Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BIOVIE INC.BIVI · Entity 7702 | Director | January 05, 2026 | January 09, 2026 |
| HALOZYME THERAPEUTICS, INC.HALO · Entity 793 | Director | May 05, 2026 | May 07, 2026 |
| OptimizeRx CorpOPRX · Entity 213 | Director | June 09, 2026 | June 10, 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.
BIOVIE INC.
Report date January 05, 2026 · Filed January 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2031-01-05 | Direct | 90,000 |
Reported balance
After 2026-01-05 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-01-05 · Grant · Acquired 90,000 · Balance 90,000 F1: The options vest in four equal installments on February 10, 2026, May 11, 2026, August 11, 2026 and the earlier of November 11, 2026 and the date of the registrant's 2026 annual shareholders' meeting. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.31 · Expires 2031-01-05 | Direct | 330,500 |
Reported balance
After 2026-01-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-05 · Grant · Acquired 330,500 · Balance 330,500 F2: 75% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: The options vest in four equal installments on February 10, 2026, May 11, 2026, August 11, 2026 and the earlier of November 11, 2026 and the date of the registrant's 2026 annual shareholders' meeting.
F2: 75% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029.
HALOZYME THERAPEUTICS, INC.
Report date May 05, 2026 · Filed May 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,685 |
Reported balance
After 2026-05-05 transaction · row 1
1 source rowRow 1 · 2026-05-05 · Grant · Acquired 3,796 · Balance 4,685 F1: Represents annual restricted stock unit ("RSU") grant under the Issuer's director compensation program. Each RSU represents the right to receive one share of common stock of the Issuer. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director. |
| Option to Purchase Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $65.87 · Expires 2036-05-05 | Direct | 6,040 |
Reported balance
After 2026-05-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-05 · Grant · Acquired 6,040 · Balance 6,040 F2: Represents annual stock option grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents annual restricted stock unit ("RSU") grant under the Issuer's director compensation program. Each RSU represents the right to receive one share of common stock of the Issuer. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director.
F2: Represents annual stock option grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders.
OptimizeRx Corp
Report date June 09, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 433,837 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 34,517 · Balance 433,837 F1: 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 the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. |
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 full on the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders.
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 |
|---|---|---|---|---|---|---|
| June 09, 2026 Filed Jun 10, 2026 17:39 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 34,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042132 · wk-form4_1781113175.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 433,837 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 the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:03 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantOption to Purchase Common Stock · Derivative | 6,040 | $0.00 Strike: $65.87 | $0.00 |
DisclosureSEC source: 0001159036-26-000062 · wk-form4_1778195020.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,040 Underlying: Common Stock · 6,040 shares Expires 2036-05-05 F2 · derivative.exercise_date: Represents annual stock option grant under the Issuer's director compensation program. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 05, 2026 Filed May 7, 2026 23:03 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantCommon Stock | 3,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001159036-26-000062 · wk-form4_1778195020.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,685 F1 · shares: Represents annual restricted stock unit ("RSU") grant under the Issuer's director compensation program. Each RSU represents the right to receive one share of common stock of the Issuer. This grant will vest in full on the earlier of (i) May 5, 2027 and (ii) the date of the Issuer's next annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director. Read SEC document |
| January 05, 2026 Filed Jan 9, 2026 22:00 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 330,500 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001520138-26-000017 · ownership.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 330,500 Underlying: Common Stock · 330,500 shares Expires 2031-01-05 F2 · derivative.exercise_date: 75% of the options vested on January 5, 2026 and the remainder of the options vest in three equal installments on January 5, 2027, January 5, 2028 and January 5, 2029. Read SEC document |
| January 05, 2026 Filed Jan 9, 2026 22:00 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $1.31 | $0.00 |
DisclosureSEC source: 0001520138-26-000017 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 90,000 shares Expires 2031-01-05 F1 · derivative.exercise_date: The options vest in four equal installments on February 10, 2026, May 11, 2026, August 11, 2026 and the earlier of November 11, 2026 and the date of the registrant's 2026 annual shareholders' meeting. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:56 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantOption to Purchase Common Stock · Derivative | 1,342 | $0.00 Strike: $70.31 | $0.00 |
