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Nasdaq · USD

OPRX

OptimizeRx Corp

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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
March 01, 2023 Filed Mar 3, 2023 20:41 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,542

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, 2023 Filed Mar 3, 2023 20:41 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 268 $18.11 $4,853.48
Disclosure

SEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,156

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, 2023 Filed Mar 3, 2023 20:41 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,424

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
March 01, 2023 Filed Mar 3, 2023 20:40 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionRestricted Stock Units · Derivative 1,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006261 · wf-form4_167787601944224.xml · derivative · entry 3

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,855

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: 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, 2023 Filed Mar 3, 2023 20:40 UTC
Silvestro Stephen LChief Commercial Officer
Tax withholdingCommon Stock 668 $18.11 $12,097.48
Disclosure

SEC source: 0001628280-23-006261 · wf-form4_167787601944224.xml · nonDerivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,459

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, 2023 Filed Mar 3, 2023 20:40 UTC
Silvestro Stephen LChief Commercial Officer
Exercise / conversionCommon Stock 1,927 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006261 · wf-form4_167787601944224.xml · nonDerivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,127

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, 2023 Filed Mar 3, 2023 20:31 UTC
Inman ToddChief Technology Officer
Exercise / conversionRestricted Stock Units · Derivative 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006252 · wf-form4_167787549364146.xml · derivative · entry 3

Inman Todd · CIK 0001858241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,542

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, 2023 Filed Mar 3, 2023 20:31 UTC
Inman ToddChief Technology Officer
Tax withholdingCommon Stock 233 $18.11 $4,219.63
Disclosure

SEC source: 0001628280-23-006252 · wf-form4_167787549364146.xml · nonDerivative · entry 2

Inman Todd · CIK 0001858241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 538

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, 2023 Filed Mar 3, 2023 20:31 UTC
Inman ToddChief Technology Officer
Exercise / conversionCommon Stock 771 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-006252 · wf-form4_167787549364146.xml · nonDerivative · entry 1

Inman Todd · CIK 0001858241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 771

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 11, 2023 Filed Feb 14, 2023 16:32 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

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, 2023 Filed Feb 14, 2023 16:32 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 1,422 $17.34 $24,657.48
Disclosure

SEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,653

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, 2023 Filed Feb 14, 2023 16:32 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 4,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,075

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
January 07, 2023 Filed Jan 31, 2023 21:50 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionRestricted Stock Units · Derivative 9,628 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-001817 · wf-form4_167520183165358.xml · derivative · entry 2

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,628

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.

F2 · 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.

F2 · 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.

Read SEC document
January 07, 2023 Filed Jan 31, 2023 21:50 UTC
FEBBO WILLIAM JDirector · CEO
Exercise / conversionCommon Stock 9,628 Not disclosed Not disclosed
Disclosure

SEC source: 0001628280-23-001817 · wf-form4_167520183165358.xml · nonDerivative · entry 1

FEBBO WILLIAM J · CIK 0001413987 · Director · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 471,400

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 30, 2022 Filed Jan 4, 2023 21:10 UTC
HALAS GUS DDirector
Exercise / conversionRestricted Stock Units · Derivative 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000220 · wf-form4_167286656067394.xml · derivative · entry 2

HALAS GUS D · CIK 0001230322 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 334 restricted stock units which vested in full on December 30, 2022.

F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 334 restricted stock units which vested in full on December 30, 2022.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:10 UTC
HALAS GUS DDirector
Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000220 · wf-form4_167286656067394.xml · nonDerivative · entry 1

HALAS GUS D · CIK 0001230322 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,571

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 30, 2022 Filed Jan 4, 2023 21:06 UTC Exercise / conversionRestricted Stock Units · Derivative 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000213 · wf-form4_167286634698904.xml · derivative · entry 2

Vos Ellen O'Connor · CIK 0001534357 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:06 UTC Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000213 · wf-form4_167286634698904.xml · nonDerivative · entry 1

Vos Ellen O'Connor · CIK 0001534357 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,133

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 30, 2022 Filed Jan 4, 2023 21:07 UTC Exercise / conversionRestricted Stock Units · Derivative 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000216 · wf-form4_167286644104550.xml · derivative · entry 2

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:07 UTC Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000216 · wf-form4_167286644104550.xml · nonDerivative · entry 1

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,674

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 30, 2022 Filed Jan 4, 2023 21:04 UTC Exercise / conversionRestricted Stock Units · Derivative 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000211 · wf-form4_167286627832143.xml · derivative · entry 2

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:04 UTC Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000211 · wf-form4_167286627832143.xml · nonDerivative · entry 1

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,826

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 30, 2022 Filed Jan 4, 2023 21:04 UTC Exercise / conversionRestricted Stock Units · Derivative 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000210 · wf-form4_167286619186192.xml · derivative · entry 2

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022.

