Calamos fund: Thrivent discloses 260K preferred
Thrivent Financial for Lutherans reports an initial 10% ownership position in Calamos Global Dynamic Income Fund’s Series H mandatory redeemable preferred shares.
Rhea-AI Filing Summary
Calamos Global Dynamic Income Fund (CHW) filed an initial ownership report showing that Thrivent Financial for Lutherans is a ten percent owner of the fund. The filing lists Thrivent’s direct holding of 260,000 Mandatory Redeemable Preferred Shares, Series H as of August 26, 2026, with no specific transaction reported.
Positive
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Negative
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Insights
Analyzing...
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
THRIVENT FINANCIAL FOR LUTHERANS
Role
10% Owner
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Mandatory Redeemable Preferred Shares, Series H | -- | -- | -- |
Holdings After Transaction:
Mandatory Redeemable Preferred Shares, Series H — 260,000 shares (Direct)
Key Figures
Preferred shares held: 260,000 Mandatory Redeemable Preferred Shares, Series H
Ownership status: Ten percent owner
Reporting date: August 26, 2026
3 metrics
Preferred shares held
260,000 Mandatory Redeemable Preferred Shares, Series H
Direct holding reported for Thrivent Financial for Lutherans as of August 26, 2026
Ownership status
Ten percent owner
Reporting person status for Thrivent Financial for Lutherans in relation to Calamos Global Dynamic Income Fund
Reporting date
August 26, 2026
Transaction/holding date for the reported Series H preferred share position
Key Terms
Mandatory Redeemable Preferred Shares, ten percent owner, Form 3
3 terms
ten percent owner financial
"reporting person is indicated as a ten percent owner"
Form 3 regulatory
"initial statement of beneficial ownership is reported on Form 3"
Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.
FAQ
What insider position was reported in CHW on this Form 3?
The Form 3 reports that Thrivent Financial for Lutherans is a ten percent owner of Calamos Global Dynamic Income Fund (CHW), holding 260,000 Mandatory Redeemable Preferred Shares, Series H directly as of August 26, 2026.
Is the CHW Form 3 reporting a trade or just holdings?
The CHW Form 3 reports holdings only. It lists Thrivent Financial for Lutherans’ direct ownership of 260,000 Series H Mandatory Redeemable Preferred Shares, with no specific buy or sell transaction code indicated.
What class of CHW securities is disclosed in this Form 3?
The filing discloses ownership of Mandatory Redeemable Preferred Shares, Series H of Calamos Global Dynamic Income Fund (CHW). Thrivent Financial for Lutherans is reported as directly holding 260,000 shares of this preferred class.
Does the CHW Form 3 mention a Rule 10b5-1 trading plan?
No. The Form 3 data show the document-level Rule 10b5-1 field as null, and there is no footnote indicating that the reported holdings are subject to a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.