{
 "as_of": "2026-11-08",
 "cmr": "us-cm-kg/NASDAQ/CPZ",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# Calamos Long/Short Equity & Dynamic Income Trust (NASDAQ: CPZ) — research page\n\nAs of 2026-11-08 · us-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is Calamos Long/Short Equity & Dynamic Income Trust, listed on NASDAQ under ticker CPZ, with ISIN US12812C1062 and LEI 54930028TUOZZMUQBY94. Its security type is recorded as non-operating entity type (other), and its jurisdiction is the United States, Delaware. Segment and sector are not on the record. Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 15 filings in the twelve months to 2026-11-08, across 15 filing days: 1 AGM/EGM, 3 directors' dealings and 11 regulatory filings. The median gap between filing days is 6.0 days. The latest filing is dated 2026-09-29, a regulatory filing, 40 days before the record date. On NASDAQ the median filings count is 52 across 4,359 issuers, with a median cadence gap of 6.0 days and a median latency of 5.0 days. Sector peer figures are not on the record for this market.\n\n## Auditor\n\nThe auditor is not on the record, because the latest annual report cover carries no auditor name tag, and its location is not on the record. The record holds no auditor changes.\n\n## Events and halts\n\nThe record holds no listing, delisting or name change lines. Domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, because exchange tier transfers are not EDGAR filings. The issuer is listed and not halted.\n\n## Orderability\n\nThe outcome is not determinable: the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations pages read; the count is 0.\n\n## Open research\n\nNo openly published research notes were found on the record; the count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.sec.gov/files/company_tickers_exchange.json (identity.exchange)\n- https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data (identity.isin)\n- https://data.sec.gov/submissions/CIK0001717457.json (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/54930028TUOZZMUQBY94 (identity.lei)\n- https://mcp.us-cm-kg.ai/events/NASDAQ/CPZ (the disclosure lines)\n- https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts (the halt flag)\n- https://mcp.us-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.us-cm-kg.ai/record/NASDAQ/CPZ (the record)\n",
 "market": "US",
 "node": "us-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "live_record_began": "2026-09-12",
   "node_history_from": "2021-01-04",
   "node_years_sealed": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ],
   "record_version": 1,
   "sealed": true
  },
  "auditor": {
   "auditor": {
    "market": "US",
    "reason": "no dei:AuditorName tag on the latest annual report cover (foreign private issuers and older filings carry none)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "US",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "US",
    "state": "not_on_record"
   },
   "changes": []
  },
  "cmr": "us-cm-kg/NASDAQ/CPZ",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-11",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 4359,
     "median_cadence_gap_days": 6,
     "median_filings": 52,
     "median_latency_days": 5,
     "name": "NASDAQ"
    },
    "sector": {
     "market": "US",
     "state": "not_on_record"
    }
   },
   "by_type": {
    "agm_egm": 1,
    "directors_dealings": 3,
    "regulatory_filing": 11
   },
   "cadence_median_gap_days": 6,
   "filing_days": 15,
   "filings": 15,
   "latency_days": 40,
   "latest": [
    {
     "category": "NPORT-P",
     "date": "2026-09-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1717457/000141036826101666/xslFormNPORT-P_X01/primary_doc.xml",
     "title": "NPORT-P",
     "type": "regulatory_filing"
    },
    {
     "category": "N-PX",
     "date": "2026-08-28",
     "source": "https://www.sec.gov/Archives/edgar/data/1717457/000143893426002271/xslN-PX_X01/primary_doc.xml",
     "title": "N-PX",
     "type": "regulatory_filing"
    },
    {
     "category": "NPORT-P/A",
     "date": "2026-08-27",
     "source": "https://www.sec.gov/Archives/edgar/data/1717457/000141036826087901/xslFormNPORT-P_X01/primary_doc.xml",
     "title": "NPORT-P/A",
     "type": "regulatory_filing"
    },
    {
     "category": "N-CSRS",
     "date": "2026-07-02",
     "source": "https://www.sec.gov/Archives/edgar/data/1717457/000110465926080380/tm2610083d5_ncsrs.htm",
     "title": "N-CSRS — N-CSRS",
     "type": "regulatory_filing"
    },
    {
     "category": "40-17G",
     "date": "2026-06-29",
     "source": "https://www.sec.gov/Archives/edgar/data/1717457/000110465926078650/tm2619138d1_4017g.htm",
     "title": "40-17G — 40-17G",
     "type": "regulatory_filing"
    }
   ],
   "latest_filing_date": "2026-09-29",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/CPZ",
   "window": {
    "from": "2025-11-08",
    "to": "2026-11-08"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "NASDAQ"
   },
   "isin": {
    "read_by": "SEC Fails-to-Deliver data (CUSIP for the symbol) · ISIN = US + CUSIP + ISO 6166 check digit",
    "read_date": "2026-10-09",
    "read_date_basis": "last_seen",
    "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data",
    "state": "sourced",
    "value": "US12812C1062"
