Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director · 10% owner | September 28, 2026 | September 29, 2026 |
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 September 28, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.19 · Expires 2036-09-28 | Direct | 17,603 |
Reported balance
After 2026-09-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-28 · Grant · Acquired 17,603 · Balance 17,603 F1: 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). |
Filing footnotes · ownership attribution and instrument terms
F1: 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).
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 |
|---|---|---|---|---|---|---|
| September 28, 2026 Filed Sep 29, 2026 20:15 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 17,603 | $0.00 Strike: $33.19 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 75,000 | $36.20 | $2,714,805.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 15,999 | $0.00 Strike: $36.05 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC 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 |
| April 27, 2026 Filed Apr 28, 2026 20:02 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 4,091 | $43.75 | $178,982.07 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 20,909 | $43.17 | $902,618.53 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | GiftCommon Stock | 40,000 | $0.00 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 11,753 | $0.00 Strike: $49.40 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $12.63 | $126,300.00 |
DisclosureSEC 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 03, 2026 Filed Feb 4, 2026 21:07 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 11,523 | $47.66 | $549,163.13 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 13,477 | $46.93 | $632,526.82 |
DisclosureSEC 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 |
| January 07, 2026 Filed Jan 8, 2026 21:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $12.63 | $126,300.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | GrantEmployee Stock Options (right to buy) · Derivative | 11,663 | $0.00 Strike: $53.59 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $12.63 | $126,300.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC 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. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:08 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $12.63 | $126,300.00 |
DisclosureSEC 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 06, 2025 Filed Nov 6, 2025 18:57 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 200,000 | $12.63 | $2,526,000.00 |
DisclosureSEC 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 04, 2025 Filed Nov 6, 2025 18:57 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 120 | $66.47 | $7,976.40 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 12,845 | $66.00 | $847,805.97 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 12,035 | $65.11 | $783,584.41 |
DisclosureSEC 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 | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 395,000 | $64.00 | $25,280,000.00 |
DisclosureSEC 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 |
| September 29, 2025 Filed Oct 1, 2025 20:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 10,329 | $0.00 Strike: $61.38 | $0.00 |
DisclosureSEC source: 0001483757-25-000007 · wk-form4_1759349453.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,329 Underlying: Common Stock · 10,329 shares Expires 2035-09-29 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 (September 29, 2025). Read SEC document |
| July 28, 2025 Filed Jul 29, 2025 20:08 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 25,000 | $55.40 | $1,384,925.00 |
DisclosureSEC source: 0001483757-25-000005 · wk-form4_1753819701.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,114,188 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 $55.02 to $55.63, 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 30, 2025 Filed Jul 16, 2025 20:54 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 11,561 | $0.00 Strike: $53.19 | $0.00 |
DisclosureSEC source: 0001483757-25-000004 · wk-form4_1752699245.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,561 Underlying: Common Stock · 11,561 shares Expires 2035-06-30 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 (June 30, 2025). Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:06 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 28,606 | $0.00 Strike: $42.65 | $0.00 |
DisclosureSEC source: 0001406666-25-000020 · wk-form4_1747080364.xml · derivative · entry 4 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,606 Underlying: Common Stock · 28,606 shares Expires 2035-05-08 F4 · derivative.exercise_date: The 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 (May 8, 2025). Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:06 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-25-000020 · wk-form4_1747080364.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,753,070 F1 · shares: Represents an award of restricted stock pursuant to the Issuer non-employee director equity compensation policy, which will vest on 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 |
| April 28, 2025 Filed Apr 29, 2025 22:00 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 25,000 | $39.59 | $989,690.00 |
DisclosureSEC source: 0001406666-25-000017 · wk-form4_1745964009.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,139,188 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 $39.30 to $39.89, 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 27, 2025 Filed Feb 28, 2025 22:03 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 25,000 | $38.15 | $953,750.00 |
DisclosureSEC source: 0001406666-25-000009 · wk-form4_1740780189.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,164,188 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 $37.62 to $38.57, 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 |
| November 04, 2024 Filed Nov 6, 2024 21:18 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 25,000 | $35.42 | $885,500.00 |
DisclosureSEC source: 0001406666-24-000040 · wk-form4_1730927923.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Indirect · See Footnote Disclosed balance after: 2,189,188 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 $35.13 to $35.665, inclusive. Full information on the number of shares sold at each sale price is available upon request. F2 · balance_after: In the Form 4 filed for the reporting person on August 5, 2024, 25,000 shares sold by The Crescentico Trust, Carl Russo, Trustee were mistakenly deducted from the direct holdings of the reporting person rather than from The Crescentico Trust, Carl Russo, Trustee. The shares held by the reporting person and The Crescentico Trust, Carl Russo, Trustee have been corrected in this Form 4. F3 · ownership.nature: Shares held by The Crescentico Trust, Carl Russo, Trustee. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 21:08 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 1,280 | $38.14 | $48,816.64 |
