organization · Reporting owner

STEWART WEST INDIES TRADING CO., LTD

Disclosed activity across 1 company

Tapewire entity: 107075
SEC CIK: 0001307493

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
SRH Total Return Fund, Inc.BIF · Entity 4587	10% owner	February 20, 2020	February 24, 2020

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

SRH Total Return Fund, Inc.

Report date February 20, 2020 · Filed February 24, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
COMMON STOCKSEC Table I · non-derivative	Direct	8,625,682	Reported balance After 2020-02-20 transaction · row 1 Account or security details depend on footnotes; rows are not merged. 1 source row Row 1 · 2020-02-20 · Purchase · Acquired 657,097 · Balance 8,625,682 F1: On February 20, 2020, the Reporting Person (also referred to as the "SWIT") received a distribution of 657,097 shares (the "Shares") of Boulder Growith & Income Fund, Inc. (the "Company") from an affiliated trust, the LBT 2019 Trust (the "2019 Trust"). The Reporting Person recieved the Shares pursuant to a general power of appointment granted under the 2019 Trust to Stewart R. Horejsi, the SWIT's grantor. The 2019 Trust allows Mr. Horejsi to appoint Shares allocated to him under such trust in his discretion and he elected to appoint such Shares to the SWIT. F2: The trustee of the SWIT is Peak Trust Company-AK, which may be deemed to control the SWIT. As a result of his advisory role with the SWIT, Stewart R. Horejsi may be deemed to have indirect beneficial ownership of the Shares directly beneficially owned by the SWIT. However, Mr. Horejsi disclaims such beneficial ownership of the Shares directly beneficially held by the SWIT. F3: The SWIT and trusts, persons and entities affiliated with the SWIT, including the 2019 Trust, Lola Brown Trust No. 1B, Ernest Horejsi Trust No. 1B, Mildred B. Horejsi Trust, Stewart R. Horejsi Trust No. 2, Susan L. Ciciora Trust, John S. Horejsi Trust and Susan L. Ciciora own an aggregate of 45,384,254 shares of the Company.

Filing footnotes · ownership attribution and instrument terms

F1: On February 20, 2020, the Reporting Person (also referred to as the "SWIT") received a distribution of 657,097 shares (the "Shares") of Boulder Growith & Income Fund, Inc. (the "Company") from an affiliated trust, the LBT 2019 Trust (the "2019 Trust"). The Reporting Person recieved the Shares pursuant to a general power of appointment granted under the 2019 Trust to Stewart R. Horejsi, the SWIT's grantor. The 2019 Trust allows Mr. Horejsi to appoint Shares allocated to him under such trust in his discretion and he elected to appoint such Shares to the SWIT.

F2: The trustee of the SWIT is Peak Trust Company-AK, which may be deemed to control the SWIT. As a result of his advisory role with the SWIT, Stewart R. Horejsi may be deemed to have indirect beneficial ownership of the Shares directly beneficially owned by the SWIT. However, Mr. Horejsi disclaims such beneficial ownership of the Shares directly beneficially held by the SWIT.

F3: The SWIT and trusts, persons and entities affiliated with the SWIT, including the 2019 Trust, Lola Brown Trust No. 1B, Ernest Horejsi Trust No. 1B, Mildred B. Horejsi Trust, Stewart R. Horejsi Trust No. 2, Susan L. Ciciora Trust, John S. Horejsi Trust and Susan L. Ciciora own an aggregate of 45,384,254 shares of the Company.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
February 20, 2020 Filed Feb 24, 2020 23:05 UTC	SRH Total Return Fund, Inc. BIF · Entity 4587	PurchaseCOMMON STOCK	657,097	$11.66	$7,661,751.02	Disclosure SEC source: 0001307493-20-000001 · primary_doc.xml · nonDerivative · entry 1 STEWART WEST INDIES TRADING CO., LTD · CIK 0001307493 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,625,682 F1 · shares: On February 20, 2020, the Reporting Person (also referred to as the "SWIT") received a distribution of 657,097 shares (the "Shares") of Boulder Growith & Income Fund, Inc. (the "Company") from an affiliated trust, the LBT 2019 Trust (the "2019 Trust"). The Reporting Person recieved the Shares pursuant to a general power of appointment granted under the 2019 Trust to Stewart R. Horejsi, the SWIT's grantor. The 2019 Trust allows Mr. Horejsi to appoint Shares allocated to him under such trust in his discretion and he elected to appoint such Shares to the SWIT. F2 · ownership.direct: The trustee of the SWIT is Peak Trust Company-AK, which may be deemed to control the SWIT. As a result of his advisory role with the SWIT, Stewart R. Horejsi may be deemed to have indirect beneficial ownership of the Shares directly beneficially owned by the SWIT. However, Mr. Horejsi disclaims such beneficial ownership of the Shares directly beneficially held by the SWIT. F3 · ownership.direct: The SWIT and trusts, persons and entities affiliated with the SWIT, including the 2019 Trust, Lola Brown Trust No. 1B, Ernest Horejsi Trust No. 1B, Mildred B. Horejsi Trust, Stewart R. Horejsi Trust No. 2, Susan L. Ciciora Trust, John S. Horejsi Trust and Susan L. Ciciora own an aggregate of 45,384,254 shares of the Company. 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.