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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
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Aug 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
August 02, 2024 Filed Aug 5, 2024 17:22 UTC
McCarthy Brian ClarkChief Revenue Officer
GrantStock Option · Derivative 18,677 $0.00 Strike: $10.49 $0.00
Disclosure

SEC source: 0001628280-24-034830 · wk-form4_1722892955.xml · derivative · entry 1

McCarthy Brian Clark · CIK 0002031237 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,677

Underlying: Common Stock · 18,677 shares

Expires 2027-08-02

F1 · derivative.exercise_date: The Stock Option will vest 1/3 at the end of each anniversary from issuance.

Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:47 UTC
KLEMA CATHYDirector
GrantCommon Stock 6,643 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027710 · wk-form4_1718142449.xml · nonDerivative · entry 1

KLEMA CATHY · CIK 0001181157 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,643

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 full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders.

Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:50 UTC GrantCommon Stock 13,286 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027716 · wk-form4_1718142621.xml · nonDerivative · entry 2

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,467

F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders.

Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:49 UTC GrantCommon Stock 13,286 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027715 · wk-form4_1718142583.xml · nonDerivative · entry 2

Vos Ellen O'Connor · CIK 0001534357 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,774

F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders.

Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:48 UTC GrantCommon Stock 13,286 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · nonDerivative · entry 2

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,315

F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders.

Read SEC document
June 07, 2024 Filed Jun 11, 2024 21:46 UTC GrantCommon Stock 13,286 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · nonDerivative · entry 2

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,044

F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:50 UTC Exercise / conversionRestricted Stock Units · Derivative 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027716 · wk-form4_1718142621.xml · derivative · entry 3

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,061 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 June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:50 UTC Exercise / conversionCommon Stock 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027716 · wk-form4_1718142621.xml · nonDerivative · entry 1

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,181

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
June 05, 2024 Filed Jun 11, 2024 21:49 UTC Exercise / conversionRestricted Stock Units · Derivative 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027715 · wk-form4_1718142583.xml · derivative · entry 3

Vos Ellen O'Connor · CIK 0001534357 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,061 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 June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:49 UTC Exercise / conversionCommon Stock 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027715 · wk-form4_1718142583.xml · nonDerivative · entry 1

Vos Ellen O'Connor · CIK 0001534357 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,488

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
June 05, 2024 Filed Jun 11, 2024 21:48 UTC Exercise / conversionRestricted Stock Units · Derivative 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · derivative · entry 3

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,061 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 June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:48 UTC Exercise / conversionCommon Stock 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027714 · wk-form4_1718142520.xml · nonDerivative · entry 1

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,029

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
June 05, 2024 Filed Jun 11, 2024 21:48 UTC
HALAS GUS DDirector
Exercise / conversionRestricted Stock Units · Derivative 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027712 · wk-form4_1718142490.xml · derivative · entry 2

HALAS GUS D · CIK 0001230322 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,061 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.

F2 · derivative.exercise_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

F2 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:48 UTC
HALAS GUS DDirector
Exercise / conversionCommon Stock 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027712 · wk-form4_1718142490.xml · nonDerivative · entry 1

HALAS GUS D · CIK 0001230322 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,926

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
June 05, 2024 Filed Jun 11, 2024 21:46 UTC Exercise / conversionRestricted Stock Units · Derivative 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · derivative · entry 3

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,061 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 June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024.

Read SEC document
June 05, 2024 Filed Jun 11, 2024 21:46 UTC Exercise / conversionCommon Stock 10,061 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · nonDerivative · entry 1

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,758

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
May 02, 2024 Filed May 7, 2024 01:35 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 90,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-020821 · wk-form4_1715045740.xml · derivative · entry 3

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 90,000 shares

Expires 2024-05-02

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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

F3 · derivative.exercise_date: The restricted stock units cliff vested in full on May 2, 2024, the fifth anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units cliff vested in full on May 2, 2024, the fifth anniversary of the grant date.

Read SEC document
May 02, 2024 Filed May 7, 2024 01:35 UTC
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 35,415 $10.70 $378,940.50
Disclosure

SEC source: 0001628280-24-020821 · wk-form4_1715045740.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,846

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
May 02, 2024 Filed May 7, 2024 01:35 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 90,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-020821 · wk-form4_1715045740.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,261

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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

Read SEC document
April 18, 2024 Filed Jun 12, 2024 15:41 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 28,895 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027755 · wk-form4_1718206887.xml · derivative · entry 3

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,790

Underlying: Common · 28,895 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.

