Optex Systems Holdings's three largest insider shareholders as of September 29, 2026 are Danny Robert Schoening (Ceo, 907.31K shares), Danny Robert Schoening (President Ceo, 796.73K shares), Judd Dayton (Director, 786.01K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Danny Robert Schoening | President Ceo | 1,704,038 | 0 | 1,704,038 | 48.3% | 09 Jan, 2026 |
| 2 | Capital Partners, Lp Topline | TenPercentOwner | 691,256 | 0 | 691,256 | 19.6% | 30 Jun, 2025 |
| 3 | Capital Management, Llc Topline | Other | 0 | 691,256 | 691,256 | 19.6% | 30 Jun, 2025 |
| 4 | R. Rimmy Malhotra | Director | 199,955 | 6,888 | 206,843 | 5.9% | 06 Nov, 2025 |
| 5 | Dale E Lehmann | Director | 122,721 | 0 | 122,721 | 3.5% | 06 Nov, 2025 |
| 6 | Judd Dayton | Director, TenPercentOwner | 51,600 | 0 | 51,600 | 1.5% | 06 Nov, 2025 |
| 7 | Karen Lea Hawkins | Cfo | 49,248 | 0 | 49,248 | 1.4% | 09 Jun, 2025 |
| 8 | Chad Michael George | President | 10,000 | 0 | 10,000 | 0.3% | 13 Aug, 2025 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Chad Michael George | Ceo And President | Disposed S | 7,035 | $13.62 | $95.82K | 0 | Direct |
| 07 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 27,946 | $13.44 | $375.59K | 825,654 | Direct |
| 08 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 2,815 | $13.55 | $38.14K | 822,839 | Direct |
| 08 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 26,109 | $14.11 | $368.40K | 796,730 | Direct |
| 02 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 4,451 | $13.09 | $58.26K | 902,857 | Direct |
| 02 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 29,696 | $13.99 | $415.45K | 873,161 | Direct |
| 05 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 5,495 | $13.08 | $71.87K | 867,666 | Direct |
| 06 Jan, 2026 | Danny Robert Schoening | Director, TenPercentOwner | Disposed S | 14,066 | $13.02 | $183.14K | 853,600 | Direct |
| 18 Dec, 2025 | Chad Michael George | President | Acquired A | 50,000 | $0.00 | $0 | 50,000 | Direct |
| 18 Dec, 2025 | Karen Lea Hawkins | Cfo | Acquired A | 17,500 | $0.00 | $0 | 17,500 | Direct |
| 05 Dec, 2025 | Danny Robert Schoening | Ceo | Acquired A | 4,700 | $14.33 | $67.35K | 907,308 | Direct |
| 04 Nov, 2025 | Judd Dayton | Director, TenPercentOwner | Acquired A | 4,000 | $16.74 | $66.96K | 51,600 | Direct |
| 04 Nov, 2025 | R. Rimmy Malhotra | Director | Acquired A | 4,000 | $16.74 | $66.96K | 98,278 | Direct |
| 04 Nov, 2025 | Dale E Lehmann | Director | Acquired A | 4,000 | $16.74 | $66.96K | 122,721 | Direct |
| 11 Aug, 2025 | Chad Michael George | President | Acquired A | 10,000 | $0.00 | $0 | 10,000 | Direct |
| 26 Jun, 2025 | Capital Partners, Lp Topline | TenPercentOwner | Disposed S | 30,945 | $11.07 | $342.56K | 748,956 | Direct |
| 27 Jun, 2025 | R. Rimmy Malhotra | Director | Disposed S | 15,000 | $11.01 | $165.15K | 94,278 | Direct |
| 26 Jun, 2025 | Capital Management, Llc Topline | Other | Disposed S | 30,945 | $11.07 | $342.56K | 748,956 | Indirect |
| 27 Jun, 2025 | Capital Management, Llc Topline | Other | Disposed S | 10,000 | $11.26 | $112.60K | 738,956 | Indirect |
| 27 Jun, 2025 | Capital Partners, Lp Topline | TenPercentOwner | Disposed S | 10,000 | $11.26 | $112.60K | 738,956 | Direct |