Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Chief Financial Officer | February 12, 2026 | February 17, 2026 |
| Violin Memory IncVMEM · Entity 182142 | Chief Financial Officer | September 20, 2016 | September 22, 2016 |
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 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,994 |
Reported balance
After 2026-02-14 transaction · row 1
1 source rowRow 1 · 2026-02-14 · Grant · Acquired 439 · Balance 103,994 F1: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c). F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $39.68 · Expires 2035-01-31 | Direct | 170,000 |
Reported balance
After 2026-02-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-12 · Grant · Acquired 170,000 · Balance 170,000 F3: On January 31, 2025, the reporting person was granted a performance-based option to purchase 170,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c).
F2: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period.
F3: On January 31, 2025, the reporting person was granted a performance-based option to purchase 170,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates.
Violin Memory Inc
Report date September 20, 2016 · Filed September 22, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,505 |
Ending reported balance
After 2016-09-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-20 · Exercise / conversion · Acquired 721 · Balance 58,024 F1: Effective July 5, 2016, Violin Memory, Inc. effected a 1-for-4 reverse stock split. All amounts reflected in this Form 4 are post-split. F2: This grant previously was reported as a grant, on September 3, 2013, of 75,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 1,172 of the 18,750 restricted stock units granted on September 3, 2013, of which 451 were withheld for taxes. Row 2 · 2016-09-20 · Exercise / conversion · Acquired 481 · Balance 58,505 F3: This grant previously was reported as a grant, on March 9, 2015, of 50,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 782 of the 12,500 restricted stock units granted on March 9, 2015, of which 481 were withheld for taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 4,688 |
Reported balance
After 2016-09-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2016-09-20 · Exercise / conversion · Disposed 1,172 · Balance 4,688 F4: Each restricted stock unit represents the right to receive one share of the common stock of Violin Memory, Inc. F2: This grant previously was reported as a grant, on September 3, 2013, of 75,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 1,172 of the 18,750 restricted stock units granted on September 3, 2013, of which 451 were withheld for taxes. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 7,812 |
Reported balance
After 2016-09-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-09-20 · Exercise / conversion · Disposed 782 · Balance 7,812 F4: Each restricted stock unit represents the right to receive one share of the common stock of Violin Memory, Inc. F3: This grant previously was reported as a grant, on March 9, 2015, of 50,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 782 of the 12,500 restricted stock units granted on March 9, 2015, of which 481 were withheld for taxes. |
| Common StockSEC Table I · non-derivative | IndirectBy Toni and Cory Sindelar as Community Property | 5,084 |
Reported balance
Holding disclosure · report date 2016-09-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,084 |
Filing footnotes · ownership attribution and instrument terms
F1: Effective July 5, 2016, Violin Memory, Inc. effected a 1-for-4 reverse stock split. All amounts reflected in this Form 4 are post-split.
F2: This grant previously was reported as a grant, on September 3, 2013, of 75,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 1,172 of the 18,750 restricted stock units granted on September 3, 2013, of which 451 were withheld for taxes.
F3: This grant previously was reported as a grant, on March 9, 2015, of 50,000 restricted stock units. Reflecting the 1-for-4 reverse stock split effective July 5, 2016, the reporting person has vested 782 of the 12,500 restricted stock units granted on March 9, 2015, of which 481 were withheld for taxes.
F4: Each restricted stock unit represents the right to receive one share of the common stock of Violin Memory, Inc.
