Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FS Investment Corp IIINONE · Entity 16526 | Chief Financial Officer | October 30, 2019 | October 30, 2019 |
| FS Investment Corp IVNONE · Entity 152998 | Chief Financial Officer | October 30, 2019 | October 30, 2019 |
| FS KKR Capital CorpFSK · Entity 776 | Chief Financial Officer | June 10, 2021 | September 02, 2021 |
| FS KKR Capital Corp. IINONE · Entity 138043 | Chief Financial Officer | October 30, 2019 | October 30, 2019 |
| Greystone Housing Impact Investors LPGHI · Entity 624 | Director | June 23, 2025 | June 24, 2025 |
| KKR FS Income TrustNONE · Entity 15311 | Chief Financial Officer | May 29, 2023 | May 30, 2023 |
| KKR FS Income Trust SelectNONE · Entity 15233 | Chief Financial Officer | June 07, 2023 | June 07, 2023 |
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.
FS Investment Corp III
Report date October 30, 2019 · Filed October 30, 2019
This filing explicitly reported no securities owned.
FS Investment Corp IV
Report date October 30, 2019 · Filed October 30, 2019
This filing explicitly reported no securities owned.
FS KKR Capital Corp
Report date June 10, 2021 · Filed September 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,448 |
Reported balance
After 2021-06-10 transaction · row 1
1 source rowRow 1 · 2021-06-10 · Purchase · Acquired 50,448 · Balance 50,448 F1: Represents common stock granted by Franklin Square Holdings, L.P. to the reporting person in connection with his service as an officer of FS KKR Capital Corp. The vested portion of the grant, consisting of 10,090 shares, was transferred to the reporting person as of August 31, 2021. The remainder vests in equal installments on January 1 of each of the next 4 years, subject to Mr. Lilly's continuing employment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock granted by Franklin Square Holdings, L.P. to the reporting person in connection with his service as an officer of FS KKR Capital Corp. The vested portion of the grant, consisting of 10,090 shares, was transferred to the reporting person as of August 31, 2021. The remainder vests in equal installments on January 1 of each of the next 4 years, subject to Mr. Lilly's continuing employment.
FS KKR Capital Corp. II
Report date October 30, 2019 · Filed October 30, 2019
This filing explicitly reported no securities owned.
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 | 21,320 |
Reported balance
After 2025-06-23 transaction · row 1
1 source rowRow 1 · 2025-06-23 · Grant · Acquired 6,270 · Balance 21,320 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.
KKR FS Income Trust
Report date May 29, 2023 · Filed May 30, 2023
This filing explicitly reported no securities owned.
KKR FS Income Trust Select
Report date June 07, 2023 · Filed June 07, 2023
This filing explicitly reported no securities owned.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Barings BDC, Inc.
