Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| InfuSystem Holdings, IncINFU · Entity 6163 | Director · Chief Executive Officer | May 17, 2025 | May 20, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
InfuSystem Holdings, Inc
Report date May 17, 2025 · Filed May 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 467,434 |
Reported balance
After 2025-05-17 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2025-05-17 · Exercise / conversion · Acquired 40,909 · Balance 467,434 |
| Common StockSEC Table I · non-derivative | Direct | 447,925 |
Reported balance
After 2025-05-17 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · 2025-05-17 · Tax withholding · Disposed 19,509 · Balance 447,925 |
| Common StockSEC Table I · non-derivative | Direct | 426,525 |
Reported balance
Holding disclosure · report date 2025-05-17 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 426,525 F1: This total includes an additional 2,842 shares acquired recently through the Company's Employee Stock Purchase Plan |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-05-17 · Exercise / conversion · Disposed 40,909 · Balance 0 F2: Restricted stock units convert into common stock on a one-for-one basis. F3: These restricted stock units cliff vested on May 17, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: This total includes an additional 2,842 shares acquired recently through the Company's Employee Stock Purchase Plan
F2: Restricted stock units convert into common stock on a one-for-one basis.
F3: These restricted stock units cliff vested on May 17, 2025.
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 |
|---|---|---|---|---|---|---|
| January 20, 2022 Filed Jan 25, 2022 01:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 15,936 | $15.98 | $254,657.28 |
DisclosureSEC source: 0001014108-22-000026 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,835 F2 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan previously adopted by the reporting person. F3 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were sold in multiple transactions. The reporting person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| January 20, 2022 Filed Jan 25, 2022 01:22 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 15,936 | $1.98 | $31,553.28 |
DisclosureSEC source: 0001014108-22-000026 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,771 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 78 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| May 18, 2021 Filed May 21, 2021 15:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 2,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000119 · primary_doc.xml · derivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 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 15:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 14,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000119 · primary_doc.xml · derivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,103 Underlying: Common Stock · 14,103 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 15:44 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 20,678 | $0.00 Strike: $19.50 | $0.00 |
DisclosureSEC source: 0001014108-21-000119 · primary_doc.xml · derivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,678 Underlying: Common Stock · 20,678 shares Expires 2031-05-18 F1 · derivative.exercise_date: The option, representing the right to purchase a total of 20,678 shares of InfuSystem Holdings, Inc. common stock, vests in three equal annual installments beginning May 18, 2022. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 19:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000098 · primary_doc.xml · derivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2023-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Performance-based restricted stock award which will vest on the date which the Company stock price has achieved an applicable closing price for 10 consecutive trading days during a performance period beginning on the date of the grant and ending on the third anniversary of the date of grant. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 19:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 26,610 | $21.63 | $575,574.30 |
DisclosureSEC source: 0001014108-21-000098 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,757 F3 · kind: Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of a portion of the restricted stock units granted on August 24, 2020. Read SEC document |
| April 14, 2021 Filed Apr 16, 2021 19:47 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000098 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,367 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 · kind: Vesting of second tranche of performance-based restricted stock award granted on August 24, 2020. F2 · balance_after: This total includes 1,813 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| February 09, 2021 Filed Feb 12, 2021 01:42 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 8,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000026 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,554 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 |
| January 05, 2021 Filed Jan 7, 2021 20:36 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000002 · primary_doc.xml · derivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 60,000 shares Expires 2023-08-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Performance-based restricted stock award which will vest on the date which the Company stock price has achieved an applicable closing price for 10 consecutive trading days during a performance period beginning on the date of the grant and ending on the third anniversary of the date of grant. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 20:36 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 27,019 | $18.60 | $502,553.40 |
DisclosureSEC source: 0001014108-21-000002 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,520 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 January 5, 2021. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 20:36 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-21-000002 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 223,539 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 · kind: Vesting of first tranche of performance-based restricted stock award granted on August 24, 2020. F2 · balance_after: This total includes an additional 1,802 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 23:56 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 50,000 | $13.27 | $663,500.00 |
