SEC ownership of InfuSystem Holdings, Inc

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001337013.

Comparable stake leader

BlackRock, Inc.

Disclosed value leader

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
30 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001337013
Issuer location
Rochester Hills, MI

Ownership snapshot

Top shareholders of InfuSystem Holdings, Inc (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
BlackRock, Inc.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F 13D/G 3/4/5 Lead comparable stake: 6.4% 13D/G row: BlackRock, Inc. Showing 1-8 of 50 holder rows.

Quick read

BlackRock, Inc. leads the comparable SEC ownership view at 6.4%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership Top 5
BlackRock, Inc. 6.4%
Minerva Advisors LLC 5.3%
Acuitas Investments, LLC 4.8%
SANSONE ADVISORS, LLC 4.7%
VANGUARD GROUP INC 4.6%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
BlackRock, Inc.
13F 13D/G
Company
6.4%
from 13D/G
$15,299,256
1,585,415 shares
30 Jun 2026
Minerva Advisors LLC
13F 13D/G
Company
5.3%
from 13D/G
$13,014,154
1,348,617 shares
30 Jun 2026
Acuitas Investments, LLC
13D/G
4.8%
$5,145,070
1,029,014 shares
$0 30 Sep 2024
SANSONE ADVISORS, LLC
13D/G
Christopher Sansone
4.7%
$4,988,215
997,643 shares
$0 21 Jan 2025
VANGUARD GROUP INC
13D/G
The Vanguard Group
4.6%
$5,975,661
957,638 shares
$0 30 Jun 2025
AWM Investment Company, Inc.
13D/G
2.8%
$5,818,756
561,656 shares
-$7,362,230 30 Sep 2025
Richard Dilorio
3/4/5
Chief Executive Officer, Director
2.2%
$2,754,738
447,925 shares
17 May 2025
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
13F
Company
13F
4.2%
$8,055,337
834,750 shares
30 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to buying over the last 12 months. Net value: +$94,753.

Buys
$150,375
Insiders: 3
Sells
$55,622
Insiders: 1
Net
+$94,753
Shares: +11,312
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 17,064 Shares: 5,752
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 0 $0 $0 $0
3-6 17,064 0 $150,375 $0 +$150,375
6-9 0 0 $0 $0 $0
9-12 0 5,752 $0 $55,622 -$55,622

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-19 of 19 reporting-owner rows connected to InfuSystem Holdings, Inc. Open a relationship link for the CIK-to-CIK filing trail.

Rows
19
Largest Forms 3/4/5 holder
Scott Shuda
Net 12M change
+$94,753
Latest report
16 May 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Scott Shuda Director $3,735,173 -$55,622 -1.5% Mixed 12 May 2026
Richard Dilorio Chief Executive Officer, Director $2,754,738 Mixed 17 May 2025
Christopher R. Sansone Director $2,552,898 Mixed 17 Feb 2022
Carrie Lachance President and CEO, Director $2,458,788 +$26,120 +1.1% Mixed 16 May 2026
Barry G. Steele Executive VP and CFO $1,273,394 +$79,855 +6.7% Mixed 16 May 2026
Darrell B. Montgomery Director $835,935 Mixed 18 May 2021
Paul A. Gendron Director $759,578 +$44,400 +6.2% Mixed 12 May 2026
Addam Chupa Executive VP and CIO $734,725 Mixed 16 May 2026
R. Rimmy Malhotra Director $688,104 Mixed 06 Sep 2023
Jeannine Sheehan Chief Administrative Officer $409,081 Mixed 20 May 2022
Jerod Funke EVP-Chief HR Officer $358,331 Mixed 16 May 2026
Thomas Mark Ruiz Chief Commercial Officer $331,752 Mixed 01 Sep 2022
Ralph F. Boyd Director $120,448 Mixed 23 May 2024
SVIOKLA JOHN J Director $92,300 Mixed 12 May 2026
Kenneth D. Eichenbaum Director $55,380 Mixed 12 May 2026
Hundzinski Ronald T. Director $46,150 Mixed 12 May 2026
Kevin Whitman VP and Controller $43,782 Mixed 06 Sep 2022
Beverly A. Huss Director $39,689 Mixed 12 May 2026
Gregg O Lehman Director $3,490 Mixed 16 Jun 2023

