Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Finance & Strat Officer | August 21, 2026 | August 24, 2026 |
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 August 21, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 121,791 |
Reported balance
After 2026-08-21 transaction · row 1
1 source rowRow 1 · 2026-08-21 · Tax withholding · Disposed 1,381 · Balance 121,791 F1: The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person. |
Filing footnotes · ownership attribution and instrument terms
F1: The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person.
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 |
|---|---|---|---|---|---|---|
| August 21, 2026 Filed Aug 24, 2026 19:11 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,381 | $7.71 | $10,647.51 |
DisclosureSEC source: 0001628280-26-058583 · wk-form4_1787598706.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,791 F1 · shares: The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person. Read SEC document |
| December 23, 2025 Filed Dec 23, 2025 21:52 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 3,658 | $12.74 | $46,602.92 |
DisclosureSEC source: 0001628280-25-058758 · wk-form4_1766526748.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,172 F1 · shares: These shares were withheld by the Issuer upon the vesting of restricted stock units to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 15:10 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058413 · wk-form4_1766416244.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,237 Underlying: Common Stock · 5,237 shares Expires 2026-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 15:10 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock | 1,388 | $13.51 | $18,751.88 |
DisclosureSEC source: 0001628280-25-058413 · wk-form4_1766416244.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,830 F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 15:10 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058413 · wk-form4_1766416244.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,218 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, 2025 Filed Dec 23, 2025 19:23 UTC Amendment | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058715 · wk-form4a_1766517784.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,237 Underlying: Common Stock · 5,237 shares Expires 2026-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 19:23 UTC Amendment | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,388 | $13.51 | $18,751.88 |
DisclosureSEC source: 0001628280-25-058715 · wk-form4a_1766517784.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,830 F2 · kind: This Form 4/A is filed to correct the transaction code in Table I. The disposition of 1,388 shares previously reported as Transaction Code S should have been reported as Transaction Code F to reflect shares withheld by the issuer to satisfy tax withholding obligations. F3 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 19:23 UTC Amendment | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058715 · wk-form4a_1766517784.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,218 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, 2025 Filed Oct 7, 2025 22:25 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 16,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044542 · wk-form4_1759875956.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,623 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 22:25 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 4,406 | $18.75 | $82,612.50 |
DisclosureSEC source: 0001628280-25-044542 · wk-form4_1759875956.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,981 F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 22:25 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 16,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044542 · wk-form4_1759875956.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · Chief Finance & Strat Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,387 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 19:21 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 35,156 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001628280-25-041110 · wk-form4_1756149661.xml · derivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,156 Underlying: Common Stock · 35,156 shares Expires 2030-08-21 F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning August 21, 2026, the first anniversary of the grant date. Read SEC document |
| August 21, 2025 Filed Aug 25, 2025 19:21 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041110 · wk-form4_1756149661.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,764 F1 · balance_after: 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 August 21, 2026, which is the first anniversary of the grant date. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 18:40 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 2,156 | $6.64 | $14,315.84 |
DisclosureSEC source: 0001628280-25-006691 · wk-form4_1740076800.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,139 F1 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 23, 2024 Filed Dec 27, 2024 22:00 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 77,742 | $0.00 Strike: $4.83 | $0.00 |
DisclosureSEC source: 0001628280-24-052522 · wk-form4_1735336822.xml · derivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,742 Underlying: Common Stock · 77,742 shares Expires 2027-12-23 F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 23, 2025, the first anniversary of the grant date. Read SEC document |
| December 23, 2024 Filed Dec 27, 2024 22:00 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 41,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052522 · wk-form4_1735336822.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 97,295 F1 · shares: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest in three equal annual installments beginning on December 23, 2025, which is the first anniversary of the date of grant. Read SEC document |
| December 19, 2024 Filed Dec 21, 2024 00:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,474 Underlying: Common Stock · 5,237 shares Expires 2026-12-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date. Read SEC document |
| December 19, 2024 Filed Dec 21, 2024 00:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,316 | $4.75 | $6,251.00 |
DisclosureSEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,287 F2 · balance_after: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 19, 2024 Filed Dec 21, 2024 00:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 5,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052284 · wk-form4_1734741993.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,603 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:53 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 8,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,222 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 11, 2022, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 11, 2022, the first anniversary of the grant date. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:53 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 2,066 | $6.63 | $13,697.58 |
DisclosureSEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,366 F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 11, 2024 Filed Oct 15, 2024 20:53 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 8,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042848 · wk-form4_1729025612.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,432 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 03, 2024 Filed Oct 8, 2024 01:30 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 16,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,583 Underlying: Common Stock · 16,622 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. Read SEC document |
