CSQ Form 3/A: John Koudounis Reports 15,830 Shares, Trustee Role
John S. Koudounis filed an amended Form 3 reporting his beneficial ownership in Calamos Strategic Total Return Fund (CSQ).
Rhea-AI Filing Summary
John S. Koudounis filed an amended Form 3 reporting his beneficial ownership in Calamos Strategic Total Return Fund (CSQ). The amendment updates his relationship to the issuer: he is listed as an officer (Vice President) and as a trustee effective 09/01/2025. The statement shows 15,830 shares of common stock owned directly. The amendment references an original filing dated 07/11/2016 and is signed on 09/09/2025.
Positive
- Amended filing documents the reporting person's updated relationship with the issuer (Vice President and Trustee effective 09/01/2025).
- Direct ownership of 15,830 common shares is disclosed, providing transparency under Section 16 reporting rules.
Negative
- None.
Insights
TL;DR: Routine ownership disclosure updating the reporter's role as trustee; no new securities issued or derivative positions reported.
The amended Form 3 clarifies the reporting person's relationship to the fund, listing both an officer title and trustee status effective 09/01/2025. It reports a single class of non-derivative common stock ownership of 15,830 shares held directly. This filing appears to be a corrective/clarifying amendment rather than a transaction report and contains no additional compensation, grants, or derivative securities.
TL;DR: Disclosure is informational and routine; it records direct ownership but shows no material trading activity.
The document provides basic Section 16 reporting information: reporting person name and address, event date 09/01/2025, and direct ownership of 15,830 common shares. There are no derivative holdings reported and no sale or purchase amounts disclosed. For investors, this is a standard ownership update without indication of a change in share count.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
FAQ
What does the Form 3/A for CSQ filed by John S. Koudounis disclose?
Did the filing report any derivative securities or option holdings for CSQ?
When was the event requiring this statement and when was the form signed?
Does the amendment replace an earlier filing?
AI-generated analysis. How Rhea-AI works. Not financial advice.