person · Reporting owner
Wishart-Smith Heather L
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORION ENERGY SYSTEMS, INC.OESX · Entity 6811 | Director | August 20, 2026 | August 24, 2026 |
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.
ORION ENERGY SYSTEMS, INC.
Report date August 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 11,405 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 1,054 · Balance 11,405 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 1,602 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,602 F1: By the Heather Lyn Wishart-Smith Trust |
Filing footnotes · ownership attribution and instrument terms
F1: By the Heather Lyn Wishart-Smith Trust
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 |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 24, 2026 20:28 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | PurchaseCommon Stock | 1,054 | $18.96 | $19,987.53 |
DisclosureSEC source: 0000897069-26-001709 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,405 Read SEC document |
| August 11, 2026 Filed Aug 12, 2026 21:45 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 2,532 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-26-001664 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,351 F1 · kind: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of August 11, 2027, 2028 and 2029, respectively. F2 · balance_after: On August 22, 2025, the issuer effected a 1-for-10 reverse stock split of the issued and outstanding shares of its common stock. Upon effectiveness of the reverse stock split, every 10 shares of common stock was automatically converted into one share of common stock, resulting in the reporting person's beneficial ownership of 70,379 less shares of common stock held directly. Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 21:37 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-001155 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,198 F1 · kind: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of July 1, 2026, 2027 and 2028, respectively. Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 22:06 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | PurchaseCommon Stock | 7,000 | $0.80 | $5,598.60 |
DisclosureSEC source: 0000897069-25-000319 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · by Trust Disclosed balance after: 16,025 F1 · ownership.nature: By the Heather Lyn Wishart-Smith Trust. Read SEC document |
| June 12, 2024 Filed Jun 12, 2024 21:32 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | PurchaseCommon Stock | 9,025 | $1.11 | $10,016.85 |
DisclosureSEC source: 0000897069-24-001381 · form4.xml · nonDerivative · entry 2 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,223 Read SEC document |
| June 12, 2024 Filed Feb 19, 2025 22:04 UTC Amendment | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | PurchaseCommon Stock | 9,025 | $1.11 | $10,016.85 |
DisclosureSEC source: 0000897069-25-000317 · form4.xml · nonDerivative · entry 2 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 9,025 F3 · balance_after: The Form 4 filed on June 12, 2024 erroneously reported that the 9,025 shares of Common Stock the reporting person purchased were held directly. This Form 4 is being filed to reflect that such shares are held in the reporting person's trust. F4 · ownership.nature: By the Heather Lyn Wishart-Smith Trust. Read SEC document |
| June 11, 2024 Filed Jun 12, 2024 21:32 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 27,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-001381 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,198 F1 · kind: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of June 11, 2025, 2026 and 2027, respectively. Read SEC document |
| June 11, 2024 Filed Feb 19, 2025 22:04 UTC Amendment | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 27,523 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-25-000317 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,198 F1 · kind: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of June 11, 2025, 2026 and 2027, respectively. F2 · balance_after: This amended Form 4 is being filed to correct an error in calculation of the number of Common Stock directly owned by the reporting person following the reported transaction. The total being reported on this amended Form 4 is current as of the date of this filing. Read SEC document |
| February 12, 2024 Filed Feb 14, 2024 22:18 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 5,461 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-24-000379 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,675 F1 · kind: Shares granted in lieu of cash for quarterly retainer fees pursuant to the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. Read SEC document |
| November 10, 2023 Filed Nov 14, 2023 21:37 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 5,859 | $0.96 | $5,624.64 |
DisclosureSEC source: 0000897069-23-001588 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,214 F1 · kind: Shares granted in lieu of cash for quarterly retainer fees pursuant to the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan, as amended. Read SEC document |
| August 15, 2023 Filed Aug 16, 2023 17:35 UTC | ORION ENERGY SYSTEMS, INC. OESX · Entity 6811 | GrantCommon Stock | 19,355 | $0.00 | $0.00 |
DisclosureSEC source: 0000897069-23-001210 · form4.xml · nonDerivative · entry 1 Wishart-Smith Heather L · CIK 0001983131 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,355 F1 · kind: Restricted stock granted to the reporting person under the Orion Energy Systems, Inc. 2016 Omnibus Incentive Plan. The restricted stock vests and becomes exercisable with respect to 1/3 of the restricted stock on each of August 15, 2024, 2025 and 2026, respectively. 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.