JOEL W LOONEY

CIK 1245556 · President · last filed 2025-03-27

"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.

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Disclosed Exposure

$1.43M

Companies

5

Total Filings

39

Lifetime Open-Market Net

$143.5K

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
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 · Page 4 of 4

39 filings
Form 4 transactions across all companies, newest first.
Filed Symbol Action Net Shares Net $ Link
2008-03-11 FF Buy (P) +1,000 $8.9K EDGAR
2008-01-04 DENALI FUND INC. (DNY) Delisted Buy (P) +800 $14.5K EDGAR
2008-01-02 FF Buy (P) +871 $9.2K EDGAR
2007-09-18 SRH Total Return Fund, Inc. (BIF) Delisted Exer (X) +2,515 $21.8K EDGAR
2007-07-19 FF Buy (P) +1,000 $13.1K EDGAR
2007-02-23 SRH Total Return Fund, Inc. (BIF) Delisted Sell (S) −1,014 -$11.7K EDGAR
2007-02-08 FF Buy (P) +2,000 $29.8K EDGAR
2007-01-08 FF Other (J) +202 $3.0K EDGAR
2007-01-03 BTF Other (J) +217 $4.7K EDGAR
Showing 3139 of 39
Page 4 of 4
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.