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OptimizeRx Corporation 2025-2026 Proxy Voting Records

Compiled from SEC Form N-PX filings and OptimizeRx Corporation’s Form 8-K, filed 2026-06-12 (Item 5.07 on EDGAR). Page generated 04 October 2026.

14Reported items
141Asset managers
1,524Fund votes
2026-06-09Meeting date

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

Explore OptimizeRx Corporation in the interactive database Compare manager voting policies

Official 2025-2026 meeting results reported by OptimizeRx Corporation

These tallies are OptimizeRx Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2026-06-12 (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 Corporation — official shareholder meeting results, meeting held 2026-06-09
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Lynn O'Connor Vos	8,327,850	--	--	4,325,946	3,138,456	Majority: yes
Elect Director: Catherine Klema	9,079,088	--	--	3,574,708	3,138,456	Majority: yes
Elect Director: James Lang	10,329,173	--	--	2,324,623	3,138,456	Majority: yes
Elect Director: Patrick Spangler	8,092,151	--	--	4,561,645	3,138,456	Majority: yes
Elect Director: Mariyamma Varghese Presti	11,766,568	--	--	887,228	3,138,456	Majority: yes
Elect Director: Gregory Wasson	10,324,948	--	--	2,328,848	3,138,456	Majority: yes
Elect Director: Stephen Silvestro	12,160,558	--	--	493,238	3,138,456	Majority: yes

Source: OptimizeRx Corporation, Form 8-K, filed with the SEC on 2026-06-12 — read the filing on EDGAR.

How asset managers voted at the OptimizeRx Corporation 2025-2026 meeting

Each item below shows how the 141 asset managers that disclosed a OptimizeRx Corporation 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 Corporation’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 2 wordings of this item as funds reported it.

97% fund support · no official result

FOR 96%

The 139 asset managers below cast 97% of the shares they voted on this item FOR (8,630,948 for, 264,649 against).

FOR: 8,630,948 (96.2%)AGAINST: 264,649 (2.9%)ABSTAIN: 78,973 (0.9%)

Largest asset managers voting on “ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Against	Abstain	Vote
Whetstone Capital Advisors, LLC	1,361,128	0	0	For
Vanguard	1,232,750	2	0	For
Royce	928,030	0	0	For
BlackRock	653,834	0	0	For
BLAIR WILLIAM & CO/IL	562,113	0	0	For
RICE HALL JAMES & ASSOCIATES, LLC	546,209	0	0	For
State Street	284,434	0	0	For
Fidelity	257,717	0	0	For
GEODE CAPITAL MANAGEMENT, LLC	242,364	0	0	For
Dimensional	0	233,506	0	Against
Invenomic Capital Management LP	219,488	0	0	For
KENNEDY CAPITAL MANAGEMENT LLC	206,765	0	0	For
Bullseye Asset Management LLC	172,604	0	0	For
Charles Schwab	164,031	0	0	For
SEGALL BRYANT & HAMILL, LLC	162,000	0	0	For
Jacob Funds Inc.	131,089	0	0	For
CLEARWATER INVESTMENT TRUST	129,660	0	0	For
AQR	115,551	0	0	For
P.A.W. CAPITAL CORP	90,000	0	0	For
Goldman Sachs	87,887	0	0	For
AVENIR CORP	0	0	77,260	Abstain
Russell Investments	75,814	0	0	For
Northern Trust	69,151	0	0	For
PRINCIPAL GLOBAL INVESTORS	65,020	0	0	For
Principal Exchange-Traded Funds	63,834	0	0	For

Showing the 25 largest of 139 asset managers. See all 139 in the interactive database.

2. Election of each of the seven director nominees listed below: Catherine Klema

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

72% Majority: yes · of votes cast

FOR 72%WITHHELD 28%

FOR: 9,079,088WITHHELD: 3,574,708

OptimizeRx Corporation’s own tally for this item (“Elect Director: Catherine Klema”): 9,079,088 for, 3,574,708 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 48.4% for, 19% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,451,952 for, 0 against).

