Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | EVP-Chief HR Officer | October 09, 2026 | October 13, 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 October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,811 |
Reported balance
After 2026-10-09 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2026-10-09 · Exercise / conversion · Acquired 7,157 · Balance 36,811 |
| Common StockSEC Table I · non-derivative | Direct | 34,710 |
Reported balance
After 2026-10-09 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2026-10-09 · Tax withholding · Disposed 2,101 · Balance 34,710 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 October 9, 2026 |
| Common StockSEC Table I · non-derivative | Direct | 29,654 |
Reported balance
Holding disclosure · report date 2026-10-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 29,654 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-10-09 | Direct | 0 |
Reported balance
After 2026-10-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-09 · Exercise / conversion · Disposed 7,157 · Balance 0 F2: Restricted stock units convert into common stock on a one-for-one basis. F3: These restricted stock units fully vested on October 9, 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 October 9, 2026
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: These restricted stock units fully vested on October 9, 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 |
|---|---|---|---|---|---|---|
| October 09, 2026 Filed Oct 13, 2026 23:43 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 7,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065786 · wk-form4_1791934994.xml · derivative · entry 4 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,157 shares Expires 2026-10-09 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_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units fully vested on October 9, 2026. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 23:43 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 2,101 | $13.56 | $28,489.56 |
DisclosureSEC source: 0001628280-26-065786 · wk-form4_1791934994.xml · nonDerivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,710 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 October 9, 2026 Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 23:43 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 7,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-065786 · wk-form4_1791934994.xml · nonDerivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,811 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, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 6,462 | $8.77 | $56,671.74 |
DisclosureSEC source: 0001628280-26-036710 · wk-form4_1779241725.xml · nonDerivative · entry 5 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,654 F3 · 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 17, 2026 Read SEC document |
| May 17, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 14,570 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036710 · wk-form4_1779241725.xml · nonDerivative · entry 4 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,116 F2 · shares: On May 17, 2026, 14,570 performance-based restricted stock units, granted on May 17, 2024, vested Read SEC document |
| May 16, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 5,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036710 · wk-form4_1779241725.xml · derivative · entry 6 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,363 Underlying: Common Stock · 5,183 shares Expires 2028-05-16 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. 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 vested on May 16, 2026. F6 · balance_after: These restricted stock units vest in two equal annual installments beginning on May 16, 2027. Read SEC document |
| May 16, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 2,299 | $8.77 | $20,162.23 |
DisclosureSEC source: 0001628280-26-036710 · wk-form4_1779241725.xml · nonDerivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,546 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 16, 2026 Read SEC document |
| May 16, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 5,183 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036710 · wk-form4_1779241725.xml · nonDerivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,845 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 12, 2026 Filed May 14, 2026 22:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 11,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-035256 · wk-form4_1778797735.xml · derivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,478 Underlying: Common Stock · 11,478 shares Expires 2029-05-12 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 vest in three equal annual installments beginning on May 12, 2027. Read SEC document |
| May 12, 2026 Filed May 14, 2026 22:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 23,913 | $0.00 Strike: $8.37 | $0.00 |
DisclosureSEC source: 0001628280-26-035256 · wk-form4_1778797735.xml · derivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,913 Underlying: Common Stock · 23,913 shares Expires 2036-05-12 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 23,913 shares of InfuSystem Holdings, Inc. common stock, vests in four equal annual installments beginning May 12, 2027. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 22:37 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-045029 · wk-form4_1760481476.xml · derivative · entry 4 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2025-10-09 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_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest in two equal annual installments beginning on October 9, 2024. Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 22:37 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 3,669 | $9.61 | $35,259.09 |
DisclosureSEC source: 0001628280-25-045029 · wk-form4_1760481476.xml · nonDerivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,662 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 October 9, 2025 Read SEC document |
| October 09, 2025 Filed Oct 14, 2025 22:37 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-045029 · wk-form4_1760481476.xml · nonDerivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,331 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 16, 2025 Filed May 20, 2025 22:55 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 36,926 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026957 · wk-form4_1747781712.xml · derivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,926 Underlying: Common Stock · 36,926 shares Expires 2035-05-16 F3 · derivative.exercise_date: The option, representing the right to purchase a total of 36,926 shares of InfuSystem Holdings, Inc. common stock, vests in four equal annual installments beginning May 16, 2026. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:55 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 15,546 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026957 · wk-form4_1747781712.xml · derivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,546 Underlying: Common Stock · 15,546 shares Expires 2028-05-16 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 vest in three equal annual installments beginning on May 16, 2026. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 23:35 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042756 · wk-form4_1728689738.xml · derivative · entry 4 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2025-10-09 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_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These restricted stock units vest in two equal annual installments beginning on October 9, 2024. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 23:35 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 3,669 | $6.77 | $24,839.13 |
DisclosureSEC source: 0001628280-24-042756 · wk-form4_1728689738.xml · nonDerivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,831 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 October 9, 2024 Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 23:35 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-042756 · wk-form4_1728689738.xml · nonDerivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,500 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, 2024 Filed May 21, 2024 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 1,000 | $6.39 | $6,387.50 |
DisclosureSEC source: 0001628280-24-024598 · wk-form4_1716329826.xml · nonDerivative · entry 1 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 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 17, 2024 Filed May 21, 2024 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 64,010 | $0.00 Strike: $6.34 | $0.00 |
DisclosureSEC source: 0001628280-24-024598 · wk-form4_1716329826.xml · derivative · entry 3 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,010 Underlying: Common Stock · 64,010 shares Expires 2034-05-17 F3 · derivative.exercise_date: The option, representing the right to purchase a total of 64,010 shares of InfuSystem Holdings, Inc. common stock, vests in four equal annual installments beginning May 17, 2025. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 14,146 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024598 · wk-form4_1716329826.xml · derivative · entry 2 Funke Jerod · CIK 0001998115 · EVP-Chief HR Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,146 Underlying: Common Stock · 14,146 shares Expires 2027-05-17 F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. 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.