Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Director · President and CEO | May 16, 2026 | May 20, 2026 |
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 16, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 248,541 |
Reported balance
After 2026-05-16 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-05-16 · Exercise / conversion · Acquired 10,418 · Balance 248,541 |
| Common StockSEC Table I · non-derivative | Direct | 244,441 |
Reported balance
After 2026-05-16 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-05-16 · Tax withholding · Disposed 4,100 · Balance 244,441 F1: 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 May 16, 2026 |
| Common StockSEC Table I · non-derivative | Direct | 266,296 |
Reported balance
After 2026-05-17 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · 2026-05-17 · Grant · Acquired 21,855 · Balance 266,296 F2: On May 17, 2026, 21,855 performance-based restricted stock units, granted on May 17, 2024, vested |
| Common StockSEC Table I · non-derivative | Direct | 260,974 |
Reported balance
After 2026-05-17 transaction · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · 2026-05-17 · Tax withholding · Disposed 5,322 · Balance 260,974 F3: 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 May 17, 2026 |
| Common StockSEC Table I · non-derivative | Direct | 269,906 |
Reported balance
After 2026-05-18 transaction · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · 2026-05-18 · Exercise / conversion · Acquired 8,932 · Balance 269,906 |
| Common StockSEC Table I · non-derivative | Direct | 266,391 |
Reported balance
After 2026-05-18 transaction · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · 2026-05-18 · Tax withholding · Disposed 3,515 · Balance 266,391 F4: 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 May 18, 2026 |
| Common StockSEC Table I · non-derivative | Direct | 238,123 |
Reported balance
Holding disclosure · report date 2026-05-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 238,123 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-05-16 | Direct | 20,832 |
Reported balance
After 2026-05-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-16 · Exercise / conversion · Disposed 10,418 · Balance 20,832 F5: Restricted stock units convert into common stock on a one-for-one basis. F6: These restricted stock units vest in two equal annual installments beginning on May 17, 2027. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-05-18 | Direct | 0 |
Reported balance
After 2026-05-18 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-05-18 · Exercise / conversion · Disposed 8,932 · Balance 0 F5: Restricted stock units convert into common stock on a one-for-one basis. F7: These restricted stock units cliff vested on May 18, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 May 16, 2026
F2: On May 17, 2026, 21,855 performance-based restricted stock units, granted on May 17, 2024, vested
F3: 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 May 17, 2026
F4: 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 May 18, 2026
F5: Restricted stock units convert into common stock on a one-for-one basis.
F6: These restricted stock units vest in two equal annual installments beginning on May 17, 2027.
F7: These restricted stock units cliff vested on May 18, 2026.
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, 2022 Filed May 20, 2022 22:16 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 9,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015081 · wf-form4_165308495006894.xml · nonDerivative · entry 3 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,966 F2 · shares: On May 18, 2022, 9,744 performance-based restricted stock units, granted on May 18, 2021, vested Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:16 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 1,111 | $8.45 | $9,387.95 |
DisclosureSEC source: 0001628280-22-015081 · wf-form4_165308495006894.xml · nonDerivative · entry 2 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,222 F1 · 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 May 18, 2022 Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:16 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015081 · wf-form4_165308495006894.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,333 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 17, 2022 Filed May 17, 2022 21:11 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 17,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014660 · wf-form4_165282182948302.xml · derivative · entry 3 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,727 Underlying: Common Stock · 17,727 shares Expires not disclosed F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units will cliff vest on May 17, 2025. F5 · derivative.expiration_date: These restricted stock units will cliff vest on May 17, 2025. Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:11 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,993 | $0.00 Strike: $8.58 | $0.00 |
DisclosureSEC source: 0001628280-22-014660 · wf-form4_165282182948302.xml · derivative · entry 2 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,993 Underlying: Common Stock · 25,993 shares Expires 2032-05-17 F2 · derivative.exercise_price: The stock option was issued with an exercise price equal to the Fair Value as defined by the 2021 Equity Plan, which is computed as the closing price of the Company's common stock reported on the NYSE American LLC on the date of grant. F3 · derivative.exercise_date: The option, representing the right to purchase a total of 25,993 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 17, 2023. Read SEC document |
| November 01, 2021 Filed Nov 5, 2021 21:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000187 · primary_doc.xml · derivative · entry 2 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires not disclosed 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 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units cliff vested on November 1, 2021. F2 · derivative.expiration_date: These restricted stock units cliff vested on November 1, 2021. Read SEC document |
| November 01, 2021 Filed Nov 5, 2021 21:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000187 · primary_doc.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,654 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 18, 2021 Filed May 21, 2021 15:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000118 · primary_doc.xml · derivative · entry 5 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2031-05-18 F5 · derivative.exercise_date: The option, representing the right to purchase a total of 50,000 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 18, 2022. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000118 · primary_doc.xml · derivative · entry 4 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,821 Underlying: Common Stock · 2,821 shares Expires not disclosed F2 · 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 cliff vest on May 18, 2022. F4 · derivative.expiration_date: These restricted stock units will cliff vest on May 18, 2022. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 8,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000118 · primary_doc.xml · derivative · entry 3 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,077 Underlying: Common Stock · 8,077 shares Expires not disclosed F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units will cliff vest on May 18, 2024. F3 · derivative.expiration_date: These restricted stock units will cliff vest on May 18, 2024. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 11,843 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000118 · primary_doc.xml · derivative · entry 2 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,843 Underlying: Common Stock · 11,843 shares Expires 2031-05-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 11,843 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 18, 2022. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000118 · primary_doc.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Director · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,261 Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000062 · primary_doc.xml · derivative · entry 1 Lachance Carrie · CIK 0001790024 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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 cliff vest on March 1, 2024. F2 · derivative.expiration_date: These restricted stock units will cliff vest on March 1, 2024. Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 01:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 4,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000028 · primary_doc.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,956 F1 · kind: The reported shares were issued as part of the issuer's Short Term Incentive ("STI") plan relating to the issuer's 2020 performance. The issuer's board of directors decided that a portion of the award determined payable to the issuer's executive team would be payable in the form of fully-vested shares of the issuer's common stock. Such shares are issued under the issuer's 2014 Equity Plan. F2 · balance_after: This total includes an additional 1,146 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| September 22, 2020 Filed Sep 23, 2020 19:36 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,000 | $13.20 | $26,400.00 |
DisclosureSEC source: 0001014108-20-000112 · primary_doc.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,793 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased 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 purchased at each separate price. Read SEC document |
| May 20, 2020 Filed May 22, 2020 22:39 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001014108-20-000066 · primary_doc.xml · derivative · entry 2 Lachance Carrie · CIK 0001790024 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 20,000 shares Expires 2030-05-20 F2 · 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. F3 · derivative.exercise_date: The stock option vests 33% per year on the anniversary date of the grant beginning May 20, 2021. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 22:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 5,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000012 · primary_doc.xml · nonDerivative · entry 1 Lachance Carrie · CIK 0001790024 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,286 F1 · kind: The reported shares were issued as part of the issuer's Short Term Incentive ("STI") plan relating to the issuer's 2019 performance. The issuer's board of directors decided that a portion of the award determined payable to the issuer's executive team would be payable in the form of fully-vested shares of the issuer's common stock. Such shares are issued under the issuer's 2014 Equity Plan. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000166 · primary_doc.xml · derivative · entry 1 Lachance Carrie · CIK 0001790024 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 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 cliff vest on November 1, 2021. F2 · derivative.expiration_date: These restricted stock units will cliff vest on November 1, 2021. 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.