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Compiled from SEC Form N-PX filings and OPTIMIZERX CORP.’s Form 8-K, filed June 16, 2025 (Item 5.07 on EDGAR). Page generated October 18, 2026.
Meeting of June 11, 2025: 7 items on OPTIMIZERX CORP.’s Form 8-K, filed June 16, 2025: 5 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 16, 2025 (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: Lynn O'Connor Vos | 7,678,993 | -- | -- | 5,380,016 | 2,874,955 | 59% | Elected | — |
| Elect Director: Catherine Klema | 11,050,447 | -- | -- | 2,008,562 | 2,874,955 | 85% | Elected | — |
| Elect Director: James Lang | 8,291,707 | -- | -- | 4,767,302 | 2,874,955 | 63% | Elected | — |
| Elect Director: Patrick Spangler | 7,413,854 | -- | -- | 5,645,155 | 2,874,955 | 57% | Elected | — |
| Elect Director: Gregory D. Wasson | 8,809,348 | -- | -- | 4,249,661 | 2,874,955 | 67% | Elected | — |
| 2. The compensation of the Company's named executive officers, as described in the proxy statement | 5,443,720 | 3,857,653 | 3,757,636 | -- | 2,874,955 | 59% | Approved | — |
| Proposal 3: UHY LLP was ratified as the Company's independent registered public accounting firm for the 2022 fiscal year based upon the following votes | 15,162,244 | 745,489 | 26,231 | -- | -- | 95% | Approved | — |
Source: OPTIMIZERX CORP., Form 8-K, filed with the SEC on June 16, 2025 — read the filing on EDGAR.
Each item below shows how the 117 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.
Combines 4 wordings of this item as funds reported it.
85% Majority: yes · of votes cast
Description as filed by funds: 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
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 June 16, 2025 (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: 85% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 3,738,987 for, 53,202 withheld.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 579,452 | 0 | 0 | 0 | For |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 338,134 | 0 | 0 | 0 | For |
| Dimensional | 218,105 | 0 | 0 | 0 | For |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 54,224 | 0 | 0 | 0 | For |
| Equitable | 11,530 | 0 | 0 | 39,850 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 31,635 | 0 | 0 | 0 | For |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 20,300 | 0 | 0 | 0 | For |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 17,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,575 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 12,129 | 0 | 0 | 0 | For |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 9,322 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 8,406 | 0 | 0 | 0 | For |
| Goldman Sachs | 0 | 0 | 0 | 6,422 | Withhold |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 4 wordings of this item as funds reported it.
67% Majority: yes · of votes cast
Description as filed by funds: 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
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 June 16, 2025 (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: 67% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 3,396,113 for, 377,322 withheld, 18,754 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 579,452 | 0 | 0 | 0 | For |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 338,134 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 218,105 | Withhold |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 54,224 | Withhold |
| Equitable | 11,530 | 0 | 0 | 39,850 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 31,635 | 0 | 0 | 0 | For |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 20,300 | 0 | 0 | 0 | For |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 17,200 | Withhold |
| Lincoln Financial | 12,600 | 0 | 0 | 1,975 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 12,129 | Withhold |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 9,322 | Withhold |
| Exchange Place Advisors Trust | 0 | 0 | 8,406 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 0 | 6,422 | Withhold |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 4 wordings of this item as funds reported it.
63% Majority: yes · of votes cast
Description as filed by funds: 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
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 June 16, 2025 (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: 63% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 3,049,988 for, 723,447 withheld, 18,754 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 579,452 | 0 | 0 | 0 | For |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 0 | 0 | 0 | 338,134 | Withhold |
| Dimensional | 0 | 0 | 0 | 218,105 | Withhold |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 54,224 | Withhold |
| Equitable | 11,530 | 0 | 0 | 39,850 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 31,635 | 0 | 0 | 0 | For |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 20,300 | 0 | 0 | 0 | For |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 17,200 | Withhold |
| Lincoln Financial | 12,600 | 0 | 0 | 1,975 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 12,129 | Withhold |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 9,322 | Withhold |
| Exchange Place Advisors Trust | 0 | 0 | 8,406 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 0 | 6,422 | Withhold |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 4 wordings of this item as funds reported it.
59% Majority: yes · of votes cast
Description as filed by funds: 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
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 June 16, 2025 (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: 59% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 2,739,563 for, 419,331 withheld, 633,295 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 579,452 | 0 | Abstain |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 338,134 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 218,105 | Withhold |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 54,224 | Withhold |
| Equitable | 0 | 0 | 0 | 51,380 | Withhold |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 31,635 | 0 | Abstain |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 20,300 | Withhold |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 17,200 | Withhold |
| Lincoln Financial | 12,600 | 0 | 0 | 1,975 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 12,129 | Withhold |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 9,322 | Withhold |
| Exchange Place Advisors Trust | 0 | 0 | 8,406 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 0 | 6,422 | Withhold |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 4 wordings of this item as funds reported it.
