ORIX CORP (NYSE: IX) executive discloses Form 3 stock and compensation points

Rhea-AI Filing Summary

ORIX CORP Managing Executive Officer Takashi Otsuka reported his initial ownership in a Form 3. He holds 45,289 share-based compensation points indirectly through a Board Incentive Plan Trust, each point representing a right to receive one share of Common Stock upon retirement. He also directly owns 2,279 shares of ORIX CORP Common Stock.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Otsuka Takashi

Role Managing Executive Officer

Type	Security	Shares	Price	Value
holding	Share-based Compensation Points	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Share-based Compensation Points — 45,289 shares (Indirect, By Board Incentive Plan Trust); Common Stock — 2,279 shares (Direct)

Footnotes (1)

1. 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. Each point represents a right to receive one share of Common Stock.

Understanding Insider Trading Forms →

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Otsuka Takashi

(Last) (First) (Middle)

WORLD TRADE CENTER BUILDING, SOUTH TOWER

2-4-1 HAMAMATSU-CHO, MINATO-KU

(Street)

TOKYO JAPAN 105-5135

(City) (State) (Zip)

JAPAN

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026

3. Issuer Name and Ticker or Trading Symbol
ORIX CORP [ IX ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Managing Executive Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	2,279	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Share-based Compensation Points	(1)	(1)	Common Stock	45,289	(2)	I	By Board Incentive Plan Trust

Explanation of Responses:

1. 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.

2. Each point represents a right to receive one share of Common Stock.

Remarks:

Exhibit List: Exhibit 24 - Power of Attorney

	/s/ Tomohiko Ishihara, as Attorney-in-Fact for Takashi Otsuka	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What does ORIX CORP (IX) Managing Executive Officer Takashi Otsuka report in this Form 3?

Takashi Otsuka reports his initial ownership position in ORIX CORP. He holds 45,289 share-based compensation points indirectly via a Board Incentive Plan Trust and directly owns 2,279 shares of Common Stock, establishing his baseline equity stake as an executive.

What are the share-based compensation points reported by ORIX CORP (IX) executive Takashi Otsuka?

The reported share-based compensation points are part of ORIX CORP's share-based compensation program. Each point entitles Takashi Otsuka to receive one share of Common Stock upon retirement, representing 45,289 potential shares held indirectly through a Board Incentive Plan Trust.

Does the ORIX CORP (IX) Form 3 show any stock purchases or sales by Takashi Otsuka?

The Form 3 does not show any stock purchases or sales by Takashi Otsuka. It only discloses his existing holdings: 45,289 share-based compensation points indirectly and 2,279 shares of Common Stock directly, serving as an initial ownership snapshot.

How many ORIX CORP (IX) shares does Takashi Otsuka directly own according to the Form 3?

According to the Form 3, Takashi Otsuka directly owns 2,279 shares of ORIX CORP Common Stock. This direct holding is separate from his 45,289 share-based compensation points, which are held indirectly through the Board Incentive Plan Trust under the company’s compensation program.

How are the indirect holdings of ORIX CORP (IX) executive Takashi Otsuka structured?

Takashi Otsuka’s indirect holdings consist of 45,289 share-based compensation points held by a Board Incentive Plan Trust. Each point corresponds to one share of Common Stock, which he is entitled to receive upon retirement under ORIX CORP’s share-based compensation program.