OPRX on Nasdaq
OptimizeRx Corp
In its 2026 annual report the company says: “OptimizeRx is a leading digital healthcare technology company that is redefining how life sciences brands engage with, market their services and products to, and support patients and healthcare providers. We leverage our proprietary technology solutions and partnerships to help our clients develop and execute highly individualized and targeted marketing campaigns to drive physician and patient engagement and to enhance patient care.”4 It is headquartered in Waltham, Massachusetts.1 Its shares trade on Nasdaq under the symbol OPRX.1
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Last updated Oct 21, 2026.
Overview
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- TickerOPRX on Nasdaq1
- IndustryServices-Business Services, NEC1
- HeadquartersWaltham, Massachusetts1
- Incorporated inNV2
- Business address260 Charles Street, Suite 302, Waltham, Ma 024532
- Filer categoryNon-accelerated filer, Smaller reporting company2
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OptimizeRx is a leading digital healthcare technology company that is redefining how life sciences brands engage with, market their services and products to, and support patients and healthcare providers. We leverage our proprietary technology solutions and partnerships to help our clients develop and execute highly individualized and targeted marketing campaigns to drive physician and patient engagement and to enhance patient care. OptimizeRx is a Nevada corporation and was founded in 2006 in Rochester, Michigan, as a healthcare technology company delivering various types of messages to target audiences, including coupons and co-pays directly to physicians and pharmacists through electronic health record (“EHR”) systems and ePrescribing (“eRx”) platforms. Over time, the demand for different types of communication and marketing solutions among life sciences organizations, healthcare prof…4 From its latest annual report
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Life Science Companies brought in 100% of the revenue OptimizeRx Corp broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2024 | 2025 |
|---|---|---|
| Life Science Companies | $85.5M | $109.2M |
| Other Revenue | $6.7M | $215.0K |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Cost of revenue33¢$35.8M
- Other costs61¢$66.6M
- Income tax2¢$1.8M
- Profit5¢$5.1M
Out of $109.4M in revenue.5
Where each dollar of operating cash went, fiscal 2025
- Capital spending0¢$58.0K
- Kept or used elsewhere100¢$18.7M
Out of $18.7M of cash from operations.5
Financial statements
Every line of the income statement as filed: the last 2 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net revenue | $109.4M | $92.1M |
| Cost of revenues, exclusive of depreciation and amortization presented separately below | $35.8M | $32.7M |
| Gross profit | $73.6M | $59.4M |
| Stock-based compensation | $7.0M | $11.5M |
| Impairment charges | $368.0K | $7.5M |
| Depreciation and amortization | $4.3M | $4.3M |
| Other general and administrative expenses | $50.2M | $49.8M |
| Total operating expenses | $61.9M | $73.1M |
| Income (loss) from operations | $11.7M | -$13.7M |
| Interest expense | -$5.3M | -$6.2M |
| Other income | $198.0K | $152.0K |
| Interest income | $353.0K | $329.0K |
| Total other expenses, net | -$4.7M | -$5.7M |
| Income (loss) before provision for income taxes | $7.0M | -$19.4M |
| Income tax expense | -$1.8M | -$725.0K |
| Net income (loss) | $5.1M | -$20.1M |
| Weighted average number of shares outstanding basic (in shares) | 18.6M shares | 18.3M shares |
| Weighted average number of shares outstanding diluted (in shares) | 19.0M shares | 18.3M shares |
| Income (loss) per share basic (in dollars per share) | $0.28 | -$1.10 |
| Income (loss) per share diluted (in dollars per share) | $0.27 | -$1.10 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.5
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $23.4M | $13.4M | |
| Accounts receivable, net of allowance for credit losses of $260 and $335 at December 31, 2025 and 2024, respectively | $37.8M | $38.2M | |
| Taxes receivable | $752.0K | $0 | |
| Prepaid expenses and other | $2.8M | $2.4M | |
| Total current assets | $64.7M | $54.0M | |
| Property and equipment, net | $106.0K | $150.0K | |
| Goodwill | $70.9M | $70.9M | $78.4M |
| Patent rights, net | $4.6M | $5.5M | |
| Technology assets, net | $6.9M | $8.2M | |
| Tradename and customer relationships, net | $29.3M | $31.8M | |
| Operating lease right-of-use assets | $404.0K | $366.0K | |
| Security deposits and other assets | $28.0K | $296.0K | |
| Total other assets | $112.1M | $117.0M | |
| TOTAL ASSETS | $176.9M | $171.2M | |
| Current portion of long-term debt | $4.3M | $2.0M | |
| Accounts payable | $1.6M | $2.2M | |
| Accrued expenses | $11.6M | $8.5M | |
| Revenue share payable | $3.1M | $5.1M | |
| Taxes payable | $0 | $318.0K | |
| Current portion of lease liabilities | $193.0K | $168.0K | |
| Deferred revenue | $503.0K | $473.0K | $172.0K |
| Total current liabilities | $21.3M | $18.7M | |
| Long-term debt, net | $21.4M | $30.8M | |
| Lease liabilities, net of current portion | $234.0K | $209.0K | |