DisclosureSEC source: 0001159036-26-000007 · wk-form4_1767743799.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,342 Underlying: Common Stock · 1,342 shares Expires 2036-01-02 F2 · derivative.exercise_date: Represents a stock options granted under the Issuer director compensation program. This grant will vest in full on the date of the Issuer 2026 annual meeting of stockholders. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:56 UTC | HALOZYME THERAPEUTICS, INC. HALO · Entity 793 | GrantRestricted Stock Units | 889 | $0.00 | $0.00 |
DisclosureSEC source: 0001159036-26-000007 · wk-form4_1767743799.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 889 F1 · shares: Represents restricted stock units granted under the Issuer's director compensation program. Each stock unit represents the right to receive one share of common stock and is scheduled to vest on the date of the Issuer's 2026 annual meeting of stockholders. These stock units are subject to a written deferral election under the Issuer's Directors Deferred Equity Compensation Plan pursuant to which shares of common stock are released to the reporting person upon completion of service as a director. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:35 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 9,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031022 · wk-form4_1749760525.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,320 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 the earlier of the first anniversary of the date of the grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| March 14, 2025 Filed Mar 19, 2025 23:40 UTC | OptimizeRx Corp OPRX · Entity 213 | PurchaseCommon Stock | 321,408 | $7.60 | $2,443,761.45 |
DisclosureSEC source: 0001628280-25-013918 · wk-form4_1742427618.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 389,452 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $7.18 through $7.80. The reporting person undertakes to provide to the Issuer., any security holder of the Issuer or the Staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| December 20, 2024 Filed Jan 7, 2025 22:19 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 22,690 | $0.00 Strike: $1.90 | $0.00 |
DisclosureSEC source: 0001520138-25-000020 · ownership.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,690 Underlying: Common Stock · 22,690 shares Expires 2029-12-20 F2 · derivative.exercise_date: The options vest in three equal installments on December 20, 2024, December 20, 2025 and December 20, 2026. Read SEC document |
| November 20, 2024 Filed Jan 7, 2025 22:19 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 61,600 | $0.00 Strike: $3.36 | $0.00 |
DisclosureSEC source: 0001520138-25-000020 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,600 Underlying: Common Stock · 61,600 shares Expires 2029-11-20 F1 · derivative.exercise_date: The options vest in four equal installments on February 8, 2025, May 8, 2025, August 8, 2025 and the earlier of November 8, 2025 and the date of the issuer's 2025 annual shareholders' meeting. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 13,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · nonDerivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,044 F2 · 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 the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| June 05, 2024 Filed Jun 11, 2024 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 10,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · derivative · entry 3 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,061 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 June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024. F3 · derivative.expiration_date: On June 7, 2023 the reporting person was granted 10,061 restricted stock units which vested in full on June 5, 2024. Read SEC document |
| June 05, 2024 Filed Jun 11, 2024 21:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 10,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027709 · wk-form4_1718142412.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,758 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 09, 2023 Filed Dec 6, 2023 21:16 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 93,500 | $0.00 Strike: $3.01 | $0.00 |
DisclosureSEC source: 0001520138-23-000535 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,500 Underlying: Common Stock · 93,500 shares Expires 2028-11-09 F1 · derivative.exercise_date: The options vest in four equal installments beginning on February 9, 2024, with the remaining installments vesting on May 9, 2024, August 9, 2024 and the earlier of November 9, 2024 or the date of the issuer's 2024 annual shareholders' meeting. Read SEC document |
| June 07, 2023 Filed Aug 18, 2023 13:31 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 10,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029928 · wk-form4_1692365476.xml · derivative · entry 3 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,061 Underlying: Common Stock · 10,061 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of OptimizeRx common stock. F4 · derivative.exercise_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. F4 · derivative.expiration_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| June 07, 2023 Filed Aug 18, 2023 13:31 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 4,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029928 · wk-form4_1692365476.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,637 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 June 7, 2022 the reporting person was granted 4,637 restricted stock units which vested in full on June 7, 2023. F2 · derivative.expiration_date: On June 7, 2022 the reporting person was granted 4,637 restricted stock units which vested in full on June 7, 2023. Read SEC document |
