Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Technology Officer | March 01, 2023 | March 03, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
OptimizeRx Corp
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 538 |
Ending reported balance
After 2023-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 771 · Balance 771 F1: Restricted stock units convert into common stock on a one-for-one basis. Row 2 · 2023-03-01 · Tax withholding · Disposed 233 · Balance 538 F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,542 |
Reported balance
After 2023-03-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-03-01 · Exercise / conversion · Disposed 771 · Balance 1,542 F1: Restricted stock units convert into common stock on a one-for-one basis. F3: The restricted stock units vest in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units convert into common stock on a one-for-one basis.
F2: 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.
F3: The restricted stock units vest in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 3, 2023 20:31 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 233 | $18.11 | $4,219.63 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC 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 |
| October 03, 2022 Filed Oct 5, 2022 17:13 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 19,527 | $0.00 Strike: $15.04 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 9,973 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 01, 2022 Filed Mar 3, 2022 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-010598 · ownership.xml · derivative · entry 2 Inman Todd · CIK 0001858241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313 Underlying: Common Stock · 2,313 shares Expires not disclosed F2 · 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, 2022 Filed Mar 3, 2022 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 4,690 | $0.00 Strike: $43.24 | $0.00 |
DisclosureSEC source: 0001213900-22-010598 · ownership.xml · derivative · entry 1 Inman Todd · CIK 0001858241 · Chief Technology Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,690 Underlying: Common Stock · 4,690 shares Expires 2027-03-01 F1 · derivative.exercise_date: The stock option vests in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date. 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.