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 |
|---|---|---|---|---|---|---|
| March 01, 2023 Filed Mar 3, 2023 20:41 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006262 · wf-form4_167787603939131.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,424 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 11, 2023 Filed Feb 14, 2023 16:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed 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, 2023 Filed Feb 14, 2023 16:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,422 | $17.34 | $24,657.48 |
DisclosureSEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,653 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, 2023 Filed Feb 14, 2023 16:32 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-003460 · wf-form4_167639231734061.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,075 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, 2022 Filed Nov 10, 2022 20:29 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · derivative · entry 3 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,570 Underlying: Common Stock · 1,785 shares Expires 2024-11-08 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, 2022 Filed Nov 10, 2022 20:29 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 710 | $14.52 | $10,309.20 |
DisclosureSEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · nonDerivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,075 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, 2022 Filed Nov 10, 2022 20:29 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 1,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-029460 · wf-form4_166811212369585.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,785 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, 2022 Filed Oct 5, 2022 17:15 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 39,055 | $0.00 Strike: $15.04 | $0.00 |
DisclosureSEC source: 0001628280-22-026031 · wf-form4_166499010544767.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,055 Underlying: Common Stock · 39,055 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 17:15 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 19,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-026031 · wf-form4_166499010544767.xml · derivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,947 Underlying: Common Stock · 19,947 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 26, 2022 Filed Aug 30, 2022 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | PurchaseCommon Stock | 1,000 | $15.75 | $15,750.00 |
DisclosureSEC source: 0001213900-22-052320 · ownership.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 2,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-010597 · ownership.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313 Underlying: Common Stock · 2,313 shares Expires not disclosed F2 · 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 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, 2022 Filed Mar 3, 2022 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 4,690 | $0.00 Strike: $43.24 | $0.00 |
DisclosureSEC source: 0001213900-22-010597 · ownership.xml · derivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,690 Underlying: Common Stock · 4,690 shares Expires 2027-03-01 F1 · derivative.exercise_date: The stock option vests in three equal annual installments beginning March 1, 2023, the first anniversary of the grant date. Read SEC document |
| February 11, 2022 Filed Feb 15, 2022 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-007910 · ownership.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed 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. F2 · 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 F2 · 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, 2022 Filed Feb 15, 2022 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-22-007910 · ownership.xml · nonDerivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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, 2021 Filed Nov 10, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 5,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-058166 · ownership.xml · derivative · entry 2 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,335 Underlying: Common Stock · 5,335 shares Expires 2024-11-08 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the OptimizeRx's common stock. The restricted stock units will vest 1/3 at the end of each anniversary from issuance. Any restricted stock unit that has not been earned and vested as of the third anniversary of the grant date will be forfeited. Vesting of the restricted stock units shall accelerate upon a qualifying termination. F2 · derivative.exercise_date: Each restricted stock unit represents a contingent right to receive one share of the OptimizeRx's common stock. The restricted stock units will vest 1/3 at the end of each anniversary from issuance. Any restricted stock unit that has not been earned and vested as of the third anniversary of the grant date will be forfeited. Vesting of the restricted stock units shall accelerate upon a qualifying termination. Read SEC document |
| November 08, 2021 Filed Nov 10, 2021 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 10,958 | $0.00 Strike: $93.37 | $0.00 |
DisclosureSEC source: 0001213900-21-058166 · ownership.xml · derivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,958 Underlying: Common Stock · 10,958 shares Expires 2026-11-08 F1 · derivative.exercise_date: The Stock Option will vest 1/3 at the end of each anniversary from issuance. Read SEC document |
| February 11, 2021 Filed Feb 12, 2021 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantUnvested Restricted Stock Award · Derivative | 20,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001213900-21-009036 · ownership.xml · derivative · entry 1 Odence-Ford Marion · CIK 0001845002 · General Counsel and CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common · 20,000 shares Expires 2026-02-11 F1 · derivative.exercise_price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award. The award vests 1/5 at the end of each anniversary from issuance. F1 · price: The Reporting Person acquired these shares pursuant to a Restricted Stock Award. The award vests 1/5 at the end of each anniversary from issuance. F1 · derivative.exercise_date: The Reporting Person acquired these shares pursuant to a Restricted Stock Award. The award vests 1/5 at the end of each anniversary from issuance. 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.