Orion Energy Systems Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:5A4 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
18 Nov 24	Buy€4,066	Anthony Otten	Individual	5,000	€0.81
14 Jun 24	Buy€21,409	Ellen Richstone	Individual	20,000	€1.07
12 Jun 24	Buy€5,024	Anthony Otten	Individual	5,000	€1.00
12 Jun 24	Buy€9,235	Heather Wishart-Smith	Individual	9,025	€1.02

Insider Trading Volume

Insider Buying: 5A4 insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 5A4?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,388,010	4.22%
Institutions	15,217,895	46.2%
General Public	16,300,826	49.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 49.99% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12%	North Star Investment Management Corporation	3,933,002	€3.2m	1.22%	0.22%
8.19%	Grace & White, Inc.	2,695,406	€2.2m	1.26%	0.42%
6.44%	Tieton Capital Management, LLC	2,120,080	€1.7m	-3.06%	0.86%
4.04%	Renaissance Technologies LLC	1,330,461	€1.1m	-0.79%	no data
3.88%	The Vanguard Group, Inc.	1,276,456	€1.0m	0%	no data
3.46%	Acuitas Investments, LLC	1,140,133	€920.3k	0%	0.28%
2.95%	U.S. Bancorp Asset Management, Inc.	970,524	€783.4k	0%	no data
1.67%	Scott Green	549,624	€443.6k	0%	no data
1.17%	Penbrook Management LLC	386,497	€312.0k	-1.28%	0.21%
0.95%	Geode Capital Management, LLC	312,127	€251.9k	9.02%	no data
0.75%	BlackRock, Inc.	245,739	€198.3k	-10.5%	no data
0.64%	Michael Jenkins	211,650	€170.8k	0%	no data
0.64%	Anthony Otten	209,412	€169.0k	34%	no data
0.63%	Ellen Richstone	208,712	€168.5k	0%	no data
0.53%	Annandale Capital, LLC	173,339	€139.9k	0%	0.03%
0.51%	John Brodin	167,039	€134.8k	0%	no data
0.43%	Connors Investor Services, Inc.	141,000	€113.8k	0%	0.01%
0.3%	CIBC Private Wealth Advisors, Inc.	100,000	€80.7k	0%	no data
0.26%	State Street Global Advisors, Inc.	85,608	€69.1k	0%	no data
0.17%	Northern Trust Global Investments	55,794	€45.0k	0%	no data
0.13%	Susquehanna International Group, LLP, Asset Management Arm	43,138	€34.8k	-16.3%	no data
0.081%	Heather Wishart-Smith	26,797	€21.6k	0%	no data
0.078%	Morgan Stanley, Investment Banking and Brokerage Investments	25,722	€20.8k	0%	no data
0.062%	Bank of America Corporation, Asset Management Arm	20,268	€16.4k	0.08%	no data
0.061%	Beacon Pointe Advisors, LLC	20,000	€16.1k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 16:00
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Orion Energy Systems, Inc. is covered by 15 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Theodore O'Neill	Ascendiant Capital Markets LLC
Alexander Rygiel	B. Riley Securities, Inc.
Eric Prouty	Canaccord Genuity