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Nasdaq · USD

OPRX

OptimizeRx Corp

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Tapewire entity
213
SEC CIK
0001448431
Parsed reports
380

Last 12 months

Inside the activity.

0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 15, 2025 Filed Feb 20, 2025 18:40 UTC Tax withholdingCommon Stock 2,156 $6.64 $14,315.84
Disclosure

SEC source: 0001628280-25-006691 · wk-form4_1740076800.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,139

F1 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
February 14, 2025 Filed Feb 20, 2025 18:40 UTC
FEBBO WILLIAM JDirector · CEO
Tax withholdingCommon Stock 401 $6.64 $2,662.64
Disclosure

SEC source: 0001628280-25-006692 · wk-form4_1740076821.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 600,852

F1 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 20:58 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · derivative · entry 3

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,000

Underlying: Common Stock · 4,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 20:58 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 1,386 $5.60 $7,761.60
Disclosure

SEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · nonDerivative · entry 2

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,252

F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
February 11, 2025 Filed Feb 13, 2025 20:58 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 4,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · nonDerivative · entry 1

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,638

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 02, 2025 Filed Feb 4, 2025 23:50 UTC
KLEMA CATHYDirector
Exercise / conversionRestricted Stock Units · Derivative 5,109 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-003855 · wk-form4_1738713024.xml · derivative · entry 2

KLEMA CATHY · CIK 0001181157 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,109 shares

Expires 2025-02-02

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: The restricted stock units vested in full on February 2, 2025, the first anniversary of the date of grant.

F2 · derivative.expiration_date: The restricted stock units vested in full on February 2, 2025, the first anniversary of the date of grant.

Read SEC document
February 02, 2025 Filed Feb 4, 2025 23:50 UTC
KLEMA CATHYDirector
Exercise / conversionCommon Stock 5,109 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-003855 · wk-form4_1738713024.xml · nonDerivative · entry 1

KLEMA CATHY · CIK 0001181157 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,752

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 14:08 UTC
Besch DougChief Product Officer
GrantStock Option · Derivative 77,742 $0.00 Strike: $4.83 $0.00
Disclosure

SEC source: 0001628280-24-052485 · wk-form4_1735326482.xml · derivative · entry 2

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,742

Underlying: Common Stock · 77,742 shares

Expires 2027-12-23

F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 14:08 UTC
Besch DougChief Product Officer
GrantCommon Stock 41,408 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052485 · wk-form4_1735326482.xml · nonDerivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,991

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 19:08 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantStock Option · Derivative 77,742 $0.00 Strike: $4.83 $0.00
Disclosure

SEC source: 0001628280-24-052486 · wk-form4_1735326521.xml · derivative · entry 2

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,742

Underlying: Common Stock · 77,742 shares

Expires 2027-12-23

F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 19:08 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantCommon Stock 41,408 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052486 · wk-form4_1735326521.xml · nonDerivative · entry 1

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,638

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 22:00 UTC GrantStock Option · Derivative 77,742 $0.00 Strike: $4.83 $0.00
Disclosure

SEC source: 0001628280-24-052522 · wk-form4_1735336822.xml · derivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,742

Underlying: Common Stock · 77,742 shares

Expires 2027-12-23

F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 22:00 UTC GrantCommon Stock 41,408 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052522 · wk-form4_1735336822.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,295

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 20:18 UTC
Silvestro Stephen LChief Commercial Officer
GrantStock Option · Derivative 77,742 $0.00 Strike: $4.83 $0.00
Disclosure

SEC source: 0001628280-24-052490 · wk-form4_1735330727.xml · derivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,742

Underlying: Common Stock · 77,742 shares

Expires 2027-12-23

F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 20:18 UTC
Silvestro Stephen LChief Commercial Officer
GrantCommon Stock 41,408 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052490 · wk-form4_1735330727.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 122,256

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 19:09 UTC
Greco TheresaChief Commercial Officer
GrantStock Option · Derivative 29,153 $0.00 Strike: $4.83 $0.00
Disclosure

SEC source: 0001628280-24-052487 · wk-form4_1735326554.xml · derivative · entry 2

Greco Theresa · CIK 0001998771 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,153

Underlying: Common Stock · 29,153 shares

Expires 2027-12-23

F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date.

Read SEC document
December 23, 2024 Filed Dec 27, 2024 19:09 UTC
Greco TheresaChief Commercial Officer
GrantCommon Stock 15,528 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052487 · wk-form4_1735326554.xml · nonDerivative · entry 1

Greco Theresa · CIK 0001998771 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,873

F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant.

Read SEC document
December 20, 2024 Filed Dec 21, 2024 00:48 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 1,153 $4.75 $5,476.75
Disclosure

SEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · nonDerivative · entry 2

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,230

F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 19, 2024 Filed Dec 20, 2024 19:47 UTC
Besch DougChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 1,964 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · derivative · entry 3

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,928

Underlying: Common Stock · 1,964 shares

Expires 2026-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

Read SEC document
December 19, 2024 Filed Dec 20, 2024 19:47 UTC
Besch DougChief Product Officer
Tax withholdingCommon Stock 577 $4.75 $2,740.75
Disclosure

SEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · nonDerivative · entry 2

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,583

F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 19, 2024 Filed Dec 20, 2024 19:47 UTC
Besch DougChief Product Officer
Exercise / conversionCommon Stock 1,964 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · nonDerivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,160

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:48 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 3,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · derivative · entry 3