DisclosureSEC source: 0001406666-24-000031 · wk-form4_1722892131.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,723,381 F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $38.1225 to $38.18, inclusive. Full information on the number of shares sold at each sale price is available upon request. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 21:08 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 23,720 | $37.53 | $890,240.06 |
DisclosureSEC source: 0001406666-24-000031 · wk-form4_1722892131.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 3,724,661 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 $37.13 to $38.10, inclusive. Full information on the number of shares sold at each sale price is available upon request. Read SEC document |
| May 09, 2024 Filed May 13, 2024 22:04 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 12,262 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001406666-24-000025 · wk-form4_1715637849.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,262 Underlying: Common Stock · 12,262 shares Expires 2034-05-09 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 9, 2024) 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 |
| January 25, 2024 Filed Jan 29, 2024 21:53 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 120,000 | $0.00 Strike: $8.18 | $0.00 |
DisclosureSEC source: 0001406666-24-000002 · wk-form4_1706565214.xml · derivative · entry 5 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 120,000 shares Expires 2024-01-28 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. F4 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on January 28, 2018. Read SEC document |
| January 25, 2024 Filed Jan 29, 2024 21:53 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 120,000 | $8.18 | $981,600.00 |
DisclosureSEC source: 0001406666-24-000002 · wk-form4_1706565214.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,748,381 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 11, 2023 Filed May 12, 2023 20:27 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 7,160 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-017917 · wf-form4_168392322510790.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,160 Underlying: Common Stock · 7,160 shares Expires 2033-05-11 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 11, 2023) 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 11, 2023 Filed May 19, 2023 21:22 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 8,183 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-019128 · wf-form4a_168453131584588.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,183 Underlying: Common Stock · 8,183 shares Expires 2033-05-11 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 11, 2023) 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 |
| February 09, 2023 Filed Feb 10, 2023 23:54 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $55.96 | $0.00 |
DisclosureSEC source: 0001406666-23-000013 · wf-form4_167607323927894.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-02-10 F1 · derivative.exercise_date: On February 10, 2022, the reporting person was awarded a performance-based nonqualified stock option grant covering 100,000 shares of common stock. On February 9, 2023, the Compensation Committee of Calix, Inc. determined that the performance criteria governing 100% of the grant had been achieved, resulting in a nonqualified stock option award of 100,000 shares of common stock for the reporting person. The nonqualified stock option award shall vest: (i) as to 25% of the shares of common stock subject to the stock option award, on February 10, 2023; and (ii) as to the remaining 75% of the shares of common stock subject to the stock option award, quarterly in equal installments over 36 months from February 10, 2023. Read SEC document |
| January 30, 2023 Filed Jan 30, 2023 23:56 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 200,000 | $0.00 Strike: $8.41 | $0.00 |
DisclosureSEC source: 0001406666-23-000009 · wf-form4_167512296148588.xml · derivative · entry 5 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 200,000 shares Expires 2023-02-21 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. F4 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on February 21, 2017. Read SEC document |
| January 30, 2023 Filed Jan 30, 2023 23:56 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 200,000 | $8.41 | $1,682,000.00 |
DisclosureSEC source: 0001406666-23-000009 · wf-form4_167512296148588.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,628,381 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 |
| April 19, 2021 Filed Apr 20, 2021 20:31 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 300,000 | $0.00 Strike: $41.94 | $0.00 |
DisclosureSEC source: 0001406666-21-000031 · wf-form4_161895065472594.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2031-04-19 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on April 19, 2022, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the reporting person's service through each applicable vesting date. Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 00:05 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Options (right to buy) · Derivative | 100,000 | $0.00 Strike: $19.75 | $0.00 |
DisclosureSEC source: 0001406666-21-000007 · wf-form4_161006430353454.xml · derivative · entry 5 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2021-02-24 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. F4 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on February 24, 2015. Read SEC document |
| January 07, 2021 Filed Jan 8, 2021 00:05 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 100,000 | $19.75 | $1,975,000.00 |
DisclosureSEC source: 0001406666-21-000007 · wf-form4_161006430353454.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,428,381 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 22, 2020 Filed May 26, 2020 20:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 800,000 | $0.00 Strike: $12.63 | $0.00 |
DisclosureSEC source: 0001406666-20-000058 · wf-form4_159052383629315.xml · derivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800,000 Underlying: Common Stock · 800,000 shares Expires 2030-05-22 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on May 22, 2021, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the reporting person's service through each applicable vesting date. Read SEC document |
| January 12, 2017 Filed Jan 14, 2017 01:03 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 16 | $6.95 | $111.20 |
DisclosureSEC source: 0001406666-17-000002 · wf-form4_148435581500662.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,328,381 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 09, 2016 Filed Nov 11, 2016 01:21 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,093 | $6.85 | $7,487.05 |
DisclosureSEC source: 0001406666-16-000152 · wf-form4_147882724985557.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,328,365 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 08, 2016 Filed Nov 11, 2016 01:21 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.89 | $10,335.00 |
DisclosureSEC source: 0001406666-16-000152 · wf-form4_147882724985557.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,327,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.85 and $6.90 per share at a weighted average price of $6.89. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. 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.