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OPTIMIZERX CORP. 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and OPTIMIZERX CORP.’s Form 8-K, filed 2025-06-16 (Item 5.07 on EDGAR). Page generated 04 October 2026.

8Reported items
120Asset managers
895Fund votes
2025-06-11Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore OPTIMIZERX CORP. in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by OPTIMIZERX CORP.

These tallies are OPTIMIZERX CORP.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-16 (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.

OPTIMIZERX CORP. — official shareholder meeting results, meeting held 2025-06-11
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Lynn O'Connor Vos	7,678,993	--	--	5,380,016	2,874,955	Majority: yes
Elect Director: Catherine Klema	11,050,447	--	--	2,008,562	2,874,955	Majority: yes
Elect Director: James Lang	8,291,707	--	--	4,767,302	2,874,955	Majority: yes
Elect Director: Patrick Spangler	7,413,854	--	--	5,645,155	2,874,955	Majority: yes
Elect Director: Gregory D. Wasson	8,809,348	--	--	4,249,661	2,874,955	Majority: yes

Source: OPTIMIZERX CORP., Form 8-K, filed with the SEC on 2025-06-16 — read the filing on EDGAR.

How asset managers voted at the OPTIMIZERX CORP. 2024-2025 meeting

Each item below shows how the 120 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.

1. ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

46.4% fund support · no official result

FOR 34%AGAINST 40%ABSTAIN 26%

The 115 asset managers below cast 46.4% of the shares they voted on this item FOR (3,181,954 for, 3,674,588 against).

FOR: 3,181,954 (34.2%)AGAINST: 3,674,588 (39.6%)ABSTAIN: 2,433,961 (26.2%)

Largest asset managers voting on “ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Against	Abstain	Vote
Whetstone Capital Advisors, LLC	0	0	1,365,401	Abstain
Royce	0	0	991,300	Abstain
BlackRock	933,264	1	0	For
Vanguard	926,087	2,162	0	For
Jacob Funds Inc.	581,591	0	0	For
BLAIR WILLIAM & CO/IL	0	564,154	0	Against
RICE HALL JAMES & ASSOCIATES, LLC	0	542,649	0	Against
GEODE CAPITAL MANAGEMENT, LLC	0	374,741	0	Against
Fidelity	0	339,668	0	Against
KENNEDY CAPITAL MANAGEMENT LLC	0	283,282	0	Against
Dimensional	0	241,145	0	Against
Bullseye Asset Management LLC	0	206,527	0	Against
MARSHALL WACE, LLP	0	199,243	0	Against
State Street	168,491	1,120	0	For
Calamos	164,851	0	0	For
Northern Trust	137,075	7	0	For
Charles Schwab	0	108,452	0	Against
Invesco	0	87,995	0	Against
AVENIR CORP	0	0	77,260	Abstain
CLEARWATER INVESTMENT TRUST	0	73,397	0	Against
Russell Investments	0	62,727	0	Against
Nuveen	52,563	0	0	For
Equitable	11,530	39,850	0	Against
P.A.W. CAPITAL CORP	0	50,000	0	Against
TIAA	43,618	0	0	For

Showing the 25 largest of 115 asset managers. See all 115 in the interactive database.

2. Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until the 2026 annual meeting of stockholders and until his or her successor is duly elected and qualified or until his or her earlier death, resignation, or removal: Catherine Klema

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%WITHHELD 15%

FOR: 11,050,447WITHHELD: 2,008,562

OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Catherine Klema”): 11,050,447 for, 2,008,562 withheld, per its Form 8-K filed 2025-06-16 (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 18,495,111 outstanding shares: 60% for, 11% withheld (71% of the company cast a for/withheld vote).

The 44 asset managers below cast 100% of the shares they voted on this item FOR (3,738,987 for, 0 against).