| June 07, 2023 Filed Aug 18, 2023 13:31 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 4,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-029928 · wk-form4_1692365476.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,697 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 30, 2023 Filed Apr 3, 2023 16:22 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010323 · wf-form4_168053895311193.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 657 Underlying: Common Stock · 657 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 March 30, 2022 the reporting person was granted 657 restricted stock units which vested in full on March 30, 2023. F2 · derivative.expiration_date: On March 30, 2022 the reporting person was granted 657 restricted stock units which vested in full on March 30, 2023. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 16:22 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 657 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-010323 · wf-form4_168053895311193.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,060 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 30, 2022 Filed Jan 4, 2023 21:04 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000210 · wf-form4_167286619186192.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 409 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 December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022. F2 · derivative.expiration_date: On December 30, 2021 the reporting person was granted 409 restricted stock units which vested in full on December 30, 2022. Read SEC document |
| December 30, 2022 Filed Jan 4, 2023 21:04 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-000210 · wf-form4_167286619186192.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,403 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 23, 2022 Filed Jan 18, 2023 21:25 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantCOMMON STOCK | 43,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001520138-23-000059 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,622 Read SEC document |
| September 29, 2022 Filed Sep 30, 2022 20:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-025811 · wf-form4_166457078779083.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 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 September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022. F2 · derivative.expiration_date: On September 29, 2021 the reporting person was granted 334 restricted stock units which vested in full on September 29, 2022. Read SEC document |
| September 29, 2022 Filed Sep 30, 2022 20:46 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-025811 · wf-form4_166457078779083.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,994 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 19, 2022 Filed Aug 23, 2022 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | PurchaseCommon Stock | 6,000 | $16.45 | $98,723.40 |
DisclosureSEC source: 0001213900-22-050556 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,660 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $16.415 to $16.47. 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 |
| June 09, 2022 Filed Jun 13, 2022 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 4,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-032530 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 Underlying: Common Stock · 4,637 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 will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. F2 · derivative.expiration_date: The restricted stock units will vest in full on the earlier of the first anniversary of the date of grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| April 05, 2022 Filed Apr 25, 2022 15:48 UTC | BIOVIE INC. BIVI · Entity 7702 | GrantStock Option (right to buy) · Derivative | 127,900 | $0.00 Strike: $5.04 | $0.00 |
DisclosureSEC source: 0001520138-22-000171 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,900 Underlying: Common Stock · 127,900 shares Expires 2032-04-05 F1 · security: Options granted pursuant to the Company's 2019 Omnibus Equity Incentive Plan. F2 · derivative.exercise_date: The options were 25% vested upon grant, with the remaining 75% vesting ratably over a three-year period on each anniversary of the grant date. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 20:48 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 657 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-017501 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 657 Underlying: Common Stock · 657 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 on March 30, 2023. F2 · derivative.expiration_date: The restricted stock units vest on March 30, 2023. Read SEC document |
| December 30, 2021 Filed Jan 3, 2022 21:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 409 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-22-000276 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 743 Underlying: Common Stock · 409 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 vest on December 30, 2022, 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 |
| September 29, 2021 Filed Oct 1, 2021 20:45 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-051142 · ownership.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334 Underlying: Common Stock · 334 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 vest on September 29, 2022, 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 |
