Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Director | May 18, 2021 | May 21, 2021 |
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 May 18, 2021 · Filed May 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $19.50 · Expires 2031-05-18 | Direct | 25,000 |
Reported balance
After 2021-05-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-18 · Grant · Acquired 25,000 · Balance 25,000 F1: 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 18, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 18, 2021.
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 |
|---|---|---|---|---|---|---|
| May 18, 2021 Filed May 21, 2021 01:39 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000116 · primary_doc.xml · derivative · entry 1 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2031-05-18 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 monthly installments beginning June 18, 2021. Read SEC document |
| May 14, 2021 Filed May 18, 2021 23:01 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-21-000109 · primary_doc.xml · derivative · entry 4 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2023-08-23 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 14, 2021 Filed May 18, 2021 23:01 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-21-000109 · primary_doc.xml · derivative · entry 3 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2022-09-07 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 14, 2021 Filed May 18, 2021 23:01 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | $3.18 | $79,500.00 |
DisclosureSEC source: 0001014108-21-000109 · primary_doc.xml · nonDerivative · entry 2 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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. Read SEC document |
| May 14, 2021 Filed May 18, 2021 23:01 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | $1.98 | $49,500.00 |
DisclosureSEC source: 0001014108-21-000109 · primary_doc.xml · nonDerivative · entry 1 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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. Read SEC document |
| May 20, 2020 Filed May 22, 2020 23:57 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001014108-20-000074 · primary_doc.xml · derivative · entry 1 Montgomery Darrell B · CIK 0001639250 · 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 |
| May 15, 2019 Filed May 17, 2019 14:13 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001437749-19-010313 · rdgdoc.xml · derivative · entry 1 Montgomery Darrell B · CIK 0001639250 · 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 21:02 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-18-000191 · primary_doc.xml · derivative · entry 1 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-08-23 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 monthly installments beginning on September 23, 2018. Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 23:51 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-17-000157 · primary_doc.xml · derivative · entry 1 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2022-09-07 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 monthly installments beginning October 7, 2017. Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 21:49 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 13,000 | $1.90 | $24,700.00 |
DisclosureSEC source: 0001014108-17-000134 · primary_doc.xml · nonDerivative · entry 2 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Read SEC document |
| August 14, 2017 Filed Aug 16, 2017 21:49 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 12,000 | $1.85 | $22,200.00 |
DisclosureSEC source: 0001014108-17-000134 · primary_doc.xml · nonDerivative · entry 1 Montgomery Darrell B · CIK 0001639250 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 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.