Welcome to our dedicated page for Calamos L/S Equity & Dynamic Trust SEC filings (Ticker: CPZ), 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.
calamos investments is a diversified global investment manager committed to excellence in investment management and client service. calamos was founded in 1977 by john p. calamos, sr. who sought innovative, risk-managed approaches to grow and preserve capital. today the firm is recognized as a pioneer in utilizing convertible securities and alternative investments to manage risk, and has retained its character as a boutique investment firm. headquartered in the chicago metropolitan area, the firm also has offices in london, new york, san francisco, and the miami area. calamos offers strategies through separately managed portfolios, mutual funds, closed-end funds, private funds and ucits funds. clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. for more information, please visit www.calamos.com.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