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STEWART WEST INDIES TRUST

CIK 1247997 · last filed 2020-11-03

STEWART WEST INDIES TRUST is a corporate insider who has filed 9 SEC Form 4 insider transactions across 3 companies since 2014. The most recent filing shows the insider bought $99.1M of BIF on Nov 3, 2020. Across all open-market trades the lifetime net is +$111.0M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $615.4K across reported positions. The firm reports its address in Anchorage, AK. 14 SEC filings were submitted jointly with STEWART R HOREJSI.

"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

$615.4K

Companies

3

Total Filings

9

Lifetime Open-Market Net

$111.02M

Filer Profile

Reported Address
C/O ALASKA TRUST COMPANY
1029 WEST 3RD AVENUE, SUITE 400
ANCHORAGE, AK 99501
Phone
(303) 444-5483
Related Filers
STEWART R HOREJSI — 14 joint filings, latest 2015-12-23
SUSAN L CICIORA TRUST — 6 joint filings, latest 2015-12-23
EVERGREEN TRUST — 1 joint filings, latest 2003-07-07
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

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
SRH Total Return Fund, Inc. (BIF) Delisted 10%+ Owner 4,211,106 $14.75 $62.11M $107.00M 6 2020-11-03
BTF 10%+ Owner 26,065 $23.61 $615.4K $1.43M 1 2014-12-02
DENALI FUND INC. (DNY) Delisted 10%+ Owner 56,608 — — $2.59M 1 2014-12-02

Recent Filings

9 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2020-11-03 SRH Total Return Fund, Inc. (BIF) Delisted Buy (P) +15,101,049 $99.13M EDGAR
2020-06-22 SRH Total Return Fund, Inc. (BIF) Delisted Buy (P) +11,156 $106.4K EDGAR
2020-06-16 SRH Total Return Fund, Inc. (BIF) Delisted Buy (P) +11,156 $106.7K EDGAR
2020-02-25 SRH Total Return Fund, Inc. (BIF) Delisted Buy (P) +657,097 $7.66M EDGAR
2015-12-23 SRH Total Return Fund, Inc. (BIF) Delisted Other (J) −4,291,608 $0 EDGAR
2015-12-23 SRH Total Return Fund, Inc. (BIF) Delisted Other (J) +1,172,038 $0 EDGAR
2015-03-24 — Sell (S) −1,374,996 $0
2014-12-02 BTF Buy (P) +51,396 $1.43M EDGAR
2014-12-02 DENALI FUND INC. (DNY) Delisted Buy (P) +113,216 $2.59M EDGAR
Form 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.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.