SRH Total Return Fund (STEW) director discloses 2025 share holdings
Rhea-AI Filing Summary
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.
Positive
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Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- Includes shares acquired under the Fund's dividend reinvestment program. Includes 89 shares acquired under the Fund's dividend reinvestment program.
FAQ
What does the SRH Total Return Fund (STEW) Form 5 filing show?
The filing shows a director’s annual statement of changes in beneficial ownership for SRH Total Return Fund, Inc. common stock as of the fiscal year ended 11/30/2025.
Does the SRH Total Return Fund director participate in a dividend reinvestment program?
Yes. The filing states that the director’s direct holdings include shares acquired under the fund’s dividend reinvestment program, and the spouse’s holdings include 89 shares acquired under the same program.
Who signed the SRH Total Return Fund (STEW) Form 5 filing?
The Form 5 is signed “/s/ Thomas Moore”, identifying Thomas Moore as the reporting person signing the ownership statement.
Is the reporting person a director of SRH Total Return Fund (STEW)?
Yes. The relationship section shows the reporting person is a Director of SRH Total Return Fund, Inc.