OPRX on Nasdaq
OptimizeRx Corp
American business services company, incorporated in Nevada.
Price unavailable
Last updated Oct 18, 2026.
Overview
Compare with CASS INFORMATION SYSTEMS INC, Bridger Aerospace Group Holdings, Inc. or FiscalNote Holdings, Inc., or pick any stock.
Financials
From the company’s reports to the SEC. Every number links to the filing it came from.
Key numbers, fiscal 2025
What sells
Revenue by product, business segment and region, as the company reports it to the SEC.
Products and services
Life Science Companies brought in 100% of the revenue OptimizeRx Corp broke down this way in fiscal 2025.
Products and services by year
| Products and services | 2024 | 2025 |
|---|---|---|
| Life Science Companies | $85.5M | $109.2M |
| Other Revenue | $6.7M | $215.0K |
Where the money goes
Where each dollar of revenue went, fiscal 2025
- Cost of revenue33¢$35.8M
- Other costs61¢$66.6M
- Income tax2¢$1.8M
- Profit5¢$5.1M
Out of $109.4M in revenue.3
Where each dollar of operating cash went, fiscal 2025
- Capital spending0¢$58.0K
- Kept or used elsewhere100¢$18.7M
Out of $18.7M of cash from operations.3
Financial statements
Every line of the income statement as filed: the last 2 fiscal years, latest first.3
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net revenue | $109.4M | $92.1M |
| Cost of revenues, exclusive of depreciation and amortization presented separately below | $35.8M | $32.7M |
| Gross profit | $73.6M | $59.4M |
| Stock-based compensation | $7.0M | $11.5M |
| Impairment charges | $368.0K | $7.5M |
| Depreciation and amortization | $4.3M | $4.3M |
| Other general and administrative expenses | $50.2M | $49.8M |
| Total operating expenses | $61.9M | $73.1M |
| Income (loss) from operations | $11.7M | -$13.7M |
| Interest expense | -$5.3M | -$6.2M |
| Other income | $198.0K | $152.0K |
| Interest income | $353.0K | $329.0K |
| Total other expenses, net | -$4.7M | -$5.7M |
| Income (loss) before provision for income taxes | $7.0M | -$19.4M |
| Income tax expense | -$1.8M | -$725.0K |
| Net income (loss) | $5.1M | -$20.1M |
| Weighted average number of shares outstanding basic (in shares) | 18.6M shares | 18.3M shares |
| Weighted average number of shares outstanding diluted (in shares) | 19.0M shares | 18.3M shares |
| Income (loss) per share basic (in dollars per share) | $0.28 | -$1.10 |
| Income (loss) per share diluted (in dollars per share) | $0.27 | -$1.10 |
No quarter-by-quarter statement was filed.
Every line of the balance sheet as filed: the last 3 fiscal years (annual) or 3 quarters (quarterly), latest first.3
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $23.4M | $13.4M | |
| Accounts receivable, net of allowance for credit losses of $260 and $335 at December 31, 2025 and 2024, respectively | $37.8M | $38.2M | |
| Taxes receivable | $752.0K | $0 | |
| Prepaid expenses and other | $2.8M | $2.4M | |
| Total current assets | $64.7M | $54.0M | |
| Property and equipment, net | $106.0K | $150.0K | |
| Goodwill | $70.9M | $70.9M | $78.4M |
| Patent rights, net | $4.6M | $5.5M | |
| Technology assets, net | $6.9M | $8.2M | |
| Tradename and customer relationships, net | $29.3M | $31.8M | |
| Operating lease right-of-use assets | $404.0K | $366.0K | |
| Security deposits and other assets | $28.0K | $296.0K | |
| Total other assets | $112.1M | $117.0M | |
| TOTAL ASSETS | $176.9M | $171.2M | |
| Current portion of long-term debt | $4.3M | $2.0M | |
| Accounts payable | $1.6M | $2.2M | |
| Accrued expenses | $11.6M | $8.5M | |
| Revenue share payable | $3.1M | $5.1M | |
| Taxes payable | $0 | $318.0K | |
| Current portion of lease liabilities | $193.0K | $168.0K | |
| Deferred revenue | $503.0K | $473.0K | $172.0K |
| Total current liabilities | $21.3M | $18.7M | |
| Long-term debt, net | $21.4M | $30.8M | |
| Lease liabilities, net of current portion | $234.0K | $209.0K | |
| Deferred tax liabilities, net | $5.7M | $4.5M | |
| Total liabilities | $48.6M | $54.2M | |
