# EDGAR Filing Document

**Accession Number:** 0001448431
**File Stem:** 0001628280-25-050824
**Filing Date:** 2025-11
**Character Count:** 6052
**Document Hash:** 289f84656cad04fc5f240d0f37f50b0e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-25-050824.hdr.sgml**: 20251110

**ACCESSION NUMBER**: 0001628280-25-050824

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20250821

**FILED AS OF DATE**: 20251110

**DATE AS OF CHANGE**: 20251110

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Merrell Brendan W.
- **CENTRAL INDEX KEY:** 0002090383

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-38543
- **FILM NUMBER:** 251464912

**MAIL ADDRESS:**
- **STREET 1:** 1 CHARLES DAVIS DRIVE
- **CITY:** WENHAM
- **STATE:** MA
- **ZIP:** 07984
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OptimizeRx Corp
- **CENTRAL INDEX KEY:** 0001448431
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-BUSINESS SERVICES, NEC [7389]
- **ORGANIZATION NAME:** 07 Trade & Services
- **EIN:** 261265381
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 1231

**BUSINESS ADDRESS:**
- **STREET 1:** 260 CHARLES STREET
- **STREET 2:** SUITE 302
- **CITY:** WALTHAM
- **STATE:** MA
- **ZIP:** 02453
- **BUSINESS PHONE:** 248-651-6558

**MAIL ADDRESS:**
- **STREET 1:** 260 CHARLES STREET
- **STREET 2:** SUITE 302
- **CITY:** WALTHAM
- **STATE:** MA
- **ZIP:** 02453

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Merrell Brendan W.<br><sub>(Last) (First) (Middle)</sub><br>C/O OPTIMIZERX CORPORATION<br>260 CHARLES STREET, SUITE 302<br><sub>(Street)</sub><br>WALTHAM, MA 02453<br><sub>(City) (State) (Zip)</sub> | **3. Issuer Name and Ticker or Trading Symbol**<br>OptimizeRx Corp [ OPRX ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2025-08-21 | **4. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[ ] Director   [ ] 10% Owner<br>[X] Officer (give title below)   [ ] Other (specify below)<br>_CHIEF OPERATING OFFICER_ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |
| Common Stock | 17274<sup>(1)</sup> | D |  |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| Stock Option | <sup>(2)</sup> | 2027-10-03 | Common Stock | 9764 | $15.04 | D |  |
| Stock Option | <sup>(3)</sup> | 2028-12-19 | Common Stock | 2946 | $12.73 | D |  |
| Stock Option | <sup>(4)</sup> | 2029-12-11 | Common Stock | 13723 | $4.94 | D |  |
| Stock Option | <sup>(5)</sup> | 2030-08-21 | Common Stock | 23437 | $16.14 | D |  |

---

### Footnotes:

(1) Includes 10,900 shares of common stock underlying unvested restricted stock units ("RSUs") granted under OPRX's equity incentive plans. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of OPRX common stock. The RSUs vest as follows: (i) 1,663 RSUs which represent the 3rd installment of Mr. Merell's  October 3, 2022 grant; (ii) 1,964 RSUs which represent the 2nd and 3rd installments of Mr. Merrell's December 19, 2023 grant;  and (iii) 7,273 RSUs which will vest in 3 equal annual installments beginning on December 11, 2025, which is the 1st anniversary of the grant date.

(2) The stock option vests in three equal annual installments beginning October 3, 2023, the first anniversary of the grant date.

(3) The stock option vests in three equal annual installments beginning December 19, 2024, the first anniversary of the grant date.

(4) The stock option vests in three equal annual installments beginning December 11, 2025, the first anniversary of the grant date.

(5) The stock option vests in three equal annual installments beginning August 21, 2026, the first anniversary of the grant date.

**Remarks:**
The filing of this Statement shall not be construed as an admission (a) that the person filing this Statement is, for the purposes of Section 16 of the Securities Exchange Act of 1934, as amended, the beneficial owner of any equity securities covered by this Statement, or (b) that this Statement is legally required to be filed by such person.

**Signature:** /s/ Marion Odence-Ford, by Power of Attorney  
**Date:** 2025-11-07

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**