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 19, 2023 Filed Dec 20, 2023 15:58 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	4,830	$14.77	$71,339.10	Disclosure SEC source: 0001679182-23-000001 · 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: 43,796 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	1,766	$14.76	$26,066.16	Disclosure SEC source: 0001679182-23-000001 · 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: 38,966 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	2,919	$14.75	$43,055.25	Disclosure SEC source: 0001679182-23-000001 · 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: 37,200 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	201	$14.74	$2,962.74	Disclosure SEC source: 0001679182-23-000001 · 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: 34,281 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	285	$14.73	$4,198.05	Disclosure SEC source: 0001679182-23-000001 · 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: 34,080 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	100	$14.70	$1,470.00	Disclosure SEC source: 0001679182-23-000001 · 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: 33,795 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.93	$1,493.00	Disclosure SEC source: 0001248580-23-000004 · primary_doc.xml · nonDerivative · entry 15 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: 33,695 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,200	$14.92	$17,904.00	Disclosure SEC source: 0001248580-23-000004 · primary_doc.xml · nonDerivative · entry 14 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: 33,595 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	302	$14.91	$4,502.82	Disclosure SEC source: 0001248580-23-000004 · 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: 32,395 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	105	$14.90	$1,564.50	Disclosure SEC source: 0001248580-23-000004 · 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: 32,093 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	200	$14.89	$2,978.00	Disclosure SEC source: 0001248580-23-000004 · 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: 31,988 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,100	$14.86	$31,206.00	Disclosure SEC source: 0001248580-23-000004 · 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: 31,788 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.85	$1,485.00	Disclosure SEC source: 0001248580-23-000004 · 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: 29,688 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	3,800	$14.84	$56,392.00	Disclosure SEC source: 0001248580-23-000004 · 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: 29,588 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	900	$14.83	$13,347.00	Disclosure SEC source: 0001248580-23-000004 · 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: 25,788 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	4,987	$14.82	$73,907.34	Disclosure SEC source: 0001248580-23-000004 · 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: 24,888 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,385	$14.81	$35,321.85	Disclosure SEC source: 0001248580-23-000004 · 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: 19,901 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,060	$14.80	$15,688.00	Disclosure SEC source: 0001248580-23-000004 · 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: 17,516 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,631	$14.79	$24,122.49	Disclosure SEC source: 0001248580-23-000004 · 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: 16,456 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	605	$14.78	$8,941.90	Disclosure SEC source: 0001248580-23-000004 · 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: 14,825 Read SEC document
December 18, 2023 Filed Dec 19, 2023 21:01 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	505	$14.77	$7,458.85	Disclosure SEC source: 0001248580-23-000004 · 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: 14,220 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	158	$14.76	$2,332.08	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 28 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: 13,715 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	305	$14.75	$4,498.75	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 27 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: 13,557 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	505	$14.74	$7,443.70	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 26 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: 13,252 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	500	$14.73	$7,365.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 25 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: 12,747 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	200	$14.72	$2,944.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 24 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: 12,247 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.71	$1,471.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 23 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: 12,047 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	147	$14.68	$2,157.96	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 22 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: 11,947 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.66	$1,466.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 21 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: 11,800 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	300	$14.63	$4,389.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 20 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: 11,700 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	400	$14.61	$5,844.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 19 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: 11,400 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	700	$14.60	$10,220.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 18 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: 11,000 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	705	$14.59	$10,285.95	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 17 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: 10,300 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	600	$14.58	$8,748.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 16 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: 9,595 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.57	$1,457.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 15 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: 8,995 Read SEC document
December 18, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	200	$14.55	$2,910.00	Disclosure SEC source: 0001248580-23-000003 · primary_doc.xml · nonDerivative · entry 14 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: 8,895 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,200	$14.75	$17,700.00	Disclosure SEC source: 0001248580-23-000003 · 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: 8,695 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	200	$14.74	$2,948.00	Disclosure SEC source: 0001248580-23-000003 · 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: 7,495 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	700	$14.71	$10,297.00	Disclosure SEC source: 0001248580-23-000003 · 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: 7,295 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	200	$14.70	$2,940.00	Disclosure SEC source: 0001248580-23-000003 · 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: 6,595 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	600	$14.68	$8,808.00	Disclosure SEC source: 0001248580-23-000003 · 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: 6,395 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	1,205	$14.67	$17,677.35	Disclosure SEC source: 0001248580-23-000003 · 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: 5,795 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.66	$1,466.00	Disclosure SEC source: 0001248580-23-000003 · 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: 4,590 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	900	$14.65	$13,185.00	Disclosure SEC source: 0001248580-23-000003 · 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: 4,490 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	2,690	$14.64	$39,381.60	Disclosure SEC source: 0001248580-23-000003 · 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: 3,590 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	500	$14.63	$7,315.00	Disclosure SEC source: 0001248580-23-000003 · 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: 900 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	105	$14.61	$1,534.05	Disclosure SEC source: 0001248580-23-000003 · 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: 400 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	195	$14.60	$2,847.00	Disclosure SEC source: 0001248580-23-000003 · 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: 295 Read SEC document
December 15, 2023 Filed Dec 19, 2023 20:38 UTC	Calamos Long/Short Equity & Dynamic Income Trust CPZ · Entity 6094	PurchaseCommon Stock	100	$14.59	$1,459.00	Disclosure SEC source: 0001248580-23-000003 · 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: 100 Read SEC document
September 06, 2023 Filed Sep 8, 2023 18:27 UTC	Calamos Aksia Alternative Credit & Income Fund CAPIX · Entity 42353	PurchaseShares of Beneficial Interest	97,847.358	$10.22	$1,000,000.00	Disclosure SEC source: 0001248580-23-000002 · primary_doc.xml · nonDerivative · entry 1 CALAMOS JOHN P SR · CIK 0001248580 · Global CIO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 2,095,603.658 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.