InfuSystem CFO reports RSU vesting and tax withholding
InfuSystem Holdings Executive VP and CFO Barry G. Steele reported routine equity compensation activity involving restricted stock units and related tax withholding.
Rhea-AI Filing Summary
InfuSystem Holdings Executive VP and CFO Barry G. Steele reported routine equity compensation activity involving restricted stock units and related tax withholding. On May 17, 2026, 21,323 performance-based restricted stock units granted on May 17, 2024 vested and converted into common shares, increasing his holdings.
Across May 16–18, 2026, Steele exercised restricted stock units covering 7,511 and 8,715 shares of common stock and had 3,275, 9,297 and 3,800 shares withheld to satisfy tax liabilities tied to these vestings. Following these transactions, he directly owned 117,767 shares of InfuSystem common stock. Certain remaining restricted stock units are scheduled to vest in two equal annual installments beginning on May 16, 2027.
Positive
- None.
Negative
- None.
Insider Trade Summary
16,226 shares exercised/converted
Exercise
9 txns
Insider
Steele Barry G
Role
Executive VP and CFO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 8,715 | $0.00 | $0.00 |
| Exercise | Common Stock | 8,715 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 3,800 | $8.90 | $34K |
| Grant/Award | Common Stock | 21,323 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 9,297 | $8.77 | $82K |
| Exercise | Restricted Stock Units | 7,511 | $0.00 | $0.00 |
| Exercise | Common Stock | 7,511 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 3,275 | $8.77 | $29K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 15,020 contracts (Direct);
Common Stock — 214,357 shares (Direct)
Footnotes (7)
- 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, 21,323 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 vest in two equal annual installments beginning on May 16, 2027.
- F7. These restricted stock units cliff vested on May 18, 2026.
Key Figures
Performance RSUs vested: 21,323 units
RSUs exercised May 16, 2026: 7,511 shares
RSUs exercised May 18, 2026: 8,715 shares
+4 more
7 metrics
Performance RSUs vested
21,323 units
Performance-based restricted stock units vested on May 17, 2026
RSUs exercised May 16, 2026
7,511 shares
Restricted stock units converted into common stock on May 16, 2026
RSUs exercised May 18, 2026
8,715 shares
Restricted stock units converted into common stock on May 18, 2026
Shares withheld for taxes
16,372 shares
Tax withholding across three transactions related to vesting settlements
Post-transaction holdings
117,767 shares
Common stock directly owned by CFO after transactions
Future RSU vesting schedule
Two annual installments
Restricted stock units vesting beginning May 16, 2027
RSU conversion ratio
1:1
Restricted stock units convert into common stock on a one-for-one basis
Key Terms
Restricted Stock Units, performance-based restricted stock units, tax liability, withholding, +2 more
6 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, 21,323 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 issued"
withholding financial
"Represents the withholding of the Issuer's common stock for the tax liability"
cliff vested financial
"These restricted stock units cliff vested on May 18, 2026."
vesting financial
"These restricted stock units vest in two equal annual installments beginning on May 16, 2027."
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did INFU CFO Barry G. Steele report?
Barry G. Steele reported equity compensation-related transactions. Between May 16–18, 2026 he exercised restricted stock units into common shares and had shares withheld to cover tax liabilities associated with those vestings, rather than executing open-market purchases or sales.
How many InfuSystem (INFU) restricted stock units vested for the CFO?
21,323 performance-based restricted stock units vested for the CFO. These RSUs were granted on May 17, 2024 and vested on May 17, 2026, converting into an equal number of InfuSystem common shares on a one-for-one basis.
Do the INFU Form 4 transactions involve open-market buying or selling?
The reported transactions do not reflect open-market trades. They consist of restricted stock units vesting and converting into common shares, plus shares withheld by InfuSystem to pay tax liabilities, which is a standard administrative process rather than discretionary market buying or selling.
What is the future vesting schedule for the CFO’s InfuSystem restricted stock units?
Some restricted stock units vest in two equal annual installments. According to the disclosure, these units are scheduled to vest beginning on May 16, 2027, with the second installment one year later, providing ongoing equity-based compensation.
AI-generated analysis. How Rhea-AI works. Not financial advice.
