What changed in this filing

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Item 3. Legal Proceedings

2026-03-12 compared with 2025-03-20 · 60 added, 83 removed, 25 unchanged (85% of the section changed)

Legal Proceedings

to time, we may become involved in legal proceedings or be subject to claims arising in the ordinary course of our business.

are currently not a party to any material legal or administrative proceedings, and we are not aware of any pending or threatened material

legal or administrative proceedings against us.

From time to time, we may become involved in legal proceedings or be subject to claims arising in the ordinary course of our business.

We are currently not a party to any material legal or administrative proceedings, and we are not aware of any pending or threatened material legal or administrative proceedings against us.

Mine Safety Disclosures

1 unchanged sentence

Item 4.1 Information About Our Executive Officers

The following information sets forth the names,

ages, and positions of our executive officers as of March 20, 2025.

Positions and Offices Held

Chief Executive Officer

Marion Odence-Ford

General Legal Officer and Chief Human Resources Officer

Edward Stelmakh

Chief Financial Officer and Chief Operations Officer

Chief Product Officer and Chief Technology Officer

The following information sets forth the names, ages, and positions of our executive officers as of March 12, 2026.

Name Age Positions and Offices Held

Silvestro 48 Chief Executive Officer

Marion Odence-Ford 61 General Legal & Administrative Officer

Edward Stelmakh 60 Chief Financial & Strategy Officer

44 Chief Product & Technology Officer

Theresa Greco

53 Chief Commercial Officer

Set forth below is a brief description of

the background and business experience of each of our current executive officers.

Silvestro was appointed the Chief Executive

Officer in March 2025.

He joined the Company as Chief Commercial Officer in April 2019 and has since served as President from October

2023 until his appointment as interim CEO in January 2025.

Brendan Merrell 41 Chief Operating Officer

Andrew D’Silva

40 Chief Business Officer

Set forth below is a brief description of the background and business experience of each of our current executive officers.

Silvestro was appointed the Chief Executive Officer in March 2025, after having served as Interim Chief Executive Officer commencing in January 2025.

He joined the Company as Chief Commercial Officer in April 2019 and has since served as President from October 2023 until his appointment as interim Chief Executive Officer.

Prior to joining the Company, Mr.

Silvestro was with CCH® Tagetik, a Wolters

Kluwer company that provides corporate performance management software solutions for planning, consolidation and reporting, as its Vice

President and General Manager from January 2018 until April 2019.

Silvestro was with CCH® Tagetik, a Wolters Kluwer company that provides corporate performance management software solutions for planning, consolidation and reporting, as its Vice President and General Manager from January 2018 until April 2019.

From April 2017 to January 2018, Mr.

Silvestro was with Prognos Health,

Inc., a healthcare data and analytics company, as its Chief Commercial Officer and, before that, from September 2007 to April 2017, he

was with Decision Resources Group, a multi-national corporation that provides high value global data solutions, analytics and consulting

services to pharmaceutical, biotech, medical device, healthcare provider and payer, and managed care companies, in various capacities

with him last serving as Executive Vice President, Head of Global Sales.

Silvestro was with Prognos Health, Inc., a healthcare data and analytics company, as its Chief Commercial Officer and, before that, from September 2007 to April 2017, he was with Decision Resources Group, a multi-national corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical, biotech, medical device, healthcare provider and payer, and managed care companies, in various capacities with him last serving as Executive Vice President, Head of Global Sales.

Marion Odence-Ford

Odence-Ford was named the Chief Legal Officer

and Chief Human Resources Officer effective January 1, 2025.

She joined the Company as General Counsel & Chief Compliance Officer

in February 2021.

Odence-Ford was named the Chief Legal & Administrative Officer in August 2025.

She joined the Company as General Counsel & Chief Compliance Officer in February 2021 and was appointed the Chief Legal Officer & Chief Human Resources Officer in January 2025, a position she held until her appointment as Chief Legal & Administrative Officer.

From April 2013 to June 2020, Ms.

Odence-Ford was Vice President & Deputy General Counsel at Decision Resources

Group, a multi-national corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical,

biotech, medical device, healthcare provider and payer, and managed care companies.

Odence-Ford was Vice President & Deputy General Counsel at Decision Resources Group, a multi-national corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical, biotech, medical device, healthcare provider and payer, and managed care companies.

