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Migdal details 7.27% TAT Technologies stake (TATT) held via subsidiaries

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Migdal Insurance & Financial Holdings Ltd. and its affiliate Migdal Sal Domestic Equities report beneficial ownership of ordinary shares of TAT Technologies Ltd. in an amendment to their substantial holding disclosure. The securities are ordinary shares with NIS 0.90 par value.

Migdal Insurance & Financial Holdings Ltd. reports beneficial ownership of 944,049 ordinary shares, representing 7.27% of TAT Technologies’ 12,983,137 ordinary shares outstanding as of July 8, 2026. Migdal Sal Domestic Equities reports beneficial ownership of 852,589 ordinary shares, or 6.57% of the class.

Both reporting persons list 0 shares with sole voting or dispositive power and the full reported amounts as subject to shared voting and dispositive power. The filing explains that various Migdal subsidiaries, acting under independent management, hold these shares largely for insurance policy holders, pension and provident fund members, mutual fund unit holders, and portfolio clients, and that Migdal and its subsidiaries disclaim beneficial ownership beyond their actual pecuniary interest and do not admit to forming a group under Section 13(d).

Positive

  • None.

Negative

  • None.
Migdal Insurance beneficial ownership 944,049 shares Ordinary shares of TAT Technologies; 7.27% of class
Migdal Insurance percent of class 7.27% Based on 12,983,137 ordinary shares outstanding as of July 8, 2026
Migdal Sal Domestic Equities holdings 852,589 shares Ordinary shares of TAT Technologies; 6.57% of class
Migdal Sal Domestic Equities percent 6.57% Based on 12,983,137 ordinary shares outstanding as of July 8, 2026
Migdal Mutual Funds holdings 81,571 shares Ordinary shares; 0.63% of total ordinary shares outstanding
Migdal Insurance Company holdings 9,889 shares Ordinary shares; 0.08% of total ordinary shares outstanding
Shares outstanding baseline 12,983,137 shares TAT Technologies ordinary shares outstanding as of July 8, 2026
beneficial ownership financial
"With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
shared voting power financial
"Shared Voting Power 944,049.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 944,049.00"
pecuniary interest financial
"disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest"
Section 13(d) regulatory
"a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934"
Ordinary Shares, NIS 0.90 Par Value financial
"Title of class of securities: Ordinary Shares, NIS 0.90 Par Value"

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FAQ

What percentage of TAT Technologies (TATT) does Migdal Insurance & Financial Holdings report owning?

Migdal Insurance & Financial Holdings reports beneficial ownership of 944,049 TAT Technologies ordinary shares, equal to 7.27% of the 12,983,137 ordinary shares outstanding as of July 8, 2026, based on data reported on Bloomberg LP.

How many TAT Technologies (TATT) shares does Migdal Sal Domestic Equities hold?

Migdal Sal Domestic Equities reports beneficial ownership of 852,589 TAT Technologies ordinary shares, representing 6.57% of the company’s 12,983,137 ordinary shares outstanding as of July 8, 2026, with shared voting and dispositive power over these shares.

What is the total share count used to calculate Migdal’s TAT Technologies (TATT) ownership percentages?

The reported ownership percentages are based on 12,983,137 TAT Technologies ordinary shares outstanding as of July 8, 2026, as referenced from Bloomberg LP, and this figure is used to compute the 7.27% and 6.57% stakes disclosed.

Does Migdal claim sole voting power over its TAT Technologies (TATT) shares?

No. The reporting persons list 0 shares with sole voting or dispositive power and report only shared voting and dispositive power over their TAT Technologies holdings, with decisions made by various Migdal subsidiaries operating under independent management.

Who ultimately benefits economically from Migdal’s TAT Technologies (TATT) holdings?

The filing states that the economic interest in these TAT Technologies shares is largely held for insurance policy holders, pension and provident fund members, mutual fund unit holders, and portfolio management clients, with Migdal and its subsidiaries disclaiming ownership beyond their actual pecuniary interest.

Does Migdal admit to being part of a Section 13(d) group regarding TAT Technologies (TATT)?

No. The reporting persons explicitly state that this statement should not be construed as an admission that they or their subsidiaries form a group for purposes of Section 13(d) of the Exchange Act or for any other purpose.





M8740S227

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is Based on 12,983,137 Ordinary Shares outstanding as of July 8, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G




Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), the beneficial ownership of the securities reported herein is described in Item 4(a). Row (11) is Based on 12,983,137 Ordinary Shares outstanding as of July 8, 2026 (as reported on Bloomberg LP).


SCHEDULE 13G



Migdal Insurance & Financial Holdings Ltd.
Signature:Menashe Debby
Name/Title:Menashe Debby / Investment Accountant
Date:07/22/2026
Signature:Ahuvit Siodmak
Name/Title:Ahuvit Siodmak / CPA
Date:07/22/2026
Migdal Sal Domestic Equities
Signature:Menashe Debby
Name/Title:Menashe Debby / Investment Accountant
Date:07/22/2026
Signature:Ahuvit Siodmak
Name/Title:Ahuvit Siodmak / CPA
Date:07/22/2026
Exhibit Information

Exhibit 1 - Joint Filing Agreement by and among the Reporting Persons, dated as of July 22, 2026