Filer Snapshot

Jeffrey S. Phlegar

CIK 0001285634. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

1

Latest filing

13 May 2021

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: Forms 3/4/5 owner position for CSQ. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

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Populates from the latest parsed 13F information table.

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13D/G large stake

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No recent parsed 13D/G stake row for this CIK.

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Source: SEC Forms 3/4/5

4 filed on 13 May 2021 for CIK 0001285634.

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Business address
2020 Calamos Court, Naperville, IL, 60563

Filer intelligence

What SEC filings say about Jeffrey S. Phlegar

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Forms 3/4/5 show insider context for CSQ.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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Forms 3/4/5 insider context

CSQ

02 Sep 2025

Issuer page Owner page

CPZ

01 Sep 2025

Issuer page Owner page

CHY

01 Sep 2025

Issuer page Owner page

CHW

01 Sep 2025

Issuer page Owner page

Latest update

What changed recently for Jeffrey S. Phlegar

Ownership report updated

Latest ownership report period: 02 Sep 2025. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Sep 2025

Page type

Ownership filings

Latest period

02 Sep 2025

Ownership context was refreshed from SEC Forms 3/4/5 filed on 12 Sep 2025.

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SEC filing record

CIK 0001285634 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
1
First seen
13 May 2021
Latest filing
13 May 2021
Entity
Individual

Observed form types

4

CIK-linked evidence first

Jeffrey S. Phlegar SEC filings Jeffrey S. Phlegar owner filings Open SEC filing index

Latest Filings

Showing the latest 1 of 1 SEC filings for Jeffrey S. Phlegar.

4

4 filing

Filing date
13 May 2021
Reporting date
12 May 2021
SEC evidence
Open document Open filing
Next action
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