person · Reporting owner

CALAMOS JOHN P SR

Disclosed activity across 9 companies

Tapewire entity: 34121
SEC CIK: 0001248580

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
CALAMOS CONVERTIBLE & HIGH INCOME FUNDCHY · Entity 4947	Director · President and Global CIO	January 23, 2017	January 25, 2017
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUNDCHI · Entity 4954	Director · President and Global CIO	January 23, 2017	January 25, 2017
CALAMOS STRATEGIC TOTAL RETURN FUNDCSQ · Entity 1296	Director · President and Global CIO	January 23, 2017	January 25, 2017
Calamos Aksia Alternative Credit & Income FundN/A · Entity 42353	Global CIO	June 01, 2026	June 02, 2026
Calamos Aksia Hedged Strategies FundN/A · Entity 19330	Global CIO · 10% owner	June 29, 2026	July 01, 2026
Calamos Aksia Private Equity & Alternatives FundN/A · Entity 20954	Global CIO	June 29, 2026	July 01, 2026
Calamos Asset Management, Inc. /DE/CLMS · Entity 178354	Director · Founder, Chairman & Global CIO · 10% owner	February 18, 2017	February 22, 2017
Calamos Dynamic Convertible & Income FundCCD · Entity 417	Director · President and Chairman	April 03, 2025	April 07, 2025
Calamos Long/Short Equity & Dynamic Income TrustCPZ · Entity 6094	Director · President and Chairman	December 17, 2025	December 18, 2025

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 CONVERTIBLE & HIGH INCOME FUND

Report date January 23, 2017 · Filed January 25, 2017

Jointly reported with Calamos Advisors LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Calamos Advisors LLC	0	Last balance in matching sequence After 2017-01-24 transaction · row 2 Source-order balances reconcile. Account continuity and personal attribution are not independently verified. 2 source rows Row 1 · 2017-01-23 · Sale · Disposed 20,636 · Balance 23,727 F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS CONVERTIBLE AND HIGH INCOME FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL. Row 2 · 2017-01-24 · Sale · Disposed 23,727 · Balance 0 F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS CONVERTIBLE AND HIGH INCOME FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.
Common StockSEC Table I · non-derivative	IndirectBy John Calamos Sr. Trust	183,317.41	Reported balance Holding disclosure · report date 2017-01-23 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 183,317.41

Filing footnotes · ownership attribution and instrument terms

F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS CONVERTIBLE AND HIGH INCOME FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.

CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND

Report date January 23, 2017 · Filed January 25, 2017

Jointly reported with Calamos Advisors LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Calamos Advisors LLC	0	Reported balance After 2017-01-23 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2017-01-23 · Sale · Disposed 25,737 · Balance 0 F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.
Common StockSEC Table I · non-derivative	IndirectBy John Calamos Sr. Trust	22,915.73	Reported balance Holding disclosure · report date 2017-01-23 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 22,915.73

Filing footnotes · ownership attribution and instrument terms

F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS CONVERTIBLE OPPORTUNITIES AND INCOME FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.

CALAMOS STRATEGIC TOTAL RETURN FUND

Report date January 23, 2017 · Filed January 25, 2017

Jointly reported with Calamos Advisors LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Calamos Advisors LLC	0	Reported balance After 2017-01-23 transaction · row 1 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 1 · 2017-01-23 · Sale · Disposed 38,862 · Balance 0 F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS STRATEGIC TOTAL RETURN FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.
Common StockSEC Table I · non-derivative	IndirectBy John Calamos Sr. Trust	220,449.61	Reported balance Holding disclosure · report date 2017-01-23 · row 2 Holding and transaction disclosures are not merged. 1 source row Row 2 · Balance 220,449.61
Common StockSEC Table I · non-derivative	IndirectBy J&L Capital LLC	45,800	Reported balance Holding disclosure · report date 2017-01-23 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 45,800

