Insider · SEC Form 4 filer

Thomas Herman

Companies

Where they file as an insider

Calamos Aksia Hedged Strategies Fund VP and CFO Latest filing Feb 4, 2026
Calamos Aksia Alternative Credit & Income Fund (CAPIX) VP and CFO Latest filing Dec 1, 2025
Calamos Aksia Private Equity & Alternatives Fund Vice President and CFO Latest filing Jul 7, 2025
Calamos Strategic Total Return Fund (CSQ) VP and CFO Latest filing Jan 30, 2025
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) VP and CFO Latest filing Jan 30, 2025

Track record

Did their buys beat the typical stock?

Open-market buys5
Quarters checked 6 months later2
Beat the typical stock —
Quarters too new to check0

Too soon to tell. 2 quarters have finished so far. We show a record once 3 have.

Calamos Strategic Total Return Fund (CSQ) Bought Jan 29–30, 2025 · $425K · 23,190 shares Beat typical Mar 31, 2025 $16.18 → Sep 30, 2025 $19.29 · +19.2% (typical stock +7.3%)
Calamos Long/Short Equity & Dynamic Income Trust (CPZ) Bought May 1, 2024 · $254K · 16,308 shares Behind typical Jun 30, 2024 $15.25 → Dec 31, 2024 $14.83 · −2.8% (typical stock +3.9%)
Calamos Aksia Alternative Credit & Income Fund (CAPIX) Bought Dec 19, 2023 · $250K · 24,015 shares Not counted Not counted. We have no fund price for this stock on both Dec 31, 2023 and Jun 30, 2024.

Each row is one stock in one quarter, however many buys it took. We take the stock's price at the end of that quarter and again 6 months later, and compare it with the typical stock over the same dates. Prices are quarter-end values from funds' 13F reports (the middle value across 3 or more funds), through Sep 30, 2026. Moves past 3 times up or down, mostly stock splits, are left out. How we tested this.

Past results. This is data, not advice.

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist