Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Gentherm IncTHRM · Entity 4845 | CFO/VP Finance/Treasurer | December 18, 2018 | December 21, 2018 |
| Horizon Global CorpHZN · Entity 117083 | Chief Financial Officer | March 19, 2018 | March 21, 2019 |
| InfuSystem Holdings, IncINFU · Entity 6163 | Executive VP and CFO | 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.
Gentherm Inc
Report date December 18, 2018 · Filed December 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 54,848 |
Ending reported balance
After 2018-12-19 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-12-18 · Sale · Disposed 2,200 · Balance 58,848 Row 2 · 2018-12-19 · Sale · Disposed 4,000 · Balance 54,848 F1: This price represents the weighted average price of multiple transactions reported on this line. The shares were sold at prices ranging from $41.5374 to $41.75 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price. |
Filing footnotes · ownership attribution and instrument terms
F1: This price represents the weighted average price of multiple transactions reported on this line. The shares were sold at prices ranging from $41.5374 to $41.75 per share. Upon request by the SEC staff, the issuer or any security holder of the issuer, the reporting person will provide full information regarding the number of shares sold at each separate price.
Horizon Global Corp
Report date March 19, 2018 · Filed March 21, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,000 |
Reported balance
After 2018-03-19 transaction · row 1
1 source rowRow 1 · 2018-03-19 · Grant · Acquired 50,000 · Balance 50,000 |
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 | 104,101 |
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 7,511 · Balance 104,101 |
| Common StockSEC Table I · non-derivative | Direct | 100,826 |
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 3,275 · Balance 100,826 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 | 122,149 |
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 21,323 · Balance 122,149 F2: On May 17, 2026, 21,323 performance-based restricted stock units, granted on May 17, 2024, vested |
| Common StockSEC Table I · non-derivative | Direct | 112,852 |
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 9,297 · Balance 112,852 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 | 121,567 |
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 8,715 · Balance 121,567 |
| Common StockSEC Table I · non-derivative | Direct | 117,767 |
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 3,800 · Balance 117,767 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 | 96,590 |
Reported balance
Holding disclosure · report date 2026-05-16 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 96,590 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2028-05-16 | Direct | 15,020 |
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 7,511 · Balance 15,020 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 16, 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 8,715 · 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, 21,323 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 16, 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, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 8,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · derivative · entry 9 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,715 shares Expires 2026-05-18 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. F5 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F7 · derivative.exercise_date: These restricted stock units cliff vested on May 18, 2026. Read SEC document |
| May 18, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 3,800 | $8.90 | $33,820.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 7 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 117,767 F4 · 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, 2026 Read SEC document |
| May 18, 2026 Filed May 20, 2026 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 8,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 6 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,567 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 | 9,297 | $8.77 | $81,534.69 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 5 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,852 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 | 21,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,149 F2 · shares: On May 17, 2026, 21,323 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 | 7,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · derivative · entry 8 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,020 Underlying: Common Stock · 7,511 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. F5 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. 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 | 3,275 | $8.77 | $28,721.75 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,826 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 | 7,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-036711 · wk-form4_1779241730.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,101 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 22:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 17,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-035258 · wk-form4_1778797746.xml · derivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,121 Underlying: Common Stock · 17,121 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 22:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,668 | $0.00 Strike: $8.37 | $0.00 |
DisclosureSEC source: 0001628280-26-035258 · wk-form4_1778797746.xml · derivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,668 Underlying: Common Stock · 35,668 shares Expires 2036-05-12 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 35,668 shares of InfuSystem Holdings, Inc. common stock, vests in four equal annual installments beginning May 12, 2027. Read SEC document |
| May 08, 2026 Filed May 12, 2026 13:27 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 7,000 | $8.71 | $60,949.00 |
DisclosureSEC source: 0001628280-26-033907 · wk-form4_1778592466.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,590 F2 · 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 |
| March 02, 2026 Filed Mar 2, 2026 23:53 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,064 | $9.16 | $18,906.24 |