| Deferred tax liabilities, net | $5.7M | $4.5M | |
| Total liabilities | $48.6M | $54.2M | |
| Preferred stock, $0.001 par value, 10,000,000 shares authorized, none issued and outstanding at December 31, 2025 and 2024, respectively | $0 | $0 | |
| Common stock, $0.001 par value, 166,666,667 shares authorized, 20,500,986 and 20,194,697 shares issued at December 31, 2025 and 2024, respectively | $20.0K | $20.0K | |
| Treasury stock, $0.001 par value,$1,741,397 shares purchased at December 31, 2025 and 2024 | -$2.0K | -$2.0K | |
| Additional paid-in-capital | $207.5M | $201.3M | |
| Accumulated deficit | -$79.2M | -$84.4M | |
| Total stockholders equity | $128.3M | $117.0M | $126.6M |
| TOTAL LIABILITIES AND STOCKHOLDERS EQUITY | $176.9M | $171.2M | |
| Allowance for doubtful accounts | $260.0K | $335.0K | $239.0K |
| Preferred stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 166.7M shares | 166.7M shares | |
| Common stock, shares issued (in shares) | 20.5M shares | 20.2M shares | |
| Treasury stock, par value (in dollars per share) | $0 | $0 | |
| Treasury stock (in shares) | 1.7M shares | 1.7M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $23.4M | $13.4M | |
| Accounts receivable, net of allowance for credit losses of $260 and $335 at December 31, 2025 and 2024, respectively | $37.8M | $38.2M | |
| Taxes receivable | $752.0K | $0 | |
| Prepaid expenses and other | $2.8M | $2.4M | |
| Total current assets | $64.7M | $54.0M | |
| Property and equipment, net | $106.0K | $150.0K | |
| Goodwill | $70.9M | $70.9M | $78.4M |
| Patent rights, net | $4.6M | $5.5M | |
| Technology assets, net | $6.9M | $8.2M | |
| Tradename and customer relationships, net | $29.3M | $31.8M | |
| Operating lease right-of-use assets | $404.0K | $366.0K | |
| Security deposits and other assets | $28.0K | $296.0K | |
| Total other assets | $112.1M | $117.0M | |
| TOTAL ASSETS | $176.9M | $171.2M | |
| Current portion of long-term debt | $4.3M | $2.0M | |
| Accounts payable | $1.6M | $2.2M | |
| Accrued expenses | $11.6M | $8.5M | |
| Revenue share payable | $3.1M | $5.1M | |
| Taxes payable | $0 | $318.0K | |
| Current portion of lease liabilities | $193.0K | $168.0K | |
| Deferred revenue | $503.0K | $473.0K | $172.0K |
| Total current liabilities | $21.3M | $18.7M | |
| Long-term debt, net | $21.4M | $30.8M | |
| Lease liabilities, net of current portion | $234.0K | $209.0K | |
| Deferred tax liabilities, net | $5.7M | $4.5M | |
| Total liabilities | $48.6M | $54.2M | |
| Preferred stock, $0.001 par value, 10,000,000 shares authorized, none issued and outstanding at December 31, 2025 and 2024, respectively | $0 | $0 | |
| Common stock, $0.001 par value, 166,666,667 shares authorized, 20,500,986 and 20,194,697 shares issued at December 31, 2025 and 2024, respectively | $20.0K | $20.0K | |
| Treasury stock, $0.001 par value,$1,741,397 shares purchased at December 31, 2025 and 2024 | -$2.0K | -$2.0K | |
| Additional paid-in-capital | $207.5M | $201.3M | |
| Accumulated deficit | -$79.2M | -$84.4M | |
| Total stockholders equity | $128.3M | $117.0M | $126.6M |
| TOTAL LIABILITIES AND STOCKHOLDERS EQUITY | $176.9M | $171.2M | |
| Allowance for doubtful accounts | $260.0K | $335.0K | $239.0K |
| Preferred stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 166.7M shares | 166.7M shares | |
| Common stock, shares issued (in shares) | 20.5M shares | 20.2M shares | |
| Treasury stock, par value (in dollars per share) | $0 | $0 | |
| Treasury stock (in shares) | 1.7M shares | 1.7M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.5
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net income (loss) | $5.1M | -$20.1M |
| Depreciation and amortization | $4.3M | $4.3M |
| Impairment charges | $368.0K | $7.5M |
| Bad debt expense | $0 | $208.0K |
| Stock-based compensation | $7.0M | $11.5M |
| Amortization of debt issuance costs | $1.1M | $835.0K |
| Accounts receivable | $460.0K | -$2.2M |
| Prepaid expenses and other assets | -$467.0K | $811.0K |
| Accounts payable | -$520.0K | -$72.0K |
| Revenue share payable | -$2.0M | -$453.0K |
| Accrued expenses and other liabilities | $3.4M | $1.1M |
| Operating lease liabilities | $12.0K | $0 |
| Taxes receivable and payable | -$1.1M | $0 |
| Deferred tax liabilities | $1.2M | $1.4M |
| Deferred loan fees | -$250.0K | -$250.0K |
| Deferred revenue | $30.0K | $301.0K |
| NET CASH PROVIDED BY OPERATING ACTIVITIES | $18.7M | $4.9M |
| Purchases of property and equipment | -$58.0K | -$112.0K |
| Capitalized software development costs | $126.0K | -$338.0K |
| NET CASH PROVIDED BY (USED IN) INVESTING ACTIVITIES | $68.0K | -$450.0K |
| Repayment of long-term debt | -$8.0M | -$4.0M |
| Cash paid for employee withholding taxes related to the vesting of restricted stock units | -$1.1M | -$911.0K |
| Proceeds from exercise of stock options, net of cash paid for withholding taxes | $352.0K | $0 |
| NET CASH USED IN FINANCING ACTIVITIES | -$8.8M | -$4.9M |
| NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS | $10.0M | -$472.0K |
| Cash paid for interest | $4.2M | $6.2M |
| Cash paid for income taxes | $1.8M | $161.0K |
No quarter-by-quarter statement was filed.
