Optex Systems Holdings's three largest insider shareholders as of May 04, 2026 are Ephraim G Fields (TenPercentOwner, 1.15Mn shares), Danny Robert Schoening (Ceo, 907.31K shares), Danny Robert Schoening (President Ceo, 796.73K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ephraim G Fields | - | 1,154,399 | 0 | 01 Sep, 2021 |
| Danny Robert Schoening | Ceo | 907,308 | 0 | 09 Dec, 2025 |
| Danny Robert Schoening | President Ceo | 796,730 | 0 | 09 Jan, 2026 |
| Judd Dayton | - | 0 | 786,006 | 17 Jun, 2025 |
| Capital Management, Llc Topline | - | 0 | 691,256 | 30 Jun, 2025 |
| Dale E Lehmann | - | 166,558 | 0 | 15 Sep, 2021 |
| Dale E Lehmann | - | 122,721 | 0 | 06 Nov, 2025 |
| Lawrence F Hagenbuch | - | 110,000 | 0 | 02 Sep, 2021 |
| R. Rimmy Malhotra | - | 101,677 | 6,888 | 22 Sep, 2022 |
| R. Rimmy Malhotra | - | 98,278 | 0 | 06 Nov, 2025 |
| R. Rimmy Malhotra | - | 0 | 95,746 | 08 Sep, 2021 |
| Judd Dayton | - | 51,600 | 0 | 06 Nov, 2025 |
| Karen Lea Hawkins | Cfo | 31,606 | 0 | 09 Jun, 2025 |
| Karen Lea Hawkins | Chief Financial Officer | 17,642 | 0 | 22 Sep, 2022 |
| Chad Michael George | President | 10,000 | 0 | 13 Aug, 2025 |
| R. Rimmy Malhotra | - | 0 | 1,887 | 11 Jun, 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 |
|---|---|---|---|---|---|---|---|---|
| 11 Mar, 2026 | Chad Michael George | COMMON STOCK | D | 7,035 | $13.62 | 0 | D | S |
| 07 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 27,946 | $13.44 | 825,654 | D | S |
| 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 |
| 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 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 5,495 | $13.08 | 867,666 | D | S |
| 06 Jan, 2026 | Danny Robert Schoening | COMMON STOCK | D | 14,066 | $13.02 | 853,600 | D | S |
| 18 Dec, 2025 | Karen Lea Hawkins | Performance Shares | A | 17,500 | $0.00 | 17,500 | D | A |
| 18 Dec, 2025 | Chad Michael George | Performance Shares | A | 50,000 | $0.00 | 50,000 | D | A |
| 05 Dec, 2025 | Danny Robert Schoening | Common Stock | A | 4,700 | $14.33 | 907,308 | D | A |
| 04 Nov, 2025 | Dale E Lehmann | COMMON STOCK | A | 4,000 | $16.74 | 122,721 | D | A |
| 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 |
| 11 Aug, 2025 | Chad Michael George | Common Stock | A | 10,000 | $0.00 | 10,000 | D | A |
| 27 Jun, 2025 | R. Rimmy Malhotra | COMMON STOCK | D | 15,000 | $11.01 | 94,278 | D | S |
| 26 Jun, 2025 | Capital Management, Llc Topline | Common Stock | D | 30,945 | $11.07 | 748,956 | I | S |
| 27 Jun, 2025 | Capital Management, Llc Topline | Common Stock | D | 10,000 | $11.26 | 738,956 | I | S |
| 30 Jun, 2025 | Capital Management, Llc Topline | Common Stock | D | 47,700 | $11.68 | 691,256 | I | S |
| 13 Jun, 2025 | Judd Dayton | COMMON STOCK | D | 2,500 | $9.45 | 801,883 | I | S |