Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | August 04, 2023 | August 04, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CALIX, INC
Report date August 04, 2023 · Filed August 04, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 497,533 |
Reported balance
After 2023-08-04 transaction · row 1
1 source rowRow 1 · 2023-08-04 · Sale · Disposed 100,000 · Balance 497,533 F1: Shares sold between $42.72 and $43.54 per share at a weighted average price of $43.15. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 310,000 |
Reported balance
Holding disclosure · report date 2023-08-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 310,000 F2: Shares held by No Mas Ninos, L.P. Mr. Listwin is a general partner of No Mas Ninos, L.P. and may be deemed to have shared voting and investment power over the shares held by the partnership. Mr. Listwin disclaims beneficial ownership of such shares to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold between $42.72 and $43.54 per share at a weighted average price of $43.15. The reporting person will provide full information regarding the number of shares sold at each sale price upon request.
F2: Shares held by No Mas Ninos, L.P. Mr. Listwin is a general partner of No Mas Ninos, L.P. and may be deemed to have shared voting and investment power over the shares held by the partnership. Mr. Listwin disclaims beneficial ownership of such shares to the extent of his pecuniary interest therein.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 22, 2017 Filed Aug 25, 2017 00:05 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 25,000 | $4.76 | $119,000.00 |
DisclosureSEC source: 0001406666-17-000093 · wf-form4_150361953432721.xml · nonDerivative · entry 1 LISTWIN DONALD J · CIK 0001211436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 592,910 F1 · price: Shares purchased between $4.73 and $4.79 per share at a weighted average price of $4.76. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. F2 · balance_after: Amount of securities beneficially owned includes 17,910 unvested restricted stock units. Read SEC document |
| May 17, 2017 Filed May 19, 2017 23:06 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 17,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000054 · wf-form4_149523519047081.xml · nonDerivative · entry 1 LISTWIN DONALD J · CIK 0001211436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 567,910 F1 · shares: Represents an automatic annual grant of restricted stock units ("RSUs") 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 17,910 unvested RSUs. Read SEC document |
| May 15, 2017 Filed May 17, 2017 00:42 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 13,854 | $6.78 | $93,930.12 |
DisclosureSEC source: 0001406666-17-000041 · wf-form4_149498171288201.xml · nonDerivative · entry 1 LISTWIN DONALD J · CIK 0001211436 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550,000 F1 · price: Shares purchased between $6.68 and $6.87 per share at a weighted average price of $6.78. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. F2 · balance_after: Amount of securities beneficially owned includes 17,964 unvested restricted stock units. 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.