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.
Trying to locate leverage ratios, convertible holdings, or insider trades hidden deep inside Calamos Convertible Opportunities & Income Fund’s dense N-CSR? These reports exceed 200 pages and differ from a typical corporate 10-K, making it hard to gauge how CHI balances income against risk. Stock Titan’s AI-powered analysis converts every table, footnote, and schedule into plain-English highlights so you can see distribution sources, premium/discount swings, and credit exposures in minutes—not hours.
All filing types are here, refreshed the moment they post to EDGAR: the semi-annual N-CSR that functions as Calamos CHI’s annual report (yes, we still tag it “Calamos CHI annual report 10-K simplified” for easy search), portfolio updates that mirror a quarterly earnings report (10-Q) experience, plus Form 8-K event notices and the DEF 14A proxy statement covering trustee fees and executive compensation. Need to monitor Calamos CHI insider trading Form 4 transactions? Our system flags purchases or sales by fund directors in real time, answering common queries like “Calamos CHI Form 4 insider transactions real-time” without manual digging.
Use cases professionals rely on: compare quarter-over-quarter sector allocations, track leverage percentage moves before material announcements, or review how convertible positions shift when equity markets run hot. With AI-powered summaries, expert commentary, and real-time alerts, understanding Calamos CHI SEC documents with AI becomes straightforward. Whether you search for “Calamos CHI 8-K material events explained”, “Calamos CHI quarterly earnings report 10-Q filing”, or “Calamos CHI proxy statement executive compensation”, this page delivers every disclosure—clarified, connected, and ready for action.
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.