FOR 87%13%

FOR: 2,451,952 (86.6%)ABSTAIN: 381,016 (13.4%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Catherine Klema” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,032,457	588	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	0	191,963	Abstain
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	129,660	4,596	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	0	63,834	Abstain
Equitable	26,100	28,850	Abstain
State Street	45,926	44	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	1,431	23,330	Abstain
Prudential/PGIM	12,700	3,400	For
World Funds Trust	14,000	0	For
WisdomTree	0	13,535	Abstain
Lincoln Financial	11,100	1,975	For
AQR	0	11,156	Abstain
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	0	7,490	Abstain
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Abstain
Northern Trust	0	5,981	Abstain
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

3. Election of each of the seven director nominees listed below: Gregory D. Wasson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%WITHHELD 18%

FOR: 10,324,948WITHHELD: 2,328,848

OptimizeRx Corporation’s own tally for this item (“Elect Director: Gregory Wasson”): 10,324,948 for, 2,328,848 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 55% for, 12% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,598,655 for, 0 against).

FOR 92%8%

FOR: 2,598,655 (91.7%)ABSTAIN: 234,313 (8.3%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Gregory D. Wasson” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,040	5	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	0	191,963	Abstain
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	134,256	0	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	63,834	0	For
Equitable	26,100	28,850	Abstain
State Street	45,970	0	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	24,761	0	For
Prudential/PGIM	12,700	3,400	For
World Funds Trust	14,000	0	For
WisdomTree	13,535	0	For
Lincoln Financial	11,100	1,975	For
AQR	11,156	0	For
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	7,490	0	For
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Abstain
Northern Trust	5,981	0	For
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

4. Election of each of the seven director nominees listed below: James Lang

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%WITHHELD 18%

FOR: 10,329,173WITHHELD: 2,324,623

OptimizeRx Corporation’s own tally for this item (“Elect Director: James Lang”): 10,329,173 for, 2,324,623 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 55% for, 12% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,591,416 for, 0 against).

FOR 91%9%

FOR: 2,591,416 (91.5%)ABSTAIN: 241,552 (8.5%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: James Lang” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,040	5	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	0	191,963	Abstain
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	134,256	0	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	63,834	0	For
Equitable	26,100	28,850	Abstain
State Street	45,970	0	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	24,761	0	For
Prudential/PGIM	12,700	3,400	For
World Funds Trust	14,000	0	For
WisdomTree	13,535	0	For
Lincoln Financial	11,100	1,975	For
AQR	11,156	0	For
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	7,490	0	For
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Abstain
Northern Trust	0	5,981	Abstain
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

5. Election of each of the seven director nominees listed below: Lynn O'Connor Vos

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

66% Majority: yes · of votes cast

FOR 66%WITHHELD 34%

FOR: 8,327,850WITHHELD: 4,325,946

OptimizeRx Corporation’s own tally for this item (“Elect Director: Lynn O'Connor Vos”): 8,327,850 for, 4,325,946 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 44% for, 23% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,453,748 for, 0 against).

FOR 87%13%

FOR: 2,453,748 (86.6%)ABSTAIN: 379,220 (13.4%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Lynn O'Connor Vos” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,036	9	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	0	191,963	Abstain
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	129,660	4,596	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	0	63,834	Abstain
Equitable	26,100	28,850	Abstain
State Street	45,926	44	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	1,431	23,330	Abstain
Prudential/PGIM	12,700	3,400	For
World Funds Trust	14,000	0	For
WisdomTree	0	13,535	Abstain
Lincoln Financial	11,100	1,975	For
AQR	0	11,156	Abstain
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	0	7,490	Abstain
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Abstain
Northern Trust	0	5,981	Abstain
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

6. Election of each of the seven director nominees listed below: Mariyamma Varghese Presti

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 7 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%7%

FOR: 11,766,568WITHHELD: 887,228

OptimizeRx Corporation’s own tally for this item (“Elect Director: Mariyamma Varghese Presti”): 11,766,568 for, 887,228 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 63% for, 5% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,831,253 for, 0 against).

