Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | SVP, Services | November 01, 2017 | November 04, 2017 |
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 01, 2017 · Filed November 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.45 · Expires 2027-11-01 | Direct | 50,000 |
Reported balance
After 2017-11-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-11-01 · Grant · Acquired 50,000 · Balance 50,000 F1: 25% of the stock options will vest on December 19, 2017. Thereafter, the remaining stock options will vest quarterly in substantially equal installments over the next 36 months, subject to Reporting Person's continued service through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 25% of the stock options will vest on December 19, 2017. Thereafter, the remaining stock options will vest quarterly in substantially equal installments over the next 36 months, subject to Reporting Person's continued service through each vesting date.
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 01, 2017 Filed Nov 4, 2017 00:09 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $5.45 | $0.00 |
DisclosureSEC source: 0001406666-17-000113 · wf-form4_150975416144994.xml · derivative · entry 1 Billings Gregory A. · CIK 0001697830 · SVP, Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 50,000 shares Expires 2027-11-01 F1 · derivative.exercise_date: 25% of the stock options will vest on December 19, 2017. Thereafter, the remaining stock options will vest quarterly in substantially equal installments over the next 36 months, subject to Reporting Person's continued service through each vesting date. 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.