OPRX OptimizeRx Corp

NEUTRAL Impact: 3/10 DEFA14A
Horizon days Filed Jun 1, 2026 Processed 11d 21h ago SEC 0001213900-26-063148
Proxy solicitation materials
Latest settled — T+5d
OPRX ▼ -5.02% at T+5d
NEUTRAL call ✗ call lost -5.02% · α vs SPY -2.27% · entry $5.38 → $5.11
Next anchor: T+20d in 17d
Currently $5.23 · -2.79% from $5.38 entry
Entry anchored
Jun 1, 2026
via day open
T+1d
-1.86%
call -1.86% · α -2.00%
$5.28
settled 11d ago
T+5d
-5.02%
call -5.02% · α -2.27%
$5.11
settled 5d ago
T+20d
call — · α —
in 17d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

OptimizeRx filed definitive additional proxy materials urging shareholders to vote FOR Proposal No. 4, which would amend the 2021 Equity Plan to include an evergreen provision allowing annual automatic increases of up to 5% of outstanding shares through 2031. The board argues this ensures sufficient equity for compensation without needing repeated shareholder votes, with safeguards including board discretion to reduce increases and a five-year plan expiration.

Actionable Insight

Vote outcome on Proposal No. 4 will determine whether equity grant capacity auto-replenishes. If approved, expect continued equity compensation without further shareholder votes; if rejected, the company may need to seek authorization via another proxy statement or use cash compensation instead.

Key Facts

  • Annual meeting scheduled for June 9, 2026.
  • Proposal No. 4 seeks adoption of an evergreen provision for the 2021 Equity Plan.
  • Provision allows automatic annual increase of 5% of outstanding shares on each January 1 from 2027 to 2031.
  • Board has discretion to reduce or eliminate any annual increase.
  • Current share reserve plus 1,000,000 additional shares from Proposal No. 3 expected to last only one year.
  • Evergreen provision designed to avoid future proxy solicitations solely to increase share pool.
  • D.F. King & Co. retained as proxy solicitor for estimated fee of $20,000.

Financial Impact

Potential annual dilution of up to 5% of outstanding shares through 2031, though similar to historical authorization levels.

dilution

Risk Factors

  • If approved, ongoing dilution of up to 5% annually could pressure EPS growth.
  • If rejected, equity compensation constraints may impact retention and require higher cash expenses.

Market Snapshot

Exchange
Nasdaq
Sector
Services-Business Services, NEC
Analyst Consensus
85% bullish (13 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001213900-26-063148
Document: 0001213900-26-063148-index-headers.html0001213900-26-063148
Document: 0001213900-26-063148-index.html0001213900-26-063148
Document: 0001213900-26-063148.txt0001213900-26-063148
9 reports for OPRX
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+1▲ +1.48%Mar 5, 2026
Filters
Rows
Reports for OPRX — sortable, filterable
Type Now
Jun 12, 2026
today
8-K
NEUTRAL ★ 3/10
$5.24 awaiting T+5awaiting T+5$5.23 (−0.19%)
Jun 11, 2026
1d ago
Institutional Cluster
MIXED ★ 4/10
$5.13 awaiting T+5awaiting T+5$5.23 (+2.05%)
Jun 5, 2026
7d ago
8-K
NEUTRAL ★ 3/10
$5.12 awaiting T+5awaiting T+5$5.23 (+2.15%)
Jun 1, 2026
11d ago
DEFA14A
NEUTRAL ★ 3/10
$5.38 $5.11▼ −5.02%▼ −2.27%$5.23 (−2.79%)
May 21, 2026
22d ago
Press Release
NEUTRAL ★ 4/10
$4.94 $5.19▲ +5.06%▲ +3.21%$5.23 (+5.87%)
May 12, 2026
4w ago
Press Release
MIXED ★ 6/10
$4.92 $4.83▼ −1.83%▼ −0.67%$5.23 (+6.30%)
Mar 5, 2026
14w ago
Press Release
BULLISH ★ 8/10
$6.74 $6.40▼ −5.04%▼ −3.52%$5.23 (−22.40%)
Mar 5, 2026
14w ago
8-K
BULLISH ★ 8/10
$6.74 $6.40▼ −5.04%▼ −3.52%$5.23 (−22.40%)
Mar 5, 2026
14w ago
Press Release
BULLISH ★ 8/10
$6.74 $6.40▼ −5.04%▼ −3.52%$5.23 (−22.40%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (52h 27m)

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