Corporate structure
OptimizeRx Corp sits at the top of its group. 3 entities, 3 countries on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of OptimizeRx Corp
- KENNEDY CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on OptimizeRx Corp, latest Aug 14, 2026
- BlackRock Filed SCHEDULE 13G/A on OptimizeRx Corp, latest Jul 29, 2026 (8 filings since Nov 10, 2021)
- ROYCE & ASSOCIATES LP Filed SCHEDULE 13G on OptimizeRx Corp, latest Jul 22, 2026 (3 filings since Jan 28, 2025)
- VANGUARD GROUP INC Filed SCHEDULE 13G/A on OptimizeRx Corp, latest Mar 27, 2026 (6 filings since Feb 10, 2022)
- Whetstone Capital Advisors, LLC Filed SCHEDULE 13D/A on OptimizeRx Corp, latest Apr 21, 2025 (3 filings since Feb 5, 2025)
- Samjo Management, LLC Filed SCHEDULE 13G/A on OptimizeRx Corp, latest Feb 13, 2025 (2 filings since Nov 13, 2024)
- First Light Asset Management, LLC Filed SCHEDULE 13G/A on OptimizeRx Corp, latest Jan 8, 2025 (4 filings since Jun 9, 2023)
- AWM Investment Company, Inc. Filed SC 13G/A on OptimizeRx Corp, latest Dec 6, 2024 (2 filings since Nov 14, 2024)
- Divisadero Street Capital Management, LP Filed SC 13G/A on OptimizeRx Corp, latest Nov 14, 2024 (2 filings since Dec 29, 2023)
- Michael Weintraub Filed SC 13G on OptimizeRx Corp, latest Nov 28, 2023
- BLAIR WILLIAM & CO/IL Filed SC 13G/A on OptimizeRx Corp, latest Feb 11, 2022
- OptimizeRx Corp Waltham, Massachusetts
- Cyberdiet, a controlled foreign corporation located in Subsidiary · Israel
- OptimizeRx, d.o.o. (formerly known as CareSpeak Communications, d.o.o.), a controlled foreign corporation located in Subsidiary · Croatia
Built from subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.
What it owns
What OptimizeRx Corp reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.
Property and equipment
| Item | Latest | A year before | Change |
|---|---|---|---|
| Computer equipment and software | $397.0K9 Dec 31, 2024 | $407.0K9 Dec 31, 2023 | −2.5% |
| Property and equipment, before depreciation | $457.0K5 Dec 31, 2025 | $408.0K5 Dec 31, 2024 | +12.0% |
| Accumulated depreciation | $351.0K5 Dec 31, 2025 | $258.0K5 Dec 31, 2024 | +36.0% |
| Property and equipment, net | $106.0K5 Dec 31, 2025 | $150.0K5 Dec 31, 2024 | −29.3% |
| Operating-lease assets (leased space) | $404.0K5 Dec 31, 2025 | $366.0K5 Dec 31, 2024 | +10.4% |
Investments
| Item | Latest | A year before | Change |
|---|---|---|---|
| Cash and cash equivalents | $23.4M5 Dec 31, 2025 | $13.4M5 Dec 31, 2024 | +74.6% |
| Marketable securities, current | $05 Dec 31, 2025 | $05 Dec 31, 2024 |
Intangibles and goodwill
| Item | Latest | A year before | Change |
|---|---|---|---|
| Goodwill | $70.9M5 Dec 31, 2025 | $70.9M5 Dec 31, 2024 | 0% |
| Finite-lived intangibles, gross | $52.4M5 Dec 31, 2025 | $53.0M5 Dec 31, 2024 | −1.1% |
| Accumulated amortization | $11.6M5 Dec 31, 2025 | $7.5M5 Dec 31, 2024 | +55.1% |
| Finite-lived intangibles, net | $40.8M5 Dec 31, 2025 | $45.5M5 Dec 31, 2024 | −10.4% |
Properties, in its own words
Currently, we do not own any real estate. As of December 31, 2025, we had operating leases for office space in four multi-tenant facilities. The leases include office spaces in Waltham, Massachusetts, Clarkston, Michigan, Scottsdale, Arizona, and Zagreb, Croatia. Our principal executive offices are located at 260 Charles Street, Waltham, Massachusetts 02453.