From November 2004 to November 2012, Ms.

was Vice President & Associate General Counsel at CRA International, Inc.

(dba Charles River Associates), a global consulting firm

that offers economic, financial, and strategic expertise to major law firms, corporations, accounting firms, and governments around the

Odence-Ford was Vice President & Associate General Counsel at CRA International, Inc.

(d/b/a Charles River Associates), a global consulting firm that offers economic, financial, and strategic expertise to major law firms, corporations, accounting firms, and governments around the world.

From May 2004 to November 2004, Ms.

Odence-Ford was a member of the GTC Law Group, LLP, a law firm specializing in the business

affairs of companies in the high tech and biotech industries.

Odence-Ford was a member of the GTC Law Group, LLP, a law firm specializing in the business affairs of companies in the high tech and biotech industries.

Prior to joining the GTC Law Group, Ms.

Odence-Ford worked on the legal

teams of Bank of America Corporation/Fleet Boston Financial Corporation from November 2002 to May 2004, and Akamai Technologies, Inc.

Odence-Ford worked on the legal teams of Bank of America Corporation/Fleet Boston Financial Corporation from November 2002 to May 2004, and Akamai Technologies, Inc.

from October 1999 to November 2002.

Odence-Ford began her legal career in private practice at Mintz, Levin, Cohn, Ferris, Glovsky

and Popeo, PC, where she advised public and private companies on corporate matters.

Odence-Ford began her legal career in private practice at Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, PC, where she advised public and private companies on corporate matters.

Edward Stelmakh

Stelmakh joined the Company as Chief Financial

Officer and Chief Operating Officer in October 2021.

Stelmakh was named the Chief Financial & Strategy Officer in August 2025.

He joined the Company as Chief Financial Officer & Chief Operations Officer in October 2021, a position he held until his appointment as Chief Financial & Strategy Officer.

Prior to joining the Company, Mr.

Stelmakh served as Senior Vice President, Chief

Financial Officer and Chief Operating Officer of Otsuka America Pharmaceuticals Inc.

(“Otsuka”), a US division of a Japanese

global healthcare enterprise, since April 2020.

Previously, he held various positions at Otsuka including Senior Vice President and Chief

Financial Officer (December 2017 – March 2020) and Vice President and Chief Financial Officer (December 2015 – November 2017).

Stelmakh served as Senior VP, Chief Financial Officer and Chief Operating Officer of Otsuka America Pharmaceuticals Inc.

(“Otsuka”), a US division of a Japanese global healthcare enterprise, since April 2020.

Previously, he held various positions at Otsuka including Senior Vice President and Chief Financial Officer (December 2017 – March 2020) and Vice President and Chief Financial Officer (December 2015 – November 2017).

From March 2010 to December 2015, Mr.

Stelmakh worked at Covance, a division of LabCorp, Inc., as Vice President, Finance, Clinical Development

and Commercialization Services.

Stelmakh worked at Covance, a division of LabCorp, Inc., as Vice President, Finance, Clinical Development and Commercialization Services.

Prior thereto, Mr.

Stelmakh held a variety of positions of increasing responsibilities at Johnson &

Johnson, Sanofi-Aventis, Organon/Schering-Plough and Mylan.

Besch was named the Chief Product Officer

and Chief Technology Officer effective January 1, 2025.

He joined the Company in May 2021 as SVP Product Strategy & Innovation and

became the Company’s Chief Product Officer in October 2022.

Stelmakh held a variety of positions of increasing responsibilities at Johnson & Johnson, Sanofi-Aventis, Organon/Schering-Plough and Mylan.

Besch was named the Chief Product & Technology Officer in January 2025.

He joined the Company in May 2021 as Senior VP Product Strategy & Innovation and became the Company’s Chief Product Officer in October 2022.

Prior to joining the Company, from January 2018 to May 2021, Dr.

the Vice President over Payor and Market Access Solutions for Clarivate (previously Decision Resources Group (DRG)), a multi-national

corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical, biotech, medical device,

healthcare provider and payer, and managed care companies.

Besch was the Vice President over Payor and Market Access Solutions for Clarivate (previously Decision Resources Group (“DRG”)), a multi-national corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical, biotech, medical device, healthcare provider and payer, and managed care companies.

Prior to Clarivate, from January 2012 to June 2017, Dr.

