Welcome to our dedicated page for Calamos Convertible Opportunities and Income Fund 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Calamos Convertible Opportunities and Income Fund's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Calamos Convertible Opportunities and Income Fund's regulatory disclosures and financial reporting.
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND filed an amended insider ownership report for John S. Koudounis. He is identified as a Vice President and noted as a Trustee effective 9-1-25. The amendment does not report any insider share purchases or sales, focusing solely on role and status disclosure.
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 (CHI) insider Hugh Armstrong filed a Form 3 as a trustee, indicating his relationship to the fund. The filing states that no securities of the fund are beneficially owned, and both the non-derivative and derivative ownership tables are effectively empty. This means that, as of the event date of 09/01/2025, Armstrong reports no direct or indirect ownership of CHI shares or related derivative securities.
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.