Welcome to our dedicated page for Calamos Convertible Opps & Income SEC filings (Ticker: CHI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
calamos investments is a diversified global investment manager committed to excellence in investment management and client service. calamos was founded in 1977 by john p. calamos, sr. who sought innovative, risk-managed approaches to grow and preserve capital. today the firm is recognized as a pioneer in utilizing convertible securities and alternative investments to manage risk, and has retained its character as a boutique investment firm. headquartered in the chicago metropolitan area, the firm also has offices in london, new york, san francisco, and the miami area. calamos offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds and ucits funds. clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. for more information, please visit www.calamos.com.Jeffrey S. Phlegar, identified as an officer of Calamos Convertible Opportunities & Income Fund (CHI), submitted an initial Form 3 reporting that he does not beneficially own any securities of the issuer. The filing is an initial ownership disclosure under Section 16 and was executed by an attorney‑in‑fact on behalf of Mr. Phlegar. The form lists his residence in Naperville, IL and confirms the individual filing status.
Calamos Convertible Opportunities & Income Fund insider Mickey Mark (listed as an officer, Former Chief Compliance Officer) reported a transaction in the issuer's common stock. The Form 4 shows a transaction dated 08/11/2025 for 1,000 shares at a price of $10.36, with reported beneficial ownership following the transaction of 0 shares and ownership listed as Direct.
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