FOR 99%

FOR: 3,738,987 (98.6%)ABSTAIN: 53,202 (1.4%)

Largest asset managers voting on “Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until ” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	902,201	0	For
Jacob Funds Inc.	581,591	0	For
BlackRock	579,452	0	For
Royce	520,786	0	For
Fidelity	338,134	0	For
Dimensional	218,105	0	For
Calamos	148,662	0	For
CLEARWATER INVESTMENT TRUST	73,397	0	For
Charles Schwab	54,224	0	For
Equitable	11,530	39,850	Abstain
TIAA	43,618	0	For
CITY NATIONAL ROCHDALE FUNDS	39,334	0	For
QUANTITATIVE MASTER SERIES LLC	31,635	0	For
SEI	20,845	0	For
Northern Trust	20,300	0	For
Russell Investments	18,854	0	For
American Century	17,200	0	For
Lincoln Financial	14,575	0	For
World Funds Trust	14,000	0	For
BRIDGEWAY FUNDS INC	12,129	0	For
Global X	10,762	0	For
AIG/SunAmerica	9,322	0	For
Exchange Place Advisors Trust	8,406	0	For
Goldman Sachs	0	6,422	Abstain
Jackson National	6,407	0	For

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

3. Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until the 2026 annual meeting of stockholders and until his or her successor is duly elected and qualified or until his or her earlier death, resignation, or removal: Gregory D. Wasson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

67% Majority: yes · of votes cast

FOR 67%WITHHELD 33%

FOR: 8,809,348WITHHELD: 4,249,661

OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Gregory D. Wasson”): 8,809,348 for, 4,249,661 withheld, per its Form 8-K filed 2025-06-16 (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 18,495,111 outstanding shares: 47.6% for, 23% withheld (71% of the company cast a for/withheld vote).

The 44 asset managers below cast 100% of the shares they voted on this item FOR (3,396,113 for, 0 against).

FOR 90%10%

FOR: 3,396,113 (89.6%)ABSTAIN: 396,076 (10.4%)

Largest asset managers voting on “Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until ” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	902,201	0	For
Jacob Funds Inc.	581,591	0	For
BlackRock	579,452	0	For
Royce	520,786	0	For
Fidelity	338,134	0	For
Dimensional	0	218,105	Abstain
Calamos	148,662	0	For
CLEARWATER INVESTMENT TRUST	73,397	0	For
Charles Schwab	0	54,224	Abstain
Equitable	11,530	39,850	Abstain
TIAA	43,618	0	For
CITY NATIONAL ROCHDALE FUNDS	39,334	0	For
QUANTITATIVE MASTER SERIES LLC	31,635	0	For
SEI	20,845	0	For
Northern Trust	20,300	0	For
Russell Investments	18,854	0	For
American Century	0	17,200	Abstain
Lincoln Financial	12,600	1,975	For
World Funds Trust	14,000	0	For
BRIDGEWAY FUNDS INC	0	12,129	Abstain
Global X	10,762	0	For
AIG/SunAmerica	0	9,322	Abstain
Exchange Place Advisors Trust	0	8,406	Abstain
Goldman Sachs	0	6,422	Abstain
Jackson National	0	6,407	Abstain

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

4. Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until the 2026 annual meeting of stockholders and until his or her successor is duly elected and qualified or until his or her earlier death, resignation, or removal: James Lang

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

63% Majority: yes · of votes cast

FOR 63%WITHHELD 37%

FOR: 8,291,707WITHHELD: 4,767,302

OPTIMIZERX CORP.’s own tally for this item (“Elect Director: James Lang”): 8,291,707 for, 4,767,302 withheld, per its Form 8-K filed 2025-06-16 (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 18,495,111 outstanding shares: 45% for, 26% withheld (71% of the company cast a for/withheld vote).

The 44 asset managers below cast 100% of the shares they voted on this item FOR (3,049,988 for, 0 against).

FOR 80%ABSTAIN 20%

FOR: 3,049,988 (80.4%)ABSTAIN: 742,201 (19.6%)

Largest asset managers voting on “Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until ” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	902,201	0	For
Jacob Funds Inc.	581,591	0	For
BlackRock	579,452	0	For
Royce	520,786	0	For
Fidelity	0	338,134	Abstain
Dimensional	0	218,105	Abstain
Calamos	148,662	0	For
CLEARWATER INVESTMENT TRUST	73,397	0	For
Charles Schwab	0	54,224	Abstain
Equitable	11,530	39,850	Abstain
TIAA	43,618	0	For
CITY NATIONAL ROCHDALE FUNDS	39,334	0	For
QUANTITATIVE MASTER SERIES LLC	31,635	0	For
SEI	20,845	0	For
Northern Trust	20,300	0	For
Russell Investments	18,854	0	For
American Century	0	17,200	Abstain
Lincoln Financial	12,600	1,975	For
World Funds Trust	14,000	0	For
BRIDGEWAY FUNDS INC	0	12,129	Abstain
Global X	10,762	0	For
AIG/SunAmerica	0	9,322	Abstain
Exchange Place Advisors Trust	0	8,406	Abstain
Goldman Sachs	0	6,422	Abstain
Jackson National	0	6,407	Abstain

