Tapewire

NYSE · USD

STEW

SRH Total Return Fund, Inc.

Export transactions ↓
Tapewire entity
4587
SEC CIK
0000102426
Parsed reports
98

Last 12 months

Inside the activity.

1 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202610
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 21, 2026 Filed May 22, 2026 15:47 UTC PurchaseCOMMON STOCK 5,000 $17.53 $87,650.00
Disclosure

SEC source: 0002110446-26-000002 · primary_doc.xml · nonDerivative · entry 1

Hemmer Jacob E · CIK 0002110446 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Jacob E. Hemmer is a beneficiary of the trust, not the trustee of the trust.

Disclosed balance after: 10,000

F1 · ownership.direct: Shares are held in an irrevocable trust, Jacob E. Hemmer is the sole beneficiary of the trust but not a trustee of the trust.

Read SEC document
July 31, 2025 Filed Dec 8, 2025 17:25 UTC
LOONEY JOEL WDirector · PRESIDENT
PurchaseCOMMON STOCK 684.6662 $17.74 $12,147.90
Disclosure

SEC source: 0001245556-25-000004 · primary_doc.xml · nonDerivative · entry 5

LOONEY JOEL W · CIK 0001245556 · Director · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,308.383

F1 · shares: SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

F3 · balance_after: MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.

Read SEC document
April 30, 2025 Filed Dec 8, 2025 17:25 UTC
LOONEY JOEL WDirector · PRESIDENT
PurchaseCOMMON STOCK 712.6133 $16.88 $12,030.34
Disclosure

SEC source: 0001245556-25-000004 · primary_doc.xml · nonDerivative · entry 4

LOONEY JOEL W · CIK 0001245556 · Director · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,623.7168

F1 · shares: SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
April 10, 2025 Filed Apr 11, 2025 21:05 UTC PurchaseCommon Stock 3,080 $16.23 $49,976.70
Disclosure

SEC source: 0001983902-25-000001 · primary_doc.xml · nonDerivative · entry 1

Moore Thomas Jack · CIK 0001983902 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 3,080

Read SEC document
March 26, 2025 Filed Mar 27, 2025 16:23 UTC
LOONEY JOEL WDirector · President
OtherCOMMON STOCK 6,152.311 $17.28 $106,311.93
Disclosure

SEC source: 0001245556-25-000003 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,911.1035

F1 · shares: 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

Read SEC document
March 26, 2025 Filed Dec 8, 2025 17:25 UTC
LOONEY JOEL WDirector · PRESIDENT
OtherCOMMON STOCK 6,152.311 $17.28 $106,311.93
Disclosure

SEC source: 0001245556-25-000004 · primary_doc.xml · nonDerivative · entry 3

LOONEY JOEL W · CIK 0001245556 · Director · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,911.1035

F2 · shares: 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.

Read SEC document
January 31, 2025 Filed Dec 8, 2025 17:25 UTC
LOONEY JOEL WDirector · PRESIDENT
PurchaseCOMMON STOCK 715.1762 $16.66 $11,912.33
Disclosure

SEC source: 0001245556-25-000004 · primary_doc.xml · nonDerivative · entry 2

LOONEY JOEL W · CIK 0001245556 · Director · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,063.4145

F1 · shares: SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
January 31, 2025 Filed Dec 8, 2025 17:25 UTC
LOONEY JOEL WDirector · PRESIDENT
PurchaseCOMMON STOCK 60.347 $16.66 $1,005.18
Disclosure

SEC source: 0001245556-25-000004 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · PRESIDENT

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,348.2383

F1 · shares: SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
October 31, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 629.0809 $15.64 $9,840.46
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 8

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,287.8913

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
October 31, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 53.0827 $15.64 $830.35
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 7

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,658.8104

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
July 31, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 634.1517 $15.38 $9,753.25
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 6

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,605.7277

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
July 31, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 53.5104 $15.38 $822.99
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 5

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,971.576

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
May 07, 2024 Filed May 7, 2024 20:45 UTC PurchaseCommon Stock 1,426 $20,491.62 $29,221,050.12
Disclosure

SEC source: 0001983902-24-000001 · primary_doc.xml · nonDerivative · entry 1

Moore Thomas Jack · CIK 0001983902 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,960

Read SEC document
May 07, 2024 Filed May 8, 2024 21:31 UTC Amendment PurchaseCommon Stock 1,426 $14.48 $20,648.48
Disclosure

SEC source: 0001983902-24-000002 · primary_doc.xml · nonDerivative · entry 1

Moore Thomas Jack · CIK 0001983902 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,960

F1 · price: This Amended Form 4 revises the original Form 4 filed by Mr. Moore on May 7, 2024 to restate the "Price" column of Item 4, Table I, as a price per share amount rather than an aggregate dollar amount for the transaction. All other information on the original Form 4 remains unchanged.

