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Calamos Strategic Total Return Fund initial beneficial ownership filing names Lincoln National Life Insurance as 10% owner

PUBT·09/03/2026 14:13:23
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Calamos Strategic Total Return Fund initial beneficial ownership filing names Lincoln National Life Insurance as 10% owner
  • Calamos Strategic Total Return Fund Form 3 showed Lincoln National Life Insurance became a 10% owner of Series H Mandatory Redeemable Preferred Shares.
  • Holdings totaled 640,000 shares as of Aug. 26, 2026, including 560,000 shares held directly.
  • An additional 80,000 shares were held indirectly via affiliate Lincoln Life & Annuity Company of New York.
  • The filing cited combined affiliate ownership exceeding 10% of the Series H Mandatory Redeemable Preferred Shares outstanding.
  • The statement was signed Sept. 2, 2026 by Zachary Illig, assistant vice president.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Calamos Strategic Total Return Fund published the original content used to generate this news brief via EDGAR, the Electronic Data Gathering, Analysis, and Retrieval system operated by the U.S. Securities and Exchange Commission (Ref. ID: 0001193125-26-381177), on September 03, 2026, and is solely responsible for the information contained therein.