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 |
|---|---|---|---|---|---|---|
| August 30, 2018 Filed Aug 31, 2018 21:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 17,204 | $3.18 | $54,708.72 |
DisclosureSEC source: 0001014108-18-000203 · primary_doc.xml · nonDerivative · entry 2 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,419,313 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. As described in Amendment No. 1 to Schedule 13D filing made on August 31, 2018, with respect to the Common Stock owned by Meridian OHC Partners, LP, Meridian TSV II, LP, TSV Investment Partners, LLC, BlueLine Capital Partners II, L.P., BlueLine Partners, L.L.C., Imua T Capital Investments, LLC, Imua T Capital Management, LP and Scott Shuda, the Reporting Entities may have been deemed to be a "group" under Section 13(d) of the Securities Exchange Act and accordingly each Reporting Person may have been deemed to have beneficial ownership of 10% or more of the Common Stock. F2 · ownership.nature: 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 |
| August 29, 2018 Filed Aug 31, 2018 21:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 55,275 | $3.15 | $174,116.25 |
DisclosureSEC source: 0001014108-18-000203 · primary_doc.xml · nonDerivative · entry 1 Shuda Scott · CIK 0001486636 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · See footnotes Disclosed balance after: 3,402,109 F1 · ownership.nature: These securities are owned by Imua T Capital Investments, LLC. As described in Amendment No. 1 to Schedule 13D filing made on August 31, 2018, with respect to the Common Stock owned by Meridian OHC Partners, LP, Meridian TSV II, LP, TSV Investment Partners, LLC, BlueLine Capital Partners II, L.P., BlueLine Partners, L.L.C., Imua T Capital Investments, LLC, Imua T Capital Management, LP and Scott Shuda, the Reporting Entities may have been deemed to be a "group" under Section 13(d) of the Securities Exchange Act and accordingly each Reporting Person may have been deemed to have beneficial ownership of 10% or more of the Common Stock. F2 · ownership.nature: 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 |
| August 23, 2018 Filed Aug 27, 2018 21:14 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-18-000192 · primary_doc.xml · derivative · entry 3 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2023-08-23 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 on September 23, 2018. Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 23:40 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-17-000156 · primary_doc.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2022-09-07 F1 · 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 October 7, 2017. Read SEC document |
| January 18, 2017 Filed Jan 27, 2017 21:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $2.39 | $0.00 |
DisclosureSEC source: 0001014108-17-000014 · primary_doc.xml · derivative · entry 1 Shuda Scott · CIK 0001486636 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-01-18 F1 · 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 February 18, 2017. 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.