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Compiled from SEC Form N-PX filings and OPTIMIZERX CORP.’s Form 8-K, filed 2024-06-07 (Item 5.07 on EDGAR). Page generated 04 October 2026.
Explore OPTIMIZERX CORP. in the interactive database Compare manager voting policies
These tallies are OPTIMIZERX CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2024-06-07 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: William J. Febbo | 13,303,897 | -- | -- | 259,769 | 1,966,973 | Majority: yes |
| Elect Director: Lynn O'Connor Vos | 10,828,860 | -- | -- | 2,734,806 | 1,966,973 | Majority: yes |
| Elect Director: James Lang | 10,364,595 | -- | -- | 3,199,071 | 1,966,973 | Majority: yes |
| Elect Director: Patrick Spangler | 11,108,503 | -- | -- | 2,455,163 | 1,966,973 | Majority: yes |
| Elect Director: Gregory D. Wasson | 12,800,662 | -- | -- | 763,004 | 1,966,973 | Majority: yes |
| Elect Director: Catherine D. Klema | 13,107,201 | -- | -- | 456,465 | 1,966,973 | Majority: yes |
Source: OPTIMIZERX CORP., Form 8-K, filed with the SEC on 2024-06-07 — read the filing on EDGAR.
Each item below shows how the 136 asset managers that disclosed a OPTIMIZERX CORP. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of OPTIMIZERX CORP.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 7 wordings of this item as funds reported it.
46.5% fund support · no official result
The 128 asset managers below cast 46.5% of the shares they voted on this item FOR (4,387,385 for, 5,056,082 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,669,304 | 0 | 0 | 0 | For |
| Vanguard | 1,029,443 | 9,988 | 0 | 0 | For |
| BlackRock | 3,398 | 940,886 | 0 | 0 | Against |
| BLAIR WILLIAM & CO/IL | 0 | 672,241 | 0 | 0 | Against |
| RICE HALL JAMES & ASSOCIATES, LLC | 0 | 368,276 | 0 | 0 | Against |
| Federated Hermes | 0 | 356,279 | 0 | 0 | Against |
| Jacob Funds Inc. | 270,092 | 67,654 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 309,168 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 307,063 | 0 | 0 | Against |
| State Street | 288,667 | 3,153 | 0 | 0 | For |
| Fidelity | 282,410 | 7,249 | 0 | 0 | For |
| G2 Investment Partners Management LLC | 282,557 | 0 | 0 | 0 | For |
| UBS | 0 | 252,311 | 0 | 0 | Against |
| Dimensional | 0 | 189,394 | 0 | 0 | Against |
| American Century | 0 | 153,600 | 0 | 0 | Against |
| Northern Trust | 0 | 147,235 | 0 | 0 | Against |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0 | 135,100 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 135,100 | 0 | 0 | Against |
| Bullseye Asset Management LLC | 0 | 132,588 | 0 | 0 | Against |
| GREENWOOD CAPITAL ASSOCIATES LLC | 105,656 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 102,014 | 0 | 0 | Against |
| Charles Schwab | 0 | 86,062 | 0 | 0 | Against |
| PERKINS CAPITAL MANAGEMENT INC | 84,283 | 0 | 0 | 0 | For |
| DE Shaw | 0 | 79,864 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 0 | 72,243 | 0 | 0 | Against |
Showing the 25 largest of 128 asset managers. See all 128 in the interactive database.
Combines 3 wordings of this item as funds reported it.
84% fund support · no official result
The 47 asset managers below cast 84% of the shares they voted on this item FOR (4,146,181 for, 763,098 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,669,304 | 0 | 0 | 0 | For |
| Vanguard | 997,142 | 9,988 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 270,092 | 67,654 | 0 | 0 | For |
| Fidelity | 282,410 | 5,779 | 0 | 0 | For |
| Federated Hermes | 177,848 | 0 | 0 | 0 | For |
| Dimensional | 0 | 146,229 | 0 | 0 | Against |
| BRIDGEWAY FUNDS INC | 0 | 135,100 | 0 | 0 | Against |
| JPMorgan | 0 | 85,404 | 0 | 0 | Against |
| American Century | 0 | 75,969 | 0 | 0 | Against |
| CLEARWATER INVESTMENT TRUST | 72,243 | 0 | 0 | 0 | For |
| Equitable | 27,692 | 24,200 | 0 | 0 | For |
| TIAA | 0 | 43,618 | 0 | 0 | Against |
| Charles Schwab | 43,031 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 39,334 | 0 | 0 | Against |
| Lincoln Financial | 0 | 23,400 | 0 | 0 | Against |
| Bridge Builder Trust | 2,849 | 20,388 | 0 | 0 | Against |
| 1290 Funds | 0 | 18,301 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 0 | 15,519 | 0 | 0 | Against |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 11,432 | 0 | 0 | Against |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 0 | 6,407 | 0 | 0 | Against |
Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.
