Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRIDEX CORPIRIX · Entity 7882 | Director | June 13, 2025 | June 25, 2025 |
| InfuSystem Holdings, IncINFU · Entity 6163 | Director | September 10, 2026 | September 11, 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.
IRIDEX CORP
Report date June 13, 2025 · Filed June 25, 2025 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $0.94 · Expires 2032-06-13 | Direct | 53,000 |
Reported balance
After 2025-06-13 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2025-06-13 · Grant · Acquired 53,000 · Balance 53,000 F1: This option was granted pursuant to the Company's 2008 Equity Incentive Plan, as amended, and is exempt pursuant to Rule16b-3. F2: All shares underlying this option shall vest and become exercisable upon the earlier of (i) the one-year anniversary of the grant date or (ii) the Company's 2026 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted pursuant to the Company's 2008 Equity Incentive Plan, as amended, and is exempt pursuant to Rule16b-3.
F2: All shares underlying this option shall vest and become exercisable upon the earlier of (i) the one-year anniversary of the grant date or (ii) the Company's 2026 annual meeting of stockholders.
InfuSystem Holdings, Inc
Report date September 10, 2026 · Filed September 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectFootnote 1 | 278,383 |
Reported balance
After 2026-09-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-10 · Other · Disposed 20,000 · Balance 278,383 F1: Mr. Shuda serves as Managing Director of (i) TSV Investment Partners, LLC, which is the sole general partner of Meridian OHC Partners, LP ("Meridian") and (ii) BlueLine Partners, LLC, which is the sole general partner of BlueLine Capital Partners II ("BlueLine"). Accordingly, Mr. Shuda holds voting and dispositive power over the Common Stock held by Meridian and BlueLine. Mr. Shuda disclaims beneficial ownership for purposes of Rule 13d-3 with respect to the Common Stock held by Meridian and BlueLine. The above transaction relates to Meridian distributing 20,000 shares, in a non-cash transaction, to one limited partner of the partnership. |
| Common StockSEC Table I · non-derivative | Direct | 94,000 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 94,000 |
Filing footnotes · ownership attribution and instrument terms
F1: Mr. Shuda serves as Managing Director of (i) TSV Investment Partners, LLC, which is the sole general partner of Meridian OHC Partners, LP ("Meridian") and (ii) BlueLine Partners, LLC, which is the sole general partner of BlueLine Capital Partners II ("BlueLine"). Accordingly, Mr. Shuda holds voting and dispositive power over the Common Stock held by Meridian and BlueLine. Mr. Shuda disclaims beneficial ownership for purposes of Rule 13d-3 with respect to the Common Stock held by Meridian and BlueLine. The above transaction relates to Meridian distributing 20,000 shares, in a non-cash transaction, to one limited partner of the partnership.
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 |
|---|---|---|---|---|---|---|
| September 10, 2026 Filed Sep 11, 2026 21:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | OtherCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-061606 · wk-form4_1789163276.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Footnote 1 Disclosed balance after: 278,383 F1 · ownership.nature: Mr. Shuda serves as Managing Director of (i) TSV Investment Partners, LLC, which is the sole general partner of Meridian OHC Partners, LP ("Meridian") and (ii) BlueLine Partners, LLC, which is the sole general partner of BlueLine Capital Partners II ("BlueLine"). Accordingly, Mr. Shuda holds voting and dispositive power over the Common Stock held by Meridian and BlueLine. Mr. Shuda disclaims beneficial ownership for purposes of Rule 13d-3 with respect to the Common Stock held by Meridian and BlueLine. The above transaction relates to Meridian distributing 20,000 shares, in a non-cash transaction, to one limited partner of the partnership. 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: 0001628280-26-035269 · wk-form4_1778798697.xml · derivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,890 Underlying: Common Stock · 24,890 shares Expires 2036-05-12 F2 · 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 |
| August 22, 2025 Filed Aug 22, 2025 21:33 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 5,752 | $9.67 | $55,621.84 |
DisclosureSEC source: 0001628280-25-041049 · wk-form4_1755898430.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,000 F2 · price: The transactions relate to shares originally held by a partnership, Meridian TSV II, LP, that was dissolved with the result of Mr. Shuda taking custody of the shares. In July 2025, Mr. Shuda distributed shares to one former member of the partnership and in August 2025, Mr. Shuda sold shares for the benefit of the other partners. No shares remain relating to the partnership and no other shares are planned to be sold. The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $9.57 to $9.83. The reporting person undertakes to provide the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 07, 2025 Filed Aug 22, 2025 21:33 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | OtherCommon Stock | 2,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041049 · wk-form4_1755898430.