Welcome to our dedicated page for Optex Systems SEC filings (Ticker: OPXS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Scanning a 300-page defense-contract filing for Optex Systems can feel like looking through an un-calibrated periscope—critical details on backlog, export controls, or executive stock sales hide in dense technical prose. Optex Systems insider trading Form 4 transactions and defense risk factors matter, yet they’re scattered across multiple forms.
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Optex Systems Holdings Inc. is reported to have a significant minority position held by Punch & Associates Investment Management, Inc. The filer beneficially owns 331,495 shares, representing 4.8% of the outstanding common stock, and reports sole voting and sole dispositive power over those shares.
The filing states these securities are held in the ordinary course of business and were not acquired to change or influence control of the company. The disclosure confirms the position is under the 5% threshold and no shared or group voting/dispositive arrangements are reported.
Optex Systems Holdings, Inc. reported consolidated revenue of $11.110 million for the three months ended June 29, 2025 (up from $9.060 million) and $30.038 million for the nine months ended June 29, 2025 (up from $24.552 million). Net income was $1.510 million for the quarter and $4.122 million for the nine months, compared with $1.261 million and $2.754 million in the prior-year periods. Cash and cash equivalents increased to $4.871 million from $1.009 million, and shares outstanding were approximately 6.9 million.
The company attributes higher revenue to increased periscope production and stronger demand across segments, with periscope production up materially year-over-year. Backlog was $38.3 million as of June 29, 2025, down from $45.6 million a year earlier. Contract loss reserves increased to $423 thousand reflecting higher rework and labor inefficiencies. The Company renewed a $3.0 million revolving credit facility (interest currently 7.10%) with no outstanding balance at June 29, 2025.
Optex Systems Holdings, Inc. appointed Chad George as President effective August 11, 2025, while Danny Schoening remains Chairman and CEO. Mr. George brings 20 years of operations and supply chain experience in the defense sector, most recently serving as Vice President of Operations and Supply Chain at Leonardo DRS (Jan 2022–Aug 2025) and previously as Factory Manager and Operations Leader at Raytheon (Apr 2009–Mar 2021). He holds a B.S. in Industrial Engineering from Oklahoma State University and an MBA from the University of Texas at Dallas.
The company entered an employment agreement effective August 11, 2025 through July 1, 2028 with automatic one-year extensions unless terminated with 90 days’ notice. Mr. George’s initial base salary is $300,000 with 3.5% annual increases, a target bonus of 30% of base salary ( Board may adjust +/-20%), 200 hours paid vacation/PTO, and customary benefits. Termination provisions include payment of accrued salary and, for termination without cause or resignation for good reason, six months’ base salary. The Board granted Mr. George 10,000 restricted shares vesting on January 1, 2026. The employment agreement is filed as Exhibit 10.1.
Effective August 10, 2025, the Board amended the Bylaws: added shareholder proposal and nomination deadlines, created a Chief Executive Officer office allowing CEO and President to be separate, added expanded director and officer indemnification, and adopted a forum selection clause directing derivative and fiduciary duty actions to Delaware Chancery Court (or federal court in Delaware) and securities class actions to federal court. The amended Bylaws are filed as Exhibit 3.1.
Schedule 13G/A filing overview: Galileo Partners, LLC submitted Amendment No. 1 to Schedule 13G reporting its beneficial ownership in Optex Systems Holdings, Inc. (OPXS) common stock. The filing relates to an ownership position as of June 23 2025.
Key ownership details
- Shares beneficially owned: 330,000
- Percent of class: 4.8% (below the 5 % threshold that defines a “5 % holder” under Section 13(d))
- Sole voting power: 330,000 shares
- Sole dispositive power: 330,000 shares
- Shared voting/dispositive power: 0 shares
The reporting person is organized in Delaware and classifies itself as “PN” (private partnership/limited liability company). Because Item 5 indicates “Ownership of 5 percent or less of a class,” this amendment places Galileo Partners below the statutory large-shareholder threshold, signalling it is no longer a 5 % reporting owner.
Administrative information
- Issuer headquarters: 1420 Presidential Drive, Richardson, TX 75081
- Reporting person address: 4500 Park Granada, Suite 202, Calabasas, CA 91302
- CUSIP: 68384X209
- Form signed by: Ryan O’Connell, Chief Operating Officer, on July 11 2025
No other transactions, financial results, or strategic actions are disclosed in this filing; its sole purpose is to update the market on Galileo Partners’ current equity position in OPXS.
Form 144 Notice of Proposed Sale filed by Optex Systems Holdings director Malhotra R. Rimmy, indicating intent to sell 15,000 shares of common stock through Fidelity Brokerage Services with an aggregate market value of $155,100.
The shares to be sold were originally acquired on April 30, 2020 as part of a stock award compensation package totaling 100,000 shares. The proposed sale represents approximately 0.22% of the company's 6,912,919 outstanding shares and is scheduled for execution on June 27, 2025 on the NASDAQ exchange.
Key details:
- No sales reported by the insider in the past 3 months
- Original acquisition was compensation-based stock award from issuer
- Filing includes standard attestation of no knowledge of undisclosed material adverse information
- Sale executed through attorney-in-fact arrangement with Fidelity Brokerage Services
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