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Andy D’Silva

Chief Business Officer at OptimizeRx
Executive

About Andy D’Silva

Andy D’Silva is Chief Business Officer (promoted from SVP, Corporate Finance) at OptimizeRx, responsible for strategic planning while continuing to lead FP&A and investor relations . He joined OptimizeRx in September 2021 after more than a decade in equity research (senior healthcare research analyst at B. Riley; previously managing director on Merriman Capital’s equity research team) and holds a B.A. in Economics from UC San Diego . Company performance during his tenure: TSR fell from 53.92 (value of $100 initial investment) in 2022 to 45.92 in 2023 and 7.82 in 2024; net losses were $(11.44)M in 2022, $(17.57)M in 2023, and $(20.11)M in 2024; FY2023 revenue was $71.5M and FY2024 revenue was $92.13M with Adjusted EBITDA of $11.76M .

Past Roles

OrganizationRoleYearsStrategic Impact
B. Riley SecuritiesSenior Healthcare Research AnalystCovered healthcare technology; capital markets expertise supporting strategic growth initiatives
Merriman CapitalManaging Director, Equity Research TeamEquity research and industry analysis, informing strategy and investor communications

External Roles

  • None disclosed in company filings for public boards or committee roles specific to Andy D’Silva .

Fixed Compensation

  • Base salary and target bonus for Andy D’Silva are not disclosed in the 2025 proxy or other filings reviewed. He is a participant in the Executive Severance Plan (details below) .

Performance Compensation

Company annual incentive design (applies to executive officers, including plan participation by D’Silva; individual target percentages for D’Silva not disclosed):

  • Metrics and weights: Revenue (50%) and Adjusted EBITDA (50%) with threshold/target/max levels; targets set above guidance; payouts interpolate linearly .
  • 2024 outcomes (company-level): Revenue $92,127,044 and Adjusted EBITDA (for bonus calc) $11,760,615; Compensation Committee certified a 58.9% payout factor used for named executive officers .
MetricWeighting2024 Target (undisclosed)2024 ActualPayout Factor
Revenue ($USD)50%$92,127,044 58.9% (company bonus factor)
Adjusted EBITDA ($USD)50%$11,760,615 58.9% (company bonus factor)

Notes:

  • Company uses defined EBITDA/Adjusted EBITDA and may exclude specified items (e.g., severance, impairment, acquisition expenses) at discretion .
  • No discretionary cash bonus paid to named executives for 2024; individual outcomes for D’Silva not disclosed .

Equity Ownership & Alignment

  • Beneficial ownership (as of Oct 6, 2025 filing): 5,892 shares directly held; 24,890 unvested RSUs with defined future vesting; stock option grant of 13,723 shares (Dec 11, 2024 grant) vesting 1/3 annually beginning Dec 11, 2025 .
Holding TypeQuantityStatusVesting/Expiration
Common Stock5,892Vested/owned
RSUs (9/1/2021 grant)8,000 (two installments)Unvested4,000 on 9/1/2025; 4,000 on 9/1/2026
RSUs (10/3/2022 grant)2,217UnvestedVests 10/3/2025
RSUs (12/19/2023 grant)3,928 (two installments)Unvested1,964 on 12/19/2025; 1,964 on 12/19/2026
RSUs (10/1/2024 grant)3,472Unvested1/3 annually starting 10/1/2025
RSUs (12/11/2024 grant)7,273Unvested1/3 annually starting 12/11/2025
Stock Options (12/11/2024)13,723 @ $4.95UnexercisableVests 1/3 annually from 12/11/2025; expires 12/11/2029

Alignment policies and constraints:

  • Stock ownership guidelines: executives must hold stock equal to 2x base salary; must reach compliance within five years of later of hire/promotion or June 22, 2021; pre-compliance retention requirement of 50% of net shares from any vest/exercise .
  • Hedging, short sales, margin accounts, pledging prohibited; public options transactions on company securities prohibited for insiders .
  • Insider trading policy requires pre-clearance; blackout periods generally apply; Rule 10b5-1 plans encouraged .

