LOONEY JOEL W
SEC insider (Form 3/4/5 filer). CIK 0001245556. President at SRH Total Return Fund, Inc. (STEW). 13 reported Form 4/5 transactions since Sep 2024; latest on Jul 31, 2025. Located in SALINA, KS.
Companies LOONEY JOEL W has filed insider reports for
- SRH Total Return Fund, Inc. (stew): Director, Officer, President
LOONEY JOEL W
CIK: 0001245556
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
SRH Total Return Fund, Inc.
Discretionary Trading P&L
Holdings
Transaction History (13 total)
- Jul 31, 2025STEW
SRH Total Return Fund, Inc.
PurchaseDirect685 shares at avg. $17.74$12K - Apr 30, 2025STEW
SRH Total Return Fund, Inc.
PurchaseDirect713 shares at avg. $16.88$12K - Mar 26, 2025STEW
SRH Total Return Fund, Inc.
OtherDirect6.2K shares at avg. $17.28$106K - Jan 31, 2025STEW
SRH Total Return Fund, Inc.
PurchaseDirect60 shares at avg. $16.66$1K - Jan 31, 2025STEW
SRH Total Return Fund, Inc.
PurchaseDirect715 shares at avg. $16.66$12K - Oct 31, 2024stew
SRH Total Return Fund, Inc.
PurchaseDirect629 shares at avg. $15.64$10K - Oct 31, 2024stew
SRH Total Return Fund, Inc.
PurchaseDirect53 shares at avg. $15.64$830.351 - Jul 31, 2024stew
SRH Total Return Fund, Inc.
PurchaseDirect54 shares at avg. $15.38$822.99 - Jul 31, 2024stew
SRH Total Return Fund, Inc.
PurchaseDirect634 shares at avg. $15.38$10K - Apr 30, 2024stew
SRH Total Return Fund, Inc.
PurchaseDirect57 shares at avg. $14.41$815.208
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 31, 2025 |  STEW SRH Total Return Fund, Inc. | Purchase | 685 | $17.74 | $12,148 | Direct |
| Apr 30, 2025 | STEW SRH Total Return Fund, Inc. | Purchase | 713 | $16.88 | $12,030 | Direct |
| Mar 26, 2025 | STEW SRH Total Return Fund, Inc. | Other | 6,152 | $17.28 | $106,312 | Direct |
| Jan 31, 2025 | STEW SRH Total Return Fund, Inc. | Purchase | 60 | $16.66 | $1,005 | Direct |
| Jan 31, 2025 | STEW SRH Total Return Fund, Inc. | Purchase | 715 | $16.66 | $11,912 | Direct |
| Oct 31, 2024 | stew SRH Total Return Fund, Inc. | Purchase | 629 | $15.64 | $9,840 | Direct |
| Oct 31, 2024 | stew SRH Total Return Fund, Inc. | Purchase | 53 | $15.64 | $830 | Direct |
| Jul 31, 2024 | stew SRH Total Return Fund, Inc. | Purchase | 54 | $15.38 | $823 | Direct |
| Jul 31, 2024 | stew SRH Total Return Fund, Inc. | Purchase | 634 | $15.38 | $9,753 | Direct |
| Apr 30, 2024 | stew SRH Total Return Fund, Inc. | Purchase | 57 | $14.41 | $815 | Direct |
1-10 of 13 transactions