Filing footnotes · ownership attribution and instrument terms

F1: THE SHARE DISPOSITIONS IN THIS FORM 4 ARE NOT DIRECTLY FOR THE INDIVIDUAL, PERSONAL ACCOUNTS OF JOHN P. CALAMOS, SR. THESE TRANSACTIONS REFLECT DISPOSITIONS MADE BY CALAMOS ADVISORS LLC (CAL), CALAMOS STRATEGIC TOTAL RETURN FUND'S INVESTMENT ADVISOR. CAL IS A WHOLLY OWNED SUBSIDIARY OF CALAMOS INVESTMENTS LLC (CILLC). 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, AND IS THE CHAIRMAN AND GLOBAL CIO OF CALAMOS ASSET MANAGEMENT, INC., WHICH OWNS 22.2% OF, AND IS THE SOLE MANAGER OF, CILLC. AS A RESULT, JOHN P. CALAMOS, SR. IS REQUIRED TO FILE THIS FORM 4 TO REFLECT INDIRECT BENEFICIAL OWNERSHIP OF SHARES OWNED BY CAL.

Calamos Aksia Alternative Credit & Income Fund

Report date June 01, 2026 · Filed June 02, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class A Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	3,736.251	Reported balance After 2023-06-07 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2023-06-07 · Purchase · Acquired 3,000 · Balance 3,736.251
Class C Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	3,667.42	Reported balance After 2023-06-07 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2023-06-07 · Purchase · Acquired 3,000 · Balance 3,667.42
Class M Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	3,684.637	Reported balance After 2023-06-07 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2023-06-07 · Purchase · Acquired 3,000 · Balance 3,684.637
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	8,942.611	Reported balance After 2024-07-10 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 4 · 2024-07-10 · Purchase · Acquired 8,942.611 · Balance 8,942.611
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	18,948.736	Reported balance After 2025-06-05 transaction · row 5 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 5 · 2025-06-05 · Purchase · Acquired 10,006.125 · Balance 18,948.736
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Investments LLC	21,020.23	Reported balance After 2026-04-22 transaction · row 9 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 9 · 2026-04-22 · Gift · Disposed 897.771 · Balance 21,020.23 F1: The amount of securities beneficially owned following the reported transaction includes shares acquired by Calamos Investments LLC through the fund's dividend reinvestment plan between February 19, 2026 and the transfer date. The reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein.
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Advisors LLC	1,397.947	Reported balance After 2025-10-02 transaction · row 6 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 6 · 2025-10-02 · Purchase · Acquired 1,397.947 · Balance 1,397.947
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Advisors LLC	1,420.694	Reported balance After 2025-10-30 transaction · row 7 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 7 · 2025-10-30 · Purchase · Acquired 11.807 · Balance 1,420.694
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Advisors LLC	850.089	Reported balance After 2026-03-02 transaction · row 8 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 8 · 2026-03-02 · Sale · Disposed 615.58 · Balance 850.089
Class I Common StockSEC Table I · non-derivative	IndirectCalamos Advisors LLC	798.283	Reported balance After 2026-06-01 transaction · row 10 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 10 · 2026-06-01 · Sale · Disposed 71.267 · Balance 798.283 F2: The amount of securities beneficially owned following the reported transaction includes shares acquired by Calamos Advisors LLC through the fund's dividend reinvestment plan between March 3, 2026 and the transaction date. The reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein.
Class I Common StockSEC Table I · non-derivative	IndirectBy Spouse	118,835.336	Reported balance Holding disclosure · report date 2026-06-01 · row 11 Holding and transaction disclosures are not merged. 1 source row Row 11 · Balance 118,835.336
Class I Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	2,426,269.828	Reported balance Holding disclosure · report date 2026-06-01 · row 12 Holding and transaction disclosures are not merged. 1 source row Row 12 · Balance 2,426,269.828

Filing footnotes · ownership attribution and instrument terms

F1: The amount of securities beneficially owned following the reported transaction includes shares acquired by Calamos Investments LLC through the fund's dividend reinvestment plan between February 19, 2026 and the transfer date. The reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein.