   },
   "jurisdiction": {
    "read_by": "EDGAR submissions API (issuer header as filed) (stateOfIncorporation)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001717457.json",
    "state": "sourced",
    "value": "United States — Delaware"
   },
   "lei": {
    "read_by": "GLEIF name-exact (jurisdiction US-DE; GLEIF golden copy 2026-09-12)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/54930028TUOZZMUQBY94",
    "state": "filled",
    "value": "54930028TUOZZMUQBY94"
   },
   "name": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001717457.json",
    "state": "sourced",
    "value": "Calamos Long/Short Equity & Dynamic Income Trust"
   },
   "sector": {
    "market": "US",
    "state": "not_on_record"
   },
   "security_type": {
    "read_by": "EDGAR submissions API (issuer header as filed)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://data.sec.gov/submissions/CIK0001717457.json",
    "state": "sourced",
    "value": "Non-operating entity type (other)"
   },
   "segment": {
    "market": "US",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "EDGAR company_tickers_exchange.json (SEC list of exchange-listed filers)",
    "read_date": "2026-11-08",
    "read_date_basis": "the record version as_of",
    "source": "https://www.sec.gov/files/company_tickers_exchange.json",
    "state": "sourced",
    "value": "CPZ"
   },
   "website": {
    "market": "US",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": [],
   "domicile_change": {
    "market": "US",
    "reason": "EDGAR states no dated change of state of incorporation on a filing line",
    "state": "not_on_record"
   },
   "listing": [],
   "name_change": [],
   "segment_move": {
    "market": "US",
    "reason": "the exchanges' tier transfers are not EDGAR filings",
    "state": "not_on_record"
   }
  },
  "market": "US",
  "node": "us-cm-kg",
  "numbers_hash": "sha256:19f473f08800ffb5b1904fdf8b964103355a149655509f437a69611cc6624ba3",
  "open_research": {
   "read_date": "2026-11-11",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.us-cm-kg.ai/book/aio.json",
    "door": "https://mcp.us-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1",
   "section": "us.aio.v8"
  },
  "record": {
   "as_of": "2026-11-08",
   "url": "https://mcp.us-cm-kg.ai/record/NASDAQ/CPZ",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:19f473f08800ffb5b1904fdf8b964103355a149655509f437a69611cc6624ba3",
 "path": "/us/NASDAQ/CPZ",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is Calamos Long/Short Equity & Dynamic Income Trust, listed on NASDAQ under ticker CPZ, with ISIN US12812C1062 and LEI 54930028TUOZZMUQBY94. Its security type is recorded as non-operating entity type (other), and its jurisdiction is the United States, Delaware. Segment and sector are not on the record. Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 15 filings in the twelve months to 2026-11-08, across 15 filing days: 1 AGM/EGM, 3 directors' dealings and 11 regulatory filings. The median gap between filing days is 6.0 days. The latest filing is dated 2026-09-29, a regulatory filing, 40 days before the record date. On NASDAQ the median filings count is 52 across 4,359 issuers, with a median cadence gap of 6.0 days and a median latency of 5.0 days. Sector peer figures are not on the record for this market.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record, because the latest annual report cover carries no auditor name tag, and its location is not on the record. The record holds no auditor changes.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The record holds no listing, delisting or name change lines. Domicile change is not on the record, because EDGAR states no dated change of state of incorporation on a filing line. Segment move is not on the record, because exchange tier transfers are not EDGAR filings. The issuer is listed and not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable: the chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/us/reasonable-basis-suitability-finra-rule-2111/r1, with the chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations pages read; the count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found on the record; the count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The sealed years that hold the issuer are 2021, 2022, 2023, 2024, 2025 and 2026. The market's earliest sealed date is 2021-01-04, and the live record began on 2026-09-12.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.sec.gov/files/company_tickers_exchange.json"
  },
  {
   "for": "identity.isin",
   "source": "https://www.sec.gov/data-research/sec-markets-data/fails-deliver-data"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.sec.gov/submissions/CIK0001717457.json"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/54930028TUOZZMUQBY94"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.us-cm-kg.ai/events/NASDAQ/CPZ"
  },
  {
   "for": "the halt flag",
   "source": "https://www.nasdaqtrader.com/rss.aspx?feed=tradehalts"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.us-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.us-cm-kg.ai/record/NASDAQ/CPZ"
  }
 ],
 "title": "Calamos Long/Short Equity & Dynamic Income Trust (CPZ) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}