Read SEC document
April 30, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 670.4761 $14.41 $9,661.09
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 4

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,918.0656

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
April 30, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 56.5755 $14.41 $815.21
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 3

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,247.5895

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
February 01, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 680.0609 $14.07 $9,567.57
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 2

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,191.014

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
February 01, 2024 Filed Dec 2, 2024 21:28 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 57.3843 $14.07 $807.32
Disclosure

SEC source: 0001245556-24-000001 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,510.9531

F1 · shares: SHARES WERE RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

Read SEC document
November 08, 2023 Filed Nov 8, 2023 22:51 UTC PurchaseCommon Stock 1,534 $13.03 $19,985.41
Disclosure

SEC source: 0001983902-23-000002 · primary_doc.xml · nonDerivative · entry 1

Moore Thomas Jack · CIK 0001983902 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,534

Read SEC document
November 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 681.6132 $12.64 $8,612.59
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 8

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,453.5688

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
November 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 57.5154 $12.64 $726.74
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 7

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,771.9556

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
August 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 619.5748 $13.78 $8,535.14
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 6

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,714.4402

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
August 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 52.2802 $13.78 $720.20
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 5

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,094.8654

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
May 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 653.2043 $12.94 $8,453.44
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 4

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,042.5852

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
May 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 55.1179 $12.94 $713.31
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 3

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,389.3809

Read SEC document
February 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 646.3867 $12.95 $8,372.65
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 2

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,334.263

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
February 01, 2023 Filed Dec 11, 2023 22:29 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 54.5424 $12.95 $706.49
Disclosure

SEC source: 0001245556-23-000001 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,687.8763

F1 · shares: Shares were received through pursuant participation in dividend reinvestement program.

Read SEC document
November 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 643.1033 $12.38 $7,960.33
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 8

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,633.3339

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
November 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 54.2655 $12.38 $671.70
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 7

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,990.2306

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
August 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 613.9162 $12.85 $7,886.98
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 6

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,935.9651

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
August 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 51.8032 $12.85 $665.52
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 5

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,322.0489

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
May 02, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 578.9415 $13.50 $7,817.45
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 4

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,270.2457

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
May 02, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 48.8514 $13.50 $659.64
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 3

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,691.3042

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
February 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 546.9206 $14.17 $7,752.05
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 2

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,642.4528

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
February 01, 2022 Filed Dec 6, 2022 20:43 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 46.15 $14.17 $654.13
Disclosure

SEC source: 0001245556-22-000001 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,095.532

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
November 01, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 479.6542 $13.64 $6,540.13
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 8

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,049.3822

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
November 01, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 40.4736 $13.64 $551.86
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 7

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,569.728

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
August 02, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 471.1538 $13.78 $6,492.08
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 6

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,529.2544

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
August 02, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 39.7567 $13.78 $547.81
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 5

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,058.1006

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
May 03, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 479.6135 $13.43 $6,443.13
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 4

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,018.3439

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
May 03, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 40.4704 $13.43 $543.68
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 3

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,538.7304

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
March 03, 2021 Filed Mar 5, 2021 17:59 UTC
MILLER STEPHEN CDirector · Chief Legal Officer
SaleCOMMON STOCK 25,862 $12.04 $311,368.14
Disclosure

SEC source: 0001245551-21-000001 · primary_doc.xml · nonDerivative · entry 1

MILLER STEPHEN C · CIK 0001245551 · Director · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,436.002

Read SEC document
February 01, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 575.5512 $11.09 $6,384.42
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 2

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,498.26

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
February 01, 2021 Filed Dec 3, 2021 16:55 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 48.566 $11.09 $538.73
Disclosure

SEC source: 0001245556-21-000001 · primary_doc.xml · nonDerivative · entry 1

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,922.7088

F1 · shares: Shares were received through pursuant participation in dividend reinvestment program.

Read SEC document
November 02, 2020 Filed Dec 10, 2020 21:18 UTC
MILLER STEPHEN CDirector · Chief Legal Officer
PurchaseCOMMON STOCK 118.891 $9.62 $1,143.73
Disclosure

SEC source: 0001245551-20-000002 · primary_doc.xml · nonDerivative · entry 4

MILLER STEPHEN C · CIK 0001245551 · Director · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,193.8237

Read SEC document
November 02, 2020 Filed Dec 10, 2020 21:00 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 656.7064 $9.62 $6,317.45
Disclosure

SEC source: 0001245556-20-000001 · primary_doc.xml · nonDerivative · entry 8

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,874.1428

Read SEC document
November 02, 2020 Filed Dec 10, 2020 21:00 UTC
LOONEY JOEL WDirector · President
PurchaseCOMMON STOCK 55.4133 $9.62 $533.07
Disclosure

