| Insiders | Shares | % | Avg Price | Total $ | |
|---|---|---|---|---|---|
| Buys | 4 | +98,034 | 100% | $10.02 | +$982,157 |
| Sells | 0 | ||||
| Net | +4 | +98,034 | 100% | +$982,157 |
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| John P. Calamos Sr. | Global CIO | $57,775,973 | +$277,461 | +0.48% | 18 Aug 2025 |
| Daniel Dufresne | President | $1,281,401 | +$100,000 | +8.5% | 03 Jul 2025 |
| Thomas E. Herman | Vice President and CFO | $450,000 | +$450,400 | 07 Jul 2025 | |
| Kevin J. Hitchen | Vice President | $154,295 | +$154,295 | 06 Aug 2025 | |
| Sharmila Kassam | Trustee | 30 Jun 2025 | |||
| James H. Vos | Trustee | 30 Jun 2025 | |||
| Thomas P. Kiley III | Vice President | 30 Jun 2025 | |||
| John E. Neal | Trustee | 30 Jun 2025 | |||
| Jacqueline Sinker | Chief Compliance Officer | 30 Jun 2025 | |||
| Bjorn Forfang | Trustee | 30 Jun 2025 | |||
| Stephen Atkins | Treasurer | 30 Jun 2025 | |||
| Thomas James Martin | Vice President | 30 Jun 2025 | |||
| Walter M. Kelly | Chief Compliance Officer | 14 Aug 2025 | |||
| Kyson Hawkins | Vice President | 30 Jun 2025 | |||
| John S. Koudounis | Trustee | 30 Jun 2025 | |||
| Ojala Erik D. | Vice President and Secretary | 30 Jun 2025 | |||
| Christopher M. Toub | Trustee | 02 Sep 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| John P. Calamos Sr. | Class I Shares of Beneficial Interest | Sale | -42% | -616 | 850 | 02 Mar 2026 | Calamos Advisors LLC | |||
| John P. Calamos Sr. | Class I Shares of Beneficial Interest | Purchase | 0.84% | 11.81 | 1,421 | 30 Oct 2025 | Calamos Advisors LLC | |||
| John P. Calamos Sr. | Class I Shares of Beneficial Interest | Purchase | 1,398 | 1,398 | 02 Oct 2025 | Calamos Advisors LLC | ||||
| John P. Calamos Sr. | Class I Common Stock | Purchase | 1.41% | $277,461 | $10.02 | 27,691 | 1,991,462 | 18 Aug 2025 | Indirect by Trust | |
| Kevin J. Hitchen | Class I Common Stock | Purchase | $154,295 | $10.04 | 15,368 | 15,368 | 06 Aug 2025 | Direct | ||
| Thomas E. Herman | Class I Common Stock | Purchase | $450,400 | $10.01 | 44,995 | 44,955 | 07 Jul 2025 | Direct | ||
| Daniel Dufresne | Class I Common Stock | Purchase | 8.46% | $100,000 | $10.02 | 9,980 | 127,884 | 03 Jul 2025 | Direct | |
| John P. Calamos Sr. | Class I Common Stock | Other | 8.45% | 152,940 | 1,963,771 | 30 Jun 2025 | Indirect through Calamos Advisors LLC | |||
| John P. Calamos Sr. | Class I Common Stock | Other | 2.33% | 41,267 | 1,810,832 | 30 Jun 2025 | Indirect by Spouse | |||
| John P. Calamos Sr. | Class I Common Stock | Other | 1,769,565 | 1,769,565 | 30 Jun 2025 | Indirect by Trust | ||||
| Daniel Dufresne | Class I Common Stock | Other | 117,904 | 117,904 | 30 Jun 2025 | Direct | ||||
| Stephen Atkins | Class I Common Stock | Other | 17,686 | 17,686 | 30 Jun 2025 | Direct | ||||
| Erik D. Ojala | Class I Common Stock | Other | 11,790 | 11,790 | 30 Jun 2025 | Indirect by Trust | ||||
| James H. Vos | Class I Common Stock | Other | 124,979 | 124,979 | 30 Jun 2025 | Direct | ||||
| John S. Koudounis | Class I Common Stock | Other | 235,809 | 235,809 | 30 Jun 2025 | Direct | ||||
| John P. Calamos Sr. | Class I Shares of Beneficial Interest | Purchase | 111.9% | 10,006 | 18,949 | 05 Jun 2025 | Calamos Investments LLC | |||
| John P. Calamos Sr. | Class I Shares of Beneficial Interest | Purchase | 8,943 | 8,943 | 10 Jul 2024 | Calamos Investments LLC | ||||
| John P. Calamos Sr. | Class M Shares of Beneficial Interest | Purchase | 438.2% | 3,000 | 3,685 | 07 Jun 2023 | Calamos Investments LLC | |||
| John P. Calamos Sr. | Class C Shares of Beneficial Interest | Purchase | 449.5% | 3,000 | 3,667 | 07 Jun 2023 | Calamos Investments LLC | |||
| John P. Calamos Sr. | Class A Shares of Beneficial Interest | Purchase | 407.5% | 3,000 | 3,736 | 07 Jun 2023 | Calamos Investments LLC |