Welcome to our dedicated page for Optimizerx SEC filings (Ticker: OPRX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
OptimizeRx Corporation filings document the public-company records of a Nevada healthcare technology issuer serving life sciences companies through HCP and patient engagement platforms. Its SEC disclosures include material-event reports on operating results, financing agreement amendments, share repurchase authorization, executive and board appointments, auditor changes, and related internal-control matters.
OptimizeRx proxy materials cover director elections, advisory executive compensation votes, equity incentive plan amendments, and auditor ratification. The filings also provide formal governance records for board composition, committee service, compensation arrangements, capital-structure actions, and risk-related disclosures tied to the company’s digital healthcare marketing operations.
OptimizeRx Corporation reported the results of its 2026 annual shareholder meeting. Shareholders approved Amendment No. 2 to the 2021 Equity Incentive Plan, increasing the shares of common stock available for awards by 1,000,000 to a total of 5,450,000 shares.
All seven director nominees were elected, and shareholders approved on an advisory basis the compensation of named executive officers. A separate proposal to add an evergreen provision to the equity plan was not approved. Shareholders also ratified Grant Thornton LLP as independent auditor for the year ending December 31, 2026. There were 18,765,075 common shares outstanding and entitled to vote as of April 10, 2026.
KLEMA CATHY reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Cathy Klema reported an equity grant of 34,517 restricted stock units (RSUs) tied to the company’s common stock. The RSUs were awarded on June 9, 2026 at no cash purchase price and represent a contingent right to receive shares.
The RSUs will vest in full on the earlier of the first anniversary of the grant date or the date of OptimizeRx’s next annual meeting of shareholders. Following this grant, Klema’s direct holdings reported in the filing total 56,137 shares of common stock. The transaction is characterized as a grant or award rather than an open-market buy or sell.
Lang James Paul reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director James Paul Lang reported an equity award of 34,517 shares of common stock. The filing describes this as a grant of restricted stock units, representing a contingent right to receive shares of OptimizeRx common stock at no purchase price.
The restricted stock units will vest in full on the earlier of the first anniversary of the grant date or the date of the company’s next annual meeting of shareholders. Following this award, Lang is reported as directly owning 433,837 shares of OptimizeRx common stock.
Presti Mariyamma Varghese reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Presti Mariyamma Varghese received a grant of 17,258 restricted stock units (RSUs) of common stock. The award was made at no cash cost per unit and increases her direct holdings to 30,318 shares after the transaction. The RSUs represent a contingent right to receive shares that will vest in full on the earlier of the first anniversary of the grant date or the date of OptimizeRx’s next annual meeting of shareholders.
Spangler Patrick D reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Patrick D. Spangler received an equity award of 34,517 shares of common stock in the form of restricted stock units. The units carry a contingent right to receive OptimizeRx common stock and will vest in full on the earlier of the first anniversary of the June 9, 2026 grant date or the company’s next annual meeting of shareholders. Following this grant, he directly owns 78,732 shares of common stock.
Vos Ellen O'Connor reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Ellen O'Connor Vos received an equity grant of 34,517 shares of common stock in the form of restricted stock units. The award was granted for no cash consideration as compensation and increases her direct holdings to 107,159 common shares.
The restricted stock units will vest in full on the earlier of the first anniversary of the grant date or the date of OptimizeRx's next annual meeting of shareholders, aligning her compensation with future company performance and shareholder timelines.
WASSON GREGORY D reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Gregory D. Wasson received an equity award of 34,517 restricted stock units (RSUs). These RSUs represent a contingent right to receive shares of OptimizeRx common stock as part of his director compensation, at no cash purchase price.
The RSUs will vest in full on the earlier of the first anniversary of the grant date or the date of the company’s next annual meeting of shareholders. After this grant, Wasson directly holds 91,700 shares of OptimizeRx common stock, reflecting his ongoing equity stake in the company.
Presti Mariyamma Varghese reported acquisition or exercise transactions in this Form 4 filing.
OptimizeRx Corp director Mariyamma Varghese Presti reported an award of equity-based compensation. She received 13,060 restricted stock units representing a contingent right to receive shares of OptimizeRx common stock, granted at no cash cost on May 1, 2026.
The restricted stock units will vest in full on the first anniversary of the grant date. Following this grant, the filing shows direct ownership of 13,060 shares or share equivalents tied to this award.
OptimizeRx Corporation reported that Chief Commercial Officer Theresa Greco will separate from the company effective June 15, 2026, transitioning into an advisory role for twelve months through June 15, 2027. On June 1, 2026, she and the company entered into a Separation and Advisory Agreement, which becomes effective June 9, 2026 if not revoked.
Ms. Greco will receive continuation of her $380,000 annual base salary for 12 months, a one-time cash bonus equal to her $209,000 annual bonus target, and reimbursement of COBRA premiums for health, dental, and vision coverage for up to 12 months. During the advisory period, her previously granted equity will continue to vest on the normal schedule, and she may receive a special bonus if a change in control occurs under a prior bonus agreement.
The agreement includes a general release of claims, a 12‑month non‑compete and non‑solicitation restrictions tied to a Business Protection Agreement, and requires her to comply with company policies while serving as an advisor.
OptimizeRx Corp Chief Commercial Officer Theresa Greco reported routine tax-related share dispositions. On May 15, 2026, the company withheld 879 and 914 shares of Common Stock at $5.21 per share to cover her tax obligations upon vesting of restricted stock units. The footnote explains these withholdings are treated as dispositions under Section 16 rules, but they were not open-market sales and reflect standard equity-compensation tax treatment.