STOCK TITAN

ORIX Corp (IX) director reports 2,000 retirement-linked share units

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

ORIX Corp director Hodo Chikatomo reported a share-based compensation award allocated through a trust. The filing shows 2,000 share-based compensation points recorded indirectly via the Board Incentive Plan Trust. Each point represents the right to receive one share of Common Stock upon retirement, bringing the director’s total reported points to 11,500.

Positive

  • None.

Negative

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Insider Hodo Chikatomo
Role null
Type Security Shares Price Value
Other Share-based Compensation Points 2,000 $0.00 --
Holdings After Transaction: Share-based Compensation Points — 11,500 shares (Indirect, By Board Incentive Plan Trust)
Footnotes (1)
  1. Each point represents a right to receive one share of Common Stock. 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.
Share-based compensation points granted 2,000 points Recorded on 2026-06-23 as derivative compensation
Total points after transaction 11,500 points Total reported share-based compensation points following the event
Exercise price per point 0.0000 Conversion or exercise price for compensation points
Underlying common shares 2,000 shares Each point represents right to one share of Common Stock
Derivative transaction count 1 transaction Single derivative-type compensation restructuring recorded
Restructuring shares 2,000 Classified as restructuring under transaction summary
Share-based Compensation Points financial
"The filing shows 2,000 share-based compensation points recorded indirectly via the Board Incentive Plan Trust."
Board Incentive Plan Trust financial
"The 2,000 reported points are held indirectly through a Board Incentive Plan Trust."
share-based compensation program financial
"The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program."
derivative securities financial
"The reported derivative securities represent share-based compensation granted under ORIX Corporation's share-based compensation program."
Financial contracts whose value is tied to the price or performance of another asset, such as a stock, bond, commodity, index, or currency; examples include options, futures and swaps. They matter to investors because they let you protect against price swings, bet on future moves or gain larger exposure with less upfront cash—like using a lever or insurance policy on an investment—so they can amplify gains and losses and help manage portfolio risk.
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Learn about SEC filing dates
SEC Form 4
FORM 4UNITED 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*
Hodo Chikatomo

(Last)(First)(Middle)
WORLD TRADE CENTER BUILDING, SOUTH TOWER
2-4-1 HAMAMATSU-CHO, MINATO-KU

(Street)
TOKYOJAPAN105-5135

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
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)
XForm 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)
CodeVAmount(A) or (D)Price
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Share-based Compensation Points(1)06/23/2026J2,000 (2) (2)Common Stock2,000$011,500IBy 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.
/s/ Tomohiko Ishihara as Attorney-in-Fact for Chikatomo Hodo06/25/2026
** Signature of Reporting PersonDate
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)

FAQ

What did ORIX Corp (IX) director Hodo Chikatomo report in this Form 4?

The Form 4 reports 2,000 share-based compensation points for director Hodo Chikatomo. These points were recorded indirectly through a Board Incentive Plan Trust and are part of ORIX Corporation’s share-based compensation program tied to retirement.

Are the 2,000 points in ORIX Corp (IX) Form 4 an open-market stock trade?

No, the 2,000 points represent share-based compensation, not an open-market trade. They are granted under ORIX Corporation’s share-based compensation program and entitle the reporting person to receive Common Stock upon retirement rather than reflecting a market purchase or sale.

How many share-based compensation points does Hodo Chikatomo hold after this ORIX (IX) transaction?

After this transaction, the total reported share-based compensation points are 11,500. Each point represents a right to receive one share of ORIX Corporation Common Stock upon retirement, so the figure reflects the aggregate potential share entitlement under the compensation program.

How are the ORIX Corp (IX) compensation points held for Hodo Chikatomo?

The 2,000 reported points are held indirectly through a Board Incentive Plan Trust. The filing labels ownership as indirect with the nature of ownership stated as “By Board Incentive Plan Trust,” indicating the compensation is administered via that trust structure.

What do the share-based compensation points in ORIX Corp (IX) Form 4 represent?

Each point represents the right to receive one share of ORIX Corporation Common Stock. According to the disclosure, these derivative securities are part of a share-based compensation program that entitles the reporting person to receive the stated amount of stock upon retirement.