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InfuSystem (INFU) EVP Funke reports RSU vesting and tax withholding

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(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

InfuSystem Holdings EVP-Chief HR Officer Jerod Funke reported compensation-related stock activity involving restricted stock units and associated tax withholding. On May 17, 2026, 14,570 performance-based restricted stock units granted on May 17, 2024 vested and converted into common stock on a one-for-one basis.

To cover tax liabilities from vesting and settlement on May 16–17, 2026, a total of 8,761 shares of common stock were withheld at $8.77 per share, which is reported as a disposition but is not an open-market sale. Funke’s direct common stock holdings increased to 36,116 shares after these transactions, and 10,363 restricted stock units remain outstanding, vesting in two equal annual installments beginning on May 16, 2027.

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Insider Funke Jerod
Role EVP-Chief HR Officer
Type Security Shares Price Value
Grant/Award Common Stock 14,570 $0.00 --
Tax Withholding Common Stock 6,462 $8.77 $57K
Exercise Restricted Stock Units 5,183 $0.00 --
Exercise Common Stock 5,183 $0.00 --
Tax Withholding Common Stock 2,299 $8.77 $20K
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 36,116 shares (Direct, null); Restricted Stock Units — 10,363 shares (Direct, null)
Footnotes (1)
  1. Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of the common stock issued on May 16, 2026 On May 17, 2026, 14,570 performance-based restricted stock units, granted on May 17, 2024, vested Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of the common stock issued on May 17, 2026 Restricted stock units convert into common stock on a one-for-one basis. These restricted stock units vested on May 16, 2026. These restricted stock units vest in two equal annual installments beginning on May 16, 2027.
Performance RSUs vested 14,570 units Performance-based restricted stock units vested on May 17, 2026
Shares withheld for taxes 8,761 shares Tax withholding related to RSU vesting on May 16–17, 2026
Withholding reference price $8.77 per share Value used for tax-withholding dispositions
Post-transaction holdings 36,116 shares Common stock directly held after May 17, 2026 transactions
Exercised RSUs 5,183 units Restricted stock units converted to common stock on May 16, 2026
Remaining RSUs 10,363 units Restricted stock units outstanding after transactions, vesting from May 16, 2027
performance-based restricted stock units financial
"On May 17, 2026, 14,570 performance-based restricted stock units, granted on May 17, 2024, vested"
Performance-based restricted stock units are a type of employee equity award that converts into company shares only if predefined financial or operational targets are met over a set period. Think of it like a bonus check that becomes stock only when specific goals are hit; it ties pay to results, aligning managers’ incentives with shareholders. Investors care because these awards affect future share count, executive incentives, and signal how management’s success will be measured and rewarded.
Restricted stock units financial
"Restricted stock units convert into common stock on a one-for-one basis."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
vesting and settlement financial
"for the tax liability associated with the vesting and settlement of the common stock issued on May 16, 2026"
tax liability financial
"Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement"
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Funke Jerod
(Last)(First)(Middle)
C/O INFUSYSTEM HOLDINGS, INC.
3851 WEST HAMLIN ROAD
(Street)
ROCHESTER HILLS MICHIGAN 48309
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
InfuSystem Holdings, Inc [ INFU ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
EVP-Chief HR Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
05/16/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock18,662D
Common Stock05/16/2026M5,183A$023,845D
Common Stock05/16/2026F(1)2,299D$8.7721,546D
Common Stock05/17/2026A14,570(2)A$036,116D
Common Stock05/17/2026F(3)6,462D$8.7729,654D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(4)05/16/2026M5,183 (5)05/16/2028Common Stock5,183$010,363(6)D
Explanation of Responses:
1. Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of the common stock issued on May 16, 2026
2. On May 17, 2026, 14,570 performance-based restricted stock units, granted on May 17, 2024, vested
3. Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement of the common stock issued on May 17, 2026
4. Restricted stock units convert into common stock on a one-for-one basis.
5. These restricted stock units vested on May 16, 2026.
6. These restricted stock units vest in two equal annual installments beginning on May 16, 2027.
Remarks:
/s/ Kevin Whitman, Attorney-in-Fact for Jerod Funke05/19/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What did InfuSystem (INFU) executive Jerod Funke report in this Form 4?

Jerod Funke reported vesting of restricted stock units and related tax withholding transactions. Performance-based RSUs converted into common stock, and some shares were withheld to cover tax liabilities, increasing his direct stock ownership while not involving open-market purchases or sales.

How many InfuSystem (INFU) restricted stock units vested for Jerod Funke?

A total of 14,570 performance-based restricted stock units vested for Jerod Funke on May 17, 2026. These RSUs were originally granted on May 17, 2024, and converted into an equal number of InfuSystem common shares according to a one-for-one conversion ratio.

Were Jerod Funke’s InfuSystem (INFU) Form 4 transactions open-market trades?

No, the reported transactions were not open-market trades. They involved RSU vesting, derivative exercises, and share withholding to satisfy tax liabilities. Such withholding dispositions reduce shares issued but do not represent discretionary buying or selling in the public market.

How many InfuSystem (INFU) shares were withheld for Jerod Funke’s taxes?

A total of 8,761 InfuSystem common shares were withheld to cover tax liabilities tied to RSU vesting and settlement. This includes 2,299 shares on May 16, 2026, and 6,462 shares on May 17, 2026, both valued at $8.77 per share for reporting purposes.

What is Jerod Funke’s InfuSystem (INFU) stock ownership after these transactions?

Following the reported Form 4 transactions, Jerod Funke directly holds 36,116 shares of InfuSystem common stock. In addition, 10,363 restricted stock units remain outstanding, scheduled to vest in two equal annual installments starting on May 16, 2027, subject to continued service conditions.

What ongoing InfuSystem (INFU) equity awards does Jerod Funke retain?

Jerod Funke retains 10,363 restricted stock units after these transactions. According to the disclosure, these RSUs vest in two equal annual installments beginning on May 16, 2027, and each unit converts into one share of InfuSystem common stock upon vesting and settlement.