Combines 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Catherine D. Klema”): 13,107,201 for, 456,465 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 72% for, 2% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (3,167,732 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,007,130 | 0 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 288,189 | 0 | 0 | 0 | For |
| Federated Hermes | 177,848 | 0 | 0 | 0 | For |
| Dimensional | 146,229 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 135,100 | 0 | 0 | 0 | For |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 72,243 | 0 | Abstain |
| Equitable | 51,892 | 0 | 0 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 43,031 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 23,237 | 0 | 0 | 0 | For |
| 1290 Funds | 18,301 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 15,519 | 0 | 0 | 0 | For |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| John Hancock | 5,890 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
94% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Gregory D. Wasson”): 12,800,662 for, 763,004 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 70% for, 4% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (2,863,488 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,007,130 | 0 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 288,189 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 177,848 | 0 | Abstain |
| Dimensional | 0 | 0 | 146,229 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 135,100 | 0 | 0 | 0 | For |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 72,243 | 0 | 0 | 0 | For |
| Equitable | 51,892 | 0 | 0 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 43,031 | 0 | Abstain |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 1,975 | 0 | For |
| Bridge Builder Trust | 23,237 | 0 | 0 | 0 | For |
| 1290 Funds | 18,301 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 15,519 | 0 | 0 | 0 | For |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| John Hancock | 5,890 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
76% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: James Lang”): 10,364,595 for, 3,199,071 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 57% for, 18% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (2,509,332 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 0 | 9,988 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 282,410 | 0 | 5,779 | 0 | For |
| Federated Hermes | 0 | 0 | 177,848 | 0 | Abstain |
| Dimensional | 0 | 0 | 146,229 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 135,100 | 0 | Abstain |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 72,243 | 0 | Abstain |
| Equitable | 27,692 | 0 | 24,200 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 43,031 | 0 | Abstain |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 1,975 | 0 | For |
| Bridge Builder Trust | 2,849 | 0 | 20,388 | 0 | Abstain |
| 1290 Funds | 0 | 0 | 18,301 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 0 | 0 | 15,519 | 0 | Abstain |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 11,432 | 0 | Abstain |
| Global X | 0 | 0 | 7,556 | 0 | Abstain |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| John Hancock | 0 | 0 | 5,890 | 0 | Abstain |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
80% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Lynn O'Connor Vos”): 10,828,860 for, 2,734,806 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 59% for, 15% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (2,532,320 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 0 | 9,988 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 282,410 | 0 | 5,779 | 0 | For |
| Federated Hermes | 0 | 0 | 177,848 | 0 | Abstain |
| Dimensional | 0 | 0 | 146,229 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 0 | 0 | 135,100 | 0 | Abstain |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 72,243 | 0 | Abstain |
| Equitable | 27,692 | 0 | 24,200 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 43,031 | 0 | Abstain |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 1,975 | 0 | For |
| Bridge Builder Trust | 2,849 | 0 | 20,388 | 0 | Abstain |
| 1290 Funds | 0 | 0 | 18,301 | 0 | Abstain |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 0 | 0 | 15,519 | 0 | Abstain |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| John Hancock | 0 | 0 | 5,890 | 0 | Abstain |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Patrick Spangler”): 11,108,503 for, 2,455,163 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 61% for, 13% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (2,839,288 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,007,130 | 0 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 288,189 | 0 | 0 | 0 | For |
| Federated Hermes | 0 | 0 | 177,848 | 0 | Abstain |
| Dimensional | 0 | 0 | 146,229 | 0 | Abstain |
| BRIDGEWAY FUNDS INC | 135,100 | 0 | 0 | 0 | For |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 72,243 | 0 | 0 | 0 | For |
| Equitable | 27,692 | 0 | 24,200 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 43,031 | 0 | Abstain |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 1,975 | 0 | For |
| Bridge Builder Trust | 23,237 | 0 | 0 | 0 | For |
| 1290 Funds | 18,301 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 15,519 | 0 | 0 | 0 | For |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| John Hancock | 5,890 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
98% Majority: yes · of votes cast
OPTIMIZERX CORP.’s own tally for this item (“Elect Director: William J. Febbo”): 13,303,897 for, 259,769 withheld, per its Form 8-K filed 2024-06-07 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 18,269,823 outstanding shares: 73% for, 1% withheld (74% of the company cast a for/withheld vote).
