Insider filing report for Changes in Beneficial Ownership
- Schedule 13G & 13D forms are used to report a party's ownership of stock which exceeds 5% of a company's total stock issue.
- Schedule 13G is a shorter version of Schedule 13D with fewer reporting requirements.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
|
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 |
SCHEDULE 13G
|
UNDER THE SECURITIES EXCHANGE ACT OF 1934
|
TAT Technologies Ltd. (Name of Issuer) |
Ordinary shares, no par value (Title of Class of Securities) |
M8740S227 (CUSIP Number) |
03/19/2026 (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)
|
SCHEDULE 13G
|
| CUSIP No. | M8740S227 |
| 1 | Names of Reporting Persons
I.B.I. Investments House 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: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
696,327.00 | ||||||||
| 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)
5.4 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
CO |
Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), please see Item 4. Row (11) is based on 12,983,137 ordinary shares issued and outstanding as of April 29, 2026 (as reported on Bloomberg LP).
SCHEDULE 13G
|
| CUSIP No. | M8740S227 |
| 1 | Names of Reporting Persons
IBI Mutual Funds 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: |
| ||||||||
| 9 | Aggregate Amount Beneficially Owned by Each Reporting Person
656,327.00 | ||||||||
| 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)
5.1 % | ||||||||
| 12 | Type of Reporting Person (See Instructions)
CO |
Comment for Type of Reporting Person: With regard to rows (6), (8), (9) and (11), please see Item 4. Row (11) is based on 12,983,137 ordinary shares issued and outstanding as of April 29, 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:
IBI Investment House Ltd. The securities reported herein are beneficially owned by (i) IBI Mutual Funds Ltd., which is a direct wholly-owned subsidiary of IBI Investment House Ltd., and (ii) IBI I.B.I RE'EM GLOBAL, LP, an indirect majority-owned subsidiary of IBI Investment House Ltd. (together, the "Subsidiaries"). The Subsidiaries manage their own funds and/or the funds of others, including for unit holders of mutual funds. 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:
9 Ahad Ha'Am Street, Migdal Tower, Tel Aviv Israel, 6129109 | |
| (c) | Citizenship:
Israel | |
| (d) | Title of class of securities:
Ordinary shares, no par value | |
| (e) | CUSIP No.:
| |
| 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 the cover page of each reporting person. On April 29, 2026, the securities reported herein were beneficially owned as follows: 656,327 ordinary shares (representing 5.1% of the total ordinary shares outstanding) were beneficially held by IBI Mutual Funds Ltd., an Israeli company; 40,000 ordinary shares (representing 0.3% of the total ordinary shares outstanding) were beneficially held by IBI I.B.I RE'EM GLOBAL, LP, an Israeli company; and 696,327 ordinary shares (representing 5.4% of the total ordinary shares outstanding) were beneficially held by IBI Investment House Ltd., an Israeli company, which consist of the ordinary shares beneficially held by IBI Mutual Funds Ltd. and IBI I.B.I RE'EM GLOBAL, LP as described above. 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 Person or the 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, the Filing Person and each of the 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 Person or the Subsidiaries that they are the beneficial owners of any of the ordinary shares covered by this Statement, and each of the Filing Person and Subsidiaries disclaims beneficial ownership of any such ordinary shares. | |
| (b) | Percent of class:
See row 11 of the 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 the cover page of each reporting person. | ||
| (ii) Shared power to vote or to direct the vote:
See row 6 of the cover page of each reporting person. | ||
| (iii) Sole power to dispose or to direct the disposition of:
See row 7 of the cover page of each reporting person. | ||
| (iv) Shared power to dispose or to direct the disposition of:
See row 8 of the cover page of each reporting person. | ||
| Item 5. | Ownership of 5 Percent or Less of a Class. | |
| 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.
|
|
|
|
|
Exhibit Information
|
Exhibit 1 - Joint Filing Agreement filed by the Reporting Persons, dated as of May 4, 2026. |