Mark Mickey - Net Worth and Insider Trading
Mark Mickey Net Worth
The estimated net worth of Mark Mickey is at least $150,700 dollars as of 2026-08-30. Mark Mickey is the Chief Compliance Officer of Calamos Strategic Total Return Fund and owns about 5,000 shares of Calamos Strategic Total Return Fund (CSQ) stock worth over $104,650. Mark Mickey is the Chief Compliance Officer of Calamos Convertible & High Income Fund and owns about 2,000 shares of Calamos Convertible & High Income Fund (CHY) stock worth over $26,010. Mark Mickey is also the Chief Compliance Officer of Calamos L/S Equity & Dynamic Inc Trust and owns about 1,500 shares of Calamos L/S Equity & Dynamic Inc Trust (CPZ) stock worth over $20,040. Besides these, Mark Mickey also holds CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) , Calamos Global Total Return Fund (CGO) , Calamos Dynamic Convertible and Income Fund (CCD) . Details can be seen in Mark Mickey's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Mark Mickey has not made any transactions after 2025-08-11 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Mark Mickey
Mark Mickey Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Mark Mickey owns 7 companies in total, including Calamos Strategic Total Return Fund (CSQ) , Calamos Global Total Return Fund (CGO) , and Calamos Dynamic Convertible and Income Fund (CCD) among others .
Click here to see the complete history of Mark Mickey’s form 4 insider trades.
Insider Ownership Summary of Mark Mickey
| Ticker | Company | Transaction Date | Type of Owner |
|---|---|---|---|
| CSQ | Calamos Strategic Total Return Fund | 2018-01-02 | Chief Compliance Officer |
| CGO | Calamos Global Total Return Fund | 2018-01-02 | chief compliance officer |
| CCD | Calamos Dynamic Convertible and Income Fund | 2023-05-31 | Chief Compliance Officer |
 | | 2025-08-11 | chief compliance officer |
| | 2024-02-14 | chief compliance officer |
| | 2007-06-26 | chief compliance officer |
| | 2024-02-14 | Chief Compliance Officer |
Mark Mickey Latest Holdings Summary
Mark Mickey currently owns a total of 6 stocks. Among these stocks, Mark Mickey owns 5,000 shares of Calamos Strategic Total Return Fund (CSQ) as of January 2, 2018, with a value of $104,650 and a weighting of 69.44%. Mark Mickey owns 2,000 shares of Calamos Convertible & High Income Fund (CHY) as of February 14, 2024, with a value of $26,010 and a weighting of 17.26%. Mark Mickey also owns 1,500 shares of Calamos L/S Equity & Dynamic Inc Trust (CPZ) as of February 14, 2024, with a value of $20,040 and a weighting of 13.3%. The other 3 stocks CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND (CHI) , Calamos Global Total Return Fund (CGO) , Calamos Dynamic Convertible and Income Fund (CCD) have a combined weighting of 0% among all his current holdings.
Latest Holdings of Mark Mickey
| Ticker | Company | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| CSQ | Calamos Strategic Total Return Fund | 2018-01-02 | 5,000 | 20.93 | 104,650 |
| CHY | Calamos Convertible & High Income Fund | 2024-02-14 | 2,000 | 13.01 | 26,010 |
| CPZ | Calamos L/S Equity & Dynamic Inc Trust | 2024-02-14 | 1,500 | 13.36 | 20,040 |
| CHI | CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 2025-08-11 | 0 | 12.84 | 0 |
| CGO | Calamos Global Total Return Fund | 2018-01-02 | 0 | 13.07 | 0 |
| CCD | Calamos Dynamic Convertible and Income Fund | 2023-05-31 | 0 | 24.86 | 0 |
Holding Weightings of Mark Mickey
Mark Mickey Form 4 Trading Tracker
According to the SEC Form 4 filings, Mark Mickey has made a total of 0 transactions in Calamos Strategic Total Return Fund (CSQ) over the past 5 years. The most-recent trade in Calamos Strategic Total Return Fund is the acquisition of 2,500 shares on January 2, 2018, which cost Mark Mickey around $30,200.
According to the SEC Form 4 filings, Mark Mickey has made a total of 2 transactions in Calamos Convertible & High Income Fund (CHY) over the past 5 years, including 1 buys and 1 sells. The most-recent trade in Calamos Convertible & High Income Fund is the sale of 500 shares on February 14, 2024, which brought Mark Mickey around $5,945.
According to the SEC Form 4 filings, Mark Mickey has made a total of 1 transactions in Calamos L/S Equity & Dynamic Inc Trust (CPZ) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in Calamos L/S Equity & Dynamic Inc Trust is the acquisition of 1,500 shares on February 14, 2024, which cost Mark Mickey around $22,350.
More details on Mark Mickey's insider transactions can be found in the Insider Trading History of Mark Mickey table.Insider Trading History of Mark Mickey
* The information on this page (including Insider Trading Shares, Share Changes, Cost, etc.) is sourced exclusively from Form 4 filings and does not incorporate any data from 13F or 13D/G filings. As a result, it may differ from the values shown on the Guru page.
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Mark Mickey Trading Performance
GuruFocus tracks the stock performance after each of Mark Mickey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Mark Mickey is 6.89%. GuruFocus also compares Mark Mickey's trading performance to market benchmark return within the same time period. The performance of stocks bought by Mark Mickey within 3 months outperforms 4 times out of 6 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Mark Mickey's insider trading performs compared to the benchmark.
Performance of Mark Mickey
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 4.88 | | | | | |
| Relative Return to S&P 500(%) | 1.28 | | | | | |
Mark Mickey Ownership Network
Ownership Network List of Mark Mickey
Ownership Network Relation of Mark Mickey
Mark Mickey Owned Company Details
What does Calamos Strategic Total Return Fund do?
Who are the key executives at Calamos Strategic Total Return Fund?
Mark Mickey is the Chief Compliance Officer of Calamos Strategic Total Return Fund. Other key executives at Calamos Strategic Total Return Fund include other: Trustee Jeffrey S Phlegar , other: Trustee Hugh Armstrong , and Chief Compliance Officer Walter M Kelly .
Calamos Strategic Total Return Fund (CSQ) Insider Trades Summary
In summary, during the past 3 months, insiders sold 0 shares of Calamos Strategic Total Return Fund (CSQ) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Calamos Strategic Total Return Fund (CSQ) were sold and 0 shares were bought by its insiders, resulting in a net sale of 0 shares.
Calamos Strategic Total Return Fund (CSQ)'s detailed insider trading history can be found in Insider Trading Tracker table.
Calamos Strategic Total Return Fund Insider Transactions
Mark Mickey Mailing Address
Above is the net worth, insider trading, and ownership report for Mark Mickey. Based on the public information released on the U.S. Securities and Exchange Commission (SEC) website, Mark Mickey's mailing address is: Naperville Il 60563.
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