F2: The amount of securities beneficially owned following the reported transaction includes shares acquired by Calamos Advisors LLC through the fund's dividend reinvestment plan between March 3, 2026 and the transaction date. The reporting person disclaims beneficial ownership of any such securities, except to the extent of his pecuniary interest therein.

Calamos Aksia Hedged Strategies Fund

Report date June 29, 2026 · Filed July 01, 2026

Jointly reported with Calamos Investments LLC, Calamos Advisors LLC

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Class I Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2026-06-29 transaction · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · 2026-06-29 · Other · Disposed 938,955.955 · Balance 0 F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC.
Class I Common StockSEC Table I · non-derivative	Direct	11,888.571	Reported balance Holding disclosure · report date 2026-06-29 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 11,888.571 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F5: Shares held directly by Calamos Advisors LLC.
Class I Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Family Partners, Inc.	938,955.955	Reported balance After 2026-06-29 transaction · row 2 Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes. 1 source row Row 2 · 2026-06-29 · Other · Acquired 938,955.955 · Balance 938,955.955 F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc. F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
Class A Common StockSEC Table I · non-derivative	Direct	3,046.308	Reported balance Holding disclosure · report date 2026-06-29 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 3,046.308 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC.
Class C Common StockSEC Table I · non-derivative	Direct	3,040.58	Reported balance Holding disclosure · report date 2026-06-29 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 3,040.58 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC.
Class M Common StockSEC Table I · non-derivative	Direct	3,042.514	Reported balance Holding disclosure · report date 2026-06-29 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 3,042.514 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025. F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4: Shares held directly by Calamos Investments LLC.

Filing footnotes · ownership attribution and instrument terms

F1: The transactions reported reflect an in-kind distribution of 938,955.955 Class I Common stock of the issuer from Calamos Investments LLC to Calamos Family Partners, Inc.

F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.

F3: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein.

F4: Shares held directly by Calamos Investments LLC.

F5: Shares held directly by Calamos Advisors LLC.

Calamos Aksia Private Equity & Alternatives 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	IndirectIndirect through Calamos Advisors LLC	742.15	Reported balance After 2026-06-29 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2026-06-29 · Other · Disposed 152,939.626 · Balance 742.15 F1: The transactions reported on 06/29/2026 reflect an in-kind distribution of 152,939.626 Class I Common stock of the issuer from Calamos Advisors LLC to Calamos Family Partners, Inc. F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
Class I Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Family Partners, Inc.	153,116.99	Reported balance After 2026-06-29 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2026-06-29 · Other · Acquired 152,939.626 · Balance 153,116.99 F1: The transactions reported on 06/29/2026 reflect an in-kind distribution of 152,939.626 Class I Common stock of the issuer from Calamos Advisors LLC to Calamos Family Partners, Inc. F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
Class I Common StockSEC Table I · non-derivative	IndirectIndirect by John P. Calamos 1985 Trust	1,798,339.11	Reported balance Holding disclosure · report date 2026-06-29 · row 3 Holding and transaction disclosures are not merged. 1 source row Row 3 · Balance 1,798,339.11 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
Class I Common StockSEC Table I · non-derivative	IndirectIndirect by Spouse	41,266.52	Reported balance Holding disclosure · report date 2026-06-29 · row 4 Holding and transaction disclosures are not merged. 1 source row Row 4 · Balance 41,266.52
Class I Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Investments LLC	1,001.16	Reported balance Holding disclosure · report date 2026-06-29 · row 5 Holding and transaction disclosures are not merged. 1 source row Row 5 · Balance 1,001.16 F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.
Class A Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Investments LLC	3,000	Reported balance Holding disclosure · report date 2026-06-29 · row 6 Holding and transaction disclosures are not merged. 1 source row Row 6 · Balance 3,000
Class C Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Investments LLC	3,000	Reported balance Holding disclosure · report date 2026-06-29 · row 7 Holding and transaction disclosures are not merged. 1 source row Row 7 · Balance 3,000
Class M Common StockSEC Table I · non-derivative	IndirectIndirect through Calamos Investments LLC	3,000	Reported balance Holding disclosure · report date 2026-06-29 · row 8 Holding and transaction disclosures are not merged. 1 source row Row 8 · Balance 3,000