Recent insider transactions for InfuSystem Holdings, Inc

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
Barry G. Steele INFU Common Stock Tax liability -3.13% -3,800 117,767 18 May 2026 Direct
Barry G. Steele INFU Common Stock Options Exercise 7.72% 8,715 121,567 18 May 2026 Direct
Barry G. Steele INFU Restricted Stock Units Options Exercise -100% -8,715 0 18 May 2026 Direct
Carrie Lachance INFU Common Stock Tax liability -1.3% -3,515 266,391 18 May 2026 Direct
Carrie Lachance INFU Common Stock Options Exercise 3.42% 8,932 269,906 18 May 2026 Direct
Carrie Lachance INFU Restricted Stock Units Options Exercise -100% -8,932 0 18 May 2026 Direct
Addam Chupa INFU Common Stock Tax liability -3.16% -1,994 61,160 18 May 2026 Direct
Addam Chupa INFU Common Stock Options Exercise 9.44% 5,447 63,154 18 May 2026 Direct
Addam Chupa INFU Restricted Stock Units Options Exercise -100% -5,447 0 18 May 2026 Direct
Barry G. Steele INFU Common Stock Tax liability -7.61% -9,297 112,852 17 May 2026 Direct
Barry G. Steele INFU Common Stock Award 21.2% 21,323 122,149 17 May 2026 Direct
Jerod Funke INFU Common Stock Tax liability -17.9% -6,462 29,654 17 May 2026 Direct
Jerod Funke INFU Common Stock Award 67.6% 14,570 36,116 17 May 2026 Direct
Carrie Lachance INFU Common Stock Tax liability -2% -5,322 260,974 17 May 2026 Direct
Carrie Lachance INFU Common Stock Award 8.94% 21,855 266,296 17 May 2026 Direct
Addam Chupa INFU Common Stock Tax liability -7.17% -4,460 57,707 17 May 2026 Direct
Addam Chupa INFU Common Stock Award 24.4% 12,184 62,167 17 May 2026 Direct
Barry G. Steele INFU Common Stock Tax liability -3.15% -3,275 100,826 16 May 2026 Direct
Barry G. Steele INFU Common Stock Options Exercise 7.78% 7,511 104,101 16 May 2026 Direct
Barry G. Steele INFU Restricted Stock Units Options Exercise -33.3% -7,511 15,020 16 May 2026 Direct
Jerod Funke INFU Common Stock Tax liability -9.64% -2,299 21,546 16 May 2026 Direct
Jerod Funke INFU Common Stock Options Exercise 27.8% 5,183 23,845 16 May 2026 Direct
Jerod Funke INFU Restricted Stock Units Options Exercise -33.3% -5,183 10,363 16 May 2026 Direct
Carrie Lachance INFU Common Stock Tax liability -1.65% -4,100 244,441 16 May 2026 Direct
Carrie Lachance INFU Common Stock Options Exercise 4.38% 10,418 248,541 16 May 2026 Direct
Carrie Lachance INFU Restricted Stock Units Options Exercise -33.3% -10,418 20,832 16 May 2026 Direct
Addam Chupa INFU Common Stock Tax liability -3.11% -1,602 49,983 16 May 2026 Direct
Addam Chupa INFU Common Stock Options Exercise 9.27% 4,375 51,585 16 May 2026 Direct
Addam Chupa INFU Restricted Stock Units Options Exercise -33.3% -4,375 8,750 16 May 2026 Direct
Ronald T. Hundzinski INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Scott Shuda INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Sviokla John J INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Addam Chupa INFU Restricted Stock Units Award 9,973 9,973 12 May 2026 Direct
Addam Chupa INFU Stock Option (right to buy) Award 20,777 20,777 12 May 2026 Direct
Beverly A. Huss INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Paul A. Gendron INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Barry G. Steele INFU Restricted Stock Units Award 17,121 17,121 12 May 2026 Direct
Barry G. Steele INFU Stock Option (right to buy) Award 35,668 35,668 12 May 2026 Direct
Carrie Lachance INFU Restricted Stock Units Award 29,816 29,816 12 May 2026 Direct
Carrie Lachance INFU Stock Option (right to buy) Award 62,117 62,117 12 May 2026 Direct
Jerod Funke INFU Restricted Stock Units Award 11,478 11,478 12 May 2026 Direct
Jerod Funke INFU Stock Option (right to buy) Award 23,913 23,913 12 May 2026 Direct
Kenneth D. Eichenbaum INFU Stock Option (right to buy) Award 24,890 24,890 12 May 2026 Direct
Carrie Lachance INFU Common Stock Purchase 0.42% $8,460 $8.46 1,000 238,123 11 May 2026 Direct
Paul A. Gendron INFU Common Stock Purchase 7.69% $44,400 $8.88 5,000 70,000 08 May 2026 Direct
Carrie Lachance INFU Common Stock Purchase 0.85% $17,660 $8.83 2,000 237,123 08 May 2026 Direct
Barry G. Steele INFU Common Stock Purchase 7.81% $60,949 $8.71 7,000 96,590 08 May 2026 Direct
Barry G. Steele INFU Common Stock Purchase 2.4% $18,906 $9.16 2,064 88,000 02 Mar 2026 Direct
Jerod Funke INFU Common Stock Tax liability -16.4% -3,669 18,662 09 Oct 2025 Direct
Jerod Funke INFU Common Stock Options Exercise 127.2% 12,500 22,331 09 Oct 2025 Direct
* marks a reported price that did not pass the local price check.
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