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: Nigel Stein (Chair, UK), Howard Heckes (USA), Gary Hendrickson (USA), Persio Lisboa (USA), Renee Peterson (USA), John Pfeifer (USA), Suzanne B. Rowland (USA), Jesse Singh (USA). Chief Executive Officer and Director: Aaron Erter (USA) Company number: 485719 ARBN: 097 829 895 19 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 a copy of the substantial holding notice received by James Hardie Industries plc on 18 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 2.71% Direct Number of voting rights ix 6. Date on which issuer notified: Resulting situation on the date on which threshold was crossed or reached 14,401,945 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) NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the Central Bank of Ireland) i 18-Nov-2025 Below 3.00% 3.02% SUBTOTAL A 15,699,789 STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED Indirect SSGA FUNDS MANAGEMENT, INC. STATE STREET GLOBAL ADVISORS LIMITED Total number of voting rights of issuer vii 1,297,844 Ordinary % of voting rights % of voting rights attached to shares (total of 9.A) 2.71% Ordinary 9. Notified details of the resulting situation on the date on which the threshold was crossed or reached viii: JAMES HARDIE INDUSTRIES plc IE000R94NGM2 11-Nov-2025 Direct 3.02% STATE STREET CORPORATION STATE STREET GLOBAL ADVISORS ASIA LIMITED STATE STREET BANK AND TRUST COMPANY BOSTON, US STATE STREET GLOBAL ADVISORS EUROPE LIMITED STATE STREET GLOBAL ADVISORS TRUST COMPANY STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. shares ISIN CODE (if possible) AU000000JHX1 2.49% 0.22% Indirect 7. Threshold(s) that is/are crossed or reached: Position of previous notification (if applicable) 5. Date on which the threshold was crossed or reached vi: 579,252,286 STATE STREET GLOBAL ADVISORS, LTD. % of voting rights through financial instruments (total of 9.B.1 + 9.B.2) 2.71%

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 STATE STREET GLOBAL ADVISORS ASIA LIMITED STATE STREET GLOBAL ADVISORS, AUSTRALIA, LIMITED STATE STREET GLOBAL ADVISORS LIMITED 18-Nov-2025. 0.79% entity and does not control any other undertaking(s) holding directly or indirectly an interest in the (underlying) issuer. xiii Type of financial instrument % of voting rights Name xv Number of voting rights that may be acquired if the instrument is exercised/converted. STATE STREET BANK AND TRUST COMPANY BOSTON MA USA rights as of Exercise/ Conversion Period xi Expiration date x 2.71% 0.03% 0.09% 0.01% 2.71% 0.79% 0.03% will cease to hold % of voting rights STATE STREET GLOBAL ADVISORS (JAPAN) CO., LTD. STATE STREET GLOBAL ADVISORS, LTD. STATE STREET GLOBAL ADVISORS TRUST COMPANY 0.09% 0.01% Exercise/ Conversion Period xi Number of voting rights SSGA FUNDS MANAGEMENT, INC. 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 financial instruments are effectively held starting with the ultimate controlling natural person or legal entity xiv: Type of financial instrument 10. Information in relation to the person subject to the notification obligation (please tick the applicable box): % of voting rights through financial instruments if it equals or is higher than the notifiable threshold Total of both if it equals or is higher than the notifiable threshold 0.18% 0.00% 0.50% % of voting rights if it equals or is higher than the notifiable threshold 0.18% 0.00% 11. In case of proxy voting: Expiration date x SUBTOTAL B.1 0.50% 1.09% 0.02% 1.09% 0.02% STATE STREET CORPORATION STATE STREET GLOBAL ADVISORS EUROPE LIMITED