LOONEY JOEL W 5
5 · SRH Total Return Fund, Inc. · Filed Dec 8, 2025
Insider Transaction Report
Form 5
LOONEY JOEL W
Director
Transactions
- Purchase
COMMON STOCK
2025-01-31$16.66/sh+60.347$1,005→ 78,348.238 total - Purchase
COMMON STOCK
2025-01-31$16.66/sh+715.176$11,912→ 79,063.415 total - Other
COMMON STOCK
2025-03-26$17.28/sh−6,152.311$106,312→ 72,911.104 total - Purchase
COMMON STOCK
2025-04-30$16.88/sh+712.613$12,030→ 73,623.717 total - Purchase
COMMON STOCK
2025-07-31$17.74/sh+684.666$12,148→ 74,308.383 total
Footnotes (3)
- [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.