Tat Techn SEC Filings

TAT Technologies Ltd. (TATT) – Schedule 13G/A (Am. 3) dated 06/30/2025.

Y.D. More Investments Ltd. and affiliated entities/individuals report an aggregate 1,014,777 ordinary shares, equal to 7.9 % of the 12,810,893 shares outstanding. The filing is made under Rule 13d-1(c), indicating a passive investment.

• Subsidiary detail: More Mutual Funds Management – 781,852 shares (6.1 %); More Provident Funds & Pension – 210,530 (1.6 %); More Investment House Portfolio Management – 22,395 (0.2 %).
• All reporting persons possess shared voting power; only the asset-management subsidiaries have sole dispositive authority over their respective holdings.
• Individual controllers (Eli & Yosef Levy; Benjamin, Yosef, Michael & Dotan Meirov) and B.Y.M. More Investments are attributed the same 7.9 % stake through a voting agreement.

The group certifies the shares were not acquired to influence control of TAT Technologies.

Schedule 13G filing – TAT Technologies Ltd (TATT)

Phoenix Financial Ltd, a large Israeli financial group, has filed a Schedule 13G stating that on 27 June 2025 it beneficially owned 668,888.67 ordinary shares of TAT Technologies Ltd, representing 5.22 % of the company’s 12,807,656 shares outstanding. The holding is aggregated across several wholly-owned subsidiaries that manage proprietary and client funds. Phoenix reports zero sole voting or dispositive power; all authority is shared, signalling a passive investment intent under Rule 13d-1(c). Key sub-holdings include 355,512 shares in “Partnership for Israeli shares” (2.78 %) and 271,770.67 shares in “The Phoenix Investments House – trust funds” (2.12 %).

The group expressly disclaims acting as a control “group” and certifies that the position is not aimed at influencing management. While the disclosure introduces a new institutional owner above the 5 % threshold—potentially enhancing float liquidity and external confidence—it does not, at this stage, imply governance changes or activist engagement.

TAT Technologies Ltd. ("TATT") filed a Form 6-K detailing the completion of the underwriters’ over-allotment option connected to its May 29, 2025 public offering.

The option allowed Stifel and Truist, acting for the underwriting syndicate, to purchase an additional 622,500 ordinary shares (the “Option Shares”) at the public price of $26.00 per share, less underwriting discounts. Of these, the Company issued 242,298 new shares, while selling shareholders FIMI Opportunity V, L.P. and FIMI Israel Opportunity Five, L.P. sold 380,202 existing shares.

Financial impact: TATT generated gross proceeds of approximately $6.3 million from its portion of the Option Shares; it will not receive any proceeds from the selling shareholders’ portion. Management states that net proceeds will be used for “general corporate purposes, including working capital and capital expenditures.”

The Over-Allotment exercise brings total shares sold in the offering to 4,772,500 (1,867,298 newly issued by the Company and 2,905,202 sold by existing holders when including the previously closed base deal). All shares were offered pursuant to the effective Form F-3 (File No. 333-286699). The filing also references customary indemnification and termination clauses contained in the May 29 underwriting agreement, and attaches the legal opinion (Exhibit 5.1) and a press release dated June 26, 2025 (Exhibit 99.1).

Key takeaways for investors:

• Full option exercise suggests strong demand for TATT’s equity.
• TATT secures incremental liquidity of $6.3 million without additional debt.
• Issuance results in modest dilution to existing shareholders; exact percentage not disclosed in the filing.

TAT Technologies insider Igal Zamir has filed Form 144 declaring intention to sell 2,602 ordinary shares with an aggregate market value of $67,287.72 through broker Oppenheimer & Co. The proposed sale is scheduled for June 18, 2025, on the NASDAQ exchange.

The shares were originally acquired through an Employee Stock Option Plan on August 30, 2021, with a total acquisition of 24,614 shares. Payment was made in cash upon exercise of the options.

Notable recent trading activity by the same insider includes:

• June 9, 2025: Sold 22,279 shares for gross proceeds of $601,533
• June 16, 2025: Sold 22,012 shares for gross proceeds of $594,324

The company has approximately 10.94 million shares outstanding. This Form 144 filing represents the seller's declaration of no knowledge of undisclosed material adverse information regarding the company's operations.