SEC source: 0001245556-20-000001 · primary_doc.xml · nonDerivative · entry 7

LOONEY JOEL W · CIK 0001245556 · Director · President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,217.4364

Read SEC document
October 30, 2020 Filed Nov 3, 2020 21:15 UTC PurchaseCOMMON STOCK 12,689,062 $6.56 $83,294,809.69
Disclosure

SEC source: 0001247997-20-000004 · primary_doc.xml · nonDerivative · entry 2

STEWART WEST INDIES TRUST · CIK 0001247997 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,900,168

F1 · shares: On October 30, 2020, the Reporting Person purchased shares (the "Shares") of Issuer from two affiliated trusts, Stewart R. Horejsi Trust No. 2 ("SRHT") and Ernest Horejsi Trust ("EHT"). The Reporting Person (also referred to herein as the "Trust") purchased 2,411,987 Shares from SRHT and 12,689,062 Shares from EHT, representing all the Shares then owned by SRHT and EHT. The purchase price for the Shares was calculated based on the average of the opening and closing prices reported for such shares by the New York Stock Exchange on October 30, 2020, after applying a blockage discount because of the large size of the aggregate holdings of the Reporting Person and affiliated trusts.

F2 · ownership.direct: The trustee of the Trust is Peak Trust Company-AK, which may be deemed to control the Trust. Although Stewart R. Horejsi is neither a trustee nor beneficiary under the Trust, because of his advisory role with the Trust, he may be deemed to have indirect beneficial ownership of the shares directly beneficially owned by the Trust. However, Mr. Horejsi disclaims such beneficial ownership of the shares directly beneficially held by the Trust.

F3 · ownership.direct: The Trust and trusts, persons and entities affiliated with the Trust, including Susan L. Ciciora Trust, John S. Horejsi Trust, John X. Ciciora Trust, Jack S. Ciciora Trust, Amanda N. Ciciora Trust, Courtney M. Ciciora Trust and Susan L. Ciciora own an aggregate of 45,384,254 shares of the Issuer.

Read SEC document
October 30, 2020 Filed Nov 3, 2020 21:15 UTC PurchaseCOMMON STOCK 2,411,987 $6.56 $15,833,006.26
Disclosure

SEC source: 0001247997-20-000004 · primary_doc.xml · nonDerivative · entry 1

STEWART WEST INDIES TRUST · CIK 0001247997 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,211,106

F1 · shares: On October 30, 2020, the Reporting Person purchased shares (the "Shares") of Issuer from two affiliated trusts, Stewart R. Horejsi Trust No. 2 ("SRHT") and Ernest Horejsi Trust ("EHT"). The Reporting Person (also referred to herein as the "Trust") purchased 2,411,987 Shares from SRHT and 12,689,062 Shares from EHT, representing all the Shares then owned by SRHT and EHT. The purchase price for the Shares was calculated based on the average of the opening and closing prices reported for such shares by the New York Stock Exchange on October 30, 2020, after applying a blockage discount because of the large size of the aggregate holdings of the Reporting Person and affiliated trusts.

F2 · ownership.direct: The trustee of the Trust is Peak Trust Company-AK, which may be deemed to control the Trust. Although Stewart R. Horejsi is neither a trustee nor beneficiary under the Trust, because of his advisory role with the Trust, he may be deemed to have indirect beneficial ownership of the shares directly beneficially owned by the Trust. However, Mr. Horejsi disclaims such beneficial ownership of the shares directly beneficially held by the Trust.

F3 · ownership.direct: The Trust and trusts, persons and entities affiliated with the Trust, including Susan L. Ciciora Trust, John S. Horejsi Trust, John X. Ciciora Trust, Jack S. Ciciora Trust, Amanda N. Ciciora Trust, Courtney M. Ciciora Trust and Susan L. Ciciora own an aggregate of 45,384,254 shares of the Issuer.

Read SEC document
October 30, 2020 Filed Nov 3, 2020 20:28 UTC SaleCOMMON STOCK 12,689,062 $6.56 $83,294,809.69
Disclosure

SEC source: 0001091477-20-000001 · primary_doc.xml · nonDerivative · entry 1

ERNEST HOREJSI TRUST NO 1B · CIK 0001091477 · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · shares: On October 30, 2020, the Reporting Person sold shares (the "Shares") of Issuer to an affiliated trust, Stewart West Indies Trust ("SWIT"). SWIT purchased 12,689,062 Shares representing all the Shares then owned by the Reporting Person. The purchase price for the Shares was calculated based on the average of the opening and closing prices reported for such shares by the New York Stock Exchange on October 30, 2020, after applying a blockage discount because of the large size of the aggregate holdings of the Reporting Person and affiliated trusts.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.