| Preferred stock, $0.001 par value, 10,000,000 shares authorized, none issued and outstanding at December 31, 2025 and 2024, respectively | $0 | $0 | |
| Common stock, $0.001 par value, 166,666,667 shares authorized, 20,500,986 and 20,194,697 shares issued at December 31, 2025 and 2024, respectively | $20.0K | $20.0K | |
| Treasury stock, $0.001 par value,$1,741,397 shares purchased at December 31, 2025 and 2024 | -$2.0K | -$2.0K | |
| Additional paid-in-capital | $207.5M | $201.3M | |
| Accumulated deficit | -$79.2M | -$84.4M | |
| Total stockholders equity | $128.3M | $117.0M | $126.6M |
| TOTAL LIABILITIES AND STOCKHOLDERS EQUITY | $176.9M | $171.2M | |
| Allowance for doubtful accounts | $260.0K | $335.0K | $239.0K |
| Preferred stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 166.7M shares | 166.7M shares | |
| Common stock, shares issued (in shares) | 20.5M shares | 20.2M shares | |
| Treasury stock, par value (in dollars per share) | $0 | $0 | |
| Treasury stock (in shares) | 1.7M shares | 1.7M shares |
| Period ending | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Cash and cash equivalents | $23.4M | $13.4M | |
| Accounts receivable, net of allowance for credit losses of $260 and $335 at December 31, 2025 and 2024, respectively | $37.8M | $38.2M | |
| Taxes receivable | $752.0K | $0 | |
| Prepaid expenses and other | $2.8M | $2.4M | |
| Total current assets | $64.7M | $54.0M | |
| Property and equipment, net | $106.0K | $150.0K | |
| Goodwill | $70.9M | $70.9M | $78.4M |
| Patent rights, net | $4.6M | $5.5M | |
| Technology assets, net | $6.9M | $8.2M | |
| Tradename and customer relationships, net | $29.3M | $31.8M | |
| Operating lease right-of-use assets | $404.0K | $366.0K | |
| Security deposits and other assets | $28.0K | $296.0K | |
| Total other assets | $112.1M | $117.0M | |
| TOTAL ASSETS | $176.9M | $171.2M | |
| Current portion of long-term debt | $4.3M | $2.0M | |
| Accounts payable | $1.6M | $2.2M | |
| Accrued expenses | $11.6M | $8.5M | |
| Revenue share payable | $3.1M | $5.1M | |
| Taxes payable | $0 | $318.0K | |
| Current portion of lease liabilities | $193.0K | $168.0K | |
| Deferred revenue | $503.0K | $473.0K | $172.0K |
| Total current liabilities | $21.3M | $18.7M | |
| Long-term debt, net | $21.4M | $30.8M | |
| Lease liabilities, net of current portion | $234.0K | $209.0K | |
| Deferred tax liabilities, net | $5.7M | $4.5M | |
| Total liabilities | $48.6M | $54.2M | |
| Preferred stock, $0.001 par value, 10,000,000 shares authorized, none issued and outstanding at December 31, 2025 and 2024, respectively | $0 | $0 | |
| Common stock, $0.001 par value, 166,666,667 shares authorized, 20,500,986 and 20,194,697 shares issued at December 31, 2025 and 2024, respectively | $20.0K | $20.0K | |
| Treasury stock, $0.001 par value,$1,741,397 shares purchased at December 31, 2025 and 2024 | -$2.0K | -$2.0K | |
| Additional paid-in-capital | $207.5M | $201.3M | |
| Accumulated deficit | -$79.2M | -$84.4M | |
| Total stockholders equity | $128.3M | $117.0M | $126.6M |
| TOTAL LIABILITIES AND STOCKHOLDERS EQUITY | $176.9M | $171.2M | |
| Allowance for doubtful accounts | $260.0K | $335.0K | $239.0K |
| Preferred stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Preferred stock, shares authorized (in shares) | 10.0M shares | 10.0M shares | |
| Preferred stock, shares issued (in shares) | 0 shares | 0 shares | |
| Preferred stock, shares outstanding (in shares) | 0 shares | 0 shares | |
| Common stock, par value (in dollars per share) | $0.00 | $0.00 | |
| Common stock, shares authorized (in shares) | 166.7M shares | 166.7M shares | |
| Common stock, shares issued (in shares) | 20.5M shares | 20.2M shares | |
| Treasury stock, par value (in dollars per share) | $0 | $0 | |
| Treasury stock (in shares) | 1.7M shares | 1.7M shares |
Cash flow is reported year to date, not quarter by quarter, so there are no separate quarterly figures.
