accounts are held by the partnership "Migdal Sal – Israeli Shares" ("the partnership"). The partnership is a registered partnership, all of whose rights holders are companies in the institutional reporting group of the Migdal group. The partnership itself is not a participating life insurance account and/or a management company. According to the agreements among the partners in the partnership, the holding percentage of the rights holders in the partnership changes frequently, according to the mechanism set in the partnership agreement. Below are the holding percentages in the partnership of the rights holders as of 12.8.2025: Participating life insurance accounts 40.27%, pension and provident funds – 59.73%. B. The holdings in the company's bonds appearing under participating life insurance accounts are held by the partnership "Migdal Sal – Corporate Bonds in Israel" ("the partnership"). The partnership is a registered partnership, all of whose rights holders are companies in the institutional reporting group of the Migdal group. The partnership itself is not a participating life insurance account and/or a management company. According to the agreements among the partners in the partnership, the holding percentage of the rights holders in the partnership changes frequently, according to the mechanism set in the partnership agreement. Below are the holding percentages in the partnership of the rights holders as of 12.8.2025: Participating life insurance accounts – 44.96%, pension and provident funds – 55.04%.
5.3 Regarding section 2F – The transaction price stated above is an average price. The purchase was made in several transactions.
13/08/2025 at 20:02
| Name | Position |
|---|---|
| Osnat Hochman-Gerhard, Adv. |
Other: Legal Advisor and Company Secretary |
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. Staff 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: AMOT
Address: 2 Jabotinsky, Ramat-Gan 5250501 Phone: 03-5760500, 03-5760510 Fax: 03- 5760501 Email: [email protected] Company Website: www.amot.co.il
Previous names of the reporting entity:
Electronic reporter name: Hochman-Gerhard Osnat Position: Legal Advisor and Company Secretary Employer company name:
Address: 7 Jabotinsky, Ramat Gan 52520 Phone: 03-5760508 Fax: 03-5760535 Email: [email protected]
Please note: All company and security names have been translated as per your instructions. All glossary terms have been translated as per your instructions. No screenshot images were included as requested.
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