EX-99.4 5 ex994changeinsubstantial.htm EX-99.4
James Hardie Industries plc 1st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland T: +353 (0) 1 411 6924 F: +353 (0) 1 479 1128 James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at 1st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland. Directors: Howard Heckes (USA), Gary Hendrickson (USA), Persio Lisboa (USA), Renee Peterson (USA), John Pfeifer (USA), Suzanne B. Rowland (USA), Jesse Singh (USA), Nigel Stein (UK). Chief Executive Officer and Director: Aaron Erter (USA) Company number: 485719 ARBN: 097 829 895 11 November 2025 The Manager Company Announcements Office Australian Securities Exchange Limited 20 Bridge Street SYDNEY NSW 2000 Dear Sir/Madam Substantial Holding Notice As required under ASX Listing Rule 3.17.3 please see attached copies of substantial holding notices received by James Hardie Industries plc on 7 & 10 November 2025. Regards Aoife Rockett Company Secretary This announcement has been authorised for release by the Company Secretary, Ms Aoife Rockett.

Standard Form TR-1 Standard form for notification of major holdings 2. Reason for the notification (please tick the appropriate box or boxes): [ X ] An acquisition or disposal of voting rights [ ] An acquisition or disposal of financial instruments [ ] An event changing the breakdown of voting rights [ ] Other (please specify) iii: 3. Details of person subject to the notification obligation iv : Name: City and country of registered office (if applicable): 4. Full name of shareholder(s) (if different from 3.) v: 8. Total positions of person(s) subject to the notification obligation: A: Voting rights attached to shares Class/type of STATE STREET GLOBAL ADVISORS ASIA LIMITED SSGA FUNDS MANAGEMENT, INC. Total number of voting rights of issuer vii Indirect 6. Date on which issuer notified: 9. Notified details of the resulting situation on the date on which the threshold was crossed or reached viii: Number of voting rights ix STATE STREET GLOBAL ADVISORS LIMITED STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED STATE STREET BANK AND TRUST COMPANY STATE STREET CORPORATION 1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Total of both in % (9.A + 9.B) Resulting situation on the date on which threshold was crossed or reached 16,046,601 1,303,061 2.99% Direct 3.00% 5. Date on which the threshold was crossed or reached vi: NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the Central Bank of Ireland) i Ordinary Ordinary BOSTON, US SUBTOTAL A 07-Nov-2025 Below 3.00%7. Threshold(s) that is/are crossed or reached: 2.77% 17,349,662 Position of previous notification (if applicable) 3.00% Direct shares ISIN CODE (if possible) 2.99% AU000000JHX1 IE000R94NGM2 JAMES HARDIE INDUSTRIES plc 2.99% % of voting rights attached to shares (total of 9.A) % of voting rights 31-Oct-2025 % of voting rights through financial instruments (total of 9.B.1 + 9.B.2) STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. STATE STREET GLOBAL ADVISORS EUROPE LIMITED 0.22% Indirect STATE STREET GLOBAL ADVISORS TRUST COMPANY STATE STREET GLOBAL ADVISORS, LTD. 579,252,286

B 1: Financial Instruments according to Regulation 17(1)(a) of the Regulations [ ] Person subject to the notification obligation is not controlled by any natural person or legal [ X ] Full chain of controlled undertakings through which the voting rights and/or the and voting 12. Additional information xvi: Done at on 1.01% 2.99% 0.01% 2.99% Exercise/ Conversion Period xi 0.21% 07-Nov-2025. 0.07% 0.15% BOSTON MA USA rights as of 0.15% Type of financial instrument Expiration date x STATE STREET GLOBAL ADVISORS EUROPE LIMITED STATE STREET GLOBAL ADVISORS TRUST COMPANY STATE STREET GLOBAL ADVISORS, LTD. % of voting rights 0.02% 0.07% 0.41% Name xv Number of voting rights that may be acquired if the instrument is exercised/converted. % of voting rights STATE STREET GLOBAL ADVISORS ASIA LIMITED STATE STREET BANK AND TRUST COMPANY entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer. xiii 1.01% 0.01% Expiration date x Total of both if it equals or is higher than the notifiable threshold STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED 11. In case of proxy voting: 1.09% will cease to hold STATE STREET CORPORATION financial instruments are effectively held starting with the ultimate controlling natural person or legal entity xiv: 0.02% 1.09% STATE STREET GLOBAL ADVISORS LIMITED SSGA FUNDS MANAGEMENT, INC. SUBTOTAL B.1 Exercise/ Conversion Period xi Number of voting rights STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. 0.02% 0.02% % of voting rights through financial instruments if it equals or is higher than the notifiable threshold 0.41% 0.21% % of voting rights if it equals or is higher than the notifiable threshold 10. Information in relation to the person subject to the notification obligation (please tick the applicable box): Type of financial instrument SUBTOTAL B.2 B 2: Financial Instruments with similar economic effect according to Regulation 17(1)(b) of the Regulations Physical or cash settlement xii

