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Compiled from SEC Form N-PX filings and OptimizeRx Corporation’s Form 8-K, filed June 12, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of June 9, 2026: 11 items on OptimizeRx Corporation’s Form 8-K, filed June 12, 2026: 7 elected · 3 approved · 1 not 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
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These tallies are OptimizeRx Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed June 12, 2026 (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 | 8,327,850 | -- | -- | 4,325,946 | 3,138,456 | 66% | Elected | — |
| Elect Director: Catherine Klema | 9,079,088 | -- | -- | 3,574,708 | 3,138,456 | 72% | Elected | — |
| Elect Director: James Lang | 10,329,173 | -- | -- | 2,324,623 | 3,138,456 | 82% | Elected | — |
| Elect Director: Patrick Spangler | 8,092,151 | -- | -- | 4,561,645 | 3,138,456 | 64% | Elected | — |
| Elect Director: Mariyamma Varghese Presti | 11,766,568 | -- | -- | 887,228 | 3,138,456 | 93% | Elected | — |
| Elect Director: Gregory Wasson | 10,324,948 | -- | -- | 2,328,848 | 3,138,456 | 82% | Elected | — |
| Elect Director: Stephen Silvestro | 12,160,558 | -- | -- | 493,238 | 3,138,456 | 96% | Elected | — |
| 2. The compensation of the Company's named executive officers, as described in the proxy statement | 11,660,549 | 895,095 | 98,152 | -- | 3,138,456 | 93% | Approved | — |
| 3. Amendment to the Equity Plan to increase the aggregate number of shares of Common Stock available for awards under the Equity Plan by 1,000,000 shares | 11,541,123 | 1,096,197 | 16,476 | -- | 3,138,456 | 91% | Approved | — |
| 4. The amendment to the Equity Plan to adopt an evergreen provision providing for an automatic annual increase in the shares of Common Stock available for issuance under the Equity Plan | 5,627,324 | 7,001,699 | 24,773 | -- | 3,138,456 | 45% | Not approved | — |
| 5. Grant Thornton LLP | 15,750,329 | 27,585 | 14,338 | -- | -- | 99.8% | Approved | — |
Source: OptimizeRx Corporation, Form 8-K, filed with the SEC on June 12, 2026 — read the filing on EDGAR.
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.
Combines 6 wordings of this item as funds reported it.
72% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Catherine Klema
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 June 12, 2026 (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 shareholders 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: 72% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,451,952 for, 368,491 withheld, 12,525 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,032,457 | 0 | 7 | 581 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 191,963 | Withhold |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 129,660 | 0 | 0 | 4,596 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 0 | 0 | 63,834 | Withhold |
| Equitable | 26,100 | 0 | 0 | 28,850 | Mixed |
| State Street | 45,926 | 0 | 0 | 44 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 1,431 | 0 | 0 | 23,330 | Mixed |
| Prudential/PGIM | 12,700 | 0 | 0 | 3,400 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 13,535 | Withhold |
| Lincoln Financial | 11,100 | 0 | 0 | 1,975 | Mixed |
| AQR | 0 | 0 | 0 | 11,156 | Withhold |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 7,490 | Withhold |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| Northern Trust | 0 | 0 | 0 | 5,981 | Withhold |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 7 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Gregory D. Wasson
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 June 12, 2026 (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 shareholders 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 49 asset managers below reported 2,598,655 for, 227,901 withheld, 6,412 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,040 | 0 | 5 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 191,963 | Withhold |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 134,256 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 26,100 | 0 | 0 | 28,850 | Mixed |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,700 | 0 | 0 | 3,400 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 1,975 | Mixed |
| AQR | 11,156 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 6 wordings of this item as funds reported it.
82% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: James Lang
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 June 12, 2026 (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 shareholders 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 49 asset managers below reported 2,591,416 for, 235,140 withheld, 6,412 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,040 | 0 | 5 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 191,963 | Withhold |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 134,256 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 26,100 | 0 | 0 | 28,850 | Mixed |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,700 | 0 | 0 | 3,400 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 0 | 0 | 1,975 | Mixed |
| AQR | 11,156 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| Northern Trust | 0 | 0 | 0 | 5,981 | Withhold |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 6 wordings of this item as funds reported it.
66% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Lynn O'Connor Vos
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 June 12, 2026 (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 shareholders 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: 66% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,453,748 for, 367,993 withheld, 11,227 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,036 | 0 | 9 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 191,963 | Withhold |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 129,660 | 0 | 0 | 4,596 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 0 | 0 | 63,834 | Withhold |
| Equitable | 26,100 | 0 | 0 | 28,850 | Mixed |
| State Street | 45,926 | 0 | 0 | 44 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 1,431 | 0 | 0 | 23,330 | Mixed |
| Prudential/PGIM | 12,700 | 0 | 0 | 3,400 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 13,535 | Withhold |
| Lincoln Financial | 11,100 | 0 | 0 | 1,975 | Mixed |
| AQR | 0 | 0 | 0 | 11,156 | Withhold |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 7,490 | Withhold |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| Northern Trust | 0 | 0 | 0 | 5,981 | Withhold |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 7 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Mariyamma Varghese Presti
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 June 12, 2026 (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 shareholders 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: 93% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,831,253 for, 1,713 withheld, 2 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,043 | 0 | 2 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 191,963 | 0 | 0 | 0 | For |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 134,256 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 54,950 | 0 | 0 | 0 | For |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,100 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,075 | 0 | 0 | 0 | For |
| AQR | 11,156 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 6 wordings of this item as funds reported it.
64% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Patrick Spangler
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 June 12, 2026 (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 shareholders 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: 64% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,362,048 for, 459,693 withheld, 11,227 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,036 | 0 | 9 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 0 | 0 | 191,963 | Withhold |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 129,660 | 0 | 0 | 4,596 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 0 | 0 | 0 | 63,834 | Withhold |
| Equitable | 26,100 | 0 | 0 | 28,850 | Mixed |
| State Street | 99 | 0 | 0 | 45,871 | Withhold |
| TIAA | 0 | 0 | 0 | 30,053 | Withhold |
| Venerable Variable Insurance Trust | 1,431 | 0 | 0 | 23,330 | Mixed |
| Prudential/PGIM | 12,700 | 0 | 0 | 3,400 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 0 | 0 | 13,535 | Withhold |
| Lincoln Financial | 0 | 0 | 0 | 13,075 | Withhold |
| AQR | 0 | 0 | 0 | 11,156 | Withhold |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 0 | 0 | 0 | 7,490 | Withhold |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 0 | 6,407 | 0 | Abstain |
| Northern Trust | 0 | 0 | 0 | 5,981 | Withhold |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
Combines 6 wordings of this item as funds reported it.
96% Majority: yes · of votes cast
Description as filed by funds: Election of each of the seven director nominees listed below: Stephen Silvestro
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 June 12, 2026 (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 shareholders 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: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,831,254 for, 1,713 withheld, 1 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,044 | 0 | 1 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 191,963 | 0 | 0 | 0 | For |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 134,256 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 54,950 | 0 | 0 | 0 | For |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,100 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,075 | 0 | 0 | 0 | For |
| AQR | 11,156 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 in the interactive database.
45% Not approved · of votes cast
Description as filed by funds: 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.
OptimizeRx Corporation’s own tally for this item (“4. The amendment to the Equity Plan to adopt an evergreen provision providing for an automatic annual increase in the shares of Common Stock available for issuance under the Equity Plan”): 5,627,324 for, 7,001,699 against — failed, per its Form 8-K filed June 12, 2026 (Item 5.07).
Reported outcome: Not approved, in the filing’s own words: “The amendment to the Equity Plan to adopt an evergreen provision providing for an automatic annual increase in the shares of Common Stock available for issuance under the Equity Plan was not approved based upon the following votes:”
Support: 45% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 48 asset managers below reported 555,252 for, 2,262,903 against, 1,713 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 890 | 1,032,155 | 0 | 0 | Against |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 0 | 215,119 | 0 | 0 | Against |
| Dimensional | 0 | 191,963 | 0 | 0 | Against |
| Fidelity | 0 | 191,564 | 0 | 0 | Against |
| Jacob Funds Inc. | 53,935 | 77,154 | 0 | 0 | Mixed |
| CLEARWATER INVESTMENT TRUST | 0 | 129,660 | 0 | 0 | Against |
| Charles Schwab | 0 | 81,959 | 0 | 0 | Against |
| Principal Exchange-Traded Funds | 0 | 63,834 | 0 | 0 | Against |
| Equitable | 0 | 54,950 | 0 | 0 | Against |
| State Street | 37 | 45,933 | 0 | 0 | Against |
| TIAA | 0 | 30,053 | 0 | 0 | Against |
| Venerable Variable Insurance Trust | 0 | 24,761 | 0 | 0 | Against |
| Prudential/PGIM | 0 | 16,100 | 0 | 0 | Against |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 0 | 13,535 | 0 | 0 | Against |
| Lincoln Financial | 0 | 13,075 | 0 | 0 | Against |
| AQR | 0 | 11,156 | 0 | 0 | Against |
| Global X | 0 | 7,596 | 0 | 0 | Against |
| AIG/SunAmerica | 0 | 7,490 | 0 | 0 | Against |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 6,407 | 0 | 0 | Against |
| Northern Trust | 0 | 5,981 | 0 | 0 | Against |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
| NEW COVENANT FUNDS | 0 | 5,670 | 0 | 0 | Against |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Combines 3 wordings of this item as funds reported it.
