Company Analysis

Calamos Strategic Total Return (CSQ)

Nasdaq: CSQ · filing with the SEC since 2004
Grade5.3
◀ Past 5.6● Present 5.1▶ Future 5.3
8 est.

Who runs Calamos Strategic Total Return

Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filed
Officers reporting now
2
of 2 people with a filing in the last fifteen months
Directors reporting now
0
16 people on the record since 2006
Officerssales are open-market, Sep 30, 2025 to Sep 30, 2026
NameTitle as filedFirst filingLatest filingSales, 12 months
Koudounis John S.Vice PresidentJul 2016Sep 9, 2025none
Kelly Walter MChief Compliance OfficerAug 2025Aug 4, 2025none
Owners of more than 10% of a classsales are open-market, Sep 30, 2025 to Sep 30, 2026
NameRoleFirst filingLatest filingSales, 12 months
Lincoln National Life Insurance Co /in/10% ownerSep 2026Sep 3, 2026none
Metlife Investment Management, LLC10% ownerAug 2021Aug 26, 2026none
Phlegar Jeffrey SotherSep 2025Sep 12, 2025none
Armstrong HughotherSep 2025Sep 9, 2025none
Earlier names on the record30, newest filing first
Herman Thomas E · officer · last filing Jan 2025Kiley Thomas P III · officer · last filing Dec 2024Thrivent Financial For Lutherans · 10% owner · last filing Oct 2024Northwestern Mutual Life Insurance Co · 10% owner · last filing Sep 2024Ojala Erik D. · officer · last filing Sep 2023Schoenberger Susan L · officer · last filing Feb 2023Aisg Gp Ltd. · 10% owner · last filing Jun 2022Apollo Capital Management Gp, LLC · 10% owner · last filing Jun 2022Apollo Capital Management, L.P. · 10% owner · last filing Jun 2022Apollo Insurance Solutions Group LP · 10% owner · last filing Jun 2022Apollo Life Asset Gp, LLC · 10% owner · last filing Jun 2022Apollo Life Asset L.P. · 10% owner · last filing Jun 2022Apollo Management Holdings Gp, LLC · 10% owner · last filing Jun 2022Apollo Management Holdings, L.P. · 10% owner · last filing Jun 2022Athene Annuity & Life Co · 10% owner · last filing Jun 2022Voya Financial, Inc. · 10% owner · last filing May 2022Voya Holdings, Inc. · 10% owner · last filing May 2022Arch Capital Group Ltd. · 10% owner · last filing Oct 2021Arch Reinsurance Ltd. · 10% owner · last filing Oct 2021Equitable Holdings, Inc. · 10% owner · last filing Oct 2021Dufresne Daniel · officer · last filing Jul 2021Atkins Stephen · officer · last filing Apr 2020Stuckey Karen · director · last filing Dec 2019Toub Christopher M · director · last filing Dec 2019Tripple David D · director · last filing Dec 2019Vanisko Dave · officer · last filing Aug 2019Wennlund Lloyd · director · last filing Jul 2018Mickey Mark · officer · last filing Jan 2018Calamos John P Sr · officer · last filing Jan 2017Hamacher Theresa · director · last filing Mar 2016

A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.

SI Assistanton CSQ · research, not advice