Welcome to our dedicated page for SRH TOTAL RETURN FUND SEC filings (Ticker: STEW), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
SRH Total Return Fund, Inc. (NYSE: STEW) files a range of documents with the U.S. Securities and Exchange Commission that detail its operations as a non-diversified closed-end investment company. These SEC filings include proxy materials, such as definitive proxy statements on Schedule 14A, which describe the Fund’s Board structure, Director elections, and procedures for its Annual Meeting of Stockholders held in a virtual format.
Through its filings, the Fund outlines its total return investment objective, managed distribution policy, and governance practices. Proxy statements explain how the Board is divided into three classes with staggered terms, how stockholders of record on a specified date may vote, and how beneficial owners holding through intermediaries can participate in the Annual Meeting. They also provide information on the roles of Independent and Interested Directors and the committees that support Board oversight.
In addition to proxy materials, investors can review the Fund’s Annual and Semi-Annual Reports to stockholders referenced in the proxy statement, which are made available through the Fund’s website. These reports, together with other periodic filings, offer insight into portfolio holdings, performance, and the implementation of the Fund’s bottom-up, value-driven investment process.
On this page, Stock Titan presents SRH Total Return Fund’s SEC filings alongside AI-powered summaries that highlight the key points of lengthy documents. AI analysis helps explain complex sections of proxy statements and reports, clarifies voting items, and points out disclosures related to distributions and policies. Real-time updates from EDGAR ensure that new filings appear promptly, while users can also access information relevant to governance, distribution practices, and the Fund’s regulatory history in a structured format.
SRH Total Return Fund, Inc. filed an annual insider ownership report for a director for the fiscal year ended 11/30/2025. The filing shows the director serving in a board role and reporting both direct and indirect ownership of the fund’s common stock.
At year-end, the director beneficially owned 3,086 shares of common stock directly and 3,169 shares indirectly through a spouse. The filing notes that the direct holdings include shares acquired under the fund’s dividend reinvestment program, and the indirect holdings include 89 shares acquired through the same program. The report is signed by Thomas Moore.
SRH Total Return Fund, Inc. director and president Joel Looney filed an annual insider ownership update. The Form 5 shows a series of small common stock acquisitions during the fiscal year ended 11/30/2025 through the fund’s dividend reinvestment program at prices around $16.66–$17.74 per share.
On 03/26/2025, Mr. Looney donated 6,152.311 shares of SRH Total Return Fund common stock to his donor advised fund, and he no longer owns those shares. He stopped participating in the dividend reinvestment program as of 08/01/2025 and directly owned 74,308.383 shares at the end of the fiscal year.
SRH Total Return Fund, Inc. (STEW) announced its virtual Annual Meeting of Stockholders for November 13, 2025, at 10:00 a.m. Mountain Standard Time. Stockholders must email shareholdermeetings@computershare.com by 5:00 p.m. Eastern Time on November 10, 2025 to receive dial-in details; beneficial owners through intermediaries must submit a legal proxy to register.
Stockholders will vote on the election of two Class I Directors: Thomas J. Moore and Nicole L. Murphey. The Board, including the Independent Directors, unanimously recommends a vote “FOR” both nominees. The record date is October 3, 2025, with 96,441,500 shares of common stock outstanding, each entitled to one vote; directors are elected by a plurality of votes cast, and a quorum requires a majority of votes entitled to be cast.
The Audit Committee (all Independent Directors) reported on the Fund’s audited financials for the year ended November 30, 2024 and recommended inclusion in the Annual Report. The Board approved Cohen & Company, Ltd. as the independent registered public accounting firm for the fiscal year ending November 30, 2025; fees billed to the Fund were $35,000 for audit and $8,500 for tax services in each of fiscal 2023 and 2024.
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