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buyModerate

Thomas E Herman bought $254k of CPZ

VP and CFO at Calamos Long/Short Equity & Dynamic Income Trust. 16,308 shares at an average of $15.55, traded May 1, 2024, filed May 2, 2024.

Conviction score
45
Value
$254k
16,308 shares
Holdings after
26,783
+156% from before
From 52-week low
+23%
low $9.55, close $11.71
From 52-week high
0%
high $11.71, as of May 1, 2024

Score components

  • Role
    CFO
    +22
  • Trade size
    $254k at market
    +13
  • Relative to holdings
    Holdings up 156%
    +10
  • Price context
    Mid range
    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 (1 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.

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.

CPZOct 12, 2026 · close 12.78
Since filing May 2, 2024: +9.4%SPY +58.6% · excess -49.2%

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 0001717457-24-000002, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 1, 2024POpen-market purchase
Common Stock
+16,141$15.56$251k26,616May 2, 2024
May 1, 2024POpen-market purchase
Common Stock
+167$15.54$2,59526,783May 2, 2024

Related signals

Other insiders at Calamos Long/Short Equity & Dynamic Income Trust and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
52Moderate
CPZsell
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$199k
13,517 shares
-100%
55Moderate
CPZsell
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$368k
25,000 shares
-64%
48Moderate
CPZsell
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$511k
35,000 shares
-48%
58Moderate
CPZsell
Calamos Long/Short Equity & Dynamic Income Trust
Thomas E Herman
VP and CFO
$418k
26,783 shares
-100%
25Weak
CPZbuy
Calamos Long/Short Equity & Dynamic Income Trust
Christopher M Toub
director
$23k
1,500 shares
+100%
23Weak
CPZbuy
Calamos Long/Short Equity & Dynamic Income Trust
Mark Mickey
Chief Compliance Officer
$22k
1,500 shares
-
44Moderate
CPZbuy
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$267k
18,000 shares
+36%
44Moderate
CPZbuy
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$234k
15,813 shares
+47%
44Moderate
CPZsell
Calamos Long/Short Equity & Dynamic Income Trust
John S. Koudounis
Vice President
$81k
5,400 shares
-100%
40Moderate
CPZbuy
Calamos Long/Short Equity & Dynamic Income Trust
John P Calamos Sr
President and Chairman
$201k
13,715 shares
-

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.