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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.

(High)
(Neutral)
Form Type
3

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.

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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)
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
Mandatory Redeemable Preferred Shares financial
"security titled "Mandatory Redeemable Preferred Shares, Series H""
A share that pays a fixed return and must be bought back by the issuer at a set time or upon a predetermined event, combining features of stock and a loan. It matters to investors because holders get priority on payments and a promised repayment date—like lending money with a scheduled payback—so these shares limit upside from company growth but reduce risk compared with ordinary shares and can affect a company’s future cash needs.
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.

How many Calamos Global Dynamic Income Fund Series H preferred shares does Thrivent hold?

Thrivent Financial for Lutherans holds 260,000 Mandatory Redeemable Preferred Shares, Series H of Calamos Global Dynamic Income Fund (CHW), reported as a direct holding in the Form 3 filing dated 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.

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Learn about SEC filing dates
SEC Form 3
FORM 3UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
THRIVENT FINANCIAL FOR LUTHERANS

(Last)(First)(Middle)
901 MARQUETTE AVENUE
SUITE 2500

(Street)
MINNEAPOLIS MINNESOTA 55402-3211

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
08/26/2026
3. Issuer Name and Ticker or Trading Symbol
Calamos Global Dynamic Income Fund [ CHW ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
DirectorX10% Owner
Officer (give title below)Other (specify below)
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5)
Mandatory Redeemable Preferred Shares, Series H260,000D
Table II - Derivative Securities Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year)3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5)
Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
/s/ David S. Royal09/02/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)