What are share-based compensation points in the ORIX (IX) filing?

Each share-based compensation point represents a right to receive one share of ORIX Common Stock. In this filing, 51,910 points were granted via a Board Incentive Plan Trust, forming part of Matsuzaki’s long-term share-based compensation program.

ORIX exec buys 6,579 shares, receives 51,910 units

ORIX CORP director and officer Satoru Matsuzaki reported new share-based compensation and a small stock purchase.

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

ORIX CORP director and officer Satoru Matsuzaki reported new share-based compensation and a small stock purchase. A Board Incentive Plan Trust associated with him received 51,910 share-based compensation points, each representing a right to receive one share of Common Stock upon retirement.

Separately, Matsuzaki bought 6.579 shares of Common Stock in an open-market transaction at $38.22 per share, bringing his direct holdings to 10,719.053 shares. Indirectly, the trust now holds 300,350 share-based compensation points for his benefit.

Insider Trade Summary

Net Buyer: 6.579 shares

Net Buy 2 txns

Insider Matsuzaki Satoru

Role See remarks

Bought 6.579 shs ($251.45)

Type	Security	Shares	Price	Value
Other	Share-based Compensation Points	51,910	$0.00	$0.00
Purchase	Common Stock	6.579	$38.22	$251.45

Holdings After Transaction: Share-based Compensation Points — 300,350 contracts (Indirect, By Board Incentive Plan Trust); Common Stock — 10,719.053 shares (Direct)

Footnotes (2)

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.

Key Figures

Share-based compensation grant: 51,910 points Share-based points after grant: 300,350 points Open-market purchase size: 6.579 shares +2 more

5 metrics

Share-based compensation grant 51,910 points Each point equals one share of Common Stock

Share-based points after grant 300,350 points Held indirectly via Board Incentive Plan Trust

Open-market purchase size 6.579 shares Common Stock bought in open market

Purchase price $38.22 per share Price for 6.579 Common Stock shares

Direct holdings after trade 10,719.053 shares Matsuzaki’s direct Common Stock ownership

Key Terms

Share-based Compensation Points, Board Incentive Plan Trust, share-based compensation program, Common Stock

4 terms

Board Incentive Plan Trust financial

"nature_of_ownership: By Board Incentive Plan Trust"

Common Stock financial

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

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did ORIX (IX) report for Satoru Matsuzaki?

ORIX reported that Satoru Matsuzaki received 51,910 share-based compensation points via a Board Incentive Plan Trust and bought 6.579 ORIX Common Stock shares in the open market, reflecting both compensation-related and personal investment activity.

How many ORIX (IX) shares did Satoru Matsuzaki buy in the market?

Satoru Matsuzaki purchased 6.579 shares of ORIX Common Stock in an open-market transaction at a price of $38.22 per share, slightly increasing his direct ownership reported in this Form 4 filing.

How many ORIX (IX) shares does Satoru Matsuzaki hold directly after these transactions?

After the reported open-market purchase, Satoru Matsuzaki directly holds 10,719.053 shares of ORIX Common Stock. This figure reflects his direct ownership position following the 6.579-share acquisition disclosed in the Form 4.

What indirect ORIX (IX) interests are held through the Board Incentive Plan Trust?

The Board Incentive Plan Trust holds 300,350 share-based compensation points for Matsuzaki, as reported after the latest grant. These points entitle him to receive the same number of ORIX Common Stock shares upon retirement under the company’s compensation program.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Accepted by SEC EDGAR 06/25/2026 - 06:30 AM EDT

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Matsuzaki Satoru

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

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

X	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	See remarks

2a. Foreign Trading Symbol
[TSE: 8591]

3. Date of Earliest Transaction (Month/Day/Year)
06/25/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/20/2026		P	V	6.579	A	$38.22	10,719.053	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Share-based Compensation Points	⁽¹⁾	06/23/2026		J		51,910		⁽²⁾	⁽²⁾	Common Stock	51,910	$0	300,350	I	By Board Incentive Plan Trust

Explanation of Responses:

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

2. 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.

Remarks:

Representative Executive Officer Deputy President Chief Operating Officer, Japan & APAC Business Unit

	/s/ Tomohiko Ishihara as Attorney-in-Fact for Satoru Matsuzaki	06/25/2026
	** 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 4 (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 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR