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[Form 3] Calamos Long/Short Equity & Dynamic Income Trust Initial Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
3

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.

Jeffrey S. Phlegar, riferente come ufficiale di Calamos Long/Short Equity & Dynamic Income Trust (CPZ), ha presentato una Dichiarazione Iniziale di Proprietà Beneficiaria (Modulo 3) datata 09/01/2025. La presentazione, firmata da Tracey Quinn con procura il 09/09/2025, indica che nessuna titolarità è detenuta dalla persona che segnala. Il modulo segnala che è stata presentata da una sola persona segnala e non contiene partecipazioni o posizioni derivate da riportare.
Jeffrey S. Phlegar, reportando como agente de Calamos Long/Short Equity & Dynamic Income Trust (CPZ), presentó una Declaración Inicial de Propiedad Beneficiaria (Formulario 3) con fecha 09/01/2025. La presentación, firmada por Tracey Quinn por poder el 09/09/2025, revela que ningún valor es propiedad beneficiaria por la persona que reporta. El formulario señala que fue presentado por una sola persona reportante y no contiene participaciones ni posiciones derivadas que reportar.
Jeffrey S. Phlegar는 Calamos Long/Short Equity & Dynamic Income Trust (CPZ)공무원으로서 초기 수익 소유권 진술서(Form 3)2025-09-01에 제출했습니다. 이 제출은 Tracey Quinn가 대리로 2025-09-09에 서명했으며, 보고자에 의해 자신이 소유한 주식이 없다고 밝힙니다. 양식은 한 명의 보고자가 제출했으며 보고할 보유 주식이나 파생 포지션이 없다고 명시합니다.
Jeffrey S. Phlegar, agissant en tant qu'officier de Calamos Long/Short Equity & Dynamic Income Trust (CPZ), a déposé une Déclaration initiale de propriété bénéficiaire (forme 3) datée du 01/09/2025. Le dépôt, signé par Tracey Quinn par procuration le 09/09/2025, indique que aucune valeur mobilière n’est détenue en tant que bénéficiaire par la personne qui déclare. Le formulaire précise qu’il a été déposé par une seule personne déclarant et qu’il ne contient aucune détention ou position dérivée à déclarer.
Jeffrey S. Phlegar, der als Beamter von Calamos Long/Short Equity & Dynamic Income Trust (CPZ) berichtet, hat eine Initialerklärung des wirtschaftlich Berechtigten (Formular 3) datiert 01.09.2025 eingereicht. Die Einreichung, von Tracey Quinn durch Vollmacht am 09.09.2025 unterschrieben, gibt an, dass keine Wertpapiere dem meldepflichtigen Personseigentum zustehen. Das Formular vermerkt, dass es von einer meldenden Person eingereicht wurde und dass keine Bestände oder Derivate zu melden sind.
جيفري س. فليغار، وهو يقدّم تقاريره كضابط في Calamos Long/Short Equity & Dynamic Income Trust (CPZ)، قد قدّم بيان الملكية الفعالة الأولي (النموذج 3) المؤرّخ في 09/01/2025. وقد وقّع على التقديم Tracey Quinn بالوكالة في 09/09/2025، ويفيد بأن لا توجد أسهم مملوكة بشكل فعّال من قبل الشخص المبلغ. ويشير النموذج إلى أنه قدّم من قِبل شخص واحد من المبلغين ولا يحتوي على نگهد ملكيات أو مراكز مشتقة للإبلاغ عنها.
Jeffrey S. Phlegar 作为 Calamos Long/Short Equity & Dynamic Income Trust (CPZ)官员 报告,提交了日期为 2025/09/01 的初始受益所有权申报表(表格3)。该申报由 Tracey Quinn 通过授权在 2025/09/09 签署,披露报告人 不持有任何证券。该表格注明仅由一名报告人提交,且不包含需要报告的持股或衍生头寸。
Positive
  • None.
Negative
  • None.
Jeffrey S. Phlegar, riferente come ufficiale di Calamos Long/Short Equity & Dynamic Income Trust (CPZ), ha presentato una Dichiarazione Iniziale di Proprietà Beneficiaria (Modulo 3) datata 09/01/2025. La presentazione, firmata da Tracey Quinn con procura il 09/09/2025, indica che nessuna titolarità è detenuta dalla persona che segnala. Il modulo segnala che è stata presentata da una sola persona segnala e non contiene partecipazioni o posizioni derivate da riportare.
Jeffrey S. Phlegar, reportando como agente de Calamos Long/Short Equity & Dynamic Income Trust (CPZ), presentó una Declaración Inicial de Propiedad Beneficiaria (Formulario 3) con fecha 09/01/2025. La presentación, firmada por Tracey Quinn por poder el 09/09/2025, revela que ningún valor es propiedad beneficiaria por la persona que reporta. El formulario señala que fue presentado por una sola persona reportante y no contiene participaciones ni posiciones derivadas que reportar.
Jeffrey S. Phlegar는 Calamos Long/Short Equity & Dynamic Income Trust (CPZ)공무원으로서 초기 수익 소유권 진술서(Form 3)2025-09-01에 제출했습니다. 이 제출은 Tracey Quinn가 대리로 2025-09-09에 서명했으며, 보고자에 의해 자신이 소유한 주식이 없다고 밝힙니다. 양식은 한 명의 보고자가 제출했으며 보고할 보유 주식이나 파생 포지션이 없다고 명시합니다.
Jeffrey S. Phlegar, agissant en tant qu'officier de Calamos Long/Short Equity & Dynamic Income Trust (CPZ), a déposé une Déclaration initiale de propriété bénéficiaire (forme 3) datée du 01/09/2025. Le dépôt, signé par Tracey Quinn par procuration le 09/09/2025, indique que aucune valeur mobilière n’est détenue en tant que bénéficiaire par la personne qui déclare. Le formulaire précise qu’il a été déposé par une seule personne déclarant et qu’il ne contient aucune détention ou position dérivée à déclarer.
Jeffrey S. Phlegar, der als Beamter von Calamos Long/Short Equity & Dynamic Income Trust (CPZ) berichtet, hat eine Initialerklärung des wirtschaftlich Berechtigten (Formular 3) datiert 01.09.2025 eingereicht. Die Einreichung, von Tracey Quinn durch Vollmacht am 09.09.2025 unterschrieben, gibt an, dass keine Wertpapiere dem meldepflichtigen Personseigentum zustehen. Das Formular vermerkt, dass es von einer meldenden Person eingereicht wurde und dass keine Bestände oder Derivate zu melden sind.
SEC Form 3
FORM 3 UNITED 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*
PHLEGAR JEFFREY S

(Last) (First) (Middle)
2020 CALAMOS COURT

(Street)
NAPERVILLE IL 60563

(City) (State) (Zip)
2. Date of Event Requiring Statement (Month/Day/Year)
09/01/2025
3. Issuer Name and Ticker or Trading Symbol
Calamos Long/Short Equity & Dynamic Income Trust [ CPZ ]
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
Officer (give title below) X Other (specify below)
Trustee
5. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form 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)
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 Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
No securities are beneficially owned.
s/ Tracey Quinn, by Power of Attorney for Jeffrey S. Phlegar, Attorney-in-Fact 09/09/2025
** Signature of Reporting Person Date
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.

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.
Calamos L/S Equity & Dynamic Inc Trust

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