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 Name Report
Date Time		 Shares Owned
Directly
Indirectly		 Total
Shares Owned		 Filing
1 MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10% Owner		 2020-11-06 10:58:37 77,500,000
0		 77,500,000 Form 3
2 SUSAN L CICIORA TRUST
HOREJSI STEWART R
10% Owner		 2020-11-24 14:37:55 45,344,694
0		 45,344,694 Form 13D
3 SUSAN L CICIORA TRUST
10% Owner		 2020-11-24 14:37:55 45,344,694
0		 45,344,694 Form 13D
4 EVERGREEN ATLANTIC LLC
HOREJSI STEWART R
SUSAN L CICIORA TRUST
STEWART WEST INDIES TRUST
10% Owner		 2020-11-24 14:37:55 45,344,694
0		 45,344,694 Form 13D
5 Sun Life Assurance Co of Canada
SUN LIFE FINANCIAL INC
10% Owner		 2021-02-16 14:50:54 35,000,000
0		 35,000,000 Form 13G
6 GUARDIAN LIFE INSURANCE CO OF AMERICA
10% Owner		 2020-11-13 10:18:30 31,000,000
0		 31,000,000 Form 3
7 STEWART WEST INDIES TRUST
10% Owner		 2020-11-03 16:15:05 16,900,168
0		 16,900,168 Form 4
8 STEWART WEST INDIES TRADING CO. LTD
10% Owner		 2020-02-24 18:05:57 8,625,682
0		 8,625,682 Form 4
9 JACK S. CICIORA TRUST
10% Owner		 2020-06-22 13:06:41 1,150,096
0		 1,150,096 Form 4/A
10 AMANDA N. CICIORA TRUST
10% Owner		 2020-06-22 13:20:39 1,150,096
0		 1,150,096 Form 4/A
11 COURTNEY M. CICIORA TRUST
10% Owner		 2020-06-22 13:33:21 1,150,096
0		 1,150,096 Form 4/A
12 JOHN X. CICIORA TRUST
10% Owner		 2020-06-22 12:48:32 967,009
0		 967,009 Form 4/A
13 John S. Horejsi Trust
10% Owner		 2020-06-22 12:27:42 677,847
0		 677,847 Form 4/A
14 LOONEY JOEL W
President		 2025-03-27 12:23:21 79,063
0		 79,063 Form 4
15 BARR RICHARD I
Director		 2015-05-05 12:35:44 50,382
0		 50,382 Form 4/A
16 CICIORA SUSAN L
10% Owner		 2015-05-05 17:49:49 39,560
0		 39,560 Form 4/A
17 CICIORA SUSAN L
CICIORA JOHN X
Director		 2008-06-24 12:55:54 20,000
0		 20,000 Form 4
18 JACOBSON DEAN
Director		 2015-05-05 13:15:40 15,191
0		 15,191 Form 4/A
19 Causier Dennis
Director		 2006-05-18 12:15:41 7,500
0		 7,500 Form 4
20 Moore Thomas Jack
Director		 2025-04-11 17:05:28 3,044
3,080		 6,124 Form 4
21 NORGAARD STEVEN K
Director		 2017-08-25 17:08:20 5,809
0		 5,809 Form 4
22 ALDRIDGE ALFRED G
Director		 2003-07-09 17:14:46 3,100
1000		 4,100 Form 4
23 BANK OF AMERICA CORP
Blue Ridge Investments L.L.C.
10% Owner		 2013-04-24 14:50:47 0
857		 857 Form 4
24 MERRILL LYNCH & CO. INC.
MERRILL LYNCH PIERCE FENNER & SMITH INC.
