organization · Reporting owner
Calamos Family Partners, Inc.
Disclosed activity across 3 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Calamos Aksia Hedged Strategies FundN/A · Entity 19330 | 10% owner | June 29, 2026 | July 01, 2026 |
| Calamos Asset Management, Inc. /DE/CLMS · Entity 178354 | 10% owner | February 18, 2017 | February 22, 2017 |
| Calamos Dynamic Convertible & Income FundCCD · Entity 417 | Ultimate Parent of Inv Adviser | July 01, 2019 | July 03, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Calamos Aksia Hedged Strategies Fund
Report date June 29, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class I Common StockSEC Table I · non-derivative | Direct | 938,955.955 |
Reported balance
Holding disclosure · report date 2026-06-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 938,955.955 F1: Represents shares acquired by Calamos Family Partners, Inc. in an in-kind distribution from Calamos Investments LLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired by Calamos Family Partners, Inc. in an in-kind distribution from Calamos Investments LLC.
Calamos Asset Management, Inc. /DE/
Report date February 18, 2017 · Filed February 22, 2017
Jointly reported with CALAMOS JOHN P SR, Calamos Partners LLC
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2017-02-18 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2017-02-18 · Disposition to issuer · Disposed 8,213.402 · Balance 0 F1: Class A Common Stock disposed of via tender offer. |
| Class A Common StockSEC Table I · non-derivative | Direct | 647,581 |
Reported balance
After 2017-02-18 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · 2017-02-18 · Disposition to issuer · Disposed 786,198.385 · Balance 647,581 F2: Total represents 647,581 Restricted Stock Units; Class A Common Stock disposed of via tender offer. |
| Class A Common StockSEC Table I · non-derivative | Direct | 647,581 |
Reported balance
Holding disclosure · report date 2017-02-18 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 647,581 F2: Total represents 647,581 Restricted Stock Units; Class A Common Stock disposed of via tender offer. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Calamos Investments LLC | 247,077 |
Reported balance
After 2017-02-18 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2017-02-18 · Disposition to issuer · Disposed 3,529,783 · Balance 247,077 F1: Class A Common Stock disposed of via tender offer. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Calamos Investments LLC | 0 |
Reported balance
After 2017-02-21 transaction · row 4
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 4 · 2017-02-21 · Disposition to issuer · Disposed 247,077 · Balance 0 F3: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSFERS REFLECT THE DISPOSITIONS OF CALAMOS ASSET MANAGEMENT, INC. (CAM) SHARES FROM CALAMOS INVESTMENTS LLC (CILLC) WITH THE INTENT TO HELP MANAGE DILUTION THAT WOULD OTHERWISE OCCUR AS A RESULT OF EQUITY AWARDS VESTING UNDER CAM'S EQUITY COMPENSATION PLAN. JOHN P. CALAMOS, SR. OWNS A CONTROLLING INTEREST IN CALAMOS FAMILY PARTNERS, INC., WHICH OWNS A CONTROLLING INTEREST IN CALAMOS PARTNERS LLC WHICH IN TURN OWNS 100% OF CAM WHICH OWNS 100% OF CILLC. AS A RESULT, JOHN P. CALAMOS, SR. AND CALAMOS FAMILY PARTNERS, INC. ARE REQUIRED TO FILE THIS FORM 4 RELATING TO TRANSACTIONS OF THE CORPORATE REPURCHASE PROGRAM THAT OCCURRED THROUGH CILLC. |
Filing footnotes · ownership attribution and instrument terms
F1: Class A Common Stock disposed of via tender offer.
F2: Total represents 647,581 Restricted Stock Units; Class A Common Stock disposed of via tender offer.
F3: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSFERS REFLECT THE DISPOSITIONS OF CALAMOS ASSET MANAGEMENT, INC. (CAM) SHARES FROM CALAMOS INVESTMENTS LLC (CILLC) WITH THE INTENT TO HELP MANAGE DILUTION THAT WOULD OTHERWISE OCCUR AS A RESULT OF EQUITY AWARDS VESTING UNDER CAM'S EQUITY COMPENSATION PLAN. JOHN P. CALAMOS, SR. OWNS A CONTROLLING INTEREST IN CALAMOS FAMILY PARTNERS, INC., WHICH OWNS A CONTROLLING INTEREST IN CALAMOS PARTNERS LLC WHICH IN TURN OWNS 100% OF CAM WHICH OWNS 100% OF CILLC. AS A RESULT, JOHN P. CALAMOS, SR. AND CALAMOS FAMILY PARTNERS, INC. ARE REQUIRED TO FILE THIS FORM 4 RELATING TO TRANSACTIONS OF THE CORPORATE REPURCHASE PROGRAM THAT OCCURRED THROUGH CILLC.
