CPZ Form 3: Jeffrey S. Phlegar Reports No Beneficial Ownership

Q: 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.

Q: 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.

Q: 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.

Q: 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.

Q: 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.

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.

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Filing Sentiment

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Sentiment and the balance of points

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Form Type

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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

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.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 09/09/2025 - 01:56 PM EDT

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

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)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	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)

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.

Source: View Original Filing on SEC EDGAR