The lease in Waltham, Massachusetts expires July 31, 2026, and has a monthly rent with escalating payments of $5.8 to $6.8. The lease in Clarkston, Michigan expires November 30, 2027, and has a monthly rent of $2.5. The lease in Scottsdale, Arizona expires July 31, 2028, and has a monthly rent with escalating payments of $7.9 to $8.5. The lease in Zagreb, Croatia expires on June 30, 2028, but grants the tenant the option to terminate the lease with 30-day notice before each lease anniversary, and has a monthly rent of approximately $3.3.
Item 2 of the 10-K filed Mar 12, 2026.4
Leadership
Who has led OptimizeRx Corp, and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
- Chief executive officerStephen L. Silvestro Aug 25, 2025 to now13
- Chief executive officerWilliam J. Febbo Feb 25, 2016 to Feb 20, 202514
- Chief executive officerDavid Harrell Jun 1, 2011 to Jun 26, 201515
- Chief executive officerDavid Lester Jun 22, 2009 to Jun 1, 201116
- ChairDavid Lester Apr 21, 2010 to Apr 21, 201017
- ChairDavid Harrell Jun 22, 2009 to Sep 27, 201018
- PresidentMiriam J. Paramore Aug 10, 2017 to Dec 3, 202119
- PresidentDavid Harrell Jun 1, 2011 to Jun 1, 201115
- PresidentDavid Lester Jun 1, 2011 to Jun 1, 201120
- Chief financial officerEdward Stelmakh Oct 12, 2021 to now21
- Chief financial officerDouglas P. Baker May 22, 2014 to Oct 5, 202122
- Chief operating officerBrendan W. Merrell Nov 10, 2025 to now23
- Chief operating officerEdward Stelmakh Oct 12, 2021 to Nov 10, 202521
- Chief operating officerDavid Lester Jan 28, 2014 to May 22, 201424
Board members and other officers (27)
- Chief Business OfficerAndrew J. D'Silva Oct 7, 2025 to now25
- Chief Finance & Strat OfficerEdward Stelmakh Oct 7, 2025 to now26
- Chief Revenue OfficerBrian Clark McCarthy Aug 5, 2024 to Aug 5, 202427
- Chief Commercial OfficerTheresa Greco Oct 30, 2023 to now28
- Chief Product OfficerDoug Besch Oct 3, 2022 to now29
- Chief Technology OfficerTodd Inman May 7, 2021 to Mar 3, 202330
- RESIDENTMiriam J. Paramore Mar 29, 2019 to Nov 3, 202131
- CHIEF COMMERCIAL OFFICERStephen L. Silvestro May 3, 2019 to now32
- SVP of Product & StrategyPatrick D. Spangler Mar 29, 2018 to Mar 29, 201833
- SVP of Business DevelopmentJames M. Brooks Jan 20, 2016 to Jun 9, 201634
- Sr. VP of Product & StrategyBrian J. Dillon Jul 6, 2016 to Jul 29, 201635
- Vice PresidentDavid Harrell Apr 21, 2010 to Apr 21, 201036
- Vice PresidentTerrence Hamilton Jun 22, 2009 to Mar 29, 201937
- Board memberMariyamma Varghese Presti Apr 22, 2026 to now38
- Board memberCathy Klema Feb 2, 2024 to now39
- Board memberPatrick D. Spangler Mar 29, 2018 to now33
- Board memberBryan Archambault Apr 3, 2018 to Apr 3, 201840
- Board memberWilliam J. Febbo Jun 10, 2016 to Feb 20, 202541
- Board memberEllen O'Connor Vos Oct 8, 2015 to now42
- Board memberGus D. Halas Aug 13, 2014 to Jun 11, 202443
- Board memberJack T. Pinney Aug 26, 2014 to Jan 12, 201844
- Board memberDavid Harrell Apr 21, 2010 to Jun 2, 201736
- Board memberShadron L. Stastney Nov 19, 2010 to Nov 19, 201045
- Board memberDavid Lester Jun 22, 2009 to May 22, 201416
- Board memberTerrence Hamilton Jun 22, 2009 to Jun 26, 201537
- Board memberThomas Majerowicz Jun 22, 2009 to Jun 22, 200946
- General counselMarion Odence-Ford Feb 11, 2021 to now47
Subsidiaries and ownership
Subsidiaries (Exhibit 21)
- Cyberdiet, a controlled foreign corporation located in Israel3
- OptimizeRx, d.o.o. (formerly known as CareSpeak Communications, d.o.o.), a controlled foreign corporation located in Croatia3
The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.
