Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Director | June 16, 2023 | June 21, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
InfuSystem Holdings, Inc
Report date June 16, 2023 · Filed June 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 346 |
Ending reported balance
After 2023-06-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-06-16 · Exercise / conversion · Acquired 25,000 · Balance 25,346 Row 2 · 2023-06-16 · Sale · Disposed 25,000 · Balance 346 F1: The price reported in Column 4 is a weighted average price. These shares reported herein were sold in multiple transactions. The reporting person undertakes to provide to the Issuer, and security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.58 · Expires 2032-05-17 | Direct | 0 |
Reported balance
After 2023-06-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-06-16 · Exercise / conversion · Disposed 25,000 · Balance 0 F2: The option, representing the right to purchase 25,000 shares of InfuSystem Holdings, Inc. common stock, vested on the date of the 2023 annual shareholder meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares reported herein were sold in multiple transactions. The reporting person undertakes to provide to the Issuer, and security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price.
F2: The option, representing the right to purchase 25,000 shares of InfuSystem Holdings, Inc. common stock, vested on the date of the 2023 annual shareholder meeting.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 22, 2021 Filed Mar 25, 2021 01:14 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 21,179 | $2.39 | $50,617.81 |
DisclosureSEC source: 0001014108-21-000085 · primary_doc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,525 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2020 Filed Aug 4, 2020 20:50 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 5,600 | $11.98 | $67,088.00 |
DisclosureSEC source: 0001014108-20-000095 · primary_doc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 346 Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 20:56 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 43,083 | $10.66 | $459,264.78 |
DisclosureSEC source: 0001014108-20-000081 · primary_doc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,946 Read SEC document |
| May 20, 2020 Filed May 22, 2020 23:41 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001014108-20-000072 · primary_doc.xml · derivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-05-20 F1 · derivative.exercise_price: The stock option was issued with an exercise price equal to the Fair Value as defined by the 2014 Equity Plan, which is computed as the average closing price of the Company's common stock reported on the NYSE American LLC for the five (5) most recent trading days prior to the date of grant. F2 · derivative.exercise_date: The option, representing the right to purchase a total of 25,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning June 20, 2020. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:09 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $3.42 | $0.00 |
DisclosureSEC source: 0001014108-20-000050 · primary_doc.xml · derivative · entry 3 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,000 shares Expires 2020-05-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:09 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 16,917 | $12.13 | $205,203.21 |
DisclosureSEC source: 0001014108-20-000050 · primary_doc.xml · nonDerivative · entry 2 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,029 Read SEC document |
| April 27, 2020 Filed Apr 29, 2020 19:09 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 60,000 | $3.42 | $205,200.00 |
DisclosureSEC source: 0001014108-20-000050 · primary_doc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,946 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2019 Filed May 16, 2019 15:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001437749-19-010182 · rdgdoc.xml · derivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2024-05-15 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 25,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve equal monthly installments beginning on June 15, 2019. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 20:53 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-18-000189 · primary_doc.xml · derivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2023-08-23 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 35,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning on September 23, 2018. Read SEC document |
| July 03, 2018 Filed Jul 6, 2018 20:41 UTC | InfuSystem Holdings, Inc infu · Entity 6163 | PurchaseCommon Stock | 5,946 | $3.50 | $20,811.00 |
DisclosureSEC source: 0001014108-18-000164 · primary_doc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,946 Read SEC document |
| June 28, 2018 Filed Feb 19, 2019 20:19 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Disposition to issuerCommon Stock | 20,000 | $3.48 | $69,600.00 |
DisclosureSEC source: 0001437749-19-002849 · rdgdoc.xml · nonDerivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,946 F1 · shares: The shares were sold by a broker without reporting person's knowledge Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 23:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-17-000153 · primary_doc.xml · derivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2022-09-07 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 60,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning October 7, 2017. Read SEC document |
| January 18, 2017 Filed Jan 27, 2017 21:04 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001014108-17-000011 · primary_doc.xml · derivative · entry 1 Lehman Gregg Owen · CIK 0001376620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2027-01-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 60,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning February 18, 2017. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.