Comparable stake leader
Whetstone Capital Advisors, LLC
SEC ownership of OptimizeRx Corp
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001448431.
Disclosed value leader
Whetstone Capital Advisors, LLC
Comparable rows
4/50
Latest evidence
01 Oct 2026
- Public ticker
- OPRX on Nasdaq
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
Whetstone Capital Advisors, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
4 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
Whetstone Capital Advisors, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
01 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001448431
- Issuer location
- Waltham, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of OptimizeRx Corp (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
Whetstone Capital Advisor...
Disclosed value leader
Whetstone Capital Advisor...
Comparable rows
4/50
Latest evidence
01 Oct 2026
13D/G
13F
3/4/5
Lead comparable stake: 8.2%
46 rows are not safely comparable across share classes.
13D/G row: Whetstone Capital Advisors, LLC
Showing 1-8 of 50 holder rows.
Quick read
Whetstone Capital Advisors, LLC leads the comparable SEC ownership view at 8.2%.
4 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens Whetstone Capital Advisors, LLC's linked filing trail.
Comparable ownership
Top 4
Whetstone Capital Advisors, LLC
8.2%
ROYCE & ASSOCIATES LP
7%
KENNEDY CAPITAL MANAGEMENT LLC
6.7%
BlackRock, Inc.
1.8%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC |
13D/G
13F
Company
|
8.2%
Reported 13D/G
· 18 Apr 2025
|
$13,061,904
1,508,303 shares
|
$0 | 18 Apr 2025 |
| ROYCE & ASSOCIATES LP |
13D/G
13F
Company
|
7%
Reported 13D/G
· 30 Sep 2026
|
$10,980,594
1,315,057 shares
|
+$1,884,230 | 30 Sep 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC |
13D/G
13F
Company
|
6.7%
Reported 13D/G
· 07 Jul 2026
|
$7,143,702
1,248,899 shares
|
$0 | 07 Jul 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
1.8%
Reported 13D/G
· 30 Jun 2026
|
$2,547,585
445,382 shares
|
— | 30 Jun 2026 |
| Miriam J. Paramore |
3/4/5
PRESIDENT AND CSO
|
—
mixed-class rows
|
$5,568,610
236,416 shares
mixed-class rows
|
— | 02 Dec 2021 |
| William J. Febbo |
3/4/5
CEO, Director
|
—
mixed-class rows
|
$4,608,010
658,642 shares
mixed-class rows
|
— | 14 Feb 2025 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$4,001,735
699,604 shares
|
— | 30 Jun 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC |
13F
Company
|
—
denominator unverified
|
$3,625,576
633,842 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 11 Nov 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-19 of 19 reporting-owner rows connected to OptimizeRx Corp. Open a relationship link for the CIK-to-CIK filing trail.
Rows
19
Largest Forms 3/4/5 holder
Miriam J. Paramore
Net 12M change
$0
Latest report
01 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Miriam J. Paramore | President And Cso | $5,568,610 | Mixed | 02 Dec 2021 | ||
| William J. Febbo | CEO, Director | $4,608,010 | Mixed | 14 Feb 2025 | ||
| Douglas P. Baker | Chief Financial Officer | $2,763,393 | Mixed | 05 Oct 2021 | ||
| James Paul Lang | Director | $2,724,496 | Mixed | 09 Jun 2026 | ||
| Stephen L. Silvestro | Chief Executive Officer | $1,049,911 | Mixed | 21 Aug 2026 | ||
| Doug Besch | Chief Product & Tech Officer | $894,030 | Mixed | 23 Dec 2025 | ||
| Gus D. Halas | Director | $865,908 | Mixed | 05 Jun 2024 | ||
| Edward Stelmakh | Chief Finance & Strat Officer | $808,716 | Mixed | 21 Aug 2026 | ||
| Ellen O'Connor Vos | Director | $672,958 | Mixed | 09 Jun 2026 | ||
| Gregory D. Wasson | Director | $575,876 | Mixed | 09 Jun 2026 | ||
| Andrew J. D'Silva | Chief Business Officer | $567,687 | Mixed | 01 Oct 2026 | ||
| Marion K. Odence-Ford | Chief Legal & Admin Officer | $517,128 | Mixed | 21 Aug 2026 | ||
| Patrick D. Spangler | Director | $494,436 | Mixed | 09 Jun 2026 | ||
| Theresa Greco | Chief Commercial Officer | $446,351 | Mixed | 15 May 2026 | ||
| Cathy Klema | Director | $352,540 | Mixed | 09 Jun 2026 | ||
| Mariyamma Varghese Presti | Director | $190,397 | Mixed | 09 Jun 2026 | ||
| Brendan W. Merrell | Chief Operating Officer | $144,069 | Mixed | 21 Aug 2026 | ||
| Brian Clark McCarthy | Chief Revenue Officer | $102,003 | Mixed | 02 Aug 2024 | ||
| Todd Inman | Chief Technology Officer | $30,548 | Mixed | 01 Mar 2023 |
Recent insider transactions for OptimizeRx Corp
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -0.42% | -414 | 99,246 | 01 Oct 2026 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -1.42% | -1,432 | 99,660 | 01 Sep 2026 | Direct | ||
