SRH Total Return Fund, Inc. Annual Statement of Beneficial Ownership

SRH Total Return Fund, Inc. director and president Joel Looney filed an annual insider ownership update.

Accepted by SEC EDGAR 12/08/2025 - 12:25 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insider Trade Summary

Net Buyer: 2,172.8027 shares

Net Buy 5 txns

Insider LOONEY JOEL W

Role PRESIDENT

Bought 2,172.8027 shs ($37K)

Type	Security	Shares	Price	Value
Purchase	COMMON STOCK	684.6662	$17.7428	$12K
Purchase	COMMON STOCK	712.6133	$16.882	$12K
Other	COMMON STOCK	6,152.311	$17.28	$106K
Purchase	COMMON STOCK	60.347	$16.6566	$1K
Purchase	COMMON STOCK	715.1762	$16.6565	$12K

Holdings After Transaction: COMMON STOCK — 74,308.383 shares (Direct)

Footnotes (3)

1. F1. SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.
2. F2. MR LOONEY DONATED 6,152.311 SHARES OF SRH TOTAL RETURN FUND, INC., COMMON STOCK (NYSE: STEW) TO HIS DONOR ADVISED FUND. AS A RESULT OF THE TRANSACTION, MR. LOONEY NO LONGER HAS OWNERSHIP OF THE SHARES. FORM 4 FILED 3/27/2025.
3. F3. MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.

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SEC Form 5

FORM 5

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0362
Estimated average burden
hours per response:			1.0

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Form 3 Holdings Reported.

Form 4 Transactions Reported.

1. Name and Address of Reporting Person^*

LOONEY JOEL W

(Last) (First) (Middle)

2121 E. CRAWFORD PLACE

(Street)

SALINA KS 67401

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
SRH Total Return Fund, Inc. [ STEW ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	PRESIDENT

3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
11/30/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)	4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
				Amount	(A) or (D)	Price
COMMON STOCK	01/31/2025		P	60.347(1)	A	$16.6566	78,348.2383	D
COMMON STOCK	01/31/2025		P	715.1762(1)	A	$16.6565	79,063.4145	D
COMMON STOCK	03/26/2025		J	6,152.311(2)	D	$17.28	72,911.1035	D
COMMON STOCK	04/30/2025		P	712.6133(1)	A	$16.882	73,623.7168	D
COMMON STOCK	07/31/2025		P	684.6662(1)	A	$17.7428	74,308.383(3)	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)	5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
					(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. SHARES RECEIVED THROUGH PURSUANT PARTICIPATION IN DIVIDEND REINVESTMENT PROGRAM.

2. MR LOONEY DONATED 6,152.311 SHARES OF SRH TOTAL RETURN FUND, INC., COMMON STOCK (NYSE: STEW) TO HIS DONOR ADVISED FUND. AS A RESULT OF THE TRANSACTION, MR. LOONEY NO LONGER HAS OWNERSHIP OF THE SHARES. FORM 4 FILED 3/27/2025.

3. MR. LOONEY STOPPED PARTICIPATING IN DIVIDEND REINVESTMENT IN STEW AS OF 8/1/2025.

	/s/ Joel Looney	12/08/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.