Report date July 31, 2018 · Filed August 02, 2018
Section 16 reporting ended · disclosed 2018-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 256,818 |
Reported balance
After 2018-07-31 transaction · row 1
1 source rowRow 1 · 2018-07-31 · Tax withholding · Disposed 51,804 · Balance 256,818 |
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 | 6,270 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089467 · ownership.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,320 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 | 4,426 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-029122 · ownership.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,050 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 33 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 | 2,544 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-021235 · ownership.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,591 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 33 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 23 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 25 BUCs as of July 31, 2023. Read SEC document |
| February 27, 2023 Filed Mar 1, 2023 21:31 UTC | Greystone Housing Impact Investors LP GHI · Entity 624 | GrantBeneficial Unit Certificates | 2,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014125 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,966 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 38 BUCs as 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 58 BUCs as of January 31, 2023. Read SEC document |
| August 08, 2022 Filed Aug 9, 2022 20:31 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 1,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045001 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,534 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. F2 · balance_after: Retroactively adjusted for the 1-for-3 reverse unit split effected by the Partnership on April 1, 2022. Read SEC document |
| June 10, 2021 Filed Sep 2, 2021 18:30 UTC | FS KKR Capital Corp FSK · Entity 776 | PurchaseCommon Stock | 50,448 | $0.00 | $0.00 |
DisclosureSEC source: 0001387131-21-009195 · lilly-form4_061021.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,448 F1 · shares: Represents common stock granted by Franklin Square Holdings, L.P. to the reporting person in connection with his service as an officer of FS KKR Capital Corp. The vested portion of the grant, consisting of 10,090 shares, was transferred to the reporting person as of August 31, 2021. The remainder vests in equal installments on January 1 of each of the next 4 years, subject to Mr. Lilly's continuing employment. F1 · price: Represents common stock granted by Franklin Square Holdings, L.P. to the reporting person in connection with his service as an officer of FS KKR Capital Corp. The vested portion of the grant, consisting of 10,090 shares, was transferred to the reporting person as of August 31, 2021. The remainder vests in equal installments on January 1 of each of the next 4 years, subject to Mr. Lilly's continuing employment. Read SEC document |
| June 09, 2021 Filed Jun 10, 2021 12:30 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 6,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-039381 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 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 |
| March 19, 2020 Filed Mar 23, 2020 20:15 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | GrantBeneficial Unit Certificates | 4,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-020627 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,750 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, 2020. 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, 2020. Read SEC document |
| July 31, 2018 Filed Aug 2, 2018 16:37 UTC | Barings BDC, Inc. TCAP · Entity 4971 | Tax withholdingCommon Stock | 51,804 | $12.00 | $621,648.00 |
DisclosureSEC source: 0001209191-18-044981 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,818 Read SEC document |
| February 08, 2018 Filed Feb 9, 2018 17:07 UTC | Barings BDC, Inc. TCAP · Entity 4971 | GrantCommon Stock | 53,000 | $10.68 | $566,040.00 |
DisclosureSEC source: 0001209191-18-008919 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308,622 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 16:56 UTC | Barings BDC, Inc. TCAP · Entity 4971 | Tax withholdingCommon Stock | 17,836 | $10.25 | $182,819.00 |
DisclosureSEC source: 0001209191-18-007906 · doc4.xml · nonDerivative · entry 2 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,622 F1 · balance_after: Includes 1,285 shares of common stock received in 2017 pursuant to Triangle Capital Corporation's Dividend Reinvestment Plan. Read SEC document |
| March 31, 2017 Filed Feb 6, 2018 16:56 UTC | Barings BDC, Inc. TCAP · Entity 4971 | GiftCommon Stock | 3,110 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-007906 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,173 Read SEC document |
| February 06, 2017 Filed Feb 7, 2017 16:09 UTC | Barings BDC, Inc. TCAP · Entity 4971 | Tax withholdingCommon Stock | 17,351 | $19.67 | $341,294.17 |
DisclosureSEC source: 0001209191-17-008295 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,283 Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 16:06 UTC | Barings BDC, Inc. TCAP · Entity 4971 | GrantCommon Stock | 45,000 | $19.25 | $866,250.00 |
DisclosureSEC source: 0001209191-17-007567 · doc4.xml · nonDerivative · entry 3 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 292,634 F1 · balance_after: Includes 1,014 shares of common stock received in 2016 pursuant to Triangle Capital Corporation's Dividend Reinvestment Plan. Read SEC document |
| March 09, 2016 Filed Feb 3, 2017 16:06 UTC | Barings BDC, Inc. TCAP · Entity 4971 | GiftCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007567 · doc4.xml · nonDerivative · entry 2 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,620 Read SEC document |
| March 08, 2016 Filed Feb 3, 2017 16:06 UTC | Barings BDC, Inc. TCAP · Entity 4971 | GiftCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-007567 · doc4.xml · nonDerivative · entry 1 LILLY STEVEN C · CIK 0001158392 · Director · CFO and Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,950 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.