Data spanning the past 90 days through January 10, 2026 reveals that Optex Systems Holdings's three principal insider shareholders consist of TenPercentOwner Ephraim G Fields (1.15Mn shares), Director Judd Dayton (837.61K shares), Director Danny Robert Schoening (796.73K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ephraim G Fields | 1,154,399 | 01 Sep, 2021 | |
| Judd Dayton | 837,606 | 06 Nov, 2025 | |
| Danny Robert Schoening | 796,730 | 09 Jan, 2026 | |
| Capital Management, Llc Topline | 691,256 | 30 Jun, 2025 | |
| Capital Partners, Lp Topline | 691,256 | 30 Jun, 2025 | |
| Dale E Lehmann | 122,721 | 06 Nov, 2025 | |
| Lawrence F Hagenbuch | 110,000 | 02 Sep, 2021 | |
| R. Rimmy Malhotra | 100,165 | 06 Nov, 2025 | |
| Karen Lea Hawkins | Cfo | 31,606 | 09 Jun, 2025 |
| Chad Michael George | President | 10,000 | 13 Aug, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 08 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 2,815 | $13.55 | 822,839 | D | S |
| 08 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 26,109 | $14.11 | 796,730 | D | S |
| 07 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 27,946 | $13.44 | 825,654 | D | S |
| 06 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 14,066 | $13.02 | 853,600 | D | S |
| 05 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 5,495 | $13.08 | 867,666 | D | S |
| 02 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 4,451 | $13.09 | 902,857 | D | S |
| 02 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 29,696 | $13.99 | 873,161 | D | S |
| 05 Dec, 2025 | Danny Robert Schoening | Common Stock | A | 4,700 | $14.33 | 907,308 | D | A |
| 04 Nov, 2025 | R. Rimmy Malhotra | - | - | 98,278 | D | |||
| 04 Nov, 2025 | R. Rimmy Malhotra | COMMON STOCK | A | 4,000 | $16.74 | 98,278 | D | A |
| 04 Nov, 2025 | Judd Dayton | COMMON STOCK | A | 4,000 | $16.74 | 51,600 | D | A |
| 04 Nov, 2025 | Dale E Lehmann | COMMON STOCK | A | 4,000 | $16.74 | 122,721 | D | A |
| 11 Aug, 2025 | Chad Michael George | Common Stock | A | 10,000 | $0.00 | 10,000 | D | A |
| 11 Aug, 2025 | Chad Michael George | - | - | 10,000 | D | |||
| 30 Jun, 2025 | Capital Partners, Lp Topline | - | - | 691,256 | D | |||
| 30 Jun, 2025 | Capital Partners, Lp Topline | Common Stock | D | 47,700 | $11.68 | 691,256 | D | S |
| 30 Jun, 2025 | Capital Management, Llc Topline | Common Stock | D | 47,700 | $11.68 | 691,256 | I | S |
| 27 Jun, 2025 | R. Rimmy Malhotra | - | - | 94,278 | D | |||
| 27 Jun, 2025 | R. Rimmy Malhotra | COMMON STOCK | D | 15,000 | $11.01 | 94,278 | D | S |
| 27 Jun, 2025 | Capital Partners, Lp Topline | Common Stock | D | 10,000 | $11.26 | 738,956 | D | S |