Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| OptimizeRx CorpOPRX · Entity 213 | Chief Revenue Officer | August 02, 2024 | August 05, 2024 |
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 02, 2024 · Filed August 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $10.49 · Expires 2027-08-02 | Direct | 18,677 |
Reported balance
After 2024-08-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-08-02 · Grant · Acquired 18,677 · Balance 18,677 F1: The Stock Option will vest 1/3 at the end of each anniversary from issuance. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2027-08-02 | Direct | 9,533 |
Reported balance
After 2024-08-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-08-02 · Grant · Acquired 9,533 · Balance 9,533 F2: Each restricted stock unit represents a contingent right to receive one share of 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The Stock Option will vest 1/3 at the end of each anniversary from issuance.
F2: Each restricted stock unit represents a contingent right to receive one share of 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.
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 |
|---|---|---|---|---|---|---|
| August 02, 2024 Filed Aug 5, 2024 17:22 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantRestricted Stock Units · Derivative | 9,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-034830 · wk-form4_1722892955.xml · derivative · entry 2 McCarthy Brian Clark · CIK 0002031237 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,533 Underlying: Common Stock · 9,533 shares Expires 2027-08-02 F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of 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 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 |
| August 02, 2024 Filed Aug 5, 2024 17:22 UTC | OptimizeRx Corp OPRX · Entity 213 | GrantStock Option · Derivative | 18,677 | $0.00 Strike: $10.49 | $0.00 |
DisclosureSEC source: 0001628280-24-034830 · wk-form4_1722892955.xml · derivative · entry 1 McCarthy Brian Clark · CIK 0002031237 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,677 Underlying: Common Stock · 18,677 shares Expires 2027-08-02 F1 · derivative.exercise_date: The Stock Option will vest 1/3 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.