InfuSystem director reports 20K-share transfer
Director-related entities restructured an indirect holding of INFU stock via a 20,000-share non-cash distribution while maintaining substantial direct and indirect positions.
Rhea-AI Filing Summary
InfuSystem Holdings, Inc (INFU) reported a Form 4 for director Scott Shuda reflecting an indirect disposition of 20,000 shares of Common Stock on September 10, 2026, classified as an "other" non-cash transaction. The shares were distributed by Meridian OHC Partners, LP to one limited partner, and are held through entities over which Mr. Shuda has voting and dispositive power but for which he disclaims beneficial ownership for Rule 13d-3 purposes. After this transaction, 278,383 shares are reported as indirectly held and 94,000 shares as directly held. No trades are reported under a Rule 10b5-1 plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 20,000 shares
Other
2 txns
Insider
Shuda Scott
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock F1 | 20,000 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 278,383 shares (Indirect, Footnote 1);
Common Stock — 94,000 shares (Direct)
Footnotes (1)
- 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.
Key Figures
Indirect shares disposed: 20,000 shares
Indirect holdings after transaction: 278,383 shares
Direct holdings after transaction: 94,000 shares
+2 more
5 metrics
Indirect shares disposed
20,000 shares
Non-cash distribution on September 10, 2026 by Meridian OHC Partners, LP
Indirect holdings after transaction
278,383 shares
Common Stock indirectly held after September 10, 2026 transaction
Direct holdings after transaction
94,000 shares
Common Stock directly held by Scott Shuda after the reported date
Transaction price per share
$0.00
Indicates a non-cash distribution for the 20,000-share transaction
Transactions coded as restructuring
1 transaction
Other acquisition or disposition (code J) involving 20,000 shares
Key Terms
Rule 13d-3, disclaims beneficial ownership, voting and dispositive power, non-cash transaction, +1 more
5 terms
Rule 13d-3 regulatory
"disclaims beneficial ownership for purposes of Rule 13d-3"
Rule 13d-3 defines who is treated as the beneficial owner of a company’s shares for U.S. securities disclosure rules — essentially anyone who has the power to vote or direct how shares are voted, or the power to buy or sell them, even if they don’t hold the certificates. For investors this matters because crossing certain ownership thresholds triggers public filing and disclosure obligations and signals potential control or influence, much like having the keys to a car implies you can drive it even if it’s registered to someone else.
disclaims beneficial ownership regulatory
"Mr. Shuda disclaims beneficial ownership for purposes of Rule 13d-3"
voting and dispositive power financial
"Mr. Shuda holds voting and dispositive power over the Common Stock"
non-cash transaction financial
"distributing 20,000 shares, in a non-cash transaction, to one limited partner"
limited partner financial
"distributing 20,000 shares, in a non-cash transaction, to one limited partner"
A limited partner is an investor in a pooled investment vehicle—such as a private equity, venture capital, or real estate fund—who provides capital but does not take part in day‑to‑day management and whose financial responsibility is capped at the amount invested. For investors, being a limited partner matters because it defines how much control they have, how much risk they bear, and how returns are distributed; think of a limited partner as a silent co‑owner who shares in profits and losses while leaving operations to the fund managers.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What transaction did INFU director Scott Shuda report on this Form 4?
He reported an indirect disposition of 20,000 shares of InfuSystem Holdings, Inc. Common Stock on September 10, 2026, categorized as an "other" non-cash transaction involving a distribution by Meridian OHC Partners, LP to one limited partner.
Were the INFU transactions made under a Rule 10b5-1 trading plan?
The filing indicates no Rule 10b5-1 trading plan; the document-level checkbox for such a plan is marked false, and the footnotes do not state that the transactions were made pursuant to a pre-arranged plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
