Form D · Other Health Care

OptimizeRx Corp

Rochester, MI · CIK 0001448431

Offering snapshot reported May 11, 2018 · SEC filing

Reported sold
$9M
Offering amount: $9M
Investors reported
6
Form D · investor count
Minimum accepted
$850K
Reported outside-investor minimum
First sale
May 4, 2018
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 11, 2018Initial$9,000,000No comparison6SEC filing
Mar 14, 2014InitialYet to sellNo comparison0SEC filing
Jun 8, 2010Initial$3,000,000No comparison1SEC filing
May 21, 2009Initial$3,500,000No comparisonNot reportedSEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$773K
Finders' fees
$0
Form D file number
021-312228

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Michael Townley3112485Lake Street Capital Markets, LLC · CRD 164447
David Jonathan Merriman1303501B. Riley FBR, Inc. · CRD 25027
Jared David Schramm5150953Roth Capital Partners, LLC · CRD 15407

Source: Form D, filed May 11, 2018. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Douglas Baker Executive
Terrence Hamilton Director, Executive
Terence J Hamilton Director
David A Harrell Director, Executive
H. David Lester Director, Executive
David Lester Director, Executive
Thomas Majerowicz Director

Issuer details

Industry: Other Health Care (See others in industry)

Address:
400 Water St, Suite 200
Rochester, MI, 48307