57% Majority: yes · of votes cast
Description as filed by funds: 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
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 June 16, 2025 (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: 57% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 2,717,375 for, 441,519 withheld, 633,295 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 0 | 0 | 579,452 | 0 | Abstain |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 338,134 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 218,105 | Withhold |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 0 | 0 | 54,224 | Withhold |
| Equitable | 0 | 0 | 0 | 51,380 | Withhold |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 0 | 0 | 31,635 | 0 | Abstain |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 0 | 0 | 0 | 20,300 | Withhold |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 0 | 0 | 0 | 17,200 | Withhold |
| Lincoln Financial | 0 | 0 | 0 | 14,575 | Withhold |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 0 | 0 | 12,129 | Withhold |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 9,322 | Withhold |
| Exchange Place Advisors Trust | 0 | 0 | 8,406 | 0 | Abstain |
| Goldman Sachs | 0 | 0 | 0 | 6,422 | Withhold |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
Showing the 25 largest of 44 asset managers. See all 44 in the interactive database.
Combines 3 wordings of this item as funds reported it.
59% Approved · of votes cast
Description as filed by funds: ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
OPTIMIZERX CORP.’s own tally for this item (“2. The compensation of the Company's named executive officers, as described in the proxy statement”): 5,443,720 for, 3,857,653 against — passed, per its Form 8-K filed June 16, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “The compensation of the Company's named executive officers, as described in the proxy statement, was approved on an advisory basis based upon the following votes:”
Support: 59% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Also reported under other wordings, matched to the same row of OPTIMIZERX CORP.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Advisory Vote to Ratify Named Executive Officers' Compensation” (2 managers, 8,054 for, 1,350 against).
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 | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 579,452 | 0 | 0 | 0 | For |
| Royce | 0 | 0 | 520,786 | 0 | Abstain |
| Fidelity | 0 | 338,134 | 0 | 0 | Against |
| Dimensional | 0 | 218,105 | 0 | 0 | Against |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 0 | 73,397 | 0 | 0 | Against |
| Charles Schwab | 0 | 54,224 | 0 | 0 | Against |
| Equitable | 11,530 | 39,850 | 0 | 0 | Mixed |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 0 | 39,334 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 31,635 | 0 | 0 | 0 | For |
| SEI | 0 | 20,845 | 0 | 0 | Against |
| Northern Trust | 20,300 | 0 | 0 | 0 | For |
| Russell Investments | 0 | 18,854 | 0 | 0 | Against |
| American Century | 0 | 17,200 | 0 | 0 | Against |
| Lincoln Financial | 12,600 | 1,975 | 0 | 0 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 0 | 12,129 | 0 | 0 | Against |
| Global X | 0 | 10,762 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 9,322 | 0 | 0 | Against |
| Exchange Place Advisors Trust | 0 | 8,406 | 0 | 0 | Against |
| Goldman Sachs | 0 | 6,422 | 0 | 0 | Against |
| Jackson National | 0 | 6,407 | 0 | 0 | Against |
Fund voting reports, all 44 managers: 2,364,390 for, 907,013 against, 520,786 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 0 | 0 | 1,365,401 | 0 | Abstain |
| BLAIR WILLIAM & CO/IL | 0 | 564,154 | 0 | 0 | Against |
| RICE HALL JAMES & ASSOCIATES, LLC | 0 | 542,649 | 0 | 0 | Against |
| Royce | 0 | 0 | 470,514 | 0 | Abstain |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | 374,741 | 0 | 0 | Against |
| BlackRock | 353,812 | 1 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 0 | 283,282 | 0 | 0 | Against |
| Bullseye Asset Management LLC | 0 | 206,527 | 0 | 0 | Against |
| MARSHALL WACE, LLP | 0 | 199,243 | 0 | 0 | Against |
| State Street | 167,786 | 1,120 | 0 | 0 | For |
| Northern Trust | 116,775 | 7 | 0 | 0 | For |
| Invesco | 0 | 87,995 | 0 | 0 | Against |
| AVENIR CORP | 0 | 0 | 0 | 77,260 | Withhold |
| Charles Schwab | 0 | 54,228 | 0 | 0 | Against |
| Nuveen | 52,563 | 0 | 0 | 0 | For |
| P.A.W. CAPITAL CORP | 0 | 50,000 | 0 | 0 | Against |
| Russell Investments | 0 | 43,873 | 0 | 0 | Against |
| AllianceBernstein | 0 | 39,850 | 0 | 0 | Against |
| STIFEL NICOLAUS & CO INC \MO\ | 0 | 36,626 | 0 | 0 | Against |
| Citadel | 35,646 | 0 | 0 | 0 | For |
| CONNORS INVESTOR SERVICES INC | 31,550 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 0 | 30,022 | 0 | 0 | Against |
| Vanguard | 23,886 | 2,162 | 0 | 0 | Mixed |
| BANK OF AMERICA NA | 0 | 25,718 | 0 | 0 | Against |
| Dimensional | 0 | 23,040 | 0 | 0 | Against |
Institutional-manager reports, all 89 managers: 817,564 for, 2,767,575 against, 77,260 withheld, 1,835,915 abstained. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
95% Approved · of votes cast
Description as filed by funds: Ratification of UHY LLP as OptimizeRx's independent registered public accounting firm for the 2025 fiscal year.
