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 |
|---|---|---|---|---|---|---|
| November 07, 2016 Filed Nov 8, 2016 23:50 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.77 | $10,155.00 |
DisclosureSEC source: 0001406666-16-000150 · wf-form4_147864902156183.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,325,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.75 and $6.80 per share at a weighted average price of $6.77. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| November 04, 2016 Filed Nov 8, 2016 23:50 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.60 | $9,900.00 |
DisclosureSEC source: 0001406666-16-000150 · wf-form4_147864902156183.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,324,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 03, 2016 Filed Nov 4, 2016 01:25 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.65 | $9,975.00 |
DisclosureSEC source: 0001406666-16-000141 · wf-form4_147822272779839.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,322,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 01:25 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.88 | $10,320.00 |
DisclosureSEC source: 0001406666-16-000141 · wf-form4_147822272779839.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,321,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.83 and $6.90 per share at a weighted average price of $6.88. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 01:56 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.38 | $9,570.00 |
DisclosureSEC source: 0001406666-16-000136 · wf-form4_147805177618705.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,319,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.33 and $6.40 per share at a weighted average price of $6.38. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 31, 2016 Filed Nov 2, 2016 01:56 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.41 | $9,615.00 |
DisclosureSEC source: 0001406666-16-000136 · wf-form4_147805177618705.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,318,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.35 and $6.45 per share at a weighted average price of $6.41. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 28, 2016 Filed Oct 29, 2016 00:38 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.46 | $9,690.00 |
DisclosureSEC source: 0001406666-16-000132 · wf-form4_147770147230112.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,316,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.35 and $6.50 per share at a weighted average price of $6.46. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 27, 2016 Filed Oct 29, 2016 00:38 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.39 | $9,585.00 |
DisclosureSEC source: 0001406666-16-000132 · wf-form4_147770147230112.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,315,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.33 and $6.45 per share at a weighted average price of $6.39. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 26, 2016 Filed Oct 28, 2016 00:05 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.64 | $9,960.00 |
DisclosureSEC source: 0001406666-16-000130 · wf-form4_147761313528216.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,313,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.60 and $6.73 per share at a weighted average price of $6.64. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 25, 2016 Filed Oct 28, 2016 00:05 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.69 | $10,035.00 |
DisclosureSEC source: 0001406666-16-000130 · wf-form4_147761313528216.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,312,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.65 and $6.78 per share at a weighted average price of $6.69. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 00:06 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.70 | $10,050.00 |
DisclosureSEC source: 0001406666-16-000128 · wf-form4_147744034867332.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,310,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 21, 2016 Filed Oct 26, 2016 00:06 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.65 | $9,975.00 |
DisclosureSEC source: 0001406666-16-000128 · wf-form4_147744034867332.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,309,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 20, 2016 Filed Oct 21, 2016 23:47 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.86 | $10,290.00 |
DisclosureSEC source: 0001406666-16-000126 · wf-form4_147709366187881.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,307,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.83 and $6.90 per share at a weighted average price of $6.86. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 19, 2016 Filed Oct 21, 2016 23:47 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.65 | $9,975.00 |
DisclosureSEC source: 0001406666-16-000126 · wf-form4_147709366187881.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,306,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.55 and $6.70 per share at a weighted average price of $6.65. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 18, 2016 Filed Oct 20, 2016 00:55 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.56 | $9,840.00 |
DisclosureSEC source: 0001406666-16-000124 · wf-form4_147692493330596.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,304,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.53 and $6.60 per share at a weighted average price of $6.56. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 17, 2016 Filed Oct 20, 2016 00:55 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.75 | $10,125.00 |
DisclosureSEC source: 0001406666-16-000124 · wf-form4_147692493330596.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,303,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| October 14, 2016 Filed Oct 15, 2016 01:23 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.93 | $10,395.00 |
DisclosureSEC source: 0001406666-16-000122 · wf-form4_147649457856977.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,301,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.88 and $6.96 per share at a weighted average price of $6.93. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 13, 2016 Filed Oct 15, 2016 01:23 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.92 | $10,380.00 |
DisclosureSEC source: 0001406666-16-000122 · wf-form4_147649457856977.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,300,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.90 and $6.98 per share at a weighted average price of $6.92. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 12, 2016 Filed Oct 13, 2016 23:32 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.95 | $10,425.00 |
DisclosureSEC source: 0001406666-16-000120 · wf-form4_147640154172318.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,298,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.94 and $6.98 per share at a weighted average price of $6.95. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| October 11, 2016 Filed Oct 13, 2016 23:32 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.99 | $10,485.00 |
DisclosureSEC source: 0001406666-16-000120 · wf-form4_147640154172318.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,297,272 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 26, 2016 Filed Sep 29, 2016 00:48 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,197 | $6.92 | $8,283.24 |
DisclosureSEC source: 0001406666-16-000116 · wf-form4_147511010178925.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,295,772 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.91 and $6.95 per share at a weighted average price of $6.92. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 00:15 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.86 | $10,290.00 |
DisclosureSEC source: 0001406666-16-000114 · wf-form4_147493532630202.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,294,575 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F3 · price: Shares purchased between $6.82 and $6.89 per share at a weighted average price of $6.86. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| September 22, 2016 Filed Sep 27, 2016 00:15 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.97 | $10,455.00 |
DisclosureSEC source: 0001406666-16-000114 · wf-form4_147493532630202.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,293,075 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.95 and $6.99 per share at a weighted average price of $6.97. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| September 21, 2016 Filed Sep 22, 2016 15:23 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.94 | $10,410.00 |
DisclosureSEC source: 0001406666-16-000111 · wf-form4_147455706656434.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,291,575 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 15:23 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.99 | $10,485.00 |
DisclosureSEC source: 0001406666-16-000111 · wf-form4_147455706656434.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,290,075 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.98 and $6.99 per share at a weighted average price of $6.99. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| September 19, 2016 Filed Sep 20, 2016 00:01 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.98 | $10,470.00 |
DisclosureSEC source: 0001406666-16-000110 · wf-form4_147432968297707.xml · nonDerivative · entry 2 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,288,575 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. F2 · price: Shares purchased between $6.96 and $6.99 per share at a weighted average price of $6.98. The reporting person will provide full information regarding the number of shares purchased at each purchase price upon request. Read SEC document |
| September 16, 2016 Filed Sep 20, 2016 00:01 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.99 | $10,485.00 |
DisclosureSEC source: 0001406666-16-000110 · wf-form4_147432968297707.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,287,075 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| September 13, 2016 Filed Sep 15, 2016 18:55 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 1,500 | $6.99 | $10,485.00 |
DisclosureSEC source: 0001406666-16-000108 · wf-form4_147396571183248.xml · nonDerivative · entry 1 Russo Carl · CIK 0001483757 · Director · President & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,285,575 F1 · kind: The transaction reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan. 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.