Every line of the cash flow as filed: the last 2 fiscal years, latest first.3
| Period ending | 2025-12-31 | 2024-12-31 |
|---|---|---|
| Net income (loss) | $5.1M | -$20.1M |
| Depreciation and amortization | $4.3M | $4.3M |
| Impairment charges | $368.0K | $7.5M |
| Bad debt expense | $0 | $208.0K |
| Stock-based compensation | $7.0M | $11.5M |
| Amortization of debt issuance costs | $1.1M | $835.0K |
| Accounts receivable | $460.0K | -$2.2M |
| Prepaid expenses and other assets | -$467.0K | $811.0K |
| Accounts payable | -$520.0K | -$72.0K |
| Revenue share payable | -$2.0M | -$453.0K |
| Accrued expenses and other liabilities | $3.4M | $1.1M |
| Operating lease liabilities | $12.0K | $0 |
| Taxes receivable and payable | -$1.1M | $0 |
| Deferred tax liabilities | $1.2M | $1.4M |
| Deferred loan fees | -$250.0K | -$250.0K |
| Deferred revenue | $30.0K | $301.0K |
| NET CASH PROVIDED BY OPERATING ACTIVITIES | $18.7M | $4.9M |
| Purchases of property and equipment | -$58.0K | -$112.0K |
| Capitalized software development costs | $126.0K | -$338.0K |
| NET CASH PROVIDED BY (USED IN) INVESTING ACTIVITIES | $68.0K | -$450.0K |
| Repayment of long-term debt | -$8.0M | -$4.0M |
| Cash paid for employee withholding taxes related to the vesting of restricted stock units | -$1.1M | -$911.0K |
| Proceeds from exercise of stock options, net of cash paid for withholding taxes | $352.0K | $0 |
| NET CASH USED IN FINANCING ACTIVITIES | -$8.8M | -$4.9M |
| NET INCREASE (DECREASE) IN CASH AND CASH EQUIVALENTS | $10.0M | -$472.0K |
| Cash paid for interest | $4.2M | $6.2M |
| Cash paid for income taxes | $1.8M | $161.0K |
No quarter-by-quarter statement was filed.
Leadership
Who has led OptimizeRx Corp, and when. Pick a name to see everywhere that person has worked.
Chief executive
Chief financial officer
Chief operating officer
- Chief executive officerStephen L. Silvestro Aug 25, 2025 to now11
- Chief executive officerWilliam J. Febbo Feb 25, 2016 to Feb 20, 202512
- Chief executive officerDavid Harrell Jun 1, 2011 to Jun 26, 201513
- Chief executive officerDavid Lester Jun 22, 2009 to Jun 1, 201114
- ChairDavid Lester Apr 21, 2010 to Apr 21, 201015
- ChairDavid Harrell Jun 22, 2009 to Sep 27, 201016
- PresidentMiriam J. Paramore Aug 10, 2017 to Dec 3, 202117
- PresidentDavid Harrell Jun 1, 2011 to Jun 1, 201113
- PresidentDavid Lester Jun 1, 2011 to Jun 1, 201118
- Chief financial officerEdward Stelmakh Oct 12, 2021 to now19
- Chief financial officerDouglas P. Baker May 22, 2014 to Oct 5, 202120
- Chief operating officerBrendan W. Merrell Nov 10, 2025 to now21
- Chief operating officerEdward Stelmakh Oct 12, 2021 to Nov 10, 202519
- Chief operating officerDavid Lester Jan 28, 2014 to May 22, 201422
Board members and other officers (27)
- Chief Business OfficerAndrew J. D'Silva Oct 7, 2025 to now23