F4 · derivative.exercise_date: On April 18, 2023, the Reporting Person was granted 86,685 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F4 · derivative.expiration_date: On April 18, 2023, the Reporting Person was granted 86,685 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

Read SEC document
April 18, 2024 Filed Jun 12, 2024 15:41 UTC
FEBBO WILLIAM JDirector · CEO
Tax withholdingCommon Stock 782 $9.35 $7,311.70
Disclosure

SEC source: 0001628280-24-027755 · wk-form4_1718206887.xml · nonDerivative · entry 2

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 581,253

F3 · 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
April 18, 2024 Filed Jun 12, 2024 15:41 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionCommon Stock 28,895 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-027755 · wk-form4_1718206887.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 582,035

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.

F2 · balance_after: The Reporting Person's prior holdings were previously inadvertently overstated by four shares.

Read SEC document
April 15, 2024 Filed Apr 17, 2024 21:22 UTC
FEBBO WILLIAM JDirector · CEO
GrantCommon Stock 60,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-016621 · wk-form4_1713388959.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 538,144

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 April 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
March 15, 2024 Filed Apr 24, 2024 14:04 UTC
Silvestro Stephen LChief Commercial Officer
GrantCommon Stock 7,750 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-017545 · wk-form4_1713967450.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,706

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 full on February 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 21:19 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 771

Underlying: Common Stock · 771 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 March 1, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 21:19 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 268 $15.95 $4,274.60
Disclosure

SEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,231

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
March 01, 2024 Filed Mar 6, 2024 21:19 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,499

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
March 01, 2024 Filed Mar 6, 2024 21:20 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-009407 · wk-form4_1709760003.xml · derivative · entry 3

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,928

Underlying: Common Stock · 1,927 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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date.

Read SEC document
March 01, 2024 Filed Mar 6, 2024 21:20 UTC
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 668 $15.95 $10,654.60
Disclosure

SEC source: 0001628280-24-009407 · wk-form4_1709760003.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,956

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
March 01, 2024 Filed Mar 6, 2024 21:20 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 1,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-009407 · wk-form4_1709760003.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,624

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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

Read SEC document
March 01, 2024 Filed May 7, 2024 01:34 UTC Amendment
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 572 $15.95 $9,123.40
Disclosure

SEC source: 0001628280-24-020819 · wk-form4a_1715045619.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,261

F3 · 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. The original Form 4 filed by the Reporting Person reporting this transaction overstated the number of shares withheld by the Issuer.

Read SEC document
March 01, 2024 Filed May 7, 2024 01:34 UTC Amendment
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 1,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-020819 · wk-form4a_1715045619.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,833

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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

F2 · balance_after: A prior Form 4 filed by the Reporting Person failed to carry-forward previously owned shares, resulting in an understatement of the shares beneficially owned by the Reporting Person. The total amount beneficially owned has been adjusted to correct such inadvertent understatement.

Read SEC document
February 15, 2024 Filed Apr 24, 2024 10:18 UTC
Besch DougChief Product Officer
GrantCommon Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-017551 · wk-form4_1713968321.xml · nonDerivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,848

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 full on February 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
February 15, 2024 Filed Apr 24, 2024 14:17 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantCommon Stock 4,267 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-017550 · wk-form4_1713968255.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,498

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 full on February 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
February 15, 2024 Filed Apr 24, 2024 14:16 UTC GrantCommon Stock 7,083 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-017549 · wk-form4_1713968169.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,765

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 full on February 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
February 15, 2024 Filed Apr 24, 2024 14:20 UTC
FEBBO WILLIAM JDirector · CEO
GrantCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-017552 · wk-form4_1713968401.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 553,144

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 full on February 15, 2025, which is the first anniversary of the date of grant.

Read SEC document
February 15, 2024 Filed May 7, 2024 01:32 UTC Amendment
Silvestro Stephen LChief Commercial Officer
GrantCommon Stock 7,750 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-020817 · wk-form4a_1715045531.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,906

F1 · date: This Form 4 as originally filed reported in Table 1 a grant of Common Stock on March 15, 2024. However, this transaction occurred on February 15, 2024.

F2 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in full on February 15, 2025, which is the first anniversary of the date of grant.

