CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) - Insider Holders & Insider Ownership

List of insiders holdings for CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#Insider Holder NameReport
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10% Owner
2017-09-15 15:32:264,000,000
0
4,000,000Form 3
2MetLife Investment Management LLC
10% Owner
2024-10-07 16:47:11840,000
0
840,000Form 13G
3NORTHWESTERN MUTUAL LIFE INSURANCE CO
10% Owner
2024-09-10 11:55:21480,000
0
480,000Form 3
4THRIVENT FINANCIAL FOR LUTHERANS
10% Owner
2021-12-22 17:02:35400,000
0
400,000Form 3/A
5CALAMOS JOHN P SR
Calamos Advisors LLC
President and Global CIO
2017-01-25 17:37:320
22,916
22,916Form 4
6TIMBERS STEPHEN B
Director
2016-11-22 16:45:0114,000
0
14,000Form 4
7CALAMOS NICK P
Vice President
2012-12-14 16:15:020
5,483
5,483Form 5
8Wennlund Lloyd
Director
2020-02-10 13:17:414,500
0
4,500Form 4
9MARSH WESTON W
Director
2004-12-27 16:53:162,800
0
2,800Form 4
10RYBAK WILLIAM R
Director
2012-12-14 15:41:502,395
0
2,395Form 5
11Hamacher Theresa
Director
2016-03-02 16:54:471000
0
1000Form 4
12MERRILL LYNCH & CO. INC.
MERRILL LYNCH PIERCE FENNER & SMITH INC.
10% Owner
2009-01-12 11:34:12658
0
658Form 13G
13Ojala Erik D.
VP, Sec'y & Chief Legal Off.
2023-09-28 10:41:500
0
0Form 3
14Stuckey Karen
Director
2019-12-20 16:42:190
0
0Form 3
15Atkins Stephen
Treasurer
2020-04-03 14:38:150
0
0Form 3
16Dufresne Daniel
Vice President
2021-07-20 14:15:450
0
0Form 3
17Schoenberger Susan L
VP and Assistant Secretary
2023-02-02 10:36:550
0
0Form 3
18Koudounis John S.
Vice President
2025-09-09 15:58:090
0
0Form 3/A
19Behan Robert
Vice President
2023-11-14 12:46:230
0
0Form 5
20Kiley Thomas P III
Vice President
2024-12-27 17:28:190
0
0Form 3
21Kelly Walter M
Chief Compliance Officer
2025-08-04 16:53:460
0
0Form 3
22Mickey Mark
FormerChief Compliance Officer
2025-08-11 14:56:360
0
0Form 4
23Armstrong Hugh
Trustee
2025-09-09 12:13:390
0
0Form 3
24PHLEGAR JEFFREY S
Trustee
2025-09-09 13:40:020
0
0Form 3
25MCPHERON IAN J
Assistant Secretary
2003-07-07 15:44:070
0
0Form 3
26MORGAN STANLEY
10% Owner
2010-02-12 09:36:550
0
0Form 13G
27BHATT NIMISH S
Treasurer
2004-05-21 12:41:250
0
0Form 3
28Ciotola Michael
Assistant Treasurer
2004-06-30 18:37:400
0
0Form 3
29Kovalchuk Moses
Assistant Treasurer
2005-07-06 15:40:320
0
0Form 3
30Woodard Kevin S
assistant secretary
2005-11-14 15:12:350
0
0Form 3
31NEAL JOHN E
Director
2006-04-06 17:06:200
0
0Form 4
32DARCY STATHY
secretary
2007-12-26 14:06:030
0
0Form 3
33HAMPTON CHERYL L
treasurer
2007-12-26 16:12:330
0
0Form 3
34Boyne James J
vice president
2008-06-10 15:19:130
0
0Form 3
35TOUB CHRISTOPHER M
Director
2019-12-20 16:26:180
0
0Form 3
36BANK OF AMERICA CORP
MERRILL LYNCH PIERCE FENNER & SMITH INC.
10% Owner
2009-10-09 16:51:010
0
0Form 4
37Jackson J Christopher
VP, Chief Legal Officer
2010-06-11 14:42:550
0
0Form 3
38BLACK GARY D
Vice President
2012-09-20 15:46:490
0
0Form 3
39Breen Virginia G
Director
2015-09-01 13:59:510
0
0Form 3
40Herman Thomas E
VP and CFO
2016-07-11 17:12:580
0
0Form 3
41Vanisko Dave
Treasurer
2019-08-22 14:30:410
0
0Form 3
42TRIPPLE DAVID D
Director
2019-12-20 16:14:070
0
0Form 4