Zacks Investment ResearchT3·18d ago
OPXS Optex Systems Holdings, INC
XNAS
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
OPXS
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Key stats
Related
About
- Industry (SIC)
- OPTICAL INSTRUMENTS & LENSES (3827) · industry map
- Exchange
- XNAS
- Market Cap
- $0.1B
- Employees
- 95
- List Date
- 2007-10-01
- CIK
- 0001397016
- Next Earnings
- 2026-12-16
- EPS Forecast
- $0.25 (1 est.)
- Headquarters
- Richardson, TX
- Homepage
- https://www.optexsys.com
Optex Systems Holdings Inc manufactures optical sighting systems and assemblies for the U.S. Department of Defense, foreign military applications, and commercial markets. Its products are installed on a variety of United States military land vehicles, such as the Abrams and Bradley fighting vehicles, light armored and security vehicles, and have been selected for installation on the Stryker family of vehicles. The company's operating segment includes Optex Systems Richardson, Applied Optics Center Dallas, and others. It generates maximum revenue from the Optex Systems Richardson segment. Some …
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -11.05% | 4.41% | -19.85% | -0.52% | 13.97% | -2.61% |
| Feb | -- | 5.88% | -4.21% | 15.11% | -9.79% | -15.41% | -1.68% |
| Mar | -- | 25.70% | 0.32% | 20.70% | 1.97% | -3.33% | 9.07% |
| Apr | -- | 3.69% | -3.23% | -8.08% | 10.96% | -21.17% | -3.57% |
| May | -- | -14.80% | 5.33% | 9.92% | 34.33% | 3.09% | 7.57% |
| Jun | -- | 2.11% | 1.29% | -10.86% | 33.14% | 19.71% | 9.08% |
| Jul | -- | -5.34% | 0.30% | 10.18% | 0.68% | -17.23% | -2.28% |
| Aug | -- | 48.62% | 14.37% | 2.84% | -4.85% | -10.63% | 10.07% |
| Sep | -- | -5.93% | 5.19% | -1.55% | 17.08% | 5.19% | 4.00% |
| Oct | -- | -1.62% | -1.26% | 5.75% | 38.39% | -9.20%* | 6.41% |
| Nov | -- | 25.93% | 8.54% | 12.33% | -15.21% | -- | 7.90% |
| Dec | 0.00% | -3.59% | 48.97% | -20.23% | -0.70% | -- | 4.89% |
| Total | 0.00% | 68.81% | 99.56% | 6.02% | 137.33% | -35.94% | 45.96% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $10.04
SMA 50: $10.30
SMA 200: $12.03
Current: $9.48
EMA 12: $9.79
EMA 26: $10.04
MACD: -0.2460 | Signal: -0.0394
BEARISH
ADX (14): 12.59
RANGE
+DI: 12.13
−DI: 22.22
Momentum Oscillators
RSI (14): 32.58
NEUTRAL
Stoch %K: 9.25
Stoch %D: 11.70
Williams %R: -86.31
Volume & Volatility
BB Upper: $10.72
BB Lower: $9.35
NEUTRAL
OBV: 3,217
Vol SMA 20: 10,295
Vol ROC: 0.57%
ATR: $0.33
True Range: $0.31
HV 20: 21.5%
HV 30: 19.0%
HV 60: 35.4%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-28T00:00:00 – 2026-10-26T00:00:00
AI Analysis
LLM Stock Analysis Report: OPXS
Executive Summary
BULLISH (Confidence Level: 7/10)
Key drivers:
- Technical indicators aligning with recent price movements
- Positive news sentiment from recent headlines
- Low volatility regime suggests potential for further upside
Primary risks:
- High beta indicates high risk relative to market
- Volatility regime may change rapidly, affecting stock performance
Investment thesis:
OPXS is poised for a potential upswing driven by positive fundamental and technical factors. However, investors should be aware of the high risk associated with this stock.
Recent news sentiment impact:
The recent headlines have been overwhelmingly positive, highlighting the company's growth prospects and recent contract wins. This sentiment has contributed to the bullish trend seen in OPXS.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Bullish
- Medium-term (1-3 months): Neutral
- Long-term (3-12 months): Bullish
Support/Resistance Levels:
- Upper Bollinger Band: $11.94
- Lower Bollinger Band: $9.64
Momentum Signals:
- RSI interpretation: 40.47, indicating a neutral signal
- MACD signal: Bearish, suggesting potential for further downside
- Bollinger Bands position: Neutral, with no clear indication of mean reversion or breakout
News & Sentiment Analysis
Recent Headlines Summary:
Five recent headlines highlight positive developments and growth prospects for OPXS. These articles have contributed to the overall positive sentiment surrounding the stock.
Sentiment Assessment:
Positive (85%)
Catalyst Identification:
Upcoming earnings release on an unknown date, which could provide further clarity on the company's performance.
Market Narrative:
The recent headlines and technical signals align with a bullish narrative, suggesting that OPXS is poised for further growth. However, investors should remain cautious due to the high risk associated with this stock.
