Every Form 4 that Optex Systems Holdings, INC (OPXS) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow OPXS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OPXS filings page.
Optex Systems Holdings’ CEO and President George Chad Michael sold 7,035 shares of common stock in an open-market transaction. The sale occurred on March 11, 2026 at a weighted average price of $13.62 per share, with individual trades ranging from $13.53 to $13.89.
These were direct holdings, and his directly owned common shares reported in this filing decreased to 0 shares following the transaction. The company notes the price is a weighted average across multiple trades and underlying trade details are available upon request.
Optex Systems Holdings Inc reported an amended insider transaction for CEO and President George Chad Michael. He received a grant of 10,000 shares of common stock on August 11, 2025, with no cash paid per share. Of this grant, 2,965 shares were withheld the same day to satisfy tax withholding obligations, leaving him with 7,035 shares of common stock held directly after the transactions. The amendment clarifies the original report by explicitly showing the tax-withholding disposition and updating his beneficial ownership.
Optex Systems Holdings Inc. director and 10% owner Danny Robert Schoening reported automatic sales of common stock under a pre-arranged Rule 10b5-1 trading plan. On January 7, 2026, he sold 27,946 shares at a weighted average price of $13.44 per share. On January 8, 2026, he sold 2,815 shares at a weighted average price of $13.55 and 26,109 shares at a weighted average price of $14.11, all in multiple trades within the stated price ranges. Following these transactions, Schoening directly beneficially owned 796,730 shares of Optex common stock.
Optex Systems (OPXS) director reported acquiring 4,000 shares of common stock on 11/04/2025 (Transaction Code A). The award is subject to 100% vesting on January 1, 2027, and the NASDAQ closing price on the grant date was $16.74. Following the transaction, the director beneficially owns 98,278 shares directly and 1,887 shares indirectly through Nicoya Fund LLC.
Optex Systems (OPXS) reported an insider transaction: a director and 10% owner acquired 4,000 shares of common stock on November 4, 2025 at $16.74 per share. Following the transaction, the reporting person beneficially owned 51,600 shares directly, plus 786,006 shares indirectly through Sudbury Capital Fund, LP, and 25,000 shares indirectly via a SEP‑IRA. The filing notes the award vests 100% on January 1, 2027, and that the NASDAQ closing price on the grant date was $16.74.
Optex Systems (OPXS) reported an insider equity award. Director Dale Lehmann acquired 4,000 shares of common stock on 11/04/2025 (transaction code A) at the NASDAQ closing price of $16.74 per share.
The grant vests 100% on January 1, 2027. Following the award, Lehmann beneficially owns 122,721 shares, held directly.