OPRX Insider Trading

OptimizeRx Corp. (OPRX) operates in the Healthcare sector, specifically the Medical - Healthcare Information Services industry, with a market capitalization near $158.1M, listed on NASDAQ, employing roughly 133 people, carrying a beta of 1.09 to the broader market. OptimizeRx Corp. Led by Stephen L. Silvestro, public since 2007-11-28.

In the last 12 months, OptimizeRx Corp. insiders made 0 buy transactions and 1 sale transaction.

DateNameTypeSharesPriceValue
Oct 2, 2026D'Silva Andrew J.F-InKind414$8.39$3.5K
Sep 2, 2026D'Silva Andrew J.F-InKind1,432$7.86$11.3K
Aug 24, 2026Silvestro Stephen LA-Award79,200$0.00$0
Aug 24, 2026D'Silva Andrew J.A-Award57,600$0.00$0
Aug 24, 2026Merrell Brendan W.A-Award57,600$0.00$0
Aug 24, 2026Odence-Ford MarionA-Award57,600$0.00$0
Aug 24, 2026Merrell Brendan W.F-InKind1,020$7.71$7.9K
Aug 24, 2026Silvestro Stephen LF-InKind1,737$7.71$13.4K
Aug 24, 2026Odence-Ford MarionF-InKind1,529$7.71$11.8K
Aug 24, 2026D'Silva Andrew J.F-InKind1,243$7.71$9.6K

OPRX Insider Activity by Quarter

Reported Form 4 and Form 5 lines under OPRX's own SEC company ID, by transaction date, back to Q4 2024. Purchases and sales are code P / S (open market or private) in the company's shares; other lines are purchases and sales of other securities (options, warrants, preferred), awards, exercises, tax withholding, gifts and other acquisitions and dispositions. Later filings and amendments can change the current quarter. Earlier quarters are not shown: the filings read reach back to Jan 11, 2021, and a quarter counts only when every filing for it was read.

QuarterPurchasesBoughtSalesSoldOther Lines
Q4 2026 (so far)0N/A0N/A1
Q3 20260N/A0N/A10
Q2 20260N/A0N/A10
Q1 20260N/A0N/A3
Q4 20250N/A2$49.1K36
Q3 20250N/A1$194.5K14
Q2 20250N/A0N/A10
Q1 20251$2.4M0N/A16
Q4 20241$100.2K0N/A41

OPRX Institutional Ownership (13F)

As of Jun 30, 2026 (Q2 2026), 113 institutions reported holding 11,223,933 OPRX shares, valued at $64.2M as reported, 66.8% of its market cap (market cap of Jun 26, 2026). That is -15 institutions from the quarter before. Among managers whose reports for both quarters are comparable, 22 opened a position, 36 closed one, 33 added and 42 trimmed.

Top Holders, Q2 2026

ManagerSharesValueChange
Whetstone Capital Advisors, LLC1,508,303$8.6MUnchanged
ROYCE & ASSOCIATES LP1,089,398$6.2M+201,368
VANGUARD CAPITAL MANAGEMENT LLC699,604$4.0M+14,155
KENNEDY CAPITAL MANAGEMENT LLC644,150$3.7M-12,108
RICE HALL JAMES & ASSOCIATES, LLC633,842$3.6M+31,921
BLAIR WILLIAM & CO/IL607,925$3.5M-7,067
AQR CAPITAL MANAGEMENT LLC583,956$3.3M+369,002
DIMENSIONAL FUND ADVISORS LP477,687$2.7M-85,883
BlackRock, Inc.445,382$2.5M-718,119
Parkman Healthcare Partners LLC350,347$2.0M-379,022

By Quarter

QuarterInstitutionsSharesValue
Q2 202611311,223,933$64.2M
Q1 202612813,623,110$85.8M
Q4 202512913,344,527$163.9M
Q3 202512513,357,515$273.8M
Q2 202511012,458,660$168.2M
Q1 20258711,735,052$101.6M
Q4 20248711,369,362$55.3M
Q3 20248512,381,234$95.6M
Q2 20249213,293,370$133.0M

From the SEC's Form 13F data sets: investment managers with $100 million or more in Section 13(f) securities report their holdings each quarter, up to 45 days after it ends; a restated filing replaces the original, and values are as the managers reported them (a position whose price runs about 1,000 times below other managers', from a manager whose positions mostly do, is read as reported in thousands of dollars). The same shares can be reported by more than one manager, so totals can count some twice.

