0001178913-23-001793.txt : 20230510 0001178913-23-001793.hdr.sgml : 20230510 20230510094203 ACCESSION NUMBER: 0001178913-23-001793 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230314 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Phoenix Holdings Ltd. CENTRAL INDEX KEY: 0001679543 STATE OF INCORPORATION: L3 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-56378 FILM NUMBER: 23904674 BUSINESS ADDRESS: STREET 1: 53 DERECH HA'SHALOM ST. CITY: GIVATAYIM STATE: L3 ZIP: 53454 BUSINESS PHONE: 972-3-733-2997 MAIL ADDRESS: STREET 1: 53 DERECH HA'SHALOM ST. CITY: GIVATAYIM STATE: L3 ZIP: 53454 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Stellus Private Credit BDC CENTRAL INDEX KEY: 0001901037 IRS NUMBER: 876878660 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 4400 POST OAK PARKWAY STREET 2: SUITE 2200 CITY: HOUSTON STATE: TX ZIP: 77027 BUSINESS PHONE: 7132925414 MAIL ADDRESS: STREET 1: 4400 POST OAK PARKWAY STREET 2: SUITE 2200 CITY: HOUSTON STATE: TX ZIP: 77027 4 1 ownership.xml X0407 4 2023-03-14 0 0001901037 Stellus Private Credit BDC NONE 0001679543 Phoenix Holdings Ltd. DERECH HASHALOM 53 GIVATAIM L3 53454 ISRAEL 0 0 1 0 0 Common shares 2023-03-14 4 J 0 90238 A 1683207 I See footnote Common shares 2023-03-14 4 J 0 15924 A 297036 I See footnote On March 14, 2023, the Issuer issued a capital call notice to certain investors that have committed to purchase its common shares. Pursuant to such capital call notice, the Reporting Person was obligated to make a capital contribution of $1,554,208, and on March 29, 2023 the Issuer issued 106,162 shares of Common Stock to the Reporting Person on such date. Holds interests of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP. The ordinary shares are owned directly by Shotfut Ashrai Lo Sachir, which is a wholly-owned subsidiary of the Reporting Person. The Reporting Person is an indirect beneficial owner of the reported securities. Holds interests of Stellus Private Credit BDC in Stellus Private Credit BDC Feeder LP. The ordinary shares are owned directly by Phoenix Insurance Ltd., which is a wholly-owned subsidiary of the Reporting Person. The Reporting Person is an indirect beneficial owner of the reported securities. /s/ Haggai Schreiber, Chief Investments Officer, Deputy CEO,/s/ Eli Schwartz, Deputy CEO, CFO, Head of Finance 2023-05-10