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,752 F2 · shares: The transactions relate to shares originally held by a partnership, Meridian TSV II, LP, that was dissolved with the result of Mr. Shuda taking custody of the shares. In July 2025, Mr. Shuda distributed shares to one former member of the partnership and in August 2025, Mr. Shuda sold shares for the benefit of the other partners. No shares remain relating to the partnership and no other shares are planned to be sold. The price reported in Column 4 is an average price. These shares were sold in multiple transactions at prices ranging from $9.57 to $9.83. The reporting person undertakes to provide the company or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 13, 2025 Filed Jun 18, 2025 01:51 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock (right to buy) · Derivative | 53,000 | $0.00 Strike: $1.40 | $0.00 |
DisclosureSEC source: 0000950170-25-087663 · ownership.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 53,000 shares Expires 2032-06-13 F1 · security: The shares are subject to vesting according to the following schedule: 1/3 of the Shares subject to the Option will vest each one-year anniversary of the date of grant. F2 · derivative.exercise_date: The shares are subject to vesting according to the following schedule: 100% of the Shares will vest each one-year anniversary of the date of grant or the Company's 2026 Annual Meeting of Stockholders. Read SEC document |
| June 13, 2025 Filed Jun 25, 2025 00:27 UTC Amendment | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock (right to buy) · Derivative | 53,000 | $0.00 Strike: $0.94 | $0.00 |
DisclosureSEC source: 0000950170-25-089707 · ownership.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,000 Underlying: Common Stock · 53,000 shares Expires 2032-06-13 F1 · security: This option was granted pursuant to the Company's 2008 Equity Incentive Plan, as amended, and is exempt pursuant to Rule16b-3. F2 · derivative.exercise_date: All shares underlying this option shall vest and become exercisable upon the earlier of (i) the one-year anniversary of the grant date or (ii) the Company's 2026 annual meeting of stockholders. Read SEC document |
| May 16, 2025 Filed May 20, 2025 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Options (right to buy) · Derivative | 11,876 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026951 · wk-form4_1747781657.xml · derivative · entry 4 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,876 Underlying: Common Stock · 11,876 shares Expires 2035-05-16 F3 · derivative.exercise_date: The option, representing the right to purchase 11,876 shares of InfuSystem Holdings, Inc. common stock, vests 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 | 39,588 | $0.00 Strike: $6.00 | $0.00 |
DisclosureSEC source: 0001628280-25-026951 · wk-form4_1747781657.xml · derivative · entry 3 Shuda Scott · CIK 0001486636 · 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 |
| April 24, 2025 Filed Apr 25, 2025 15:39 UTC | IRIDEX CORP IRIX · Entity 7882 | PurchaseCommon Stock | 21,457 | $1.20 | $25,748.40 |
DisclosureSEC source: 0000950170-25-058434 · ownership.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,523 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 23:18 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | OtherCommon Stock | 42,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-050270 · wk-form4_1733527101.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Footnote 1 Disclosed balance after: 298,383 F1 · ownership.direct: On December 5, 2024, BlueLine Capital Partners II, LP distributed 42,241 shares of Common Stock to its limited partners. Mr. Shuda serves as Managing Director of (i) TSV Investment Partners, LLC, which is the sole general partner of Meridian OHC Partners, LP ("Meridian") and (ii) BlueLine Partners, LLC, which is the sole general partner of BlueLine Capital Partners II ("BlueLine"). Accordingly, Mr. Shuda holds voting and dispositive power over the Common Stock held by Meridian and BlueLine. Mr. Shuda disclaims beneficial ownership for purposes of Rule 13d-3 with respect to the Common Stock held by Meridian and BlueLine. Read SEC document |
| May 17, 2024 Filed May 21, 2024 22:12 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,685 | $0.00 Strike: $6.34 | $0.00 |
DisclosureSEC source: 0001628280-24-024589 · wk-form4_1716329513.xml · derivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,685 Underlying: Common Stock · 35,685 shares Expires 2034-05-17 F2 · shares: The option, representing the right to purchase 35,685 shares of InfuSystem Holdings, Inc. common stock, vests on May 17, 2025. Read SEC document |
| May 14, 2024 Filed May 16, 2024 23:23 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001628280-24-023875 · wk-form4_1715901770.xml · derivative · entry 4 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2024-05-15 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_date: The option, representing the right to purchase a total of 35,000 shares of InfuSystem Holdings, Inc. common stock, vested in twelve equal monthly installments beginning on June 15, 2019. Read SEC document |
| May 14, 2024 Filed May 16, 2024 23:23 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 23,500 | $7.00 | $164,500.00 |
