OptimizeRx COO has 1,020 shares withheld for taxes

OptimizeRx Corp (OPRX) reported an insider transaction by Chief Operating Officer Brendan W. Merrell.

Rhea-AI Filing Summary

OptimizeRx Corp (OPRX) reported an insider transaction by Chief Operating Officer Brendan W. Merrell. On 2026-08-21, 1,020 shares of common stock were withheld at $7.71 per share to satisfy tax withholding obligations upon the vesting of restricted stock units. This withholding is treated as a disposition under Section 16, and Merrell now holds 25,187 shares of common stock directly.

Insider Trade Summary

Tax Withholding: 1,020 shares

Tax Withholding 1 txn

Insider Merrell Brendan W.

Role CHIEF OPERATING OFFICER

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock F1	1,020	$7.71	$8K

Holdings After Transaction: Common Stock — 25,187 shares (Direct)

Footnotes (1)

1. 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.

Key Figures

Shares withheld for tax: 1,020 shares Per-share value for withholding: $7.71 per share Shares held after transaction: 25,187 shares

3 metrics

Shares withheld for tax 1,020 shares Shares of OptimizeRx common stock withheld on 2026-08-21 to satisfy tax obligations upon RSU vesting

Per-share value for withholding $7.71 per share Value used for the 1,020 withheld shares in the tax-withholding disposition

Shares held after transaction 25,187 shares Directly owned OptimizeRx common shares by Brendan W. Merrell after the 2026-08-21 transaction

Key Terms

restricted stock units, beneficial owner, Section 16 of the Securities Exchange Act of 1934

3 terms

restricted stock units financial

"upon the vesting of restricted stock units to satisfy the Reporting Person's tax"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

beneficial owner financial

"admission ... the beneficial owner of any equity securities covered"

A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.

Section 16 of the Securities Exchange Act of 1934 regulatory

"treated as a disposition of securities under Section 16 of the Securities Exchange Act"

A provision of federal securities law that requires company insiders—directors, officers and large shareholders—to publicly report their stock holdings and trades and to surrender any “short-swing” profits from purchases and sales within a six-month window. It acts like a rule that forces leaders to announce their trades and prevents quick buy-sell windfalls, giving investors transparency into insider activity and reducing opportunities for unfair gain.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did OptimizeRx Corp (OPRX) report for Brendan W. Merrell?

OptimizeRx reported that COO Brendan W. Merrell had 1,020 shares of common stock withheld on 2026-08-21 to cover tax obligations upon RSU vesting. The event is reported as a disposition under Section 16 of the Exchange Act.

Was the OptimizeRx (OPRX) Form 4 transaction an open-market sale?

No. The 1,020-share disposition reported for OptimizeRx COO Brendan W. Merrell reflects shares withheld to satisfy tax withholding obligations on vesting restricted stock units, not an open-market sale.

At what price were Brendan W. Merrell’s OptimizeRx (OPRX) shares withheld?

The tax-withholding disposition for OptimizeRx COO Brendan W. Merrell involved 1,020 shares of common stock valued at $7.71 per share, as reported in the Form 4.

How many OptimizeRx (OPRX) shares does Brendan W. Merrell hold after this Form 4 transaction?

Following the tax-withholding disposition of 1,020 shares, OptimizeRx COO Brendan W. Merrell holds 25,187 shares of OptimizeRx common stock directly.

What was the purpose of the share withholding reported in OptimizeRx (OPRX)’s Form 4?

The 1,020 shares of OptimizeRx common stock were withheld upon the vesting of restricted stock units to satisfy Brendan W. Merrell’s tax withholding obligations, which is treated as a disposition under Section 16.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/24/2026 - 03:16 PM EDT Accepted by SEC EDGAR 08/24/2026 - 03:14 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Merrell Brendan W.

(Last) (First) (Middle)

C/O OPTIMIZERX CORPORATION

260 CHARLES STREET, SUITE 302

(Street)

WALTHAM MASSACHUSETTS 02453

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
OptimizeRx Corp [ OPRX ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CHIEF OPERATING OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/21/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/21/2026		F		1,020(1)	D	$7.71	25,187	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

Remarks:

The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person.

	/s/ Marion Odence-Ford, by Power of Attorney	08/24/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)