Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | CHIEF OPERATING 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 | 82,787 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 57,600 · Balance 82,787 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 |
|---|---|---|---|---|---|---|
| August 21, 2026 Filed Aug 24, 2026 19:14 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,020 | $7.71 | $7,864.20 |
DisclosureSEC source: 0001628280-26-058589 · wk-form4_1787598891.xml · nonDerivative · entry 1 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,187 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 |
| August 20, 2026 Filed Aug 24, 2026 20:57 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 57,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-058670 · wk-form4_1787605044.xml · nonDerivative · entry 1 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,787 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 August 20, 2027, which is the first anniversary of the grant date. Read SEC document |
| December 19, 2025 Filed Dec 22, 2025 15:08 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 289 | $13.51 | $3,904.39 |
DisclosureSEC source: 0001628280-25-058410 · wk-form4_1766416123.xml · nonDerivative · entry 1 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,207 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 11, 2025 Filed Dec 16, 2025 00:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 712 | $14.03 | $9,989.36 |
DisclosureSEC source: 0001628280-25-057201 · wk-form4_1765846015.xml · nonDerivative · entry 1 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,496 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 |
| October 03, 2025 Filed Nov 10, 2025 14:55 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 483 | $18.75 | $9,056.25 |
DisclosureSEC source: 0001628280-25-050825 · wk-form4_1762786550.xml · nonDerivative · entry 2 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,208 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 |
| August 21, 2025 Filed Nov 10, 2025 14:55 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 23,437 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001628280-25-050825 · wk-form4_1762786550.xml · derivative · entry 3 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,874 Underlying: Common Stock · 23,437 shares Expires 2030-08-21 F3 · 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 Nov 10, 2025 14:55 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 10,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-050825 · wk-form4_1762786550.xml · nonDerivative · entry 1 Merrell Brendan W. · CIK 0002090383 · CHIEF OPERATING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,691 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 August 21, 2026, which is 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.