Timeline
- Aug 12, 20268-K Results of operations; Executive or director change; Regulation FD disclosure48
- Jun 12, 20268-K Executive or director change; Shareholder vote49
- Jun 5, 20268-K Executive or director change50
- May 12, 20268-K Entered a material agreement; Ended a material agreement; Results of operations51
- Apr 9, 20268-K Executive or director change; Regulation FD disclosure52
- Mar 30, 20268-K Change of auditor53
- Mar 5, 20268-K Entered a material agreement; Results of operations; Other events54
- Nov 6, 20258-K Results of operations55
- Aug 25, 2025New chief executive Stephen L. Silvestro becomes CEO13
- Aug 19, 20258-K Executive or director change; Regulation FD disclosure56
- Aug 7, 20258-K Results of operations57
- Jun 24, 20258-K Executive or director change; Regulation FD disclosure58
- Jun 16, 20258-K Shareholder vote59
- Feb 25, 2016New chief executive William J. Febbo becomes CEO14
- Jun 1, 2011New chief executive David Harrell becomes CEO15
- Jun 22, 2009New chief executive David Lester becomes CEO16
Calendar
Coming up
- Nov 5, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $0.10 a share, on Nov 6, 2025.60
When it reported results
- Aug 12, 2026Reported quarterly or annual results48
- May 12, 2026Reported quarterly or annual results51
- Mar 5, 2026Reported quarterly or annual results54
- Nov 6, 2025Reported quarterly or annual results55
- Aug 7, 2025Reported quarterly or annual results57
- May 12, 2025Reported quarterly or annual results61
- Mar 12, 2025Reported quarterly or annual results62
- Nov 13, 2024Reported quarterly or annual results63
Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar
Filings
338 filings to the SEC since October 2021: 6 annual reports, 18 quarterly reports, 50 major events, 209 insider forms, 33 large holders, 22 other. The latest 20:
- Oct 2, 20264 EDGAR
- Sep 2, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 20, 2026S-8 REGISTRATION STATEMENT EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 13, 202610-Q EDGAR
- Aug 12, 20268-K EDGAR
- Jul 29, 2026SCHEDULE 13G/A EDGAR
- Jul 22, 2026SCHEDULE 13G EDGAR
- Jun 12, 20268-K CURRENT REPORT EDGAR
- Jun 10, 20264 EDGAR
- Jun 10, 20264 EDGAR
The 338 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last five years, summarized. The full record is on SEC EDGAR.
Insider trades
26 open-market trades by officers, directors and large owners since October 2021: 9 buys and 17 sales. Grants, option exercises and gifts are left out.
| Date | Who | Trade | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| Dec 19, 2025 | Stelmakh EdwardChief Finance & Strat Officer | Sale | 1,388 | $13.51 | $18.8K | Form 4 |
| Oct 3, 2025 | Silvestro Stephen LChief Executive Officer | Sale | 1,620 | $18.75 | $30.4K | Form 4 |
| Aug 28, 2025 | Spangler Patrick DDirector | Sale | 11,120 | $17.49 | $194.5K | Form 4 |
| Mar 14, 2025 | Lang James PaulDirector | Buy | 321,408 | $7.60 | $2.4M | Form 4 |
| Dec 12, 2024 | FEBBO WILLIAM JCEO | Buy | 20,000 | $5.01 | $100.2K | Form 4 |
| Jan 9, 2024 | Odence-Ford MarionChief Legal & Admin Officer | Sale | 4,000 | $15.19 | $60.8K | Form 4 |
| Aug 26, 2022 | Odence-Ford MarionChief Legal & Admin Officer | Buy | 1,000 | $15.75 | $15.8K | Form 4 |
| Aug 22, 2022 | FEBBO WILLIAM JCEO | Buy | 10,700 | $15.29 | $163.6K | Form 4 |
| Aug 19, 2022 | Lang James PaulDirector | Buy | 6,000 | $16.45 | $98.7K | Form 4 |
| Aug 19, 2022 | FEBBO WILLIAM JCEO | Buy | 5,400 | $16.18 | $87.4K | Form 4 |
| Aug 16, 2022 | Silvestro Stephen LChief Executive Officer | Buy | 3,200 | $15.66 | $50.1K | Form 4 |
| Aug 16, 2022 | Vos Ellen O'ConnorDirector | Buy | 500 | $15.91 | $8.0K | Form 4 |
| Aug 15, 2022 | Stelmakh EdwardChief Finance & Strat Officer | Buy | 3,000 | $15.43 | $46.3K | Form 4 |
| Feb 18, 2022 | FEBBO WILLIAM JCEO | Sale | 16,666 | $43.73 | $728.8K | Form 4 |
| Jan 18, 2022 | FEBBO WILLIAM JCEO | Sale | 16,666 | $47.27 | $787.8K | Form 4 |
| Dec 17, 2021 | Silvestro Stephen LChief Executive Officer | Sale | 13,241 | $54.87 | $726.5K | Form 4 |
| Dec 15, 2021 | FEBBO WILLIAM JCEO | Sale | 16,666 | $54.55 | $909.1K | Form 4 |
| Dec 2, 2021 | Paramore Miriam JPRESIDENT AND CSO | Sale | 3,558 | $61.48 | $218.7K | Form 4 |
| Nov 17, 2021 | Silvestro Stephen LChief Executive Officer | Sale | 13,241 | $73.98 | $979.6K | Form 4 |
| Nov 15, 2021 | FEBBO WILLIAM JCEO | Sale | 16,666 | $82.18 | $1.4M | Form 4 |
All 26 trades can be filtered by person here when JavaScript is on.
