Comparable stake leader
WASATCH ADVISORS LP
SEC ownership of Optex Systems Holdings Inc
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001397016.
Disclosed value leader
Dayton Judd
Comparable rows
44/48
Latest evidence
30 Jun 2026
- Public ticker
- OPXS 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
-
WASATCH ADVISORS LP
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
44 of 48
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
WASATCH ADVISORS LP
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001397016
- Issuer location
- Richardson, TX
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 Optex Systems Holdings 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
WASATCH ADVISORS LP
Disclosed value leader
Dayton Judd
Comparable rows
44/48
Latest evidence
30 Jun 2026
13F
13D/G
3/4/5
Lead comparable stake: 9.1%
4 rows are not safely comparable across share classes.
13D/G row: WASATCH ADVISORS LP
Showing 1-8 of 48 holder rows.
Quick read
WASATCH ADVISORS LP leads the comparable SEC ownership view at 9.1%.
44 of 48 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 WASATCH ADVISORS LP's linked filing trail.
Comparable ownership
Top 5
WASATCH ADVISORS LP
9.1%
PUNCH & ASSOCIATES INVESTMENT MAN...
4.8%
Galileo Partners, LLC
4.8%
Dayton Judd
12%
Danny Robert Schoening
11%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 48 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP |
13F
13D/G
Company
|
9.1%
from 13D/G
|
$8,904,434
634,671 shares
|
— | 30 Jun 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. |
13F
13D/G
Company
|
4.8%
from 13D/G
|
$4,766,552
339,740 shares
|
— | 30 Jun 2026 |
| Galileo Partners, LLC |
13D/G
|
4.8%
|
$3,151,500
330,000 shares
|
$0 | 23 Jun 2025 |
| Dayton Judd |
3/4/5
Director, 10%+ Owner
|
12%
|
$11,317,650
862,606 shares
|
— | 04 Nov 2025 |
| Danny Robert Schoening |
3/4/5
Director, 10%+ Owner
|
11%
|
$11,241,860
796,730 shares
|
-$1,510,860 | 07 Jan 2026 |
| Topline Capital Management, LLC |
3/4/5
13F
Other* · Company
|
9.9%
|
$8,073,870
691,256 shares
|
— | 26 Jun 2025 |
| Topline Capital Partners, LP |
3/4/5
10%+ Owner
|
9.9%
|
$8,073,870
691,256 shares
|
— | 26 Jun 2025 |
| Dale E. Lehmann |
3/4/5
Director
|
1.8%
|
$2,054,349
122,721 shares
|
— | 04 Nov 2025 |
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 selling over the last 12 months. Net value: -$1,606,677.
Buys
$0
Insiders: 0
Sells
$1,606,677
Insiders: 2
Net
-$1,606,677
Shares: -117,613
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 117,613
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 117,613 | $0 | $1,606,677 | -$1,606,677 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-10 of 10 reporting-owner rows connected to Optex Systems Holdings Inc. Open a relationship link for the CIK-to-CIK filing trail.
Rows
10
Largest Forms 3/4/5 holder
Dayton Judd
Net 12M change
-$1,606,677
Latest report
11 Mar 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Dayton Judd | Director, 10%+ Owner | $11,317,650 | Mixed | 04 Nov 2025 | ||
| Danny Robert Schoening | Director, 10%+ Owner | $11,241,860 | -$1,510,860 | -12% | Filing P/S | 07 Jan 2026 |
| Topline Capital Partners, LP | 10%+ Owner | $8,073,870 | Filing P/S | 26 Jun 2025 | ||
| Topline Capital Management, LLC | Other* | $8,073,870 | Filing P/S | 26 Jun 2025 | ||
| Ephraim G. Fields | 10%+ Owner | $7,295,802 | Mixed | 26 Aug 2021 | ||
| Dale E. Lehmann | Director | $2,054,349 | Mixed | 04 Nov 2025 | ||
| R. Rimmy Malhotra | Director | $1,669,496 | Mixed | 04 Nov 2025 | ||
| Lawrence F. Hagenbuch | Director | $695,200 | Mixed | 01 Sep 2021 | ||
| Karen Lea Hawkins | Cfo | $291,091 | Filing P/S | 18 Dec 2025 | ||
| Chad Michael George | CEO and President, Director | $0 | -$95,817 | -100% | Mixed | 11 Mar 2026 |
Recent insider transactions for Optex Systems Holdings 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Chad Michael George | OPXS | COMMON STOCK | Sale | -100% | $95,817 | $13.62 | -7,035 | 0 | 11 Mar 2026 | Direct |
| Danny Robert Schoening | OPXS | COMMON STOCK | Sale | -3.5% | $406,541 | $14.06 | -28,924 | 796,730 | 08 Jan 2026 | Direct |
| Danny Robert Schoening | OPXS | COMMON STOCK | Sale | -3.27% | $375,594 | $13.44 | -27,946 | 825,654 | 07 Jan 2026 | Direct |
| Danny Robert Schoening | OPXS | COMMON STOCK | Sale | -1.62% | $183,139 | $13.02 | -14,066 | 853,600 | 06 Jan 2026 | Direct |
| Danny Robert Schoening | OPXS | COMMON STOCK | Sale | -0.63% | $71,875 | $13.08 | -5,495 | 867,666 | 05 Jan 2026 | Direct |
| Danny Robert Schoening | OPXS | COMMON STOCK | Sale | -3.76% | $473,711 | $13.87 | -34,147 | 873,161 | 02 Jan 2026 | Direct |
| Karen Lea Hawkins | OPXS | Performance Shares | Award | 17,500 | 17,500 | 18 Dec 2025 | Direct | |||
| Chad Michael George | OPXS | Performance Shares | Award | 50,000 | 50,000 | 18 Dec 2025 | Direct | |||
| Danny Robert Schoening | OPXS | Common Stock | Award | 0.52% | 4,700 | 907,308 | 05 Dec 2025 | Direct | ||
| R. Rimmy Malhotra | OPXS | COMMON STOCK | Award | 4.24% | 4,000 | 98,278 | 04 Nov 2025 | Direct | ||
| Dayton Judd | OPXS | COMMON STOCK | Award | 8.4% | 4,000 | 51,600 | 04 Nov 2025 | Direct | ||
| Dale E. Lehmann | OPXS | COMMON STOCK | Award | 3.37% | 4,000 | 122,721 | 04 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.