MarketPeel
Insider Trading Intelligence
JK

John S. Koudounis

CPZ
VICE PRESIDENT · CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST · CIK 0001671788
FILING MIX · LIFETIME89%/11%
BUYS
93
SELLS
11
TOTAL VALUE
$1.73M
COMPANIES
2
ACTIVE SINCE
Dec 2019
HOLDINGS NOW
912
AVG SELL PX
$14.97
TRADE KIND
SHOWING 104 / 104
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
92 backtested trades · 8 horizons · 1 pending
Forward-return performance of every backtestable P/S trade by John S. Koudounis, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d92+41.30%+0.55%+0.27%+0.28%+0.05%1.35
14d92+70.65%+0.64%+0.65%-0.02%-0.93%-0.11
30d92+61.96%+2.04%+2.00%+0.04%-0.17%0.17
60d92+63.04%+5.16%+6.08%-0.92%+1.06%-1.72
90d92+63.04%+4.74%+6.85%-2.11%-4.38%-4.11
180d92+88.04%+10.98%+14.66%-3.68%+1.40%-5.80
1y92+61.96%+11.21%+14.43%-3.22%-2.64%-4.87
2y92(1 pending)+12.09%-1.98%+11.01%-12.98%-8.32%-12.04
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CPZ · 0 shares · as of Sep 19, 2024
06,18512,37018,55424,73920202021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
FLOW · 93 buys / 11 sellsCOVERAGE · 20 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
24,739$15.41$381.2K0Sep 19, 2024Sep 20, 2024View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
400$14.90$6.0K0Dec 20, 2023Dec 20, 2023View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
600$14.89$8.9K4,589Dec 20, 2023Dec 20, 2023View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
300$14.88$4.5K400Dec 20, 2023Dec 20, 2023View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
3,889$14.93$58.1K700Dec 20, 2023Dec 20, 2023View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
Vice President
211$14.85$3.1K5,189Dec 20, 2023Dec 20, 2023View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
SALE
Vice President
1,731$14.18$24.5K10,388Dec 6, 2023Dec 6, 2023View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
SALE
Vice President
100$14.17$1.4K13,310Dec 6, 2023Dec 6, 2023View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
SALE
Vice President
912$14.19$12.9K0Dec 6, 2023Dec 6, 2023View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
SALE
Vice President
1,191$14.17$16.9K12,119Dec 6, 2023Dec 6, 2023View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
SALE
Vice President
9,476$14.16$134.2K912Dec 6, 2023Dec 6, 2023View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
200$20.80$4.2K21,839May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
700$20.78$14.5K21,639May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
200$20.85$4.2K23,739May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$20.82$8.3K24,539May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.80$2.1K22,639May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.81$2.1K20,639May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.84$2.1K24,739May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
500$20.83$10.4K13,639May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
300$20.77$6.2K20,939May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$20.86$8.3K24,139May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.78$2.1K20,539May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.83$2.1K12,839May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
300$20.80$6.2K20,439May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
1,900$20.82$39.6K17,239May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
700$20.75$14.5K19,439May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$20.86$8.3K23,039May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
500$20.84$10.4K23,539May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
1,100$20.82$22.9K14,739May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
200$20.79$4.2K14,939May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
1,500$20.80$31.2K18,739May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
700$20.85$14.6K22,539May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
700$20.74$14.5K20,139May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$20.81$8.3K15,339May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
300$20.82$6.2K13,139May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$20.85$2.1K24,639May 21, 2021May 25, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.53$1.9K3,960Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
200$18.55$3.7K3,860Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
200$18.49$3.7K1,860Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
1,000$18.54$18.5K1,660Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.55$1.9K2,060Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
60$18.54$1.1K160Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
900$18.52$16.7K3,660Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.55$1.9K2,760Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$18.53$7.4K2,660Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.52$1.9K1,960Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.52$1.9K260Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.49$1.8K100Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
1,440$18.55$26.7K5,400Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.52$1.9K2,260Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
400$18.53$7.4K660Feb 25, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
100$18.53$1.9K2,160Feb 25, 2021Feb 26, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
35$16.78$58713,410Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
300$16.77$5.0K8,850Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
150$16.76$2.5K8,550Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
400$16.79$6.7K7,400Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$16.77$1.7K600Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$16.78$3.4K7,600Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
300$16.75$5.0K9,500Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
2,500$16.76$41.9K3,100Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
500$16.76$8.4K500Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
500$16.79$8.4K3,700Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$16.75$1.7K9,050Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
266$16.77$4.5K9,766Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
3,100$16.78$52.0K7,000Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
600$16.77$10.1K8,400Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$16.76$1.7K8,950Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
2,807$16.80$47.2K13,188Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$16.77$3.4K3,900Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
150$16.74$2.5K9,200Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$16.78$3.4K7,800Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
615$16.79$10.3K10,381Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$16.77$1.7K3,200Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
187$16.78$3.1K13,375Feb 12, 2021Feb 17, 2021View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
300$15.76$4.7K1,000Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.80$1.6K15,000Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
3,909$15.80$61.8K11,524Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.80$1.6K5,655Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.77$1.6K1,990Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
600$15.78$9.5K1,890Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
400$15.80$6.3K15,600Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
1,400$15.77$22.1K4,790Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$15.78$3.2K2,890Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
280$15.75$4.4K5,070Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
285$15.76$4.5K5,355Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
700$15.81$11.1K14,900Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
500$15.77$7.9K3,390Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$15.80$3.2K15,200Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
500$15.81$7.9K6,474Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$15.76$3.2K5,555Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.81$1.6K15,800Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
95$15.77$1.5K1,190Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
319$15.80$5.0K5,974Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
600$15.78$9.5K2,590Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
200$15.81$3.2K11,724Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.78$1.6K2,690Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
95$15.75$1.5K1,095Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.80$1.6K15,700Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
1,141$15.81$18.0K7,615Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
2,476$15.81$39.1K14,200Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
30$15.80$47415,830Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
100$15.77$1.6K1,290Dec 18, 2020Dec 18, 2020View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
Vice President
700$15.75$11.0K700Dec 18, 2020Dec 18, 2020View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
Vice President
12,739$19.69$250.8K12,739Dec 30, 2019Mar 23, 2020View →
Other insiders · CPZ
Loading peer insiders…
About this filer
CIK 0001671788
ROLE
Vice President
PRIMARY
CPZ
COMPANIES
2
ACTIVE SINCE
Dec 2019
MARKETPEEL · /INSIDER/0001671788DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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