From Forms 4 filed with the SEC.
Major holders
Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.
- KENNEDY CAPITAL MANAGEMENT LLCSCHEDULE 13G, 1 filing Aug 14, 202664
- BlackRockSCHEDULE 13G/A, 8 filings Nov 10, 2021 to Jul 29, 202665
- ROYCE & ASSOCIATES LPSCHEDULE 13G, 3 filings Jan 28, 2025 to Jul 22, 202666
- VANGUARD GROUP INCSCHEDULE 13G/A, 6 filings Feb 10, 2022 to Mar 27, 202667
- Whetstone Capital Advisors, LLCSCHEDULE 13D/A, 3 filings Feb 5, 2025 to Apr 21, 202568
- Samjo Management, LLCSCHEDULE 13G/A, 2 filings Nov 13, 2024 to Feb 13, 202569
- First Light Asset Management, LLCSCHEDULE 13G/A, 4 filings Jun 9, 2023 to Jan 8, 202570
- AWM Investment Company, Inc.SC 13G/A, 2 filings Nov 14, 2024 to Dec 6, 202471
- Divisadero Street Capital Management, LPSC 13G/A, 2 filings Dec 29, 2023 to Nov 14, 202472
- Michael WeintraubSC 13G, 1 filing Nov 28, 202373
- BLAIR WILLIAM & CO/ILSC 13G/A, 1 filing Feb 11, 202274
Executive pay
What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.
| Year | Executive | Age | Salary | Total pay |
|---|---|---|---|---|
| 2025 | Stephen SilvestroChief Executive Officer | 48 | $500.0K | $2.7M75 |
| 2025 | Theresa GrecoChief Commercial Officer | $367.5K | $1.5M75 | |
| 2025 | Edward StelmakhChief Financial & Strategy Officer | $450.0K | $1.5M75 | |
| 2024 | Edward StelmakhChief Financial & Strategy Officer | $425.0K | $1.0M75 | |
| 2024 | Stephen SilvestroChief Executive Officer | 48 | $400.0K | $973.1K75 |
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $8.6M | 2.3% | No change |
| Royce & Associates LP | 1,089,398 | $6.2M | 0.1% | +201,368 |
| Vanguard Capital Management LLC | 699,604 | $4.0M | 0.0% | +14,155 |
| Kennedy Capital Management LLC | 644,150 | $3.7M | 0.1% | −12,108 |
| Rice Hall James & Associates, LLC | 633,842 | $3.6M | 0.2% | +31,921 |
| Blair William & Co/il | 607,925 | $3.5M | 0.0% | −7,067 |
| Aqr Capital Management LLC | 583,956 | $3.3M | 0.0% | +369,002 |
| Dimensional Fund Advisors LP | 477,687 | $2.7M | 0.0% | −85,883 |
| BlackRock, Inc. | 445,382 | $2.5M | 0.0% | −718,119 |
| Parkman Healthcare Partners LLC | 350,347 | $2.0M | 0.2% | −379,022 |
| AWM Investment Company, Inc. | 240,421 | $1.4M | 0.1% | +10,000 |
| Geode Capital Management, LLC | 207,345 | $1.2M | 0.0% | −184,784 |
| Vanguard Portfolio Management LLC | 169,538 | $969.8K | 0.0% | −161,499 |
| Renaissance Technologies LLC | 167,700 | $959.2K | 0.0% | −49,156 |
| Marshall Wace, Llp | 162,186 | $927.7K | 0.0% | +130,900 |
| P.a.w. Capital Corp | 160,000 | $915.2K | 0.7% | +70,000 |
| Citadel Advisors LLC | 157,992 | $903.7K | 0.0% | New |
| Morgan Stanley | 156,314 | $894.1K | 0.0% | +79,946 |
| Mink Brook Asset Management LLC | 141,235 | $807.9K | 0.4% | New |
| D. E. Shaw & Co., Inc. | 138,084 | $789.8K | 0.0% | −4,839 |
| Jane Street Group, LLC | 122,086 | $698.3K | 0.0% | New |
| Goldman Sachs Group Inc | 105,037 | $600.8K | 0.0% | −253,406 |
| Quantinno Capital Management LP | 99,124 | $567.0K | 0.0% | +50,102 |
| Vanguard Fiduciary Trust Co | 97,999 | $560.6K | 0.0% | −13,130 |
| Trexquant Investment LP | 89,666 | $512.9K | 0.0% | −47,208 |
13F reports cover disclosed long positions in U.S. stocks only.
SEC filer profile
How OptimizeRx Corp is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.
