Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Executive Officer | August 20, 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 20, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 262,751 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 79,200 · Balance 262,751 F1: 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 20, 2027, which is the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 20, 2027, which is 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 |
|---|---|---|---|---|---|---|
| December 17, 2021 Filed Dec 21, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,241 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-066731 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,511 Underlying: Common Stock · 13,241 shares Expires 2025-03-11 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. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,241 | $54.87 | $726,533.67 |
DisclosureSEC source: 0001213900-21-066731 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,241 | $7.51 | $99,439.91 |
DisclosureSEC source: 0001213900-21-066731 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,241 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. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,241 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-060876 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,752 Underlying: Common Stock · 13,241 shares Expires 2025-03-11 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. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,241 | $73.98 | $979,569.18 |
DisclosureSEC source: 0001213900-21-060876 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| November 17, 2021 Filed Nov 19, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,241 | $7.51 | $99,439.91 |
DisclosureSEC source: 0001213900-21-060876 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,241 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. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,241 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-053526 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,993 Underlying: Common Stock · 13,241 shares Expires 2025-03-11 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. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,241 | $85.38 | $1,130,516.58 |
DisclosureSEC source: 0001213900-21-053526 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| October 18, 2021 Filed Oct 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,241 | $7.51 | $99,439.91 |
DisclosureSEC source: 0001213900-21-053526 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,241 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. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,242 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-049127 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,234 Underlying: Common Stock · 13,242 shares Expires 2025-03-11 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. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,242 | $69.79 | $924,159.18 |
DisclosureSEC source: 0001213900-21-049127 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| September 17, 2021 Filed Sep 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,242 | $7.51 | $99,447.42 |
DisclosureSEC source: 0001213900-21-049127 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 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. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,242 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-043903 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,476 Underlying: Common Stock · 13,242 shares Expires 2025-03-11 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. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,242 | $58.41 | $773,465.22 |
DisclosureSEC source: 0001213900-21-043903 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| August 17, 2021 Filed Aug 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,242 | $7.51 | $99,447.42 |
DisclosureSEC source: 0001213900-21-043903 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 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. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,242 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-037937 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 104,718 Underlying: Common Stock · 13,242 shares Expires 2025-03-11 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. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,242 | $50.34 | $666,602.28 |
DisclosureSEC source: 0001213900-21-037937 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| July 20, 2021 Filed Jul 21, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,242 | $7.51 | $99,447.42 |
DisclosureSEC source: 0001213900-21-037937 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 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. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:15 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,242 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-033297 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,960 Underlying: Common Stock · 13,242 shares Expires 2025-03-11 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. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:15 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock pursuant to 10B5-1 plan | 13,242 | $53.44 | $707,652.48 |
DisclosureSEC source: 0001213900-21-033297 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:15 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,242 | $7.51 | $99,447.42 |
DisclosureSEC source: 0001213900-21-033297 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 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. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionStock Option · Derivative | 13,242 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-21-027936 · ownership.xml · derivative · entry 3 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,202 Underlying: Common Stock · 13,242 shares Expires 2025-03-11 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. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 13,242 | $7.51 | $99,447.42 |
DisclosureSEC source: 0001213900-21-027936 · ownership.xml · nonDerivative · entry 2 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,242 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. Read SEC document |
| May 17, 2021 Filed May 19, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock | 13,242 | $42.72 | $565,698.24 |
DisclosureSEC source: 0001213900-21-027936 · ownership.xml · nonDerivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: These shares sold pursuant to a plan of disposition adopted on March 11, 2021 in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| January 07, 2021 Filed Jan 12, 2021 00:05 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 38,511 | $0.00 Strike: $37.50 | $0.00 |
DisclosureSEC source: 0001213900-21-001540 · ownership.xml · derivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,444 Underlying: Common Stock · 38,511 shares Expires 2024-01-07 F1 · derivative.exercise_date: The Stock Option will vest 1/3 at the end of each anniversary from issuance. Read SEC document |
| March 11, 2020 Filed Mar 13, 2020 21:21 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 105,933 | $0.00 Strike: $7.51 | $0.00 |
DisclosureSEC source: 0001213900-20-006360 · ownership.xml · derivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,933 Underlying: Common Stock · 105,933 shares Expires 2025-03-11 F1 · derivative.exercise_date: The Stock Option will vest 25% at the end of each quarter starting on 3/31/2020. Read SEC document |
| May 02, 2019 Filed May 3, 2019 21:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantUnvested Restricted Stock Grant · Derivative | 90,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-19-007808 · ownership.xml · derivative · entry 1 Silvestro Stephen L · CIK 0001773461 · CHIEF COMMERCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2024-05-02 F1 · derivative.exercise_price: The Reporting Person received 90,000 shares of the Issuer's restricted stock that will vest all at one time upon completion of 5 years of service. F1 · price: The Reporting Person received 90,000 shares of the Issuer's restricted stock that will vest all at one time upon completion of 5 years of service. 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.