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Compiled from SEC Form N-PX filings and OPTIMIZERX CORP.’s Form 8-K, filed June 7, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of June 5, 2024: 8 items on OPTIMIZERX CORP.’s Form 8-K, filed June 7, 2024: 6 elected · 2 approved.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
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 June 7, 2024 (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 | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: William J. Febbo | 13,303,897 | -- | -- | 259,769 | 1,966,973 | 98% | Elected | — |
| Elect Director: Lynn O'Connor Vos | 10,828,860 | -- | -- | 2,734,806 | 1,966,973 | 80% | Elected | — |
| Elect Director: James Lang | 10,364,595 | -- | -- | 3,199,071 | 1,966,973 | 76% | Elected | — |
| Elect Director: Patrick Spangler | 11,108,503 | -- | -- | 2,455,163 | 1,966,973 | 82% | Elected | — |
| Elect Director: Gregory D. Wasson | 12,800,662 | -- | -- | 763,004 | 1,966,973 | 94% | Elected | — |
| Elect Director: Catherine D. Klema | 13,107,201 | -- | -- | 456,465 | 1,966,973 | 97% | Elected | — |
| 2. The compensation of the Company's named executive officers | 8,790,190 | 4,676,450 | 97,026 | -- | 1,966,973 | 65% | Approved | — |
| 4. UHY LLP as the Company's independent registered public accounting firm for the 2024 fiscal year | 13,628,263 | 24,012 | 1,878,364 | -- | -- | 99.8% | Approved | — |
Source: OPTIMIZERX CORP., Form 8-K, filed with the SEC on June 7, 2024 — read the filing on EDGAR.
Each item below shows how the 135 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 3 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Catherine Klema
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 3,167,732 for, 72,243 withheld.
| 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 | 0 | 72,243 | Withhold |
| 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
Description as filed by funds: Election of Directors: Gregory D. Wasson
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 94% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 2,863,488 for, 376,487 withheld.
| 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 | 0 | 177,848 | Withhold |
| Dimensional | 0 | 0 | 0 | 146,229 | Withhold |
| 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 | 0 | 43,031 | Withhold |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 0 | 1,975 | Mixed |
| 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 | 0 | 6,407 | Withhold |
| 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
Description as filed by funds: Election of Directors: James Lang
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 76% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 2,509,332 for, 730,643 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 0 | 0 | 9,988 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 282,410 | 0 | 0 | 5,779 | For |
| Federated Hermes | 0 | 0 | 0 | 177,848 | Withhold |
| Dimensional | 0 | 0 | 0 | 146,229 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 135,100 | Withhold |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 72,243 | Withhold |
| Equitable | 27,692 | 0 | 0 | 24,200 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 43,031 | Withhold |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 0 | 1,975 | Mixed |
| Bridge Builder Trust | 2,849 | 0 | 0 | 20,388 | Mixed |
| 1290 Funds | 0 | 0 | 0 | 18,301 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 0 | 0 | 0 | 15,519 | Withhold |
| Invesco | 14,051 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 11,432 | Withhold |
| Global X | 0 | 0 | 0 | 7,556 | Withhold |
| Jackson National | 0 | 0 | 0 | 6,407 | Withhold |
| John Hancock | 0 | 0 | 0 | 5,890 | Withhold |
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
Description as filed by funds: Election of Directors: Lynn O'Connor Vos
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 80% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 2,532,320 for, 707,655 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 0 | 0 | 9,988 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 337,746 | 0 | 0 | 0 | For |
| Fidelity | 282,410 | 0 | 0 | 5,779 | For |
| Federated Hermes | 0 | 0 | 0 | 177,848 | Withhold |
| Dimensional | 0 | 0 | 0 | 146,229 | Withhold |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 135,100 | Withhold |
| JPMorgan | 85,404 | 0 | 0 | 0 | For |
| American Century | 75,969 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 0 | 0 | 72,243 | Withhold |
| Equitable | 27,692 | 0 | 0 | 24,200 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 43,031 | Withhold |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 0 | 1,975 | Mixed |
| Bridge Builder Trust | 2,849 | 0 | 0 | 20,388 | Mixed |
| 1290 Funds | 0 | 0 | 0 | 18,301 | Withhold |
| QUANTITATIVE MASTER SERIES LLC | 17,084 | 0 | 0 | 0 | For |
| Voya | 0 | 0 | 0 | 15,519 | Withhold |
| 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 | 0 | 6,407 | Withhold |
| John Hancock | 0 | 0 | 0 | 5,890 | Withhold |
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
Description as filed by funds: Election of Directors: Patrick Spangler
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 82% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 2,839,288 for, 400,687 withheld.