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 |
|---|---|---|---|---|---|---|
| February 14, 2026 Filed Feb 17, 2026 21:04 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 439 | $45.32 | $19,896.36 |
DisclosureSEC source: 0001226868-26-000004 · wk-form4_1771362270.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,994 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2025 through February 14, 2026. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 13, 2026, the last trading day of the purchase period. Read SEC document |
| February 12, 2026 Filed Feb 17, 2026 21:04 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 170,000 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0001226868-26-000004 · wk-form4_1771362270.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 shares Expires 2035-01-31 F3 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 170,000 shares of common stock. On February 12, 2026, the Compensation Committee determined that the performance criteria governing 100% of the grant had been achieved. The option vests: (i) as to 25% of the shares of common stock subject to the stock option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:06 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 27,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-26-000002 · wk-form4_1770152760.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,000 Underlying: Common Stock · 27,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 21:06 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 27,000 | $5.05 | $136,350.00 |
DisclosureSEC source: 0001226868-26-000002 · wk-form4_1770152760.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,555 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 12, 2025 11:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 50,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 50,000 shares Expires 2027-10-01 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. F2 · derivative.exercise_date: 100% of the shares subject to the option were fully vested and exercisable on October 1, 2021. Read SEC document |
| November 06, 2025 Filed Nov 12, 2025 11:11 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 50,000 | $65.30 | $3,264,935.00 |
DisclosureSEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,555 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 $65.00 to $65.99, inclusive. Full information on the number of shares sold at each sale price is available upon request. Read SEC document |
| November 06, 2025 Filed Nov 12, 2025 11:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 50,000 | $5.05 | $252,500.00 |
DisclosureSEC source: 0001226868-25-000012 · wk-form4_1762945917.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,555 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 |
| October 31, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · derivative · entry 6 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 225,000 Underlying: Common Stock · 10,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $70.00 | $700,000.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · nonDerivative · entry 4 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,555 Read SEC document |
| October 31, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $5.05 | $50,500.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · nonDerivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,555 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 |
| October 30, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · derivative · entry 5 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 235,000 Underlying: Common Stock · 10,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| October 30, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $65.00 | $650,000.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,555 Read SEC document |
| October 30, 2025 Filed Nov 3, 2025 21:33 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $5.05 | $50,500.00 |
DisclosureSEC source: 0001226868-25-000010 · wk-form4_1762205610.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,555 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 |
| August 28, 2025 Filed Aug 29, 2025 20:57 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-25-000007 · wk-form4_1756501026.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 245,000 Underlying: Common Stock · 10,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 20:57 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $60.00 | $600,000.00 |
DisclosureSEC source: 0001226868-25-000007 · wk-form4_1756501026.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,555 Read SEC document |
| August 28, 2025 Filed Aug 29, 2025 20:57 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $5.05 | $50,500.00 |
DisclosureSEC source: 0001226868-25-000007 · wk-form4_1756501026.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,555 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 |
| August 14, 2025 Filed Aug 15, 2025 20:20 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 270 | $33.69 | $9,095.09 |
DisclosureSEC source: 0001226868-25-000005 · wk-form4_1755289209.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,555 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of February 15, 2025 through August 14, 2025. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 18, 2025, the first trading day of the purchase period. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 22:43 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001226868-25-000004 · wk-form4_1753396991.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 255,000 Underlying: Common Stock · 10,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 22:43 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $56.00 | $560,000.00 |
DisclosureSEC source: 0001226868-25-000004 · wk-form4_1753396991.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,285 Read SEC document |
| July 23, 2025 Filed Jul 24, 2025 22:43 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $5.05 | $50,500.00 |
DisclosureSEC source: 0001226868-25-000004 · wk-form4_1753396991.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,285 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 |
| June 30, 2025 Filed Jul 1, 2025 20:45 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001406666-25-000031 · wk-form4_1751402744.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 265,000 Underlying: Common Stock · 10,000 shares Expires 2027-10-01 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 October 1, 2021. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:45 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $52.00 | $520,000.00 |
DisclosureSEC source: 0001406666-25-000031 · wk-form4_1751402744.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,285 Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:45 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,000 | $5.05 | $50,500.00 |
