| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| SRH Total Return Fund, Inc. | PRESIDENT, Director | COMMON STOCK | 74,308 | $1,318,438 | $17.74 | 31 Jul 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| STEW | SRH Total Return Fund, Inc. | 30 Nov 2025 | 5 | -$69,216 | 5 | PRESIDENT, Director | 08 Dec 2025, 12:25 |
| STEW | SRH Total Return Fund, Inc. | 26 Mar 2025 | 1 | -$106,312 | 4 | President, Director | 27 Mar 2025, 12:23 |
| STEW | SRH Total Return Fund, Inc. | 30 Nov 2024 | 8 | +$42,098 | 5 | President, Director | 02 Dec 2024, 16:28 |
| STEW | SRH Total Return Fund, Inc. | 30 Nov 2023 | 8 | +$36,841 | 5 | President, Director | 11 Dec 2023, 17:29 |
| STEW | SRH Total Return Fund, Inc. | 30 Nov 2022 | 8 | +$34,068 | 5 | President, Director | 06 Dec 2022, 14:43 |
| STEW | BOULDER GROWTH & INCOME FUND | 30 Nov 2021 | 8 | +$28,042 | 5 | President, Director | 03 Dec 2021, 10:55 |