Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | November 02, 2022 | November 03, 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 November 02, 2022 · Filed November 03, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,000 |
Reported balance
After 2022-11-02 transaction · row 1
1 source rowRow 1 · 2022-11-02 · Sale · Disposed 2,000 · Balance 64,000 |
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 |
|---|---|---|---|---|---|---|
| November 02, 2022 Filed Nov 3, 2022 20:24 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 2,000 | $72.33 | $144,660.00 |
DisclosureSEC source: 0001406666-22-000056 · wf-form4_166750708022386.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,000 Read SEC document |
| July 28, 2022 Filed Aug 4, 2022 01:20 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 6,000 | $55.70 | $334,216.80 |
DisclosureSEC source: 0001406666-22-000036 · wf-form4_165957603802594.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,000 F1 · price: Shares sold between $55.67 and $55.87 per share at a weighted average price of $55.70. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| May 12, 2022 Filed May 16, 2022 20:17 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | Not disclosed | $0.00 Strike: $33.46 | $9,960.00 |
DisclosureSEC source: 0001406666-22-000026 · wf-form4_165273218172493.xml · derivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: Not disclosed Underlying: Common Stock · Not disclosed 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 |
| August 05, 2021 Filed Aug 9, 2021 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 885 | $45.07 | $39,882.61 |
DisclosureSEC source: 0001406666-21-000092 · wf-form4_162853975266850.xml · nonDerivative · entry 2 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,000 Read SEC document |
| August 05, 2021 Filed Aug 9, 2021 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 2,500 | $44.73 | $111,836.50 |
DisclosureSEC source: 0001406666-21-000092 · wf-form4_162853975266850.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,885 F1 · price: Shares sold between $44.64 and $44.86 per share at a weighted average price of $44.7346. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:07 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Options (right to buy) · Derivative | 2,500 | $0.00 Strike: $21.67 | $0.00 |
DisclosureSEC source: 0001406666-21-000071 · wf-form4_162672520707603.xml · derivative · entry 2 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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. F1 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on July 19, 2012. Read SEC document |
| July 16, 2021 Filed Jul 19, 2021 20:07 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 2,500 | $21.67 | $54,175.00 |
DisclosureSEC source: 0001406666-21-000071 · wf-form4_162672520707603.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,385 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 13, 2021 Filed May 17, 2021 20:20 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-21-000057 · wf-form4_162128282349151.xml · derivative · entry 1 Matthews Michael · CIK 0001507710 · 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 28, 2020 Filed Oct 29, 2020 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $15.20 | $0.00 |
DisclosureSEC source: 0001406666-20-000106 · wf-form4_160400225856253.xml · derivative · entry 3 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2020-12-07 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 December 10, 2013. Read SEC document |
| October 28, 2020 Filed Oct 29, 2020 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $24.09 | $240,923.00 |
DisclosureSEC source: 0001406666-20-000106 · wf-form4_160400225856253.xml · nonDerivative · entry 2 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,885 F2 · price: Shares sold between $24.01 and $24.16 per share at a weighted average price of $24.09232. The reporting person will provide full information regarding the number of shares sold at each purchase price upon request. F1 · balance_after: Amount of securities beneficially owned includes 12,477 unvested restricted stock units. Read SEC document |
| October 28, 2020 Filed Oct 29, 2020 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $15.20 | $152,000.00 |
DisclosureSEC source: 0001406666-20-000106 · wf-form4_160400225856253.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,885 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 21:38 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-20-000040 · wf-form4_158940589315680.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,885 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 |
| November 04, 2019 Filed Nov 5, 2019 21:06 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 6,800 | $7.54 | $51,272.00 |
DisclosureSEC source: 0001406666-19-000120 · wf-form4_157298796473639.xml · nonDerivative · entry 2 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,408 F2 · balance_after: Amount of securities beneficially owned includes 21,148 unvested restricted stock units. Read SEC document |
| November 01, 2019 Filed Nov 5, 2019 21:06 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 3,200 | $7.61 | $24,354.88 |
DisclosureSEC source: 0001406666-19-000120 · wf-form4_157298796473639.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,208 F1 · price: Shares sold between $7.60 and $7.62 per share at a weighted average price of $7.6109. The reporting person will provide full information regarding the number of shares sold at each purchase price upon request. F2 · balance_after: Amount of securities beneficially owned includes 21,148 unvested restricted stock units. Read SEC document |
| October 29, 2019 Filed Oct 31, 2019 20:40 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $7.75 | $77,534.00 |
DisclosureSEC source: 0001406666-19-000118 · wf-form4_157255439700672.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,408 F1 · price: Shares sold between $7.74 and $7.79 per share at a weighted average price of $7.7534. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. F2 · balance_after: Amount of securities beneficially owned includes 21,148 unvested restricted stock units. Read SEC document |
| August 26, 2019 Filed Aug 28, 2019 20:25 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 20,000 | $5.86 | $117,278.00 |
DisclosureSEC source: 0001406666-19-000104 · wf-form4_156702389897392.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,408 F1 · balance_after: Amount of securities beneficially owned includes 21,148 unvested restricted stock units. Read SEC document |
| May 22, 2019 Filed May 23, 2019 20:20 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 21,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-19-000072 · wf-form4_155864281415741.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,408 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 07, 2019 Filed May 13, 2019 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 13,000 | $7.09 | $92,189.50 |
DisclosureSEC source: 0001406666-19-000044 · wf-form4_155778173345540.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,260 Read SEC document |
| November 27, 2018 Filed Nov 29, 2018 21:16 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 7,000 | $9.76 | $68,320.00 |
DisclosureSEC source: 0001406666-18-000100 · wf-form4_154352618630120.xml · nonDerivative · entry 2 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,260 Read SEC document |
| May 16, 2018 Filed May 18, 2018 20:19 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 18,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-18-000057 · wf-form4_152667470809348.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,260 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 14, 2018 Filed Nov 29, 2018 21:16 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 15,000 | $6.29 | $94,308.00 |
DisclosureSEC source: 0001406666-18-000100 · wf-form4_154352618630120.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,260 Read SEC document |
| May 17, 2017 Filed May 19, 2017 23:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 17,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000055 · wf-form4_149523539931901.xml · nonDerivative · entry 1 Matthews Michael · CIK 0001507710 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,940 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.