Every SEC Form 3/4/5 on record for this filer (CIK 1787607) — 2 issuers, 14 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| GHI | Greystone Housing Impact Investors LP | Director | 2023-03-01 → 2025-11-17 | 6 | $22,301 |
| ATAX | AMERICA FIRST MULTIFAMILY INVESTORS, L.P. | Director · lapsed | 2019-09-19 → 2022-12-02 | 8 | $23,400 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| GHI | 2025-11-03 | Buy | 300 | $8.30 | $2,490 | 24,400 |
| GHI | 2025-10-29 | Buy | 2,285 | $8.67 | $19,811 | 24,100 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.