Key facts
- This page summarizes Joel W. Looney's Form 5 filing for SRH Total Return Fund, Inc. (STEW).
- 5 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 08 Dec 2025, 12:25.
Joel W. Looney - 30 Nov 2025 Form 5 Insider Report for SRH Total Return Fund, Inc. (STEW)
- Reporting relationship
- PRESIDENT, Director
- Issuer ticker
- STEW
- Reported as of
- 30 Nov 2025
- Net transaction value
- -$69,216
- SEC form
- 5
- Accepted by SEC
- 08 Dec 2025, 12:25:21 UTC
- Prior SEC filing
- 27 Mar 2025
- Next SEC filing
- 02 Apr 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Joel Looney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Joel W. Looney filed Form 5 for SRH Total Return Fund, Inc. (STEW) on 08 Dec 2025.
Change
- Previous filing in this sequence was filed on 27 Mar 2025.
- Current net transaction value: -$69,216.
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
Official SEC source
View source filing
Ownership activity is grounded in SEC Form 5 disclosures.
Reporting Owners (1)
CIK 0001245556
Primary reporting owner
LOONEY JOEL W
- Relationship
- PRESIDENT, Director
- Address
- 2121 E. CRAWFORD PLACE, SALINA
- Signature
- /s/ Joel Looney
- Signature date
- 08 Dec 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
STEW
transaction
COMMON STOCK
Purchase
- Transaction value
- $1,005
- Shares
- +60
- Change %
- +0.08%
- Price
- $16.66
- Shares after
- 78,348
- Date
- 31 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
STEW
transaction
COMMON STOCK
Purchase
- Transaction value
- $11,912
- Shares
- +715
- Change %
- +0.91%
- Price
- $16.66
- Shares after
- 79,063
- Date
- 31 Jan 2025
- Ownership
- Direct
- Footnotes
- F1
STEW
transaction
COMMON STOCK
Other
- Transaction value
- $106,312
- Shares
- -6,152
- Change %
- -7.8%
- Price
- $17.28
- Shares after
- 72,911
- Date
- 26 Mar 2025
- Ownership
- Direct
- Footnotes
- F2
STEW
transaction
COMMON STOCK
Purchase
- Transaction value
- $12,030
- Shares
- +713
- Change %
- +0.98%
- Price
- $16.88
- Shares after
- 73,624
- Date
- 30 Apr 2025
- Ownership
- Direct
- Footnotes
- F1
STEW
transaction
COMMON STOCK
Purchase
- Transaction value
- $12,148
- Shares
- +685
- Change %
- +0.93%
- Price
- $17.74
- Shares after
- 74,308
- Date
- 31 Jul 2025
- Ownership
- Direct
- Footnotes
- F1, F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 3 footnotes
Footnote F1
SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.
Footnote 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.
Footnote F3
MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.