Schedule 13G/A: Galileo Partners Holds 330k OPXS Shares

Rhea-AI Filing Summary

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.

Insights

Securities Analyst

TL;DR – Galileo Partners now owns 4.8 % of OPXS, dropping below the 5 % large-holder threshold; impact is largely neutral.

This amendment provides a housekeeping update rather than a transformative event. Galileo Partners reports 330 k shares, equating to 4.8 % of Optex Systems’ outstanding common stock, and retains full voting and dispositive control over those shares. Crossing below 5 % eliminates certain reporting obligations and moderately reduces any perceived influence the investor may have held. However, the stake remains meaningful for a micro-cap firm, so market participants may still monitor Galileo’s future trades. No information is given on sale timing or rationale, limiting insight into sentiment or valuation. From a market-impact perspective, the disclosure is neutral; it neither signals operational change at Optex Systems nor introduces new capital, credit, or strategic risk factors.

Corporate Governance Expert

TL;DR – Ownership falls under 5 %; governance influence of Galileo Partners modestly diminishes, but no control contest indicated.

Schedule 13G/A Amendment No. 1 confirms Galileo Partners is no longer a statutory 5 % holder, implying fewer legal disclosure duties and a reduced capacity to shape shareholder resolutions. The firm continues to hold voting and dispositive power over its 330,000 shares, yet its position is now below key thresholds that often trigger additional governance scrutiny. Importantly, the filing states no group activity, parent-subsidiary structure, or shared voting arrangement, indicating Galileo remains a passive investor. Given the lack of activism language and the small absolute share count, I view governance ramifications as minor and non-impactful to other shareholders.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Optex Systems Holdings Inc

(Name of Issuer)

Common Stock, par value $0.001 per share

(Title of Class of Securities)

68384X209

(CUSIP Number)

06/23/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 68384X209

1

Names of Reporting Persons

Galileo Partners, LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 330,000.00
6	Shared Voting Power
7	Sole Dispositive Power 330,000.00
8	Shared Dispositive Power

9

Aggregate Amount Beneficially Owned by Each Reporting Person

330,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.8 %

12

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Optex Systems Holdings Inc
(b)	Address of issuer's principal executive offices: 1420 PRESIDENTIAL DRIVE, RICHARDSON, TEXAS, 75081.
Item 2.
(a)	Name of person filing: Galileo Partners, LLC
(b)	Address or principal business office or, if none, residence: 4500 Park Granada, Suite 202 Calabasas, CA 91302
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock, par value $0.001 per share
(e)	CUSIP No.: 68384X209
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 330000
(b)	Percent of class: 4.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 330000
	(ii) Shared power to vote or to direct the vote:
	(iii) Sole power to dispose or to direct the disposition of: 330000
	(iv) Shared power to dispose or to direct the disposition of:
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.	Certifications:
	Not Applicable

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Galileo Partners, LLC

Signature:	Ryan OConnell
Name/Title:	Chief Operating Officer
Date:	07/11/2025

FAQ

How many Optex Systems (OPXS) shares does Galileo Partners currently own?

Galileo Partners reports 330,000 common shares of Optex Systems beneficially owned.

What percentage of OPXS outstanding shares does this represent?

The filing states the stake equals 4.8 % of the common stock outstanding.

Why did Galileo Partners file a Schedule 13G/A amendment?

The amendment updates ownership as of June 23 2025; Item 5 notes the firm now owns 5 % or less of the class.

Who signed the Schedule 13G/A for Galileo Partners and when?

The filing was signed by Ryan O’Connell, Chief Operating Officer, on July 11 2025.

What is the CUSIP number for Optex Systems common stock?

The CUSIP disclosed in the filing is 68384X209.