| 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 | 0 | 177,848 | Withhold |
| Dimensional | 0 | 0 | 0 | 146,229 | Withhold |
| 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 | 0 | 24,200 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 43,031 | Withhold |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| Lincoln Financial | 21,425 | 0 | 0 | 1,975 | Mixed |
| 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 | 0 | 6,407 | Withhold |
| 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
Description as filed by funds: Election of Directors: William J. Febbo
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 June 7, 2024 (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.
Reported outcome: Elected, in the filing’s own words: “The following nominees were each elected to serve as director for a term that expires at the next annual meeting of stockholders and until his or her successor has been elected and qualified or until his or her earlier death, resignation or removal based upon the following votes:”
Support: 98% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 3,239,975 for.
| 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.
84% Fund and manager reports combined; may count the same shares twice · no official result
Description as filed by funds: Amendment to OptimizeRx Corporation 2021 Equity Incentive Plan to increase the aggregate number of shares of common stock available for awards by 1,950,000 shares to 4,450,000 shares.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 9,988 | 0 | 0 | For |
| BlackRock | 539,094 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 270,092 | 67,654 | 0 | 0 | Mixed |
| 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 | Mixed |
| 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 | Mixed |
| 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 |
| John Hancock | 0 | 5,890 | 0 | 0 | Against |
Fund voting reports, all 46 managers: 2,476,877 for, 763,098 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,669,304 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 1,669,304 for.
Combines 10 wordings of this item as funds reported it.
65% Approved · of votes cast
Description as filed by funds: Advisory approval of the compensation of OptimizeRx's named executive officers.
OPTIMIZERX CORP.’s own tally for this item (“2. The compensation of the Company's named executive officers”): 8,790,190 for, 4,676,450 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The compensation of the Company's named executive officers was approved on an advisory basis based upon the following votes:”
Support: 65% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 997,142 | 9,988 | 0 | 0 | For |
| BlackRock | 0 | 539,094 | 0 | 0 | Against |
| Jacob Funds Inc. | 270,092 | 67,654 | 0 | 0 | Mixed |
| Fidelity | 282,410 | 5,779 | 0 | 0 | For |
| Federated Hermes | 0 | 177,848 | 0 | 0 | Against |
| 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 | 0 | 72,243 | 0 | 0 | Against |
| Equitable | 0 | 51,892 | 0 | 0 | Against |
| TIAA | 0 | 43,618 | 0 | 0 | Against |
| Charles Schwab | 0 | 43,031 | 0 | 0 | Against |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 39,334 | 0 | 0 | Against |
| Lincoln Financial | 13,700 | 9,700 | 0 | 0 | Mixed |
| Bridge Builder Trust | 0 | 23,237 | 0 | 0 | Against |
| 1290 Funds | 0 | 18,301 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 0 | 17,084 | 0 | 0 | Against |
| Voya | 0 | 15,519 | 0 | 0 | Against |
| Invesco | 0 | 14,051 | 0 | 0 | Against |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 11,432 | 0 | 0 | Against |
| Global X | 0 | 7,556 | 0 | 0 | Against |
| Jackson National | 0 | 6,407 | 0 | 0 | Against |
| John Hancock | 0 | 5,890 | 0 | 0 | Against |
Fund voting reports, all 46 managers: 1,579,460 for, 1,660,515 against. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | 1,669,304 | 0 | 0 | 0 | For |
| Divisadero Street Capital Management, LP | 1,517,865 | 0 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 0 | 672,241 | 0 | 0 | Against |
