Brendan W. Merrell - 21 Aug 2025 Form 3 Insider Report for OptimizeRx Corp (OPRX)

Role
CHIEF OPERATING OFFICER
Signature
/s/ Marion Odence-Ford, by Power of Attorney
Issuer symbol
OPRX
Transactions as of
21 Aug 2025
Net transactions value
$0
Form type
3
Filing time
10 Nov 2025, 09:55:01 UTC
Next filing
15 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Merrell Brendan W. CHIEF OPERATING OFFICER C/O OPTIMIZERX CORPORATION, 260 CHARLES STREET, SUITE 302, WALTHAM /s/ Marion Odence-Ford, by Power of Attorney 07 Nov 2025 0002090383

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding OPRX Common Stock 17,274 21 Aug 2025 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding OPRX Stock Option 21 Aug 2025 Common Stock 9,764 $15.04 Direct F2
holding OPRX Stock Option 21 Aug 2025 Common Stock 2,946 $12.73 Direct F3
holding OPRX Stock Option 21 Aug 2025 Common Stock 13,723 $4.94 Direct F4
holding OPRX Stock Option 21 Aug 2025 Common Stock 23,437 $16.14 Direct F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Includes 10,900 shares of common stock underlying unvested restricted stock units ("RSUs") granted under OPRX's equity incentive plans. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of OPRX common stock. The RSUs vest as follows: (i) 1,663 RSUs which represent the 3rd installment of Mr. Merell's October 3, 2022 grant; (ii) 1,964 RSUs which represent the 2nd and 3rd installments of Mr. Merrell's December 19, 2023 grant; and (iii) 7,273 RSUs which will vest in 3 equal annual installments beginning on December 11, 2025, which is the 1st anniversary of the grant date.
F2 The stock option vests in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.
F3 The stock option vests in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.
F4 The stock option vests in three equal annual installments beginning December 11, 2025, the first anniversary of the grant date.
F5 The stock option vests in three equal annual installments beginning August 21, 2026, the first anniversary of the grant date.

Remarks:

The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person.