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
50/50
Latest evidence
09 Jun 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
-
50 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
-
09 Jun 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
50/50
Latest evidence
09 Jun 2026
13D/G
13F
3/4/5
Lead comparable stake: 8.2%
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%.
50 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 5
Whetstone Capital Advisors, LLC
8.2%
ROYCE & ASSOCIATES LP
4.3%
Samjo Management, LLC
0%
James Paul Lang
2.3%
Vos Ellen O'Connor
0.58%
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%
|
$13,061,904
1,508,303 shares
|
$0 | 18 Apr 2025 |
| ROYCE & ASSOCIATES LP |
13D/G
13F
Company
|
4.3%
|
$10,673,640
790,640 shares
|
-$3,765,420 | 30 Jun 2025 |
| Samjo Management, LLC |
13D/G
|
0%
|
$433
50 shares
|
$0 | 31 Dec 2024 |
| James Paul Lang |
3/4/5
Director
|
2.3%
|
$2,724,496
433,837 shares
|
— | 09 Jun 2026 |
| Vos Ellen O'Connor |
3/4/5
Director
|
0.58%
|
$672,958
107,159 shares
|
— | 09 Jun 2026 |
| Gregory D. Wasson |
3/4/5
Director
|
0.49%
|
$575,876
91,700 shares
|
— | 09 Jun 2026 |
| Patrick D. Spangler |
3/4/5
Director
|
0.42%
|
$494,436
78,732 shares
|
-$194,489 | 09 Jun 2026 |
| Cathy Klema |
3/4/5
Director
|
0.3%
|
$352,540
56,137 shares
|
— | 09 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
Net insider flow leans to selling over the last 12 months. Net value: -$224,864.
Buys
$0
Insiders: 0
Sells
$224,864
Insiders: 2
Net
-$224,864
Shares: -12,740
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 12,740
| 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 | 1,620 | $0 | $30,375 | -$30,375 |
| 9-12 | 0 | 11,120 | $0 | $194,489 | -$194,489 |
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
-$224,864
Latest report
09 Jun 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 | Median | 09 Jun 2026 | ||
| Edward Stelmakh | Chief Finance & Strat Officer | $1,681,283 | Mixed | 23 Dec 2025 | ||
| Stephen L. Silvestro | Chief Executive Officer | $1,163,608 | -$30,375 | -2.5% | Median | 15 May 2026 |
| Doug Besch | Chief Product & Tech Officer | $894,030 | Mixed | 23 Dec 2025 | ||
| Gus D. Halas | Director | $865,908 | Mixed | 05 Jun 2024 | ||
| Marion K. Odence-Ford | Chief Legal & Admin Officer | $848,569 | Mixed | 11 Feb 2026 | ||
| Vos Ellen O'Connor | Director | $672,958 | Median | 09 Jun 2026 | ||
| Andrew J. D'Silva | Chief Business Officer | $604,369 | Mixed | 19 Dec 2025 | ||
| Gregory D. Wasson | Director | $575,876 | Median | 09 Jun 2026 | ||
| Patrick D. Spangler | Director | $494,436 | -$194,489 | -28% | Median | 09 Jun 2026 |
| Theresa Greco | Chief Commercial Officer | $446,351 | Median | 15 May 2026 | ||
| Brendan W. Merrell | Chief Operating Officer | $354,056 | Mixed | 19 Dec 2025 | ||
| Cathy Klema | Director | $352,540 | Median | 09 Jun 2026 | ||
| Mariyamma Varghese Presti | Director | $190,397 | Median | 09 Jun 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||
| Theresa Greco | OPRX | Common Stock | Tax liability | -2.23% | -1,693 | 74,288 | 01 Nov 2025 | Direct | ||
| Brendan W. Merrell | OPRX | Common Stock | Tax liability | -1.74% | -483 | 27,208 | 03 Oct 2025 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -1.69% | -794 | 46,306 | 03 Oct 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Tax liability | -2.11% | -1,952 | 90,598 | 03 Oct 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Common Stock | Options Exercise | 7.74% | 6,649 | 92,550 | 03 Oct 2025 | Direct | ||
| Marion K. Odence-Ford | OPRX | Restricted Stock Units | Options Exercise | -100% | -6,649 | 0 | 03 Oct 2025 | Direct | ||
| Stephen L. Silvestro | OPRX | Common Stock | Sale | -0.85% | $30,375 | $18.75 | -1,620 | 188,916 | 03 Oct 2025 | Direct |
| Stephen L. Silvestro | OPRX | Common Stock | Options Exercise | 3.62% | 6,649 | 190,536 | 03 Oct 2025 | Direct | ||
| Stephen L. Silvestro | OPRX | Restricted Stock Units | Options Exercise | -100% | -6,649 | 0 | 03 Oct 2025 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Tax liability | -3.46% | -4,406 | 122,981 | 03 Oct 2025 | Direct | ||
| Edward Stelmakh | OPRX | Common Stock | Options Exercise | 15% | 16,623 | 127,387 | 03 Oct 2025 | Direct | ||
| Edward Stelmakh | OPRX | Restricted Stock Units | Options Exercise | -100% | -16,623 | 0 | 03 Oct 2025 | Direct | ||
| Doug Besch | OPRX | Common Stock | Tax liability | -1.39% | -983 | 69,572 | 03 Oct 2025 | Direct | ||
| Doug Besch | OPRX | Common Stock | Options Exercise | 4.95% | 3,325 | 70,555 | 03 Oct 2025 | Direct | ||
| Doug Besch | OPRX | Restricted Stock Units | Options Exercise | -100% | -3,325 | 0 | 03 Oct 2025 | Direct | ||
| Andrew J. D'Silva | OPRX | Common Stock | Tax liability | -0.87% | -414 | 47,100 | 01 Oct 2025 | Direct | ||
| Patrick D. Spangler | OPRX | Common Stock | Sale | -20.1% | $194,489 | $17.49 | -11,120 | 44,215 | 28 Aug 2025 | Direct |
* marks a reported price that did not pass the local price check.