Joel W. Looney - 30 Nov 2025 Form 5 Insider Report for SRH Total Return Fund, Inc. (STEW)

Role
PRESIDENT, Director
Signature
/s/ Joel Looney
Issuer symbol
STEW
Transactions as of
30 Nov 2025
Net transactions value
-$69,216
Form type
5
Filing time
08 Dec 2025, 12:25:21 UTC
Previous filing
27 Mar 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
LOONEY JOEL W PRESIDENT, Director 2121 E. CRAWFORD PLACE, SALINA /s/ Joel Looney 08 Dec 2025 0001245556

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction STEW COMMON STOCK Purchase $1,005 +60 +0.08% $16.66 78,348 31 Jan 2025 Direct F1
transaction STEW COMMON STOCK Purchase $11,912 +715 +0.91% $16.66 79,063 31 Jan 2025 Direct F1
transaction STEW COMMON STOCK Other $106,312 -6,152 -7.8% $17.28 72,911 26 Mar 2025 Direct F2
transaction STEW COMMON STOCK Purchase $12,030 +713 +0.98% $16.88 73,624 30 Apr 2025 Direct F1
transaction STEW COMMON STOCK Purchase $12,148 +685 +0.93% $17.74 74,308 31 Jul 2025 Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.
F2 MR LOONEY DONATED 6,152.311 SHARES OF SRH TOTAL RETURN FUND, INC., COMMON STOCK (NYSE: STEW) TO HIS DONOR ADVISED FUND. AS A RESULT OF THE TRANSACTION, MR. LOONEY NO LONGER HAS OWNERSHIP OF THE SHARES. FORM 4 FILED 3/27/2025.
F3 MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.