Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Commercial Officer | May 15, 2026 | May 18, 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 May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,075 |
Ending reported balance
After 2026-05-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-15 · Tax withholding · Disposed 914 · Balance 71,954 F1: 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. Row 2 · 2026-05-15 · Tax withholding · Disposed 879 · Balance 71,075 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 20:44 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 879 | $5.21 | $4,579.59 |
DisclosureSEC source: 0001628280-26-036004 · wk-form4_1779137072.xml · nonDerivative · entry 2 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,075 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 |
| May 15, 2026 Filed May 18, 2026 20:44 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 914 | $5.21 | $4,761.94 |
DisclosureSEC source: 0001628280-26-036004 · wk-form4_1779137072.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,954 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 23, 2025 Filed Dec 23, 2025 21:55 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,420 | $12.74 | $18,090.80 |
DisclosureSEC source: 0001628280-25-058770 · wk-form4_1766526917.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,868 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 |
| November 01, 2025 Filed Nov 4, 2025 01:12 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,693 | $20.49 | $34,689.57 |
DisclosureSEC source: 0001628280-25-048472 · wk-form4_1762218771.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,288 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 21, 2025 Filed Aug 25, 2025 19:17 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 35,156 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001628280-25-041109 · wk-form4_1756149437.xml · derivative · entry 2 Greco Theresa · CIK 0001998771 · Chief Commercial 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 19:17 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041109 · wk-form4_1756149437.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,981 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 |
| May 15, 2025 Filed May 19, 2025 20:04 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 12,133 | $0.00 Strike: $10.65 | $0.00 |
DisclosureSEC source: 0001628280-25-026500 · wk-form4_1747685039.xml · derivative · entry 3 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,133 Underlying: Common Stock · 12,133 shares Expires 2028-05-15 F3 · derivative.exercise_date: The stock option vests in three equal annual installments beginning May 15, 2026, the first anniversary of the grant date. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:04 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 7,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026500 · wk-form4_1747685039.xml · nonDerivative · entry 2 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,356 F2 · price: 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 May 15, 2026, which is the first anniversary of the date of the grant. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:04 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 2,441 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026500 · wk-form4_1747685039.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,314 F1 · price: Grant of restricted stock units representing a contingent right to receive shares of OptimizeRx common stock. The restricted stock units will vest on May 15, 2026, which is the anniversary of the date of the grant. Read SEC document |
| December 23, 2024 Filed Dec 27, 2024 19:09 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 29,153 | $0.00 Strike: $4.83 | $0.00 |
DisclosureSEC source: 0001628280-24-052487 · wk-form4_1735326554.xml · derivative · entry 2 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,153 Underlying: Common Stock · 29,153 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 19:09 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 15,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052487 · wk-form4_1735326554.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,873 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 |
| November 01, 2024 Filed Nov 6, 2024 01:30 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,693 | $5.15 | $8,718.95 |
DisclosureSEC source: 0001628280-24-045424 · wk-form4_1730856605.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,345 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 |
| November 01, 2023 Filed Nov 3, 2023 14:49 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 35,758 | $0.00 Strike: $8.10 | $0.00 |
DisclosureSEC source: 0001628280-23-036588 · wk-form4_1699022942.xml · derivative · entry 2 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,758 Underlying: Common Stock · 35,758 shares Expires 2028-11-01 F2 · derivative.exercise_date: The stock option vests in three equal annual installments beginning November 1, 2024, the first anniversary of the grant date. Read SEC document |
| November 01, 2023 Filed Nov 3, 2023 14:49 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 18,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-036588 · wk-form4_1699022942.xml · nonDerivative · entry 1 Greco Theresa · CIK 0001998771 · Chief Commercial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,038 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 November 1, 2024, which is the first anniversary of the date of grant. 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.