Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Optex Systems Holdings IncOPXS · Entity 7005 | Director | November 04, 2025 | November 07, 2025 |
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 November 04, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 122,721 |
Reported balance
After 2025-11-04 transaction · row 1
1 source rowRow 1 · 2025-11-04 · Grant · Acquired 4,000 · Balance 122,721 F1: 100% vesting on January 1, 2027. The NASDAQ closing price per share of common stock on the date of grant was $16.74. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% vesting on January 1, 2027. The NASDAQ closing price per share of common stock on the date of grant was $16.74.
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 |
|---|---|---|---|---|---|---|
| November 04, 2025 Filed Nov 7, 2025 02:22 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantCOMMON STOCK | 4,000 | $16.74 | $66,960.00 |
DisclosureSEC source: 0001493152-25-021136 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,721 F1 · shares: 100% vesting on January 1, 2027. The NASDAQ closing price per share of common stock on the date of grant was $16.74. F1 · price: 100% vesting on January 1, 2027. The NASDAQ closing price per share of common stock on the date of grant was $16.74. Read SEC document |
| June 06, 2025 Filed Jun 9, 2025 20:05 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | SaleCOMMON STOCK | 18,000 | $9.20 | $165,600.00 |
DisclosureSEC source: 0001641172-25-014298 · ownership.xml · nonDerivative · entry 2 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,721 Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:05 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | SaleCOMMON STOCK | 7,537 | $9.47 | $71,375.39 |
DisclosureSEC source: 0001641172-25-014298 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,721 Read SEC document |
| March 07, 2025 Filed Mar 12, 2025 10:10 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | SaleCOMMON STOCK | 30,000 | $5.65 | $169,500.00 |
DisclosureSEC source: 0001493152-25-009912 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,258 Read SEC document |
| November 05, 2024 Filed Nov 7, 2024 22:38 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantCOMMON STOCK | 7,600 | $8.10 | $61,560.00 |
DisclosureSEC source: 0001493152-24-044095 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,258 F1 · shares: 100% vesting on January 1, 2026. The NASDAQ closing price per share of common stock on the date of grant was $8.10. F1 · price: 100% vesting on January 1, 2026. The NASDAQ closing price per share of common stock on the date of grant was $8.10. Read SEC document |
| September 14, 2021 Filed Sep 16, 2021 00:16 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 500 | $1.75 | $875.00 |
DisclosureSEC source: 0001493152-21-022849 · ownership.xml · nonDerivative · entry 2 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,558 Read SEC document |
| September 09, 2021 Filed Sep 16, 2021 00:16 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 4,500 | $1.71 | $7,677.00 |
DisclosureSEC source: 0001493152-21-022849 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,058 Read SEC document |
| August 26, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 100 | $1.48 | $147.50 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 6 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,658 Read SEC document |
| August 26, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 400 | $1.48 | $592.00 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 5 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,558 Read SEC document |
| August 26, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 2,000 | $1.50 | $3,000.00 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 4 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,158 Read SEC document |
| August 25, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 3 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,158 Read SEC document |
| August 23, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 9,858 | $1.50 | $14,787.00 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 2 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,158 Read SEC document |
| August 20, 2021 Filed Sep 2, 2021 16:25 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | PurchaseCommon Stock | 800 | $1.55 | $1,240.00 |
DisclosureSEC source: 0001493152-21-021848 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,300 Read SEC document |
| April 30, 2020 Filed May 5, 2020 16:14 UTC | Optex Systems Holdings Inc OPXS · Entity 7005 | GrantCommon Stock | 100,000 | $1.75 | $175,000.00 |
DisclosureSEC source: 0001493152-20-007705 · ownership.xml · nonDerivative · entry 1 Lehmann Dale E · CIK 0001793666 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,000 F1 · shares: Restricted stock grant vesting in five equal amounts of 20,000 shares on each of January 1, 2021, January 1, 2022, January 1, 2023, January 1, 2024 and January 1, 2025. 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.