InfuSystem CEO logs RSU vesting, tax withholding

InfuSystem Holdings President and CEO Carrie Lachance reported routine equity compensation activity involving restricted stock units and related tax withholding.

Rhea-AI Filing Summary

InfuSystem Holdings President and CEO Carrie Lachance reported routine equity compensation activity involving restricted stock units and related tax withholding. On May 17, 2026, 21,855 performance-based restricted stock units granted on May 17, 2024 vested, converting into common stock on a one-for-one basis. On May 16 and May 18, she exercised restricted stock units covering 10,418 and 8,932 shares of common stock, respectively.

To cover tax liabilities from these vesting and settlement events, the issuer withheld 4,100 shares at $8.77, 5,322 shares at $8.77, and 3,515 shares at $8.90 per share. Following these transactions, Lachance directly holds 266,391 shares of common stock. Footnotes state that certain restricted stock units cliff vested on May 18, 2026, while others vest in two equal annual installments beginning May 17, 2027.

Insider Trade Summary

19,350 shares exercised/converted

Exercise 9 txns

Insider Lachance Carrie

Role President and CEO

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	8,932	$0.00	$0.00
Exercise	Common Stock	8,932	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	3,515	$8.90	$31K
Grant/Award	Common Stock	21,855	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	5,322	$8.77	$47K
Exercise	Restricted Stock Units	10,418	$0.00	$0.00
Exercise	Common Stock	10,418	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	4,100	$8.77	$36K
holding	Common Stock	--	--	--

Holdings After Transaction: Restricted Stock Units — 20,832 contracts (Direct); Common Stock — 504,514 shares (Direct)

Footnotes (7)

1. 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
2. F2. On May 17, 2026, 21,855 performance-based restricted stock units, granted on May 17, 2024, vested
3. 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
4. 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
5. F5. Restricted stock units convert into common stock on a one-for-one basis.
6. F6. These restricted stock units vest in two equal annual installments beginning on May 17, 2027.
7. F7. These restricted stock units cliff vested on May 18, 2026.

Key Figures

Performance RSUs vested: 21,855 units RSUs exercised into stock (May 16): 10,418 shares RSUs exercised into stock (May 18): 8,932 shares +5 more

8 metrics

Performance RSUs vested 21,855 units Performance-based restricted stock units vested on May 17, 2026

RSUs exercised into stock (May 16) 10,418 shares Common stock received from RSU exercise on May 16, 2026

RSUs exercised into stock (May 18) 8,932 shares Common stock received from RSU exercise on May 18, 2026

Tax withholding shares (May 16) 4,100 shares at $8.77 Shares withheld to cover tax liability on May 16, 2026

Tax withholding shares (May 17) 5,322 shares at $8.77 Shares withheld to cover tax liability on May 17, 2026

Tax withholding shares (May 18) 3,515 shares at $8.90 Shares withheld to cover tax liability on May 18, 2026

Shares held after transactions 266,391 shares Common stock directly owned following reported transactions

RSUs remaining after exercise 20,832 units Restricted stock units outstanding after May 16, 2026 transaction

Key Terms

Restricted stock units, performance-based restricted stock units, tax liability, 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.

performance-based restricted stock units financial

"On May 17, 2026, 21,855 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.

tax liability financial

"for the tax liability associated with the vesting and settlement of the common stock"

cliff vested financial

"These restricted stock units cliff vested on May 18, 2026."

withholding financial

"Represents the withholding of the Issuer's common stock for the tax liability"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did InfuSystem (INFU) CEO Carrie Lachance report?

Carrie Lachance reported vesting and exercise of restricted stock units and related tax-withholding share dispositions. She received common stock from RSU vesting, while some shares were withheld by the issuer to satisfy associated tax liabilities, reflecting routine compensation-related equity activity.

How many InfuSystem (INFU) restricted stock units vested for the CEO?

On May 17, 2026, 21,855 performance-based restricted stock units granted on May 17, 2024 vested for CEO Carrie Lachance. These RSUs convert into common stock on a one-for-one basis, increasing her equity exposure through stock-based compensation rather than open-market purchases.

How many InfuSystem (INFU) shares did the CEO receive from RSU exercises?

Carrie Lachance exercised restricted stock units into 10,418 shares of common stock on May 16, 2026 and 8,932 shares on May 18, 2026. These derivative exercises reflect conversion of existing awards, not open-market buying, and form part of her compensation package.

Were InfuSystem (INFU) CEO transactions open-market sales or tax withholding?

The dispositions reported were for tax withholding, not open-market sales. The company withheld 4,100 shares at $8.77, 5,322 shares at $8.77, and 3,515 shares at $8.90 to cover tax liabilities from vesting and settlement of common stock issued under restricted stock unit awards.

What is Carrie Lachance’s InfuSystem (INFU) shareholding after these transactions?

After the reported May 2026 transactions, Carrie Lachance directly holds 266,391 shares of InfuSystem common stock. This figure reflects the net result after RSU vesting, derivative exercises into common shares, and shares withheld by the issuer to satisfy related tax obligations.

How do InfuSystem (INFU) restricted stock units convert and vest for the CEO?

Restricted stock units convert into InfuSystem common stock on a one-for-one basis. Some RSUs cliff vested on May 18, 2026, while another tranche vests in two equal annual installments beginning May 17, 2027, providing a staggered equity compensation schedule for the CEO.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/19/2026 - 09:48 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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^*

Lachance Carrie

(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)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	President and CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/16/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock								238,123	D
Common Stock	05/16/2026		M		10,418	A	$0	248,541	D
Common Stock	05/16/2026		F(1)		4,100	D	$8.77	244,441	D
Common Stock	05/17/2026		A		21,855(2)	A	$0	266,296	D
Common Stock	05/17/2026		F(3)		5,322	D	$8.77	260,974	D
Common Stock	05/18/2026		M		8,932	A	$0	269,906	D
Common Stock	05/18/2026		F(4)		3,515	D	$8.9	266,391	D

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(5)	05/16/2026		M			10,418	05/16/2026	05/16/2028	Common Stock	10,418	$0	20,832(6)	D
Restricted Stock Units	(5)	05/18/2026		M			8,932	(7)	05/18/2026	Common Stock	8,932	$0	0	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, 21,855 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. 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

5. Restricted stock units convert into common stock on a one-for-one basis.

6. These restricted stock units vest in two equal annual installments beginning on May 17, 2027.

7. These restricted stock units cliff vested on May 18, 2026.

Remarks:

	/s/ Kevin Whitman, Attorney-in-Fact for Carrie Lachance	05/19/2026
	** Signature of Reporting Person	Date
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)