Filing footnotes · ownership attribution and instrument terms

F1: The transactions reported on 06/29/2026 reflect an in-kind distribution of 152,939.626 Class I Common stock of the issuer from Calamos Advisors LLC to Calamos Family Partners, Inc.

F2: Balance includes shares acquired through dividend reinvestment on 12/15/2025.

Calamos Asset Management, Inc. /DE/

Report date February 18, 2017 · Filed February 22, 2017

Jointly reported with Calamos Family Partners, Inc., 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 row Row 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 row Row 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 row Row 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 row Row 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 row Row 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 April 03, 2025 · Filed April 07, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy Calamos Family Partners, Inc.	1,450,158	Reported balance After 2025-04-03 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2025-04-03 · Sale · Disposed 0.974 · Balance 1,450,158

Calamos Long/Short Equity & Dynamic Income Trust

Report date December 17, 2025 · Filed December 18, 2025

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	12,717.16	Reported balance After 2025-12-17 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 1 · 2025-12-17 · Sale · Disposed 800 · Balance 12,717.16
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	12,017.16	Reported balance After 2025-12-17 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 2 · 2025-12-17 · Sale · Disposed 700 · Balance 12,017.16
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	11,617.16	Reported balance After 2025-12-17 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 3 · 2025-12-17 · Sale · Disposed 400 · Balance 11,617.16
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	11,017.16	Reported balance After 2025-12-17 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 4 · 2025-12-17 · Sale · Disposed 600 · Balance 11,017.16
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	9,867	Reported balance After 2025-12-17 transaction · row 5 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 5 · 2025-12-17 · Sale · Disposed 1,150.16 · Balance 9,867
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	6,200	Reported balance After 2025-12-17 transaction · row 6 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 6 · 2025-12-17 · Sale · Disposed 3,667 · Balance 6,200
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	5,450	Reported balance After 2025-12-17 transaction · row 7 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 7 · 2025-12-17 · Sale · Disposed 750 · Balance 5,450
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	5,100	Reported balance After 2025-12-17 transaction · row 8 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 8 · 2025-12-17 · Sale · Disposed 350 · Balance 5,100
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	3,000	Reported balance After 2025-12-17 transaction · row 9 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 9 · 2025-12-17 · Sale · Disposed 2,100 · Balance 3,000
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	2,400	Reported balance After 2025-12-17 transaction · row 10 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 10 · 2025-12-17 · Sale · Disposed 600 · Balance 2,400
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	800	Reported balance After 2025-12-17 transaction · row 11 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 11 · 2025-12-17 · Sale · Disposed 1,600 · Balance 800
Common StockSEC Table I · non-derivative	IndirectBy John P. Calamos 1985 Trust	0	Reported balance After 2025-12-17 transaction · row 12 Account identity is unresolved; indirect or unspecified ownership is not merged. 1 source row Row 12 · 2025-12-17 · Sale · Disposed 800 · Balance 0
Common StockSEC Table I · non-derivative	IndirectBy Calamos Advisors LLC	7,194.24	Reported balance Holding disclosure · report date 2025-12-17 · row 13 Holding and transaction disclosures are not merged. 1 source row Row 13 · Balance 7,194.24
Common StockSEC Table I · non-derivative	IndirectBy Calamos Family Partners, Inc.	67,508	Reported balance Holding disclosure · report date 2025-12-17 · row 14 Holding and transaction disclosures are not merged. 1 source row Row 14 · Balance 67,508

