STOCK TITAN

[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 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 ha presentato una Dichiarazione iniziale di proprietà beneficiaria (Modulo 3) per Calamos Long/Short Equity & Dynamic Income Trust (CPZ) riportando la data evento 01/09/2025. Il dichiarante è identificato come un dirigente dell'emittente. La presentazione dichiara che nessuna azione è detenuta direttamente o indirettamente dal soggetto che riporta al data evento. Il modulo è stato firmato da un procuratore-in-fatto il 09/09/2025.

Jeffrey S. Phlegar presentó una declaración inicial de propiedad beneficiosa (Formulario 3) para Calamos Long/Short Equity & Dynamic Income Trust (CPZ) informando la fecha del evento 01/09/2025. El declarante se identifica como un funcionario de la emisora. La presentación indica que ninguna seguridad es propiedad beneficiosa por parte de la persona que reporta a la fecha del evento. El formulario fue firmado por un apoderado el 09/09/2025.

Jeffrey S. Phlegar초기 수익 소유 진술(양식 3)Calamos Long/Short Equity & Dynamic Income Trust (CPZ)에 제출하였고, 사건 날짜는 2025-09-01입니다. 제출인은 발행자의 임원으로 식별됩니다. 보고자는 사건 날짜 기준으로 보유 증권이 없음을 명시합니다. 양식은 사실상의 대리인2025-09-09에 서명했습니다.

Jeffrey S. Phlegar a déposé une Déclaration initiale de propriété bénéficiaire (Formulaire 3) pour Calamos Long/Short Equity & Dynamic Income Trust (CPZ) en indiquant la date de l’événement 01/09/2025. Le déclarant est identifié comme un fonctionnaire de l’émetteur. La déclaration indique que aucune valeur mobilière n’est possédée bénéficiairement par la personne qui déclare à la date de l’événement. Le formulaire a été signé par un mandataire le 09/09/2025.

Jeffrey S. Phlegar hat eine Erstangabe der wirtschaftlichen Eigentümerschaft (Formular 3) für Calamos Long/Short Equity & Dynamic Income Trust (CPZ) eingereicht und das Ereignisdatum 01.09.2025 angegeben. Der Einsender wird als Vorgesetzter des Emittenten identifiziert. Die Einreichung gibt an, dass zum Stichtag keine Wertpapiere im wirtschaftlichen Eigentum der meldenden Person stehen. Das Formular wurde von einem Bevollmächtigten am 09.09.2025 unterschrieben.

Jeffrey S. Phlegar قدّم بياناً ابتدائياً عن الملكية Beneficial (النموذج 3) لـ Calamos Long/Short Equity & Dynamic Income Trust (CPZ) مع تاريخ الحدث 01/09/2025. المُقدِّم مُعرّف ك< b>ضابط في المُصدر. تنصّ الإبلاغ على أن لا توجد أسهم مملوكة بشكل مستفاد من قِبل الشخص المبلغ عنه حتى تاريخ الحدث. تم توقيع النموذج من قبل محامٍ-في-الوكالة في 09/09/2025.

Jeffrey S. Phlegar 提交了初始受益所有权声明(表格3),用于 Calamos Long/Short Equity & Dynamic Income Trust (CPZ),事件日期为2025/09/01。申报人被识别为发行人的官员。提交声明在事件日期时表示未直接或间接拥有证券。该表格于2025/09/09由一名授权代理人签署。

Positive
  • None.
Negative
  • None.

Jeffrey S. Phlegar ha presentato una Dichiarazione iniziale di proprietà beneficiaria (Modulo 3) per Calamos Long/Short Equity & Dynamic Income Trust (CPZ) riportando la data evento 01/09/2025. Il dichiarante è identificato come un dirigente dell'emittente. La presentazione dichiara che nessuna azione è detenuta direttamente o indirettamente dal soggetto che riporta al data evento. Il modulo è stato firmato da un procuratore-in-fatto il 09/09/2025.

Jeffrey S. Phlegar presentó una declaración inicial de propiedad beneficiosa (Formulario 3) para Calamos Long/Short Equity & Dynamic Income Trust (CPZ) informando la fecha del evento 01/09/2025. El declarante se identifica como un funcionario de la emisora. La presentación indica que ninguna seguridad es propiedad beneficiosa por parte de la persona que reporta a la fecha del evento. El formulario fue firmado por un apoderado el 09/09/2025.

Jeffrey S. Phlegar초기 수익 소유 진술(양식 3)Calamos Long/Short Equity & Dynamic Income Trust (CPZ)에 제출하였고, 사건 날짜는 2025-09-01입니다. 제출인은 발행자의 임원으로 식별됩니다. 보고자는 사건 날짜 기준으로 보유 증권이 없음을 명시합니다. 양식은 사실상의 대리인2025-09-09에 서명했습니다.

Jeffrey S. Phlegar a déposé une Déclaration initiale de propriété bénéficiaire (Formulaire 3) pour Calamos Long/Short Equity & Dynamic Income Trust (CPZ) en indiquant la date de l’événement 01/09/2025. Le déclarant est identifié comme un fonctionnaire de l’émetteur. La déclaration indique que aucune valeur mobilière n’est possédée bénéficiairement par la personne qui déclare à la date de l’événement. Le formulaire a été signé par un mandataire le 09/09/2025.

Jeffrey S. Phlegar hat eine Erstangabe der wirtschaftlichen Eigentümerschaft (Formular 3) für Calamos Long/Short Equity & Dynamic Income Trust (CPZ) eingereicht und das Ereignisdatum 01.09.2025 angegeben. Der Einsender wird als Vorgesetzter des Emittenten identifiziert. Die Einreichung gibt an, dass zum Stichtag keine Wertpapiere im wirtschaftlichen Eigentum der meldenden Person stehen. Das Formular wurde von einem Bevollmächtigten am 09.09.2025 unterschrieben.

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 the Form 3 filed for CPZ disclose?

The Form 3 for CPZ filed by Jeffrey S. Phlegar reports that no securities are beneficially owned as of the event date 09/01/2025.

What is the reporting person's relationship to Calamos Long/Short Equity & Dynamic Income Trust (CPZ)?

The filing lists the reporting person as an Officer of the issuer.

When was the Form 3 event date and when was it signed?

The event date on the Form 3 is 09/01/2025 and the form was signed by power of attorney on 09/09/2025.

Does the Form 3 show any indirect ownership or derivative positions?

No. The filing explicitly states "No securities are beneficially owned." There are no entries in Table I or Table II.

Who executed the Form 3 on behalf of the reporting person?

The form was executed by Tracey Quinn by power of attorney for Jeffrey S. Phlegar.

Calamos L/S Equity & Dynamic Inc Trust

NASDAQ:CPZ

CPZ Rankings

CPZ Latest News

CPZ Latest SEC Filings

CPZ Stock Data

306.85M
19.63M
0.72%
50.52%
0.24%
Asset Management
Financial Services
United States
Naperville