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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 June 12, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 11Ballot items
  • 141Asset managers
  • 1,524Fund votes
  • June 9, 2026Meeting date

Results at a glance

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.

Not approved or not elected

Material dissent

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

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 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.

OptimizeRx Corporation — official shareholder meeting results, meeting held June 9, 2026
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Lynn O'Connor Vos 8,327,850---- 4,325,9463,138,456 66%Elected—
Elect Director: Catherine Klema 9,079,088---- 3,574,7083,138,456 72%Elected—
Elect Director: James Lang 10,329,173---- 2,324,6233,138,456 82%Elected—
Elect Director: Patrick Spangler 8,092,151---- 4,561,6453,138,456 64%Elected—
Elect Director: Mariyamma Varghese Presti 11,766,568---- 887,2283,138,456 93%Elected—
Elect Director: Gregory Wasson 10,324,948---- 2,328,8483,138,456 82%Elected—
Elect Director: Stephen Silvestro 12,160,558---- 493,2383,138,456 96%Elected—
2. The compensation of the Company's named executive officers, as described in the proxy statement 11,660,549895,09598,152 --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 11,541,1231,096,19716,476 --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 5,627,3247,001,69924,773 --3,138,456 45%Not approved—
5. Grant Thornton LLP 15,750,32927,58514,338 ---- 99.8%Approved—

Source: OptimizeRx Corporation, Form 8-K, filed with the SEC on June 12, 2026 — 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.

1. Elect Director: Catherine Klema

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

72% Majority: yes · of votes cast

FOR 72%WITHHELD
FOR: 9,079,088WITHHELD: 3,574,708
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,451,952ABSTAIN: 12,525WITHHOLD: 368,491
Largest asset managers voting on “Election of each of the seven director nominees listed below: Catherine Klema” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,032,4570 7581For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional00 0191,963Withhold
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST129,6600 04,596For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds00 063,834Withhold
Equitable26,1000 028,850Mixed
State Street45,9260 044For
TIAA30,0530 00For
Venerable Variable Insurance Trust1,4310 023,330Mixed
Prudential/PGIM12,7000 03,400Mixed
World Funds Trust14,0000 00For
WisdomTree00 013,535Withhold
Lincoln Financial11,1000 01,975Mixed
AQR00 011,156Withhold
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica00 07,490Withhold
Goldman Sachs6,5110 00For
Jackson National00 6,4070Abstain
Northern Trust00 05,981Withhold
Simplify Exchange Traded Funds5,9470 00For

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

2. Elect Director: Gregory Wasson

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 7 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%WITHHELD
FOR: 10,324,948WITHHELD: 2,328,848
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,598,655ABSTAIN: 6,412WITHHOLD: 227,901
Largest asset managers voting on “Election of each of the seven director nominees listed below: Gregory D. Wasson” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0400 50For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional00 0191,963Withhold
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST134,2560 00For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable26,1000 028,850Mixed
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM12,7000 03,400Mixed
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial11,1000 01,975Mixed
AQR11,1560 00For
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National00 6,4070Abstain
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For

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

3. Elect Director: James Lang

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

82% Majority: yes · of votes cast

FOR 82%WITHHELD
FOR: 10,329,173WITHHELD: 2,324,623
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,591,416ABSTAIN: 6,412WITHHOLD: 235,140
Largest asset managers voting on “Election of each of the seven director nominees listed below: James Lang” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0400 50For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional00 0191,963Withhold
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST134,2560 00For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable26,1000 028,850Mixed
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM12,7000 03,400Mixed
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial11,1000 01,975Mixed
AQR11,1560 00For
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National00 6,4070Abstain
Northern Trust00 05,981Withhold
Simplify Exchange Traded Funds5,9470 00For

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

4. Elect Director: Lynn O'Connor Vos

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

66% Majority: yes · of votes cast

FOR 66%WITHHELD
FOR: 8,327,850WITHHELD: 4,325,946
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,453,748ABSTAIN: 11,227WITHHOLD: 367,993
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 managerForAgainst AbstainWithheldVote
Vanguard1,033,0360 90For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional00 0191,963Withhold
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST129,6600 04,596For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds00 063,834Withhold
Equitable26,1000 028,850Mixed
State Street45,9260 044For
TIAA30,0530 00For
Venerable Variable Insurance Trust1,4310 023,330Mixed
Prudential/PGIM12,7000 03,400Mixed
World Funds Trust14,0000 00For
WisdomTree00 013,535Withhold
Lincoln Financial11,1000 01,975Mixed
AQR00 011,156Withhold
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica00 07,490Withhold
Goldman Sachs6,5110 00For
Jackson National00 6,4070Abstain
Northern Trust00 05,981Withhold
Simplify Exchange Traded Funds5,9470 00For

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

5. Elect Director: Mariyamma Varghese Presti

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 7 wordings of this item as funds reported it.

