Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director | February 01, 2022 | May 18, 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 February 01, 2022 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,689 |
Reported balance
After 2022-02-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-02-01 · Gift · Disposed 126,028 · Balance 4,689 |
| Common StockSEC Table I · non-derivative | Direct | 9,656 |
Reported balance
After 2026-05-14 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-05-14 · Grant · Acquired 4,967 · Balance 9,656 F2: 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. F3: Amount of securities beneficially owned includes 4,967 unvested RSUs. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 126,028 |
Reported balance
After 2022-02-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-02-01 · Gift · Acquired 126,028 · Balance 126,028 F1: Represents securities held by an irrevocable trust of which the reporting person's spouse is the trustee. The reporting person disclaims beneficial ownership of such securities. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents securities held by an irrevocable trust of which the reporting person's spouse is the trustee. The reporting person disclaims beneficial ownership of such securities.
F2: 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.
F3: Amount of securities beneficially owned includes 4,967 unvested RSUs.
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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 22:01 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,967 | $0.00 | $0.00 |
DisclosureSEC source: 0001622622-26-000002 · wk-form4_1779141704.xml · nonDerivative · entry 3 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,656 F2 · 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. F3 · balance_after: Amount of securities beneficially owned includes 4,967 unvested RSUs. Read SEC document |
| May 08, 2025 Filed May 12, 2025 20:08 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 4,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-25-000022 · wk-form4_1747080479.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,717 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 |
| May 09, 2024 Filed May 13, 2024 21:50 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Options (right to buy) · Derivative | 12,262 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001406666-24-000019 · wk-form4_1715637005.xml · derivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 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 |
| May 11, 2023 Filed May 12, 2023 20:22 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 7,160 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-017908 · wf-form4_168392291357907.xml · derivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 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 21:29 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 8,183 | $0.00 Strike: $42.79 | $0.00 |
DisclosureSEC source: 0001628280-23-019137 · wf-form4a_168453176938238.xml · derivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 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 |
| May 12, 2022 Filed May 16, 2022 20:06 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,960 | $0.00 Strike: $33.46 | $0.00 |
DisclosureSEC source: 0001406666-22-000022 · wf-form4_165273154861690.xml · derivative · entry 1 Peters Kevin Robert · CIK 0001622622 · 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 |
| February 01, 2022 Filed May 18, 2026 22:01 UTC | CALIX, INC (CALX) · Entity 4385 | GiftCommon Stock | 126,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001622622-26-000002 · wk-form4_1779141704.xml · nonDerivative · entry 2 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By trust Disclosed balance after: 126,028 F1 · ownership.nature: Represents securities held by an irrevocable trust of which the reporting person's spouse is the trustee. The reporting person disclaims beneficial ownership of such securities. Read SEC document |
| February 01, 2022 Filed May 18, 2026 22:01 UTC | CALIX, INC (CALX) · Entity 4385 | GiftCommon Stock | 126,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001622622-26-000002 · wk-form4_1779141704.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,689 Read SEC document |
| May 13, 2021 Filed May 17, 2021 20:21 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 9,073 | $0.00 Strike: $38.96 | $0.00 |
DisclosureSEC source: 0001406666-21-000058 · wf-form4_162128284239913.xml · derivative · entry 1 Peters Kevin Robert · CIK 0001622622 · 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 |
| May 13, 2020 Filed May 13, 2020 21:40 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 12,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-20-000042 · wf-form4_158940598848621.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,028 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 20:22 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 21,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-19-000077 · wf-form4_155864295763959.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,551 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 20:24 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 18,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-18-000059 · wf-form4_152667499936415.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,403 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 23:11 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 17,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001406666-17-000056 · wf-form4_149523549338743.xml · nonDerivative · entry 1 Peters Kevin Robert · CIK 0001622622 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,083 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 25,511 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.