Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALAMOS GLOBAL TOTAL RETURN FUNDCGO · Entity 6607 | Director | November 01, 2023 | November 01, 2023 |
| Calamos Aksia Alternative Credit & Income FundCAPIX · Entity 42353 | Director | August 10, 2023 | August 11, 2023 |
| Calamos Aksia Hedged Strategies FundN/A · Entity 19330 | Trustee | September 16, 2025 | September 16, 2025 |
| Calamos Aksia Private Equity & Alternatives FundN/A · Entity 20954 | Trustee | June 30, 2025 | July 03, 2025 |
| Calamos Long/Short Equity & Dynamic Income TrustCPZ · Entity 6094 | Director | November 25, 2019 | November 25, 2019 |
| VIVMARK RESIDENTIALEQR · Entity 499 | Director | June 20, 2024 | June 24, 2024 |
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 GLOBAL TOTAL RETURN FUND
Report date November 01, 2023 · Filed November 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2023-11-01 transaction · row 1
1 source rowRow 1 · 2023-11-01 · Sale · Disposed 7,057 · Balance 0 |
Calamos Aksia Alternative Credit & Income Fund
Report date August 10, 2023 · Filed August 11, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Shares of Beneficial InterestSEC Table I · non-derivative | Direct | 24,679.171 |
Reported balance
After 2023-08-10 transaction · row 1
1 source rowRow 1 · 2023-08-10 · Purchase · Acquired 24,679.171 · Balance 24,679.171 |
Calamos Aksia Hedged Strategies Fund
Report date September 16, 2025 · Filed September 16, 2025
This filing explicitly reported no securities owned.
Calamos Aksia Private Equity & Alternatives Fund
Report date June 30, 2025 · Filed July 03, 2025
This filing explicitly reported no securities owned.
Calamos Long/Short Equity & Dynamic Income Trust
Report date November 25, 2019 · Filed November 25, 2019
This filing explicitly reported no securities owned.
VIVMARK RESIDENTIAL
Report date June 20, 2024 · Filed June 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | Direct | 22,370 |
Reported balance
After 2024-06-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2024-06-20 · Grant · Acquired 2,321 · Balance 22,370 F1: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025. F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. |
| Non-qualified Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $67.85 · Expires 2034-06-20 | Direct | 4,262 |
Reported balance
After 2024-06-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-06-20 · Grant · Acquired 4,262 · Balance 4,262 F5: Represents share options granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectFamily Trust | 10,226 |
Reported balance
Holding disclosure · report date 2024-06-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,226 F3: Represents shares beneficially owned by a trust for the benefit of the reporting person and his wife. |
| Common Shares Of Beneficial InterestSEC Table I · non-derivative | IndirectSERP Account | 14,634 |
Reported balance
Holding disclosure · report date 2024-06-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 14,634 F4: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025.
F2: Direct total includes restricted shares of Equity Residential scheduled to vest in the future.
F3: Represents shares beneficially owned by a trust for the benefit of the reporting person and his wife.
F4: Represents shares owned by Principal Trust Company, as Trustee of the Equity Residential Supplemental Executive Retirement Plan (the "SERP"), for the benefit of the reporting person.
F5: Represents share options granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 20, 2024 Filed Jun 24, 2024 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,262 | $0.00 Strike: $67.85 | $0.00 |
DisclosureSEC source: 0001127602-24-019153 · form4.xml · derivative · entry 4 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,262 Underlying: Common Shares Of Beneficial Interest · 4,262 shares Expires 2034-06-20 F5 · shares: Represents share options granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders. Read SEC document |
| June 20, 2024 Filed Jun 24, 2024 20:24 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-019153 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,370 F1 · shares: Represents restricted shares granted for prospective service from the 2024 Annual Meeting of Shareholders to the 2025 Annual Meeting of Shareholders which are scheduled to vest on June 20, 2025. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,976 | $50.60 | $99,985.60 |
DisclosureSEC source: 0001127602-24-007866 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,049 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 14, 2023 Filed Nov 16, 2023 21:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,084 | $47.97 | $99,969.48 |
DisclosureSEC source: 0001127602-23-027588 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,072 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| November 01, 2023 Filed Nov 1, 2023 18:23 UTC | CALAMOS GLOBAL TOTAL RETURN FUND CGO · Entity 6607 | SaleCommon Stock | 7,057 | $8.20 | $57,852.58 |
DisclosureSEC source: 0001250232-23-000003 · primary_doc.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 11:20 UTC | Calamos Aksia Alternative Credit & Income Fund CAPIX · Entity 42353 | PurchaseShares of Beneficial Interest | 24,679.171 | $10.13 | $250,000.00 |
DisclosureSEC source: 0001250232-23-000001 · primary_doc.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,679.171 Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 7,849 | $0.00 Strike: $66.35 | $0.00 |
DisclosureSEC source: 0001127602-23-018990 · form4.xml · derivative · entry 4 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,849 Underlying: Common Shares Of Beneficial Interest · 7,849 shares Expires 2033-06-15 F5 · shares: Represents share options granted for prospective service from the 2023 Annual Meeting of Shareholders to the 2024 Annual Meeting of Shareholders. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:25 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-018990 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,988 F1 · shares: Represents restricted shares granted for prospective service from the 2023 Annual Meeting of Shareholders to the 2024 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2024. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 16, 2022 Filed Jun 21, 2022 20:28 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,764 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-017917 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,557 F1 · shares: Represents restricted shares granted for prospective service from the 2022 Annual Meeting of Shareholders to the 2023 Annual Meeting of Shareholders which are scheduled to vest on June 16, 2023. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 4,087 | $0.00 Strike: $78.99 | $0.00 |
