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.
The OptimizeRx Corporation (OPRX) SEC filings page provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. OptimizeRx is a Nevada corporation listed on Nasdaq, and its filings include current reports on Form 8-K, annual reports on Form 10-K, quarterly reports on Form 10-Q, and related exhibits. These documents offer detailed information about the company’s financial condition, governance, executive changes, and material events.
Recent Form 8-K filings for OptimizeRx have covered topics such as leadership changes, board appointments, and the release of quarterly financial results. For example, the company has filed current reports describing the appointment of new executive officers, changes in responsibilities among senior leaders, and the addition of its chief executive officer to the board of directors. Other 8-K filings reference press releases that announce financial results for specific quarters, which are incorporated by reference into the filings.
Investors reviewing OptimizeRx’s periodic reports can examine how the company describes its healthcare technology platform, relationships with life sciences clients, and key performance indicators. Forms 10-K and 10-Q include audited or reviewed financial statements, discussions of risk factors, management’s analysis of results, and details about revenue composition and operating expenses. Together, these filings provide a structured view of how OptimizeRx reports its business performance and risks to regulators and shareholders.
On this page, Stock Titan also offers AI-powered summaries to help interpret lengthy filings such as 10-Ks and 10-Qs. These summaries are designed to highlight important sections, including revenue trends, balance sheet items, and disclosures about executive appointments or governance changes that appear in Forms 8-K. Users can also look for insider transaction reports on Form 4 and proxy materials on Schedule 14A, where available, to gain additional insight into ownership, compensation, and voting matters related to OPRX.
OptimizeRx Corporation changed its independent auditor, dismissing UHY LLP after Audit Committee approval and appointing Grant Thornton LLP for the fiscal year ending December 31, 2026. UHY’s audit reports for 2025 and 2024 were clean, with no adverse opinions or scope or principle qualifications.
The company previously disclosed a material weakness in internal control over financial reporting related to data from third-party service organizations. This weakness did not cause any restatement or disagreements with UHY, and UHY is authorized to cooperate fully with Grant Thornton on this matter.
OptimizeRx Corp Schedule 13G/A shows The Vanguard Group reports 0 shares beneficially owned for the Common Stock class. The filing explains an internal realignment effective 01/12/2026 that caused certain Vanguard subsidiaries to report holdings separately; Vanguard states it no longer is deemed to beneficially own those securities. The filing is signed on 03/27/2026.
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 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.