Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Greystone Housing Impact Investors LPGHI · Entity 624 | Director | October 29, 2025 | November 17, 2025 |
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.
Greystone Housing Impact Investors LP
Report date October 29, 2025 · Filed November 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Beneficial Unit CertificatesSEC Table I · non-derivative | Direct | 24,100 |
Reported balance
After 2025-10-29 transaction · row 1
1 source rowRow 1 · 2025-10-29 · Purchase · Acquired 2,285 · Balance 24,100 |
| Beneficial Unit CertficiatesSEC Table I · non-derivative | Direct | 24,400 |
Reported balance
After 2025-11-03 transaction · row 2
1 source rowRow 2 · 2025-11-03 · Purchase · Acquired 300 · Balance 24,400 |
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 |
|---|---|---|---|---|---|---|
| November 03, 2025 Filed Nov 17, 2025 21:15 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | PurchaseBeneficial Unit Certficiates | 300 | $8.30 | $2,490.00 |
DisclosureSEC source: 0001193125-25-284632 · ownership.xml · nonDerivative · entry 2 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,400 Read SEC document |
| October 29, 2025 Filed Nov 17, 2025 21:15 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | PurchaseBeneficial Unit Certificates | 2,285 | $8.67 | $19,810.95 |
DisclosureSEC source: 0001193125-25-284632 · ownership.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,100 Read SEC document |
| June 23, 2025 Filed Jun 24, 2025 20:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 6,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089471 · ownership.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,815 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-fourth of the aggregate number of restricted units vest on each November 30, 2026, 2027, 2028 and 2029. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-fourth of the aggregate number of restricted units vest on each November 30, 2026, 2027, 2028 and 2029. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 4,638 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029111 · ownership.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,247 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2025, 2026, and 2027. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2025, 2026, and 2027. F2 · balance_after: On March 13, 2024, the GHI Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on March 28, 2024, to be paid at a ratio of 0.00417 BUCs for each BUC outstanding. As a result, the reporting person received 20 BUCs via Direct ownership as of April 30, 2024. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 21:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 2,995 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021232 · ownership.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,589 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2024, 2025, and 2026. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2024, 2025, and 2026. F2 · balance_after: On December 13, 2023, the GHI Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on December 29, 2023, to be paid at a ratio of 0.00415 BUCs for each BUC outstanding. As a result, the reporting person received 20 BUCs as of January 31, 2024. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | Tax withholdingBeneficial Unit Certificates | 1,405 | $16.83 | $23,646.15 |
DisclosureSEC source: 0000950170-23-067783 · ownership.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,574 F1 · balance_after: On June 14, 2023, the GHI Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on June 30, 2023, to be paid at a ratio of 0.00448 BUCs for each BUC outstanding. As a result, the reporting person received 17 BUCs as of July 31, 2023. F2 · balance_after: On September 13, 2023, the GHI Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on September 29, 2023, to be paid at a ratio of 0.00418 BUCs for each BUC outstanding. As a result, the reporting person received 16 BUCs as of October 31, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 2,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014119 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,946 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2023, 2024, and 2025. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-third of the aggregate number of restricted units vest on each November 30, 2023, 2024, and 2025. F2 · balance_after: On December 19, 2022, the GHI Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on December 30, 2022, to be paid at a ratio of 0.0105 BUCs for each BUC outstanding. As a result, the reporting person received 40 BUCs as of January 31, 2023. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 21:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 1,256 | $19.10 | $23,989.60 |
DisclosureSEC source: 0001209191-22-059424 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,161 F1 · balance_after: On September 14, 2022, the ATAX Board of Managers declared a supplemental distribution payable in the form of additional Beneficial Unit Certificates ("BUCs"), payable to all holders of record of BUCs on September 30, 2022, to be paid at a ratio of 0.01044 BUCs for each BUC outstanding. As a result, the reporting person received 30 BUCs as of October 31, 2022. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 20:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044992 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,387 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, 2022, 2023 and 2024. 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, 2022, 2023 and 2024. F2 · balance_after: Retroactively adjusted for the 1-for-3 reverse unit split effected by the Partnership on April 1, 2022. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 13:42 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 2,330 | $6.34 | $14,772.20 |
DisclosureSEC source: 0001209191-21-067395 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,456 Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 12:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039383 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,786 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, 2021, 2022 and 2023. 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, 2021, 2022 and 2023. Read SEC document |
| November 30, 2020 Filed Dec 2, 2020 12:32 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | Tax withholdingBeneficial Unit Certificates | 414 | $4.12 | $1,705.68 |
DisclosureSEC source: 0001209191-20-061015 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,286 Read SEC document |
| August 11, 2020 Filed Aug 12, 2020 14:07 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 5,000 | $4.68 | $23,399.50 |
DisclosureSEC source: 0001209191-20-046293 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,700 Read SEC document |
| March 19, 2020 Filed Mar 23, 2020 20:15 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 5,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020623 · doc4.xml · nonDerivative · entry 1 Baevsky Jeffrey · CIK 0001787607 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 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, 2020, 2021, and 2022. 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, 2020, 2021, and 2022. 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.