Cypress Family Trust dated June 10, 2022 - 08 May 2023 Form 4 Insider Report for Bluerock Homes Trust, Inc. (BHM)

Reporting relationship: 10%+ Owner
Issuer ticker: BHM
Reported as of: 08 May 2023
Net transaction value: $0
SEC form: 4
Accepted by SEC: 13 Nov 2023, 16:05:32 UTC
Prior SEC filing: 13 Nov 2023
Source filing: View source filing
Reporting owner signature: /s/ Christopher J. Vohs, Attorney-In-Fact

Key filing fact

Cypress Family Trust dated June 10, 2022 filed Form 4 for Bluerock Homes Trust, Inc. (BHM) on 13 Nov 2023.

Key facts

This page summarizes Cypress Family Trust dated June 10, 2022's Form 4 filing for Bluerock Homes Trust, Inc. (BHM).
1 reported transaction and 1 derivative row are listed below.
Accepted by SEC: 13 Nov 2023, 16:05.

Change

Previous filing in this sequence was filed on 13 Nov 2023.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BHM transaction Derivative

OP Units

Purchase

Transaction value
Shares: +774,702
Change %: +38%
Price
Shares after: 2,803,484
Date: 08 May 2023
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 774,702
Exercise price
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

On May 8, 2023, in connection with estate-related matters and by mutual agreement of the parties effective as of April 1, 2023, the Reporting Person, through a limited liability company in which the Reporting Person owns a direct majority interest, acquired an aggregate of 774,702 units of limited partnership interest ("OP Units") in Bluerock Residential Holdings, LP (the "Operating Partnership"), of which the Issuer is the general partner, from a separate irrevocable trust of which beneficiaries of the Reporting Person, or their immediate family members, are also the beneficiaries and of which the Reporting Person is neither a trustee nor a beneficiary, for fair market value of $19.53 per unit based on the average price of the Issuer's Class A Common Stock on March 31, 2023 (the trading day immediately preceding April 1, 2023).

SEC remarks

The Reporting Person is an irrevocable trust formed in 2022 for estate planning purposes by its settlor, who is neither a trustee nor a beneficiary of the Reporting Person, in accordance with the laws of the State of Delaware. This Form 4 reports securities indirectly held by the Reporting Person through its ownership of membership interests in a limited liability company in which the Reporting Person owns a direct majority interest.