93% Majority: yes · of votes cast

FOR 93%
FOR: 11,766,568WITHHELD: 887,228
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,831,253ABSTAIN: 2WITHHOLD: 1,713
Largest asset managers voting on “Election of each of the seven director nominees listed below: Mariyamma Varghese Presti” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0430 20For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional191,9630 00For
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST134,2560 00For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable54,9500 00For
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM16,1000 00For
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial13,0750 00For
AQR11,1560 00For
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National6,4070 00For
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For

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

6. Elect Director: Patrick Spangler

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

64% Majority: yes · of votes cast

FOR 64%WITHHELD
FOR: 8,092,151WITHHELD: 4,561,645
Details: description as filed, official tally, votes by 49 asset managers

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.

FORWITHHOLD
FOR: 2,362,048ABSTAIN: 11,227WITHHOLD: 459,693
Largest asset managers voting on “Election of each of the seven director nominees listed below: Patrick Spangler” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0360 90For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional00 0191,963Withhold
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST129,6600 04,596For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds00 063,834Withhold
Equitable26,1000 028,850Mixed
State Street990 045,871Withhold
TIAA00 030,053Withhold
Venerable Variable Insurance Trust1,4310 023,330Mixed
Prudential/PGIM12,7000 03,400Mixed
World Funds Trust14,0000 00For
WisdomTree00 013,535Withhold
Lincoln Financial00 013,075Withhold
AQR00 011,156Withhold
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica00 07,490Withhold
Goldman Sachs6,5110 00For
Jackson National00 6,4070Abstain
Northern Trust00 05,981Withhold
Simplify Exchange Traded Funds5,9470 00For

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

7. Elect Director: Stephen Silvestro

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 6 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 12,160,558WITHHELD: 493,238
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,831,254ABSTAIN: 1WITHHOLD: 1,713
Largest asset managers voting on “Election of each of the seven director nominees listed below: Stephen Silvestro” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0440 10For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional191,9630 00For
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST134,2560 00For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable54,9500 00For
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM16,1000 00For
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial13,0750 00For
AQR11,1560 00For
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National6,4070 00For
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For

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

8. 4. The amendment to the Equity Plan to adopt an evergreen provision providing for an automatic annual increase in the…

Official resultCOMPENSATIONReported outcome: Not approved

45% Not approved · of votes cast

FOR 45%AGAINST
FOR: 5,627,324AGAINST: 7,001,699
Details: description as filed, official tally, votes by 48 asset managers

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.

FORAGAINST
FOR: 555,252AGAINST: 2,262,903ABSTAIN: 1,713
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 managerForAgainst AbstainWithheldVote
Vanguard8901,032,155 00Against
Royce468,6440 00For
BlackRock0215,119 00Against
Dimensional0191,963 00Against
Fidelity0191,564 00Against
Jacob Funds Inc.53,93577,154 00Mixed
CLEARWATER INVESTMENT TRUST0129,660 00Against
Charles Schwab081,959 00Against
Principal Exchange-Traded Funds063,834 00Against
Equitable054,950 00Against
State Street3745,933 00Against
TIAA030,053 00Against
Venerable Variable Insurance Trust024,761 00Against
Prudential/PGIM016,100 00Against
World Funds Trust14,0000 00For
WisdomTree013,535 00Against
Lincoln Financial013,075 00Against
AQR011,156 00Against
Global X07,596 00Against
AIG/SunAmerica07,490 00Against
Goldman Sachs6,5110 00For
Jackson National06,407 00Against
Northern Trust05,981 00Against
Simplify Exchange Traded Funds5,9470 00For
NEW COVENANT FUNDS05,670 00Against

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

9. 3. Amendment to the Equity Plan to increase the aggregate number of shares of Common Stock available for awards under…

Official resultCOMPENSATIONReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

91% Approved · of votes cast

FOR 91%
FOR: 11,541,123AGAINST: 1,096,197
Details: description as filed, official tally, votes by 48 asset managers

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.

FOR
FOR: 2,621,611AGAINST: 196,544ABSTAIN: 1,713
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 managerForAgainst AbstainWithheldVote
Vanguard1,031,8541,191 00For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional191,9630 00For
Fidelity191,5640 00For
Jacob Funds Inc.53,93577,154 00Mixed
CLEARWATER INVESTMENT TRUST129,6600 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable26,10028,850 00Mixed
State Street9645,874 00Against
TIAA030,053 00Against
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM16,1000 00For
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial1,97511,100 00Mixed
AQR11,1560 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National6,4070 00For
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For
NEW COVENANT FUNDS5,6700 00For

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

10. 2. The compensation of the Company's named executive officers, as described in the proxy statement

Official resultFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Approved

Combines 2 wordings of this item as funds reported it.

