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buyModerate

Thomas E Herman bought $425k of CSQ

VP and CFO at CALAMOS STRATEGIC TOTAL RETURN FUND. 23,190 shares at an average of $18.31, traded Jan 29, 2025, filed Jan 31, 2025.

Conviction score
46
Value
$425k
23,190 shares
Holdings after
23,190
change unknown
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    CFO
    +22
  • Trade size
    $425k at market
    +16
  • Relative to holdings
    First purchase: no shares before this trade
    +8
  • Price context
    No price history yet
    0
  • Cluster
    No other insider buying within 14 days
    0
  • Repeat buying
    First buy in 90 days
    0
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -3.5%, 3m -8.4%, 6m +2.4%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

CSQOct 12, 2026 · close 20.71
Since filing Jan 31, 2025: +28.1%SPY +31.8% · excess -3.7%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001679182-25-000002, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Jan 29, 2025POpen-market purchase
Calamos Strategic Total Return Fund
+11,683$18.23$213k11,683Jan 31, 2025
Jan 30, 2025POpen-market purchase
Calamos Strategic Total Return Fund
+11,507$18.39$212k23,190Jan 31, 2025

Related signals

Other insiders at CALAMOS STRATEGIC TOTAL RETURN FUND and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
47Moderate
CSQsell
CALAMOS STRATEGIC TOTAL RETURN FUND
John S. Koudounis
Vice President
$190k
13,410 shares
-100%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.