The 46 asset managers below cast 100% of the shares they voted on this item FOR (3,239,975 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,007,130 | 0 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 288,189 | 0 | 0 | 0 | For |
| Federated Hermes | 177,848 | 0 | 0 | 0 | For |
| Dimensional | 146,229 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 135,100 | 0 | 0 | 0 | For |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 72,243 | 0 | 0 | 0 | For |
| Equitable | 51,892 | 0 | 0 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 43,031 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 23,237 | 0 | 0 | 0 | For |
| 1290 Funds | 18,301 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 15,519 | 0 | 0 | 0 | For |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| John Hancock | 5,890 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
Combines 3 wordings of this item as funds reported it.
100% fund support · no official result
The 46 asset managers below cast 100% of the shares they voted on this item FOR (3,239,975 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,007,130 | 0 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 288,189 | 0 | 0 | 0 | For |
| Federated Hermes | 177,848 | 0 | 0 | 0 | For |
| Dimensional | 146,229 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 135,100 | 0 | 0 | 0 | For |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 72,243 | 0 | 0 | 0 | For |
| Equitable | 51,892 | 0 | 0 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 43,031 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 23,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 23,237 | 0 | 0 | 0 | For |
| 1290 Funds | 18,301 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 15,519 | 0 | 0 | 0 | For |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 11,432 | 0 | 0 | 0 | For |
| Global X | 7,556 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| John Hancock | 5,890 | 0 | 0 | 0 | For |
Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.
94% fund support · no official result
The 4 asset managers below cast 94% of the shares they voted on this item FOR (1,517,865 for, 104,790 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 1,517,865 | 0 | 0 | 0 | For |
| JPMorgan | 0 | 88,900 | 0 | 0 | Against |
| ESSEX INVESTMENT MANAGEMENT CO LLC | 0 | 9,444 | 0 | 0 | Against |
| ALGERT GLOBAL LLC | 0 | 6,446 | 0 | 0 | Against |
7% fund support · no official result
The 2 asset managers below cast 7% of the shares they voted on this item FOR (158 for, 1,999 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Granite Investment Partners, LLC | 0 | 1,999 | 0 | 0 | Against |
| Cornerstone Investment Partners, LLC | 158 | 0 | 0 | 0 | For |
0% fund support · no official result
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 198 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | 0 | 99 | 0 | 0 | Against |
| Orion Portfolio Solutions, LLC | 0 | 99 | 0 | 0 | Against |
Ranked by the number of OPTIMIZERX CORP. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 18,269,823 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | First Light Asset Management, LLC | 9.14% |
| 2 | Vanguard | 5.69% |
| 3 | BlackRock | 5.17% |
| 4 | BLAIR WILLIAM & CO/IL | 3.68% |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 2.02% |
| 6 | Federated Hermes | 1.95% |
| 7 | Jacob Funds Inc. | 1.85% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.69% |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | 1.68% |
| 10 | State Street | 1.60% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| S F | 10.01% | 13G |
| BlackRock | 6.50% | 13F |
| Vanguard Group | 5.80% | 13F |
| Geode Capital | 2.11% | 13F |
| D.E. Shaw | 1.91% | 13F |
| State Street | 1.83% | 13F |
| Dimensional Fund Advisors | 1.58% | 13F |
| Morgan Stanley | 1.00% | 13F |
| Northern Trust | 0.84% | 13F |
| Goldman Sachs | 0.75% | 13F |
Percentages above are of 18,269,823 shares outstanding, as reported by OPTIMIZERX CORP. on its Form 10-Q dated 2024-05-10 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from OPTIMIZERX CORP.’s 10-Q dated 2024-05-10. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.
At OPTIMIZERX CORP.'s shareholder meeting held 2024-06-05, in the 2023-2024 proxy season, 136 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,333 separate fund positions. Their filings are grouped here into 12 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. OPTIMIZERX CORP.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory approval of the compensation of OptimizeRx's named executive officers. — the reporting funds cast 46.5% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.
OPTIMIZERX CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.