FOR 99.9%

FOR: 2,831,253 (99.9%)ABSTAIN: 1,715 (0.1%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Mariyamma Varghese Presti” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,043	2	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	191,963	0	For
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	134,256	0	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	63,834	0	For
Equitable	54,950	0	For
State Street	45,970	0	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	24,761	0	For
Prudential/PGIM	16,100	0	For
World Funds Trust	14,000	0	For
WisdomTree	13,535	0	For
Lincoln Financial	13,075	0	For
AQR	11,156	0	For
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	7,490	0	For
Goldman Sachs	6,511	0	For
Jackson National	6,407	0	For
Northern Trust	5,981	0	For
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

7. Election of each of the seven director nominees listed below: Patrick Spangler

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

64% Majority: yes · of votes cast

FOR 64%WITHHELD 36%

FOR: 8,092,151WITHHELD: 4,561,645

OptimizeRx Corporation’s own tally for this item (“Elect Director: Patrick Spangler”): 8,092,151 for, 4,561,645 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 43% for, 24% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,362,048 for, 0 against).

FOR 83%ABSTAIN 17%

FOR: 2,362,048 (83.4%)ABSTAIN: 470,920 (16.6%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Patrick Spangler” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,036	9	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	0	191,963	Abstain
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	129,660	4,596	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	0	63,834	Abstain
Equitable	26,100	28,850	Abstain
State Street	99	45,871	Abstain
TIAA	0	30,053	Abstain
Venerable Variable Insurance Trust	1,431	23,330	Abstain
Prudential/PGIM	12,700	3,400	For
World Funds Trust	14,000	0	For
WisdomTree	0	13,535	Abstain
Lincoln Financial	0	13,075	Abstain
AQR	0	11,156	Abstain
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	0	7,490	Abstain
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Abstain
Northern Trust	0	5,981	Abstain
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

8. Election of each of the seven director nominees listed below: Stephen Silvestro

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 6 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%

FOR: 12,160,558WITHHELD: 493,238

OptimizeRx Corporation’s own tally for this item (“Elect Director: Stephen Silvestro”): 12,160,558 for, 493,238 withheld, per its Form 8-K filed 2026-06-12 (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 18,765,075 outstanding shares: 65% for, 3% withheld (67% of the company cast a for/withheld vote).

The 49 asset managers below cast 100% of the shares they voted on this item FOR (2,831,254 for, 0 against).

FOR 99.9%

FOR: 2,831,254 (99.9%)ABSTAIN: 1,714 (0.1%)

Largest asset managers voting on “Election of each of the seven director nominees listed below: Stephen Silvestro” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Abstain	Vote
Vanguard	1,033,044	1	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	191,963	0	For
Fidelity	191,564	0	For
CLEARWATER INVESTMENT TRUST	134,256	0	For
Jacob Funds Inc.	131,089	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	63,834	0	For
Equitable	54,950	0	For
State Street	45,970	0	For
TIAA	30,053	0	For
Venerable Variable Insurance Trust	24,761	0	For
Prudential/PGIM	16,100	0	For
World Funds Trust	14,000	0	For
WisdomTree	13,535	0	For
Lincoln Financial	13,075	0	For
AQR	11,156	0	For
FORUM FUNDS II	8,504	0	For
Global X	7,596	0	For
AIG/SunAmerica	7,490	0	For
Goldman Sachs	6,511	0	For
Jackson National	6,407	0	For
Northern Trust	5,981	0	For
Simplify Exchange Traded Funds	5,947	0	For

Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.

9. APPROVAL OF AN AMENDMENT TO THE 2021 EQUITY PLAN TO ADOPT AN EVERGREEN PROVISION PROVIDING FOR AN AUTOMATIC ANNUAL INCREASE IN THE SHARES OF COMMON STOCK AVAILABLE FOR ISSUANCE UNDER THE 2021 EQUITY PLAN.

