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 | 23,740 |
Reported balance
After 2025-06-23 transaction · row 1
1 source rowRow 1 · 2025-06-23 · Grant · Acquired 6,568 · Balance 23,740 F1: 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. |
| Beneficial Unit CertificatesSEC Table I · non-derivative | IndirectBy IRA | 14,709 |
Reported balance
Holding disclosure · report date 2025-06-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 14,709 |
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-fourth of the aggregate number of restricted units vest on each November 30, 2026, 2027, 2028 and 2029.
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 | 6,568 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-089468 · ownership.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,740 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: 0000950170-25-029123 · ownership.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,172 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 28 BUCs via Direct ownership and 61 via Indirect owership, 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: 0000950170-24-021234 · ownership.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,506 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 28 BUCs via Direct ownership and 60 BUCs via Indirect ownership, 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 18 BUCs via Direct ownership and 60 BUCs via Indirect ownership, 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 19 BUCs via Direct ownership and 64 BUCs via Indirect ownership, 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 | 2,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014121 · doc4.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,446 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 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 21 BUCs via Direct ownership and 147 BUCs via Indirect ownership, 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 45 BUCs via Direct ownership and 150 BUCs via Indirect ownership, 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 | 2,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-045005 · doc4.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 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 |
| 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: 0001209191-21-039380 · doc4.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 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 |
| August 19, 2020 Filed Aug 24, 2020 21:01 UTC | Greystone Housing Impact Investors LP ATAX · Entity 624 | PurchaseBeneficial Unit Certificates | 42,500 | $4.66 | $198,198.75 |
DisclosureSEC source: 0001209191-20-048109 · doc4.xml · nonDerivative · entry 2 ROSENBERG STEPHEN · CIK 0001284961 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 42,500 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: 0001209191-20-020630 · doc4.xml · nonDerivative · entry 1 ROSENBERG STEPHEN · CIK 0001284961 · 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.