Calamos Long/Short (CPZ) Officer Files Form 3 Showing Zero Holdings
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
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.