Employment Terms

ProvisionTerms
Severance (without Cause / Good Reason)0.5x base salary, paid over 6 months; lump-sum target bonus (per plan definition); subsidized COBRA up to 6 months (earlier if eligible under new employer’s plan)
Change-in-Control Covered TerminationAdditional lump sum payment equal to 1.0x base salary (on top of severance benefits under plan)
ClawbackMandatory recovery of erroneously awarded incentive compensation for current/past executive officers covering 3 full fiscal years preceding a required accounting restatement; no misconduct/fault required
Non-Compete / Business Protection AgreementExecutives subject to Company’s Business Protection Agreement (confidentiality, invention assignment, non-compete); specific duration for D’Silva not disclosed; similar agreements required of other executives (e.g., CFO)
Stock Ownership Guidelines2x base salary; five-year compliance window; retention policy as noted above
Trading & PledgingHedging/pledging/margin accounts prohibited; preclearance and blackout periods apply

Performance & Track Record

MetricFY 2022FY 2023FY 2024
Total Shareholder Return (value of $100 initial investment)53.92 45.92 7.82
Net Income (Loss) ($USD)$(11,438,440) $(17,565,866) $(20,110,000)
Revenue ($USD)$71,500,000 $92,127,044
Adjusted EBITDA ($USD)$3,600,000 $11,760,615

Additional operating highlights:

  • Q4 2024 revenue $32.3M (+14% YoY) and Adjusted EBITDA $8.8M; KPIs showed improved NRR and revenue per FTE .
  • 2024 guidance updated during the year to revenue $88–$92M and Adjusted EBITDA $8–$10M; company reported 2024 revenue and Adjusted EBITDA within/above those ranges .

Compensation Structure Analysis

  • Pay-for-performance linkage: Cash bonus plan is fully tied to revenue and Adjusted EBITDA (50/50), aligning incentives to growth and profitability; payout was below target in 2024 (58.9%), consistent with constrained TSR and net losses .
  • Equity mix: Use of RSUs plus options for executives promotes retention and long-term alignment; options only pay with stock appreciation, while RSUs maintain value in downturns—reducing short-term risk taking .
  • Governance adjustments: Company removed 280G gross-ups for certain executives and tightened severance/change-in-control frameworks (e.g., CEO revisions in 2024), signaling improved shareholder alignment .

Risk Indicators & Red Flags

  • Say-on-Pay approval was 64.8% in 2024—low support, indicating investor concern on compensation vs performance; the Compensation Committee is evaluating program changes and engaging investors .
  • Activism context: Whetstone Capital submitted (and later withdrew) nominations in 2025 after engagement and Company’s board refresh plans; highlights shareholder scrutiny .
  • Prohibitions mitigate alignment risks: Hedging/pledging banned; strict preclearance and blackout policy reduces insider-trading risk .
  • Clawback breadth: No-fault recovery for restatements strengthens accountability .

Compensation Peer Group (Benchmarking Context)

  • 2024 peer group updated to reflect lower market cap (median valuation ~$225M vs. prior ~$606M), including Health Catalyst, HealthStream, Kaltura, Amwell, Phreesia, etc.; Pearl Meyer advised on pay levels .

Equity Ownership & Upcoming Vesting (Insider Selling Pressure Signals)

  • Upcoming RSU tranches in late 2025/2026 (9/1, 10/3, 12/19, 12/11) and option vest dates starting 12/11/2025 could create periodic selling pressure if 10b5-1 plans are used; hedging/pledging bans reduce forced selling risk .

Investment Implications

  • Incentive alignment is reasonably tight to revenue and Adjusted EBITDA; 2024 sub-target payout and low TSR suggest compensation has partially reflected underperformance, limiting windfall risk .
  • Retention appears supported by multi-year RSU/option vesting beginning in late 2025, and severance protections (0.5x salary; CIC 1.0x) balance retention with shareholder constraints (clawback; no hedging/pledging) .
  • Governance watch items: historically low say-on-pay support and activism highlight ongoing pressure to improve performance and pay design; board is refreshing and engaging, which may catalyze further changes .
  • Near-term trading signals: multiple scheduled vesting dates beginning 9/1/2025 through 12/11/2026 could coincide with planned 10b5-1 sales; monitor filings for plan adoptions and Form 4 activity around those dates .