Calamos Aksia Private Equity & Alternatives Fund·4

Mar 16, 1:52 PM ET

CALAMOS JOHN P SR 4

4 · Calamos Aksia Private Equity & Alternatives Fund · Filed Mar 16, 2026

Research Summary

AI-generated summary of this filing

Updated

Calamos Aksia Fund Global CIO John P. Calamos Sr Buys Stock

What Happened

  • John P. Calamos Sr., Global CIO, reported a purchase of 741.292 shares of Calamos Aksia Private Equity & Alternatives Fund on 2025-10-02. The shares were acquired at $10.78 each for a total reported cost of $7,991. This was a purchase (insider buy), which some investors view as a mildly bullish signal, though the dollar amount is small.

Key Details

  • Transaction date and price: 2025-10-02 — 741.292 shares at $10.78 per share (total $7,991).
  • Transaction type: Purchase (code P) — open market or private purchase as reported.
  • Shares owned after transaction: Not specified in the filing.
  • Filing date and timeliness: Form 4 was filed on 2026-03-16, covering the 2025-10-02 transaction — this is a late filing. Late Form 4s are typically considered reporting violations and are noted by investors and regulators.
  • Remark in filing: The reporting person disclaims beneficial ownership of the securities except to the extent of any pecuniary interest.

Context

  • The trade size is modest (about $8k), so while it is a direct insider purchase, its scale limits what can be inferred about insider conviction. Purchases generally draw more attention than routine sales, but small-dollar buys can be routine or administrative.

Insider Transaction Report

Form 4
Period: 2025-10-02
Transactions
  • Purchase

    Class I Common Stock

    2025-10-02$10.78/sh+741.292$7,991153,680.92 total(indirect: By LLC)
Holdings
  • Class I Common Stock

    (indirect: By Trust)
    1,796,255.98
  • Class I Common Stock

    (indirect: By Spouse)
    41,266.52
  • Class I Common Stock

    (indirect: By LLC)
    1,000
  • Class A Common Stock

    (indirect: By LLC)
    3,000
  • Class C Common Stock

    (indirect: By LLC)
    3,000
  • Class M Common Stock

    (indirect: By LLC)
    3,000
Signature
/s/ John Calamos Sr.|2026-03-16

Documents

1 file
  • 4
    primary_doc.xmlPrimary

    PRIMARY DOCUMENT