| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
VP and CFO
2 companies
Thomas E Herman last filed a Form 4 in January 2025, as VP and CFO at CSQ. The filings on record cover 2 companies. Thomas E Herman's net worth is not public. Form 4 filings only show shares in the companies where this person was an insider, as of the last filing.
Historically, Thomas E Herman's trades have earned a middling insider score of 58/100 across 5 rated trades. Over a 12-month horizon, 80.0% of those trades were profitable, with an average 12-month return of +4.3%.
At the last filing, the largest reported position was 23,190 shares of CSQ. Net of sales, the CSQ filings show accumulation of 23,190 shares.
Thomas E Herman has 4 Form 4 filings on record from February 2021 to January 2025, across 2 companies: VP and CFO at Calamos Long/Short Equity & Dynamic Income Trust (CPZ), 2021–2025; VP and CFO at Calamos Strategic Total Return Fund (CSQ), 2025.
The 12 reported transactions were 10 open-market purchases and 2 open-market sales.
Counted by filing, the open-market trades come to 3 purchases worth about $878K and 1 sale worth about $418K.
The largest open-market purchase was 23,190 shares of CSQ at an average $18.31 on January 30, 2025, about $425K. Twelve months later CSQ was up 5%.
The only open-market sale was 26,783 shares of CPZ at an average $15.60 on January 30, 2025, about $418K. Twelve months later CPZ was down 6%.
Shares as reported in the last Form 4 for each company; the most recent is from January 2025. Values use today's prices. Any trades after the last filing were not reported, so current holdings may differ.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 30, 2025 | CPZ Calamos Long/short Equity & Dynamic Income Trust | VP and CFO | Sell | 26,783 | $15.60 | $417,923.25 | -100% | -2.9% | -5.8% | |
| Jan 30, 2025 | CSQ Calamos Strategic Total Return Fund | VP and CFO | Buy | 23,190 | $18.31 | $424,667.97 | New | -12.5% | +5.2% | |
| May 1, 2024 | CPZ Calamos Long/short Equity & Dynamic Income Trust | VP and CFO | Buy | 16,308 | $15.55 | $253,668.44 | +155.7% | +0.2% | -1.2% | |
| Feb 24, 2021 | CPZ Calamos Long/short Equity & Dynamic Income Trust | VP and CFO | Buy | 10,475 | $19.08 | $199,911.67 | New | - | - |