10% Owner		 2009-01-12 11:06:01 321
0		 321 Form 13G
25 Foss Lucas D
Chief Compliance Officer		 2015-07-16 15:01:30 0
0		 0 Form 4
26 Uhl Theodore
Chief Compliance Officer		 2015-08-03 18:50:17 0
0		 0 Form 3
27 STEWART R. HOREJSI TRUST NO. 2
10% Owner		 2020-11-03 15:12:28 0
0		 0 Form 4
28 WELSH JENNIFER T
Chief Compliance Officer		 2012-11-08 17:54:42 0
0		 0 Form 4
29 ERNEST HOREJSI TRUST NO 1B
10% Owner		 2020-11-03 15:28:35 0
0		 0 Form 4
30 LOLA BROWN TRUST 1B
10% Owner		 2020-11-03 14:53:25 0
0		 0 Form 4
31 MILDRED B. HOREJSI TRUST
10% Owner		 2020-11-03 12:38:07 0
0		 0 Form 4
32 Terwilliger Joel
Chief Compliance Officer		 2011-02-07 13:27:18 0
0		 0 Form 4
33 JOHNS CARL D
Vice President and Treasurer		 2011-02-03 17:55:51 0
0		 0 Form 4
34 MILLER STEPHEN C
Former Director and CLO
Director		 2021-10-14 15:07:46 0
0		 0 Form 4
35 Moore Christopher
Secretary, CCO		 2021-11-29 14:52:09 0
0		 0 Form 3
36 Vickery Jonathan Albro
Officer of Advisor		 2021-11-29 15:17:44 0
0		 0 Form 3
37 Paralel Advisors
Investment Adviser		 2021-11-29 15:23:04 0
0		 0 Form 3
38 Kerschen Jill
Treasurer		 2021-11-29 15:10:00 0
0		 0 Form 3
39 MAY JEREMY O
Officer of Adviser		 2021-11-30 20:10:37 0
0		 0 Form 3
40 Quinlan Shane Kevin
Director		 2024-08-12 14:22:03 0
0		 0 Form 3
41 SRH Total Return Fund Inc.
Chief Compliance Officer		 2024-11-12 12:56:16 0
0		 0 Form 3
42 Fudjack Brenna
Chief Compliance Officer		 2024-11-15 18:44:17 0
0		 0 Form 3/A
43 Horejsi John
Director		 2004-07-20 11:33:53 0
0		 0 Form 3
44 COOPER ELLEN O
10% Owner		 2019-01-08 17:23:02 0
0		 0 Form 4
45 Duran Troy Anthony
Officer of Investment Adviser		 2018-06-01 12:09:09 0
0		 0 Form 3
46 ALPS HOLDINGS INC
Affiliate of Adviser		 2018-06-01 12:29:26 0
0		 0 Form 3
47 Burns Kathryn
Treasurer		 2018-06-04 13:42:53 0
0		 0 Form 3
48 Johanson Ryan
Asst. Treasurer		 2018-06-04 13:54:06 0
0		 0 Form 3
49 KELLEY STEPHANIE J
Secretary		 2018-06-05 12:52:02 0
0		 0 Form 4
50 MURPHEY NICOLE L
Treasurer, V.P. & CFO		 2018-06-05 12:41:01 0
0		 0 Form 4
51 FISCHER BRENDON J
Portfolio Manager		 2018-06-05 12:33:08 0
0		 0 Form 4
52 Noyes Richard Craig
Officer of Investment Adviser		 2018-06-07 10:00:41 0
0		 0 Form 3
53 DST SYSTEMS INC
Affiliate of Inv Adviser		 2018-06-08 15:53:10 0
0		 0 Form 3
54 SS&C Technologies Holdings Inc
Affiliate of Inv Adviser		 2018-06-08 15:39:54 0
0		 0 Form 3
55 BURKE EDMUND J
Officer of Investment Adviser		 2018-06-01 11:34:38 0
0		 0 Form 3
56 PARMENTIER WILLIAM R JR
Officer of Investment Adviser		 2018-06-01 11:55:04 0
0		 0 Form 3
57 Sleightholme Michael
Officer of Investment Advisor		 2019-06-19 13:48:04 0
0		 0 Form 3
58 Sutula Matthew
Officer of Investment Advisor		 2019-09-10 14:07:24 0
0		 0 Form 3
59 Spahr Laton
President of the Adviser		 2019-11-05 10:52:37 0
0		 0 Form 3
60 Nelson Erin Douglas
Officer of Investment Adviser		 2018-06-01 12:04:55 0
0		 0 Form 3
61 Owen Cara
Secretary		 2020-06-08 12:23:01 0
0		 0 Form 3
62 LBT 2019 Trust
10% Owner		 2020-06-16 17:49:05 0
0		 0 Form 4
63 Swenson Bradley J
Officer of Investment Adviser		 2018-06-01 11:47:30 0
0		 0 Form 3
64 ALPS ADVISORS INC
Investment Adviser		 2018-06-01 12:20:56 0
0		 0 Form 3