Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORMAT TECHNOLOGIES, INC.ORA · Entity 3743 | President | June 15, 2023 | June 15, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
ORMAT TECHNOLOGIES, INC.
Report date June 15, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.001 per shareSEC Table I · non-derivative | Direct | 8,607 |
Ending reported balance
After 2023-06-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-15 · Exercise / conversion · Acquired 1,190 · Balance 7,917 F1: On June 15, 2020, the reporting person was granted performance stock units (with a target amount of 2,885), each of which represents the right to receive one share of ORA common stock upon vesting (the "PSUs"). Pursuant to their terms, the PSUs are not deemed vested until they are both performance-vested and time-vested. The PSUs performance vest on the third anniversary of the grant date, in an amount (between 0% and 150% of target) based on the issuer's achievement of relative total stockholder return from the grant date until such third anniversary, and time vest 50% on the second anniversary of the grant date and 25% on each of the third and fourth anniversaries of the grant date, based on the reporting person's continued service. F2: On June 15, 2023, the third anniversary of the grant date of the PSUs, 100% of the PSUs performance vested in the following amount based on the issuer's achievement of relative total stockholder return during the three-year performance period: 1,587. 75% of such PSUs were immediately paid out, as they were time-vested based on the reporting person's continued service since the grant date. The remaining 25% of such PSUs remain subject to time-vesting until the fourth anniversary of the grant date, based on the reporting person's continued service, and are thus represented as restricted stock units ("RSUs"). Each RSU represents the right to receive one share of ORA common stock upon vesting. Row 2 · 2023-06-15 · Exercise / conversion · Acquired 690 · Balance 8,607 F3: In addition to the PSUs, the reporting person was granted 2,760 time-vesting RSUs on June 15, 2020. Each RSU represents the right to receive one share of ORA common stock upon vesting. 25% of these time-vesting RSUs vested on June 15, 2023, the third-year anniversary of the date of grant. The remaining 25% of which will vest on the fourth anniversary of the grant date, based on the reporting person's continued service. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-15 · Exercise / conversion · Disposed 2,885 · Balance 0 F1: On June 15, 2020, the reporting person was granted performance stock units (with a target amount of 2,885), each of which represents the right to receive one share of ORA common stock upon vesting (the "PSUs"). Pursuant to their terms, the PSUs are not deemed vested until they are both performance-vested and time-vested. The PSUs performance vest on the third anniversary of the grant date, in an amount (between 0% and 150% of target) based on the issuer's achievement of relative total stockholder return from the grant date until such third anniversary, and time vest 50% on the second anniversary of the grant date and 25% on each of the third and fourth anniversaries of the grant date, based on the reporting person's continued service. F2: On June 15, 2023, the third anniversary of the grant date of the PSUs, 100% of the PSUs performance vested in the following amount based on the issuer's achievement of relative total stockholder return during the three-year performance period: 1,587. 75% of such PSUs were immediately paid out, as they were time-vested based on the reporting person's continued service since the grant date. The remaining 25% of such PSUs remain subject to time-vesting until the fourth anniversary of the grant date, based on the reporting person's continued service, and are thus represented as restricted stock units ("RSUs"). Each RSU represents the right to receive one share of ORA common stock upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 397 |
Reported balance
After 2023-06-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-15 · Exercise / conversion · Acquired 397 · Balance 397 F2: On June 15, 2023, the third anniversary of the grant date of the PSUs, 100% of the PSUs performance vested in the following amount based on the issuer's achievement of relative total stockholder return during the three-year performance period: 1,587. 75% of such PSUs were immediately paid out, as they were time-vested based on the reporting person's continued service since the grant date. The remaining 25% of such PSUs remain subject to time-vesting until the fourth anniversary of the grant date, based on the reporting person's continued service, and are thus represented as restricted stock units ("RSUs"). Each RSU represents the right to receive one share of ORA common stock upon vesting. F1: On June 15, 2020, the reporting person was granted performance stock units (with a target amount of 2,885), each of which represents the right to receive one share of ORA common stock upon vesting (the "PSUs"). Pursuant to their terms, the PSUs are not deemed vested until they are both performance-vested and time-vested. The PSUs performance vest on the third anniversary of the grant date, in an amount (between 0% and 150% of target) based on the issuer's achievement of relative total stockholder return from the grant date until such third anniversary, and time vest 50% on the second anniversary of the grant date and 25% on each of the third and fourth anniversaries of the grant date, based on the reporting person's continued service. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 690 |
Reported balance
After 2023-06-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-06-15 · Exercise / conversion · Disposed 690 · Balance 690 F3: In addition to the PSUs, the reporting person was granted 2,760 time-vesting RSUs on June 15, 2020. Each RSU represents the right to receive one share of ORA common stock upon vesting. 25% of these time-vesting RSUs vested on June 15, 2023, the third-year anniversary of the date of grant. The remaining 25% of which will vest on the fourth anniversary of the grant date, based on the reporting person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 15, 2020, the reporting person was granted performance stock units (with a target amount of 2,885), each of which represents the right to receive one share of ORA common stock upon vesting (the "PSUs"). Pursuant to their terms, the PSUs are not deemed vested until they are both performance-vested and time-vested. The PSUs performance vest on the third anniversary of the grant date, in an amount (between 0% and 150% of target) based on the issuer's achievement of relative total stockholder return from the grant date until such third anniversary, and time vest 50% on the second anniversary of the grant date and 25% on each of the third and fourth anniversaries of the grant date, based on the reporting person's continued service.
