CSQ
Calamos Strategic Total Return FundTrades by corporate insiders — officers, directors and holders of more than 10% of the shares — disclosed to the SEC on Forms 3, 4 and 5. Form 4 must be filed within two business days of the trade.
| Date | Insider | Role | Type | Security | Shares |
|---|---|---|---|---|---|
| 2025-09-02 | PHLEGAR JEFFREY S |
Insider |
Other
|
No Securities Owned
|
0 |
| 2025-09-01 | Armstrong Hugh |
Insider |
Other
|
No Securities Owned
|
0 |
| 2025-07-29 | Kelly Walter M |
Chief Compliance Officer |
Other
|
No Securities Owned
|
0 |
| 2025-01-30 | Herman Thomas E |
VP and CFO |
Buy
|
Calamos Strategic Total Return Fund
|
11,507 |
| 2025-01-29 | Herman Thomas E |
VP and CFO |
Buy
|
Calamos Strategic Total Return Fund
|
11,683 |
| 2024-12-17 | Kiley Thomas P III |
Vice President |
Other
|
No Securities Owned
|
0 |
| 2024-09-06 | MetLife Investment Management, LLC |
10% Owner |
Other
Filing footnotes — Series B Mandatory Redeemable Preferred Shares (Indirect)
These Series B Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25.00 per share, plus accrued and unpaid dividends, which dividends are exempt from Section 16 of the Exchange Act pursuant to Rule 16a-9 thereunder. These Series B Mandatory Redeemable Preferred Shares were held directly by clients for whom the Reporting Person serves as investment manager. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Series B Mandatory Redeemable Preferred Shares
(I)
|
148,000 |
| 2024-09-06 | MetLife Investment Management, LLC |
10% Owner |
Other
Filing footnotes — Series B Mandatory Redeemable Preferred Shares (Indirect)
These Series B Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25.00 per share, plus accrued and unpaid dividends, which dividends are exempt from Section 16 of the Exchange Act pursuant to Rule 16a-9 thereunder. These Series B Mandatory Redeemable Preferred Shares were held directly by clients for whom the Reporting Person serves as investment manager. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Series B Mandatory Redeemable Preferred Shares
(I)
|
1,044,000 |
| 2024-09-06 | MetLife Investment Management, LLC |
10% Owner |
Other
Filing footnotes — Series B Mandatory Redeemable Preferred Shares (Indirect)
These Series B Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25.00 per share, plus accrued and unpaid dividends, which dividends are exempt from Section 16 of the Exchange Act pursuant to Rule 16a-9 thereunder. These Series B Mandatory Redeemable Preferred Shares were held directly by clients for whom the Reporting Person serves as investment manager. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Series B Mandatory Redeemable Preferred Shares
(I)
|
148,000 |
| 2024-09-06 | MetLife Investment Management, LLC |
10% Owner |
Other
Filing footnotes — Series B Mandatory Redeemable Preferred Shares (Indirect)
These Series B Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25.00 per share, plus accrued and unpaid dividends, which dividends are exempt from Section 16 of the Exchange Act pursuant to Rule 16a-9 thereunder. These Series B Mandatory Redeemable Preferred Shares were held directly by clients for whom the Reporting Person serves as investment manager. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Series B Mandatory Redeemable Preferred Shares
(I)
|
160,000 |
| 2024-09-06 | THRIVENT FINANCIAL FOR LUTHERANS |
10% Owner |
Other
Filing footnotes — Mandatory Redeemable Preferred Shares, Series B (Direct)
The Series B Mandatory Redeemable Preferred Shares were redeemed by the issuer at a price equal to the principal amount of $25.00 per share. |
Mandatory Redeemable Preferred Shares, Series B
|
660,000 |
| 2023-12-06 | Koudounis John S. |
Vice President |
Sell
|
Common Stock
(I)
|
1,191 |
| 2023-12-06 | Koudounis John S. |
Vice President |
Sell
|
Common Stock
(I)
|
100 |
| 2023-12-06 | Koudounis John S. |
Vice President |
Sell
|
Common Stock
(I)
|
9,476 |
| 2023-12-06 | Koudounis John S. |
Vice President |
Sell
|
Common Stock
(I)
|
1,731 |
| 2023-12-06 | Koudounis John S. |
Vice President |
Sell
|
Common Stock
(I)
|
912 |
| 2023-09-26 | Ojala Erik D. |
VP, Sec'y & Chief Legal Off. |
Other
|
No Securities Owned
|
0 |
| 2022-09-30 | Schoenberger Susan L |
VP and Assistant Secretary |
Other
|
No Securities Owned