| Brendan W. Merrell | OPRX | Common Stock | Tax liability | -3.89% | -1,020 | 25,187 | 21 Aug 2026 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Tax liability | -0.94% | -1,737 | 183,551 | 21 Aug 2026 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Tax liability | -1.66% | -1,529 | 90,407 | 21 Aug 2026 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -2.78% | -1,243 | 43,492 | 21 Aug 2026 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Tax liability | -1.12% | -1,381 | 121,791 | 21 Aug 2026 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Award | 43.2% | 79,200 | 262,751 | 20 Aug 2026 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Award | 132.4% | 57,600 | 101,092 | 20 Aug 2026 | Direct | ||
| Brendan W. Merrell | OPRX | Common Stock | Award | 228.7% | 57,600 | 82,787 | 20 Aug 2026 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Award | 63.7% | 57,600 | 148,007 | 20 Aug 2026 | Direct | ||
| Cathy Klema | OPRX | Common Stock | Award | 159.6% | 34,517 | 56,137 | 09 Jun 2026 | Direct | ||
| James Paul Lang | OPRX | Common Stock | Award | 8.64% | 34,517 | 433,837 | 09 Jun 2026 | Direct | ||
| Mariyamma Varghese Presti | OPRX | Common Stock | Award | 132.1% | 17,258 | 30,318 | 09 Jun 2026 | Direct | ||
| Patrick D. Spangler | OPRX | Common Stock | Award | 78.1% | 34,517 | 78,732 | 09 Jun 2026 | Direct | ||
| Vos Ellen O'Connor | OPRX | Common Stock | Award | 47.5% | 34,517 | 107,159 | 09 Jun 2026 | Direct | ||
| Gregory D. Wasson | OPRX | Common Stock | Award | 60.4% | 34,517 | 91,700 | 09 Jun 2026 | Direct | ||
| Theresa Greco | OPRX | Common Stock | Tax liability | -2.46% | -1,793 | 71,075 | 15 May 2026 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Tax liability | -2.74% | -5,219 | 185,288 | 15 May 2026 | Direct | ||
| Mariyamma Varghese Presti | OPRX | Common Stock | Award | 13,060 | 13,060 | 01 May 2026 | Direct | |||
| Marion K. Odence-Ford | OPRX | Common Stock | Tax liability | -1.49% | -1,386 | 91,936 | 11 Feb 2026 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Options Exercise | 4.48% | 4,000 | 93,322 | 11 Feb 2026 | Direct | ||
| Marion K. Odence-Ford | OPRX | Restricted Stock Units | Options Exercise | -100% | -4,000 | 0 | 11 Feb 2026 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Tax liability | -1.73% | -3,361 | 190,507 | 23 Dec 2025 | Direct | ||
| Theresa Greco | OPRX | Common Stock | Tax liability | -1.91% | -1,420 | 72,868 | 23 Dec 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Tax liability | -4.34% | -4,051 | 89,322 | 23 Dec 2025 | Direct | ||
| Doug Besch | OPRX | Common Stock | Tax liability | -5.75% | -4,079 | 66,876 | 23 Dec 2025 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Tax liability | -2.88% | -3,658 | 123,172 | 23 Dec 2025 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Tax liability | -1.08% | -1,388 | 126,830 | 19 Dec 2025 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Options Exercise | 4.26% | 5,237 | 128,218 | 19 Dec 2025 | Direct | ||
| Edward Stelmakh | OPRX | Restricted Stock Units | Options Exercise | -50% | -5,237 | 5,237 | 19 Dec 2025 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Tax liability | -0.82% | -1,594 | 193,868 | 19 Dec 2025 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Options Exercise | 3.47% | 6,546 | 195,462 | 19 Dec 2025 | Direct | ||
| Stephen L. Silvestro | OPRX | Restricted Stock Units | Options Exercise | -50% | -6,546 | 6,547 | 19 Dec 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Tax liability | -1.22% | -1,153 | 93,373 | 19 Dec 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Options Exercise | 4.34% | 3,928 | 94,526 | 19 Dec 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Restricted Stock Units | Options Exercise | -50% | -3,928 | 3,928 | 19 Dec 2025 | Direct | ||
| Brendan W. Merrell | OPRX | Common Stock | Tax liability | -1.09% | -289 | 26,207 | 19 Dec 2025 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -1.55% | -703 | 44,735 | 19 Dec 2025 | Direct | ||
| Doug Besch | OPRX | Common Stock | Tax liability | -0.81% | -581 | 70,955 | 19 Dec 2025 | Direct | ||
| Doug Besch | OPRX | Common Stock | Options Exercise | 2.82% | 1,964 | 71,536 | 19 Dec 2025 | Direct | ||
| Doug Besch | OPRX | Restricted Stock Units | Options Exercise | -50% | -1,964 | 1,964 | 19 Dec 2025 | Direct | ||
| Brendan W. Merrell | OPRX | Common Stock | Tax liability | -2.62% | -712 | 26,496 | 11 Dec 2025 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -1.87% | -868 | 45,438 | 11 Dec 2025 | Direct |
* marks a reported price that did not pass the local price check.