91% Approved · of votes cast
Description as filed by funds: 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.
OptimizeRx Corporation’s own tally for this item (“3. Amendment to the Equity Plan to increase the aggregate number of shares of Common Stock available for awards under the Equity Plan by 1,000,000 shares”): 11,541,123 for, 1,096,197 against — passed, per its Form 8-K filed June 12, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Proposal 3: The amendment to the Equity Plan to increase the aggregate number of shares of Common Stock available for awards under the Equity Plan by 1,000,000 shares was approved based upon the following votes:”
Support: 91% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 48 asset managers below reported 2,621,611 for, 196,544 against, 1,713 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,031,854 | 1,191 | 0 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 191,963 | 0 | 0 | 0 | For |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 53,935 | 77,154 | 0 | 0 | Mixed |
| CLEARWATER INVESTMENT TRUST | 129,660 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 26,100 | 28,850 | 0 | 0 | Mixed |
| State Street | 96 | 45,874 | 0 | 0 | Against |
| TIAA | 0 | 30,053 | 0 | 0 | Against |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,100 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 1,975 | 11,100 | 0 | 0 | Mixed |
| AQR | 11,156 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
| NEW COVENANT FUNDS | 5,670 | 0 | 0 | 0 | For |
Showing the 25 largest of 48 asset managers. See all 48 in the interactive database.
Combines 2 wordings of this item as funds reported it.
93% Approved · of votes cast
Description as filed by funds: ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.
OptimizeRx Corporation’s own tally for this item (“2. The compensation of the Company's named executive officers, as described in the proxy statement”): 11,660,549 for, 895,095 against — passed, per its Form 8-K filed June 12, 2026 (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: 93% 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 Corporation’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” (3 managers, Fund and manager reports combined; may count the same shares twice; no share total shown).
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 | 1,033,043 | 2 | 0 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 0 | 191,963 | 0 | 0 | Against |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 129,660 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 54,950 | 0 | 0 | 0 | For |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 12,700 | 3,400 | 0 | 0 | Mixed |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 11,100 | 1,975 | 0 | 0 | Mixed |
| AQR | 11,156 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 0 | 6,407 | 0 | 0 | Against |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
| NEW COVENANT FUNDS | 5,670 | 0 | 0 | 0 | For |
Fund voting reports, all 48 managers: 2,614,408 for, 203,747 against, 1,713 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Whetstone Capital Advisors, LLC | 1,361,128 | 0 | 0 | 0 | For |
| BLAIR WILLIAM & CO/IL | 562,113 | 0 | 0 | 0 | For |
| RICE HALL JAMES & ASSOCIATES, LLC | 546,209 | 0 | 0 | 0 | For |
| Royce | 459,386 | 0 | 0 | 0 | For |
| BlackRock | 438,715 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 242,364 | 0 | 0 | 0 | For |
| State Street | 238,464 | 0 | 0 | 0 | For |
| Invenomic Capital Management LP | 219,488 | 0 | 0 | 0 | For |
| KENNEDY CAPITAL MANAGEMENT LLC | 206,765 | 0 | 0 | 0 | For |
| Vanguard | 199,707 | 0 | 0 | 0 | For |
| Bullseye Asset Management LLC | 172,604 | 0 | 0 | 0 | For |
| SEGALL BRYANT & HAMILL, LLC | 162,000 | 0 | 0 | 0 | For |
| AQR | 104,395 | 0 | 0 | 0 | For |
| P.A.W. CAPITAL CORP | 90,000 | 0 | 0 | 0 | For |
| Charles Schwab | 82,072 | 0 | 0 | 0 | For |
| Goldman Sachs | 81,376 | 0 | 0 | 0 | For |
| AVENIR CORP | 0 | 0 | 0 | 77,260 | Withhold |
| Russell Investments | 75,814 | 0 | 0 | 0 | For |
| Fidelity | 66,153 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 65,020 | 0 | 0 | 0 | For |
| Northern Trust | 63,170 | 0 | 0 | 0 | For |
| STATE OF WISCONSIN INVESTMENT BOARD | 56,894 | 0 | 0 | 0 | For |
| Nuveen | 41,856 | 0 | 0 | 0 | For |
| Dimensional | 0 | 41,543 | 0 | 0 | Against |
| AllianceBernstein | 39,850 | 0 | 0 | 0 | For |
Institutional-manager reports, all 108 managers: 6,016,540 for, 60,902 against, 77,260 withheld. 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 Grant Thornton LLP as OptimizeRx's independent registered public accounting firm for the fiscal year ending December 31, 2026.