|
0 |
| 2022-09-06 | MetLife Investment Management, LLC |
10% Owner |
Other
Filing footnotes — Series A Mandatory Redeemable Preferred Shares (Indirect)
These Series A Mandatory Redeemable Preferred Shares were redeemed in full by the Issuer at their original purchase price of $25, plus accrued dividends of $0.01 per share, which dividends are exempt from Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act") pursuant to Rule 16a-9 thereunder. These Series A Mandatory Redeemable Preferred Shares are held directly by a client for whom the Reporting Person serves as investment manager. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Exchange Act or for any other purpose. |
Series A Mandatory Redeemable Preferred Shares
(I)
|
652,000 |
| 2022-09-06 | THRIVENT FINANCIAL FOR LUTHERANS |
10% Owner |
Other
Filing footnotes — Mandatory Redeemable Preferred Shares, Series A (Direct)
1. The Series A Mandatory Redeemable Preferred Shares were redeemed by the issuer at a price equal to the principal amount of $25.00 plus accumulated dividends of $0.01 per share. |
Mandatory Redeemable Preferred Shares, Series A
|
180,000 |
| 2022-05-24 | MetLife Investment Management, LLC |
10% Owner |
Buy
Filing footnotes — Series F Mandatory Redeemable Preferred Shares (Indirect)
These Mandatory Redeemable Preferred Shares are held directly by Brighthouse Life Insurance Company. The Reporting Person serves as investment manager to Brighthouse Life Insurance Company. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
Series F Mandatory Redeemable Preferred Shares
(I)
|
320,000 |
| 2021-08-24 | MetLife Investment Management, LLC |
10% Owner |
Buy
Filing footnotes — Series D Mandatory Redeemable Preferred Shares (Indirect)
These Mandatory Redeemable Preferred Shares are held directly by Brighthouse Life Insurance Company. The Reporting Person serves as investment manager to Brighthouse Life Insurance Company. The Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of its pecuniary interest therein, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 of the Securities Exchange Act of 1934, as amended, or for any other purpose. |
Series D Mandatory Redeemable Preferred Shares
(I)
|
600,000 |
| 2021-06-30 | Dufresne Daniel |
Vice President |
Other
|
No Securities Owned
|
0 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
2,807 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
500 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
3,100 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
200 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
35 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
200 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
150 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
500 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
100 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
100 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
300 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
615 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
187 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
600 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
100 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
100 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
266 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
200 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
150 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
300 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
400 |
| 2021-02-12 | Koudounis John S. |
Vice President |
Buy
Filing footnotes — Common Stock (Indirect)
Owned by Mr. Koudounis's spouse in a joint account with persons other than Mr. Koudounis. Mr. Koudounis disclaims any beneficial ownership of the issuer's securities disclosed in this form for the purposes of Section 16 of the '34 Act or otherwise. |
Common Stock
(I)
|
2,500 |
| 2020-12-18 | Koudounis John S. |
Vice President |
Buy
|
Common Stock
|
95 |
| 2020-12-18 | Koudounis John S. |
Vice President |
Buy
|
Common Stock
|
2,476 |
| 2020-12-18 | Koudounis John S. |
Vice President |
Buy
|
Common Stock
|
1,141 |
| 2020-12-18 | Koudounis John S. |
Vice President |
Buy
|
Common Stock
|
200 |
| 2020-12-18 | Koudounis John S. |
Vice President |
Buy
|
Common Stock
|
100 |