DisclosureSEC source: 0001406666-25-000031 · wk-form4_1751402744.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,285 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 14, 2025 Filed Feb 18, 2025 21:41 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 387 | $31.37 | $12,138.26 |
DisclosureSEC source: 0001406666-25-000006 · wk-form4_1739914862.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,285 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2024 through February 14, 2025. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on August 15, 2024, the first trading day of the purchase period. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 170,000 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0001406666-25-000004 · wk-form4_1738703718.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,000 Underlying: Common Stock · 170,000 shares Expires 2035-01-31 F3 · derivative.exercise_date: The option vests: (i) as to 25% of the shares of common stock subject to the option, on January 31, 2026; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from January 31, 2026, subject to continued employment with Calix through the applicable vesting dates. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 68,850 | $0.00 Strike: $34.26 | $0.00 |
DisclosureSEC source: 0001406666-25-000004 · wk-form4_1738703718.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,850 Underlying: Common Stock · 68,850 shares Expires 2034-02-08 F2 · derivative.exercise_date: On February 8, 2024, the reporting person was granted a performance-based option to purchase 75,000 shares of common stock. On January 31, 2025, the Committee determined that the performance criteria governing 91.8% of the grant had been achieved, resulting in 68,850 shares of common stock remaining subject to the option. The option vests: (i) as to 25% of the shares of common stock subject to the option, on February 8, 2025; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from February 8, 2025, subject to continued employment with Calix through the applicable vesting dates. Read SEC document |
| January 31, 2025 Filed Feb 4, 2025 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 107,775 | $0.00 Strike: $34.26 | $0.00 |
DisclosureSEC source: 0001406666-25-000004 · wk-form4_1738703718.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,775 Underlying: Common Stock · 107,775 shares Expires 2034-02-08 F1 · derivative.exercise_date: On February 8, 2024, the reporting person was granted a performance-based stock option to purchase 225,000 shares of common stock. On January 31, 2025, the Talent and Compensation Committee (the Committee) of the Board of Directors of Calix, Inc. (Calix) determined that the performance criteria governing 47.9% of the grant had been achieved, resulting in 107,775 shares of common stock remaining subject to the option. The option vests: (i) as to 25% of the shares of common stock subject to the option, on February 8, 2025; and (ii) as to the remaining 75% of the shares of common stock subject to the option, quarterly in equal installments over 36 months from February 8, 2025, subject to continued employment with Calix through the applicable vesting dates. Read SEC document |
| February 14, 2024 Filed Feb 15, 2024 20:33 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 611 | $29.48 | $18,011.06 |
DisclosureSEC source: 0001406666-24-000009 · wk-form4_1708029220.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 75,898 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2023 through February 14, 2024. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 14, 2024, the last trading day of the purchase period. Read SEC document |
| February 08, 2024 Filed Feb 12, 2024 23:09 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 54,500 | $0.00 Strike: $51.55 | $0.00 |
DisclosureSEC source: 0001406666-24-000005 · wk-form4_1707779385.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,500 Underlying: Common Stock · 54,500 shares Expires 2033-02-09 F1 · derivative.exercise_date: On February 9, 2023, the reporting person was awarded a performance-based nonqualified stock option grant covering 100,000 shares of common stock. On February 8, 2024, the Compensation Committee of Calix, Inc. determined that the performance criteria governing 54.5% of the grant had been achieved, resulting in a nonqualified stock option award of 54,500 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 8, 2024; 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 8, 2024. Read SEC document |
| November 27, 2023 Filed Nov 28, 2023 22:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $37.80 | $0.00 |
DisclosureSEC source: 0001406666-23-000042 · wk-form4_1701209385.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock (right to buy) · 100,000 shares Expires 2033-11-27 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on November 27, 2024, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the reporting person's continued employment with Calix through the applicable vesting dates. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 22:07 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 439 | $45.25 | $19,864.75 |
DisclosureSEC source: 0001406666-23-000020 · wf-form4_167658523966917.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,287 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2022 through February 14, 2023. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on February 14, 2023, the last trading day of the purchase period. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 23:58 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 80,000 | $0.00 Strike: $55.96 | $0.00 |
DisclosureSEC source: 0001406666-23-000016 · wf-form4_167607349648720.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 80,000 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 80,000 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 80,000 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 25, 2023 Filed Jan 27, 2023 00:40 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001406666-23-000007 · wf-form4_167477998137880.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 2,000 shares Expires 2027-10-01 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 10/01/2021 Read SEC document |
| January 25, 2023 Filed Jan 27, 2023 00:40 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 2,000 | $5.05 | $10,100.00 |
DisclosureSEC source: 0001406666-23-000007 · wf-form4_167477998137880.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,848 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 27, 2022 Filed Nov 28, 2022 21:05 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $68.40 | $0.00 |
