organization · Reporting owner
Cypress 2022 Trust dated June 10, 2022
Disclosed activity across 1 company
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Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Bluerock Homes Trust, Inc.
Report date April 01, 2023 · Filed November 13, 2023
Section 16 reporting ended · disclosed 2023-11-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-04-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-04-01 · Sale · Disposed 1,395,853 · Balance 0 F1: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day. |
Filing footnotes · ownership attribution and instrument terms
F1: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2023 Filed Nov 13, 2023 16:04 UTC | Bluerock Homes Trust, Inc. BHM · Entity 6786 | SaleOP Units · Derivative | 1,395,853 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-23-117193 · tm2330345-3_4seq1.xml · derivative · entry 1 Cypress 2022 Trust dated June 10, 2022 · CIK 0001976931 · Former 10% Owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 1,395,853 shares Expires not disclosed F1 · derivative.exercise_price: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day. F1 · price: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day. F1 · derivative.exercise_date: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day. F1 · derivative.expiration_date: On April 1, 2023, in connection with estate-related matters, the Reporting Person sold, to a limited liability company wholly-owned by a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, an aggregate of 1,395,853 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock for the immediately preceding trading day. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.