Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | SVP OF SALES | March 27, 2019 | March 29, 2019 |
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 27, 2019 · Filed March 29, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 141,471 |
Reported balance
After 2019-03-27 transaction · row 1
1 source rowRow 1 · 2019-03-27 · Grant · Acquired 16,667 · Balance 141,471 F1: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. |
| Contingent Stock GrantSEC Table II · derivative / convertible security | Direct | 133,333 |
Reported balance
After 2019-03-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-03-27 · Conversion · Acquired 16,667 · Balance 133,333 F1: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. F2: Not applicable |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year.
F2: Not applicable
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 27, 2019 Filed Mar 29, 2019 16:15 UTC | OptimizeRx Corp OPRX · Entity 213 | ConversionContingent Stock Grant · Derivative | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-005235 · ownership.xml · derivative · entry 2 Hamilton Terrence · CIK 0001466060 · SVP OF SALES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,333 Underlying: Common Stock · 16,667 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: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. F1 · price: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. F1 · derivative.exercise_date: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. F2 · derivative.expiration_date: Not applicable Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 16:15 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 16,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-005235 · ownership.xml · nonDerivative · entry 1 Hamilton Terrence · CIK 0001466060 · SVP OF SALES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,471 F1 · price: The reporting person received a contingent stock grant subject to achievement of the Issuer's 2018 year-end revenue performance goals that were achieved for the year. Read SEC document |
| February 01, 2018 Filed Feb 2, 2018 17:15 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock GrantRestricted Stock Grant · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-18-001237 · f4020118hamilton_optimizerx.xml · derivative · entry 1 Hamilton Terrence · CIK 0001466060 · SVP of Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Underlying: Common Stock · 50,000 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock grant represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The reporting person received a restricted stock grant that may vest on either February 1, 2019 or February 1, 2020, subject to achievement of the Issuer's year-end revenue performance goals. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 17:04 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 200,000 | $0.00 Strike: $0.82 | $0.00 |
DisclosureSEC source: 0001213900-17-003339 · f4033117hamilton_optimizerx.xml · derivative · entry 1 Hamilton Terrence · CIK 0001466060 · SVP OF SALES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2022-03-31 F1 · derivative.exercise_date: The Stock Options were issued based on performance criteria and only vest upon target revenue achieved in 2017. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 09:16 UTC | OptimizeRx Corp OPRX · Entity 213 | PurchaseCommon Stock | 7,000 | $0.90 | $6,300.00 |
DisclosureSEC source: 0001213900-16-018580 · f4111416hamilton_optimizerx.xml · nonDerivative · entry 1 Hamilton Terrence · CIK 0001466060 · SENIOR VP OF SALES 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,413 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.