Comparable stake leader
North Star Investment Management Corp.
SEC ownership of ORION ENERGY SYSTEMS, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001409375.
Disclosed value leader
North Star Investment Management Corp.
Comparable rows
40/47
Latest evidence
20 Aug 2026
- Public ticker
- OESX on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
North Star Investment Management Corp.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
40 of 47
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
North Star Investment Management Corp.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
20 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001409375
- Issuer location
- Manitowoc, WI
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of ORION ENERGY SYSTEMS, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
North Star Investment Man...
Disclosed value leader
North Star Investment Man...
Comparable rows
40/47
Latest evidence
20 Aug 2026
13F
13D/G
3/4/5
Lead comparable stake: 13%
7 rows are not safely comparable across share classes.
13D/G row: North Star Investment Management Corp.
Showing 1-8 of 47 holder rows.
Quick read
North Star Investment Management Corp. leads the comparable SEC ownership view at 13%.
40 of 47 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens North Star Investment Management Corp.'s linked filing trail.
Comparable ownership
Top 5
North Star Investment Management ...
13%
Kathleen Marie Connors
7.5%
Tieton Capital Management, LLC
6.6%
GRACE & WHITE INC /NY
6.3%
Acuitas Investments, LLC
3.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 47 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| North Star Investment Management Corp. |
13F
13D/G
Company · North Star Investment Management Corporation
|
13%
from 13D/G
|
$6,160,069
526,952 shares
|
— | 30 Jun 2026 |
| Kathleen Marie Connors |
13D/G
CONNORS KATHLEEN MARIE
|
7.5%
|
$1,594,838
2,657,620 shares
|
$0 | 16 Jul 2024 |
| Tieton Capital Management, LLC |
13F
13D/G
Company
|
6.6%
from 13D/G
|
$3,326,000
284,526 shares
|
— | 30 Jun 2026 |
| GRACE & WHITE INC /NY |
13D/G
13F
Grace & White, Inc. · Company
|
6.3%
|
$3,612,891
223,847 shares
|
$0 | 31 Dec 2025 |
| Acuitas Investments, LLC |
13D/G
|
3.1%
|
$742,922
1,017,701 shares
|
-$509,283 | 31 Mar 2025 |
| Ellen B. Richstone |
3/4/5
Director
|
1%
|
$419,635
35,897 shares
|
— | 11 Aug 2026 |
| Anthony L. Otten |
3/4/5
Director
|
0.74%
|
$303,624
25,973 shares
|
— | 11 Aug 2026 |
| Heather L. Wishart-Smith |
3/4/5
Director
|
0.37%
|
$235,005
13,007 shares
|
+$19,988 | 20 Aug 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$351,374.
Buys
$351,374
Insiders: 3
Sells
$0
Insiders: 0
Net
+$351,374
Shares: +25,455
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 25,455
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 1,054 | 0 | $19,988 | $0 | +$19,988 |
| 3-6 | 2,735 | 0 | $25,929 | $0 | +$25,929 |
| 6-9 | 500 | 0 | $5,535 | $0 | +$5,535 |
| 9-12 | 21,166 | 0 | $299,922 | $0 | +$299,922 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to ORION ENERGY SYSTEMS, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Scott A. Green
Net 12M change
+$351,374
Latest report
20 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Scott A. Green | President and COO | $1,720,510 | Mixed | 11 Aug 2026 | ||
| J. Per Brodin | EVP, CFO, CAO & Treasurer | $1,201,299 | +$5,535 | +0.46% | Mixed | 11 Aug 2026 |
| Michael H. Jenkins | Chief Executive Officer, Director | $1,096,454 | Filing P/S | 25 Feb 2025 | ||
| Michael W. Altschaefl | Director | $1,020,208 | Mixed | 10 Nov 2022 | ||
| Sally A. Washlow | Chief Executive Officer, Director | $1,009,536 | +$325,851 | +48% | Mixed | 11 Aug 2026 |
| Ellen B. Richstone | Director | $419,635 | Mixed | 11 Aug 2026 | ||
| Anthony L. Otten | Director | $303,624 | Mixed | 11 Aug 2026 | ||
| Heather L. Wishart-Smith | Director | $235,005 | +$19,988 | +9.3% | Mixed | 20 Aug 2026 |
| Mark C. Williamson | Director | $143,485 | Mixed | 10 Jun 2022 | ||
| Richard A. Shapiro | Director | $107,770 | Mixed | 11 Aug 2026 | ||
| Alan B. Howe | Director | $47,145 | Mixed | 10 Jun 2022 | ||
| Charles R. McDulin | Director | Mixed | 03 Jan 2023 |
Recent insider transactions for ORION ENERGY SYSTEMS, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Heather L. Wishart-Smith | OESX | Common Stock | Purchase | 10.2% | $19,988 | $18.96 | 1,054 | 11,405 | 20 Aug 2026 | Direct |
| Heather L. Wishart-Smith | OESX | Common Stock | Award | 32.4% | 2,532 | 10,351 | 11 Aug 2026 | Direct | ||
| Sally A. Washlow | OESX | Common Stock | Award | 24.4% | 12,000 | 61,259 | 11 Aug 2026 | Direct | ||
| Sally A. Washlow | OESX | Stock Options (right to buy) | Award | 25,000 | 25,000 | 11 Aug 2026 | Direct | |||
| Richard A. Shapiro | OESX | Common Stock | Award | 37.9% | 2,532 | 9,219 | 11 Aug 2026 | Direct | ||
| Anthony L. Otten | OESX | Common Stock | Award | 10.8% | 2,532 | 25,973 | 11 Aug 2026 | Direct | ||
| Scott A. Green | OESX | Common Stock | Award | 7.46% | 9,000 | 129,678 | 11 Aug 2026 | Direct | ||
| Scott A. Green | OESX | Stock Options (right to buy) | Award | 17,500 | 17,500 | 11 Aug 2026 | Direct | |||
| Ellen B. Richstone | OESX | Common Stock | Award | 7.59% | 2,532 | 35,897 | 11 Aug 2026 | Direct | ||
| J. Per Brodin | OESX | Common Stock | Award | 11.8% | 9,000 | 85,263 | 11 Aug 2026 | Direct | ||
| J. Per Brodin | OESX | Stock Options (right to buy) | Award | 17,500 | 17,500 | 11 Aug 2026 | Direct | |||
| Sally A. Washlow | OESX | Common Stock | Purchase | 3.75% | $16,857 | $9.47 | 1,780 | 49,259 | 24 Jun 2026 | Direct |
| Sally A. Washlow | OESX | Common Stock | Purchase | 2.05% | $9,072 | $9.50 | 955 | 47,479 | 23 Jun 2026 | Direct |
| J. Per Brodin | OESX | Common Stock | Purchase | 0.54% | $5,535 | $11.07 | 500 | 92,811 | 27 Feb 2026 | Direct |
| Sally A. Washlow | OESX | Common Stock | Purchase | 83.5% | $299,922 | $14.17 | 21,166 | 46,524 | 19 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.