Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Chief Financial Officer | May 15, 2019 | May 17, 2019 |
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 15, 2019 · Filed May 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.70 · Expires 2029-05-15 | Direct | 25,000 |
Reported balance
After 2019-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 25,000 · Balance 25,000 F1: Stock option vests 33% per year on anniversary date starting May 15, 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock option vests 33% per year on anniversary date starting May 15, 2020.
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 15, 2019 Filed May 17, 2019 14:25 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001437749-19-010366 · rdgdoc.xml · derivative · entry 1 Schulte Gregory · CIK 0001740199 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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 |
| August 23, 2018 Filed Aug 27, 2018 17:41 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-18-000196 · primary_doc.xml · derivative · entry 1 Schulte Gregory · CIK 0001740199 · Chief Financial Officer 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 |
| May 07, 2018 Filed May 9, 2018 17:56 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $2.55 | $0.00 |
DisclosureSEC source: 0001014108-18-000119 · primary_doc.xml · derivative · entry 1 Schulte Gregory · CIK 0001740199 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2023-05-07 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 125,000 shares of InfuSystem Holdings, Inc. common stock, will vest over a four-year period, with 1/48th vesting on each monthly anniversary of the grant date, provided Mr. Schulte remains employed by the Company through such vesting dates. 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.