InfuSystem EVP Chupa exercises RSUs, covers taxes
InfuSystem Holdings Executive VP and CIO Addam Chupa reported routine equity compensation activity involving restricted stock units and related tax withholding.
Rhea-AI Filing Summary
InfuSystem Holdings Executive VP and CIO Addam Chupa reported routine equity compensation activity involving restricted stock units and related tax withholding. On May 16, 2026, 4,375 restricted stock units converted into common stock on a one-for-one basis, with 1,602 shares withheld at $8.77 per share to cover tax liabilities. On May 17, 2026, 12,184 performance-based restricted stock units granted on May 17, 2024 vested, and 4,460 shares were withheld at $8.77 per share for taxes. On May 18, 2026, an additional 5,447 restricted stock units cliff vested and converted into common stock, with 1,994 shares withheld at $8.90 per share for tax obligations. Following these non-market transactions, Chupa directly held 61,160 shares of InfuSystem common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
9,822 shares exercised/converted
Exercise
9 txns
Insider
Chupa Addam
Role
Executive VP and CIO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 5,447 | $0.00 | $0.00 |
| Exercise | Common Stock | 5,447 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 1,994 | $8.90 | $18K |
| Grant/Award | Common Stock | 12,184 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 4,460 | $8.77 | $39K |
| Exercise | Restricted Stock Units | 4,375 | $0.00 | $0.00 |
| Exercise | Common Stock | 4,375 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 1,602 | $8.77 | $14K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 8,750 contracts (Direct);
Common Stock — 108,370 shares (Direct)
Footnotes (8)
- F1. 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
- F2. On May 17, 2026, 12,184 performance-based restricted stock units, granted on May 17, 2024, vested
- F3. 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
- F4. 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 18, 2026
- F5. Restricted stock units convert into common stock on a one-for-one basis.
- F6. These restricted stock units vested on May 16, 2026.
- F7. These restricted stock units vest in two equal annual installments beginning on May 16, 2027.
- F8. These restricted stock units cliff vested on May 18, 2026.
Key Figures
RSUs vested May 17, 2026: 12,184 units
RSUs converted May 16, 2026: 4,375 units
RSUs converted May 18, 2026: 5,447 units
+4 more
7 metrics
RSUs vested May 17, 2026
12,184 units
Performance-based restricted stock units granted May 17, 2024
RSUs converted May 16, 2026
4,375 units
Restricted stock units converting one-for-one into common stock
RSUs converted May 18, 2026
5,447 units
Restricted stock units cliff vested and converted into common stock
Shares withheld for taxes
8,056 shares
Tax-withholding dispositions across May 16–18, 2026
Tax withholding price May 16–17, 2026
$8.77/share
Common stock price used for tax-withholding dispositions
Tax withholding price May 18, 2026
$8.90/share
Common stock price used for tax-withholding disposition
Shares held after transactions
61,160 shares
Direct InfuSystem common stock holdings as of May 18, 2026
Key Terms
Restricted stock units, tax-withholding disposition, performance-based restricted stock units, cliff vested, +1 more
5 terms
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.
tax-withholding disposition financial
"Represents the withholding of the Issuer's common stock for the tax liability associated with the vesting and settlement."
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
performance-based restricted stock units financial
"On May 17, 2026, 12,184 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.
cliff vested financial
"These restricted stock units cliff vested on May 18, 2026."
derivative security financial
"Exercise or conversion of derivative security."
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did InfuSystem (INFU) executive Addam Chupa report in this Form 4?
Addam Chupa reported vesting and conversion of restricted stock units into InfuSystem common stock, along with share withholding to cover tax liabilities. These filings reflect equity compensation events rather than open-market purchases or sales, and they update his reported ownership position.
How many InfuSystem restricted stock units vested for Addam Chupa?
A total of 12,184 performance-based restricted stock units vested on May 17, 2026, originally granted on May 17, 2024. Additional tranches of 4,375 and 5,447 restricted stock units vested and converted into common stock on May 16 and May 18, 2026, respectively.
Were any of Addam Chupa’s InfuSystem transactions open-market buys or sells?
No, the transactions were coded as option or unit exercises (M), grants (A), and tax-withholding dispositions (F). The filing shows no open-market purchase (P) or sale (S) codes, indicating these movements are compensation and tax events, not discretionary trading.
What do the InfuSystem Form 4 footnotes say about the restricted stock units?
The footnotes explain that restricted stock units convert into common stock on a one-for-one basis and describe specific vesting terms, including performance-based units and cliff vesting. They also clarify that certain share dispositions represent tax withholding obligations, not open-market stock sales.
AI-generated analysis. How Rhea-AI works. Not financial advice.