| BlackRock | 3,398 | 401,792 | 0 | 0 | Against |
| RICE HALL JAMES & ASSOCIATES, LLC | 0 | 368,276 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 309,168 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 307,063 | 0 | 0 | Against |
| State Street | 287,492 | 3,153 | 0 | 0 | For |
| G2 Investment Partners Management LLC | 282,557 | 0 | 0 | 0 | For |
| UBS | 0 | 252,311 | 0 | 0 | Against |
| Federated Hermes | 0 | 178,431 | 0 | 0 | Against |
| Northern Trust | 0 | 135,803 | 0 | 0 | Against |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 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 | 105,510 | 0 | 0 | Against |
| PERKINS CAPITAL MANAGEMENT INC | 84,283 | 0 | 0 | 0 | For |
| DE Shaw | 0 | 79,864 | 0 | 0 | Against |
| American Century | 0 | 77,631 | 0 | 0 | Against |
| MELLON INVESTMENTS Corp | 0 | 66,421 | 0 | 0 | Against |
| Victory Capital | 0 | 57,057 | 0 | 0 | Against |
| Newton Investment Management North America, LLC | 0 | 44,560 | 0 | 0 | Against |
| Nuveen | 0 | 44,035 | 0 | 0 | Against |
| Dimensional | 0 | 43,165 | 0 | 0 | Against |
| Charles Schwab | 0 | 43,031 | 0 | 0 | Against |
Institutional-manager reports, all 106 managers: 4,325,948 for, 3,502,554 against. Showing the 25 largest; see all in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% Approved · of votes cast
Description as filed by funds: Ratification of UHY LLP as OptimizeRx's independent registered public accounting firm for the 2024 fiscal year.
OPTIMIZERX CORP.’s own tally for this item (“4. UHY LLP as the Company's independent registered public accounting firm for the 2024 fiscal year”): 13,628,263 for, 24,012 against — passed, per its Form 8-K filed June 7, 2024 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “UHY LLP as the Company's independent registered public accounting firm for the 2024 fiscal year was ratified based upon the following votes:”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 46 asset managers below reported 3,239,975 for.
| 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.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 18,269,823 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 5.51% |
| 2 | BlackRock | 2.95% |
| 3 | Jacob Funds Inc. | 1.85% |
| 4 | Fidelity | 1.58% |
| 5 | Federated Hermes | 0.97% |
| 6 | Dimensional | 0.80% |
| 7 | BRIDGEWAY FUNDS INC | 0.74% |
| 8 | JPMorgan | 0.47% |
| 9 | American Century | 0.42% |
| 10 | CLEARWATER INVESTMENT TRUST | 0.40% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | First Light Asset Management, LLC | 9.14% |
| 2 | Divisadero Street Capital Management, LP | 8.31% |
| 3 | BLAIR WILLIAM & CO/IL | 3.68% |
| 4 | BlackRock | 2.22% |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | 2.02% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.69% |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | 1.68% |
| 8 | State Street | 1.59% |
| 9 | G2 Investment Partners Management LLC | 1.55% |
| 10 | UBS | 1.38% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| 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 May 10, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), 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 May 10, 2024. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At OPTIMIZERX CORP.'s shareholder meeting held June 5, 2024, in the 2023-2024 proxy season, 135 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,330 separate fund positions. Their filings are grouped here into 9 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — Advisory approval of the compensation of OptimizeRx's named executive officers. — OPTIMIZERX CORP.'s filing reports the proposal as approved, with 65% support of the votes cast (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). Source: OPTIMIZERX CORP.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 7, 2024.
OPTIMIZERX CORP. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.