Read SEC document
December 30, 2022 Filed Jan 4, 2023 21:04 UTC Exercise / conversionCommon Stock 409 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-000210 · wf-form4_167286619186192.xml · nonDerivative · entry 1

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,403

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 08, 2022 Filed Nov 10, 2022 20:29 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionRestricted Stock Units · Derivative 1,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,570

Underlying: Common Stock · 1,785 shares

Expires 2024-11-08

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, 2022 Filed Nov 10, 2022 20:29 UTC
Odence-Ford MarionGeneral Counsel and CCO
Tax withholdingCommon Stock 710 $14.52 $10,309.20
Disclosure

SEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,075

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
November 08, 2022 Filed Nov 10, 2022 20:29 UTC
Odence-Ford MarionGeneral Counsel and CCO
Exercise / conversionCommon Stock 1,785 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,785

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 11, 2022 Filed Mar 30, 2023 16:19 UTC Exercise / conversionRestricted Stock Units · Derivative 8,221 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-009820 · wf-form4_168019316888239.xml · derivative · entry 3

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,443

Underlying: Common Stock · 8,221 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, 2022 Filed Mar 30, 2023 16:19 UTC Tax withholdingCommon Stock 6,539 $15.17 $99,196.63
Disclosure

SEC source: 0001628280-23-009820 · wf-form4_168019316888239.xml · nonDerivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,682

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, 2022 Filed Mar 30, 2023 16:19 UTC Exercise / conversionCommon Stock 8,221 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-009820 · wf-form4_168019316888239.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,221

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 11, 2022 Filed Oct 12, 2023 18:18 UTC Exercise / conversionRestricted Stock Units · Derivative 8,221 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-034277 · wk-form4_1697134700.xml · derivative · entry 4

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,443

Underlying: Common Stock · 8,221 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 10, 2022, the first anniversary of the grant date.

F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 10, 2022, the first anniversary of the grant date.

Read SEC document
October 11, 2022 Filed Oct 12, 2023 18:18 UTC Exercise / conversionCommon Stock 8,221 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-034277 · wk-form4_1697134700.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,448

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 11, 2022 Filed Apr 22, 2024 12:31 UTC Amendment Tax withholdingCommon Stock 3,539 $15.17 $53,686.63
Disclosure

SEC source: 0001628280-24-017021 · wk-form4a_1713789096.xml · nonDerivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,682

F1 · shares: On March 30, 2023, the reporting person filed a Form 4 which inadvertently overstated the number of shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. As reported in this amendment, the Issuer withheld 3,539 shares to satisfy the Reporting Person's tax withholding obligations (not 6,539 shares as previously reported). Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended.

F2 · balance_after: As a result of the overstatement of the shares withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations, the Reporting Person's holdings following the reported transaction were understated by the amount of such overstatement. This inadvertent understatement has been corrected in this amended filing. This understatement also affected subsequently filed Forms 4, but will be corrected in any Forms 4 filed after the date of this amended filing.

Read SEC document
October 03, 2022 Filed Oct 5, 2022 13:14 UTC
Besch DougChief Product Officer
GrantStock Option · Derivative 19,527 $0.00 Strike: $15.04 $0.00
Disclosure

SEC source: 0001628280-22-026030 · wf-form4_166499004681925.xml · derivative · entry 2

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,527

Underlying: Common Stock · 19,527 shares

Expires 2027-10-02

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

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October 03, 2022 Filed Oct 5, 2022 13:14 UTC
Besch DougChief Product Officer
GrantRestricted Stock Units · Derivative 9,973 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-026030 · wf-form4_166499004681925.xml · derivative · entry 1

Besch Doug · CIK 0001947731 · Chief Product Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,973

Underlying: Common Stock · 9,973 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 vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F2 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

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October 03, 2022 Filed Oct 5, 2022 17:15 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantStock Option · Derivative 39,055 $0.00 Strike: $15.04 $0.00
Disclosure

SEC source: 0001628280-22-026031 · wf-form4_166499010544767.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,055

