Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | COO | February 12, 2026 | February 17, 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 12, 2026 · Filed February 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,367 |
Reported balance
After 2026-02-14 transaction · row 1
1 source rowRow 1 · 2026-02-14 · Grant · Acquired 439 · Balance 2,367 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 | 195,000 |
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 195,000 · Balance 195,000 F3: On January 31, 2025, the reporting person was granted a performance-based option to purchase 195,000 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 195,000 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.
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 21:05 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 439 | $45.32 | $19,896.36 |
DisclosureSEC source: 0002098235-26-000002 · wk-form4_1771362311.xml · nonDerivative · entry 1 Durocher John · CIK 0002098235 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,367 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 21:05 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 195,000 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0002098235-26-000002 · wk-form4_1771362311.xml · derivative · entry 2 Durocher John · CIK 0002098235 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,000 Underlying: Common Stock · 195,000 shares Expires 2035-01-31 F3 · derivative.exercise_date: On January 31, 2025, the reporting person was granted a performance-based option to purchase 195,000 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.