Calamos (CPZ) Form 3 — Officer Reports Zero Beneficial Ownership
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
FAQ
What did Jeffrey S. Phlegar report on Form 3 for CPZ?
The filing states no securities are beneficially owned by Jeffrey S. Phlegar as of the event date 09/01/2025.
What is the reporting relationship of Jeffrey S. Phlegar to CPZ?
The form lists Jeffrey S. Phlegar as an Officer of Calamos Long/Short Equity & Dynamic Income Trust (CPZ).
Was the Form 3 filed jointly or by one person?
The filing indicates it was filed by one reporting person (not a joint or group filing).
Who signed the Form 3 and when?
The Form 3 was signed by Tracey Quinn by power of attorney for Jeffrey S. Phlegar on 09/09/2025.
Does the Form 3 disclose any derivative securities or options?
No. The filing contains no entries in Table I or Table II and explicitly states no securities are beneficially owned.