OptimizeRx Corporation’s own tally for this item (“5. Grant Thornton LLP”): 15,750,329 for, 27,585 against — passed, per its Form 8-K filed June 12, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Grant Thornton LLP was ratified as the Company's independent registered public accounting firm for the 2026 fiscal year based upon the following votes:”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 49 asset managers below reported 2,831,255 for, 1,713 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Vanguard | 1,033,045 | 0 | 0 | 0 | For |
| Royce | 468,644 | 0 | 0 | 0 | For |
| BlackRock | 215,119 | 0 | 0 | 0 | For |
| Dimensional | 191,963 | 0 | 0 | 0 | For |
| Fidelity | 191,564 | 0 | 0 | 0 | For |
| CLEARWATER INVESTMENT TRUST | 134,256 | 0 | 0 | 0 | For |
| Jacob Funds Inc. | 131,089 | 0 | 0 | 0 | For |
| Charles Schwab | 81,959 | 0 | 0 | 0 | For |
| Principal Exchange-Traded Funds | 63,834 | 0 | 0 | 0 | For |
| Equitable | 54,950 | 0 | 0 | 0 | For |
| State Street | 45,970 | 0 | 0 | 0 | For |
| TIAA | 30,053 | 0 | 0 | 0 | For |
| Venerable Variable Insurance Trust | 24,761 | 0 | 0 | 0 | For |
| Prudential/PGIM | 16,100 | 0 | 0 | 0 | For |
| World Funds Trust | 14,000 | 0 | 0 | 0 | For |
| WisdomTree | 13,535 | 0 | 0 | 0 | For |
| Lincoln Financial | 13,075 | 0 | 0 | 0 | For |
| AQR | 11,156 | 0 | 0 | 0 | For |
| FORUM FUNDS II | 8,504 | 0 | 0 | 0 | For |
| Global X | 7,596 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 7,490 | 0 | 0 | 0 | For |
| Goldman Sachs | 6,511 | 0 | 0 | 0 | For |
| Jackson National | 6,407 | 0 | 0 | 0 | For |
| Northern Trust | 5,981 | 0 | 0 | 0 | For |
| Simplify Exchange Traded Funds | 5,947 | 0 | 0 | 0 | For |
Showing the 25 largest of 49 asset managers. See all 49 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 18,765,075 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Vanguard | 5.51% |
| 2 | Royce | 2.50% |
| 3 | BlackRock | 1.15% |
| 4 | Dimensional | 1.02% |
| 5 | Fidelity | 1.02% |
| 6 | CLEARWATER INVESTMENT TRUST | 0.72% |
| 7 | Jacob Funds Inc. | 0.70% |
| 8 | Charles Schwab | 0.44% |
| 9 | Principal Exchange-Traded Funds | 0.34% |
| 10 | Equitable | 0.29% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 7.25% |
| 2 | BLAIR WILLIAM & CO/IL | 3.00% |
| 3 | RICE HALL JAMES & ASSOCIATES, LLC | 2.91% |
| 4 | Royce | 2.45% |
| 5 | BlackRock | 2.34% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.29% |
| 7 | State Street | 1.27% |
| 8 | Invenomic Capital Management LP | 1.17% |
| 9 | KENNEDY CAPITAL MANAGEMENT LLC | 1.10% |
| 10 | Vanguard | 1.06% |
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 | 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 April 29, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 Corporation’s 10-Q dated April 29, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At OptimizeRx Corporation's shareholder meeting held June 9, 2026, in the 2025-2026 proxy season, 141 asset managers reported how they voted on 11 ballot items in their SEC Form N-PX filings, covering 1,524 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 Corporation's filing reports the proposal as approved, with 93% 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 Corporation's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on June 12, 2026.
OptimizeRx Corporation proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.