Optimizerx CORP

Market Movers (8-K)

NASDAQ
OptimizeRx shareholders approved an increase of 1,000,000 shares to the 2021 Equity Incentive Plan at the 2026 Annual Meeting.
NASDAQ
OptimizeRx Corporation announced the departure of Chief Commercial Officer Theresa Greco, effective June 15, 2026, under a separation and advisory agreement.
NASDAQ
OptimizeRx Corporation announced a new $35 million senior secured credit facility and updated its fiscal year 2026 financial outlook, projecting revenues between $95-$100 million and maintaining adjusted EBITDA guidance.
NASDAQ
OptimizeRx dismissed UHY and appointed Grant Thornton as its independent auditor, reporting no disagreements and reiterating a previously disclosed internal control material weakness.
NASDAQ
OptimizeRx announced strong fourth quarter and full year 2025 financial results, including record net income and adjusted EBITDA, alongside updated 2026 guidance and a new $10 million share repurchase program.
Better than expected
NASDAQ
OptimizeRx Corporation announced robust third-quarter 2025 financial results, including a 22% revenue increase and a significant jump in net income, leading to an upward revision of its full-year 2025 guidance and introduction of 2026 projections.
Better than expected

Quarterly Earnings (10-Q)

NASDAQ
OptimizeRx Corporation reported a significant financial turnaround, achieving net income for the quarter and nine-month period ended September 30, 2025, driven by robust revenue growth and improved margins.
Better than expected
Capital raise
NASDAQ
OptimizeRx Corporation reported a significant financial turnaround in Q2 2025, achieving net income and strong revenue growth driven by DTC and DAAP sales.
Capital raise
Better than expected
NASDAQ
OptimizeRx's Q1 2025 revenue increased by 11% year-over-year, driven by growth in DTC and DAAP related sales, while net loss decreased significantly.
Better than expected
NASDAQ
OptimizeRx Corporation saw a 30% increase in revenue in the third quarter of 2024 compared to the same period last year, driven by the acquisition of Medicx Health and growth in DAAP related sales, but still reported a net loss.
Worse than expected
Capital raise
NASDAQ
OptimizeRx Corporation saw a significant increase in revenue for the second quarter of 2024, primarily due to the acquisition of Medicx Health and growth in its DAAP program.
Better than expected
NASDAQ
OptimizeRx Corporation saw a 51% increase in net revenue in the first quarter of 2024, primarily due to the acquisition of Medicx Health and growth in its DAAP solutions.
Better than expected
Capital raise

Annual Reports (10-K)

NASDAQ
OptimizeRx's 2024 10-K filing reveals a revenue increase driven by acquisitions and DAAP sales, but also highlights a net loss and ongoing efforts to improve financial controls.
Worse than expected
NASDAQ
OptimizeRx's 2023 annual report highlights a 15% revenue increase to $71.5 million, fueled by strategic acquisitions and the expansion of its AI-powered platform.
Worse than expected

Insider Trading (Form 4)

NASDAQ
OptimizeRx Corp. reports that Director Cathy Klema acquired 34,517 shares of common stock on June 9, 2026, through a grant of restricted stock units.
NASDAQ
OptimizeRx Corp director James Paul Lang acquired 34,517 shares of common stock through a restricted stock unit grant.
NASDAQ
OptimizeRx Corp. reports a Form 4 filing detailing a director's acquisition of restricted stock units.
NASDAQ
OptimizeRx Corp. reports a grant of restricted stock units to Director Patrick D. Spangler, vesting in one year or at the next annual meeting.
NASDAQ
OptimizeRx Corp. reports a grant of restricted stock units to Director Ellen O'Connor Vos.
NASDAQ
OptimizeRx Corp. reports that Director Gregory D. Wasson was granted restricted stock units (RSUs) on June 9, 2026, vesting on the earlier of the first anniversary of the grant or the company's next annual meeting.

Proxy Statements (Def-14A)

NASDAQ
OptimizeRx Corporation has issued its proxy statement detailing the agenda for its upcoming Annual Meeting of Shareholders on June 9, 2026, including proposals to amend its 2021 Equity Incentive Plan.
NASDAQ
OptimizeRx Corporation will hold its annual stockholders meeting virtually on June 11, 2025, to vote on director elections, executive compensation, and auditor ratification.
NASDAQ
OptimizeRx has received notice from Whetstone Capital Advisors regarding their intention to nominate two candidates for election to the Board of Directors at the upcoming 2025 Annual Meeting.
NASDAQ
OptimizeRx Corporation is holding its annual virtual meeting on June 5, 2024, to vote on director elections, executive compensation, an equity incentive plan amendment, and auditor ratification.
Worse than expected

Schedule 13D - Activist Investments

NASDAQ
Whetstone Capital Advisors, a significant shareholder in OptimizeRx Corporation, has conditionally withdrawn its nominations for the company's 2025 annual meeting board election, following an agreement with OptimizeRx to appoint a new independent director.
NASDAQ
Whetstone Capital Advisors, holding an 8.2% stake in OptimizeRx Corporation, has formally nominated Andrew Carlson and John Fein for election to the company's Board of Directors at the upcoming 2025 annual meeting.
NASDAQ
Whetstone Capital Advisors and David Atterbury have disclosed an 8.2% stake in OptimizeRx Corporation, urging the company's Board of Directors to consider strategic alternatives, including a full sale, to maximize shareholder value.
Worse than expected

Schedule 13G - Passive Investments

NASDAQ
Royce & Associates LP has disclosed beneficial ownership of 1,089,398 shares, representing 5.81% of the outstanding common stock of OptimizeRx Corp.
NASDAQ
The Vanguard Group has reported a 0% beneficial ownership in OptimizeRx Corp common stock following an internal realignment.
NASDAQ
The Vanguard Group has reported a 5.7% beneficial ownership stake in OptimizeRx Corp, holding over 1 million shares as of September 30, 2025.
NASDAQ
Royce & Associates LP, an investment adviser, has filed an amended Schedule 13G disclosing a 4.27% beneficial ownership stake in OptimizeRx Corp.
NASDAQ
The Vanguard Group has filed an Amendment No. 3 to its Schedule 13G, disclosing a 4.98% passive beneficial ownership in OptimizeRx Corp's Common Stock as of March 31, 2025.
NASDAQ
An amended Schedule 13G filing reveals that Samjo Management, LLC and Andrew N. Wiener beneficially own a combined 50 shares, representing 0.0% of OptimizeRx Corporation's common stock, indicating a passive and non-influential holding.