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N.A. Calamos Aksia Private Equity & Alternatives Fund Insider Trading

4 filings analyzed · Latest 2025-08-20
Insider buys
4
Insider sells
0
Unique insiders
4
Direction
Net buying

Historically, medium-priority insider buys have outperformed the S&P 500 by a median ~1% over the 30 days after filing — the edge is concentrated in that first month (n ≈ 7,520, 2022-2026). Past results don't predict the future. How we measure this ↗

August 2025
2025-08-20
medium
Global CIO
27,691 shares
$277,461
@ $10.02
Significance 5/10

Global CIO John Calamos Sr buys 27,690 shares of Calamos Aksia PEA fund at $10.02 on 2025-08-18.

Global CIO John P Calamos Sr purchased 27,690 shares of Calamos Aksia Private Equity & Alternatives Fund (N.A.) at $10.02 per share on 2025-08-18, increasing his holdings from 1,963,771 to 1,991,462 shares—a 1.4% net addition. This open-market purchase by the company's senior investment leader in its own alternative fund product may signal confidence in the fund's positioning, though the modest share count increase relative to his existing 1.96M share base suggests continued but measured accumulation. Notably, Calamos Sr's cross-ticker track record reflects 12 prior open-market buys with a 100.00% win rate over 90-day periods (avg 90d return +1.8%), indicating a disciplined history of purchase timing across his portfolio transactions.

2025-08-08
low
Vice President
15,368 shares
$154,295
@ $10.04
Significance 3/10

VP Kevin Hitchen purchases 15,368 shares of Calamos fund at $10.04; initial position.

Kevin Hitchen, Vice President, made his first documented purchase of Calamos Aksia Private Equity & Alternatives Fund shares on 2025-08-06, acquiring 15,368 shares at $10.04 for a total value of $154,295.10. The transaction establishes a new position rather than adding to existing holdings. Without track record data, price trends, or fund fundamentals, the transaction stands as an isolated data point; investors should assess the fund's performance and Hitchen's prior investment patterns at other holdings for broader context.

July 2025
2025-07-08
low
Vice President and CFO
44,995 shares
$450,400
@ $10.01
Significance 4/10

CFO Herman Thomas E buys 44,995 shares of Calamos Aksia Private Equity & Alternatives Fund at $10.01 for $450,400.40

Herman Thomas E, Vice President and CFO, purchased 44,995 shares of Calamos Aksia Private Equity & Alternatives Fund at $10.01 per share on 2025-07-07, establishing a net position of 44,955 shares after the transaction. Across all open-market transactions, his track record shows 6 prior buys with an average 90-day return of -0.1% and a 66.67% win rate, indicating modestly favorable timing on historical purchases but with mixed absolute returns. This buy represents a substantial capital commitment of $450,400.40 into an alternatives fund, though without additional context on the company's fundamentals or broader insider activity at this ticker, the signal remains typical of routine portfolio accumulation rather than an exceptional conviction indicator.

2025-07-07
low
President
9,980 shares
$100,000
@ $10.02
Significance 4/10

Dufresne (President) buys 9,980 shares of Calamos Aksia Private Equity & Alternatives Fund at $10.02 for $100,000.00

Dufresne Daniel, President of Calamos Aksia Private Equity & Alternatives Fund, purchased 9,980 shares at $10.02 on 2025-07-03, increasing his holdings by 8.5% to 127,884 shares post-transaction. This represents a $100,000.00 investment in his own company's fund. The transaction aligns with his single prior open-market buy in his cross-ticker track record, indicating a pattern of purchasing rather than selling activity. As a fund manager buying into his own fund vehicle at this price point, the purchase is observable; investors should note both the magnitude relative to his pre-existing position and monitor whether this reflects conviction about the fund's value or is part of a broader pattern of disciplined capital deployment.

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