DisclosureSEC source: 0001628280-26-013466 · wk-form4_1772495636.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,000 F2 · 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, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 13,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026949 · wk-form4_1747781636.xml · derivative · entry 6 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,636 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. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: These restricted stock units cliff vested on May 17, 2025. F5 · derivative.expiration_date: These restricted stock units cliff vested on May 17, 2025. Read SEC document |
| May 17, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 5,946 | $6.15 | $36,567.90 |
DisclosureSEC source: 0001628280-25-026949 · wk-form4_1747781636.xml · nonDerivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,577 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 17, 2025 Read SEC document |
| May 17, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 13,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026949 · wk-form4_1747781636.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,523 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 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 22,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026949 · wk-form4_1747781636.xml · derivative · entry 5 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,531 Underlying: Common Stock · 22,531 shares Expires 2028-05-16 F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units vest in three equal annual installments beginning on May 16, 2026. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 53,518 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026949 · wk-form4_1747781636.xml · derivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,518 Underlying: Common Stock · 53,518 shares Expires 2035-05-16 F2 · derivative.exercise_date: The option, representing the right to purchase a total of 53,518 shares of InfuSystem Holdings, Inc. common stock, vests in four equal annual installments beginning May 16, 2026. Read SEC document |
| May 14, 2025 Filed May 14, 2025 23:45 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 3,000 | $5.76 | $17,280.00 |
DisclosureSEC source: 0001628280-25-025637 · wk-form4_1747266327.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,887 F2 · 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, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 3,000 | $6.47 | $19,398.30 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · nonDerivative · entry 6 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,195 F5 · 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 18, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 7,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · derivative · entry 9 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,051 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. F6 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F8 · derivative.exercise_date: These restricted stock units will cliff vested on May 18, 2024. F8 · derivative.expiration_date: These restricted stock units will cliff vested on May 18, 2024. Read SEC document |
| May 18, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 3,286 | $6.44 | $21,161.84 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · nonDerivative · entry 5 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,195 F4 · 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, 2024 Read SEC document |
| May 18, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 7,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · nonDerivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,481 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, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 93,674 | $0.00 Strike: $6.34 | $0.00 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · derivative · entry 8 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,674 Underlying: Common Stock · 93,674 shares Expires 2034-05-17 F7 · derivative.exercise_date: The option, representing the right to purchase a total of 93,674 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 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 20,702 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · derivative · entry 7 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,702 Underlying: Common Stock · 20,702 shares Expires 2027-05-17 F6 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 1,811 | $6.44 | $11,662.84 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · nonDerivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,430 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, 2024 Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 3,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-024607 · wk-form4_1716330252.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,241 F2 · shares: On May 17, 2024, 3,886 performance-based restricted stock units, granted on May 17, 2022, vested Read SEC document |
| May 18, 2023 Filed May 23, 2023 00:27 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 8,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-019360 · wf-form4_168480162215450.xml · derivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,715 Underlying: Common Stock · 8,715 shares Expires 2026-05-18 F3 · 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 May 18, 2026. Read SEC document |
| May 18, 2023 Filed May 23, 2023 00:27 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Options (right to buy) · Derivative | 58,618 | $0.00 Strike: $9.18 | $0.00 |
DisclosureSEC source: 0001628280-23-019360 · wf-form4_168480162215450.xml · derivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,618 Underlying: Common Stock · 58,618 shares Expires 2033-05-18 F2 · derivative.exercise_date: The option, representing the right to purchase a total of 58,618 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 18, 2024. Read SEC document |
| March 18, 2023 Filed Mar 20, 2023 21:20 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 30,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008630 · wf-form4_167934724570491.xml · derivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2023-03-18 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. F4 · derivative.exercise_date: These restricted stock units vested on March 18, 2023. F4 · derivative.expiration_date: These restricted stock units vested on March 18, 2023. Read SEC document |
