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Greystone Housing Impact Investors SEC Filings

GHI NYSE

Welcome to our dedicated page for Greystone Housing Impact Investors SEC filings (Ticker: GHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tax-exempt mortgage revenue bonds sound straightforward until you open Greystone Housing Impact Investors LP’s 300-page 10-K and face layers of yield calculations, swap accounting, and state-level housing authority covenants. Investors regularly ask, “Where can I find Greystone Housing Impact Investors LP’s quarterly earnings report 10-Q filing?” or “How do I track Greystone Housing Impact Investors LP insider trading Form 4 transactions before the next distribution?” This page removes that friction.

Stock Titan’s AI reads every disclosure the moment it hits EDGAR, delivering plain-English summaries for understanding Greystone Housing Impact Investors LP SEC documents with AI. Need the annual report? Our platform flags how bond cash flows pass through taxable income in the Greystone Housing Impact Investors LP annual report 10-K simplified. Watching liquidity? The Greystone Housing Impact Investors LP 8-K material events explained section highlights new bond issuances or property sales within minutes. And if executive units change hands, real-time alerts surface Greystone Housing Impact Investors LP Form 4 insider transactions real-time, so you never miss a move.

Use the information the way professionals do: 1) Compare segment net interest margins across affordable-multifamily and seniors housing in the latest Greystone Housing Impact Investors LP earnings report filing analysis; 2) Monitor distribution coverage ratios before reinvesting; 3) Review the Greystone Housing Impact Investors LP proxy statement executive compensation to see how management incentives align with dividend policy; 4) Track Greystone Housing Impact Investors LP executive stock transactions Form 4 against bond portfolio shifts. All filings appear in one feed, updated in seconds, with AI-powered summaries, keyword search, and downloadable tables that transform raw disclosures into actionable context.

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Kenneth Rogozinski, Chief Executive Officer of Greystone Housing Impact Investors LP (GHI), received a significant equity grant on June 23, 2025. The transaction involved 38,344 restricted Beneficial Unit Certificates awarded at $0 cost under the company's Amended and Restated 2015 Equity Incentive Plan.

Key details of the grant:

  • Vesting Schedule: Equal installments of 25% each on November 30 of 2026, 2027, 2028, and 2029
  • Post-transaction holdings: 166,733 units held directly and 61,164 units held indirectly through an IRA
  • Total beneficial ownership: 227,897 units

This equity award appears to be part of the executive compensation strategy, aligning the CEO's interests with long-term shareholder value through a four-year vesting period.

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Director Jeffrey Baevsky of Greystone Housing Impact Investors LP has been granted 6,568 restricted units on June 23, 2025, under the company's Amended and Restated 2015 Equity Incentive Plan.

Key details of the grant:

  • Transaction type: Acquisition at $0 price
  • Vesting schedule: Units vest in four equal installments on November 30 of 2026, 2027, 2028, and 2029
  • Post-transaction holdings: 21,815 units held directly

This equity compensation grant aligns the director's interests with shareholders through a long-term vesting schedule spanning four years. The Form 4 filing complies with SEC regulations requiring disclosure of insider transactions within two business days.

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Jesse A. Coury, Chief Financial Officer of Greystone Housing Impact Investors LP (GHI), received a significant equity grant on June 23, 2025. The transaction involved the acquisition of 31,840 restricted Beneficial Unit Certificates at $0 cost under the company's Amended and Restated 2015 Equity Incentive Plan.

Key details of the grant:

  • Vesting Schedule: The restricted units will vest in four equal installments on November 30 of 2026, 2027, 2028, and 2029
  • Post-transaction holdings: Coury now directly owns 126,880 Beneficial Unit Certificates
  • Transaction Code: A(1) indicating a grant/award transaction

This equity award appears to be part of the company's long-term executive compensation strategy, with a four-year vesting period designed to promote retention and align management interests with unitholders.

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Director Drew Fletcher of Greystone Housing Impact Investors LP received a grant of 6,568 restricted units on June 23, 2025, as reported in this Form 4 filing. The units were awarded under the company's Amended and Restated 2015 Equity Incentive Plan.

Key details of the grant:

  • Transaction Code: A (Acquisition)
  • Acquisition Price: $0
  • Vesting Schedule: Units vest in four equal installments on November 30 of 2026, 2027, 2028, and 2029
  • Post-transaction Holdings: 19,803 units held directly

This equity grant appears to be part of the company's director compensation program, designed to align the director's interests with those of unitholders through a long-term vesting schedule.

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Director Stephen Rosenberg of Greystone Housing Impact Investors LP reported acquiring 6,568 restricted Beneficial Unit Certificates on June 23, 2025. The units were granted under the company's Amended and Restated 2015 Equity Incentive Plan with a $0 exercise price.

Key details of the transaction:

  • The restricted units will vest in four equal installments on November 30 of 2026, 2027, 2028, and 2029
  • Following the transaction, Rosenberg owns 23,740 units directly and 14,709 units indirectly through an IRA
  • Total beneficial ownership stands at 38,449 units

This grant represents a long-term equity incentive aligning the director's interests with those of unitholders through a four-year vesting schedule.

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Form 4 Filing Details: Steven C. Lilly, Director of Greystone Housing Impact Investors LP (GHI), reported the acquisition of 6,270 restricted Beneficial Unit Certificates on June 23, 2025.