- Chief Finance & Strat OfficerEdward Stelmakh Oct 7, 2025 to now24
- Chief Revenue OfficerBrian Clark McCarthy Aug 5, 2024 to Aug 5, 202425
- Chief Commercial OfficerTheresa Greco Oct 30, 2023 to now26
- Chief Product OfficerDoug Besch Oct 3, 2022 to now27
- Chief Technology OfficerTodd Inman May 7, 2021 to Mar 3, 202328
- RESIDENTMiriam J. Paramore Mar 29, 2019 to Nov 3, 202129
- CHIEF COMMERCIAL OFFICERStephen L. Silvestro May 3, 2019 to now30
- SVP of Product & StrategyPatrick D. Spangler Mar 29, 2018 to Mar 29, 201831
- SVP of Business DevelopmentJames M. Brooks Jan 20, 2016 to Jun 9, 201632
- Sr. VP of Product & StrategyBrian J. Dillon Jul 6, 2016 to Jul 29, 201633
- Vice PresidentDavid Harrell Apr 21, 2010 to Apr 21, 201034
- Vice PresidentTerrence Hamilton Jun 22, 2009 to Mar 29, 201935
- Board memberMariyamma Varghese Presti Apr 22, 2026 to now36
- Board memberCathy Klema Feb 2, 2024 to now37
- Board memberPatrick D. Spangler Mar 29, 2018 to now31
- Board memberBryan Archambault Apr 3, 2018 to Apr 3, 201838
- Board memberWilliam J. Febbo Jun 10, 2016 to Feb 20, 202539
- Board memberEllen O'Connor Vos Oct 8, 2015 to now40
- Board memberGus D. Halas Aug 13, 2014 to Jun 11, 202441
- Board memberJack T. Pinney Aug 26, 2014 to Jan 12, 201842
- Board memberDavid Harrell Apr 21, 2010 to Jun 2, 201734
- Board memberShadron L. Stastney Nov 19, 2010 to Nov 19, 201043
- Board memberDavid Lester Jun 22, 2009 to May 22, 201414
- Board memberTerrence Hamilton Jun 22, 2009 to Jun 26, 201535
- Board memberThomas Majerowicz Jun 22, 2009 to Jun 22, 200944
- General counselMarion Odence-Ford Feb 11, 2021 to now45
Timeline
Filings
338 filings to the SEC since October 2021: 6 annual reports, 18 quarterly reports, 50 major events, 209 insider forms, 33 large holders, 22 other. The latest 20:
- Oct 2, 20264 EDGAR
- Sep 2, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 24, 20264 EDGAR
- Aug 20, 2026S-8 REGISTRATION STATEMENT EDGAR
- Aug 14, 2026SCHEDULE 13G EDGAR
- Aug 13, 202610-Q EDGAR
- Aug 12, 20268-K EDGAR
- Jul 29, 2026SCHEDULE 13G/A EDGAR
- Jul 22, 2026SCHEDULE 13G EDGAR
- Jun 12, 20268-K CURRENT REPORT EDGAR
- Jun 10, 20264 EDGAR
- Jun 10, 20264 EDGAR
The 338 filings since October 2021 can be filtered by form type and year here when JavaScript is on.
Every filing from the last three years, summarized. The full record is on SEC EDGAR.
Insider trades and holders
Large holders
Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 33 such filings since October 2021, the latest 10:
- Aug 14, 2026SCHEDULE 13G
- Jul 29, 2026SCHEDULE 13G/A
- Jul 22, 2026SCHEDULE 13G
- Mar 27, 2026SCHEDULE 13G/A
- Oct 31, 2025SCHEDULE 13G
- Jul 16, 2025SCHEDULE 13G/A
- Apr 30, 2025SCHEDULE 13G/A
- Apr 21, 2025SCHEDULE 13D/A
- Mar 10, 2025SCHEDULE 13D/A
- Feb 13, 2025SCHEDULE 13G/A
From Forms 4 and Schedules 13D and 13G filed with the SEC.
