OptimizeRx Corp
OPRXNasdaqIndustrials · Services-Business Services, NEC · NV · SEC filings ↗ · Compare ⊕
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SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $109.4M | $92.1M | $71.5M | $1.0M | $4.5M | $43.3M |
| Operating income | $11.7M | −$13.7M | −$26.4M | −$12.3M | $361,100 | −$2.1M |
| Net income | $5.1M | −$20.1M | −$17.6M | −$11.4M | $378,079 | −$2.2M |
| Total assets | $176.9M | $171.2M | $183.4M | $134.7M | $141.0M | $60.3M |
| Total liabilities | $48.6M | $54.2M | $56.8M | $8.5M | $9.6M | $10.4M |
| Equity | $128.3M | $117.0M | $126.6M | $126.1M | $131.4M | $50.0M |
| EPS (diluted) | $0.27 | $-1.10 | $-1.03 | $-0.64 | $0.02 | $-0.15 |
| Shares out. | 18.5M | 18.2M | 17.1M | 17.9M | 16.8M | 14.6M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 10.7%
- Net margin
- 4.7%
- Return on equity
- 4.0%
- Return on assets
- 2.9%
- Return on capital (ROCE)
- 7.5%
- Liabilities / assets
- 27.5%
- Debt / equity
- 0.38×
- Book value / share
- $6.94
- Revenue growth (YoY)
- 18.8%
- Net income growth (YoY)
- —
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Altman Z″ (distress)
- 3.37safe
- Accruals / assets
- −7.7%clean
- Piotroski F-Score
- 8/9strong
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.
Signs
● 1 severe● 6 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
- Altman Z″ in the safe zone
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Qmissed a reporting deadline ↗Aug 15, 2024
- NT 10-Kmissed a reporting deadline ↗Mar 28, 2024
- NT 10-Kmissed a reporting deadline ↗Mar 16, 2020
- NT 10-Qmissed a reporting deadline ↗Aug 15, 2011
- NT 10-Qmissed a reporting deadline ↗Nov 15, 2010
- NT 10-Qmissed a reporting deadline ↗Nov 13, 2009
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Group IncPassive (13G)Mar 27, 2026
- Royce & Associates LpPassive (13G)Jul 16, 2025
- Whetstone Capital Advisors, LlcActivist (13D)Apr 21, 2025
- Samjo Management, LlcPassive (13G)Feb 13, 2025
- First Light Asset Management, LlcPassive (13G)Jan 8, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Greco TheresaOfficer — Chief Commercial Officer | May 15, 2026 | Tax withholding | 914 | $5.21 |
| Silvestro Stephen LOfficer — Chief Executive Officer | May 15, 2026 | Tax withholding | 5,219 | $5.21 |
| Odence-Ford MarionOfficer — Chief Legal & Admin Officer | Feb 11, 2026 | Option exercise | 4,000 | — |
| Greco TheresaOfficer — Chief Commercial Officer | Dec 23, 2025 | Tax withholding | 1,420 | $12.74 |
| Silvestro Stephen LOfficer — Chief Executive Officer | Dec 23, 2025 | Tax withholding | 3,361 | $12.74 |
| Odence-Ford MarionOfficer — Chief Legal & Admin Officer | Dec 23, 2025 | Tax withholding | 4,051 | $12.74 |
| Besch DougOfficer — Chief Product & Tech Officer | Dec 23, 2025 | Tax withholding | 4,079 | $12.74 |
| Stelmakh EdwardOfficer — Chief Finance & Strat Officer | Dec 23, 2025 | Tax withholding | 3,658 | $12.74 |
| Stelmakh EdwardOfficer — Chief Finance & Strat Officer | Dec 19, 2025 | Option exercise | 5,237 | $0.00 |
| Silvestro Stephen LOfficer — Chief Executive Officer | Dec 19, 2025 | Option exercise | 6,546 | $0.00 |
| Odence-Ford MarionOfficer — Chief Legal & Admin Officer | Dec 19, 2025 | Option exercise | 3,928 | $0.00 |
| Merrell Brendan W.Officer — CHIEF OPERATING OFFICER | Dec 19, 2025 | Tax withholding | 289 | $13.51 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 2.0M | 3.2 | -6.9% |
| Apr 30, 2026 | 2.2M | 5.0 | +0.1% |
| Apr 15, 2026 | 2.2M | 4.9 | +8.7% |
| Mar 31, 2026 | 2.0M | 3.5 | +25.0% |
| Mar 13, 2026 | 1.6M | 2.6 | +13.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Entered a material agreement · Terminated a material agreement · Results of operations · New financial obligationMay 12, 2026
- Director / officer change · Regulation FD disclosureApr 9, 2026
- Changed auditorMar 30, 2026
- Entered a material agreement · Results of operations · Other material eventMar 5, 2026
- Results of operationsNov 6, 2025
- Director / officer change · Regulation FD disclosureAug 19, 2025
- Results of operationsAug 7, 2025
- Director / officer change · Regulation FD disclosureJun 24, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- DEFA14ADEFINITIVE ADDITIONAL MATERIALSJun 1, 2026
- 4FORM 4May 18, 2026
- 4FORM 4May 18, 2026
- 10-QMay 13, 2026
- 8-KMay 12, 2026
- ARSApr 30, 2026
- DEF 14APROXY STATEMENTApr 30, 2026
- 3FORM 3Apr 22, 2026
- 8-KCURRENT REPORTApr 9, 2026
- 8-KMar 30, 2026
- SCHEDULE 13G/AMar 27, 2026
- 10-KMar 12, 2026
- 8-KMar 5, 2026
- 4FORM 4Feb 13, 2026
- 4/AFORM 4/ADec 23, 2025
Event-driven situations (2)
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