Underlying: Common Stock · 39,055 shares

Expires 2027-10-02

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

Read SEC document
October 03, 2022 Filed Oct 5, 2022 17:15 UTC
Odence-Ford MarionGeneral Counsel and CCO
GrantRestricted Stock Units · Derivative 19,947 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-026031 · wf-form4_166499010544767.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,947

Underlying: Common Stock · 19,947 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 vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F2 · 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, 2022 Filed Oct 5, 2022 17:18 UTC
Silvestro Stephen LChief Commercial Officer
GrantStock Option · Derivative 39,055 $0.00 Strike: $15.04 $0.00
Disclosure

SEC source: 0001628280-22-026033 · wf-form4_166499030249017.xml · derivative · entry 2

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,055

Underlying: Common Stock · 39,055 shares

Expires 2027-10-02

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

Read SEC document
October 03, 2022 Filed Oct 5, 2022 17:18 UTC
Silvestro Stephen LChief Commercial Officer
GrantRestricted Stock Units · Derivative 19,947 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-026033 · wf-form4_166499030249017.xml · derivative · entry 1

Silvestro Stephen L · CIK 0001773461 · Chief Commercial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,947

Underlying: Common Stock · 19,947 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 vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F2 · 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, 2022 Filed Oct 5, 2022 17:17 UTC GrantStock Option · Derivative 97,637 $0.00 Strike: $15.04 $0.00
Disclosure

SEC source: 0001628280-22-026032 · wf-form4_166499024096581.xml · derivative · entry 2

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,637

Underlying: Common Stock · 97,637 shares

Expires 2027-10-02

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

Read SEC document
October 03, 2022 Filed Oct 5, 2022 17:17 UTC GrantRestricted Stock Units · Derivative 49,867 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-026032 · wf-form4_166499024096581.xml · derivative · entry 1

Stelmakh Edward · CIK 0001887046 · CFO/COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,867

Underlying: Common Stock · 49,867 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 vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F2 · 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, 2022 Filed Oct 5, 2022 17:13 UTC
Inman ToddChief Technology Officer
GrantStock Option · Derivative 19,527 $0.00 Strike: $15.04 $0.00
Disclosure

SEC source: 0001628280-22-026029 · wf-form4_166498997232881.xml · derivative · entry 2

Inman Todd · CIK 0001858241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,527

Underlying: Common Stock · 19,527 shares

Expires 2027-10-02

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

Read SEC document
October 03, 2022 Filed Oct 5, 2022 17:13 UTC
Inman ToddChief Technology Officer
GrantRestricted Stock Units · Derivative 9,973 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-026029 · wf-form4_166498997232881.xml · derivative · entry 1

Inman Todd · CIK 0001858241 · Chief Technology Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,973

Underlying: Common Stock · 9,973 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 vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

F2 · 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
September 29, 2022 Filed Sep 30, 2022 20:48 UTC Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025812 · wf-form4_166457091189748.xml · derivative · entry 2

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 334 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 September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

Read SEC document
September 29, 2022 Filed Sep 30, 2022 20:48 UTC Exercise / conversionCommon Stock 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025812 · wf-form4_166457091189748.xml · nonDerivative · entry 1

Spangler Patrick D · CIK 0001296525 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,417

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
September 29, 2022 Filed Sep 30, 2022 20:46 UTC Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025811 · wf-form4_166457078779083.xml · derivative · entry 2

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 334 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 September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

Read SEC document
September 29, 2022 Filed Sep 30, 2022 20:46 UTC Exercise / conversionCommon Stock 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025811 · wf-form4_166457078779083.xml · nonDerivative · entry 1

Lang James Paul · CIK 0001703090 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,994

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
September 29, 2022 Filed Sep 30, 2022 20:39 UTC Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025808 · wf-form4_166457037736073.xml · derivative · entry 2

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 334 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 September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

Read SEC document
September 29, 2022 Filed Sep 30, 2022 20:39 UTC Exercise / conversionCommon Stock 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025808 · wf-form4_166457037736073.xml · nonDerivative · entry 1

WASSON GREGORY D · CIK 0001188827 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,265

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
September 29, 2022 Filed Sep 30, 2022 20:44 UTC
HALAS GUS DDirector
Exercise / conversionRestricted Stock Units · Derivative 334 $0.00 $0.00
Disclosure

SEC source: 0001628280-22-025810 · wf-form4_166457066314869.xml · derivative · entry 2

HALAS GUS D · CIK 0001230322 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 334 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 September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022.

Read SEC document

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