Highest-materiality recent filing
OptimizeRx shareholders OK 1M-share equity plan increase; reject evergreen auto-increase
Shareholders approved amendment to 2021 Equity Plan raising share cap from 4.45M to 5.45M shares (11,541,123 for, 1,096,197 against).
OptimizeRx CCO Theresa Greco to depart June 15; advisory role through June 2027
Greco's separation effective June 15, 2026; she will serve as advisor through June 15, 2027.
OptimizeRx Q1 rev $19.8M, adj EBITDA $3.3M; guides FY rev $95-100M, refi saves $1.5M
Q1 revenue $19.8M (down 10% YoY), GAAP net loss $(0.5)M ($(0.03)/share) vs $(2.2)M loss a year ago.
OptimizeRx appoints Microsoft Health COO Mary Varghese Presti to board
Mary Varghese Presti appointed independent director effective April 3, 2026; board expanded to 7 members.
OptimizeRx dismisses UHY as auditor, appoints Grant Thornton effective March 2026
Audit Committee dismissed UHY on March 25, 2026; Grant Thornton appointed March 26, 2026 for FY2026.
OptimizeRx Q4 net income $5.0M, record adj EBITDA $12.0M; guides FY2026 rev $109-114M
Q4 revenue $32.2M (flat YoY); FY2025 revenue $109.4M (+19% YoY).
OptimizeRx posts Q3 net income of $0.8M, revenue up 22% to $26.1M; raises FY2025 outlook
Q3 revenue $26.1M (+22% YoY); GAAP net income $0.8M ($0.04/share) vs loss of $9.1M in Q3 2024.
OptimizeRx appoints Brendan Merrell COO; expands Stelmakh, Odence-Ford, D'Silva roles
Brendan Merrell named COO effective Aug 18, 2025; base salary $325k, target bonus 40%.
OptimizeRx Q2 revenue $29.2M (+55% YoY); raises FY guidance to $104M-$108M
Q2 GAAP net income $1.5M ($0.08/share) vs net loss of $4.0M ($0.22) YoY.
CEO Steve Silvestro appointed to OptimizeRx Board effective June 20, 2025
Board increased to six members and appointed CEO Stephen Silvestro as director.
OptimizeRx stockholders elect five directors, approve say-on-pay at 2025 annual meeting
All five director nominees elected; Catherine Klema received most votes (11,050,447 for).
OptimizeRx Q1 revenue up 11% to $21.9M; raises FY 2025 guidance
Q1 revenue $21.9M (+11% YoY); gross profit $13.3M (+9% YoY).
OptimizeRx plans new independent director in H2 2025; Whetstone withdraws nomination notice
Plans to add a new independent director in H2 2025 as part of ongoing board refreshment.
OptimizeRx Q4 revenue up 14% to $32.3M; FY2025 guidance at least $100M revenue
Q4 revenue $32.3M (+14% YoY); gross profit $22.0M (+23% YoY, margin 68%).
OptimizeRx appoints Stephen Silvestro as CEO effective March 10, 2025
Stephen Silvestro, previously interim CEO and President, appointed permanent CEO as of March 10, 2025.
CEO William Febbo departs OptimizeRx; receives $675K salary continuation + $450K bonus
William J. Febbo stepped down as CEO and Board member effective Dec 31, 2024; separation agreement signed Jan 3, 2025.
OptimizeRx CEO William Febbo to step down Dec 31; President Stephen Silvestro named interim CEO
CEO William Febbo departs effective Dec 31, 2024; will provide advisory services through March 2025.
OptimizeRx Q3 revenue $21.3M (+30% YoY); GAAP net loss $(9.1)M; guides FY24 rev $88-$92M
Q3 revenue $21.3M, up 30% YoY from $16.3M; gross profit $13.4M (+37%); margin 63%.
OptimizeRx Q2 revenue $18.8M (+36% YoY); GAAP EPS loss $(0.22); guides FY rev >=$100M
Revenue $18.8M (+36% YoY); gross profit $11.7M (+50%); gross margin 62%.
