MarketPeel
Insider Trading Intelligence
TH

Thomas E. Herman

CPZ
VP AND CFO · CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST · CIK 0001679182
FILING MIX · LIFETIME83%/17%
BUYS
10
SELLS
2
TOTAL VALUE
$1.30M
COMPANIES
2
ACTIVE SINCE
Feb 2021
HOLDINGS NOW
23,190
AVG SELL PX
$15.60
TRADE KIND
SHOWING 12 / 12
Trades · vs SPY
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Performance · forward returns vs SPY
12 backtested trades · 8 horizons · 4 pending
Forward-return performance of every backtestable P/S trade by Thomas E. Herman, 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
7d12+41.67%+0.11%-0.66%+0.77%+1.30%
14d12+83.33%+1.42%+0.87%+0.55%+1.77%
30d12+66.67%+1.41%+1.09%+0.32%+2.12%
60d12+66.67%+1.92%+2.69%-0.77%+1.87%
90d12+83.33%+2.99%+2.38%+0.60%+3.79%
180d12+83.33%+5.17%+12.17%-6.99%-6.09%
1y12+83.33%+9.19%+12.63%-3.44%-0.74%
2y12(4 pending)+75.00%-2.42%+14.61%-17.03%-3.53%
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 Jan 30, 2025
06,69613,39220,08726,7832022202320242025SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
FLOW · 10 buys / 2 sellsCOVERAGE · 17 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
VP and CFO
13,391$15.62$209.2K0Jan 30, 2025Jan 31, 2025View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
VP and CFO
11,507$18.39$211.6K23,190Jan 30, 2025Jan 31, 2025View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
SALE
VP and CFO
13,392$15.58$208.7K13,391Jan 29, 2025Jan 31, 2025View →
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
PURCHASE
VP and CFO
11,683$18.23$213.0K11,683Jan 29, 2025Jan 31, 2025View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
16,141$15.56$251.1K26,616May 1, 2024May 2, 2024View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
167$15.54$2.6K26,783May 1, 2024May 2, 2024View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
75$19.09$1.4K10,475Feb 24, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
900$18.97$17.1K1,110Feb 24, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
7,503$19.10$143.3K8,603Feb 24, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
200$18.96$3.8K200Feb 24, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
377$19.06$7.2K8,980Feb 24, 2021Feb 26, 2021View →
CPZ
CALAMOS LONG/SHORT EQUITY & DYNAMIC INCOME TRUST
PURCHASE
VP and CFO
1,420$19.10$27.1K10,400Feb 24, 2021Feb 26, 2021View →
Other insiders · CPZ
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About this filer
CIK 0001679182
ROLE
VP and CFO
PRIMARY
CPZ
COMPANIES
2
ACTIVE SINCE
Feb 2021
MARKETPEEL · /INSIDER/0001679182DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

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