CALAMOS JOHN P SR 4

What Happened John P. Calamos Sr., Global CIO, reported recent dispositions of Calamos Aksia Alternative Credit & Income Fund shares: an open‑market sale of 71.267 shares on 2026‑06‑01 for $10.56/share (~$753) and a gift of 897.771 shares on 2026‑04‑22 (no proceeds). Earlier filings show multiple purchases (open‑market/private) between 2023 and 2025 totaling roughly 29,358.49 shares acquired for about $306,454. He also sold 615.58 shares on 2026‑03‑02 for ~$6,544. Overall, the reported transactions amount to ~1,584.62 shares disposed versus ~29,358.49 shares acquired across the listed trades.

Key Details

• Major purchase history (open‑market/private):
  • 2023‑06‑07: three purchases of 3,000 shares each at $10.00 (total 9,000 shares, $90,000)
  • 2024‑07‑10: 8,942.611 shares @ $10.52 ($94,076)
  • 2025‑06‑05: 10,006.125 shares @ $10.72 ($107,266)
  • 2025‑10‑02: 1,397.947 shares @ $10.72 ($14,986)
  • 2025‑10‑30: 11.807 shares @ $10.65 ($126)
• Recent dispositions:
  • 2026‑03‑02: sale 615.58 shares @ $10.63 ($6,544)
  • 2026‑04‑22: gift 897.771 shares (no cash proceeds)
  • 2026‑06‑01: sale 71.267 shares @ $10.56 ($753)
• Net of the reported transactions above: ~29,358.49 shares acquired vs ~1,584.62 shares disposed — a net increase of ~27,773.87 shares (based solely on the transactions listed in this filing).
• Footnotes: F1 and F2 state the post‑transaction beneficial‑ownership totals include shares acquired by Calamos Investments LLC and Calamos Advisors LLC through the fund’s dividend reinvestment plan (DRIP) in Feb–Mar 2026; the reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest.
• No indication in the provided data that this filing was late.

Context

• The purchases listed (2023–2025) are open‑market/private buys and represent a material amount of cumulative investment (~$306k). Purchases can be viewed as more informative than small routine sales, but filings do not state motivation.
• The April 22 gift is a non‑market disposition and does not necessarily signal sentiment about the fund’s prospects.
• Footnotes show some post‑transaction shares are held via affiliates’ DRIP activity; the reporting person disclaims beneficial ownership of those shares beyond any pecuniary interest.