DisclosureSEC source: 0001127602-21-020406 · form4.xml · derivative · entry 4 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,087 Underlying: Common Shares Of Beneficial Interest · 4,087 shares Expires 2031-06-17 F5 · shares: Represents share options granted for prospective service from the 2021 Annual Meeting of Shareholders to the 2022 Annual Meeting of Shareholders. Read SEC document |
| June 17, 2021 Filed Jun 21, 2021 20:29 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-020406 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,793 F1 · shares: Represents restricted shares granted for prospective service from the 2021 Annual Meeting of Shareholders to the 2022 Annual Meeting of Shareholders which are scheduled to vest on June 17, 2022. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 21:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,882 | $53.13 | $99,990.66 |
DisclosureSEC source: 0001127602-21-009137 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,274 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:37 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 2,163 | $46.23 | $99,995.49 |
DisclosureSEC source: 0001127602-20-023820 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,392 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. Read SEC document |
| June 25, 2020 Filed Jun 30, 2020 22:07 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNonqualified Stock Option (Right to Buy) · Derivative | 29,250 | $0.00 Strike: $58.40 | $0.00 |
DisclosureSEC source: 0000899243-20-018007 · doc4.xml · derivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,250 Underlying: Common Shares Of Beneficial Interest · 29,250 shares Expires 2030-06-25 F1 · shares: Represents share options granted for prospective service from the 2020 Annual Meeting of Shareholders to the 2021 Annual Meeting of Shareholders. Read SEC document |
| March 20, 2020 Filed Mar 24, 2020 15:52 UTC | CALAMOS GLOBAL TOTAL RETURN FUND CGO · Entity 6607 | SaleCommon Stock | 10,093 | $7.41 | $74,745.73 |
DisclosureSEC source: 0001536407-20-000002 · primary_doc.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,057 Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 5,243 | $0.00 Strike: $75.61 | $0.00 |
DisclosureSEC source: 0001127602-19-023210 · form4.xml · derivative · entry 4 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,243 Underlying: Common Shares Of Beneficial Interest · 5,243 shares Expires 2029-06-27 F5 · shares: Represents share options granted for prospective service from the 2019 Annual Meeting of Shareholders to the 2020 Annual Meeting of Shareholders. Read SEC document |
| June 27, 2019 Filed Jul 1, 2019 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-023210 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,229 F1 · shares: Represents restricted shares granted for prospective service from the 2019 Annual Meeting of Shareholders to the 2020 Annual Meeting of Shareholders which are scheduled to vest on June 27, 2020. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 11,042 | $0.00 Strike: $63.75 | $0.00 |
DisclosureSEC source: 0001127602-18-021169 · form4.xml · derivative · entry 3 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,042 Underlying: Common Shares Of Beneficial Interest · 11,042 shares Expires 2028-06-14 F4 · shares: Represents share options granted for prospective service from the 2018 Annual Meeting of Shareholders to the 2019 Annual Meeting of Shareholders. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 20:26 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021169 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,868 F1 · shares: Represents restricted shares granted for prospective service from the 2018 Annual Meeting of Shareholders to the 2019 Annual Meeting of Shareholders which are scheduled to vest on June 14, 2019. F2 · balance_after: Direct total includes restricted shares of Equity Residential scheduled to vest in the future. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantNon-qualified Stock Option (Right to Buy) · Derivative | 5,588 | $0.00 Strike: $67.77 | $0.00 |
DisclosureSEC source: 0001127602-17-021748 · form4.xml · derivative · entry 3 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,588 Underlying: Common Shares Of Beneficial Interest · 5,588 shares Expires 2027-06-15 F4 · shares: Represents share options granted for prospective service from the 2017 Annual Meeting of Shareholders to the 2018 Annual Meeting of Shareholders. Read SEC document |
| June 15, 2017 Filed Jun 19, 2017 20:16 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,494 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-021748 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,614 F1 · shares: Represents restricted shares granted for prospective service from the 2017 Annual Meeting of Shareholders to the 2018 Annual Meeting of Shareholders which are scheduled to vest on June 15, 2018. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 21:20 UTC | VIVMARK RESIDENTIAL EQR · Entity 499 | GrantCommon Shares Of Beneficial Interest | 1,894 | $52.79 | $99,984.26 |
DisclosureSEC source: 0001127602-17-009262 · form4.xml · nonDerivative · entry 1 NEAL JOHN E · CIK 0001250232 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,120 F1 · shares: Represents shares acquired through Equity Residential's Employee Share Purchase Plan. F2 · balance_after: Direct total includes restricted shares of the Company scheduled to vest in the future. 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.