ETFs Holding OPRX

FundWeight of OPRXShares (as reported)Value (as reported)Source updated
VTI Vanguard Morningstar Total Stock Market ETF0.00%494,252$3.9MOct 7, 2026
DFSV U.S. Small Cap Value Portfolio ETF Class Shares0.01%310,234$2.7MOct 8, 2026
VXF Vanguard Extended Market ETF0.00%187,686$1.5MOct 7, 2026
IWC iShares Micro-Cap ETF0.03%52,019$444.8KOct 8, 2026
ITOT iShares Core S&P Total U.S. Stock Market ETF0.00%46,141$394.5KOct 8, 2026
EES WisdomTree U.S. SmallCap Fund0.02%15,344$135.2KOct 7, 2026
AVSC Avantis U.S. Small Cap Equity ETF0.00%2,960$25.3KOct 8, 2026
DCOR U.S. Core Equity 1 Portfolio ETF Class Shares0.00%1,149$10.1KOct 8, 2026

From each fund's latest holdings file on record that shows OPRX's listed security itself. A file counts when its line count is consistent with the fund's reported holdings count (at most twice it plus 10, or at most 1,000 lines for a reported count of exactly 10, which the data source gives many funds as a cap), read with that file or inherited from the fund's last classified file (within 20% of its line count, read within 60 days). Funds whose line for the company could not be confirmed as OPRX's listed security, or that hold it through underlying funds (look-through), are not listed. Only long positions count: a fund is left out when any of its lines for OPRX reports a negative weight, share count or value, or none of them above zero (a short position, or figures that disagree). Shares, value and weight are as reported in each fund's file, dated by the data source's last update of that file (not the date of the positions); the weight is OPRX's share of that fund.

How to Read OPRX Insider Activity

Net insider sentiment skews to the sell side over the trailing twelve months: 1 sales versus 0 buys. Insider sales carry less informational weight than buys because they are often driven by liquidity, tax planning, or pre-scheduled Rule 10b5-1 trading plans rather than negative information. The transaction type alone does not say whether a sale was made on the open market or privately, or under a 10b5-1 plan; the filing's plan checkbox and footnotes do. The transaction table above includes the filer's reporting name, transaction type, share count, per-share price, and total dollar value where computable. For options traders, insider activity is one input to event-driven sizing alongside earnings calendar, analyst-rating cluster moves, and the implied-vol surface. Form 4 filings (the dominant Section 16 reporting form) must be submitted within two business days of the transaction; clusters of buys across multiple insiders within a short window are the strongest informational pattern. SEC EDGAR carries the underlying source filings for verification and additional historical depth.

Learn how insider trading is reported and how to read the data →

Frequently asked OPRX insider trading questions

How active are OPRX insiders right now?
Over the trailing twelve months, OptimizeRx Corp. (OPRX) insiders made 0 buy transactions and 1 sale transaction. Net insider sentiment over the trailing twelve months tilts to the sell side (1 sales vs 0 buys). The transaction list above shows the most recent filings; each entry includes the insider's name, transaction type, share count, and per-share price.
What counts as an insider transaction?
Section 16 of the Securities Exchange Act requires officers, directors, and 10% beneficial-owner shareholders to disclose changes in their holdings via Form 3 (initial statement), Form 4 (subsequent transactions, filed within two business days), and Form 5 (annual catch-up). Insider transactions cover open-market purchases and sales, exercise of stock options, gifts, and grants. The "transaction type" field on each row distinguishes these subcategories.
Are OPRX insider buys a bullish signal?
Insider purchases (Type P, made on the open market or privately; the code covers both) carry more informational weight than insider sales: an insider must commit personal capital, and the SEC scrutinizes purchases under Rule 10b5-1 for material non-public information. Sales, by contrast, are often driven by liquidity, tax planning, or pre-scheduled 10b5-1 trading plans rather than negative information. Cluster buying (multiple insiders buying within a short window) is a stronger signal than isolated buys.
How do OPRX insider transactions affect options pricing?
Insider transaction data does not directly drive implied volatility, but Form 4 disclosures can move single-name IV if the size or timing is unusual (e.g. a large CEO buy ahead of an earnings window). Options markets price the marginal informational content; routine transactions under pre-scheduled plans are typically ignored. For event-driven options sizing, pair the insider transaction history with the upcoming earnings calendar.