Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Allergan plcAGN · Entity 149298 | Director | April 30, 2019 | May 02, 2019 |
| 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.
Allergan plc
Report date April 30, 2019 · Filed May 02, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary Shares, par value $0.0001SEC Table I · non-derivative | Direct | 25,081 |
Reported balance
After 2019-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-04-30 · Tax withholding · Disposed 953 · Balance 25,081 F1: Includes restricted stock units issued pursuant to the 2013 Incentive Award Plan of Allergan plc. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes restricted stock units issued pursuant to the 2013 Incentive Award Plan of Allergan plc.
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 | 56,137 |
Reported balance
After 2026-06-09 transaction · row 1
1 source rowRow 1 · 2026-06-09 · Grant · Acquired 34,517 · Balance 56,137 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 17:44 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 34,517 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-042133 · wk-form4_1781113474.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,137 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 |
| June 11, 2025 Filed Jun 12, 2025 20:36 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 9,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-031024 · wk-form4_1749760569.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,620 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 |
| February 02, 2025 Filed Feb 4, 2025 23:50 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 5,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-003855 · wk-form4_1738713024.xml · derivative · entry 2 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,109 shares Expires 2025-02-02 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: The restricted stock units vested in full on February 2, 2025, the first anniversary of the date of grant. F2 · derivative.expiration_date: The restricted stock units vested in full on February 2, 2025, the first anniversary of the date of grant. Read SEC document |
| February 02, 2025 Filed Feb 4, 2025 23:50 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 5,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-003855 · wk-form4_1738713024.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,752 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 |
| June 07, 2024 Filed Jun 11, 2024 21:47 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 6,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-027710 · wk-form4_1718142449.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,643 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 grant or the date of the Company's next annual meeting of shareholders. Read SEC document |
| February 02, 2024 Filed Feb 7, 2024 00:53 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 5,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-003584 · wk-form4_1707267174.xml · derivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,109 Underlying: Common Stock · 5,109 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 first anniversary of the date of grant. F2 · derivative.expiration_date: The restricted stock units will vest in full on the first anniversary of the date of grant. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:49 UTC | Allergan plc AGN · Entity 149298 | Tax withholdingOrdinary Shares, par value $0.0001 | 953 | $147.00 | $140,091.00 |
DisclosureSEC source: 0001179110-19-005416 · edgar.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,081 F1 · balance_after: Includes restricted stock units issued pursuant to the 2013 Incentive Award Plan of Allergan plc. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 19:27 UTC | Allergan plc AGN · Entity 149298 | OtherOrdinary Shares, par value $0.0001 | 410 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-003785 · edgar.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,034 F1 · shares: In connection with the liquidation of the Reporting Person's interest in a mutual fund, 410 ordinary shares of Allergan plc were distributed to the Reporting Person for no consideration. F1 · price: In connection with the liquidation of the Reporting Person's interest in a mutual fund, 410 ordinary shares of Allergan plc were distributed to the Reporting Person for no consideration. F2 · balance_after: Includes restricted stock units issued pursuant to the 2013 Incentive Award Plan of Allergan plc. Read SEC document |
| May 02, 2018 Filed May 4, 2018 22:20 UTC | Allergan plc AGN · Entity 149298 | GrantOrdinary Shares, par value $0.0001 | 1,985 | $151.07 | $299,873.95 |
DisclosureSEC source: 0001179110-18-006355 · edgar.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,624 F1 · shares: These restricted stock units shall vest 100% on the earlier of (i) the day before the 2019 Annual General Meeting of Shareholders and (ii) May 2, 2019. F2 · balance_after: Includes restricted shares issued pursuant to the 2013 Incentive Award Plan of Allergan plc. Read SEC document |
| May 04, 2017 Filed May 5, 2017 22:33 UTC | Allergan plc AGN · Entity 149298 | GrantOrdinary Shares, par value $0.0001 | 1,223 | $245.25 | $299,940.75 |
DisclosureSEC source: 0001179110-17-006743 · edgar.xml · nonDerivative · entry 1 KLEMA CATHY · CIK 0001181157 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,639 F2 · shares: These restricted stock units shall vest 100% on the earlier of (i) the day before the 2018 Annual General Meeting of Shareholders or (ii) May 4, 2018. F1 · balance_after: Includes restricted shares issued pursuant to the 2013 Incentive Award Plan of Allergan plc. 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.