| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| P3 Health Partners Inc. | Director | Class A Common Stock | 218,561 | $1,376,934 | $6.30 | 06 Aug 2025 | Direct |
| OptimizeRx Corp | Director | Common Stock | 57,183 | $629,584 | $11.01 | 11 Jun 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| PIII | P3 Health Partners Inc. | 06 Aug 2025 | 1 | $0 | 4 | Director | 08 Aug 2025, 19:14 |
| OPRX | OptimizeRx Corp | 11 Jun 2025 | 1 | $0 | 4 | Director | 12 Jun 2025, 16:31 |
| PIII | P3 Health Partners Inc. | 06 Jun 2024 | 1 | $0 | 4 | Director | 10 Jun 2024, 17:41 |
| OPRX | OptimizeRx Corp | 05 Jun 2024 | 3 | $0 | 4 | Director | 11 Jun 2024, 17:48 |
| PIII | P3 Health Partners Inc. | 23 Oct 2023 | 1 | $0 | 4 | Director | 25 Jan 2024, 16:17 |
| OPRX | OptimizeRx Corp | 07 Jun 2023 | 3 | $0 | 4 | Director | 18 Aug 2023, 09:28 |
| OPRX | OptimizeRx Corp | 31 Mar 2023 | 2 | $0 | 4 | Director | 03 Apr 2023, 12:22 |
| OPRX | OptimizeRx Corp | 30 Dec 2022 | 2 | $0 | 4 | Director | 04 Jan 2023, 15:07 |
| OPRX | OptimizeRx Corp | 29 Sep 2022 | 2 | $0 | 4 | Director | 30 Sep 2022, 16:39 |
| OPRX | OptimizeRx Corp | 09 Jun 2022 | 1 | $0 | 4 | Director | 13 Jun 2022, 16:45 |
| OPRX | OptimizeRx Corp | 30 Mar 2022 | 1 | $0 | 4 | Director | 01 Apr 2022, 16:45 |
| PIII | P3 Health Partners Inc. | 24 Mar 2022 | 1 | $0 | 4 | Director | 28 Mar 2022, 17:27 |
| OPRX | OptimizeRx Corp | 30 Dec 2021 | 1 | $0 | 4 | Director | 03 Jan 2022, 15:45 |
| PIII | Foresight Acquisition Corp. | 04 Oct 2021 | 2 | $0 | 4 | Director, 10%+ Owner | 06 Oct 2021, 17:28 |
| OPRX | OptimizeRx Corp | 29 Sep 2021 | 1 | $0 | 4 | Director | 01 Oct 2021, 16:45 |
| OPRX | OptimizeRx Corp | 30 Jun 2021 | 1 | $0 | 4 | Director | 30 Jun 2021, 16:49 |