Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | VP and Controller | September 06, 2022 | September 08, 2022 |
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 September 06, 2022 · Filed September 08, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,341 |
Ending reported balance
After 2022-09-06 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-09-06 · Exercise / conversion · Acquired 5,000 · Balance 6,983 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Row 2 · 2022-09-06 · Sale · Disposed 2,642 · Balance 4,341 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.98 · Expires 2022-09-06 | Direct | 0 |
Reported balance
After 2022-09-06 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-09-06 · Exercise / conversion · Disposed 5,000 · Balance 0 F2: Stock option vests 33% per year on anniversary date starting September 7, 2018 |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person.
F2: Stock option vests 33% per year on anniversary date starting September 7, 2018
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 |
|---|---|---|---|---|---|---|
| September 06, 2022 Filed Sep 8, 2022 23:41 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001628280-22-024630 · wf-form4_166268046048413.xml · derivative · entry 3 Whitman Kevin · CIK 0001768114 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2022-09-06 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. F2 · derivative.exercise_date: Stock option vests 33% per year on anniversary date starting September 7, 2018 Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 23:41 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 2,642 | $7.65 | $20,211.30 |
DisclosureSEC source: 0001628280-22-024630 · wf-form4_166268046048413.xml · nonDerivative · entry 2 Whitman Kevin · CIK 0001768114 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,341 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| September 06, 2022 Filed Sep 8, 2022 23:41 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 5,000 | $1.98 | $9,900.00 |
DisclosureSEC source: 0001628280-22-024630 · wf-form4_166268046048413.xml · nonDerivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,983 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. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-22-000065 · primary_doc.xml · derivative · entry 4 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,250 Underlying: Common Stock · 2,250 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units will fully vest on February 18, 2025. F4 · derivative.expiration_date: These restricted stock units will fully vest on February 18, 2025. Read SEC document |
| February 18, 2022 Filed Feb 23, 2022 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 750 | $0.00 Strike: $10.77 | $0.00 |
DisclosureSEC source: 0001014108-22-000065 · primary_doc.xml · derivative · entry 3 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Underlying: Common Stock · 750 shares Expires 2032-02-18 F3 · derivative.exercise_date: The stock option vests 33% per year on the anniversary date of the grant beginning February 18, 2023. Read SEC document |
| January 24, 2022 Filed Feb 23, 2022 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-22-000065 · primary_doc.xml · derivative · entry 2 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,648 Underlying: Common Stock · 2,648 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units will fully vest on January 24, 2023. F2 · derivative.expiration_date: These restricted stock units will fully vest on January 24, 2023. Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 02:15 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $18.44 | $0.00 |
DisclosureSEC source: 0001014108-21-000031 · primary_doc.xml · derivative · entry 2 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2031-02-09 F3 · derivative.exercise_date: The stock option vests 33% per year on the anniversary date of the grant beginning February 9, 2022. Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 02:15 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000031 · primary_doc.xml · derivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units will fully vest on February 9, 2024. F2 · derivative.expiration_date: These restricted stock units will fully vest on February 9, 2024. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 20:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000003 · primary_doc.xml · derivative · entry 3 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2020-12-31 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. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 20:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 1,017 | $18.78 | $19,099.26 |
DisclosureSEC source: 0001014108-21-000003 · primary_doc.xml · nonDerivative · entry 2 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,983 F2 · kind: Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of the common stock issued on December 31, 2020. Read SEC document |
| December 31, 2020 Filed Jan 7, 2021 20:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000003 · primary_doc.xml · nonDerivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 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. F1 · kind: Vesting of restricted stock award granted on February 6, 2020. Read SEC document |
| May 20, 2020 Filed May 22, 2020 23:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000070 · primary_doc.xml · derivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units will fully vest on May 20, 2023. F2 · derivative.expiration_date: These restricted stock units will fully vest on May 20, 2023. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 23:23 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000015 · primary_doc.xml · derivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Corporate Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires not disclosed F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units will fully vest on December 31, 2020. F2 · derivative.expiration_date: These restricted stock units will fully vest on December 31, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 15:38 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001437749-19-010341 · rdgdoc.xml · derivative · entry 1 Whitman Kevin · CIK 0001768114 · VP and Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-05-15 F1 · derivative.exercise_date: Stock option vests 33% per year on anniversary date starting May 15, 2020. 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.