Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Optex Systems Holdings IncOPXS · Entity 7005 | Director · CEO and President | March 11, 2026 | March 13, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Optex Systems Holdings Inc
Report date March 11, 2026 · Filed March 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-03-11 transaction · row 1
1 source rowRow 1 · 2026-03-11 · Sale · Disposed 7,035 · Balance 0 F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.89 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.89 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 11, 2026 Filed Mar 13, 2026 16:10 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | SaleCOMMON STOCK | 7,035 | $13.62 | $95,816.70 |
DisclosureSEC source: 0001493152-26-010054 · ownership.xml · nonDerivative · entry 1 George Chad Michael · CIK 0002082157 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.53 to $13.89 per share, inclusive. The holder undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon written request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 18, 2025 Filed Dec 19, 2025 16:05 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantPerformance Shares · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-25-028548 · ownership.xml · derivative · entry 1 George Chad Michael · CIK 0002082157 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2030-09-29 F1 · derivative.exercise_price: Each performance share represents a contingent right to receive one share of OPXS common stock. The performance shares vest in five equal increments, if, in each case and during a performance period beginning on December 18, 2025, the average VWAP per share of OPXS common stock over a 30 consecutive trading day period equals or exceeds a specified price. F1 · derivative.exercise_date: Each performance share represents a contingent right to receive one share of OPXS common stock. The performance shares vest in five equal increments, if, in each case and during a performance period beginning on December 18, 2025, the average VWAP per share of OPXS common stock over a 30 consecutive trading day period equals or exceeds a specified price. Read SEC document |
| August 11, 2025 Filed Aug 19, 2025 16:06 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001641172-25-024833 · ownership.xml · nonDerivative · entry 1 George Chad Michael · CIK 0002082157 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| August 11, 2025 Filed Mar 13, 2026 16:05 UTC Amendment | Optex Systems Holdings Inc OPXS · Entity 7005 | Tax withholdingCommon Stock | 2,965 | $12.84 | $38,070.60 |
DisclosureSEC source: 0001493152-26-010050 · ownership.xml · nonDerivative · entry 2 George Chad Michael · CIK 0002082157 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,035 F1 · shares: This amendment is being filed to reflect that 2,965 of the 10,000 shares of common stock originally reported as granted to the reporting person were withheld on the transaction date reported to satisfy tax withholding obligations. As a result, a new row has been added to include transaction Code F, indicating the shares withheld for tax purposes. The reporting person's beneficial ownership in column 5 has been updated accordingly. Read SEC document |
| August 11, 2025 Filed Mar 13, 2026 16:05 UTC Amendment | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001493152-26-010050 · ownership.xml · nonDerivative · entry 1 George Chad Michael · CIK 0002082157 · Director · CEO and President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.