Transaction history

JSON API

Purchases/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
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	1,185	$14.56	$17,253.60	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 60,597.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	2,000	$14.62	$29,240.00	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 61,782.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	2,535	$14.63	$37,087.05	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 63,782.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	2,400	$14.60	$35,040.00	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 66,317.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	1,900	$14.65	$27,835.00	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 68,717.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	800	$14.69	$11,752.00	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 70,617.16 Read SEC document
December 12, 2025 Filed Dec 16, 2025 17:39 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	SaleCommon Stock	2,100	$14.64	$30,744.00	Disclosure SEC source: 0001248580-25-000007 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By John P. Calamos 1985 Trust Disclosed balance after: 71,417.16 Read SEC document
October 30, 2025 Filed Mar 11, 2026 20:33 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	11.807	$10.65	$125.74	Disclosure SEC source: 0001248580-26-000002 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,420.694 Read SEC document
October 30, 2025 Filed Apr 23, 2026 16:09 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	11.807	$10.65	$125.74	Disclosure SEC source: 0001248580-26-000006 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,420.694 Read SEC document
October 30, 2025 Filed Jun 2, 2026 19:00 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	11.807	$10.65	$125.74	Disclosure SEC source: 0001248580-26-000009 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,420.694 Read SEC document
October 02, 2025 Filed Mar 11, 2026 20:33 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	1,397.947	$10.72	$14,985.99	Disclosure SEC source: 0001248580-26-000002 · primary_doc.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,397.947 Read SEC document
October 02, 2025 Filed Mar 12, 2026 20:51 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	PurchaseClass I Common Stock	497.804	$10.14	$5,047.73	Disclosure SEC source: 0001248580-26-000004 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 11,700.494 Read SEC document
October 02, 2025 Filed Mar 16, 2026 17:52 UTC	Calamos Aksia Private Equity & Alternatives Fund N/A · Entity 20954	PurchaseClass I Common Stock	741.292	$10.78	$7,991.13	Disclosure SEC source: 0001248580-26-000005 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect through Calamos Advisors LLC Disclosed balance after: 153,680.92 Read SEC document
October 02, 2025 Filed Apr 23, 2026 16:09 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	1,397.947	$10.72	$14,985.99	Disclosure SEC source: 0001248580-26-000006 · primary_doc.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,397.947 Read SEC document
October 02, 2025 Filed Jun 2, 2026 19:00 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	1,397.947	$10.72	$14,985.99	Disclosure SEC source: 0001248580-26-000009 · primary_doc.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Advisors LLC Disclosed balance after: 1,397.947 Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	OtherClass I Common Stock	11,202.69	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,202.69 F6 · shares: Acquisition of issuer securities via a pro rata distribution of portfolio securities by a limited partnership of which Calamos Advisors LLC is a limited partner. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F7 · ownership.nature: Shares held directly by Calamos Advisors LLC. Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	OtherClass I Common Stock	923,101.64	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 924,101.64 F5 · shares: Acquisition of issuer securities via a pro rata distribution of portfolio securities by a limited partnership of which Calamos Investments LLC is a limited partner. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	GrantClass M Common Stock	3,000	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	GrantClass C Common Stock	3,000	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	GrantClass A Common Stock	3,000	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. F4 · ownership.nature: Shares held directly by Calamos Investments LLC. Read SEC document