DisclosureSEC source: 0001014108-20-000105 · primary_doc.xml · nonDerivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,737 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were sold 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 sold at each separate price. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 23:56 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 49,680 | $13.25 | $658,260.00 |
DisclosureSEC source: 0001014108-20-000105 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 211,737 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were sold 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 sold at each separate price. Read SEC document |
| August 26, 2020 Filed Aug 28, 2020 23:56 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | SaleCommon Stock | 320 | $13.10 | $4,192.00 |
DisclosureSEC source: 0001014108-20-000105 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,417 F1 · price: The price reported in Column 4 is a weighted average price. These shares reported herein were sold 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 sold at each separate price. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 19:50 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 180,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000102 · primary_doc.xml · derivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,000 Underlying: Common Stock · 180,000 shares Expires 2023-08-24 F2 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F3 · kind: Performance-based restricted stock award which will vest on the date which the Company stock price has achieved an applicable closing price for 10 consecutive trading days during a performance period beginning on the date of the grant and ending on the third anniversary of the date of grant. The award is divided into three equal tranches of 60,000 shares each having a different applicable closing price of $18.00, $20.00 and $22.00, respectively. F3 · derivative.exercise_date: Performance-based restricted stock award which will vest on the date which the Company stock price has achieved an applicable closing price for 10 consecutive trading days during a performance period beginning on the date of the grant and ending on the third anniversary of the date of grant. The award is divided into three equal tranches of 60,000 shares each having a different applicable closing price of $18.00, $20.00 and $22.00, respectively. Read SEC document |
| August 24, 2020 Filed Aug 25, 2020 19:50 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000102 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,737 F1 · kind: Service-based restricted stock award which vests 10,000 restricted stock units on the first anniversary of the date of grant, and the remaining 10,000 restricted stock units on the second anniversary of the date of grant. Read SEC document |
| May 20, 2020 Filed May 22, 2020 22:31 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $11.07 | $0.00 |
DisclosureSEC source: 0001014108-20-000065 · primary_doc.xml · derivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2030-05-20 F2 · 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. F3 · derivative.exercise_date: The stock option vests 33% per year on the anniversary date of the grant beginning May 20, 2021. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 18:32 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 1,000 | $7.99 | $7,990.00 |
DisclosureSEC source: 0001014108-20-000045 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,689 Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 22:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 4,125 | $8.85 | $36,506.25 |
DisclosureSEC source: 0001014108-20-000011 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,689 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 February 6, 2020. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 22:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantCommon Stock | 11,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-20-000011 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,814 F1 · kind: The reported shares were issued as part of the issuer's Short Term Incentive ("STI") plan relating to the issuer's 2019 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 |
| November 08, 2019 Filed Nov 12, 2019 20:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000171 · primary_doc.xml · derivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50,000 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: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.expiration_date: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 20:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 46,008 | $6.50 | $299,052.00 |
DisclosureSEC source: 0001014108-19-000171 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,514 F2 · kind: Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of a portion of the restricted stock units granted on August 23, 2018. F1 · balance_after: This total includes 1,227 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 20:52 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000171 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,522 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 1,227 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 20:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000160 · primary_doc.xml · derivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 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: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F3 · derivative.expiration_date: Represents the acquisition of Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 20:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 16,368 | $5.31 | $86,914.08 |
DisclosureSEC source: 0001014108-19-000160 · primary_doc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 227,295 F2 · kind: Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of a portion of the restricted stock units granted on August 23, 2018. F1 · balance_after: This total includes 1,739 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| September 27, 2019 Filed Sep 30, 2019 20:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-19-000160 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 243,663 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 1,739 shares acquired recently through the Company's Employee Stock Purchase Plan. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · derivative · entry 5 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2019-03-31 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 |
| March 29, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 117,754 | $4.79 | $564,041.66 |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · nonDerivative · entry 4 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 191,924 F4 · price: Represents the difference between the number of the Stock Appreciation Rights exercised and the number of shares issued as a result of the exercise. F5 · price: Represents the withholding of the Issuer's common stock for the tax liability associated with the exercise of the Stock Appreciation Rights granted on November 15, 2017. Read SEC document |
