Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Legal & Admin 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 | 148,007 |
Reported balance
After 2026-08-20 transaction · row 1
1 source rowRow 1 · 2026-08-20 · Grant · Acquired 57,600 · Balance 148,007 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 19:12 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,529 | $7.71 | $11,788.59 |
DisclosureSEC source: 0001628280-26-058586 · wk-form4_1787598774.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,407 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: 0001628280-26-058669 · wk-form4_1787605026.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,007 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 |
| February 11, 2026 Filed Feb 13, 2026 16:49 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-007972 · wk-form4_1771001391.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 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: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date F3 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date Read SEC document |
| February 11, 2026 Filed Feb 13, 2026 16:49 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,386 | $9.23 | $12,792.78 |
DisclosureSEC source: 0001628280-26-007972 · wk-form4_1771001391.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,936 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 |
| February 11, 2026 Filed Feb 13, 2026 16:49 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-26-007972 · wk-form4_1771001391.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,322 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 23, 2025 Filed Dec 23, 2025 21:53 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 4,051 | $12.74 | $51,609.74 |
DisclosureSEC source: 0001628280-25-058763 · wk-form4_1766526832.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,322 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 15:09 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 3,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058411 · wk-form4_1766416165.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,928 Underlying: Common Stock · 3,928 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 15:09 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,153 | $13.51 | $15,577.03 |
DisclosureSEC source: 0001628280-25-058411 · wk-form4_1766416165.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,373 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 15:09 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 3,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058411 · wk-form4_1766416165.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,526 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 22:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044549 · wk-form4_1759877172.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,649 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 22:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,952 | $18.75 | $36,600.00 |
DisclosureSEC source: 0001628280-25-044549 · wk-form4_1759877172.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,598 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 22:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044549 · wk-form4_1759877172.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,550 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 20:29 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 35,156 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001628280-25-041117 · wk-form4_1756153755.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 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 20:29 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041117 · wk-form4_1756153755.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal & Admin Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,901 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 |
| March 01, 2025 Filed Mar 4, 2025 14:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009628 · wk-form4_1741097805.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · Chief Legal Officer & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. F3 · derivative.exercise_date: The restricted stock units vested in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date. F3 · derivative.expiration_date: The restricted stock units vested in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 4, 2025 14:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 268 | $5.18 | $1,388.24 |
DisclosureSEC source: 0001628280-25-009628 · wk-form4_1741097805.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · Chief Legal Officer & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,276 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, 2025 Filed Mar 4, 2025 14:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-009628 · wk-form4_1741097805.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal Officer & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,544 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: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. Read SEC document |
| February 15, 2025 Filed Feb 20, 2025 18:38 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,479 | $6.64 | $9,820.56 |
DisclosureSEC source: 0001628280-25-006687 · wk-form4_1740076725.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · Chief Legal Officer & CHRO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,773 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 |
| February 11, 2025 Filed Feb 13, 2025 20:58 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 4,000 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: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2025 Filed Feb 13, 2025 20:58 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,386 | $5.60 | $7,761.60 |
DisclosureSEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,252 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 |
| February 11, 2025 Filed Feb 13, 2025 20:58 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001628280-25-005384 · wk-form4_1739480272.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,638 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 23, 2024 Filed Dec 27, 2024 19:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 77,742 | $0.00 Strike: $4.83 | $0.00 |
DisclosureSEC source: 0001628280-24-052486 · wk-form4_1735326521.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 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 19:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 41,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052486 · wk-form4_1735326521.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,638 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 20, 2024 Filed Dec 21, 2024 00:48 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,153 | $4.75 | $5,476.75 |
DisclosureSEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,230 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 00:48 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,856 Underlying: Common Stock · 3,927 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 00:48 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 3,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052287 · wk-form4_1734742087.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,383 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 |
| November 08, 2024 Filed Nov 12, 2024 14:37 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,785 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: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 14:37 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 524 | $6.27 | $3,285.48 |
DisclosureSEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,456 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 |
| November 08, 2024 Filed Nov 12, 2024 14:37 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-046917 · wk-form4_1731422269.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,980 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 01:26 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,649 Underlying: Common Stock · 6,649 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 01:26 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,952 | $7.83 | $15,284.16 |
DisclosureSEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,195 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 03, 2024 Filed Oct 8, 2024 01:26 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042476 · wk-form4_1728350793.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,147 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 |
| March 01, 2024 Filed Mar 6, 2024 21:19 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 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, 2024 Filed Mar 6, 2024 21:19 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 268 | $15.95 | $4,274.60 |
DisclosureSEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,231 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, 2024 Filed Mar 6, 2024 21:19 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-009405 · wk-form4_1709759929.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,499 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 14:17 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 4,267 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-017550 · wk-form4_1713968255.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,498 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 11, 2024 Filed Feb 13, 2024 23:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 4,000 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: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On February 11, 2021, the reporting person was granted 20,000 restricted stock units, vesting in five equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 11, 2024 Filed Feb 13, 2024 23:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,386 | $15.39 | $21,330.54 |
DisclosureSEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,728 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 |
| February 11, 2024 Filed Feb 13, 2024 23:16 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-004575 · wk-form4_1707866168.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,114 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 |
| January 09, 2024 Filed Jan 11, 2024 22:06 UTC | OptimizeRx Corp OPRX · Entity 213 | SaleCommon Stock | 4,000 | $15.19 | $60,750.80 |
DisclosureSEC source: 0001628280-24-001190 · wk-form4_1705010757.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,114 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.01 to $15.41. The reporting person undertakes to provide to OptimizeRx Corporation, any security holder of OptimizeRx Corporation or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| December 19, 2023 Filed Feb 21, 2024 23:23 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 11,783 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006019 · wk-form4_1708557790.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,783 Underlying: Common Stock · 11,783 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 October 19, 2024, the first anniversary of the grant date. Read SEC document |
| December 19, 2023 Filed Feb 21, 2024 23:23 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 11,783 | $0.00 Strike: $12.73 | $0.00 |
DisclosureSEC source: 0001628280-24-006019 · wk-form4_1708557790.xml · derivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,783 Underlying: Common Stock · 11,783 shares Expires 2026-12-19 F1 · derivative.exercise_date: The stock options vest in three equal annual installments beginning October 19, 2024, the first anniversary of the grant date. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 19:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-038536 · wk-form4_1699903962.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,785 Underlying: Common Stock · 1,785 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: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: On November 8, 2021, the reporting person was granted 5,355 restricted stock units, vesting in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| November 08, 2023 Filed Nov 13, 2023 19:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 524 | $9.21 | $4,826.04 |
DisclosureSEC source: 0001628280-23-038536 · wk-form4_1699903962.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,114 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 |
| November 08, 2023 Filed Nov 13, 2023 19:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-038536 · wk-form4_1699903962.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,638 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, 2023 Filed Oct 6, 2023 18:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034061 · wk-form4_1696618061.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,298 Underlying: Common Stock · 6,649 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 | 1,952 | $7.06 | $13,781.12 |
DisclosureSEC source: 0001628280-23-034061 · wk-form4_1696618061.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,853 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 | 6,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034061 · wk-form4_1696618061.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,805 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 |
| March 01, 2023 Filed Mar 3, 2023 20:41 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 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 20:41 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 268 | $18.11 | $4,853.48 |
DisclosureSEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,156 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.