OptimizeRx Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqCM:OPRX Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
12 Dec 24	BuyUS$100,220	William Febbo	Individual		20,000	US$5.01
09 Jan 24	SellUS$60,751	Marion Odence-Ford	Individual		4,000	US$15.19

Insider Trading Volume

Insider Buying: OPRX insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of OPRX?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	2,314,647	12.6%
General Public	3,521,550	19.1%
Institutions	12,584,709	68.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 69.76% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.83%	First Light Asset Management, LLC	1,811,611	US$8.9m	-0.84%	0.78%
7.52%	Michael Weintraub	1,384,467	US$6.8m	0%	no data
6.92%	BlackRock, Inc.	1,274,761	US$6.3m	8.45%	no data
5.67%	Samjo Management, LLC	1,044,800	US$5.1m	34%	2.22%
5.17%	The Vanguard Group, Inc.	952,893	US$4.7m	-2.12%	no data
4.77%	AWM Investment Company Inc	878,485	US$4.3m	-18%	0.5%
3.68%	William Blair Investment Management, LLC	677,094	US$3.3m	5.18%	no data
3.34%	Rice Hall James & Associates, LLC	615,441	US$3.0m	24.1%	0.16%
2.86%	William Febbo	526,253	US$2.6m	3.95%	no data
2.2%	Dimensional Fund Advisors LP	404,427	US$2.0m	24.8%	no data
2.15%	Geode Capital Management, LLC	395,800	US$1.9m	-4.84%	no data
2.04%	Kennedy Capital Management LLC	376,324	US$1.8m	12.6%	0.04%
1.9%	State Street Global Advisors, Inc.	350,093	US$1.7m	0.52%	no data
1.73%	UBS Asset Management AG	318,268	US$1.6m	0.93%	no data
1.43%	D. E. Shaw & Co., L.P.	263,655	US$1.3m	-14.5%	no data
1.31%	G2 Investment Partners Management LLC	242,208	US$1.2m	-38.3%	0.26%
1.31%	Essex Investment Management Company, LLC	242,025	US$1.2m	42.9%	0.19%
1.16%	Bullseye Asset Management LLC	214,046	US$1.1m	55.6%	0.46%
0.99%	Northern Trust Global Investments	183,001	US$898.5k	25.2%	no data
0.84%	Bridgeway Capital Management, LLC	154,100	US$756.6k	0%	0.01%
0.65%	Morgan Stanley, Investment Banking and Brokerage Investments	119,826	US$588.3k	88.3%	no data
0.62%	Jacob Asset Management of New York LLC	114,841	US$563.9k	-65.4%	2.1%
0.57%	Janney Montgomery Scott LLC, Asset Management Arm	104,917	US$515.1k	0%	no data
0.55%	Perkins Capital Management, Inc.	101,363	US$497.7k	-0.98%	0.43%
0.54%	AMH Equity, Ltd.	100,000	US$491.0k	0%	0.52%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 10:58
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

OptimizeRx Corporation is covered by 14 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Kyle Bauser	B. Riley Securities, Inc.
Constantine Davides	JMP Securities
Eric Martinuzzi	Lake Street Capital Markets, LLC