OptimizeRx shareholders approve 1.95M share increase to equity plan at annual meeting
Shareholders approved amendment to 2021 Equity Plan increasing share pool from 2.5M to 4.45M shares (increase of 1.95M).
OptimizeRx Q1 revenue +51% to $19.7M; Adj EBITDA improves to $(0.3)M; reaffirms FY guidance
Revenue $19.7M, +51% YoY; gross profit $12.2M, +64% YoY.
OptimizeRx prelim Q1 revenue $18.5-19.2M (+40% YoY); ahead of consensus
Revenue expected between $18.5M and $19.2M for Q1 2024, over 40% growth YoY; GAAP net loss $(8.2)-$(7.0)M.
Q4 revenue $28.4M (+44% YoY); gross profit $17.8M (63% margin).
OptimizeRx reports preliminary Q4 GAAP net loss of $7.2M, extends audited financials deadline
GAAP net loss for Q4 2023 was $7.2M vs $0.3M loss in Q4 2022; FY2023 net loss $20.6M vs $11.4M.
OptimizeRx reaffirms FY2023 prelim revenue >$68-70M; updates 2024 revenue guidance to at least $100M
FY2023 preliminary revenue exceeds $68-70M range; adjusted EBITDA in $3-4M range, consistent with prior guidance.
Gus Halas retired as Chairperson effective Jan 24, 2024, after nearly a decade of service.
OptimizeRx completes acquisition of Medicx Health; FY2022 revenue $28.1M
Medicx FY2022: revenue $28.1M, net income $4.5M; FY2021: revenue $18.5M, net income $0.8M.
OptimizeRx Q3 revenue $16.3M (+8% YoY); raises 2023 guidance, introduces 2024 outlook
GAAP net loss per share $(0.17); non-GAAP EPS $0.09 vs $0.07 YoY.
OptimizeRx completes $95M acquisition of Medicx Health; appoints new President and CCO
Closed acquisition of Medicx Health for $95M in aggregate consideration (subject to adjustments).
OptimizeRx acquires Medicx Health for $95M; preannounces Q3 revenue $15.2-$15.5M
Acquires Medicx Health for $95M in cash; closing expected Q4 2023; management to reinvest ~$10.5M in OPRX common stock.
OptimizeRx Q2 revenue falls 1% to $13.8M, GAAP EPS loss $(0.24), cuts 2023 outlook.
Revenue $13.8M, down 1% YoY; gross profit $7.8M, down 13%.
OPRX say-on-pay proposal fails with 58.8% of votes cast against
Say-on-pay: 4,722,546 for, 6,738,014 against, 393,696 abstain; broker non-votes 1,771,637.
OptimizeRx Q1 revenue down 5% to $13.0M; GAAP EPS loss $(0.37), non-GAAP loss $(0.09)
Total revenue $13.0M, down 5% from $13.7M a year ago; gross profit $7.4M (-8% YoY).
OptimizeRx announces $15M stock buyback program through March 2024
Board authorized repurchase of up to $15M of common stock.
OptimizeRx Q4 revenue $19.7M (-3% YoY); guides FY23 revenue growth at least 10%
Q4 revenue $19.7M (-3% YoY), gross profit $12.5M (+1%), GAAP net loss $0.3M ($0.02 loss per share).
OptimizeRx Q3 revenue $15.1M, down 6% YoY; GAAP loss $0.19/share; FY guidance reaffirmed
Revenue $15.1M (-6% YoY, +8% QoQ); gross margin improved to 62% from 56%.
OptimizeRx Q2 revenue up 3% to $14M, GAAP net loss of $3.9M, cuts FY 2022 outlook
GAAP net loss of $3.9M ($0.21/sh) vs prior-year net income of $0.4M ($0.02/sh).
OptimizeRx Q2 revenue up 3% to $14M; GAAP net loss $3.9M, cuts FY2022 guidance
Revenue $14.0M (+3% YoY); gross margin improved to 64% from 59%.
