Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BORGWARNER INCBWA · Entity 3425 | Exec. Vice President and CFO | May 22, 2018 | May 31, 2018 |
| Gentherm IncTHRM · Entity 4845 | Director | May 14, 2026 | May 15, 2026 |
| InfuSystem Holdings, IncINFU · Entity 6163 | Director | May 12, 2026 | May 14, 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.
BORGWARNER INC
Report date May 22, 2018 · Filed May 31, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 101,981.51 |
Reported balance
After 2018-05-22 transaction · row 1
1 source rowRow 1 · 2018-05-22 · Gift · Disposed 60,000 · Balance 101,981.51 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 60,000 |
Reported balance
After 2018-05-22 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2018-05-22 · Gift · Acquired 60,000 · Balance 60,000 F1: Gift of shares of common stock to the Tina Lyn Stephens Trust. The Reporting Person disclaims beneficial ownership of the shares of common stock held by the Tina Lyn Stephens Trust, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectBy 401k | 7,029.504 |
Reported balance
Holding disclosure · report date 2018-05-22 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,029.504 |
Filing footnotes · ownership attribution and instrument terms
F1: Gift of shares of common stock to the Tina Lyn Stephens Trust. The Reporting Person disclaims beneficial ownership of the shares of common stock held by the Tina Lyn Stephens Trust, except to the extent of his pecuniary interest therein.
Gentherm Inc
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,298 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 4,292 · Balance 22,298 F1: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. |
| Common StockSEC Table I · non-derivative | IndirectHeld in Trust | 17,965 |
Reported balance
Holding disclosure · report date 2026-05-14 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,965 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors.
InfuSystem Holdings, Inc
Report date May 12, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.37 · Expires 2036-05-12 | Direct | 24,890 |
Reported balance
After 2026-05-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-12 · Grant · Acquired 24,890 · Balance 24,890 F1: The option, representing the right to purchase 24,890 shares of InfuSystem Holdings, Inc. common stock, vests on May 12, 2027. |
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
Holding disclosure · report date 2026-05-12 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The option, representing the right to purchase 24,890 shares of InfuSystem Holdings, Inc. common stock, vests on May 12, 2027.
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 14, 2026 Filed May 15, 2026 21:31 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 4,292 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-227276 · ownership.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,298 F1 · security: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 12, 2026 Filed May 14, 2026 22:45 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 24,890 | $0.00 Strike: $8.37 | $0.00 |
DisclosureSEC source: 0001628280-26-035270 · wk-form4_1778798703.xml · derivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,890 Underlying: Common Stock · 24,890 shares Expires 2036-05-12 F1 · derivative.exercise_date: The option, representing the right to purchase 24,890 shares of InfuSystem Holdings, Inc. common stock, vests on May 12, 2027. Read SEC document |
| May 19, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 5,000 | $6.09 | $30,450.00 |
DisclosureSEC source: 0001628280-25-026953 · wk-form4_1747781679.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 16, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 39,588 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026953 · wk-form4_1747781679.xml · derivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,588 Underlying: Common Stock · 39,588 shares Expires 2035-05-16 F2 · derivative.exercise_date: The option, representing the right to purchase 39,588 shares of InfuSystem Holdings, Inc. common stock, vests on May 16, 2026. Read SEC document |
| May 08, 2025 Filed May 9, 2025 20:40 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 5,075 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-068142 · ownership.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,006 F1 · security: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:06 UTC | Gentherm Inc THRM · Entity 4845 | PurchaseCommon Stock | 5,000 | $26.67 | $133,350.00 |
DisclosureSEC source: 0000950170-25-069178 · ownership.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,006 Read SEC document |
| May 16, 2024 Filed May 20, 2024 20:45 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 2,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-062482 · ownership.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,931 F1 · security: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 18, 2023 Filed May 22, 2023 20:20 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 2,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-031447 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,269 F1 · security: The shares represent Restricted Common Stock issued under the 2023 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| June 02, 2022 Filed Jun 6, 2022 16:00 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 1,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-034445 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,122 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 20, 2021 Filed May 24, 2021 19:45 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-035282 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 21, 2020 Filed May 26, 2020 20:20 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 5,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032005 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,965 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 16, 2019 Filed May 17, 2019 18:12 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 2,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-030766 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,321 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 17:21 UTC | Gentherm Inc THRM · Entity 4845 | PurchaseCommon Stock | 1,500 | $45.90 | $68,855.40 |
DisclosureSEC source: 0001209191-18-045195 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,831 Read SEC document |
| May 22, 2018 Filed May 31, 2018 12:03 UTC | BORGWARNER INC BWA · Entity 3425 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009980 · doc4.xml · nonDerivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 60,000 F1 · shares: Gift of shares of common stock to the Tina Lyn Stephens Trust. The Reporting Person disclaims beneficial ownership of the shares of common stock held by the Tina Lyn Stephens Trust, except to the extent of his pecuniary interest therein. Read SEC document |
| May 22, 2018 Filed May 31, 2018 12:03 UTC | BORGWARNER INC BWA · Entity 3425 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009980 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,981.51 Read SEC document |
| May 18, 2018 Filed May 21, 2018 15:15 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 2,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-031652 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,331 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| April 28, 2018 Filed May 1, 2018 18:32 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 3,102 | $50.58 | $156,899.16 |
DisclosureSEC source: 0001225208-18-008300 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,981.51 Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 2,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002739 · doc4.xml · nonDerivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,083.51 Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 20:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 3,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002739 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,345.51 Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 14,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002295 · doc4.xml · nonDerivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,875.51 F2 · shares: The shares will vest 50% on February 28, 2020 and 100% on February 28, 2021. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 19:28 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 14,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-002295 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,759.51 F1 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| May 19, 2017 Filed May 22, 2017 13:10 UTC | Gentherm Inc THRM · Entity 4845 | GrantCommon Stock | 2,751 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034106 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,474 F1 · security: The shares represent Restricted Common Stock issued under the 2013 Equity Incentive Plan that has been granted to the Reporting Person as compensation for serving on the Gentherm Board of Directors. Read SEC document |
| May 05, 2017 Filed May 8, 2017 14:04 UTC | BORGWARNER INC BWA · Entity 3425 | SaleCommon Stock | 3,776 | $41.53 | $156,811.24 |
DisclosureSEC source: 0001225208-17-009265 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,957.83 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions from $41.52 to $41.55, inclusive. The reporting person undertakes to provide BorgWarner, any security holder of BorgWarner, or the staff of the SEC, upon request, full information regarding the number of shares sold at each price within the ranges set forth in Footnote 1 of this Form 4. Read SEC document |
| April 28, 2017 Filed May 2, 2017 13:38 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-008755 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,733.83 Read SEC document |
| February 10, 2017 Filed Feb 14, 2017 22:40 UTC | BORGWARNER INC BWA · Entity 3425 | Tax withholdingCommon Stock | 8,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-003245 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Exec. Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,977.83 Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 6,598 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002703 · doc4.xml · nonDerivative · entry 2 Hundzinski Ronald T · CIK 0001488024 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,596.83 F2 · shares: Each performance share represented a contingent right to receive a share of BorgWarner common stock based upon the achievement of specified performance criteria related to relative revenue growth. Read SEC document |
| February 07, 2017 Filed Feb 9, 2017 19:37 UTC | BORGWARNER INC BWA · Entity 3425 | GrantCommon Stock | 17,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-002703 · doc4.xml · nonDerivative · entry 1 Hundzinski Ronald T · CIK 0001488024 · Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,998.83 F1 · shares: The shares will vest 50% on February 28, 2019 and 100% on February 28, 2020. 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.