JOEL W LOONEY
CIK 1245556 · President · last filed 2025-03-27
JOEL W LOONEY is a President who has filed 39 SEC Form 4 insider transactions across 5 companies since 2007. The most recent filing, for STEW, was dated Mar 27, 2025. Across all open-market trades the lifetime net is +$143.5K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $1.4M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.43M
5
39
$143.5K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| STEW | President | 72,911 | $17.76 | $1.29M | $0 | 1 | 2025-03-27 |
| SRH Total Return Fund, Inc. (BIF) Delisted | President | 62,276 | $14.75 | $918.6K | $30.4K | 9 | 2018-06-25 |
| BTF | Director | 4,792 | $16.42 | $78.7K | -$15 | 2 | 2010-02-03 |
| DENALI FUND INC. (DNY) Delisted | Director | 1,719 | — | — | $27.1K | 4 | 2010-01-06 |
| FF | Director | 11,732 | $4.60 | $54.0K | $86.0K | 11 | 2010-01-05 |
Recent Filings
39 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-03-27 | STEW | Other (J) | −6,152 | -$106.3K | EDGAR |
| 2018-06-25 | SRH Total Return Fund, Inc. (BIF) Delisted | Buy (P) | +1,000 | $10.4K | EDGAR |
| 2018-05-31 | SRH Total Return Fund, Inc. (BIF) Delisted | Buy (P) | +2,000 | $21.3K | EDGAR |
| 2016-01-21 | SRH Total Return Fund, Inc. (BIF) Delisted | Buy (P) | +1,000 | $6.9K | EDGAR |
| 2015-05-07 | — | Disp (D) | −4,792 | $0 | |
| 2015-05-07 | — | Disp (D) | −22,232 | $0 | |
| 2015-05-06 | — | Disp (D) | −1,719 | $0 | |
| 2015-05-05 | SRH Total Return Fund, Inc. (BIF) Delisted | Grant (A) | +43,863 | $0 | EDGAR |
| 2015-03-24 | — | Sell (S) | −22,232 | $0 | |
| 2015-03-24 | SRH Total Return Fund, Inc. (BIF) Delisted | Buy (P) | +43,864 | $0 | EDGAR |