OPTIMIZERX CORP.’s own tally for this item (“Proposal 3: UHY LLP was ratified as the Company's independent registered public accounting firm for the 2022 fiscal year based upon the following votes”): 15,162,244 for, 745,489 against — passed, per its Form 8-K filed June 16, 2025 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “UHY LLP was ratified as the Company's independent registered public accounting firm for the 2022 fiscal year based upon the following votes:”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 44 asset managers below reported 3,792,189 for.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 902,201 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 581,591 | 0 | 0 | 0 | For |
| BlackRock | 579,452 | 0 | 0 | 0 | For |
| Royce | 520,786 | 0 | 0 | 0 | For |
| Fidelity | 338,134 | 0 | 0 | 0 | For |
| Dimensional | 218,105 | 0 | 0 | 0 | For |
| Calamos | 148,662 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 73,397 | 0 | 0 | 0 | For |
| Charles Schwab | 54,224 | 0 | 0 | 0 | For |
| Equitable | 51,380 | 0 | 0 | 0 | For |
| TIAA | 43,618 | 0 | 0 | 0 | For |
| CITY NATIONAL ROCHDALE FUNDS | 39,334 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 31,635 | 0 | 0 | 0 | For |
| SEI | 20,845 | 0 | 0 | 0 | For |
| Northern Trust | 20,300 | 0 | 0 | 0 | For |
| Russell Investments | 18,854 | 0 | 0 | 0 | For |
| American Century | 17,200 | 0 | 0 | 0 | For |
| Lincoln Financial | 14,575 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| BRIDGEWAY FUNDS INC | 12,129 | 0 | 0 | 0 | For |
| Global X | 10,762 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 9,322 | 0 | 0 | 0 | For |
| Exchange Place Advisors Trust | 8,406 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,422 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
Showing the 25 largest of 44 asset managers. See all 44 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 18,495,111 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 4.88% |
| 2 | Jacob Funds Inc. | 3.14% |
| 3 | BlackRock | 3.13% |
| 4 | Royce | 2.82% |
| 5 | Fidelity | 1.83% |
| 6 | Dimensional | 1.18% |
| 7 | Calamos | 0.80% |
| 8 | CLEARWATER INVESTMENT TRUST | 0.40% |
| 9 | Charles Schwab | 0.29% |
| 10 | Equitable | 0.28% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 7.38% |
| 2 | BLAIR WILLIAM & CO/IL | 3.05% |
| 3 | RICE HALL JAMES & ASSOCIATES, LLC | 2.93% |
| 4 | Royce | 2.54% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.03% |
| 6 | BlackRock | 1.91% |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | 1.53% |
| 8 | Bullseye Asset Management LLC | 1.12% |
| 9 | MARSHALL WACE, LLP | 1.08% |
| 10 | State Street | 0.91% |
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 |
|---|---|---|
| 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 May 6, 2025 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 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 6, 2025. This page is a static snapshot rebuilt weekly on October 18, 2026; a live search always shows the current data.
At OPTIMIZERX CORP.'s shareholder meeting held June 11, 2025, in the 2024-2025 proxy season, 117 asset managers reported how they voted on 7 ballot items in their SEC Form N-PX filings, covering 882 separate fund positions. On the most widely held item on that ballot — ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS. — OPTIMIZERX CORP.'s filing reports the proposal as approved, with 59% 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 16, 2025.
OPTIMIZERX CORP. proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.
Download data (CSV): ballot items · votes by manager · column guide.