KELLY WALTER M

PrivateCIK: 1376682
Location

NAPERVILLE, IL

LINCOLN NATIONAL LIFE INSURANCE CO /IN/

3
CALAMOS STRATEGIC TOTAL RETURN FUND
Sep 3, 2026·Sep 3, 2026
2 txn

THRIVENT FINANCIAL FOR LUTHERANS

3
CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Sep 2, 2026·Sep 2, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

3
CALAMOS GLOBAL DYNAMIC INCOME FUND
Sep 2, 2026·Sep 2, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
CALAMOS CONVERTIBLE & HIGH INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
CALAMOS GLOBAL DYNAMIC INCOME FUND
Aug 26, 2026·Aug 26, 2026
5 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Aug 26, 2026·Aug 26, 2026
9 txn

METLIFE INVESTMENT MANAGEMENT, LLC

4
CALAMOS CONVERTIBLE & HIGH INCOME FUND
Aug 26, 2026·Aug 26, 2026
8 txn

THRIVENT FINANCIAL FOR LUTHERANS

4
CALAMOS DYNAMIC CONVERTIBLE & INCOME FUND
Aug 26, 2026·Aug 26, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Aug 26, 2026·Aug 26, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Aug 3, 2026·Aug 3, 2026
1 txn

CALAMOS AKSIA HEDGED STRATEGIES FUND (OFFSHORE), LTD.

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Jul 28, 2026·Jul 28, 2026
1 txn

CALAMOS JOHN P SR

4
CALAMOS AKSIA PRIVATE EQUITY & ALTERNATIVES FUND
Jul 1, 2026·Jul 1, 2026
8 txn

CALAMOS FAMILY PARTNERS, INC.

3
CALAMOS AKSIA HEDGED STRATEGIES FUND
Jul 1, 2026·Jul 1, 2026
1 txn

CALAMOS JOHN P SR

4
CALAMOS AKSIA ALTERNATIVE CREDIT & INCOME FUND
Jun 2, 2026·Jun 2, 2026
12 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
May 20, 2026·May 20, 2026
2 txn

CALAMOS JOHN P SR

4
CALAMOS AKSIA ALTERNATIVE CREDIT & INCOME FUND
Apr 23, 2026·Apr 23, 2026
11 txn

CALAMOS JOHN P SR

4
CALAMOS AKSIA PRIVATE EQUITY & ALTERNATIVES FUND
Mar 10, 2026·Mar 10, 2026
11 txn

HERMAN THOMAS E

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Feb 6, 2026·Feb 6, 2026
1 txn

TOTH TERENCE J

4
NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
Dec 15, 2025·Dec 15, 2025
2 txn

HERMAN THOMAS E

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Dec 3, 2025·Dec 3, 2025
1 txn

HERMAN THOMAS E

4
CALAMOS AKSIA ALTERNATIVE CREDIT & INCOME FUND
Dec 3, 2025·Dec 3, 2025
1 txn

VOS JAMES H

4
CALAMOS AKSIA HEDGED STRATEGIES FUND
Oct 2, 2025·Oct 2, 2025
1 txn

PANAGIOTIDIS ALEXANDROS

3
CALAMOS AKSIA HEDGED STRATEGIES FUND
Oct 2, 2025·Oct 2, 2025
1 txn

KOUDOUNIS JOHN S.

3
CALAMOS STRATEGIC TOTAL RETURN FUND
Sep 9, 2025·Sep 9, 2025
1 txn
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