| March 29, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 200,000 | $2.00 | $400,000.00 |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · nonDerivative · entry 3 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,678 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 · price: Represents the acquisition of the Issuer's common stock by reporting person pursuant to the exercise of the Stock Appreciation Rights granted on November 15, 2017. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionRestricted Stock Units · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · derivative · entry 6 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 25,000 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. F1 · derivative.exercise_price: Represents the acquisition of the Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units (RSUs) granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents the acquisition of the Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units (RSUs) granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents the acquisition of the Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units (RSUs) granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Tax withholdingCommon Stock | 7,350 | $4.14 | $30,429.00 |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · nonDerivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,678 F2 · price: Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of a portion of the restricted stock units (RSUs) granted on August 23, 2018. Read SEC document |
| March 28, 2019 Filed Apr 1, 2019 19:29 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-19-006216 · rdgdoc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,028 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 · price: Represents the acquisition of the Issuer's common stock by reporting person pursuant to the vesting and settlement of a portion of the restricted stock units (RSUs) granted on August 23, 2018. Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| March 11, 2019 Filed Mar 13, 2019 18:12 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 3,900 | $4.22 | $16,458.00 |
DisclosureSEC source: 0001437749-19-004760 · rdgdoc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,028 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 undertake to provide to the Issuer, any 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. F2 · balance_after: Includes 13,735 shares of the Issuer's common stock acquired by reporting person pursuant to the Issuer's Employee Stock Purchase Plan ("ESPP"). Such transaction is exempt under Rule 16(b)-3(c). F3 · balance_after: Includes 14,734 shares of the Issuer's common stock held by reporting person with the Issuer's transfer agent. Such common stock was not previously reported. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 21:37 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $3.18 | $0.00 |
DisclosureSEC source: 0001014108-18-000195 · primary_doc.xml · derivative · entry 2 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2023-08-23 F3 · derivative.exercise_date: The option, representing the right to purchase a total of 200,000 shares of InfuSystem Holdings, Inc. common stock, vests in three annual installments beginning on August 23, 2019. Read SEC document |
| August 23, 2018 Filed Aug 27, 2018 21:37 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantRestricted Stock Units · Derivative | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001014108-18-000195 · primary_doc.xml · derivative · entry 1 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2021-08-23 F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: These restricted stock units are eligible for vesting over a three-year period beginning August 23, 2018. The first 25,000 will vest if the company's closing stock price is above $4.00 for ten consecutive trading days prior to the one year anniversary of the grant. An additional 50,000 will vest if the company's closing stock price is above $5.00 for ten consecutive trading days prior to the two year anniversary of the grant. An additional 50,000 will vest if the company's closing stock price is above $6.00 for ten consecutive trading days prior to the three year anniversary of the grant. Read SEC document |
| November 15, 2017 Filed Dec 12, 2017 22:21 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001014108-17-000205 · primary_doc.xml · derivative · entry 8 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2022-11-15 F7 · derivative.exercise_date: The option, representing the right to purchase a total of 200,000 shares of InfuSystem Holdings, Inc. common stock, vests over four-year period on a monthly basis beginning December 15, 2017. Read SEC document |
| November 15, 2017 Filed Dec 12, 2017 22:21 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Appreciation Rights · Derivative | 200,000 | $0.00 Strike: $2.00 | $0.00 |
DisclosureSEC source: 0001014108-17-000205 · primary_doc.xml · derivative · entry 7 Dilorio Richard · CIK 0001706994 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 Underlying: Common Stock · 200,000 shares Expires 2019-03-31 F6 · derivative.exercise_date: The stock appreciation rights shall vest and become exercisable beginning on December 31, 2018, based on certain company financial criteria. Read SEC document |
| September 07, 2017 Filed Sep 8, 2017 22:54 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $1.98 | $0.00 |
DisclosureSEC source: 0001014108-17-000150 · primary_doc.xml · derivative · entry 1 Dilorio Richard · CIK 0001706994 · Executive Vice President 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 annually over three years beginning September 7, 2018. Read SEC document |
| August 15, 2017 Filed Aug 16, 2017 20:18 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | PurchaseCommon Stock | 4,875 | $1.95 | $9,506.25 |
DisclosureSEC source: 0001014108-17-000132 · primary_doc.xml · nonDerivative · entry 1 Dilorio Richard · CIK 0001706994 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,659 Read SEC document |
| March 16, 2017 Filed May 18, 2017 20:49 UTC | InfuSystem Holdings, Inc INFU · Entity 6163 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $2.15 | $0.00 |
DisclosureSEC source: 0001014108-17-000105 · primary_doc.xml · derivative · entry 1 Dilorio Richard · CIK 0001706994 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-03-16 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 36-monthly installments beginning April 16, 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.