COMPENSATION

20% fund support · no official result

FOR 20%AGAINST 80%

The 48 asset managers below cast 20% of the shares they voted on this item FOR (555,240 for, 2,262,903 against).

FOR: 555,240 (19.7%)AGAINST: 2,262,903 (80.2%)ABSTAIN: 1,713 (0.1%)

Largest asset managers voting on “APPROVAL OF AN AMENDMENT TO THE 2021 EQUITY PLAN TO ADOPT AN EVERGREEN PROVISION PROVIDING FOR AN AUTOMATIC AN” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Against	Vote
Vanguard	878	1,032,155	Against
Royce	468,644	0	For
BlackRock	0	215,119	Against
Dimensional	0	191,963	Against
Fidelity	0	191,564	Against
Jacob Funds Inc.	53,935	77,154	Against
CLEARWATER INVESTMENT TRUST	0	129,660	Against
Charles Schwab	0	81,959	Against
Principal Exchange-Traded Funds	0	63,834	Against
Equitable	0	54,950	Against
State Street	37	45,933	Against
TIAA	0	30,053	Against
Venerable Variable Insurance Trust	0	24,761	Against
Prudential/PGIM	0	16,100	Against
World Funds Trust	14,000	0	For
WisdomTree	0	13,535	Against
Lincoln Financial	0	13,075	Against
AQR	0	11,156	Against
Global X	0	7,596	Against
AIG/SunAmerica	0	7,490	Against
Goldman Sachs	6,511	0	For
Jackson National	0	6,407	Against
Northern Trust	0	5,981	Against
Simplify Exchange Traded Funds	5,947	0	For
NEW COVENANT FUNDS	0	5,670	Against

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

10. Ratification of Grant Thornton LLP as OptimizeRx's independent registered public accounting firm for the fiscal year ending December 31, 2026.

AUDIT-RELATED

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 48 asset managers below cast 100% of the shares they voted on this item FOR (2,818,155 for, 0 against).

FOR: 2,818,155 (99.9%)ABSTAIN: 1,713 (0.1%)

Largest asset managers voting on “Ratification of Grant Thornton LLP as OptimizeRx's independent registered public accounting firm for the fisca” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Vote
Vanguard	1,033,045	For
Royce	468,644	For
BlackRock	215,119	For
Dimensional	191,963	For
Fidelity	191,564	For
Jacob Funds Inc.	131,089	For
CLEARWATER INVESTMENT TRUST	129,660	For
Charles Schwab	81,959	For
Principal Exchange-Traded Funds	63,834	For
Equitable	54,950	For
State Street	45,970	For
TIAA	30,053	For
Venerable Variable Insurance Trust	24,761	For
Prudential/PGIM	16,100	For
World Funds Trust	14,000	For
WisdomTree	13,535	For
Lincoln Financial	13,075	For
AQR	11,156	For
Global X	7,596	For
AIG/SunAmerica	7,490	For
Goldman Sachs	6,511	For
Jackson National	6,407	For
Northern Trust	5,981	For
Simplify Exchange Traded Funds	5,947	For
NEW COVENANT FUNDS	5,670	For

Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.

11. Approval of an amendment to the Company's 2021 Equity Incentive Plan (the "2021 Equity Plan") to increase the aggregate number of shares of Common Stock available for awards by 1,000,000 shares to 5,450,000 shares.

COMPENSATION

Combines 2 wordings of this item as funds reported it.

93% fund support · no official result

FOR 93%

The 47 asset managers below cast 93% of the shares they voted on this item FOR (2,621,611 for, 196,461 against).