Besch was a co-founder

and the Chief Product Officer for Rx Savings Solution, a company which helps members and payers

reduce prescription drug costs through a combination of clinical technology, transparency, member engagement and concierge support .

Besch holds a PharmD and MBA from Creighton University and practiced as a pharmacist for the Walgreens Boots Alliance corporation

from 2007 through 2013.

Besch was a co-founder and the Chief Product Officer for Rx Savings Solutions, a company which helps members and payers reduce prescription drug costs through a combination of clinical technology, transparency, member engagement and concierge

Prior to RxSavings Solutions, Dr.

Besch practiced as a pharmacist for the Walgreens Boots Alliance corporation from 2007 through 2013.

Theresa Greco

Greco joined the Company in October 2023 as

the Company’s Chief Commercial Officer with the Company’s acquisition of Healthy Offers, Inc.

(“Medicx Health”),

Greco served as its President since August 2022.

Greco joined the Company in October 2023 as the Company’s Chief Commercial Officer with the Company’s acquisition of Healthy Offers, Inc.

(“Medicx Health”), where Ms.

Greco served as its President from August 2022 through October 2023.

Prior to joining Medicx Health, Ms.

Greco was at Prognos Health, Inc., a healthcare

data and analytics company, from August 2018 to January 2022 as its Chief Commercial Officer where she led all aspects of product strategy,

marketing, sales, and customer delivery.

Greco was at Prognos Health, Inc., a healthcare data and analytics company, from August 2018 to January 2022 as its Chief Commercial Officer where she led all aspects of product strategy, marketing, sales, and customer delivery.

Prior to Prognos, Ms.

Greco held the Chief Commercial Officer position at MediSpend, a global

technology company focused on life sciences compliance solutions.

Greco held the Chief Commercial Officer position at MediSpend, a global technology company focused on life sciences compliance solutions.

From August 2010 through August 2017, Ms.

Greco was with LexisNexis

Healthcare through their acquisition of Health Market Science, where she held a variety of progressive executive positions including in

Customer Success, Product Strategy, Commercial Strategy, and Sales that contributed to revenue growth and profitability that yielded a

successful exit.

Greco led the Life Sciences consulting group providing consultation and technology solutions to life sciences companies

for master data management at Computer Sciences Corporation from April 2008 to August 2010.

Greco was with LexisNexis Healthcare through their acquisition of Health Market Science, where she held a variety of progressive executive positions including in Customer Success, Product Strategy, Commercial Strategy, and Sales that contributed to revenue growth and profitability that yielded a successful exit.

Greco led the Life Sciences consulting group providing consultation and technology solutions to life sciences companies for master data management at Computer Sciences Corporation from April 2008 to August 2010.

Prior to 2008, Ms.

Greco held various positions

at IQVIA and Pfizer.

Greco held various positions at IQVIA and Pfizer.

Brendan Merrell

Merrell was named the Chief Operating Officer in August 2025.

He joined the Company in February 2020 and has held various progressive senior management positions within commercial operations, including most recently serving as the Company's Senior VP, Client Strategy and Program Management from October 2023 through August 2025, Senior VP, Client Strategy from October 2021 through October 2023 and Senior VP, Patient Engagement from February 2020 through October 2021.

Prior to joining the Company, from July 2011 through February 2020, Mr.

Merrell was at Decision Resources Group, a multi-national corporation that provides high value global data solutions, analytics and consulting services to pharmaceutical, biotech, medical device, healthcare provider and payer, and managed care companies, in various capacities with him last serving as Head of Commercial Excellence.

Andrew D’Silva

D’Silva was appointed Chief Business Officer in August 2025.

He joined the Company in September 2021 as Senior VP, Corporate Finance, overseeing financial planning and analysis and investor relations, a position he held until his appointment as Chief Business Officer.

Since joining the Company, Mr.

D’Silva has supported the Company’s merger and acquisition and other strategic activities in collaboration with senior leadership.

Prior to joining the Company, from August 2016 through August 2021, Mr.

D’Silva was a Senior Healthcare Research Analyst at B.

Riley Securities, a full service, middle market investment bank and, from September 2012 through August 2016, he served as a Managing Director on the equity research team of Merriman Capital, Inc,, an investment banking firm.

D’Silva began his career in the construction industry as a Project Manager, working closely with real estate development companies.

Management’s Discussion and Analysis of Financial Condition and Results of Operations

Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.

What changed 10-K

Item 3. Legal Proceedings