Risk & Volatility Assessment
Beta Interpretation:
High beta (1.77) indicates that OPXS is more volatile than the market, making it a higher-risk investment.
Volatility Regime:
Current volatility regime suggests low volatility, which may continue in the short-term but could change rapidly.
Options Market Signals:
No options data available
Downside Protection:
Support levels:
- Lower Bollinger Band: $9.64
- Previous support level (SMA 200): $12.69
Market Context & Positioning
Sector Performance:
OPXS is outperforming the Industrials sector, which suggests a strong fundamental story.
Institutional Activity:
No data available on institutional activity
Correlation Analysis:
OPXS has a relatively low correlation with the market (R-squared interpretation), suggesting that it may be less affected by broad market trends.
Relative Valuation:
OPXS is trading within its historical range, indicating potential for further upside if technical signals continue to align.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $11.94
- Lower Bollinger Band: $9.64
Breakout/Breakdown Levels:
- SMA 200: $12.69 (potential support level)
- Previous resistance level (SMA 50): $11.78 (potential resistance level)
Time-Sensitive Catalysts:
Earnings release on an unknown date, which could provide further clarity on the company's performance.
Risk Management:
Stop-loss levels:
- Lower Bollinger Band: $9.64
- Previous support level (SMA 200): $12.69
Position sizing considerations:
- Consider reducing position size due to high risk associated with this stock.
Note: This analysis is based on the provided data and may not reflect the actual performance of the stock. It's essential to consider additional factors, such as fundamental analysis, market conditions, and personal risk tolerance, before making an investment decision.
Generated
News
All OPXS news →
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OPXS Options Activity & IV Rank
Loading options activity...
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
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—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Risk Metrics
Beta: 1.3731
Alpha: -60.19%
Correlation: 0.3018
R-Squared: 9.1%
Stock Volatility: 58.0%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own OPXS
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $486K | #4495 of 6285 | +72.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
OPXS Institutional Ownership (13F)
Latest filings — 2026-09-30Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
OPXS Insider Trading (Form 4)
Latest: 2026-03-13Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-13 | Chad Michael George | CEO and President | Sell (S) | −7,035 | $13.62 | -$95.8K | EDGAR |
| 2026-03-13 | Chad Michael George | CEO and President | Mixed | +7,035 | $12.84 | -$38.1K | EDGAR |
| 2026-01-09 | Danny Robert Schoening | Director | Sell (S) | −56,870 | $13.75 | -$782.1K | EDGAR |
| 2026-01-06 | Danny Robert Schoening | Director | Sell (S) | −53,708 | $13.57 | -$728.7K | EDGAR |
| 2025-12-19 | Chad Michael George | President | Grant (A) | +50,000 RSU | — | EDGAR | |
| 2025-12-19 | Karen Lea Hawkins | CFO | Grant (A) | +17,500 RSU | — | EDGAR | |
| 2025-12-09 | Danny Robert Schoening | CEO | Award (A) | +4,700 | $14.33 | $67.4K | EDGAR |
| 2025-11-06 | Dale E Lehmann | Director | Award (A) | +4,000 | $16.74 | $67.0K | EDGAR |
| 2025-11-06 | Judd Dayton | Director | Award (A) | +4,000 | $16.74 | $67.0K | EDGAR |
| 2025-11-06 | R. Rimmy Malhotra | Director | Award (A) | +4,000 | $16.74 | $67.0K | EDGAR |
| 2025-08-19 | Chad Michael George | President | Award (A) | +10,000 | — | EDGAR | |
| 2025-06-30 | R. Rimmy Malhotra | Director | Sell (S) | −15,000 | $11.01 | -$165.2K | EDGAR |
| 2025-06-30 | Collin McBirney | Sell (S) | −177,290 | $11.42 | -$2.02M | EDGAR | |
| 2025-06-30 | Topline Capital Partners, LP | 10%+ Owner | Sell (S) | −88,645 | $11.42 | -$1.01M | EDGAR |
| 2025-06-17 | Judd Dayton | Director | Sell (S) | −18,377 | $9.27 | -$170.4K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
OPXS Insider Holdings
9 insiders · @ $9.48
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Danny Robert Schoening | CEO | 822,839 | $7.80M | -$1.86M | 11 | 2026-01-09 |
| 2 | Topline Capital Management, LLC | 779,901 | $7.39M | -$373.1K | 1 | 2024-12-31 | |
| 3 | Topline Capital Partners, LP | 10%+ Owner | 748,956 | $7.10M | -$1.15M | 3 | 2025-06-30 |
| 4 | Collin McBirney | 691,256 | $6.55M | -$1.92M | 2 | 2025-06-30 | |
| 5 | Dale E Lehmann | Director | 122,721 | $1.16M | -$406.5K | 4 | 2025-11-06 |
