Reported relationships
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.
Greystone Housing Impact Investors LP
Report date September 10, 2019 · Filed September 12, 2019
Section 16 reporting ended · disclosed 2019-09-12. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Beneficial Unit CertificatesSEC Table I · non-derivative | Direct | 108,616 |
Reported balance
After 2019-09-10 transaction · row 1
1 source rowRow 1 · 2019-09-10 · Tax withholding · Disposed 24,481 · Balance 108,616 |
| Beneficial Unit CertificatesSEC Table I · non-derivative | IndirectBy Burlington Capital LLC | 464,992 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 464,992 F1: Ms. Roskens has a beneficial ownership interest in, and is a Manager, Chairman, President and Chief Executive Officer of Burlington Capital LLC and is deemed to have a pecuniary interest in the Beneficial Unit Certificates due to her ownership interest in Burlington Capital LLC. |
| Beneficial Unit CertificatesSEC Table I · non-derivative | IndirectBy Self as Trustee for Mary Carolyn Roskens Trust | 2,687 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,687 |
| Beneficial Unit CertificatesSEC Table I · non-derivative | IndirectBy Self for Charles Michael Roskens Trust | 2,687 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,687 |
| Beneficial Unit CertificatesSEC Table I · non-derivative | IndirectBy Self Emp Retirement Plan | 5,965 |
Reported balance
Holding disclosure · report date 2019-09-10 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,965 |
Filing footnotes · ownership attribution and instrument terms
F1: Ms. Roskens has a beneficial ownership interest in, and is a Manager, Chairman, President and Chief Executive Officer of Burlington Capital LLC and is deemed to have a pecuniary interest in the Beneficial Unit Certificates due to her ownership interest in Burlington Capital LLC.
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 |
|---|---|---|---|---|---|---|
| September 10, 2019 Filed Sep 12, 2019 20:49 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 24,481 | $7.55 | $184,831.55 |
DisclosureSEC source: 0001209191-19-049340 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,616 Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 20:34 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 44,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048541 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,097 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2019, 2020, and 2021. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2019, 2020, and 2021. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 20:04 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 3,791 | $5.62 | $21,305.42 |
DisclosureSEC source: 0001209191-19-000817 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,597 Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:47 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 7,681 | $5.59 | $42,936.79 |
DisclosureSEC source: 0001209191-18-060893 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,388 Read SEC document |
| September 05, 2018 Filed Sep 7, 2018 17:42 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | SaleBeneficial Unit Certificates | 8,500 | $5.87 | $49,900.10 |
DisclosureSEC source: 0001209191-18-050013 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,069 Read SEC document |
| August 27, 2018 Filed Sep 7, 2018 17:42 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 5,965 | $5.95 | $35,461.93 |
DisclosureSEC source: 0001209191-18-050013 · doc4.xml · nonDerivative · entry 4 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self Emp Retirment Plan Disclosed balance after: 5,965 Read SEC document |
| May 24, 2018 Filed May 25, 2018 12:26 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 8,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-033293 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,569 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2018, 2019, and 2020. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2018, 2019, and 2020. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 12:57 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 30,158 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021196 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,727 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2018, 2019, and 2020. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2018, 2019, and 2020. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 17:06 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 4,177 | $6.05 | $25,270.85 |
DisclosureSEC source: 0001209191-18-000561 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,569 Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 20:14 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GiftBeneficial Unit Certificates | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064165 · doc4.xml · nonDerivative · entry 4 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for Charles Michael Roskens Trust Disclosed balance after: 2,687 F2 · kind: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · shares: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · price: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · ownership.nature: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. Read SEC document |
| December 05, 2017 Filed Dec 6, 2017 20:14 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GiftBeneficial Unit Certificates | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-064165 · doc4.xml · nonDerivative · entry 3 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Self as Trustee for Mary Carolyn Roskens Trust Disclosed balance after: 2,687 F2 · kind: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · shares: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · price: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F2 · ownership.nature: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust and the Charles Michael Roskens Trust as a bona fide gift from Michael B. Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. Read SEC document |
| November 30, 2017 Filed Dec 4, 2017 21:19 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 311 | $6.15 | $1,912.65 |
DisclosureSEC source: 0001209191-17-063536 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,746 Read SEC document |
| May 24, 2017 Filed May 24, 2017 20:53 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 15,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-035016 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,057 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2017, 2018, and 2019. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2017, 2018, and 2019. Read SEC document |
| May 17, 2017 Filed May 19, 2017 21:26 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GiftBeneficial Unit Certificates | 3,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-034006 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trustee for Mary Carolyn Roskens Trust and Charles Michael Roskens Trust Disclosed balance after: 3,704 F1 · kind: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · shares: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · price: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · acquired: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · balance_after: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · ownership.direct: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. F1 · ownership.nature: The Beneficial Unit Certificates were received by the Mary Carolyn Roskens Trust (1,852 units) and the Charles Michael Roskens Trust (1,852 units) as a bona fide gift from Michael Yanney. Lisa Y. Roskens is the Trustee for each of the Trusts and has Voting Power for each. As such, she is deemed to have a pecuniary interest in the Beneficial Unit Certificates held by each Trust. Read SEC document |
| March 21, 2017 Filed Mar 23, 2017 20:00 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 24,162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-022553 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,719 F1 · security: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2017, 2018, and 2019. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 22:29 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 4,177 | $5.40 | $22,555.80 |
DisclosureSEC source: 0001209191-17-001249 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,557 Read SEC document |
| November 17, 2016 Filed Nov 21, 2016 18:25 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 4,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-151388 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,734 F1 · security: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of shares of restricted units vest on each December 31, 2016, 2017, and 2018. Read SEC document |
| September 26, 2016 Filed Sep 28, 2016 22:28 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 33,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-143068 · doc4.xml · nonDerivative · entry 1 ROSKENS LISA Y · CIK 0001243167 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,986 F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. One-third of the aggregate number of shares of restricted units vest on each December 31, 2016, 2017, and 2018. 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.