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.
The SEC filings of Greystone Housing Impact Investors LP (NYSE: GHI) provide detailed insight into its operations as a limited partnership focused on mortgage revenue bonds and related housing finance investments. Through annual reports on Form 10-K, quarterly reports on Form 10-Q, and current reports on Form 8-K, the Partnership discloses information about its portfolio of mortgage revenue bonds, governmental issuer loans, property loan investments, and joint venture equity stakes in multifamily and seniors housing properties.
On this page, investors can review 8-K filings that describe material events such as entry into or termination of material definitive agreements, new loan agreements used to finance acquisitions of multifamily residential properties, issuance of Series B Preferred Units under a shelf registration statement, changes in independent registered public accounting firms, and declarations of regular quarterly cash distributions to Beneficial Unit Certificate holders.
The Partnership’s filings also outline financing and covenant structures, including secured revolving lines of credit, acquisition credit facilities, and guaranty arrangements in which the Partnership guarantees obligations of its subsidiaries. These documents describe interest rate terms, hedging requirements using interest rate swaps, debt service coverage ratio tests, minimum liquid asset and net worth covenants, and other conditions that affect the Partnership’s leverage and liquidity.
Stock Titan’s platform surfaces these filings with AI-powered summaries that highlight key points from lengthy documents, helping readers quickly understand how new agreements, capital raises, or changes in auditor relationships may affect GHI. Users can reference Forms 10-K and 10-Q for comprehensive discussions of risk factors, segment information, and accounting policies, while 8-Ks and registration statements such as Form S-3 provide transaction-specific detail on preferred unit issuances and other capital markets activity.
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.
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.
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.
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
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.
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.