Form 4: OptimizeRx CFO Sells Shares for Tax Obligations

OptimizeRx's Chief Finance & Strategy Officer, Edward Stelmakh, disposed of 3,658 shares of common stock at $12.74 per share to cover tax withholding obligations related to restricted stock unit vesting.

Summary

• Edward Stelmakh, Chief Finance & Strategy Officer of OptimizeRx Corp (OPRX), reported a disposition of common stock.
• The transaction occurred on December 23, 2025.
• A total of 3,658 shares were disposed of at a price of $12.74 per share.
• These shares were withheld by OptimizeRx to satisfy tax withholding obligations upon the vesting of restricted stock units.
• Following this transaction, Edward Stelmakh beneficially owns 123,172 shares of OptimizeRx common stock directly.

Sentiment

Score: 5

Explanation: The sentiment is neutral as this is a mandatory, non-discretionary transaction (tax withholding) related to the vesting of restricted stock units, which is a routine part of executive compensation and not indicative of positive or negative company performance or insider sentiment.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding the company's future performance or outlook.

Industry Context

This Form 4 filing details a routine insider transaction related to compensation and tax obligations, which is a common occurrence across all industries for executives receiving equity-based compensation. It does not provide insights into broader industry trends or competitive positioning.

Stakeholder Impact

• Shareholders: This is a routine, non-discretionary transaction and is unlikely to have a significant impact on existing shareholders. It represents a minor reduction in the insider's direct ownership due to tax obligations.

Key Dates

Recommendation

This Form 4 filing reports a routine, non-discretionary disposition of shares by an insider for tax withholding purposes upon the vesting of restricted stock units. Such transactions are common and do not typically reflect a change in the insider's view of the company's prospects or fundamental value. Therefore, it provides no new information that would warrant a change in an existing investment thesis, leading to a 'hold' recommendation.

Keywords

OPRX, OptimizeRx, Form 4, Insider Transaction, Stock Disposition, Tax Withholding, Restricted Stock Units, Edward Stelmakh