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CALX

CALIX, INC

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4385
SEC CIK
0001406666
Parsed reports
353

Last 12 months

Inside the activity.

0 purchase rows · 13 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202508
Dec 202500
Jan 202600
Feb 202602
Mar 202600
Apr 202602
May 202600
Jun 202600
Jul 202601
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 28, 2026 Filed Sep 29, 2026 20:15 UTC
Russo CarlDirector · 10% owner
GrantStock Options (right to buy) · Derivative 17,603 $0.00 Strike: $33.19 $0.00
Disclosure

SEC source: 0001483757-26-000021 · wk-form4_1790712945.xml · derivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,603

Underlying: Common Stock · 17,603 shares

Expires 2036-09-28

F1 · derivative.exercise_date: The automatically awarded option vests and becomes exercisable with respect to 25% of the shares of common stock underlying the option on each anniversary of the date of grant (September 28, 2026).

Read SEC document
July 27, 2026 Filed Jul 28, 2026 20:13 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 75,000 $36.20 $2,714,805.00
Disclosure

SEC source: 0001483757-26-000019 · wk-form4_1785269613.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,569,188

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $35.795 to $36.74, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F2 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
June 29, 2026 Filed Jun 30, 2026 20:10 UTC
Russo CarlDirector · 10% owner
GrantStock Options (right to buy) · Derivative 15,999 $0.00 Strike: $36.05 $0.00
Disclosure

SEC source: 0001483757-26-000017 · wk-form4_1782850229.xml · derivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,999

Underlying: Common Stock · 15,999 shares

Expires 2036-06-29

F1 · derivative.exercise_date: The automatically awarded option vests and becomes exercisable with respect to 25% of the shares of common stock underlying the option on each anniversary of the date of grant (June 29, 2026).

Read SEC document
May 14, 2026 Filed May 18, 2026 21:56 UTC
Russo CarlDirector · 10% owner
GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001483757-26-000015 · wk-form4_1779141408.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,958,037

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 22:03 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001269088-26-000002 · wk-form4_1779141821.xml · nonDerivative · entry 1

BERRY MICHAEL J · CIK 0001269088 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,656

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 22:01 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001622622-26-000002 · wk-form4_1779141704.xml · nonDerivative · entry 3

Peters Kevin Robert · CIK 0001622622 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,656

F2 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F3 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 22:04 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001198471-26-000002 · wk-form4_1779141882.xml · nonDerivative · entry 1

BOWICK CHRISTOPHER J · CIK 0001198471 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,583

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 22:02 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001942773-26-000002 · wk-form4_1779141752.xml · nonDerivative · entry 1

Mukherjee Rajatish · CIK 0001942773 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,656

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 22:02 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001587270-26-000003 · wk-form4_1779141728.xml · nonDerivative · entry 1

Oosterman Wade · CIK 0001587270 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,156

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 21:56 UTC
Makagon KiraDirector
GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001586648-26-000018 · wk-form4_1779141376.xml · nonDerivative · entry 1

Makagon Kira · CIK 0001586648 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,931

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
May 14, 2026 Filed May 18, 2026 21:57 UTC GrantCommon Stock 4,967 $0.00 $0.00
Disclosure

SEC source: 0001237508-26-000002 · wk-form4_1779141434.xml · nonDerivative · entry 1

CRUSCO KATHLEEN M · CIK 0001237508 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,361

F1 · shares: Represents a grant of restricted stock units ("RSUs") awarded pursuant to the issuer's non-employee director equity compensation policy, that will vest in full one day prior to the issuer's next annual stockholder meeting. Each RSU represents a contingent right to receive one share of the issuer's common stock.

F2 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs.

Read SEC document
April 27, 2026 Filed Apr 28, 2026 20:02 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 4,091 $43.75 $178,982.07
Disclosure

SEC source: 0001483757-26-000013 · wk-form4_1777406550.xml · nonDerivative · entry 2

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,644,188

F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $43.72 to $43.76, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F2 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
April 27, 2026 Filed Apr 28, 2026 20:02 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 20,909 $43.17 $902,618.53
Disclosure

SEC source: 0001483757-26-000013 · wk-form4_1777406550.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,648,279

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $42.615 to $43.59, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F2 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
April 08, 2026 Filed Apr 10, 2026 20:05 UTC
Russo CarlDirector · 10% owner
GiftCommon Stock 40,000 $0.00 $0.00
Disclosure

