SCHEDULE: REE Automotive Ltd. Shareholder Filing Update

REE Automotive Ltd. reports an increase in beneficial ownership by Daniel Barel, now holding 7.2% of Class A Ordinary Shares.

Summary

• Daniel Barel has increased his beneficial ownership of REE Automotive Ltd. Class A Ordinary Shares.
• The filing is an amendment to a previous Schedule 13D, updating the ownership details.
• The increase is due to the vesting of Restricted Stock Units (RSUs) and the exercise of options.
• As of May 5, 2026, Daniel Barel beneficially owns 2,251,335 Class A Ordinary Shares, representing 7.2% of the total outstanding Class A Ordinary Shares.
• This percentage calculation includes shares issuable under RSUs and options exercisable/issuable within 60 days of May 1, 2026.
• The filing also notes that Daniel Barel holds 1,390,287 Class B Ordinary Shares, representing 50% of the outstanding Class B Ordinary Shares.
• Considering both Class A and Class B shares, Daniel Barel holds approximately 27.3% of the Issuer's outstanding voting power as of May 5, 2026.
• The previous filing date was corrected from December 11, 2025, to January 22, 2026, due to technical aspects of share grants and capital authorization.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports on changes in beneficial ownership due to equity vesting and options, rather than performance or strategic shifts. The increase in ownership by a key individual is noted but does not inherently signal positive or negative company performance.

Positives

• Increased beneficial ownership by a key stakeholder (Daniel Barel) indicates continued commitment and investment in the company.
• The reporting person holds a significant portion of the company's voting power (27.3%), suggesting strong alignment with management or a substantial interest in the company's direction.
• The increase in ownership is a result of vested equity awards and options, which is a standard part of executive compensation and aligns employee interests with shareholder value.

Negatives

• The filing does not contain any negative financial results or operational challenges.
• The primary focus is on ownership changes, not performance metrics.

Risks

• The filing does not explicitly mention any new risks or challenges.
• However, any significant concentration of ownership can, in some circumstances, lead to governance concerns or potential conflicts of interest, though this is not detailed in the filing.

Future Outlook

The filing does not contain specific forward-looking statements or guidance regarding the company's financial performance. It focuses on reporting changes in beneficial ownership.

Management Comments

• "The purpose of this Amendment is to report an increase in the number of Class A Ordinary Shares held by the Reporting Person."
• "The Reporting Person reserves the right to change his plans and intentions at any time and to take any actions he may deem appropriate with respect to his investment in the Issuer."

Industry Context

StockSavvy.ai notes that Schedule 13D filings are crucial for tracking significant ownership changes, especially in the automotive technology sector where strategic investments and control can be highly influential. This filing indicates a substantial personal stake by a key individual in REE Automotive Ltd.

Stakeholder Impact

• Shareholders: The increased ownership by Daniel Barel may signal confidence in the company's future, potentially influencing investor sentiment. The concentration of voting power could also impact future corporate decisions.
• Employees: The vesting of RSUs and options suggests that equity-based compensation is a component of employee incentives, aligning their interests with the company's success.
• Management: The significant voting power held by Daniel Barel implies a strong influence on strategic direction and governance.

Next Steps

• The Reporting Person reserves the right to change his plans and intentions at any time regarding his investment in the Issuer.

Key Dates

Keywords

REE Automotive Ltd., Schedule 13D, Beneficial Ownership, Class A Ordinary Shares, Class B Ordinary Shares, Restricted Stock Units, Stock Options, Voting Power, SEC Filing, Amendment