OptimizeRx annual meeting elects directors, approves say-on-pay and auditor ratification
All six director nominees elected; Gus D. Halas received 4,000,363 votes withheld, highest among nominees.
OptimizeRx authorizes $20M share repurchase program through May 2023
Board authorized repurchase of up to $20M of outstanding common stock.
OptimizeRx Q1 revenue up 22% to $13.7M; GAAP net loss widens to $3.8M
Revenue $13.7M, +22% YoY; gross margin 59% vs 55%.
OptimizeRx acquires EvinceMed assets for $2M cash and up to 240,741 shares
Asset purchase of EvinceMed Corp.; total consideration includes $2M cash and up to 240,741 common shares.
OptimizeRx adopts 2022 Cash Bonus Plan; CCO salary $350k, GC $296k
Compensation Committee adopted 2022 Cash Bonus Plan aligning officer pay with strategic goals.
OptimizeRx Q4 revenue $20.3M (+24% YoY), FY revenue $61.3M (+42%), guides FY22 $80-85M
Q4 GAAP net income $0.6M ($0.04 diluted EPS); non-GAAP net income $4.0M ($0.22 diluted EPS).
OptimizeRx preliminary Q4 revenue ~$20.3M record; guides 2022 revenue $80-85M
Preliminary Q4 2021 revenue ~$20.3M (record); full-year revenue rose 42% YoY.
OptimizeRx President & CSO Miriam Paramore to retire, transition to advisor role
Paramore retires as President & CSO effective Dec 31, 2021; will advise through July 31, 2022.
OptimizeRx held Q3 2021 earnings call but transcript excerpt lacks financial details
Conference call held on November 9, 2021 to discuss quarterly results.
OptimizeRx Q3 revenue up 53% to $16.1M; GAAP net income $0.04M
Revenue $16.1M (+53% YoY); brands on platform increased to 182 from 140.
OptimizeRx CEO William Febbo gets $12.5M PRSU grant, base salary to $450k
Base salary increased to $450,000 upon signing; annual target bonus raised to 100% of base salary.
OptimizeRx appoints Edward Stelmakh CFO/COO; Doug Baker transitions to EVP of finance
Edward Stelmakh named CFO/COO effective Oct 11, 2021; Doug Baker becomes EVP of finance and accounting.
Accordingly, effective as of the Separation Date, Ms. Greco will no longer serve as the Company’s Chief Commercial Officer.
appointed the Company’s CEO Stephen Silvestro to serve as a director
announced that Stephen Silvestro has been appointed to serve as the Company’s Chief Executive Officer, effective as of March 10, 2025
William J. Febbo stepped down from his positions as Chief Executive Officer (“CEO”) and Member of the Board of Directors (the “Board”) of OptimizeRx Corporation (the “Company”) effective as of December 31, 2024.
Effective January 24, 2024, the Board increased the size of the Board to seven (7) members and, upon the recommendation of the Board’s Nominating & Governance Committee, appointed Catherine M. Klema to serve as a director of the Company
Effective January 24, 2024, the Board appointed Lynn O’Connor Vos, a director of the Company, to serve as Chairperson of the Board
Effective January 24, 2024, Gus Halas retired from his position as Chairperson of the Board of Directors
the Board determined to appoint Stephen L. Silvestro President of the Company effective as of the closing of the Merger.
Stephen L. Silvestro will be appointed President of the Company effective as of the closing of the Merger.
Ms. Paramore will retire as President & Chief Strategy Officer of the Company effective as of December 31, 2021
On September 24, 2021, the Company and Douglas P. Baker, the Company’s current Chief Financial Officer, agreed that Mr. Baker will transition into the position of EVP of finance and accounting.
On September 30, 2021, OptimizeRx Corporation (the “Company”) announced that Edward Stelmakh has been appointed to serve as the Company’s Chief Financial Officer/Chief Operations Officer, effective as of October 11, 2021 (the “Effective Date”).
Max materiality 0.85 · Median 0.65 · Most common event earnings