- Name on EDGAROptimizeRx Corp1
- CIK0001448431
- Employer ID (EIN)26-12653814
- Filer statusNon-accelerated filer not an emerging growth company; a smaller reporting company; not a shell company4
- Incorporated inNevada4
- Fiscal year endsDecember 311
- Industry code (SIC)7389 Services-Business Services, NEC1
- SEC reviewing officeOffice of Trade & Services, Division of Corporation Finance1
- Business address260 Charles Street, Suite 302, Waltham, MA 024531
- Phone248-651-65581
- Shares outstanding18,835,951 as of Jul 30, 202612
- Public float$240.9M as of Jun 30, 20254
- AuditorUHY LLP, Sterling Heights, Michigan PCAOB ID 1195; no auditor attestation of internal control over financial reporting4
- On EDGAR sinceNov 12, 20081
- Filings1,047 in all: 4 (401), 8-K (322), 10-Q (53), 3 (32), SC 13G/A (25), SC 13G (24), 10-K (18), CORRESP (16)1
All 42 form types
SC 13D/A (13), 4/A (11), UPLOAD (11), 8-K/A (9), EFFECT (9), S-1/A (9), DEF 14A (8), S-8 (8), 424B3 (6), 424B5 (6), SC 13D (6), SCHEDULE 13G/A (6), 144 (5), NT 10-Q (5), S-1 (5), 10-Q/A (4), D (4), SCHEDULE 13G (4), 10-K/A (3), ARS (3), NT 10-K (3), DEFA14A (2), POS AM (2), S-3 (2), S-8 POS (2), SCHEDULE 13D/A (2), 8-A12B (1), 8-A12G (1), CERT (1), DEF 14C (1), DFAN14A (1), S-3/A (1), S-3ASR (1), SCHEDULE 13D (1)
- Latest filingsAnnual report (10-K) Mar 12, 2026
Quarterly report (10-Q) Aug 13, 2026
Proxy statement (DEF 14A) Apr 30, 2026
Latest 8-K (8-K) Aug 12, 2026
Securities registered for trading
| Class | Symbol | Exchange |
|---|---|---|
| Common Stock, par value $0.001 | OPRX | NASDAQ |
From the cover page of the 10-K filed Mar 12, 2026 (Section 12(b) of the Exchange Act).4
Risk factors and legal proceedings
The risks OptimizeRx Corp names in Item 1A of its 10-K filed Mar 12, 2026: 40 risks under these headings, as written.4
- Risks Related to Our Financial Position
- We have a history of losses, and may not be able to achieve profitability, or, if achieved, sustain profitability.
- We may need to raise additional capital to grow our business and may not be able to do so on favorable terms, if at all.
- Servicing debt and funding other obligations requires a significant amount of cash, and our ability to generate sufficient cash depends on many factors, some of which are beyond our control.
- Restrictions in our Term Loan could adversely affect our business, financial condition, results of operations, ability to make distributions, and the value of our securities.
- Risks Related to Our Business: Our Industry, Operations, and Competition
- Seasonal trends in the pharmaceutical brand marketing industry could affect our operating results.
- Developing and implementing new and updated applications, features and services for our solutions may be more difficult than expected, may take longer and cost more than expected and may not result in sufficient increases in revenue to justify the costs.
- Any failure to offer high-quality customer support for our solutions may adversely affect our relationships with our customers and harm our financial results.
- We are dependent on a concentrated group of customers, and the loss of one or more of any of the pharmaceutical brands that purchase our solutions could cause our revenue to decline.
- If we are unable to maintain our contracts with electronic prescribing platforms and electronic health record systems, our business will suffer.
- Our agreements with eRx and EHR channel partners could be subject to audit.
The other 30 risks
- If we fail to attract new customers or retain and expand existing customers, our business and future prospects may be materially and adversely impacted.
- We expect to face increasing competition in the markets for our solutions.
- Developments in the healthcare industry could adversely affect our business.
- Risks Related to Regulatory Matters
- Actual or perceived failures to comply with applicable laws and regulations that affect the healthcare industry, including data protection, privacy and security, fraud and abuse laws, regulations, standards and other requirements could adversely affect our business, results of operations, and financial condition.
- Our operations may be impacted by changes to current regulations and future legislation.
- If our customers’ drug prices are reduced as a result of MFN pricing initiatives or other similar regulations, our business could be adversely affected.
- If our customers, partners, and third-party providers fail to comply with the extensive and changing landscape of legal and regulatory requirements affecting the pharmaceutical and healthcare industries, they could face increased costs and/or penalties, which could lead to us losing business.
- Risks Related to Our Intellectual Property and Technology
- We are dependent, in part, on our intellectual property. If we are not able to protect our proprietary rights or if those rights are invalidated or circumvented, our business may be adversely affected.
- Cybersecurity incidents could disrupt business operations, result in the loss of critical and confidential information, and adversely impact our reputation and results of operations.
- We may be unable to support our technology to further scale our operations successfully.
- Our business will suffer if our network systems fail or become unavailable.
