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SCHEDULE Filed 2025-06-30 Event 2025-06-26 SEC 0001178913-25-002262 →

Value Base Ltd. Perion Network Ltd. PERI

Stake: 5.77% Shares: 2,596,831 CUSIP: M78673114 Class: Ordinary shares, nominal value NIS 0.03 per share

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is amended to add the following: On June 26, 2025, VBF LP and Phoenix Insurance Company Ltd., through their external legal counsel, sent a letter to the Board of Directors of the Company (the "Demand Letter") requesting that the Company convene an extraordinary meeting of the Company's shareholders (the "Shareholders Meeting") under relevant provisions of the Israeli Companies Law, 5759-1999, and the Company's Amended and Restated Articles of Association (the "Articles"). Pursuant to the Demand Letter, the agenda for the Shareholders Meeting shall be (i) to amend the Articles to permit a general meeting of shareholders, by a simple majority, to cancel a rights plan and require that any similar rights plan adopted in the future become effective subject to approval of the general meeting of shareholders by a simple majority and (ii) subject to approval of item (i), above, to cancel the rights plan adopted by the Board of Directors on April 3, 2025. A copy of the Demand Letter translated from the original Hebrew is filed herewith as Exhibit 4 and incorporated herein by reference. The description of the Demand Letter contained in this Amendment is qualified in its entirety by reference to Exhibit 4 hereto. VBF LP and Phoenix Insurance Company Ltd. have independently concluded that it is in each such shareholder's interest to request a Shareholders Meeting. VBF LP and Phoenix Insurance Company Ltd. issued the Demand Letter solely for the purposes of complying with certain minimum thresholds under the Israeli Companies Law, 5759-1999, and the Articles. Except for the Demand Letter, there is no other agreement between VBF LP and Phoenix Insurance Company Ltd. regarding any cooperation, joint ventures, commitment to vote together or any other agreement of any kind concerning the Company's Ordinary Shares.

Cross-References

Insider Activity (last 365d)
2 transactions
0 buys · 2 sales · 0 awards/exercises
Issuer Cluster
6 13D/G filings on this issuer
5 other filings besides this one
Filer Track Record
2 filings by this filer
1 other filing in the data moat
Short Interest · settle 2026-03-31
DTC 1.00
572,309 shares short · +8.5% vs prior

Institutional Consensus · 2025-12-31

Held by elite portfolio managers
1 holder · $445K
Point72 Asset Mgmt

Form 4 Insider Transactions · last 365d

DateInsiderRoleTypeSharesPriceValue
2026-04-01 Kaplan Eyal director Sale 2,915 $10.00 $29K
2026-04-01 VORHAUS MICHAEL director Sale 2,160 $10.00 $22K

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