Calamos Dynamic Convertible & Income Fund
Report date July 01, 2019 · Filed July 03, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,113,376 |
Reported balance
Holding disclosure · report date 2019-07-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 1,113,376 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 21, 2017 Filed Feb 22, 2017 14:51 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | Disposition to issuerClass A Common Stock | 247,077 | $8.24 | $2,035,914.48 |
DisclosureSEC source: 0001221432-17-000001 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Calamos Investments LLC Disclosed balance after: 0 F3 · security: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSFERS REFLECT THE DISPOSITIONS OF CALAMOS ASSET MANAGEMENT, INC. (CAM) SHARES FROM CALAMOS INVESTMENTS LLC (CILLC) WITH THE INTENT TO HELP MANAGE DILUTION THAT WOULD OTHERWISE OCCUR AS A RESULT OF EQUITY AWARDS VESTING UNDER CAM'S EQUITY COMPENSATION PLAN. JOHN P. CALAMOS, SR. OWNS A CONTROLLING INTEREST IN CALAMOS FAMILY PARTNERS, INC., WHICH OWNS A CONTROLLING INTEREST IN CALAMOS PARTNERS LLC WHICH IN TURN OWNS 100% OF CAM WHICH OWNS 100% OF CILLC. AS A RESULT, JOHN P. CALAMOS, SR. AND CALAMOS FAMILY PARTNERS, INC. ARE REQUIRED TO FILE THIS FORM 4 RELATING TO TRANSACTIONS OF THE CORPORATE REPURCHASE PROGRAM THAT OCCURRED THROUGH CILLC. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 14:51 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | Disposition to issuerClass A Common Stock | 3,529,783 | $8.25 | $29,120,709.75 |
DisclosureSEC source: 0001221432-17-000001 · primary_doc.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Calamos Investments LLC Disclosed balance after: 247,077 F1 · balance_after: Class A Common Stock disposed of via tender offer. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 14:51 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | Disposition to issuerClass A Common Stock | 786,198.385 | $8.25 | $6,486,136.68 |
DisclosureSEC source: 0001221432-17-000001 · primary_doc.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647,581 F2 · balance_after: Total represents 647,581 Restricted Stock Units; Class A Common Stock disposed of via tender offer. Read SEC document |
| February 18, 2017 Filed Feb 22, 2017 14:51 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | Disposition to issuerClass A Common Stock | 8,213.402 | $8.25 | $67,760.57 |
DisclosureSEC source: 0001221432-17-000001 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · balance_after: Class A Common Stock disposed of via tender offer. Read SEC document |
| November 22, 2016 Filed Nov 22, 2016 16:53 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | PurchaseClass A Common Stock | 13,994.631 | $7.12 | $99,676.76 |
DisclosureSEC source: 0001221432-16-000169 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,433,779.385 F2 · balance_after: Total represents 678,506.3850 shares of Class A Common Stock and 755,273 Restricted Stock Units (which will be settled solely in shares of Class A Common Stock). Read SEC document |
| November 21, 2016 Filed Nov 22, 2016 16:53 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | PurchaseClass A Common Stock | 174.345 | $6.92 | $1,205.86 |
DisclosureSEC source: 0001221432-16-000169 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Calamos Partners LLC · CIK 0001690061 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 8,213.402 Read SEC document |
| September 20, 2016 Filed Sep 21, 2016 14:24 UTC | Calamos Asset Management, Inc. /DE/ CLMS · Entity 178354 | Disposition to issuerClass A Common Stock | 292 | $6.81 | $1,988.52 |
DisclosureSEC source: 0001221432-16-000168 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · Founder, Chairman & Global CIO · 10% owner Calamos Family Partners, Inc. · CIK 0001307316 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · By Calamos Investments LLC Disclosed balance after: 3,776,860 F1 · security: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSFERS REFLECT THE DISPOSITIONS OF CALAMOS ASSET MANAGEMENT, INC. (CAM) SHARES FROM CALAMOS INVESTMENTS LLC (CILLC) WITH THE INTENT TO HELP MANAGE DILUTION THAT WOULD OTHERWISE OCCUR AS A RESULT OF EQUITY AWARDS VESTING UNDER CAM'S EQUITY COMPENSATION PLAN. JOHN P. CALAMOS, SR. OWNS A CONTROLLING INTEREST IN CALAMOS FAMILY PARTNERS, INC., WHICH OWNS A CONTROLLING INTEREST IN CALAMOS PARTNERS LLC WHICH IN TURN OWNS 77.8% OF CILLC. AS A RESULT, JOHN P. CALAMOS, SR. AND CALAMOS FAMILY PARTNERS, INC. ARE REQUIRED TO FILE THIS FORM 4 RELATING TO TRANSACTIONS OF THE CORPORATE REPURCHASE PROGRAM THAT OCCURRED THROUGH CILLC. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.