F3 · balance_after: A prior Form 4 filed by the Reporting Person failed to carry-forward previously owned shares, resulting in an understatement of the shares beneficially owned by the Reporting Person. The total amount beneficially owned has been adjusted to correct such inadvertent understatement.

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February 15, 2024 Filed Dec 27, 2024 21:38 UTC Amendment GrantCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-052517 · wk-form4a_1735335531.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,365

F1 · balance_after: On April 24, 2024, the reporting person filed a Form 4 (the "Original Form 4") which inadvertently understated in column 5 the number of shares directly owned by the reporting person following the reported transaction. This inadvertent understatement has been corrected in this amended filing. This understatement also affected the holdings reported in subsequently filed Forms 4, but will be corrected in any Forms 4 filed after the date of this amended filing.

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February 11, 2024 Filed Feb 13, 2024 23:16 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,000

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.

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February 11, 2024 Filed Feb 13, 2024 23:16 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 1,386 $15.39 $21,330.54
Disclosure

SEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,728

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.

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February 11, 2024 Filed Feb 13, 2024 23:16 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,114

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.

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February 02, 2024 Filed Feb 7, 2024 00:53 UTC
KLEMA CATHYDirector
GrantRestricted Stock Units · Derivative 5,109 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-003584 · wk-form4_1707267174.xml · derivative · entry 1

KLEMA CATHY · CIK 0001181157 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,109

Underlying: Common Stock · 5,109 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock.

F2 · derivative.exercise_date: The restricted stock units will vest in full on the first anniversary of the date of grant.

F2 · derivative.expiration_date: The restricted stock units will vest in full on the first anniversary of the date of grant.

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January 09, 2024 Filed Jan 11, 2024 22:06 UTC
Odence-Ford MarionGeneral Counsel and CCO
SaleCommon Stock 4,000 $15.19 $60,750.80
Disclosure

SEC source: 0001628280-24-001190 · wk-form4_1705010757.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,114

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.01 to $15.41. 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.

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January 09, 2024 Filed Jan 18, 2024 22:56 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 9,628 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-001718 · wk-form4_1705618557.xml · derivative · entry 3

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,628 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 January 7, 2021, the reporting person was granted 28,883 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

F3 · derivative.expiration_date: On January 7, 2021, the reporting person was granted 28,883 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date.

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January 09, 2024 Filed Jan 18, 2024 22:56 UTC
FEBBO WILLIAM JDirector · CEO
Tax withholdingCommon Stock 2,884 $13.25 $38,213.00
Disclosure

SEC source: 0001628280-24-001718 · wk-form4_1705618557.xml · nonDerivative · entry 2

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 478,144

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.

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January 09, 2024 Filed Jan 18, 2024 22:56 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionCommon Stock 9,628 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-001718 · wk-form4_1705618557.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 481,028

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, 2023 Filed Feb 21, 2024 18:25 UTC
Besch DougChief Product Officer
GrantRestricted Stock Units · Derivative 5,892 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-006021 · wk-form4_1708557934.xml · derivative · entry 2

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,892

Underlying: Common Stock · 5,892 shares

Expires 2026-12-19

F2 · 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.

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December 19, 2023 Filed Feb 21, 2024 18:25 UTC
Besch DougChief Product Officer
GrantStock Option · Derivative 5,892 $0.00 Strike: $12.73 $0.00
Disclosure

SEC source: 0001628280-24-006021 · wk-form4_1708557934.xml · derivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,892

Underlying: Common Stock · 5,892 shares

Expires 2026-12-19

F1 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

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December 19, 2023 Filed Feb 21, 2024 23:23 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantRestricted Stock Units · Derivative 11,783 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-006019 · wk-form4_1708557790.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,783

Underlying: Common Stock · 11,783 shares

Expires 2026-12-19

F2 · 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 19, 2024, the first anniversary of the grant date.

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December 19, 2023 Filed Feb 21, 2024 23:23 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantStock Option · Derivative 11,783 $0.00 Strike: $12.73 $0.00
Disclosure

SEC source: 0001628280-24-006019 · wk-form4_1708557790.xml · derivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,783

Underlying: Common Stock · 11,783 shares

Expires 2026-12-19

F1 · derivative.exercise_date: The stock options vest in three equal annual installments beginning October 19, 2024, the first anniversary of the grant date.

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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.