| October 03, 2024 Filed Oct 8, 2024 01:30 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 4,177 | $7.83 | $32,705.91 |
DisclosureSEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,210 F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 03, 2024 Filed Oct 8, 2024 01:30 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 16,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042477 · wk-form4_1728351009.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,387 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 15, 2024 Filed Apr 24, 2024 14:16 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 7,083 | $0.00 | $0.00 |
DisclosureSEC 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 Dec 27, 2024 21:38 UTC Amendment | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| October 11, 2023 Filed Oct 12, 2023 18:18 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 8,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034277 · wk-form4_1697134700.xml · derivative · entry 5 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,222 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, 2023 Filed Oct 12, 2023 18:18 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 2,066 | $7.15 | $14,771.90 |
DisclosureSEC source: 0001628280-23-034277 · wk-form4_1697134700.xml · nonDerivative · entry 3 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,537 F2 · price: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 11, 2023 Filed Oct 12, 2023 18:18 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 6,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034277 · wk-form4_1697134700.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,603 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| October 11, 2023 Filed Apr 22, 2024 12:37 UTC Amendment | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon | 8,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-017023 · wk-form4a_1713789420.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,034 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 · security: This Form 4 as originally filed reported in Table I and Table II a vesting of a restricted stock unit on 10/11/2022. However, this transaction had been previously reported on March 30, 2023. Accordingly, it has been struck from this amended filing. F2 · shares: On October 12, 2023, the Reporting Person inadvertently understated in Table I of Form 4 (the "Original Form 4") the number of shares acquired upon the vesting a restricted stock unit. The correct amount of shares disposed of in connection with such vesting was correctly reported in Table II of the Original Form 4. F3 · balance_after: As a result of the understatement, the amount reported in the Reported Person's holdings following the reported transaction was also understated. This inadvertent understatement has been corrected in this line of the amended filing. This understatement also affected the holdings reported after subsequent transactions in the Original Form 4 and in 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, 2023 Filed Oct 6, 2023 18:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 16,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034059 · wk-form4_1696618028.xml · derivative · entry 3 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,205 Underlying: Common Stock · 16,622 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date. Read SEC document |
| October 03, 2023 Filed Oct 6, 2023 18:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 4,117 | $7.06 | $29,066.02 |
DisclosureSEC source: 0001628280-23-034059 · wk-form4_1696618028.xml · nonDerivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,227 F2 · shares: These shares were withheld by the Issuer to satisfy the Reporting Person's tax withholding obligations. Such withholding is treated as a disposition of securities under Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 03, 2023 Filed Oct 6, 2023 18:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 16,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034059 · wk-form4_1696618028.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,344 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 | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 8,221 | $0.00 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 6,539 | $15.17 | $99,196.63 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 8,221 | $0.00 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 8,221 | $0.00 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 8,221 | $0.00 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 3,539 | $15.17 | $53,686.63 |
DisclosureSEC 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 17:17 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 97,637 | $0.00 Strike: $15.04 | $0.00 |
DisclosureSEC 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 | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 49,867 | $0.00 | $0.00 |
DisclosureSEC 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 |
| August 15, 2022 Filed Aug 17, 2022 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | PurchaseCommon Stock | 3,000 | $15.43 | $46,290.00 |
DisclosureSEC source: 0001213900-22-049030 · ownership.xml · nonDerivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Read SEC document |
| October 11, 2021 Filed Oct 13, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 25,191 | $0.00 Strike: $81.09 | $0.00 |
DisclosureSEC source: 0001213900-21-052644 · ownership.xml · derivative · entry 2 Stelmakh Edward · CIK 0001887046 · COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,191 Underlying: Common Stock · 25,191 shares Expires 2026-10-11 F4 · derivative.exercise_date: The Stock Option will vest 1/3 at the end of each anniversary from issuance. Read SEC document |
| October 11, 2021 Filed Oct 13, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 24,664 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-052644 · ownership.xml · derivative · entry 1 Stelmakh Edward · CIK 0001887046 · COO and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,664 Underlying: Common Stock · 24,664 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: Grant to the Reporting Person of restricted stock units under the OptimizeRx Corp. 2021 Equity Incentive Plan. The restricted stock units granted will vest 1/3 at the end of each anniversary from issuance, subject to continued service to the issuer through the vesting date. This restricted stock units granted are subject to accelerated vesting in the event that the recipient is subject to a qualified termination within a specified period of time prior to or following the closing of a change in control transaction. F3 · derivative.expiration_date: Not applicable. Read SEC document |
| December 19, 0023 Filed Feb 21, 2024 23:24 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 15,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006020 · wk-form4_1708557857.xml · derivative · entry 2 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,711 Underlying: Common Stock · 15,711 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. Read SEC document |
| December 19, 0023 Filed Feb 21, 2024 23:24 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 15,711 | $0.00 Strike: $12.73 | $0.00 |
DisclosureSEC source: 0001628280-24-006020 · wk-form4_1708557857.xml · derivative · entry 1 Stelmakh Edward · CIK 0001887046 · CFO/COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,711 Underlying: Common Stock · 15,711 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. 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.