DisclosureSEC source: 0001628280-24-023875 · wk-form4_1715901770.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,994 F2 · shares: Reflects the number of shares surrendered in connection with the cashless exercise for the exercised option. Read SEC document |
| May 14, 2024 Filed May 16, 2024 23:23 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 35,000 | $4.70 | $164,500.00 |
DisclosureSEC source: 0001628280-24-023875 · wk-form4_1715901770.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,494 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 |
| June 14, 2023 Filed Jun 15, 2023 23:02 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock | 39,267 | $1.91 | $74,999.97 |
DisclosureSEC source: 0001209191-23-037570 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,066 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 14, 2024 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 18, 2023 Filed May 19, 2023 21:00 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Options (right to buy) · Derivative | 24,424 | $0.00 Strike: $9.18 | $0.00 |
DisclosureSEC source: 0001628280-23-019116 · wf-form4_168453000961937.xml · derivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,424 Underlying: Common Stock · 24,424 shares Expires 2033-05-18 F2 · derivative.exercise_date: The option, representing the right to purchase a total of 24,424 shares of InfuSystem Holdings, Inc. common stock, vests on May 18, 2024. Read SEC document |
| September 16, 2022 Filed Sep 19, 2022 23:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001628280-22-025170 · wf-form4_166363128387331.xml · derivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2023-08-23 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_date: The option, representing the right to purchase 25,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning September 23, 2018. Read SEC document |
| September 16, 2022 Filed Sep 19, 2022 23:48 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | $3.18 | $79,500.00 |
DisclosureSEC source: 0001628280-22-025170 · wf-form4_166363128387331.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,494 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 |
| June 15, 2022 Filed Jun 16, 2022 21:46 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock | 27,472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-037560 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,779 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 15, 2023 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 17, 2022 Filed May 17, 2022 20:57 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $8.58 | $0.00 |
DisclosureSEC source: 0001628280-22-014647 · wf-form4_165282102066924.xml · derivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2032-05-17 F1 · 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. F2 · derivative.exercise_date: The option, representing the right to purchase 35,000 shares of InfuSystem Holdings, Inc. common stock, vests on the date of the 2023 annual shareholder meeting. Read SEC document |
| October 08, 2021 Filed Oct 12, 2021 22:25 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-21-000180 · primary_doc.xml · derivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 Underlying: Common Stock · 25,000 shares Expires 2022-09-18 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. Read SEC document |
| October 08, 2021 Filed Oct 12, 2021 22:25 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | $1.98 | $49,500.00 |
DisclosureSEC source: 0001014108-21-000180 · primary_doc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,494 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 |
| June 28, 2021 Filed Jun 28, 2021 20:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001096906-21-001498 · primary_doc.xml · derivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,000 Underlying: Common Stock · 25,000 shares Expires 2022-01-18 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. Read SEC document |
| June 28, 2021 Filed Jun 28, 2021 20:28 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | $2.39 | $59,750.00 |
DisclosureSEC source: 0001096906-21-001498 · primary_doc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,494 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 |
| June 16, 2021 Filed Jun 21, 2021 23:17 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock | 6,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-042261 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,327 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 16, 2022 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| May 18, 2021 Filed May 21, 2021 01:26 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000113 · primary_doc.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2021-05-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 35,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning June 18, 2021 Read SEC document |
| June 24, 2020 Filed Jun 26, 2020 21:44 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock | 18,348 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-039143 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,552 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 100% of the RSUs vest on the earlier of June 24, 2021 or the date of the Issuer's next annual meeting of stockholders, subject to the Reporting Person's continued service as a member of the Issuer's Board of Directors through such date. Read SEC document |
