Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Product & Tech Officer | December 23, 2025 | December 23, 2025 |
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 December 23, 2025 · Filed December 23, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 66,876 |
Reported balance
After 2025-12-23 transaction · row 1
1 source rowRow 1 · 2025-12-23 · Tax withholding · Disposed 4,079 · Balance 66,876 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 |
|---|---|---|---|---|---|---|
| December 23, 2025 Filed Dec 23, 2025 16:53 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 4,079 | $12.74 | $51,966.46 |
DisclosureSEC source: 0001628280-25-058761 · wk-form4_1766526792.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,876 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 10:07 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 1,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058408 · wk-form4_1766416032.xml · derivative · entry 3 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,964 Underlying: Common Stock · 1,964 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 10:07 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 581 | $13.51 | $7,849.31 |
DisclosureSEC source: 0001628280-25-058408 · wk-form4_1766416032.xml · nonDerivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,955 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 10:07 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 1,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-058408 · wk-form4_1766416032.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,536 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 17:52 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 3,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044540 · wk-form4_1759873941.xml · derivative · entry 3 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,325 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 17:52 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 983 | $18.75 | $18,431.25 |
DisclosureSEC source: 0001628280-25-044540 · wk-form4_1759873941.xml · nonDerivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,572 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 17:52 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 3,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-044540 · wk-form4_1759873941.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,555 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 15:16 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 35,156 | $0.00 Strike: $16.14 | $0.00 |
DisclosureSEC source: 0001628280-25-041108 · wk-form4_1756149406.xml · derivative · entry 2 Besch Doug · CIK 0001947731 · Chief Prod & Tech 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 15:16 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 15,625 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041108 · wk-form4_1756149406.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Prod & Tech Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,230 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 |
| February 15, 2025 Filed Feb 20, 2025 13:39 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 1,386 | $6.64 | $9,203.04 |
DisclosureSEC source: 0001628280-25-006690 · wk-form4_1740076778.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,605 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 |
| December 23, 2024 Filed Dec 27, 2024 14:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 77,742 | $0.00 Strike: $4.83 | $0.00 |
DisclosureSEC source: 0001628280-24-052485 · wk-form4_1735326482.xml · derivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 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 14:08 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 41,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052485 · wk-form4_1735326482.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,991 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 19, 2024 Filed Dec 20, 2024 19:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 1,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · derivative · entry 3 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,928 Underlying: Common Stock · 1,964 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 20, 2024 19:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 577 | $4.75 | $2,740.75 |
DisclosureSEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · nonDerivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,583 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 20, 2024 19:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 1,964 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-052285 · wk-form4_1734742023.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,160 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 7, 2024 21:24 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · derivative · entry 3 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,325 Underlying: Common Stock · 3,324 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 7, 2024 21:24 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 976 | $7.83 | $7,642.08 |
DisclosureSEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · nonDerivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,196 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 |
| October 03, 2024 Filed Oct 7, 2024 21:24 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042474 · wk-form4_1728350639.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,172 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 10:18 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-017551 · wk-form4_1713968321.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,848 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 |
| December 19, 2023 Filed Feb 21, 2024 18:25 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 5,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-006021 · wk-form4_1708557934.xml · derivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,892 Underlying: Common Stock · 5,892 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 December 19, 2024, the first anniversary of the grant date. Read SEC document |
| December 19, 2023 Filed Feb 21, 2024 18:25 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 5,892 | $0.00 Strike: $12.73 | $0.00 |
DisclosureSEC source: 0001628280-24-006021 · wk-form4_1708557934.xml · derivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,892 Underlying: Common Stock · 5,892 shares Expires 2026-12-19 F1 · derivative.exercise_date: The stock option vests in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date. Read SEC document |
| October 03, 2023 Filed Oct 6, 2023 14:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionRestricted Stock Units · Derivative | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034058 · wk-form4_1696618016.xml · derivative · entry 3 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,649 Underlying: Common Stock · 3,324 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 14:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Tax withholdingCommon Stock | 976 | $7.06 | $6,890.56 |
DisclosureSEC source: 0001628280-23-034058 · wk-form4_1696618016.xml · nonDerivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,848 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 14:47 UTC | OptimizeRx Corp OPRX · Entity 213 | Exercise / conversionCommon Stock | 3,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-034058 · wk-form4_1696618016.xml · nonDerivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,824 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 13:14 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 19,527 | $0.00 Strike: $15.04 | $0.00 |
DisclosureSEC source: 0001628280-22-026030 · wf-form4_166499004681925.xml · derivative · entry 2 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,527 Underlying: Common Stock · 19,527 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 13:14 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 9,973 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-026030 · wf-form4_166499004681925.xml · derivative · entry 1 Besch Doug · CIK 0001947731 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,973 Underlying: Common Stock · 9,973 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.