Insider Holders & Insider Ownership - SRH Total Return Fund Inc. (STEW)

List of insiders holdings for SRH Total Return Fund Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10% Owner
2020-11-06 10:58:3777,500,000
0
77,500,000Form 3
SUSAN L CICIORA TRUST
10% Owner
2020-11-24 14:37:5545,344,694
0
45,344,694Form 13D
SUSAN L CICIORA TRUST
HOREJSI STEWART R
10% Owner
2020-11-24 14:37:5545,344,694
0
45,344,694Form 13D
EVERGREEN ATLANTIC LLC
HOREJSI STEWART R
SUSAN L CICIORA TRUST
STEWART WEST INDIES TRUST
10% Owner
2020-11-24 14:37:5545,344,694
0
45,344,694Form 13D
Sun Life Assurance Co of Canada
SUN LIFE FINANCIAL INC
10% Owner
2021-02-16 14:52:1435,000,000
0
35,000,000Form 13G
GUARDIAN LIFE INSURANCE CO OF AMERICA
10% Owner
2020-11-13 10:18:3031,000,000
0
31,000,000Form 3
STEWART WEST INDIES TRUST
10% Owner
2020-11-03 16:15:0516,900,168
0
16,900,168Form 4
STEWART WEST INDIES TRADING CO. LTD
10% Owner
2020-02-24 18:05:578,625,682
0
8,625,682Form 4
AMANDA N. CICIORA TRUST
10% Owner
2020-06-22 13:20:391,150,096
0
1,150,096Form 4/A
COURTNEY M. CICIORA TRUST
10% Owner
2020-06-22 13:33:211,150,096
0
1,150,096Form 4/A
JACK S. CICIORA TRUST
10% Owner
2020-06-22 13:06:411,150,096
0
1,150,096Form 4/A
JOHN X. CICIORA TRUST
10% Owner
2020-06-22 12:48:32967,009
0
967,009Form 4/A
John S. Horejsi Trust
10% Owner
2020-06-22 12:27:42677,847
0
677,847Form 4/A
LOONEY JOEL W
President
2023-12-11 17:29:1475,454
0
75,454Form 5
BARR RICHARD I
Director
2015-05-05 12:35:4450,382
0
50,382Form 4/A
CICIORA SUSAN L
10% Owner
2015-05-05 17:49:4939,560
0
39,560Form 4/A
CICIORA SUSAN L
CICIORA JOHN X
Director
2008-06-24 12:55:5420,000
0
20,000Form 4
JACOBSON DEAN
Director
2015-05-05 13:15:4015,191
0
15,191Form 4/A
Causier Dennis
Director
2006-05-18 12:15:417,500
0
7,500Form 4
NORGAARD STEVEN K
Director
2017-08-25 17:08:205,809
0
5,809Form 4
ALDRIDGE ALFRED G
Director
2003-07-09 17:14:463,100
1000
4,100Form 4
Moore Thomas Jack
Director
2024-05-08 17:31:312,960
0
2,960Form 4/A
BANK OF AMERICA CORP
Blue Ridge Investments L.L.C.
10% Owner
2013-04-24 14:50:470
857
857Form 4
MERRILL LYNCH & CO. INC.
MERRILL LYNCH PIERCE FENNER & SMITH INC.
10% Owner
2009-01-12 11:06:01321
0
321Form 13G
LBT 2019 Trust
10% Owner
2020-06-16 17:49:050
0
0Form 4
Fudjack Brenna
Chief Compliance Officer
2024-11-15 18:44:170
0
0Form 3/A
STEWART R. HOREJSI TRUST NO. 2
10% Owner
2020-11-03 15:12:280
0
0Form 4
ERNEST HOREJSI TRUST NO 1B
10% Owner
2020-11-03 15:28:350
0
0Form 4
LOLA BROWN TRUST 1B
10% Owner
2020-11-03 14:53:250
0
0Form 4
MILDRED B. HOREJSI TRUST
10% Owner
2020-11-03 12:38:070
0
0Form 4
MILLER STEPHEN C
Former Director and CLO
Director
2021-10-14 15:07:460
0
0Form 4
Moore Christopher
Secretary, CCO
2021-11-29 14:52:090
0
0Form 3
Vickery Jonathan Albro
Officer of Advisor
2021-11-29 15:17:440
0
0Form 3
Paralel Advisors
Investment Adviser
2021-11-29 15:23:040
0
0Form 3
Kerschen Jill
Treasurer
2021-11-29 15:10:000
0
0Form 3
MAY JEREMY O
Officer of Adviser
2021-11-30 20:10:370
0
0Form 3
Quinlan Shane Kevin
Director
2024-08-12 14:22:030
0
0Form 3
SRH Total Return Fund Inc.
Chief Compliance Officer
2024-11-12 12:56:160
0
0Form 3
ALPS HOLDINGS INC
Affiliate of Adviser
2018-06-01 12:29:260
0
0Form 3
Horejsi John
Director
2004-07-20 11:33:530
0
0Form 3
JOHNS CARL D
Vice President and Treasurer
2011-02-03 17:55:510
0
0Form 4
Terwilliger Joel
Chief Compliance Officer
2011-02-07 13:27:180
0
0Form 4
WELSH JENNIFER T
Chief Compliance Officer
2012-11-08 17:54:420
0
0Form 4
Foss Lucas D
Chief Compliance Officer
2015-07-16 15:01:300
0
0Form 4
Uhl Theodore
Chief Compliance Officer
2015-08-03 18:50:170
0
0Form 3
ALPS ADVISORS INC
Investment Adviser
2018-06-01 12:20:560
0
0Form 3
Swenson Bradley J
Officer of Investment Adviser
2018-06-01 11:47:300
0
0Form 3
Nelson Erin Douglas
Officer of Investment Adviser
2018-06-01 12:04:550
0
0Form 3
PARMENTIER WILLIAM R JR
Officer of Investment Adviser
2018-06-01 11:55:040
0
0Form 3
BURKE EDMUND J
Officer of Investment Adviser
2018-06-01 11:34:380
0
0Form 3
Duran Troy Anthony
Officer of Investment Adviser
2018-06-01 12:09:090
0
0Form 3
Owen Cara
Secretary
2020-06-08 12:23:010
0
0Form 3
Burns Kathryn
Treasurer
2018-06-04 13:42:530
0
0Form 3
Johanson Ryan
Asst. Treasurer
2018-06-04 13:54:060
0
0Form 3
KELLEY STEPHANIE J
Secretary
2018-06-05 12:52:020
0
0Form 4
MURPHEY NICOLE L
Treasurer, V.P. & CFO
2018-06-05 12:41:010
0
0Form 4
FISCHER BRENDON J
Portfolio Manager
2018-06-05 12:33:080
0
0Form 4
Noyes Richard Craig
Officer of Investment Adviser
2018-06-07 10:00:410
0
0Form 3
DST SYSTEMS INC
Affiliate of Inv Adviser
2018-06-08 15:53:100
0
0Form 3
SS&C Technologies Holdings Inc
Affiliate of Inv Adviser
2018-06-08 15:39:540
0
0Form 3
COOPER ELLEN O
10% Owner
2019-01-08 17:23:020
0
0Form 4
Sleightholme Michael
Officer of Investment Advisor
2019-06-19 13:48:040
0
0Form 3
Sutula Matthew
Officer of Investment Advisor
2019-09-10 14:07:240
0
0Form 3
Spahr Laton
President of the Adviser
2019-11-05 10:52:370
0
0Form 3