SEC source: 0001483757-26-000011 · wk-form4_1775851531.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,953,070

Read SEC document
March 30, 2026 Filed Mar 31, 2026 20:04 UTC
Russo CarlDirector · 10% owner
GrantStock Options (right to buy) · Derivative 11,753 $0.00 Strike: $49.40 $0.00
Disclosure

SEC source: 0001483757-26-000009 · wk-form4_1774987484.xml · derivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,753

Underlying: Common Stock · 11,753 shares

Expires 2036-03-30

F1 · derivative.exercise_date: The automatically awarded option vests and becomes exercisable with respect to 25% of the shares of common stock underlying the option on each anniversary of the date of grant (March 30, 2026).

Read SEC document
February 25, 2026 Filed Feb 26, 2026 21:17 UTC
Russo CarlDirector · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 10,000 $0.00 Strike: $12.63 $0.00
Disclosure

SEC source: 0001483757-26-000007 · wk-form4_1772140643.xml · derivative · entry 4

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 560,000

Underlying: Common Stock · 10,000 shares

Expires 2030-05-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on May 22, 2024.

Read SEC document
February 25, 2026 Filed Feb 26, 2026 21:17 UTC
Russo CarlDirector · 10% owner
Exercise / conversionCommon Stock 10,000 $12.63 $126,300.00
Disclosure

SEC source: 0001483757-26-000007 · wk-form4_1772140643.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,993,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2026 Filed Feb 17, 2026 16:05 UTC
Weening MichaelDirector · President & CEO
GrantCommon Stock 439 $45.32 $19,896.36
Disclosure

SEC source: 0001678385-26-000002 · wk-form4_1771362327.xml · nonDerivative · entry 1

Weening Michael · CIK 0001678385 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,556

F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c).

F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period.

Read SEC document
February 14, 2026 Filed Feb 17, 2026 21:05 UTC GrantCommon Stock 439 $45.32 $19,896.36
Disclosure

SEC source: 0002098235-26-000002 · wk-form4_1771362311.xml · nonDerivative · entry 1

Durocher John · CIK 0002098235 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,367

F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c).

F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period.

Read SEC document
February 14, 2026 Filed Feb 17, 2026 21:04 UTC
SINDELAR CORYChief Financial Officer
GrantCommon Stock 439 $45.32 $19,896.36
Disclosure

SEC source: 0001226868-26-000004 · wk-form4_1771362270.xml · nonDerivative · entry 1

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,994

F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c).

F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 16:04 UTC
Eleniak Shane Todd MarshallChief Product Officer
GrantStock Option · Derivative 195,000 $0.00 Strike: $39.68 $0.00
Disclosure

SEC source: 0001886143-26-000002 · wk-form4_1771362292.xml · derivative · entry 1

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,000

Underlying: Common Stock · 195,000 shares

Expires 2035-01-31

F1 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 195,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 16:05 UTC
Weening MichaelDirector · President & CEO
GrantStock Option (right to buy) · Derivative 217,500 $0.00 Strike: $39.68 $0.00
Disclosure

SEC source: 0001678385-26-000002 · wk-form4_1771362327.xml · derivative · entry 2

Weening Michael · CIK 0001678385 · Director · President & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,500

Underlying: Common Stock · 217,500 shares

Expires 2035-01-31

F3 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 217,500 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 21:05 UTC GrantStock Option (right to buy) · Derivative 195,000 $0.00 Strike: $39.68 $0.00
Disclosure

SEC source: 0002098235-26-000002 · wk-form4_1771362311.xml · derivative · entry 2

Durocher John · CIK 0002098235 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 195,000

Underlying: Common Stock · 195,000 shares

Expires 2035-01-31

F3 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 195,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates.

Read SEC document
February 12, 2026 Filed Feb 17, 2026 21:04 UTC
SINDELAR CORYChief Financial Officer
GrantStock Option (right to buy) · Derivative 170,000 $0.00 Strike: $39.68 $0.00
Disclosure

SEC source: 0001226868-26-000004 · wk-form4_1771362270.xml · derivative · entry 2

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,000

Underlying: Common Stock · 170,000 shares

Expires 2035-01-31

F3 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 170,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates.