- The use of AI technology in our operations and IT infrastructure could improve internal processes, but could pose security risks and privacy risks; the use of AI technology also faces regulatory uncertainty and scrutiny given that AI technology is rapidly growing and evolving.
- Related to Managing Our Growth
- If we are unable to manage growth, our operations could be adversely affected.
- We may not be able to identify suitable acquisition candidates, complete acquisitions or integrate acquisitions successfully.
- Our acquisition activities may disrupt our ongoing business and may involve increased expenses, and we may not realize the financial and strategic goals contemplated at the time of a transaction.
- Risks Related to Inflation, Interest Rates, and Other Adverse Economic Conditions
- Interest rate increases may adversely affect our financial condition and results of operations.
- We could be subject to economic, political, regulatory and other risks arising from our international operations.
- Inflation, the current interest rate environment, and other adverse economic conditions may adversely affect our business, results of operations and financial condition.
- Impairment charges for goodwill or other long-lived assets may need to be recognized, lose a major customer or experience changes to the regulatory environment affecting pharmaceutical advertising restricting the use of our technology.
- Market conditions could adversely change and our earnings could decline resulting in charges to impair intangible assets, such as goodwill.
- Geopolitical events may affect our business and our customer base and have a material adverse impact on our sales and operating results.
- General Risk Factors
- Our business and growth may suffer if we are unable to attract and retain members of our senior management team and other key employees.
- The impact and effects of public health crises, pandemics and epidemics could have a material adverse effect on our business, prospects, financial condition, and operating results.
- Risks Relating to Our Common Stock
- If a market for our common stock is not maintained, shareholders may be unable to sell their shares.
- The market price of our common stock may be highly volatile and could fluctuate widely in price in response to various factors, many of which are beyond our control.
- We do not expect to pay dividends in the foreseeable future and any return on investment may be limited to the value of our common stock.
- Certain provision of our articles of incorporation, bylaws and Nevada law may discourage takeover attempts and business combinations that shareholders might consider in their best interests.
- Actions of activist stockholders could be disruptive and costly and could adversely affect our results of operations, financial condition, and/or share price.
- Risks Related to Being a Public Company
- We have identified a material weakness in our internal control over financial reporting. Failure to remediate the material weakness or any other material weaknesses that we identify in the future could result in material misstatements in our future financial statements.
- Conflicting views on environmental, social and governance matters may have a negative impact on our business, impose additional costs on us, and expose us to additional risks.
Legal proceedings
From time to time, we may become involved in legal proceedings or be subject to claims arising in the ordinary course of our business. We are currently not a party to any material legal or administrative proceedings, and we are not aware of any pending or threatened material legal or administrative proceedings against us.
The opening of Item 3, Legal Proceedings.4
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1SEC EDGAROptimizeRx Corp filings on SEC EDGAR
- 2SEC EDGAROptimizeRx Corp filings on SEC EDGAR
- 3
- 4
- 5SEC EDGAROptimizeRx Corp 10-K for fiscal 2025
- 6SEC EDGAROptimizeRx Corp 10-K for fiscal 2019
- 7SEC EDGAROptimizeRx Corp 10-K for fiscal 2020
- 8SEC EDGAROptimizeRx Corp 10-K for fiscal 2021
- 9SEC EDGAROptimizeRx Corp 10-K for fiscal 2023
- 10SEC EDGAROptimizeRx Corp 10-K for fiscal 2022
- 11SEC EDGAROptimizeRx Corp 10-Q for fiscal 2026
- 12SEC EDGAROptimizeRx Corp 10-Q for fiscal 2026
- 13
- 14
- 15
- 16
- 17SEC EDGARDavid Lester, Chair
- 18SEC EDGARDavid Harrell, Chair
- 19SEC EDGARMiriam J. Paramore, President
- 20SEC EDGARDavid Lester, President
- 21
- 22
- 23
- 24
- 25
- 26
- 27
- 28
- 29SEC EDGARDoug Besch, Chief Product Officer
- 30SEC EDGARTodd Inman, Chief Technology Officer
- 31SEC EDGARMiriam J. Paramore, RESIDENT
- 32
- 33
- 34
- 35
- 36SEC EDGARDavid Harrell, Vice President
- 37SEC EDGARTerrence Hamilton, Vice President
- 38
- 39SEC EDGARCathy Klema, Board member
- 40SEC EDGARBryan Archambault, Board member
- 41SEC EDGARWilliam J. Febbo, Board member
- 42SEC EDGAREllen O'Connor Vos, Board member
- 43SEC EDGARGus D. Halas, Board member
- 44SEC EDGARJack T. Pinney, Board member
- 45SEC EDGARShadron L. Stastney, Board member
- 46SEC EDGARThomas Majerowicz, Board member
- 47SEC EDGARMarion Odence-Ford, General counsel
- 48
- 49
- 50SEC EDGARExecutive or director change
- 51
- 52
- 53SEC EDGARChange of auditor
- 54
- 55SEC EDGARResults of operations
- 56
- 57SEC EDGARResults of operations
- 58
- 59SEC EDGARShareholder vote
- 60NasdaqNasdaq calendar
- 61
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