Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Greystone Housing Impact Investors LPGHI · Entity 624 | Director | June 23, 2025 | June 24, 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 June 23, 2025 · Filed June 24, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Beneficial Unit CertificatesSEC Table I · non-derivative | Direct | 19,701 |
Reported balance
After 2025-06-23 transaction · row 1
1 source rowRow 1 · 2025-06-23 · Grant · Acquired 5,376 · Balance 19,701 F1: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-half of the aggregate number of restricted units vest on each November 30, 2026 and 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-half of the aggregate number of restricted units vest on each November 30, 2026 and 2027.
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 |
|---|---|---|---|---|---|---|
| June 23, 2025 Filed Jun 24, 2025 20:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 5,376 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089465 · ownership.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,701 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-half of the aggregate number of restricted units vest on each November 30, 2026 and 2027. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. One-half of the aggregate number of restricted units vest on each November 30, 2026 and 2027. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 21:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 3,795 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029113 · ownership.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,325 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2025. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2025. 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 34 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 | 2,247 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021238 · ownership.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,496 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2024. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2024. 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 34 BUCs as of January 31, 2024. F3 · 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 25 BUCs as of October 31, 2023. F4 · 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 27 BUCs as of July 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 | 2,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014117 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,163 F1 · kind: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2023. F1 · shares: Restricted units granted pursuant to the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan. The restricted units vest on November 30, 2023. F2 · balance_after: On September 14, 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 September 30, 2022, to be paid at a ratio of 0.01044 BUCs for each BUC outstanding. As a result, the reporting person received 39 BUCs as of October 31, 2022. F3 · balance_after: On December 19, 2022, the GHI Board of Managers declared a supplemental distribution payable in the form of additional 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 63 BUCs as of January 31, 2023. Read SEC document |
| October 20, 2022 Filed Oct 21, 2022 12:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 555 | $18.00 | $9,990.00 |
DisclosureSEC source: 0001209191-22-054230 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,998 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 20:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 1,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044996 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,443 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2022. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2022. Read SEC document |
| July 21, 2022 Filed Jul 22, 2022 20:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 524 | $19.07 | $9,992.68 |
DisclosureSEC source: 0001209191-22-043001 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,826 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| April 21, 2022 Filed Apr 22, 2022 21:36 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 551 | $18.13 | $9,989.63 |
DisclosureSEC source: 0001209191-22-025419 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,302 F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. F2 · balance_after: Retroactively adjusted for the 1-for-3 reverse unit split effected by the Partnership on April 1, 2022. Read SEC document |
| January 20, 2022 Filed Jan 21, 2022 21:05 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 1,497 | $6.68 | $9,999.96 |
DisclosureSEC source: 0001209191-22-004388 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,253 F1 · kind: The transaction reported in this Form 4 was affected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 17, 2021. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 12:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 5,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039382 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,756 F1 · kind: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2021. F1 · shares: Restricted units granted pursuant to the America First Multifamily Investors, L.P. 2015 Equity Incentive Plan. The restricted units vest on November 30, 2021. Read SEC document |
| May 10, 2021 Filed May 11, 2021 12:00 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 1,339 | $6.20 | $8,302.60 |
DisclosureSEC source: 0001209191-21-031475 · doc4.xml · nonDerivative · entry 1 Wilson Deborah A · CIK 0001503838 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,339 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.