TAT Technologies Ltd. Schedule 13G/A amendment discloses beneficial ownership by Phoenix Financial Ltd. and affiliated partnerships, reporting shared voting and dispositive power over specified ordinary shares.
The filing lists 1,142,490.67 shares (representing 8.8%) attributed to Phoenix Financial Ltd. and 810,779 shares (representing 6.24%) attributed to Partnership for Israeli shares, using May 4, 2026 as the outstanding-share anchor (12,983,137 ordinary shares outstanding).
Positive
None.
Negative
None.
Insights
Phoenix Financial reports significant shared positions in TAT Technologies.
The filing shows shared voting and dispositive power over 1,142,490.67 and 810,779 ordinary shares by two reporting persons, with percentages calculated against May 4, 2026 outstanding shares.
These positions arise through subsidiaries and partnerships that operate under independent management; subsequent filings may clarify whether any coordinated actions exist.
Disclosure emphasizes independent management and disclaimers about group status.
The filing explicitly states that subsidiaries make independent voting and investment decisions and disclaims formation of a Section 13(d) group. The report ties percentages to a Bloomberg-sourced outstanding share count of 12,983,137 as of May 4, 2026.
Monitor future amendments or Form 13D filings for any change in coordination or voting arrangements.
Key Figures
Outstanding shares (source):12,983,137 sharesPhoenix Financial shared power:1,142,490.67 sharesPartnership for Israeli shares ownership:810,779 shares+4 more
7 metrics
Outstanding shares (source)12,983,137 sharesShares outstanding as of <date>May 4, 2026</date> (Bloomberg LP)
Phoenix Financial shared power1,142,490.67 sharesShared voting and dispositive power reported by Phoenix Financial Ltd.
Partnership for Israeli shares ownership810,779 sharesBeneficially owned by Partnership for Israeli shares
Phoenix stake percent8.8%Percent of class based on 12,983,137 shares as of <date>May 4, 2026</date>
Partnership percent6.24%Percent of class based on 12,983,137 shares as of <date>May 4, 2026</date>
Additional subsidiary holdings302,177.67 sharesHeld by The Phoenix Investments House - trust funds (2.33% as of March 31, 2026)
Index partnership holdings29,534 sharesPartnership for investing in shares indexes (0.23% as of March 31, 2026)
"beneficially owned by Partnership for Israeli shares"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Section 13(d) groupregulatory
"disclaims the existence of any such group for purposes of Section 13(d)"
joint filing agreementregulatory
"Exhibit 2 - Joint Filing Agreement by and among the Reporting Persons"
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 3)
TAT TECHNOLOGIES LTD
(Name of Issuer)
Ordinary Shares, NIS 0.90 par value
(Title of Class of Securities)
M8740S227
(CUSIP Number)
03/31/2026
(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
CUSIP Number(s):
M8740S227
1
Names of Reporting Persons
Phoenix Financial Ltd.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ISRAEL
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
1,142,490.67
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
1,142,490.67
9
Aggregate Amount Beneficially Owned by Each Reporting Person
1,142,490.67
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
8.8 %
12
Type of Reporting Person (See Instructions)
CO
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 May 4, 2026 (as reported on Bloomberg LP).
SCHEDULE 13G
CUSIP Number(s):
M8740S227
1
Names of Reporting Persons
Partnership for Israeli shares.
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
ISRAEL
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
0.00
6
Shared Voting Power
810,779.00
7
Sole Dispositive Power
0.00
8
Shared Dispositive Power
810,779.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
810,779.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
6.24 %
12
Type of Reporting Person (See Instructions)
PN
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 May 4, 2026 (as reported on Bloomberg LP).
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
TAT TECHNOLOGIES LTD
(b)
Address of issuer's principal executive offices:
9335 Harris Corners Pkwy, Charlotte, NC, 28269
Item 2.
(a)
Name of person filing:
Phoenix Financial Ltd.
Partnership for Israeli shares.
The securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries of Phoenix Financial Ltd. (the "Subsidiaries"). The Subsidiaries manage their own funds and/or the funds of others, including for holders of exchange-traded notes or various insurance policies, members of pension or provident funds, unit holders of mutual funds, and portfolio management clients. Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
(b)
Address or principal business office or, if none, residence:
The address of the Phoenix Financial Ltd. is Derech Hashalom 53, Givataim, 53454, Israel.
