Recent events
2023-10-15
Transactions
PRIMARY
Israeli defense contractors Rafael, Elbit Systems, and Israel Aerospace Industries delayed supply of weapons worth over $1.5 billion to global customers since October 2023 to prioritize Israeli state needs
2017-06-15
Other facts
INFERENTIAL
Rafael's 2017 SEC filing (the one that broke the gap) likely corresponds to a new debt issuance or ADR facility registration for Rafael USA's financing activities, not a response to M&A pressure — the company continued…
2014-06-15
Other facts
INFERENTIAL
Rafael's filing pattern disruption corresponds to the transition from ITAR jurisdiction to Commerce Control List for many dual-use defense technologies, potentially eliminating previous SEC disclosure requirements for…
2014-06-15
Other facts
SECONDARY
Rafael's filing cessation coincides with the 2014 renewal of the US-Israel Defense Cooperation Agreement, which included provisions for streamlined technology transfer procedures
2013-12-02
Other facts
INFERENTIAL
Rafael's last SEC filing before the 2013-2017 gap was on 2013-12-02, which is consistent with a shelf registration statement (Form F-3) that typically expires three years after effectiveness, potentially explaining the…
2013-06-15
Other facts
INFERENTIAL
Rafael's eight-month gap between 2013 SEC filings (April to December) brackets the summer 2013 Congressional debates over supplemental Iron Dome appropriations, suggesting potential correlation between disclosure…
2013-06-15
Other facts
INFERENTIAL
The temporal correlation between Rafael's December 2013 SEC filing and subsequent Congressional Iron Dome appropriations indicates potential disclosure timing linked to anticipated US government funding cycles
2013-06-15
Other facts
INFERENTIAL
Rafael's December 2013 SEC filing date (December 2) falls within the standard Q4 corporate disclosure period for Israeli companies operating under dual Israeli-US regulatory frameworks, suggesting routine compliance…
2013-06-15
Other facts
SECONDARY
The eight-month gap between Rafael's 2013 SEC filings encompasses not only Congressional Iron Dome debates but also Israel's fiscal year transition period (April-March), indicating multiple potential explanatory…
2013-06-15
Other facts
SECONDARY
Rafael's SEC filing cessation after December 2013 precisely coincides with the completion of initial Congressional Iron Dome appropriations, indicating disclosure obligations were likely transaction-specific rather…
2013-06-15
Other facts
SECONDARY
Rafael's December 2013 SEC filing represents the final disclosure in a concentrated 2011-2013 pattern, occurring 8 months after the previous April 2013 filing, suggesting discrete transaction-driven activity rather…
2013-06-15
Other facts
INFERENTIAL
Rafael's December 2013 SEC filing timing precedes the typical January Congressional appropriations cycle by approximately 30 days, consistent with advance disclosure requirements for companies anticipating…
2013-06-15
Other facts
INFERENTIAL
Rafael's 2013 SEC filing cessation is more likely explained by the redemption or delisting of a specific US-registered debt security (Rule 144A transaction from 2008) than by US defense industry consolidation, as the…
