Monitor the August 6 meeting for any last-minute dissident activity or vote count disclosures. The Omnibus Incentive Plan amendment could signal future equity grants — review the full proxy statement for share reserve details. No immediate trading catalyst.
Price Chart
Executive Summary
Orion Energy Systems filed definitive additional proxy materials (DEFA14A) for its 2026 Annual Meeting scheduled for August 6, 2026. The board recommends voting FOR all four proposals: election of directors Richard A. Shapiro and Heather L. Wishart-Smith, advisory say-on-pay, ratification of BDO USA as auditor, and approval of the amended 2016 Omnibus Incentive Plan. This is a routine management solicitation with no dissident or activist campaign evident in the filing.
Key Financial Metrics
Key Facts
- Annual Meeting scheduled for August 6, 2026; vote deadline August 5, 2026 at 11:59 PM ET
- Board recommends FOR all four proposals: director election, say-on-pay, auditor ratification, and Omnibus Incentive Plan amendment
- Director nominees: Richard A. Shapiro and Heather L. Wishart-Smith
- Filing is management-solicited DEFA14A — no dissident or activist materials present
- Market cap ~$39M; 89% of analysts rate Strong Buy or Buy
Financial Impact
No financial figures disclosed in this filing — routine proxy solicitation
Risk Factors
- Low institutional ownership (top holders RenTech $2M, Sei $1M) could lead to low voter turnout
- No material financial data in this filing to assess business fundamentals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001193125-26-280173 |
| Document: 0001193125-26-280173-index-headers.html | 0001193125-26-280173 |
| Document: 0001193125-26-280173-index.html | 0001193125-26-280173 |
| Document: 0001193125-26-280173.txt | 0001193125-26-280173 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 7d ago | SC 13G | $22.80 $19.56 | ▼ −14.21% | ▼ −14.07% | $20.00 (−12.28%) |
Sep 15, 2026 5w ago | 8-K | $26.91 $27.50 | ▲ +2.19% | ▲ +1.38% | $20.00 (−25.68%) |
Aug 5, 2026 11w ago | 8-K | $16.06 $20.59 | ▲ +28.21% | ▲ +27.86% | $20.00 (+24.53%) |
Jun 24, 2026 17w ago | DEFA14A | $9.57 $12.18 | ▲ +27.27% | ▲ +25.57% | $20.00 (+108.99%) |
Jun 4, 2026 20w ago | 8-K | $9.16 $9.46 | ▲ +3.28% | ▲ +5.83% | $20.00 (+118.34%) |
Jun 4, 2026 20w ago | Press Release | $9.16 $9.46 | ▲ +3.28% | ▲ +5.83% | $20.00 (+118.34%) |
May 19, 2026 23w ago | 8-K | $8.78 $10.40 | ▲ +18.45% | ▲ +16.20% | $20.00 (+127.79%) |
May 19, 2026 23w ago | Press Release | $8.78 $10.40 | ▼ −18.45% | ▼ −16.20% | $20.00 (−127.79%) |
Apr 16, 2026 27w ago | 8-K | $9.55 $9.25 | ▼ −3.14% | ▼ −3.70% | $20.00 (+109.42%) |
Apr 15, 2026 27w ago | Press Release | $10.01 $9.50 | ▼ −5.09% | ▼ −6.73% | $20.00 (+99.80%) |
US Market Status
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