| May 20, 2020 Filed May 22, 2020 23:34 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001014108-20-000071 · primary_doc.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2030-05-20 F1 · 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. F2 · derivative.exercise_date: The option, representing the right to purchase a total of 25,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve monthly installments beginning June 20, 2020. Read SEC document |
| March 31, 2020 Filed Mar 31, 2020 22:03 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 169,960 | $8.37 | $1,422,531.21 |
DisclosureSEC source: 0001445866-20-000310 · primary_doc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Partners, L.L.C. · CIK 0001311443 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Footnote 1 Disclosed balance after: 3,356,561 F1 · ownership.direct: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were traded in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares traded at each separate price. Imua T Capital Investments, LLC is a member of the group described in Amendment No. 1 to Schedule 13D filed by Meridian OHC Partners, LP and others on August 31, 2018. Imua T Capital Investments, LLC is managed separately from the other members of such group, and the securities reported transacting herein were all of the shares held by Imua T Capital Investments, LLC. Read SEC document |
| November 14, 2019 Filed Nov 16, 2019 00:37 UTC | IRIDEX CORP IRIX · Entity 7882 | PurchaseCommon Sotck | 10,000 | $2.02 | $20,200.00 |
DisclosureSEC source: 0001209191-19-056827 · doc4.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 15,000 F1 · ownership.nature: The reporting person is a Managing Director of BlueLine Partners II, LLC which is the General Partner of BlueLine Capital Partners II, LP, the owner of the reported securities. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| November 13, 2019 Filed Nov 16, 2019 00:37 UTC | IRIDEX CORP IRIX · Entity 7882 | PurchaseCommon Stock | 5,000 | $2.01 | $10,050.00 |
DisclosureSEC source: 0001209191-19-056827 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,000 F1 · ownership.nature: The reporting person is a Managing Director of BlueLine Partners II, LLC which is the General Partner of BlueLine Capital Partners II, LP, the owner of the reported securities. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| September 06, 2019 Filed Sep 6, 2019 20:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,000 | $5.05 | $10,100.00 |
DisclosureSEC source: 0001445866-19-001110 · form4.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC LLC · CIK 0001601538 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Capital Partners, L.P. · CIK 0001338149 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,526,521 F1 · ownership.direct: These securities are owned by BlueLine Capital Partners II, LP. Read SEC document |
| September 05, 2019 Filed Sep 6, 2019 20:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,000 | $5.00 | $10,000.00 |
DisclosureSEC source: 0001445866-19-001110 · form4.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC LLC · CIK 0001601538 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Capital Partners, L.P. · CIK 0001338149 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,524,521 F1 · ownership.direct: These securities are owned by BlueLine Capital Partners II, LP. Read SEC document |
| September 05, 2019 Filed Sep 6, 2019 20:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 1,004 | $4.90 | $4,919.60 |
DisclosureSEC source: 0001445866-19-001110 · form4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC LLC · CIK 0001601538 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Capital Partners, L.P. · CIK 0001338149 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,522,521 F1 · ownership.direct: These securities are owned by BlueLine Capital Partners II, LP. Read SEC document |
| July 23, 2019 Filed Jul 25, 2019 22:55 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock | 11,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-043266 · doc4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,204 F1 · shares: Each share is represented by a restricted stock unit (RSU). Each RSU represents a contingent right to receive one share of the Issuer's Common Stock upon settlement. 100% of the RSUs vest on the earlier of July 23, 2020 or the date of the Issuer's next annual meeting of stockholders. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 1,123 | $4.54 | $5,098.42 |
DisclosureSEC source: 0001445866-19-000723 · form4.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC Partners, LP · CIK 0001601397 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Partners, L.L.C. · CIK 0001311443 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,521,517 F4 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F3 · ownership.direct: These securities are owned by BlueLine Capital Partners II, LP. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 2,500 | $4.54 | $11,350.00 |
DisclosureSEC source: 0001445866-19-000723 · form4.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC Partners, LP · CIK 0001601397 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Partners, L.L.C. · CIK 0001311443 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,520,394 F4 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.direct: These securities are owned by Scott Shuda. Read SEC document |
