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EdgarHawk

John P Sr Calamos

Global CIO

Director Officer

Latest: Global CIO buying · June 2025

3 filings analyzed · 3 companies · Latest 2026-06-02

Companies

Company Buys Sells Direction
Calamos Aksia Alternative Credit & Income Fund CAPIX 10 0 Net buying
Calamos Long/Short Equity & Dynamic Income Trust CPZ 0 20 Net selling
Calamos Aksia Private Equity & Alternatives Fund N.A. 1 0 Net buying

Activity

June 2026
Buy
29,358 shares
$306,454
Significance 6/10

John P Sr Calamos (Global CIO) executed 7 purchases totaling 29,358 shares for $306,453.66 across 2023-2026; pre-transaction position was short 27,873 shares, moving to net long 798 shares.

John P Sr Calamos, Global CIO at Calamos Aksia Alternative Credit & Income Fund, filed 7 separate purchases totaling 29,358 shares for $306,453.66 between June 2023 and October 2025, alongside 2 sales totaling 686 shares for $7,296.20 executed in March and June 2026. The pre-transaction holding of -27,873 shares indicates a short position that was substantially reduced through these purchases, resulting in a post-transaction long position of 798 shares. Across his broader open-market history (all tickers), his 17 prior sells achieved a 90-day well-timed rate of 100.00%, suggesting a pattern of disciplined exit execution. The filing reflects a multi-year reshaping of exposure in this fund, moving from short to long exposure, with subsequent modest partial liquidation in 2026.

December 2025
Sell
35,000 shares
$511,307
Significance 6/10

Calamos President sells 35,000 shares (47.4% of holdings) at $14.61 avg for $511.3K across 20 transactions on Dec 12–15

President and Chairman John P Calamos Sr executed 20 separate sales on December 12–15, 2025, liquidating 35,000 shares at a blended average price of $14.61, reducing his position from 73,817 shares to 38,817 shares (a 47.4% reduction of pre-transaction holdings). The current price of $14.84 sits 11.6% below the 52-week high of $16.79 and has declined 9.9% over the prior 90 days. Across his cross-ticker track record, Calamos's prior buys showed a positive 90-day average return of 1.8%, though the prior same-ticker buy at CPZ in December 2023 also returned positive 0.6% at 90 days, offering limited precision for sell-timing assessment. The scale of this disposition—nearly half the shareholder's position—merits close attention to any regulatory disclosures or corporate announcements that may contextualize the timing.

August 2025
Buy
27,691 shares
$277,461
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.

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