Read SEC document
February 03, 2026 Filed Feb 4, 2026 21:07 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 11,523 $47.66 $549,163.13
Disclosure

SEC source: 0001483757-26-000005 · wk-form4_1770239264.xml · nonDerivative · entry 2

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,669,188

F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $47.38 to $48.20, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F2 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
February 03, 2026 Filed Feb 4, 2026 21:07 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 13,477 $46.93 $632,526.82
Disclosure

SEC source: 0001483757-26-000005 · wk-form4_1770239264.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,680,711

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $46.34 to $47.33, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F2 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 21:06 UTC
SINDELAR CORYChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 27,000 $0.00 Strike: $5.05 $0.00
Disclosure

SEC source: 0001226868-26-000002 · wk-form4_1770152760.xml · derivative · entry 2

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 148,000

Underlying: Common Stock · 27,000 shares

Expires 2027-10-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on October 1, 2021.

Read SEC document
February 02, 2026 Filed Feb 3, 2026 21:06 UTC
SINDELAR CORYChief Financial Officer
Exercise / conversionCommon Stock 27,000 $5.05 $136,350.00
Disclosure

SEC source: 0001226868-26-000002 · wk-form4_1770152760.xml · nonDerivative · entry 1

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,555

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 07, 2026 Filed Jan 8, 2026 21:11 UTC
Russo CarlDirector · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 10,000 $0.00 Strike: $12.63 $0.00
Disclosure

SEC source: 0001483757-26-000003 · wk-form4_1767906699.xml · derivative · entry 4

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 570,000

Underlying: Common Stock · 10,000 shares

Expires 2030-05-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on May 22, 2024.

Read SEC document
January 07, 2026 Filed Jan 8, 2026 21:11 UTC
Russo CarlDirector · 10% owner
Exercise / conversionCommon Stock 10,000 $12.63 $126,300.00
Disclosure

SEC source: 0001483757-26-000003 · wk-form4_1767906699.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,983,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:28 UTC
Russo CarlDirector · 10% owner
GrantEmployee Stock Options (right to buy) · Derivative 11,663 $0.00 Strike: $53.59 $0.00
Disclosure

SEC source: 0001483757-26-000001 · wk-form4_1767648484.xml · derivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,663

Underlying: Common Stock · 11,663 shares

Expires 2036-01-02

F1 · derivative.exercise_date: The automatically awarded option vests and becomes exercisable with respect to 25% of the shares of common stock underlying the option on each anniversary of the date of grant (January 2, 2026).

Read SEC document
November 24, 2025 Filed Nov 25, 2025 21:02 UTC
Russo CarlDirector · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 10,000 $0.00 Strike: $12.63 $0.00
Disclosure

SEC source: 0001483757-25-000013 · wk-form4_1764104543.xml · derivative · entry 4

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 580,000

Underlying: Common Stock · 10,000 shares

Expires 2030-05-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on May 22, 2024.

Read SEC document
November 24, 2025 Filed Nov 25, 2025 21:02 UTC
Russo CarlDirector · 10% owner
Exercise / conversionCommon Stock 10,000 $12.63 $126,300.00
Disclosure

SEC source: 0001483757-25-000013 · wk-form4_1764104543.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,973,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 17, 2025 Filed Nov 18, 2025 21:08 UTC
Russo CarlDirector · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 10,000 $0.00 Strike: $12.63 $0.00
Disclosure

SEC source: 0001483757-25-000011 · wk-form4_1763500105.xml · derivative · entry 4

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 590,000

Underlying: Common Stock · 10,000 shares

Expires 2030-05-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on May 22, 2024.

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November 17, 2025 Filed Nov 18, 2025 21:08 UTC
Russo CarlDirector · 10% owner
Exercise / conversionCommon Stock 10,000 $12.63 $126,300.00
Disclosure

SEC source: 0001483757-25-000011 · wk-form4_1763500105.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,963,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 16:04 UTC
Eleniak Shane Todd MarshallChief Product Officer
Exercise / conversionStock Option (right to buy) · Derivative 24,000 $0.00 Strike: $8.03 $0.00
Disclosure

SEC source: 0001886143-25-000006 · wk-form4_1762981474.xml · derivative · entry 3

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,000

Underlying: Common Stock · 24,000 shares

Expires 2029-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on February 14, 2023.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 16:04 UTC
Eleniak Shane Todd MarshallChief Product Officer
SaleCommon Stock 24,000 $64.14 $1,539,240.00
Disclosure

SEC source: 0001886143-25-000006 · wk-form4_1762981474.xml · nonDerivative · entry 2

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.00 to $64.295, inclusive. Full information on the number of shares sold at each sale price is available upon request.

