Calamos L/S Equity & Dynamic Inc Trust SEC Filings

Calamos Long/Short Equity & Dynamic Income Trust insider activity: President and Chairman John P. Calamos, a director of CPZ, reported multiple open-market sales of common stock on 12/17/2025 through the John P. Calamos 1985 Trust. The trades covered several blocks of shares at prices between $14.67 and $14.81 per share. Following these transactions, the trust’s direct reported position in CPZ common stock was reduced to 0 shares.

The report notes a balance of 13,517.16 shares as of 12/16/2025 for the trust before the sales. In addition to the trust, indirect beneficial holdings are shown as 7,194.24 shares held by Calamos Advisors LLC and 67,508 shares held by Calamos Family Partners, Inc. The reporting person states that they disclaim beneficial ownership of these securities except to the extent of their pecuniary interest.

Calamos Long/Short Equity & Dynamic Income Trust director, president and chairman John P. Calamos Sr. reported multiple sales of the trust’s common stock on 12/16/2025 by the John P. Calamos 1985 Trust. Individual transactions ranged from 32 to 10,225 shares sold at prices between $14.60 and $14.82 per share.

After these sales, the John P. Calamos 1985 Trust held 13,817.16 shares of common stock, with additional indirect holdings of 7,194.24 shares through Calamos Advisors LLC and 67,508 shares through Calamos Family Partners, Inc. The reporting person states that they disclaim beneficial ownership of these securities except to the extent of their pecuniary interest.

Calamos Long/Short Equity & Dynamic Income Trust insider John P. Calamos Sr., who serves as President, Chairman and Director, reported multiple open-market sales of common stock. The transactions, coded "S", took place on 12/12/2025 and 12/15/2025 and were executed in several small blocks through the John P. Calamos 1985 Trust at prices around $14.55–$14.69 per share.

After these sales, the form shows indirect beneficial ownership of 38,817.16 common shares via the John P. Calamos 1985 Trust, 7,194.24 common shares via Calamos Advisors LLC, and 67,508 common shares via Calamos Family Partners, Inc. The reporting person states they disclaim beneficial ownership of these securities except to the extent of their pecuniary interest.

Jeffrey S. Phlegar filed an Initial Statement of Beneficial Ownership (Form 3) for Calamos Long/Short Equity & Dynamic Income Trust (CPZ) reporting the event date 09/01/2025. The filer is identified as an officer of the issuer. The submission states no securities are beneficially owned by the reporting person as of the event date. The form was signed by an attorney-in-fact on 09/09/2025.

Jeffrey S. Phlegar, reporting as an officer of Calamos Long/Short Equity & Dynamic Income Trust (CPZ), filed an Initial Statement of Beneficial Ownership (Form 3) dated 09/01/2025. The filing, signed by Tracey Quinn by power of attorney on 09/09/2025, discloses that no securities are beneficially owned by the reporting person. The form notes it was filed by one reporting person and contains no holdings or derivative positions to report.

Hugh Armstrong filed an Initial Statement of Beneficial Ownership (Form 3) for Calamos Long/Short Equity & Dynamic Income Trust (CPZ) reporting that he does not beneficially own any securities of the issuer. The report records the triggering event date as 09/01/2025 and the filing is signed by an attorney-in-fact on 09/09/2025. The form indicates the reporter's relationship as an officer (and lists "Other") and confirms no direct or indirect ownership across the non-derivative and derivative tables.