Optex Systems Holdings, Inc. (OPXS)
Nasdaq: OPXS · Optical Instruments & Lenses · Richardson, TX · filing with the SEC since 2007
Grade6.0
◀ Past 5.0● Present 6.1▶ Future 6.9
Who owns Optex Systems Holdings, Inc.
As filed with the SECHolders of 5% or more
1
Wasatch Advisors LP holds 9.1% of COM NEW, as its SCHEDULE 13G/A filed Jul 17, 2026 says.
Directors and officers
6
report now, of 7 people on the record since 2010. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 1 named at left.
Holders of 5% or moreshare of the class, as filed
Wasatch Advisors LP
SCHEDULE 13G/A · filed Jul 17, 2026 · COM NEW · 5.7% in Apr 22, 2026
Punch & Associates Investment Management, Inc.
SCHEDULE 13G/A · filed Aug 14, 2025 · Common Stock · reported falling below 5%, from 5.4% in Feb 14, 2025
Galileo Partners, LLC
SCHEDULE 13G/A · filed Jul 11, 2025 · Common Stock, par value $0.001 per share · reported falling below 5%
What OPXS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Optex Systems Inc
An entity · legal entity · owns, named in the 10-K filed Dec 17, 2025
Insider tradesForm 4
8sales
0purchases
7sales on a scheduled plan
2people selling
$1.6Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 12 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Schoening Danny Robert | CEO | 7 | $1.5M | 7 | 0 | $0 |
| George Chad Michael | CEO and President | 1 | $100,000 | 0 | 0 | $0 |