DisclosureSEC source: 0001406666-22-000061 · wf-form4_166966941510329.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2032-11-27 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on November 27, 2023, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the reporting person's continued employment with Calix through the applicable vesting dates. Read SEC document |
| October 31, 2022 Filed Oct 31, 2022 23:17 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 3,000 | $74.52 | $223,560.00 |
DisclosureSEC source: 0001406666-22-000053 · wf-form4_166725821861734.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,848 Read SEC document |
| October 31, 2022 Filed Nov 4, 2022 22:58 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001406666-22-000057 · wf-form4a_166760267260800.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,000 Underlying: Common Stock · 3,000 shares Expires 2027-10-01 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: Fully exercisable Read SEC document |
| October 31, 2022 Filed Nov 4, 2022 22:58 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 3,000 | $74.52 | $223,560.00 |
DisclosureSEC source: 0001406666-22-000057 · wf-form4a_166760267260800.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,848 Read SEC document |
| October 31, 2022 Filed Nov 4, 2022 22:58 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 3,000 | $5.05 | $15,150.00 |
DisclosureSEC source: 0001406666-22-000057 · wf-form4a_166760267260800.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,848 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 |
| August 14, 2022 Filed Aug 16, 2022 01:00 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 60 | $48.25 | $2,895.00 |
DisclosureSEC source: 0001406666-22-000040 · wf-form4_166061134517645.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,848 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of February 15, 2022 through August 14, 2022. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on August 12, 2022, the last trading day of the purchase period. Read SEC document |
| February 14, 2022 Filed Feb 15, 2022 21:37 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 478 | $38.30 | $18,307.40 |
DisclosureSEC source: 0001628280-22-002721 · wf-form4_164496105149636.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,788 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2021 through February 14, 2022. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on August 15, 2022, the first trading day of the purchase period. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:19 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 77,680 | $0.00 Strike: $36.74 | $0.00 |
DisclosureSEC source: 0001628280-22-002337 · wf-form4_164461436696182.xml · derivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,680 Underlying: Common Stock · 77,680 shares Expires 2031-02-11 F1 · derivative.exercise_date: On February 11, 2021, the reporting person was awarded a performance-based nonqualified stock option grant covering 80,000 shares of common stock. On February 10, 2022, the Compensation Committee of Calix, Inc. determined that the performance criteria governing 97.1% of the grant had been achieved, resulting in a nonqualified stock option award of 77,680 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 11, 2022; 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 11, 2022. Read SEC document |
| November 27, 2021 Filed Nov 29, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $68.04 | $0.00 |
DisclosureSEC source: 0001406666-21-000138 · wf-form4_163822015218764.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,000 Underlying: Common Stock · 100,000 shares Expires 2031-11-27 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on November 27, 2022, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to thereporting person's continued employment with Calix through the applicable vesting dates. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $5.05 | $0.00 |
DisclosureSEC source: 0001406666-21-000126 · wf-form4_163579749418761.xml · derivative · entry 3 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,000 Underlying: Common Stock · 20,000 shares Expires 2027-10-01 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. F2 · derivative.exercise_date: 100% of the shares subject to the option grant were fully vested and exercisable on October 1, 2021. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 20,000 | $60.05 | $1,200,926.00 |
DisclosureSEC source: 0001406666-21-000126 · wf-form4_163579749418761.xml · nonDerivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,310 F1 · price: Shares sold between $60.00 and $60.295 per share at a weighted average price of $60.0463. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| October 28, 2021 Filed Nov 1, 2021 20:11 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 20,000 | $5.05 | $101,000.00 |
DisclosureSEC source: 0001406666-21-000126 · wf-form4_163579749418761.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,310 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 14, 2021 Filed Feb 16, 2021 21:05 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 1,191 | $17.84 | $21,249.23 |
DisclosureSEC source: 0001406666-21-000019 · wf-form4_161350952004026.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,310 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of August 15, 2020 through February 14, 2021. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on August 15, 2020, the first trading day of the purchase period. Read SEC document |
| November 27, 2020 Filed Nov 30, 2020 21:06 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 150,000 | $0.00 Strike: $23.95 | $0.00 |
DisclosureSEC source: 0001406666-20-000115 · wf-form4_160677036537052.xml · derivative · entry 2 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 150,000 shares Expires 2030-11-27 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on November 27, 2021, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the reporting person's continued employment with Calix through the applicable vesting dates. Read SEC document |
| August 31, 2020 Filed Sep 1, 2020 20:07 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 5,000 | $19.75 | $98,750.00 |
DisclosureSEC source: 0001406666-20-000094 · wf-form4_159899086234613.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,119 Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 1,119 | $9.32 | $10,434.12 |
DisclosureSEC source: 0001406666-20-000086 · wf-form4_159778134455210.xml · nonDerivative · entry 1 SINDELAR CORY · CIK 0001226868 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,119 F1 · shares: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Calix, Inc. Amended and Restated Employee Stock Purchase Plan ("ESPP") for the ESPP purchase period of May 15, 2020 through August 14, 2020. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased based on 85% of the closing price of the issuer's common stock on May 15, 2020, the first day of the purchase period. 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.