Standard Form TR-1 Standard form for notification of major holdings 2. Reason for the notification (please tick the appropriate box or boxes): [ X ] An acquisition or disposal of voting rights [ ] An acquisition or disposal of financial instruments [ ] An event changing the breakdown of voting rights [ ] Other (please specify) iii: 3. Details of person subject to the notification obligation iv : Name: City and country of registered office (if applicable): 4. Full name of shareholder(s) (if different from 3.) v: 8. Total positions of person(s) subject to the notification obligation: A: Voting rights attached to shares Class/type of JAMES HARDIE INDUSTRIES plc AU000000JHX1 IE000R94NGM2 2.99% Direct 3.02% 3.02% % of voting rights attached to shares (total of 9.A) % of voting rights 2.80% 03-Nov-2025 shares ISIN CODE (if possible) 2.99% Total of both in % (9.A + 9.B) 579,252,286 17,511,172 NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the Central Bank of Ireland) i 1. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Ordinary Ordinary BOSTON, US Direct 3.02% Number of voting rights ix STATE STREET GLOBAL ADVISORS TRUST COMPANY STATE STREET GLOBAL ADVISORS, LTD. STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. STATE STREET GLOBAL ADVISORS EUROPE LIMITED 0.22% 7. Threshold(s) that is/are crossed or reached: Indirect 6. Date on which issuer notified: 9. Notified details of the resulting situation on the date on which the threshold was crossed or reached viii: 16,208,101 Resulting situation on the date on which threshold was crossed or reached 1,303,071 STATE STREET CORPORATION Total number of voting rights of issuer vii STATE STREET BANK AND TRUST COMPANY STATE STREET GLOBAL ADVISORS ASIA LIMITED STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED Indirect SUBTOTAL A 10-Nov-2025 Above 3.00% SSGA FUNDS MANAGEMENT, INC. STATE STREET GLOBAL ADVISORS LIMITED Position of previous notification (if applicable) 5. Date on which the threshold was crossed or reached vi: % of voting rights through financial instruments (total of 9.B.1 + 9.B.2)

B 1: Financial Instruments according to Regulation 17(1)(a) of the Regulations [ ] Person subject to the notification obligation is not controlled by any natural person or legal [ X ] Full chain of controlled undertakings through which the voting rights and/or the and voting 12. Additional information xvi: Done at on BOSTON MA USA 10-Nov-2025. Type of financial instrument SUBTOTAL B.2 B 2: Financial Instruments with similar economic effect according to Regulation 17(1)(b) of the Regulations 1.09% Physical or cash settlement xii 10. Information in relation to the person subject to the notification obligation (please tick the applicable box): financial instruments are effectively held starting with the ultimate controlling natural person or legal entity xiv: STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. STATE STREET CORPORATION will cease to hold % of voting rights STATE STREET BANK AND TRUST COMPANY Name xv SSGA FUNDS MANAGEMENT, INC. SUBTOTAL B.1 STATE STREET GLOBAL ADVISORS ASIA LIMITED Number of voting rights Exercise/ Conversion Period xi STATE STREET GLOBAL ADVISORS LIMITED STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED 11. In case of proxy voting: Number of voting rights that may be acquired if the instrument is exercised/converted. Expiration date x Type of financial instrument rights as of Exercise/ Conversion Period xi 0.15% 3.02% 0.07% 1.01% 0.15% 0.01% 3.02% 0.07% STATE STREET GLOBAL ADVISORS, LTD. % of voting rights 1.01% 0.01% entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer. xiii Total of both if it equals or is higher than the notifiable threshold % of voting rights through financial instruments if it equals or is higher than the notifiable threshold 0.02% 0.44% % of voting rights if it equals or is higher than the notifiable threshold Expiration date x STATE STREET GLOBAL ADVISORS TRUST COMPANY STATE STREET GLOBAL ADVISORS EUROPE LIMITED 0.02% 0.21% 1.09% 0.02% 0.44% 0.02% 0.21%