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

5. Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until the 2026 annual meeting of stockholders and until his or her successor is duly elected and qualified or until his or her earlier death, resignation, or removal: Lynn O'Connor Vos

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

59% Majority: yes · of votes cast

FOR 59%WITHHELD 41%

FOR: 7,678,993WITHHELD: 5,380,016

OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Lynn O'Connor Vos”): 7,678,993 for, 5,380,016 withheld, per its Form 8-K filed 2025-06-16 (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 18,495,111 outstanding shares: 42% for, 29% withheld (71% of the company cast a for/withheld vote).

The 44 asset managers below cast 100% of the shares they voted on this item FOR (2,739,563 for, 0 against).

FOR 72%ABSTAIN 28%

FOR: 2,739,563 (72.2%)ABSTAIN: 1,052,626 (27.8%)

Largest asset managers voting on “Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until ” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	902,201	0	For
Jacob Funds Inc.	581,591	0	For
BlackRock	0	579,452	Abstain
Royce	520,786	0	For
Fidelity	338,134	0	For
Dimensional	0	218,105	Abstain
Calamos	148,662	0	For
CLEARWATER INVESTMENT TRUST	73,397	0	For
Charles Schwab	0	54,224	Abstain
Equitable	0	51,380	Abstain
TIAA	43,618	0	For
CITY NATIONAL ROCHDALE FUNDS	39,334	0	For
QUANTITATIVE MASTER SERIES LLC	0	31,635	Abstain
SEI	20,845	0	For
Northern Trust	0	20,300	Abstain
Russell Investments	18,854	0	For
American Century	0	17,200	Abstain
Lincoln Financial	12,600	1,975	For
World Funds Trust	14,000	0	For
BRIDGEWAY FUNDS INC	0	12,129	Abstain
Global X	10,762	0	For
AIG/SunAmerica	0	9,322	Abstain
Exchange Place Advisors Trust	0	8,406	Abstain
Goldman Sachs	0	6,422	Abstain
Jackson National	0	6,407	Abstain

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

6. Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until the 2026 annual meeting of stockholders and until his or her successor is duly elected and qualified or until his or her earlier death, resignation, or removal: Patrick Spangler

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

57% Majority: yes · of votes cast

FOR 57%WITHHELD 43%

FOR: 7,413,854WITHHELD: 5,645,155

OPTIMIZERX CORP.’s own tally for this item (“Elect Director: Patrick Spangler”): 7,413,854 for, 5,645,155 withheld, per its Form 8-K filed 2025-06-16 (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 18,495,111 outstanding shares: 40% for, 31% withheld (71% of the company cast a for/withheld vote).

The 44 asset managers below cast 100% of the shares they voted on this item FOR (2,717,375 for, 0 against).

FOR 72%ABSTAIN 28%

FOR: 2,717,375 (71.7%)ABSTAIN: 1,074,814 (28.3%)

Largest asset managers voting on “Election of the five nominees listed below as directors to serve on the OptimizeRx's Board of Directors until ” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Abstain	Vote
Vanguard	902,201	0	For
Jacob Funds Inc.	581,591	0	For
BlackRock	0	579,452	Abstain
Royce	520,786	0	For
Fidelity	338,134	0	For
Dimensional	0	218,105	Abstain
Calamos	148,662	0	For
CLEARWATER INVESTMENT TRUST	73,397	0	For
Charles Schwab	0	54,224	Abstain
Equitable	0	51,380	Abstain
TIAA	43,618	0	For
CITY NATIONAL ROCHDALE FUNDS	39,334	0	For
QUANTITATIVE MASTER SERIES LLC	0	31,635	Abstain
SEI	20,845	0	For
Northern Trust	0	20,300	Abstain
Russell Investments	18,854	0	For
American Century	0	17,200	Abstain
Lincoln Financial	0	14,575	Abstain
World Funds Trust	14,000	0	For
BRIDGEWAY FUNDS INC	0	12,129	Abstain
Global X	10,762	0	For
AIG/SunAmerica	0	9,322	Abstain
Exchange Place Advisors Trust	0	8,406	Abstain
Goldman Sachs	0	6,422	Abstain
Jackson National	0	6,407	Abstain

