Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ORIX CORPIX · Entity 3059 | See Remarks | June 25, 2026 | June 25, 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.
ORIX CORP
Report date June 25, 2026 · Filed June 25, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,332.494 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Purchase · Acquired 13.159 · Balance 2,332.494 |
| Share-based Compensation PointsSEC Table II · derivative / convertible security | IndirectBy Board Incentive Plan Trust | 61,039 |
Reported balance
After 2026-06-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-06-23 · Other · Acquired 15,750 · Balance 61,039 F1: Each point represents a right to receive one share of Common Stock. F2: The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program, which entitles the Reporting Person to receive the stated amount of Common Stock upon retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each point represents a right to receive one share of Common Stock.
F2: The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program, which entitles the Reporting Person to receive the stated amount of Common Stock upon retirement.
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 |
|---|---|---|---|---|---|---|
| June 23, 2026 Filed Jun 25, 2026 10:30 UTC | ORIX CORP IX · Entity 3059 | OtherShare-based Compensation Points · Derivative | 15,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-281791 · ownership.xml · derivative · entry 2 Otsuka Takashi · CIK 0002118725 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Board Incentive Plan Trust Disclosed balance after: 61,039 Underlying: Common Stock · 15,750 shares Expires not disclosed F1 · derivative.exercise_price: Each point represents a right to receive one share of Common Stock. F2 · derivative.exercise_date: The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program, which entitles the Reporting Person to receive the stated amount of Common Stock upon retirement. F2 · derivative.expiration_date: The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program, which entitles the Reporting Person to receive the stated amount of Common Stock upon retirement. Read SEC document |
| May 20, 2026 Filed Jun 25, 2026 10:30 UTC | ORIX CORP IX · Entity 3059 | PurchaseCommon Stock | 13.159 | $38.22 | $502.94 |
DisclosureSEC source: 0001193125-26-281791 · ownership.xml · nonDerivative · entry 1 Otsuka Takashi · CIK 0002118725 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,332.494 Read SEC document |
| April 20, 2026 Filed May 15, 2026 10:15 UTC | ORIX CORP IX · Entity 3059 | PurchaseCommon Stock | 26.314 | $31.94 | $840.47 |
DisclosureSEC source: 0001193125-26-225122 · ownership.xml · nonDerivative · entry 2 Otsuka Takashi · CIK 0002118725 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,319.335 Read SEC document |
| March 19, 2026 Filed May 15, 2026 10:15 UTC | ORIX CORP IX · Entity 3059 | PurchaseCommon Stock | 13.154 | $30.16 | $396.72 |
DisclosureSEC source: 0001193125-26-225122 · ownership.xml · nonDerivative · entry 1 Otsuka Takashi · CIK 0002118725 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,293.021 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.