Read SEC document
November 10, 2025 Filed Nov 12, 2025 16:04 UTC
Eleniak Shane Todd MarshallChief Product Officer
Exercise / conversionCommon Stock 24,000 $8.03 $192,720.00
Disclosure

SEC source: 0001886143-25-000006 · wk-form4_1762981474.xml · nonDerivative · entry 1

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 06, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
Exercise / conversionStock Option (right to buy) · Derivative 200,000 $0.00 Strike: $12.63 $0.00
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · derivative · entry 7

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 600,000

Underlying: Common Stock · 200,000 shares

Expires 2030-05-22

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on May 22, 2024.

Read SEC document
November 06, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
Exercise / conversionCommon Stock 200,000 $12.63 $2,526,000.00
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · nonDerivative · entry 6

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,953,070

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 06, 2025 Filed Nov 12, 2025 11:11 UTC
SINDELAR CORYChief Financial Officer
Exercise / conversionStock Option (right to buy) · Derivative 50,000 $0.00 Strike: $5.05 $0.00
Disclosure

SEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · derivative · entry 3

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,000

Underlying: Common Stock · 50,000 shares

Expires 2027-10-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on October 1, 2021.

Read SEC document
November 06, 2025 Filed Nov 12, 2025 11:11 UTC
SINDELAR CORYChief Financial Officer
SaleCommon Stock 50,000 $65.30 $3,264,935.00
Disclosure

SEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · nonDerivative · entry 2

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,555

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.99, inclusive. Full information on the number of shares sold at each sale price is available upon request.

Read SEC document
November 06, 2025 Filed Nov 12, 2025 11:11 UTC
SINDELAR CORYChief Financial Officer
Exercise / conversionCommon Stock 50,000 $5.05 $252,500.00
Disclosure

SEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · nonDerivative · entry 1

SINDELAR CORY · CIK 0001226868 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,555

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 16:02 UTC
Eleniak Shane Todd MarshallChief Product Officer
Exercise / conversionStock Option (right to buy) · Derivative 50,000 $0.00 Strike: $7.00 $0.00
Disclosure

SEC source: 0001886143-25-000004 · wk-form4_1762462932.xml · derivative · entry 3

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 50,000 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on August 1, 2022.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 16:02 UTC
Eleniak Shane Todd MarshallChief Product Officer
SaleCommon Stock 50,000 $65.34 $3,266,855.00
Disclosure

SEC source: 0001886143-25-000004 · wk-form4_1762462932.xml · nonDerivative · entry 2

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F1 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $65.025 to $65.685, inclusive. Full information on the number of shares sold at each sale price is available upon request.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 16:02 UTC
Eleniak Shane Todd MarshallChief Product Officer
Exercise / conversionCommon Stock 50,000 $7.00 $350,000.00
Disclosure

SEC source: 0001886143-25-000004 · wk-form4_1762462932.xml · nonDerivative · entry 1

Eleniak Shane Todd Marshall · CIK 0001886143 · Chief Product Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 120 $66.47 $7,976.40
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · nonDerivative · entry 4

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,694,188

F2 · shares: Sales reported on the Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on April 25, 2025.

F1 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 12,845 $66.00 $847,805.97
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · nonDerivative · entry 3

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,694,308

F2 · shares: Sales reported on the Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on April 25, 2025.

F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $65.45 to $66.325, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F1 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 12,035 $65.11 $783,584.41
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · nonDerivative · entry 2

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,707,153

F2 · shares: Sales reported on the Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on April 25, 2025.

F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $64.44 to $65.40, inclusive. Full information on the number of shares sold at each sale price is available upon request.

F1 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document
November 04, 2025 Filed Nov 6, 2025 18:57 UTC
Russo CarlDirector · 10% owner
SaleCommon Stock 395,000 $64.00 $25,280,000.00
Disclosure

SEC source: 0001483757-25-000009 · wk-form4_1762455426.xml · nonDerivative · entry 1

Russo Carl · CIK 0001483757 · Director · 10% owner

10b5-1 filing: Plan reported

Ownership: Indirect · See Footnote

Disclosed balance after: 1,719,188

F1 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.