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

7. Ratification of UHY LLP as OptimizeRx's independent registered public accounting firm for the 2025 fiscal year.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 44 asset managers below cast 100% of the shares they voted on this item FOR (3,792,189 for, 0 against).

FOR: 3,792,189 (100.0%)

Largest asset managers voting on “Ratification of UHY LLP as OptimizeRx's independent registered public accounting firm for the 2025 fiscal year” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Vote
Vanguard	902,201	For
Jacob Funds Inc.	581,591	For
BlackRock	579,452	For
Royce	520,786	For
Fidelity	338,134	For
Dimensional	218,105	For
Calamos	148,662	For
CLEARWATER INVESTMENT TRUST	73,397	For
Charles Schwab	54,224	For
Equitable	51,380	For
TIAA	43,618	For
CITY NATIONAL ROCHDALE FUNDS	39,334	For
QUANTITATIVE MASTER SERIES LLC	31,635	For
SEI	20,845	For
Northern Trust	20,300	For
Russell Investments	18,854	For
American Century	17,200	For
Lincoln Financial	14,575	For
World Funds Trust	14,000	For
BRIDGEWAY FUNDS INC	12,129	For
Global X	10,762	For
AIG/SunAmerica	9,322	For
Exchange Place Advisors Trust	8,406	For
Goldman Sachs	6,422	For
Jackson National	6,407	For

Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.

8. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

86% fund support · no official result

FOR 86%AGAINST 14%

The 2 asset managers below cast 86% of the shares they voted on this item FOR (8,054 for, 1,350 against).

FOR: 8,054 (85.6%)AGAINST: 1,350 (14.4%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at OPTIMIZERX CORP., 2024-2025
Asset manager	For	Against	Abstain	Withheld	Vote
JPMorgan	8,054	0	0	0	For
Divisadero Street Capital Management, LP	0	1,350	0	0	Against

Largest OPTIMIZERX CORP. shareholders voting in 2024-2025

Ranked by the number of OPTIMIZERX CORP. shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 18,495,111 shares outstanding at the time of that meeting.

Top OPTIMIZERX CORP. shareholders by shares voted, 2024-2025
#	Asset manager	% of shares outstanding
1	Whetstone Capital Advisors, LLC	7.38%
2	Royce	5.36%
3	BlackRock	5.05%
4	Vanguard	5.02%
5	Jacob Funds Inc.	3.14%
6	BLAIR WILLIAM & CO/IL	3.05%
7	RICE HALL JAMES & ASSOCIATES, LLC	2.93%
8	GEODE CAPITAL MANAGEMENT, LLC	2.03%
9	Fidelity	1.84%
10	KENNEDY CAPITAL MANAGEMENT LLC	1.53%

Reported OPTIMIZERX CORP. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

OPTIMIZERX CORP. beneficial owners on record for the 2024-2025 proxy season
Holder	% outstanding	Disclosure
Vanguard Group	4.98%	13F
ROYCE & ASSOCIATES LP	4.27%	13G
Geode Capital	2.20%	13F
State Street	1.94%	13F
D.E. Shaw	1.89%	13F
Invesco	1.59%	13F
Morgan Stanley	1.17%	13F
Northern Trust	0.97%	13F
SAMJO MANAGEMENT, LLC	<0.01%	13G

Percentages above are of 18,495,111 shares outstanding, as reported by OPTIMIZERX CORP. on its Form 10-Q dated 2025-05-06 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

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 2025-05-06. 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 2025-06-11, in the 2024-2025 proxy season, 120 asset managers reported how they voted in their SEC Form N-PX filings, covering 895 separate fund positions. Their filings are grouped here into 8 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 (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — the reporting funds cast 46.4% 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 · 2024-2025 (this page) · 2025-2026.