Optex Systems
Builds optical sighting systems and assemblies for military platforms.
$10.03
After-hours close0.00 (0.00%)
At close$10.03(−2.05%)
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Breakdown13F · Form 4
Institutions 38.16%2.66M sharesInsiders 37.07%2.58M sharesOther 24.77%1.72M shares
Shares outstanding 6.96M · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Institutions13F, as of Mar 31, 2026
36 holders · 2.66M shares · 9 new positions · 19 increased · 9 reduced · 11 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| Topline Capital Management, LLC | 579.4K | 8.32% | −93.6K | May 15, 2026 |
| Wasatch Advisors LP | 398.1K | 5.72% | +132.4K | Apr 21, 2026 |
| Punch & Associates Investment Management, Inc. | 323.5K | 4.65% | +26.5K | May 15, 2026 |
| LPL Financial LLC | 255.9K | 3.68% | +210.2K | May 6, 2026 |
| Vanguard Capital Management LLC | 198.8K | 2.86% | +198.8Knew | May 15, 2026 |
| Archon Capital Management LLC | 195.6K | 2.81% | +19.6K | May 15, 2026 |
| Marshall Wace, LLP | 99.0K | 1.42% | +8.1K | May 15, 2026 |
| Ameriprise Financial Inc | 73.6K | 1.06% | −900 | Jul 17, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Wasatch Advisors LP | 5.70% | 398.1K | 13G | Apr 22, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Judd Dayton | director, 10 percent owner: | 837.6K | 12.03% | Nov 6, 2025 |
| Danny Robert Schoening | director, 10 percent owner: | 796.7K | 11.45% | Jan 9, 2026 |
| Topline Capital Management, LLC | other: See Explanation in Footnotes | 691.3K | 9.93% | Jun 30, 2025 |
| Topline Capital Partners, LP | 10 percent owner | 691.3K | 9.93% | Jun 30, 2025 |
| Dale E. Lehmann | director | 122.7K | 1.76% | Nov 6, 2025 |
| R. Rimmy Malhotra | director | 100.2K | 1.44% | Nov 6, 2025 |
| Karen Lea Hawkins | officer: CFO | 31.6K | 0.45% | Jun 9, 2025 |
3 ten-percent owners hold 2.08M shares by Form 4, outside the officers-and-directors figure above · 2 people have not refiled in the last 18 months (212.2K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 11, 2026 | Chad Michael Georgedirector, officer: CEO and President | Sale | 7,035 | $13.62 | 0 |
| Jan 8, 2026 | Danny Robert Schoeningdirector, 10 percent owner: | Sale · 2 lots | 28,924 | $14.06 | 796,730 |
| Jan 7, 2026 | Danny Robert Schoeningdirector, 10 percent owner: | Sale | 27,946 | $13.44 | 825,654 |
| Jan 6, 2026 | Danny Robert Schoeningdirector, 10 percent owner: | Sale | 14,066 | $13.02 | 853,600 |
| Jan 5, 2026 | Danny Robert Schoeningdirector, 10 percent owner: | Sale | 5,495 | $13.08 | 867,666 |
| Jan 2, 2026 | Danny Robert Schoeningdirector, 10 percent owner: | Sale · 2 lots | 34,147 | $13.87 | 873,161 |
CongressHouse and Senate disclosures
Not reported.