| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| OptimizeRx Corp | Director | Common Stock | 57.2K | $630K | $11.01 | Jun 11, 2025 | Direct |
| P3 Health Partners Inc. | Director | Class A Common Stock | 219K | $35K | $0.16 | Aug 6, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| PIII | P3 Health Partners Inc. | Aug 6, 2025 | 1 | $0 | 4 | Aug 8, 2025 | Director |
| OPRX | OptimizeRx Corp | Jun 11, 2025 | 1 | $0 | 4 | Jun 12, 2025 | Director |
| PIII | P3 Health Partners Inc. | Jun 6, 2024 | 1 | $0 | 4 | Jun 10, 2024 | Director |
| OPRX | OptimizeRx Corp | Jun 5, 2024 | 3 | $0 | 4 | Jun 11, 2024 | Director |
| PIII | P3 Health Partners Inc. | Oct 23, 2023 | 1 | $0 | 4 | Jan 25, 2024 | Director |
| OPRX | OptimizeRx Corp | Jun 7, 2023 | 3 | $0 | 4 | Aug 18, 2023 | Director |
| OPRX | OptimizeRx Corp | Mar 31, 2023 | 2 | $0 | 4 | Apr 3, 2023 | Director |
| OPRX | OptimizeRx Corp | Dec 30, 2022 | 2 | $0 | 4 | Jan 4, 2023 | Director |
| OPRX | OptimizeRx Corp | Sep 29, 2022 | 2 | $0 | 4 | Sep 30, 2022 | Director |
| OPRX | OptimizeRx Corp | Jun 9, 2022 | 1 | $0 | 4 | Jun 13, 2022 | Director |
| OPRX | OptimizeRx Corp | Mar 30, 2022 | 1 | $0 | 4 | Apr 1, 2022 | Director |
| PIII | P3 Health Partners Inc. | Mar 24, 2022 | 1 | $0 | 4 | Mar 28, 2022 | Director |
| OPRX | OptimizeRx Corp | Dec 30, 2021 | 1 | $0 | 4 | Jan 3, 2022 | Director |
| PIII | Foresight Acquisition Corp. | Oct 4, 2021 | 2 | $0 | 4 | Oct 6, 2021 | Director, 10%+ Owner |
| OPRX | OptimizeRx Corp | Sep 29, 2021 | 1 | $0 | 4 | Oct 1, 2021 | Director |
| OPRX | OptimizeRx Corp | Jun 30, 2021 | 1 | $0 | 4 | Jun 30, 2021 | Director |