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,856

Underlying: Common Stock · 3,927 shares

Expires 2026-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:48 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 3,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · nonDerivative · entry 1

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,383

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:47 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,546 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052286 · wk-form4_1734742056.xml · derivative · entry 3

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,093

Underlying: Common Stock · 6,546 shares

Expires 2026-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:47 UTC
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 2,576 $4.75 $12,236.00
Disclosure

SEC source: 0001628280-24-052286 · wk-form4_1734742056.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,848

F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:47 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 6,546 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052286 · wk-form4_1734742056.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,424

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:46 UTC Exercise / conversionRestricted Stock Units · Derivative 5,237 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · derivative · entry 3

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,474

Underlying: Common Stock · 5,237 shares

Expires 2026-12-19

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:46 UTC Tax withholdingCommon Stock 1,316 $4.75 $6,251.00
Disclosure

SEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · nonDerivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,287

F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
December 19, 2024 Filed Dec 21, 2024 00:46 UTC Exercise / conversionCommon Stock 5,237 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,603

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 19:28 UTC
FEBBO WILLIAM JDirector · CEO
PurchaseCommon Stock 20,000 $5.01 $100,220.00
Disclosure

SEC source: 0001628280-24-051352 · wk-form4_1734377313.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 601,253

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.01 to $5.05. The reporting person undertakes to provide to OptimizeRx Corporation, any security holder of OptimizeRx Corporation or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 14:37 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 1,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · derivative · entry 3

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,785 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 14:37 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 524 $6.27 $3,285.48
Disclosure

SEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · nonDerivative · entry 2

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,456

F2 · price: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
November 08, 2024 Filed Nov 12, 2024 14:37 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 1,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · nonDerivative · entry 1

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,980

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
November 01, 2024 Filed Nov 6, 2024 01:30 UTC
Greco TheresaChief Commercial Officer
Tax withholdingCommon Stock 1,693 $5.15 $8,718.95
Disclosure

SEC source: 0001628280-24-045424 · wk-form4_1730856605.xml · nonDerivative · entry 1

Greco Theresa · CIK 0001998771 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,345

F1 · shares: These shares were withheld by the Issuer upon the vesting of restricted stock units to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 11, 2024 Filed Oct 15, 2024 20:53 UTC Exercise / conversionRestricted Stock Units · Derivative 8,222 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · derivative · entry 3

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,222 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 11, 2022, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 11, 2022, the first anniversary of the grant date.

Read SEC document
October 11, 2024 Filed Oct 15, 2024 20:53 UTC Tax withholdingCommon Stock 2,066 $6.63 $13,697.58
Disclosure

SEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · nonDerivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,366

F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 11, 2024 Filed Oct 15, 2024 20:53 UTC Exercise / conversionCommon Stock 8,222 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,432

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 21:24 UTC
Besch DougChief Product Officer
Exercise / conversionRestricted Stock Units · Derivative 3,324 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · derivative · entry 3

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,325

Underlying: Common Stock · 3,324 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 21:24 UTC
Besch DougChief Product Officer
Tax withholdingCommon Stock 976 $7.83 $7,642.08
Disclosure

SEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · nonDerivative · entry 2

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,196

F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 03, 2024 Filed Oct 7, 2024 21:24 UTC
Besch DougChief Product Officer
Exercise / conversionCommon Stock 3,324 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · nonDerivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,172

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:26 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 6,649 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · derivative · entry 3

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,649

Underlying: Common Stock · 6,649 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:26 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 1,952 $7.83 $15,284.16
Disclosure

SEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · nonDerivative · entry 2

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,195

F2 · price: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:26 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 6,649 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · nonDerivative · entry 1

Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,147

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:30 UTC Exercise / conversionRestricted Stock Units · Derivative 16,622 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · derivative · entry 3

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,583

Underlying: Common Stock · 16,622 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:30 UTC Tax withholdingCommon Stock 4,177 $7.83 $32,705.91
Disclosure

SEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · nonDerivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,210

F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:30 UTC Exercise / conversionCommon Stock 16,622 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,387

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:24 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 6,649 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042475 · wk-form4_1728350678.xml · derivative · entry 3

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,649

Underlying: Common Stock · 6,649 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:24 UTC
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 2,617 $7.83 $20,491.11
Disclosure

SEC source: 0001628280-24-042475 · wk-form4_1728350678.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,878

F2 · price: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

Read SEC document
October 03, 2024 Filed Oct 8, 2024 01:24 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 6,649 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-042475 · wk-form4_1728350678.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,495

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
August 02, 2024 Filed Aug 5, 2024 17:22 UTC
McCarthy Brian ClarkChief Revenue Officer
GrantRestricted Stock Units · Derivative 9,533 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-034830 · wk-form4_1722892955.xml · derivative · entry 2

McCarthy Brian Clark · CIK 0002031237 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,533

Underlying: Common Stock · 9,533 shares

Expires 2027-08-02

F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx's common stock. The restricted stock units will vest 1/3 at the end of each anniversary from issuance. Any restricted stock unit that has not been earned and vested as of the third anniversary of the grant date will be forfeited. Vesting of the restricted stock units shall accelerate upon a qualifying termination.

F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx's common stock. The restricted stock units will vest 1/3 at the end of each anniversary from issuance. Any restricted stock unit that has not been earned and vested as of the third anniversary of the grant date will be forfeited. Vesting of the restricted stock units shall accelerate upon a qualifying termination.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.