September 30, 2025 Filed Oct 2, 2025 22:15 UTC	Calamos Aksia Hedged Strategies Fund N/A · Entity 19330	Disposition to issuerClass I Common Stock	9,000	$0.00	$0.00	Disclosure SEC source: 0001248580-25-000006 · form4-10022025_101004.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO · 10% owner Calamos Investments LLC · CIK 0001536407 · 10% owner Calamos Advisors LLC · CIK 0001316507 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Calamos Investments LLC exchanged 9,000 shares of Class I Common Stock for 3,000 shares of Class A Common Stock, 3,000 shares of Class C Common Stock, and 3,000 shares of Class M Common Stock for no additional consideration. F2 · ownership.nature: Shares held directly by Calamos Investments LLC, previously reported as indirectly owned by John P. Calamos, Sr. F3 · ownership.nature: John P. Calamos, Sr., Calamos Investments LLC, and Calamos Advisors LLC are members of a "group" for purposes of Section 13(d) of the Exchange Act. Mr. Calamos is the founder, chairman, and Global Chief Investment Officer of Calamos Investments LLC and Calamos Advisors LLC. Calamos Investments LLC is the sole member and manager of Calamos Advisors LLC. Each reporting person disclaims beneficial ownership of the shares held by the other group members, except to the extent of their respective pecuniary interest therein. Read SEC document
August 18, 2025 Filed Aug 20, 2025 15:04 UTC	Calamos Aksia Private Equity & Alternatives Fund N.A. · Entity 20954	PurchaseClass I Common Stock	27,690.744	$10.02	$277,461.25	Disclosure SEC source: 0001415889-25-022419 · form4-08202025_030803.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect by Trust Disclosed balance after: 1,991,462.12 Read SEC document
June 30, 2025 Filed Jul 3, 2025 00:56 UTC	Calamos Aksia Private Equity & Alternatives Fund N/A · Entity 20954	OtherClass I Common Stock	41,266.52	$0.00	$0.00	Disclosure SEC source: 0001415889-25-019174 · form4-07032025_120754.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect by Spouse Disclosed balance after: 1,809,831.75 F1 · price: Acquisition of issuer securities as a result of a pro rata distribution of portfolio securities by a limited partnership of which the reporting person is a limited partner. Read SEC document
June 30, 2025 Filed Jul 3, 2025 00:56 UTC	Calamos Aksia Private Equity & Alternatives Fund N/A · Entity 20954	OtherClass I Common Stock	1,768,565.23	$0.00	$0.00	Disclosure SEC source: 0001415889-25-019174 · form4-07032025_120754.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect by Trust Disclosed balance after: 1,768,565.23 F1 · price: Acquisition of issuer securities as a result of a pro rata distribution of portfolio securities by a limited partnership of which the reporting person is a limited partner. Read SEC document
June 30, 2025 Filed Jul 11, 2025 22:34 UTC Amendment	Calamos Aksia Private Equity & Alternatives Fund N.A. · Entity 20954	OtherClass I Common Stock	152,939.63	$0.00	$0.00	Disclosure SEC source: 0001415889-25-019683 · form4a-07112025_100709.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect through Calamos Advisors LLC Disclosed balance after: 1,963,771.38 F1 · price: Acquisition of issuer securities as a result of a pro rata distribution of portfolio securities by a limited partnership of which the reporting person is a limited partner. F2 · ownership.nature: The reporting person disclaims beneficial ownership of any such securities, except to the extent of their pecuniary interest therein. Read SEC document
June 30, 2025 Filed Jul 11, 2025 22:34 UTC Amendment	Calamos Aksia Private Equity & Alternatives Fund N.A. · Entity 20954	OtherClass I Common Stock	41,266.52	$0.00	$0.00	Disclosure SEC source: 0001415889-25-019683 · form4a-07112025_100709.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect by Spouse Disclosed balance after: 1,810,831.75 F1 · price: Acquisition of issuer securities as a result of a pro rata distribution of portfolio securities by a limited partnership of which the reporting person is a limited partner. Read SEC document
June 30, 2025 Filed Jul 11, 2025 22:34 UTC Amendment	Calamos Aksia Private Equity & Alternatives Fund N.A. · Entity 20954	OtherClass I Common Stock	1,769,565.23	$0.00	$0.00	Disclosure SEC source: 0001415889-25-019683 · form4a-07112025_100709.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Indirect by Trust Disclosed balance after: 1,769,565.23 F1 · price: Acquisition of issuer securities as a result of a pro rata distribution of portfolio securities by a limited partnership of which the reporting person is a limited partner. Read SEC document
June 05, 2025 Filed Mar 11, 2026 20:33 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	10,006.125	$10.72	$107,265.66	Disclosure SEC source: 0001248580-26-000002 · primary_doc.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 18,948.736 Read SEC document
June 05, 2025 Filed Apr 23, 2026 16:09 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	10,006.125	$10.72	$107,265.66	Disclosure SEC source: 0001248580-26-000006 · primary_doc.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 18,948.736 Read SEC document
