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OptimizeRx Corp (OPRX) insider RSU tax-share withholding reported

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

OptimizeRx Corp's chief operating officer reported an insider stock transaction involving company common shares. On December 11, 2025, 712 shares of common stock were withheld by the company upon the vesting of restricted stock units to satisfy the officer's tax withholding obligations, at a price of $14.03 per share. This is treated under securities rules as a disposition even though it reflects tax withholding rather than an open-market sale.

After this transaction, the officer beneficially owned 26,496 shares of OptimizeRx common stock in direct form. The statement also notes that it should not be construed as an admission of beneficial ownership or that the filing was legally required.

Positive

  • None.

Negative

  • None.
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 MA 02453

(City) (State) (Zip)
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
3. Date of Earliest Transaction (Month/Day/Year)
12/11/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 12/11/2025 F 712(1) D $14.03 26,496 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 12/16/2025
** 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.

FAQ

What insider stock transaction did OptimizeRx (OPRX) report for its COO?

The filing shows that OptimizeRx's chief operating officer had 712 shares of common stock withheld on December 11, 2025 when restricted stock units vested, to cover tax withholding obligations.

Why were 712 OptimizeRx (OPRX) shares treated as disposed of?

The 712 shares were withheld by the issuer upon the vesting of restricted stock units to satisfy the reporting person's tax withholding obligations, which is treated as a disposition under Section 16.

At what price were the withheld OptimizeRx (OPRX) shares valued?

The common stock shares withheld for taxes were reported at a price of $14.03 per share.

How many OptimizeRx (OPRX) shares does the officer own after this transaction?

Following the reported tax-withholding transaction, the officer beneficially owned 26,496 shares of OptimizeRx common stock, held directly.

Does the OptimizeRx (OPRX) insider filing admit beneficial ownership of all reported shares?

No. The statement explicitly says it should not be construed as an admission that the person is the beneficial owner of any equity securities covered or that the filing was legally required.

Were any derivative securities reported in this OptimizeRx (OPRX) insider filing?

The section for derivative securities was included, but no specific derivative transactions were reported in the provided content.

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Health Information Services
Services-business Services, Nec
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United States
WALTHAM