| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| EQUITY RESIDENTIAL | Director | Common Shares Of Beneficial Interest | 22.4K | $1.44M | $64.23 | 20 Jun 2024 | Direct |
| EQUITY RESIDENTIAL | Director | Common Shares Of Beneficial Interest | 14.6K | $940K | $64.23 | 20 Jun 2024 | SERP Account |
| EQUITY RESIDENTIAL | Director | Common Shares Of Beneficial Interest | 10.2K | $657K | $64.23 | 20 Jun 2024 | Family Trust |
| Calamos Aksia Alternative Credit & Income Fund | Director | Shares of Beneficial Interest | 24.7K | $257K | $10.41 | 10 Aug 2023 | Direct |
| EQUITY RESIDENTIAL | Director | Non-qualified Stock Option (Right to Buy) | 4.26K | 20 Jun 2024 | Direct | ||
| CALAMOS GLOBAL TOTAL RETURN FUND | Director | Common Stock | 0 | $8.20 | 01 Nov 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| N/A | Calamos Aksia Hedged Strategies Fund | 16 Sep 2025 | 0 | $0 | 3 | Trustee | 16 Sep 2025, 15:04 |
| N/A | Calamos Aksia Private Equity & Alternatives Fund | 30 Jun 2025 | 0 | $0 | 3 | Trustee | 03 Jul 2025, 14:09 |
| EQR | EQUITY RESIDENTIAL | 20 Jun 2024 | 2 | $0 | 4 | Director | 24 Jun 2024, 16:24 |
| EQR | EQUITY RESIDENTIAL | 28 Feb 2024 | 1 | $100K | 4 | Director | 01 Mar 2024, 16:20 |
| EQR | EQUITY RESIDENTIAL | 14 Nov 2023 | 1 | $100K | 4 | Director | 16 Nov 2023, 16:16 |
| CGO | CALAMOS GLOBAL TOTAL RETURN FUND | 01 Nov 2023 | 1 | -$57.9K | 4 | Director | 01 Nov 2023, 14:23 |
| CAPIX | Calamos Aksia Alternative Credit & Income Fund | 10 Aug 2023 | 1 | $250K | 4 | Director | 11 Aug 2023, 11:20 |
| EQR | EQUITY RESIDENTIAL | 15 Jun 2023 | 2 | $0 | 4 | Director | 20 Jun 2023, 16:25 |
| NONE | Calamos Aksia Alternative Credit & Income Fund | 16 May 2023 | 0 | $0 | 3 | Director | 19 May 2023, 16:37 |
| EQR | EQUITY RESIDENTIAL | 16 Jun 2022 | 1 | $0 | 4 | Director | 21 Jun 2022, 16:28 |
| EQR | EQUITY RESIDENTIAL | 17 Jun 2021 | 2 | $0 | 4 | Director | 21 Jun 2021, 16:29 |