The restricted units were granted under the Amended and Restated Greystone Housing Impact Investors LP 2015 Equity Incentive Plan at a price of $0. The vesting schedule is structured as follows:

  • 50% of units vest on November 30, 2026
  • Remaining 50% vest on November 30, 2027

Following this transaction, Lilly directly owns 21,320 Beneficial Unit Certificates. The filing was signed on June 24, 2025. This equity grant appears to be part of the company's director compensation program and represents a long-term alignment with unitholder interests through the two-year vesting period.

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Form 4 Filing Details: Director Walter K. Griffith of Greystone Housing Impact Investors LP (GHI) reported the acquisition of restricted units on June 23, 2025.

Transaction Specifics:

  • Acquired 5,376 restricted units at $0 cost under the Amended and Restated 2015 Equity Incentive Plan
  • Following the transaction, Griffith directly owns 35,179 Beneficial Unit Certificates
  • Vesting Schedule: 50% on November 30, 2026, and remaining 50% on November 30, 2027

This equity grant appears to be part of the director compensation program, structured with a two-year vesting period to align the director's interests with long-term unitholder value. The transaction was reported within the required SEC filing deadline.

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Director Robert Keith Jacobsen of Greystone Housing Impact Investors LP received a grant of 5,376 restricted units on June 23, 2025, under the company's Amended and Restated 2015 Equity Incentive Plan.

Key details of the transaction:

  • Transaction Code: A (Acquisition)
  • Purchase Price: $0 (grant)
  • Total Beneficial Ownership After Transaction: 12,458 units
  • Ownership Form: Direct

The restricted units have a two-part vesting schedule:

  • 50% vesting on November 30, 2026
  • 50% vesting on November 30, 2027

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Greystone Housing Impact Investors LP (GHI) – Form 4 insider filing

On 06/23/2025, director Deborah A. Wilson received 5,376 Beneficial Unit Certificates (restricted units) at a price of $0 under the Amended & Restated 2015 Equity Incentive Plan. No derivative securities were involved. Following the grant, Wilson’s total beneficial ownership rose to 19,701 units, all held directly. According to the footnote, half of the restricted units vest on 11/30/2026 and the remaining half on 11/30/2027.

The transaction was coded “A” (acquisition), indicating an equity award rather than an open-market purchase. The disclosure does not reference any 10b5-1 trading plan, sales, or dispositions, and no financial performance metrics were provided.

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Greystone Housing Impact Investors LP (NYSE: GHI) reports the failure of a key consent solicitation to extend their 2015 Equity Incentive Plan. The proposal, which sought to extend the plan's term to June 24, 2027, did not receive the required majority approval from BUC (Beneficial Unit Certificate) holders.

Key voting results:

  • Total eligible BUCs: 23,397,437
  • Required for approval: 11,698,719 (majority)
  • Total votes cast: 8,131,758 (34.8% participation)
  • Voting breakdown: 7,003,553 For, 777,689 Against, 350,516 Abstain

The low voter turnout of 34.8% fell significantly short of the required threshold for approval, effectively preventing the extension of the Incentive Plan. This outcome may impact the partnership's ability to offer equity-based compensation to key personnel beyond the current plan's expiration.

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FAQ

What is the current stock price of Greystone Housing Impact Investors (GHI)?

The current stock price of Greystone Housing Impact Investors (GHI) is $11.32 as of June 30, 2025.

What is the market cap of Greystone Housing Impact Investors (GHI)?

The market cap of Greystone Housing Impact Investors (GHI) is approximately 285.0M.

What is the core business of Greystone Housing Impact Investors LP?

Greystone Housing Impact Investors LP specializes in acquiring and managing mortgage revenue bonds issued by state and local housing authorities to finance affordable multifamily, seniors, and commercial properties.

How does the company generate revenue?

The company generates revenue primarily through investments in affordable multifamily MRBs, while also earning returns from its seniors and skilled nursing MRB investments, MF properties, and market-rate joint venture investments.

What are mortgage revenue bonds (MRBs)?

Mortgage revenue bonds are financial instruments issued by state or local housing authorities. They provide funding for construction or permanent financing projects in the affordable housing and commercial sectors, with returns linked to revenue generated from these projects.

What segments does Greystone Housing Impact Investors operate in?

The company operates in four segments: Affordable Multifamily MRB Investments, Seniors and Skilled Nursing MRB Investments, MF Properties, and Market-Rate Joint Venture Investments, each tailored to specific market needs.

How does the company manage risk in its investments?

Greystone employs a rigorous investment selection process that focuses on bond valuation, credit risk, and the underlying fundamentals of the financed properties, thus maintaining a balanced and diversified portfolio.

What distinguishes Greystone in the real estate financing market?

Its specialized focus on mortgage revenue bonds and a structured approach across diverse segments sets Greystone apart, ensuring deep market insights and a disciplined strategy in the affordable housing finance sector.

How is the investment approach of Greystone structured?

The investment approach is structured around a balanced mix of secured MRB investments and direct property holdings, integrated with joint venture initiatives to optimize returns without speculative forecasting.

What expertise does Greystone demonstrate in its operations?

Greystone leverages industry-specific terminology and financial rigor in its investment analyses, ensuring transparency and depth in navigating complex real estate financing markets.
Greystone Housing Impact Investors

NYSE:GHI

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GHI Stock Data

284.98M
22.87M
1.78%
10.13%
0.2%
Mortgage Finance
Finance Services
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United States
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