Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SRH Total Return Fund, Inc.
Report date March 31, 2026 · Filed April 02, 2026
Section 16 reporting ended · disclosed 2026-04-02. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Transaction history
JSON APIPurchases/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 |
|---|---|---|---|---|---|---|
| May 01, 2019 Filed Dec 3, 2019 20:16 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 530.5755 | $11.25 | $5,968.18 |
DisclosureSEC source: 0001245556-19-000001 · primary_doc.xml · nonDerivative · entry 4 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,024.161 Read SEC document |
| May 01, 2019 Filed Dec 3, 2019 20:16 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 44.7704 | $11.25 | $503.60 |
DisclosureSEC source: 0001245556-19-000001 · primary_doc.xml · nonDerivative · entry 3 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,493.5855 Read SEC document |
| February 01, 2019 Filed Dec 3, 2019 20:16 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 545.3009 | $10.84 | $5,912.53 |
DisclosureSEC source: 0001245556-19-000001 · primary_doc.xml · nonDerivative · entry 2 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,448.8151 Read SEC document |
| February 01, 2019 Filed Dec 3, 2019 20:16 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 46.0132 | $10.84 | $498.91 |
DisclosureSEC source: 0001245556-19-000001 · primary_doc.xml · nonDerivative · entry 1 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,903.5142 Read SEC document |
| November 01, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 187.4397 | $10.48 | $1,964.46 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 6 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,857.501 Read SEC document |
| November 01, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 15.8159 | $10.48 | $165.76 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 5 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,670.0613 Read SEC document |
| October 01, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 174.4049 | $11.23 | $1,958.55 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 4 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,654.2454 Read SEC document |
| October 01, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 14.7161 | $11.23 | $165.26 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 3 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,479.8405 Read SEC document |
| September 04, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 174.08 | $11.20 | $1,948.95 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 2 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,465.1244 Read SEC document |
| September 04, 2018 Filed Dec 7, 2018 17:30 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCOMMON STOCK | 164.76 | $11.20 | $1,844.59 |
DisclosureSEC source: 0001245556-18-000003 · primary_doc.xml · nonDerivative · entry 1 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,290.7164 Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 20:42 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCommon Stock | 1,000 | $10.45 | $10,445.00 |
DisclosureSEC source: 0001245556-18-000002 · primary_doc.xml · nonDerivative · entry 1 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,276 Read SEC document |
| May 29, 2018 Filed May 31, 2018 20:41 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCommon Stock | 1,000 | $10.63 | $10,628.60 |
DisclosureSEC source: 0001245556-18-000001 · primary_doc.xml · nonDerivative · entry 2 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,276 Read SEC document |
| May 29, 2018 Filed May 31, 2018 20:41 UTC | SRH Total Return Fund, Inc. BIF · Entity 4587 | PurchaseCommon Stock | 1,000 | $10.63 | $10,629.90 |
DisclosureSEC source: 0001245556-18-000001 · primary_doc.xml · nonDerivative · entry 1 LOONEY JOEL W · CIK 0001245556 · Director · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,276 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.