F2: On June 15, 2023, the third anniversary of the grant date of the PSUs, 100% of the PSUs performance vested in the following amount based on the issuer's achievement of relative total stockholder return during the three-year performance period: 1,587. 75% of such PSUs were immediately paid out, as they were time-vested based on the reporting person's continued service since the grant date. The remaining 25% of such PSUs remain subject to time-vesting until the fourth anniversary of the grant date, based on the reporting person's continued service, and are thus represented as restricted stock units ("RSUs"). Each RSU represents the right to receive one share of ORA common stock upon vesting.
F3: In addition to the PSUs, the reporting person was granted 2,760 time-vesting RSUs on June 15, 2020. Each RSU represents the right to receive one share of ORA common stock upon vesting. 25% of these time-vesting RSUs vested on June 15, 2023, the third-year anniversary of the date of grant. The remaining 25% of which will vest on the fourth anniversary of the grant date, based on the reporting person's continued service.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 07, 2018 Filed Nov 8, 2018 22:27 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-020107 · rdgdoc.xml · nonDerivative · entry 1 Argas Shlomi · CIK 0001614382 · EVP, Product Segment 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Each restricted stock unit represent the right to receive per share of ORA common stock upon vesting. The restricted stock units vest 25% on each of the one, two, three and four year anniversaries of the date of grant (November 7, 2017). F1 · price: Each restricted stock unit represent the right to receive per share of ORA common stock upon vesting. The restricted stock units vest 25% on each of the one, two, three and four year anniversaries of the date of grant (November 7, 2017). Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:01 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | GrantStock Appreciation Rights · Derivative | 30,833 | $0.00 Strike: $53.44 | $0.00 |
DisclosureSEC source: 0001437749-18-012510 · rdgdoc.xml · derivative · entry 2 Argas Shlomi · CIK 0001614382 · EVP, Product Segment&oprations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,771 Underlying: Common Stock · 30,833 shares Expires 2024-06-25 F3 · derivative.exercise_date: The stock appreciation rights vest over four years with 50% on the second anniversary of the the date of grant and 25% on each of the third and fourth anniversaries of the date of grant Read SEC document |
| June 25, 2018 Filed Jun 27, 2018 21:01 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | GrantRestricted Stock Units · Derivative | 4,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-18-012510 · rdgdoc.xml · derivative · entry 1 Argas Shlomi · CIK 0001614382 · EVP, Product Segment&oprations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,657 Underlying: Common Stock · 4,320 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of ORA common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest over four years with 50% on the second anniversary of the the date of grant and 25% on each of the third and fourth anniversaries of the date of grant. F2 · derivative.expiration_date: The restricted stock units vest over four years with 50% on the second anniversary of the the date of grant and 25% on each of the third and fourth anniversaries of the date of grant. Read SEC document |
| November 07, 2017 Filed Nov 10, 2017 02:42 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | GrantStock Appreciation Rights · Derivative | 9,438 | $0.00 Strike: $63.35 | $0.00 |
DisclosureSEC source: 0001437749-17-018983 · rdgdoc.xml · derivative · entry 2 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,275 Underlying: Common Stock · 9,438 shares Expires 2023-11-07 F3 · derivative.exercise_date: The stock appreciation rights vest 25% on each of the one, two, three and four year anniversaries of the date of grant. Read SEC document |
| November 07, 2017 Filed Nov 10, 2017 02:42 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | GrantRestricted Stock Units · Derivative | 1,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-17-018983 · rdgdoc.xml · derivative · entry 1 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,837 Underlying: Common Stock · 1,337 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents the right to receive one share of ORA common stock upon vesting. F2 · derivative.exercise_date: The restricted stock units vest 25% on each of the one, two, three and four year anniversaries of the date of grant. F2 · derivative.expiration_date: The restricted stock units vest 25% on each of the one, two, three and four year anniversaries of the date of grant. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 10:03 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionStock Appreciation Rights · Derivative | 37,097 | $0.00 Strike: $23.34 | $0.00 |
DisclosureSEC source: 0001437749-17-016565 · rdgdoc.xml · derivative · entry 3 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 Underlying: Common Stock · 22,444 shares Expires 2019-06-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 28, 2017 Filed Oct 2, 2017 10:03 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | SaleCommon Stock | 22,444 | $61.13 | $1,372,001.72 |
DisclosureSEC source: 0001437749-17-016565 · rdgdoc.xml · nonDerivative · entry 2 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionStock Appreciation Rights · Derivative | 2,903 | $0.00 Strike: $23.34 | $0.00 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · derivative · entry 6 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,597 Underlying: Common Stock · 1,734 shares Expires 2019-06-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionStock Appreciation Rights · Derivative | 15,000 | $0.00 Strike: $20.13 | $0.00 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · derivative · entry 5 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,500 Underlying: Common Stock · 9,789 shares Expires 2019-04-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | SaleCommon stock | 9,789 | $59.50 | $582,445.50 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · nonDerivative · entry 4 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionCommon stock | 9,789 | $20.13 | $197,052.57 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · nonDerivative · entry 3 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,789 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | SaleCommon stock | 1,734 | $59.50 | $103,173.00 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · nonDerivative · entry 2 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 20:21 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionCommon stock | 1,734 | $23.34 | $40,471.56 |
DisclosureSEC source: 0001437749-17-016465 · rdgdoc.xml · nonDerivative · entry 1 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 08, 2017 Filed Oct 2, 2017 10:03 UTC | ORMAT TECHNOLOGIES, INC. ORA · Entity 3743 | Exercise / conversionCommon Stock | 22,444 | $23.34 | $523,842.96 |
DisclosureSEC source: 0001437749-17-016565 · rdgdoc.xml · nonDerivative · entry 1 Argas Shlomi · CIK 0001614382 · Executive V.P., Projects 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.