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 | 12,458 |
Reported balance
After 2025-06-23 transaction · row 1
1 source rowRow 1 · 2025-06-23 · Grant · Acquired 5,376 · Balance 12,458 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: 0000950170-25-089464 · ownership.xml · nonDerivative · entry 1 Jacobsen Robert Keith · CIK 0001989182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,458 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: 0000950170-25-029112 · ownership.xml · nonDerivative · entry 1 Jacobsen Robert Keith · CIK 0001989182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,082 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 4 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: 0000950170-24-021233 · ownership.xml · nonDerivative · entry 1 Jacobsen Robert Keith · CIK 0001989182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,283 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 4 BUCs as of January 31, 2024. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 20:30 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047067 · doc4.xml · nonDerivative · entry 1 Jacobsen Robert Keith · CIK 0001989182 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,032 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. 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.