SWRD - Stewards

SWRD is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.

Is anyone targeting this fund?

Yes - 4 large investors hold stakes in this company, and 4 of them are pushing for changes.

What this means for you

Glen Anthony Whitefoord Steward, Vincent C Napolitano, Robert Abele Charles and Anthony Quin Shaun have told the regulator it may push for changes at this company. That usually means asking for a seat on the board, a sale of the company, or a change in how it is run.

Nothing is required of you now.

Large investors can also sell down and walk away. We show every notice they file, the day it is filed.

Email me if this changes

What happened, and when

  1. Sept 16, 2026

    Robert Abele Charles now owns 17.2%. It has said it may push for changes.

    Original document →
  2. Sept 16, 2026

    Glen Anthony Whitefoord Steward now owns 35.9%. It has said it may push for changes.

    Original document →
  3. Sept 16, 2026

    Vincent C Napolitano now owns 19.2%. It has said it may push for changes.

    Original document →
  4. Sept 16, 2026

    Anthony Quin Shaun now owns 9.6%. It has said it may push for changes.

    Original document →
Details: all notices, events and fund facts
Notices from large investors about SWRD
DateInvestorStakeType of notice
Sept 16, 2026 Robert Abele Charles 17.2% May push for changes
Sept 16, 2026 Glen Anthony Whitefoord Steward 35.9% May push for changes
Sept 16, 2026 Vincent C Napolitano 19.2% May push for changes
Sept 16, 2026 Anthony Quin Shaun 9.6% May push for changes

No announcements from the fund on file.

Run by
not filed yet
Fund family
not filed yet
Exchange
Nasdaq

See this fund's page at the SEC →

Download this fund's history (CSV)

Email me when something new is filed for SWRD

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