93% Approved · of votes cast

FOR 93%
FOR: 11,660,549AGAINST: 895,095
Details: description as filed, official tally, votes by 139 asset managers

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).

Fund voting reports: 48 asset managers voting on “ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Vanguard1,033,0432 00For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional0191,963 00Against
Fidelity191,5640 00For
Jacob Funds Inc.131,0890 00For
CLEARWATER INVESTMENT TRUST129,6600 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable54,9500 00For
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM12,7003,400 00Mixed
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial11,1001,975 00Mixed
AQR11,1560 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National06,407 00Against
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For
NEW COVENANT FUNDS5,6700 00For

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.

Institutional-manager reports: 108 asset managers voting on “ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.” at OptimizeRx Corporation, 2025-2026
Asset managerForAgainst AbstainWithheldVote
Whetstone Capital Advisors, LLC1,361,1280 00For
BLAIR WILLIAM & CO/IL562,1130 00For
RICE HALL JAMES & ASSOCIATES, LLC546,2090 00For
Royce459,3860 00For
BlackRock438,7150 00For
GEODE CAPITAL MANAGEMENT, LLC242,3640 00For
State Street238,4640 00For
Invenomic Capital Management LP219,4880 00For
KENNEDY CAPITAL MANAGEMENT LLC206,7650 00For
Vanguard199,7070 00For
Bullseye Asset Management LLC172,6040 00For
SEGALL BRYANT & HAMILL, LLC162,0000 00For
AQR104,3950 00For
P.A.W. CAPITAL CORP90,0000 00For
Charles Schwab82,0720 00For
Goldman Sachs81,3760 00For
AVENIR CORP00 077,260Withhold
Russell Investments75,8140 00For
Fidelity66,1530 00For
PRINCIPAL GLOBAL INVESTORS65,0200 00For
Northern Trust63,1700 00For
STATE OF WISCONSIN INVESTMENT BOARD56,8940 00For
Nuveen41,8560 00For
Dimensional041,543 00Against
AllianceBernstein39,8500 00For

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.

11. 5. Grant Thornton LLP

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

99.8% Approved · of votes cast

FOR 99.8%
FOR: 15,750,329AGAINST: 27,585
Details: description as filed, official tally, votes by 49 asset managers

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.

FOR
FOR: 2,831,255ABSTAIN: 1,713
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 managerForAgainst AbstainWithheldVote
Vanguard1,033,0450 00For
Royce468,6440 00For
BlackRock215,1190 00For
Dimensional191,9630 00For
Fidelity191,5640 00For
CLEARWATER INVESTMENT TRUST134,2560 00For
Jacob Funds Inc.131,0890 00For
Charles Schwab81,9590 00For
Principal Exchange-Traded Funds63,8340 00For
Equitable54,9500 00For
State Street45,9700 00For
TIAA30,0530 00For
Venerable Variable Insurance Trust24,7610 00For
Prudential/PGIM16,1000 00For
World Funds Trust14,0000 00For
WisdomTree13,5350 00For
Lincoln Financial13,0750 00For
AQR11,1560 00For
FORUM FUNDS II8,5040 00For
Global X7,5960 00For
AIG/SunAmerica7,4900 00For
Goldman Sachs6,5110 00For
Jackson National6,4070 00For
Northern Trust5,9810 00For
Simplify Exchange Traded Funds5,9470 00For

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

Largest OptimizeRx Corporation shareholders voting in 2025-2026

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.

Fund voting reports: top OptimizeRx Corporation shareholders by shares voted on “Election of each of the seven director nominees listed below: Catherine Klema”, 2025-2026
#Asset manager % of shares outstanding
1Vanguard 5.51%
2Royce 2.50%
3BlackRock 1.15%
4Dimensional 1.02%
5Fidelity 1.02%
6CLEARWATER INVESTMENT TRUST 0.72%
7Jacob Funds Inc. 0.70%
8Charles Schwab 0.44%
9Principal Exchange-Traded Funds 0.34%
10Equitable 0.29%
Institutional-manager reports: top OptimizeRx Corporation shareholders by shares voted on “ADVISORY (NON-BINDING) APPROVAL OF THE COMPENSATION OF OUR NAMED EXECUTIVE OFFICERS.”, 2025-2026
#Asset manager % of shares outstanding
1Whetstone Capital Advisors, LLC 7.25%
2BLAIR WILLIAM & CO/IL 3.00%
3RICE HALL JAMES & ASSOCIATES, LLC 2.91%
4Royce 2.45%
5BlackRock 2.34%
6GEODE CAPITAL MANAGEMENT, LLC 1.29%
7State Street 1.27%
8Invenomic Capital Management LP 1.17%
9KENNEDY CAPITAL MANAGEMENT LLC 1.10%
10Vanguard 1.06%

Reported OptimizeRx Corporation holdings and ownership

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.

OptimizeRx Corporation holdings and ownership disclosed 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 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.

About this page

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.