June 05, 2025 Filed Jun 2, 2026 19:00 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	10,006.125	$10.72	$107,265.66	Disclosure SEC source: 0001248580-26-000009 · primary_doc.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 18,948.736 Read SEC document
April 03, 2025 Filed Apr 7, 2025 20:37 UTC	Calamos Dynamic Convertible & Income Fund CCD · Entity 417	SaleCommon Stock	0.974	$20.85	$20.30	Disclosure SEC source: 0001248580-25-000001 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 1,450,158 Read SEC document
July 10, 2024 Filed Mar 11, 2026 20:33 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	8,942.611	$10.52	$94,076.27	Disclosure SEC source: 0001248580-26-000002 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 8,942.611 Read SEC document
July 10, 2024 Filed Apr 23, 2026 16:09 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	8,942.611	$10.52	$94,076.27	Disclosure SEC source: 0001248580-26-000006 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 8,942.611 Read SEC document
July 10, 2024 Filed Jun 2, 2026 19:00 UTC	Calamos Aksia Alternative Credit & Income Fund N/A · Entity 42353	PurchaseClass I Common Stock	8,942.611	$10.52	$94,076.27	Disclosure SEC source: 0001248580-26-000009 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · Calamos Investments LLC Disclosed balance after: 8,942.611 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,395	$14.90	$35,685.50	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 13 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 67,508 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,610	$14.89	$38,862.90	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 12 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 65,113 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,000	$14.88	$14,880.00	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 11 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 62,503 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,244	$14.87	$33,368.28	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 10 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 61,503 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	666	$14.86	$9,896.76	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 9 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 59,259 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	630	$14.85	$9,355.50	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 8 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 58,593 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,154	$14.84	$17,125.36	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 57,963 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	300	$14.83	$4,449.00	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 6 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 56,809 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	185	$14.82	$2,741.70	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 5 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 56,509 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,401	$14.81	$20,748.81	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 4 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 56,324 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	3,505	$14.80	$51,874.00	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 3 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 54,923 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,410	$14.79	$20,853.90	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 2 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 51,418 Read SEC document
December 20, 2023 Filed Dec 21, 2023 16:10 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	500	$14.78	$7,390.00	Disclosure SEC source: 0001679182-23-000004 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 50,008 Read SEC document
December 19, 2023 Filed Dec 20, 2023 15:58 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	4,100	$14.80	$60,680.00	Disclosure SEC source: 0001679182-23-000001 · primary_doc.xml · nonDerivative · entry 9 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 49,508 Read SEC document
December 19, 2023 Filed Dec 20, 2023 15:58 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,032	$14.79	$15,263.28	Disclosure SEC source: 0001679182-23-000001 · primary_doc.xml · nonDerivative · entry 8 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 45,408 Read SEC document
December 19, 2023 Filed Dec 20, 2023 15:58 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	580	$14.78	$8,572.40	Disclosure SEC source: 0001679182-23-000001 · primary_doc.xml · nonDerivative · entry 7 CALAMOS JOHN P SR · CIK 0001248580 · Director · President and Chairman 10b5-1 filing: No plan indicated Ownership: Indirect · By Calamos Family Partners, Inc. Disclosed balance after: 44,376 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.