| March 18, 2023 Filed Mar 20, 2023 21:20 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 13,352 | $6.90 | $92,128.80 |
DisclosureSEC source: 0001628280-23-008630 · wf-form4_167934724570491.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,200 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 March 18, 2023 Read SEC document |
| March 18, 2023 Filed Mar 20, 2023 21:20 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-008630 · wf-form4_167934724570491.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,552 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 · balance_after: This total includes an additional 534 shares acquired recently through the Company's Employee Stock Purchase Plan Read SEC document |
| March 17, 2023 Filed Mar 22, 2023 01:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 3,000 | $6.96 | $20,866.50 |
DisclosureSEC source: 0001628280-23-008845 · wf-form4_167944970160302.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,200 Read SEC document |
| May 20, 2022 Filed May 23, 2022 21:00 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 1,537 | $8.49 | $13,049.13 |
DisclosureSEC source: 0001628280-22-015218 · wf-form4_165333959048536.xml · nonDerivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,018 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 May 20, 2022 Read SEC document |
| May 20, 2022 Filed May 23, 2022 21:00 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 3,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015218 · wf-form4_165333959048536.xml · nonDerivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,555 F3 · shares: On May 20, 2022, 3,525 performance-based restricted stock units, granted on May 20, 2020, vested Read SEC document |
| May 20, 2022 Filed May 23, 2022 21:00 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 3,270 | $8.49 | $27,762.30 |
DisclosureSEC source: 0001628280-22-015218 · wf-form4_165333959048536.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,030 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 May 20, 2022 Read SEC document |
| May 20, 2022 Filed May 23, 2022 21:00 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015218 · wf-form4_165333959048536.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,300 F1 · shares: On May 20, 2022, 7,500 performance-based restricted stock units, granted on May 20, 2020, vested Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015084 · wf-form4_165308502232492.xml · derivative · entry 5 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,821 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. F3 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These restricted stock units cliff vested on May 18, 2022. F4 · derivative.expiration_date: These restricted stock units cliff vested on May 18, 2022. Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 4,297 | $8.45 | $36,309.65 |
DisclosureSEC source: 0001628280-22-015084 · wf-form4_165308502232492.xml · nonDerivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,800 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 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 9,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015084 · wf-form4_165308502232492.xml · nonDerivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,097 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 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 1,230 | $8.45 | $10,393.50 |
DisclosureSEC source: 0001628280-22-015084 · wf-form4_165308502232492.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,353 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 22:17 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-015084 · wf-form4_165308502232492.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,583 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 21:15 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 13,636 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-014665 · wf-form4_165282211668639.xml · derivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,636 Underlying: Common Stock · 13,636 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 21:15 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 19,995 | $0.00 Strike: $8.58 | $0.00 |
DisclosureSEC source: 0001628280-22-014665 · wf-form4_165282211668639.xml · derivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,995 Underlying: Common Stock · 19,995 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 19,995 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 17, 2023. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000120 · primary_doc.xml · derivative · entry 4 Steele Barry G · CIK 0001305741 · Executive VP and CFO 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 15:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 7,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000120 · primary_doc.xml · derivative · entry 3 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,051 Underlying: Common Stock · 7,051 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 15:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 10,339 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000120 · primary_doc.xml · derivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,339 Underlying: Common Stock · 10,339 shares Expires 2031-05-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 10,339 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 15:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000120 · primary_doc.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,803 Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 01:46 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 2,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000027 · primary_doc.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,659 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. Read SEC document |
| September 21, 2020 Filed Sep 23, 2020 19:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,000 | $13.07 | $26,140.00 |
DisclosureSEC source: 0001014108-20-000111 · primary_doc.xml · nonDerivative · entry 1 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,981 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 |
| August 25, 2020 Filed Aug 25, 2020 22:24 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 105 | $13.12 | $1,377.60 |
DisclosureSEC source: 0001014108-20-000103 · primary_doc.xml · nonDerivative · entry 2 Steele Barry G · CIK 0001305741 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,981 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.