Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | December 02, 2022 | December 05, 2022 |
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 December 02, 2022 · Filed December 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 196,779 |
Reported balance
After 2022-12-02 transaction · row 1
1 source rowRow 1 · 2022-12-02 · Exercise / conversion · Acquired 9,073 · Balance 196,779 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.96 · Expires 2031-05-13 | Direct | 0 |
Reported balance
After 2022-12-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-12-02 · Exercise / conversion · Disposed 9,073 · Balance 0 F1: 100% of the shares subject to the option were fully vested and exercisable on May 13, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the shares subject to the option were fully vested and exercisable on May 13, 2022.
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 |
|---|---|---|---|---|---|---|
| December 02, 2022 Filed Dec 5, 2022 21:13 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-22-000062 · wf-form4_167027476705195.xml · derivative · entry 2 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,073 shares Expires 2031-05-13 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 May 13, 2022. Read SEC document |
| December 02, 2022 Filed Dec 5, 2022 21:13 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 9,073 | $38.96 | $353,484.08 |
DisclosureSEC source: 0001406666-22-000062 · wf-form4_167027476705195.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,779 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 |
| May 12, 2022 Filed May 16, 2022 20:14 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,960 | $0.00 Strike: $33.46 | $0.00 |
DisclosureSEC source: 0001406666-22-000025 · wf-form4_165273204620205.xml · derivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,960 Underlying: Common Stock · 9,960 shares Expires 2032-05-12 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 12, 2022) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:19 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-21-000054 · wf-form4_162128272643382.xml · derivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,073 Underlying: Common Stock · 9,073 shares Expires 2031-05-13 F1 · derivative.exercise_date: The option vests and becomes exercisable with respect to 100% of the shares of common stock underlying the option on the earlier of (i) the one-year anniversary of the date of grant (May 13, 2021) or (ii) the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:06 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $21.67 | $0.00 |
DisclosureSEC source: 0001406666-20-000104 · wf-form4_160374276306488.xml · derivative · entry 2 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-07-19 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: 1/12th of the shares subject to the option will vest and become exercisable in twelve (12) successive and equal monthly installments after July 19, 2011 ("the Vesting Commencement Date"), such that 100% of the shares subject to the option will be fully vested and exercisable on the first anniversary of the Vesting Commencement Date. Read SEC document |
| October 23, 2020 Filed Oct 26, 2020 20:06 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $21.67 | $108,350.00 |
DisclosureSEC source: 0001406666-20-000104 · wf-form4_160374276306488.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,706 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 · balance_after: Amount of securities beneficially owned includes 12,477 unvested restricted stock units. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:07 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $10.85 | $0.00 |
DisclosureSEC source: 0001406666-20-000070 · wf-form4_159173325110733.xml · derivative · entry 2 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2020-07-20 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: 1/12th of the shares subject to the option will vest and become exercisable in twelve (12) successive and equal monthly installments after July 20, 2010 ("the Vesting Commencement Date"), such that 100% of the shares subject to the option will be fully vested and exercisable on the first anniversary of the Vesting Commencement Date. Read SEC document |
| June 08, 2020 Filed Jun 9, 2020 20:07 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $10.85 | $54,250.00 |
DisclosureSEC source: 0001406666-20-000070 · wf-form4_159173325110733.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,706 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 · balance_after: Amount of securities beneficially owned includes 12,477 unvested restricted stock units. Read SEC document |
| May 13, 2020 Filed May 13, 2020 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-20-000035 · wf-form4_158940557090669.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,706 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 12,477 unvested RSUs. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:23 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 21,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-19-000078 · wf-form4_155864298571425.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,229 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 21,148 unvested RSUs. Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:02 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 18,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-18-000051 · wf-form4_152667370795285.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,081 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 18,320 unvested RSUs. Read SEC document |
| May 17, 2017 Filed May 19, 2017 23:00 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 17,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000051 · wf-form4_149523481860582.xml · nonDerivative · entry 1 EVERETT MICHAEL T · CIK 0001235467 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,761 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.