The address of Partnership for Israeli shares is Derech Hashalom 53, Givataim, 53454, Israel.
(c)
Citizenship:
Phoenix Financial Ltd. - Israel
Partnership for Israeli shares - Israel.
(d)
Title of class of securities:
Ordinary Shares, NIS 0.90 par value
(e)
CUSIP No.:
M8740S227
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
See row 9 of cover page of each reporting person.
Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions. Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Persons or Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group. In addition, each of the Filing Persons and Subsidiaries disclaims any beneficial ownership of the securities covered by this report in excess of their actual pecuniary interest therein. This Statement shall not be construed as an admission by the Filing Persons or Subsidiaries that they are the beneficial owners of any of the Ordinary Shares covered by this Statement.
As of March 31, 2026, the securities reported herein were held as follows:
302,177.67 ordinary shares (representing 2.33% of the total ordinary shares outstanding) beneficially owned by The Phoenix Investments House - trust funds.
810,779 ordinary shares (representing 6.24% of the total ordinary shares outstanding) beneficially owned by Partnership for Israeli shares (1).
29,534 ordinary shares (representing 0.23% of the total ordinary shares outstanding) beneficially owned by Partnership for investing in shares indexes (1).
(1) All ownership rights in this partnership belong to companies that are part of Phoenix Group. The amount of ownership rights held by such companies
(b)
Percent of class:
See row 11 of cover page of each reporting person
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
See row 5 of cover page of each reporting person
(ii) Shared power to vote or to direct the vote:
See row 6 of cover page of each reporting person and note in Item 4(a) above
(iii) Sole power to dispose or to direct the disposition of:
See row 7 of cover page of each reporting person
(iv) Shared power to dispose or to direct the disposition of:
See row 8 of cover page of each reporting person and note in Item 4(a) above
Item 5.
Ownership of 5 Percent or Less of a Class.
Not Applicable
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
Phoenix Financial Ltd.
Signature:
/s/ Eli Schwartz
Name/Title:
Eli Schwartz/ Vice President - Chief Financial Officer
Date:
05/12/2026
Signature:
/s/ Haggai Schreiber
Name/Title:
Haggai Schreiber/ Executive Vice President - Chief Investment Officer
Date:
05/12/2026
Partnership for Israeli shares.
Signature:
/s/ Haggai Schreiber
Name/Title:
Haggai Schreiber/ Executive Vice President - Chief Investment Officer
Date:
05/12/2026
Signature:
/s/ Eli Schwartz
Name/Title:
Eli Schwartz/ Vice President - Chief Financial Officer
Date:
05/12/2026
Comments accompanying signature: Signature duly authorized by resolution of the Board of Directors, notice of which is attached as Exhibit 1 to this Schedule 13G.
Exhibit Information
Exhibit 1 - Notice of resolution of the Board of Directors of Phoenix Financial Ltd., dated as of December 12, 2019 (incorporated herein by reference to Exhibit 1 to the Schedule 13G filed on October 6, 2020).
Exhibit 2 - Joint Filing Agreement by and among the Reporting Persons, dated as of May 12, 2026
Phoenix Financial reports shared voting and dispositive power over 1,142,490.67 shares, representing 8.8% of outstanding ordinary shares, calculated using May 4, 2026 outstanding share count of 12,983,137 as cited in the filing.
What ownership does Partnership for Israeli shares hold in TATT?
Partnership for Israeli shares is reported to beneficially own 810,779 ordinary shares, representing 6.24% of outstanding shares, using the filing's stated outstanding-share figure of 12,983,137 as of May 4, 2026.
Are these holdings held directly by Phoenix or its subsidiaries?
The filing states securities are beneficially owned by various direct or indirect subsidiaries of Phoenix Financial Ltd.; those subsidiaries operate under independent management and make independent voting and investment decisions, per Item 2(a) and Item 4(a) disclosures.
Does the filing assert a Section 13(d) group exists for TATT?
No; the filing expressly disclaims formation of any Section 13(d) group and states neither Phoenix Financial nor its subsidiaries admit beneficial ownership beyond their pecuniary interest, per the Item 4(a) disclaimer language.
What outstanding-share figure does the filing use to compute percentages?
The percentages are based on 12,983,137 ordinary shares outstanding as of May 4, 2026, which the filing attributes to Bloomberg LP as the source for that outstanding-share count.