| June 14, 2019 Filed Jun 17, 2019 20:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 1,100 | $4.43 | $4,873.00 |
DisclosureSEC source: 0001445866-19-000723 · form4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner Meridian OHC Partners, LP · CIK 0001601397 · 10% owner Meridian TSV II, LP · CIK 0001601536 · 10% owner TSV Investment Partners, LLC · CIK 0001603326 · 10% owner BlueLine Capital Partners II, L.P. · CIK 0001460781 · 10% owner BlueLine Partners, L.L.C. · CIK 0001311443 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,517,894 F4 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F1 · ownership.direct: These securities are owned by Meridian TSV II, LP Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $4.70 | $0.00 |
DisclosureSEC source: 0001437749-19-010304 · rdgdoc.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2024-05-15 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 35,000 shares of InfuSystem Holdings, Inc. common stock, vests in twelve equal monthly installments beginning on June 15, 2019. Read SEC document |
| April 23, 2019 Filed May 2, 2019 22:13 UTC | IRIDEX CORP IRIX · Entity 7882 | GrantCommon Stock (right to buy) · Derivative | 15,000 | $0.00 Strike: $4.85 | $0.00 |
DisclosureSEC source: 0001209191-19-027091 · doc4.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2026-04-23 F1 · security: This option granted pursuant to IRIDEX Corporation's 2008 Amended and Restated Equity Incentive Plan and is exempt pursuant to Rule16b-3. F2 · derivative.exercise_date: The shares are subject to vesting according to the following schedule: 1/48th of the total number of shares vest on May 23, 2019 and each month thereafter. Read SEC document |
| March 20, 2019 Filed Mar 22, 2019 01:51 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 524 | $4.40 | $2,305.60 |
DisclosureSEC source: 0001437749-19-005451 · rdgdoc.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516,794 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.direct: These securities are owned by Imua T Capital Investments, LLC. Read SEC document |
| March 19, 2019 Filed Mar 22, 2019 01:51 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 10,700 | $4.37 | $46,759.00 |
DisclosureSEC source: 0001437749-19-005451 · rdgdoc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,516,270 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price. F2 · ownership.direct: These securities are owned by Imua T Capital Investments, LLC. Read SEC document |
| September 14, 2018 Filed Sep 14, 2018 23:09 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 904 | $3.30 | $2,983.20 |
DisclosureSEC source: 0001445866-18-000928 · form4.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,505,570 Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 23:09 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 21,055 | $3.32 | $69,902.60 |
DisclosureSEC source: 0001445866-18-000928 · form4.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,504,666 Read SEC document |
| September 12, 2018 Filed Sep 12, 2018 20:26 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 11,832 | $3.30 | $39,045.60 |
DisclosureSEC source: 0001014108-18-000213 · primary_doc.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,483,611 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
| September 11, 2018 Filed Sep 12, 2018 20:26 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 13,409 | $3.30 | $44,249.70 |
DisclosureSEC source: 0001014108-18-000213 · primary_doc.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,471,779 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
| September 10, 2018 Filed Sep 12, 2018 20:26 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 15,651 | $3.30 | $51,648.30 |
DisclosureSEC source: 0001014108-18-000213 · primary_doc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,458,370 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
| September 07, 2018 Filed Sep 7, 2018 21:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 4,588 | $3.25 | $14,911.00 |
DisclosureSEC source: 0001014108-18-000209 · primary_doc.xml · nonDerivative · entry 4 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,442,719 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
| September 06, 2018 Filed Sep 7, 2018 21:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 9,270 | $3.25 | $30,127.50 |
DisclosureSEC source: 0001014108-18-000209 · primary_doc.xml · nonDerivative · entry 3 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,438,131 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
| September 05, 2018 Filed Sep 7, 2018 21:58 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 9,548 | $3.23 | $30,840.04 |
DisclosureSEC source: 0001014108-18-000209 · primary_doc.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,428,861 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. The price reported in Column 4 is a weighted average price. These shares reported herein were purchased in multiple transactions. The reporting persons undertake to provide to InfuSystem Holdings, Inc., any security holder of InfuSystem Holdings, Inc., 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.