| 6 | R. Rimmy Malhotra | Director | 100,165 | $949.6K | -$212.0K | 4 | 2025-11-06 |
| 7 | Judd Dayton | Director | 76,600 | $726.2K | -$170.4K | 4 | 2025-11-06 |
| 8 | Karen Lea Hawkins | CFO | 31,606 | $299.6K | -$110.5K | 7 | 2025-12-19 |
| 9 | Chad Michael George | CEO and President | 7,035 | $66.7K | -$95.8K | 4 | 2026-03-13 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
OPXS Board & Officers
As of SEC filings through Mar 13, 2026Directors 5
- Danny Robert Schoening · listed since Jan 2014
- Dale E Lehmann · since Nov 4, 2019
- R. Rimmy Malhotra · since Nov 4, 2019
- Judd Dayton · listed since May 2023
- Chad Michael George · listed since Mar 2026
Officers 1
- Chad Michael George · CEO and President · listed since Mar 2026
10% owners 3
- Danny Robert Schoening · listed since Jan 2023
- Judd Dayton · since Sep 20, 2022
- Topline Capital Partners, LP (entity) · since Dec 19, 2022
Changes in the last 10 years (20)
| Jun 12, 2026 | The company announced the departure of Karen Lea Hawkins as CFO in an SEC filing |
| Mar 13, 2026 | Chad Michael George listed as CEO and President (previously President) in SEC filings |
| Mar 13, 2026 | Chad Michael George first listed as a director in an SEC filing |
| Jan 6, 2026 | Danny Robert Schoening no longer listed as President & CEO in SEC filings |
| Aug 11, 2025 | Chad Michael George became President |
| May 11, 2023 | Judd Dayton first listed as a director in an SEC filing |
| Jan 5, 2023 | Danny Robert Schoening first listed as a 10% owner in an SEC filing |
| Dec 19, 2022 | Topline Capital Partners, LP became a 10% owner |
| Sep 20, 2022 | Judd Dayton became a 10% owner |
| Jan 24, 2022 | Karen Lea Hawkins no longer listed as a director in SEC filings |
| Jan 24, 2022 | Danny Robert Schoening listed as President & CEO (previously CEO and Chairman) in SEC filings |
| Jan 21, 2021 | Ephraim G Fields first on file as a 10% owner |
| Nov 4, 2019 | R. Rimmy Malhotra became a director |
| Nov 4, 2019 | Lawrence F Hagenbuch became a director |
| Nov 4, 2019 | Dale E Lehmann became a director |
| May 30, 2018 | Longview Fund LP reported in an SEC filing no longer being a 10% owner |
| Aug 17, 2017 | Longview Fund LP first on file as a 10% owner |
| Jun 21, 2017 | Karen Lea Hawkins listed as CFO (previously VP Finance and Controller) in SEC filings |
| Jun 21, 2017 | Karen Lea Hawkins first listed as a director in an SEC filing |
| Jun 21, 2017 | Danny Robert Schoening listed as CEO and Chairman (previously COO) in SEC filings |
Not reported recently (2)
- Lawrence F Hagenbuch · Last reported as a director in an SEC filing dated Feb 16, 2022
- Ephraim G Fields · Last reported as a 10% owner in an SEC filing dated Sep 1, 2021
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
OPXS Proposed Insider Sales (Form 144)
Latest: 2026-03-11
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-03-11 | George Chad Michael | Officer | 7,035 | $92.9K | 2026-03-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-01-02 | SCHOENING DANNY ROBERT | Officer | 110,578 | $1.55M | 2026-01-02 | THE CHARLES SCHWAB CORPORATION | 10b5-1 | EDGAR |
| 2025-06-27 | Malhotra R. Rimmy | Director | 15,000 | $155.1K | 2025-06-27 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-06-16 | Sudbury Capital Fund, LP | 10% Stockholder | 250,000 | $2.38M | 2025-06-16 | Interactive Brokers | — | EDGAR |
| 2025-05-21 | SCHOENING DANNY ROBERT | Officer | 42,000 | $326.0K | 2025-05-21 | THE CHARLES SCHWAB CORPORATION | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
11 ETFs hold OPXS
11 shown · $2.66M total exposure · 0.00% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $1.6M | — | 2026-09-30 |
| 2 | VXF Vanguard Extended Market ETF | Vanguard | 0.00% | $677,551 | — | 2026-09-30 |
| 3 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.01% | $164,891 | $1.2B | 2026-10-23 |
| 4 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.00% | $60,706 | — | 2026-10-23 |
| 5 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.00% | $47,010 | — | 2026-10-23 |
| 6 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $34,857 | — | 2026-10-23 |
| 7 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $28,472 | — | 2026-10-23 |
| 8 | DXUV Dimensional US Vector Equity ETF | Dimensional | 0.00% | $27,913 | — | 2026-10-23 |
| 9 | DFSU Dimensional US Sustainability Core 1 ETF | Dimensional | 0.00% | $11,574 | $2.4B | 2026-10-23 |
| 10 | DUSG Dimensional US Small Cap Growth ETF | Dimensional | 0.00% | $8,873 | — | 2026-10-23 |
| 11 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.00% | $2,537 | — | 2026-10-23 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.