Held by these funds
The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.
| Fund | Shares | Value | Share of the fund | Change |
|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,508,303 | $8.6M | 2.3% | No change |
| Royce & Associates LP | 1,089,398 | $6.2M | 0.1% | +201,368 |
| Vanguard Capital Management LLC | 699,604 | $4.0M | 0.0% | +14,155 |
| Kennedy Capital Management LLC | 644,150 | $3.7M | 0.1% | −12,108 |
| Rice Hall James & Associates, LLC | 633,842 | $3.6M | 0.2% | +31,921 |
| Blair William & Co/il | 607,925 | $3.5M | 0.0% | −7,067 |
| Aqr Capital Management LLC | 583,956 | $3.3M | 0.0% | +369,002 |
| Dimensional Fund Advisors LP | 477,687 | $2.7M | 0.0% | −85,883 |
| BlackRock, Inc. | 445,382 | $2.5M | 0.0% | −718,119 |
| Parkman Healthcare Partners LLC | 350,347 | $2.0M | 0.2% | −379,022 |
| AWM Investment Company, Inc. | 240,421 | $1.4M | 0.1% | +10,000 |
| Geode Capital Management, LLC | 207,345 | $1.2M | 0.0% | −184,784 |
| Vanguard Portfolio Management LLC | 169,538 | $969.8K | 0.0% | −161,499 |
| Renaissance Technologies LLC | 167,700 | $959.2K | 0.0% | −49,156 |
| Marshall Wace, Llp | 162,186 | $927.7K | 0.0% | +130,900 |
| P.a.w. Capital Corp | 160,000 | $915.2K | 0.7% | +70,000 |
| Citadel Advisors LLC | 157,992 | $903.7K | 0.0% | New |
| Morgan Stanley | 156,314 | $894.1K | 0.0% | +79,946 |
| Mink Brook Asset Management LLC | 141,235 | $807.9K | 0.4% | New |
| D. E. Shaw & Co., Inc. | 138,084 | $789.8K | 0.0% | −4,839 |
| Jane Street Group, LLC | 122,086 | $698.3K | 0.0% | New |
| Goldman Sachs Group Inc | 105,037 | $600.8K | 0.0% | −253,406 |
| Quantinno Capital Management LP | 99,124 | $567.0K | 0.0% | +50,102 |
| Vanguard Fiduciary Trust Co | 97,999 | $560.6K | 0.0% | −13,130 |
| Trexquant Investment LP | 89,666 | $512.9K | 0.0% | −47,208 |
13F reports cover disclosed long positions in U.S. stocks only.
Sources
The numbers on this page point here. Each one links to the record it came from.
- 1SEC EDGAROptimizeRx Corp filings on SEC EDGAR
- 2SEC EDGAROptimizeRx Corp filings on SEC EDGAR
- 3SEC EDGAROptimizeRx Corp 10-K for fiscal 2025
- 4SEC EDGAROptimizeRx Corp 10-K for fiscal 2019
- 5SEC EDGAROptimizeRx Corp 10-K for fiscal 2020
- 6SEC EDGAROptimizeRx Corp 10-K for fiscal 2021
- 7SEC EDGAROptimizeRx Corp 10-K for fiscal 2023
- 8SEC EDGAROptimizeRx Corp 10-K for fiscal 2022
- 9SEC EDGAROptimizeRx Corp 10-Q for fiscal 2026
- 10SEC EDGAROptimizeRx Corp 10-Q for fiscal 2026
- 11
- 12
- 13
- 14
- 15SEC EDGARDavid Lester, Chair
- 16SEC EDGARDavid Harrell, Chair
- 17SEC EDGARMiriam J. Paramore, President
- 18SEC EDGARDavid Lester, President
- 19
- 20
- 21
- 22
- 23
- 24
- 25
- 26
- 27SEC EDGARDoug Besch, Chief Product Officer
- 28SEC EDGARTodd Inman, Chief Technology Officer
- 29SEC EDGARMiriam J. Paramore, RESIDENT
- 30
- 31
- 32
- 33
- 34SEC EDGARDavid Harrell, Vice President
- 35SEC EDGARTerrence Hamilton, Vice President
- 36
- 37SEC EDGARCathy Klema, Board member
- 38SEC EDGARBryan Archambault, Board member
- 39SEC EDGARWilliam J. Febbo, Board member
- 40SEC EDGAREllen O'Connor Vos, Board member
- 41SEC EDGARGus D. Halas, Board member
- 42SEC EDGARJack T. Pinney, Board member
- 43SEC EDGARShadron L. Stastney, Board member
- 44SEC EDGARThomas Majerowicz, Board member
- 45SEC EDGARMarion Odence-Ford, General counsel