FOR: 2,621,611 (93.0%)AGAINST: 196,461 (7.0%)ABSTAIN: 1,713 (0.1%)

Largest asset managers voting on “Approval of an amendment to the Company's 2021 Equity Incentive Plan (the "2021 Equity Plan") to increase the ” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Against	Vote
Vanguard	1,031,854	1,191	For
Royce	468,644	0	For
BlackRock	215,119	0	For
Dimensional	191,963	0	For
Fidelity	191,564	0	For
Jacob Funds Inc.	53,935	77,154	Against
CLEARWATER INVESTMENT TRUST	129,660	0	For
Charles Schwab	81,959	0	For
Principal Exchange-Traded Funds	63,834	0	For
Equitable	26,100	28,850	Against
State Street	96	45,874	Against
TIAA	0	30,053	Against
Venerable Variable Insurance Trust	24,761	0	For
Prudential/PGIM	16,100	0	For
World Funds Trust	14,000	0	For
WisdomTree	13,535	0	For
Lincoln Financial	1,975	11,100	Against
AQR	11,156	0	For
Global X	7,596	0	For
AIG/SunAmerica	7,490	0	For
Goldman Sachs	6,511	0	For
Jackson National	6,407	0	For
Northern Trust	5,981	0	For
Simplify Exchange Traded Funds	5,947	0	For
NEW COVENANT FUNDS	5,670	0	For

Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.

12. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 100%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (16,329 for, 0 against).

FOR: 16,329 (100.0%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Vote
FORUM FUNDS II	8,504	For
CLEARWATER INVESTMENT TRUST	4,596	For
Integrated Quantitative Investments LLC	3,229	For

13. Amend Omnibus Stock Plan

COMPENSATION

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (13,100 for, 0 against).

FOR: 13,100 (100.0%)

Largest asset managers voting on “Amend Omnibus Stock Plan” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
FORUM FUNDS II	8,504	0	0	0	For
CLEARWATER INVESTMENT TRUST	4,596	0	0	0	For

14. Ratify Grant Thornton LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (13,100 for, 0 against).

FOR: 13,100 (100.0%)

Largest asset managers voting on “Ratify Grant Thornton LLP as Auditors” at OptimizeRx Corporation, 2025-2026
Asset manager	For	Against	Abstain	Withheld	Vote
FORUM FUNDS II	8,504	0	0	0	For
CLEARWATER INVESTMENT TRUST	4,596	0	0	0	For

Largest OptimizeRx Corporation shareholders voting in 2025-2026

Ranked by the number of OptimizeRx Corporation shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 18,765,075 shares outstanding at the time of that meeting.

Top OptimizeRx Corporation shareholders by shares voted, 2025-2026
#	Asset manager	% of shares outstanding
1	Whetstone Capital Advisors, LLC	7.25%
2	Vanguard	6.57%
3	Royce	4.95%
4	BlackRock	3.48%
5	BLAIR WILLIAM & CO/IL	3.00%
6	RICE HALL JAMES & ASSOCIATES, LLC	2.91%
7	State Street	1.52%
8	Fidelity	1.37%
9	GEODE CAPITAL MANAGEMENT, LLC	1.29%
10	Dimensional	1.24%

Reported OptimizeRx Corporation ownership

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

OptimizeRx Corporation beneficial owners on record for the 2025-2026 proxy season
Holder	% outstanding	Disclosure
Vanguard Group	6.06%	13F
ROYCE & ASSOCIATES LP	5.81%	13G
Dimensional Fund Advisors	3.00%	13F
State Street	2.55%	13F
Goldman Sachs	1.91%	13F
BlackRock, Inc.	1.82%	13G
Renaissance Technologies	1.16%	13F
AQR Capital	1.15%	13F
Morgan Stanley	0.88%	13F
Northern Trust	0.83%	13F

Percentages above are of 18,765,075 shares outstanding, as reported by OptimizeRx Corporation on its Form 10-Q dated 2026-04-29 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Corporation’s 10-Q dated 2026-04-29. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At OptimizeRx Corporation's shareholder meeting held 2026-06-09, in the 2025-2026 proxy season, 141 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,524 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. OptimizeRx Corporation'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 97% 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 Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).