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 is a Nevada-based digital healthcare technology company that helps life sciences brands reach physicians and patients through AI-enabled marketing solutions. Its Dynamic Audience Activation Platform and Micro-Neighborhood Targeting tools support targeted healthcare provider and direct-to-consumer campaigns across multiple digital channels.
The company operates a large point-of-care network integrated with electronic health record and e-prescribing platforms, but faces risks from customer concentration, regulatory changes in healthcare advertising and data privacy, cybersecurity threats, and a $40,000 term loan obtained in 2023. Management emphasizes balancing growth and profitability and expanding recurring, subscription-like revenue.
OptimizeRx Corporation extended its term loan maturity by two years to October 11, 2029, and allowed share repurchases of up to $10 million through March 15, 2027, while keeping a 1% premium in place through October 11, 2027.
For 2025, revenue grew 19% to $109.4 million, with fourth quarter revenue steady at $32.2 million. Gross profit rose to $73.6 million, and the company moved from a prior-year loss to GAAP net income of $5.1 million. Adjusted EBITDA more than doubled to $24.3 million.
Cash and cash equivalents increased to $23.4 million as of December 31, 2025, supported by $18.7 million of operating cash flow. The board authorized a new $10 million share repurchase program effective March 12, 2026, and 2026 guidance calls for revenue of $109–$114 million and adjusted EBITDA of $21–$25 million.
OptimizeRx Corporation extended its term loan maturity by two years to October 11, 2029, and allowed share repurchases of up to $10 million through March 15, 2027, while keeping a 1% premium in place through October 11, 2027.
For 2025, revenue grew 19% to $109.4 million, with fourth quarter revenue steady at $32.2 million. Gross profit rose to $73.6 million, and the company moved from a prior-year loss to GAAP net income of $5.1 million. Adjusted EBITDA more than doubled to $24.3 million.
Cash and cash equivalents increased to $23.4 million as of December 31, 2025, supported by $18.7 million of operating cash flow. The board authorized a new $10 million share repurchase program effective March 12, 2026, and 2026 guidance calls for revenue of $109–$114 million and adjusted EBITDA of $21–$25 million.
OptimizeRx Corp’s Chief Legal & Admin Officer, Marion Odence-Ford, reported routine equity compensation activity. On February 11, 2026, 4,000 restricted stock units converted into 4,000 shares of common stock on a one-for-one basis.
To cover tax withholding obligations, 1,386 common shares were withheld by the company at $9.23 per share and treated as a disposition for reporting purposes. After these transactions, Odence-Ford directly beneficially owned 91,936 shares of OptimizeRx common stock.
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.
OptimizeRx Corp's chief business officer reported a tax-related disposition of 868 shares of common stock, tied to the vesting of restricted stock units on 12/11/2025.
The issuer withheld these shares at a price of $14.03 per share to satisfy the officer's tax withholding obligations, which is treated as a disposition under Section 16 rules. After this transaction, the officer directly owns 45,438 shares of OptimizeRx common stock.
OptimizeRx (OPRX) reported insider equity awards for its Chief Operating Officer. On August 21, 2025, the officer received 10,417 restricted stock units at $0 and a stock option for 23,437 shares at an exercise price of $16.14. Both awards vest in three equal annual installments beginning August 21, 2026.
On October 3, 2025, 483 shares were withheld at $18.75 to satisfy tax obligations. Following the reported transactions, directly held common stock was 27,691 after the grant and 27,208 after the withholding.
OptimizeRx (OPRX) filed an initial statement of beneficial ownership for its Chief Operating Officer as of 08/21/2025. The reporting person beneficially owns 17,274 shares of common stock, including 10,900 shares underlying unvested RSUs that vest in scheduled installments beginning on 12/11/2025.
Derivative holdings include stock options for 9,764 shares at $15.04 expiring 10/03/2027, 2,946 shares at $12.73 expiring 12/19/2028, 13,723 shares at $4.94 expiring 12/11/2029, and 23,437 shares at $16.14 expiring 08/21/2030. Each option vests in three equal annual installments starting on the first anniversary of its grant date.
OptimizeRx Corp (OPRX) reported insider activity on Form 4 for its Chief Business Officer. The filing shows issuer tax withholdings (Transaction Code F) related to equity compensation. On 10/01/2025, 414 shares of common stock were withheld at $18.98. On 10/03/2025, 794 shares were withheld at $18.75. Following these transactions, the reporting person held 46,306 shares directly. The explanation states the shares were withheld by the issuer to satisfy tax obligations and are treated as dispositions under Section 16.
OptimizeRx (OPRX) reported stronger Q3 2025 results. Net revenue reached $26.067 million, up 22% year over year, as DTC and DAAP sales expanded. Gross margin improved to 67.2% from 63.1%, lifting operating income to $2.05 million versus an $8.56 million loss a year ago. Net income was $0.779 million ($0.04 diluted EPS).
For the first nine months, revenue rose 29% to $77.190 million and net income was $0.112 million, a turnaround from a $20.032 million loss in 2024. Interest expense declined alongside a lower average Term Loan balance. Operating cash flow increased to $11.627 million, and cash stood at $19.519 million.
Balance sheet health improved: total liabilities fell to $48.058 million and stockholders’ equity rose to $122.263 million. The Term Loan balance was $28.790 million at September 30, 2025, with a subsequent $2.0 million repayment on October 29 reducing it to $26.790 million. The company highlighted a 120% net revenue retention and continued margin benefits from solution and channel mix.
Common shares outstanding were 18,640,652 as of October 24, 2025.
OptimizeRx Corporation reported that it furnished a press release announcing financial results for the third quarter ended September 30, 2025. The press release is provided as Exhibit 99.1 and is incorporated by reference.
The company stated that the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act and therefore is not subject to Section 18 liabilities, nor incorporated into Securities Act or Exchange Act filings unless specifically referenced.
OptimizeRx’s common stock trades on the Nasdaq Capital Market under the symbol OPRX.