| June 30, 2021 Filed Jun 30, 2021 20:48 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-035078 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,660 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 16:38 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 539 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-019878 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,253 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| December 31, 2020 Filed Jan 21, 2021 01:23 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 802 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-003294 · ownership.xml · nonDerivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,714 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| December 18, 2020 Filed Mar 5, 2021 00:47 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 99,000 | $13.91 Strike: $13.91 | $1,377,090.00 |
DisclosureSEC source: 0001703090-21-000002 · primary_doc.xml · derivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,988 Underlying: common stock · 99,000 shares Expires 2023-12-18 F1 · security: non-qualified options issued from company 2019 Omnibus Equity Incentive Plan, subject to continuation of service to company F2 · derivative.exercise_date: 25% vest on grant date; remaining 75% vest over 3-year period on 1st, 2nd, 3rd anniversary of grant date Read SEC document |
| September 30, 2020 Filed Jan 21, 2021 01:23 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 1,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-21-003294 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,912 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:33 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 1,937 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-016582 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,729 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| March 30, 2020 Filed Mar 31, 2020 12:46 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,784 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-008137 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,792 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| January 19, 2020 Filed Oct 22, 2020 00:18 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 800 | $2.80 Strike: $2.80 | $2,240.00 |
DisclosureSEC source: 0001771317-20-000004 · primary_doc.xml · derivative · entry 3 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,988 Underlying: common stock · 800 shares Expires 2025-01-19 F2 · balance_after: On 11/21/2019 a reverse stock split was effected; derivative securities are post-split calculations. Read SEC document |
| January 03, 2020 Filed Jan 7, 2020 21:30 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-20-000382 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,008 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| January 02, 2020 Filed Oct 22, 2020 00:18 UTC | BIOVIE INC. bivi · Entity 7702 | GrantCommon Stock | 1,600 | $3.50 | $5,600.00 |
DisclosureSEC source: 0001771317-20-000004 · primary_doc.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,044 F1 · balance_after: On 11/21/2019 a reverse stock split was effected; total shares indicated are post-split. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 21:16 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-019542 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,924 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| March 29, 2019 Filed Mar 29, 2019 20:20 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-19-005244 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,585 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| January 19, 2019 Filed Oct 22, 2020 00:18 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 800 | $3.75 Strike: $3.75 | $3,000.00 |
DisclosureSEC source: 0001771317-20-000004 · primary_doc.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,188 Underlying: common stock · 800 shares Expires 2024-01-19 F2 · balance_after: On 11/21/2019 a reverse stock split was effected; derivative securities are post-split calculations. Read SEC document |
| January 02, 2019 Filed Feb 5, 2019 19:49 UTC | BIOVIE INC. bivi · Entity 7702 | GrantCommon Stock | 200,000 | $0.04 | $7,000.00 |
DisclosureSEC source: 0001703090-19-000001 · primary_doc.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 Read SEC document |
| October 08, 2018 Filed Oct 12, 2018 10:07 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-18-013822 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,501 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| July 03, 2018 Filed Nov 1, 2018 19:23 UTC | BIOVIE INC. bivi · Entity 7702 | GrantPreferred Stock | 20,000 | $1.50 | $30,000.00 |
DisclosureSEC source: 0001703090-18-000005 · primary_doc.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Read SEC document |
| July 02, 2018 Filed Nov 1, 2018 19:23 UTC | BIOVIE INC. bivi · Entity 7702 | GrantWarrants · Derivative | 2,000,000 | $0.02 Strike: $0.02 | $36,000.00 |
DisclosureSEC source: 0001703090-18-000005 · primary_doc.xml · derivative · entry 2 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,548,485 Underlying: Common Stock · 2,000,000 shares Expires 2024-07-02 Read SEC document |
| June 29, 2018 Filed Jul 3, 2018 18:42 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-18-008679 · ownership.xml · nonDerivative · entry 1 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,417 F1 · price: The Issuer issued these shares to the Reporting Person under the Director Compensation Plan. Read SEC document |
| January 19, 2018 Filed Aug 15, 2018 19:48 UTC | BIOVIE INC. bivi · Entity 7702 | Grantoptions · Derivative | 100,000 | $0.10 Strike: $0.10 | $10,000.00 |
DisclosureSEC source: 0001703090-18-000004 · primary_doc.xml · derivative · entry 7 Lang James Paul · CIK 0001703090 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 548,485 Underlying: common stock · 100,000 shares Expires 2023-01-19 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.