Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Director · President & CEO | 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 | 16,556 |
Reported balance
After 2026-02-14 transaction · row 1
1 source rowRow 1 · 2026-02-14 · Grant · Acquired 439 · Balance 16,556 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 | 217,500 |
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 217,500 · Balance 217,500 F3: On January 31, 2025, the reporting person was granted a performance-based option to purchase 217,500 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 217,500 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 |
|---|---|---|---|---|---|---|
| August 14, 2023 Filed Feb 12, 2024 18:12 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 341 | $34.98 | $11,927.33 |
DisclosureSEC source: 0001406666-24-000006 · wk-form4_1707779557.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · Director · President & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,685 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, 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 August 14, 2023, the last trading day of the purchase period. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 17:04 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 199 | $45.25 | $9,004.75 |
DisclosureSEC source: 0001406666-23-000019 · wf-form4_167658504251909.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,344 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 18:59 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 100,000 | $0.00 Strike: $55.96 | $0.00 |
DisclosureSEC source: 0001406666-23-000017 · wf-form4_167607356732292.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · President & CEO 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 |
| November 27, 2022 Filed Nov 28, 2022 16:02 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 120,000 | $0.00 Strike: $68.40 | $0.00 |
DisclosureSEC source: 0001406666-22-000060 · wf-form4_166966926740569.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 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 28, 2022 Filed Nov 1, 2022 20:02 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 300,000 | $0.00 Strike: $73.12 | $0.00 |
DisclosureSEC source: 0001406666-22-000055 · wf-form4_166734734177535.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2032-10-28 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on October 28, 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, Inc. through the applicable vesting dates. Read SEC document |
| August 14, 2022 Filed Aug 15, 2022 21:01 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 113 | $48.25 | $5,452.25 |
DisclosureSEC source: 0001406666-22-000041 · wf-form4_166061153853059.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,145 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 16:39 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 110 | $38.30 | $4,213.00 |
DisclosureSEC source: 0001628280-22-002723 · wf-form4_164496111778822.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,032 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 16:22 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 97,100 | $0.00 Strike: $36.74 | $0.00 |
DisclosureSEC source: 0001628280-22-002339 · wf-form4_164461452702632.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,100 Underlying: Common Stock · 97,100 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 100,000 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 97,100 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 16:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 120,000 | $0.00 Strike: $68.04 | $0.00 |
DisclosureSEC source: 0001406666-21-000140 · wf-form4_163822021314771.xml · derivative · entry 2 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 120,000 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 |
| August 14, 2021 Filed Aug 16, 2021 17:29 UTC | CALIX, INC (CALX) · Entity 4385 | PurchaseCommon Stock | 337 | $31.28 | $10,541.36 |
DisclosureSEC source: 0001406666-21-000102 · wf-form4_162914935559792.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,922 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, 2021 through August 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 February 15, 2021, the first trading day of the purchase period. Read SEC document |
| August 14, 2021 Filed Aug 17, 2021 17:51 UTC Amendment | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 337 | $31.28 | $10,541.36 |
DisclosureSEC source: 0001406666-21-000104 · wf-form4a_162923703159086.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,922 F1 · kind: Amended to correct an administrative error relating to the transaction code on the original Form 4 filed on August 16, 2021. F2 · 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, 2021 through August 14, 2021. This transaction is exempt under Rule 16b-3(c). F3 · 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 15, 2021, the first trading day of the purchase period. Read SEC document |
| July 07, 2021 Filed Jul 7, 2021 17:34 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 291,581 | $0.00 Strike: $6.38 | $0.00 |
DisclosureSEC source: 0001406666-21-000069 · wf-form4_162569364091582.xml · derivative · entry 3 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 291,581 shares Expires 2026-06-27 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 07, 2021 Filed Jul 7, 2021 17:34 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 291,581 | $49.00 | $14,287,469.00 |
DisclosureSEC source: 0001406666-21-000069 · wf-form4_162569364091582.xml · nonDerivative · entry 2 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,585 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| July 07, 2021 Filed Jul 7, 2021 17:34 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 291,581 | $6.38 | $1,860,286.78 |
DisclosureSEC source: 0001406666-21-000069 · wf-form4_162569364091582.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305,166 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:42 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 8,419 | $0.00 Strike: $6.38 | $0.00 |
DisclosureSEC source: 0001406666-21-000067 · wf-form4_162508573061108.xml · derivative · entry 3 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 371,581 Underlying: Common Stock · 8,419 shares Expires 2026-06-27 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:42 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 8,419 | $49.00 | $412,531.00 |
DisclosureSEC source: 0001406666-21-000067 · wf-form4_162508573061108.xml · nonDerivative · entry 2 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,585 F1 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| June 28, 2021 Filed Jun 30, 2021 16:42 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 8,419 | $6.38 | $53,713.22 |
DisclosureSEC source: 0001406666-21-000067 · wf-form4_162508573061108.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,004 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 · kind: The transactions reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan. Read SEC document |
| February 14, 2021 Filed Feb 16, 2021 16:08 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 1,099 | $17.84 | $19,607.81 |
DisclosureSEC source: 0001406666-21-000021 · wf-form4_161350966439938.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · President & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,585 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 16:07 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 300,000 | $0.00 Strike: $23.95 | $0.00 |
DisclosureSEC source: 0001406666-20-000117 · wf-form4_160677041779668.xml · derivative · entry 2 Weening Michael · CIK 0001678385 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 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 14, 2020 Filed Aug 18, 2020 16:10 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 112 | $9.32 | $1,044.34 |
DisclosureSEC source: 0001406666-20-000088 · wf-form4_159778139622011.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,486 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 |
| May 14, 2020 Filed May 15, 2020 16:07 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $6.57 | $13,141.00 |
DisclosureSEC source: 0001406666-20-000052 · wf-form4_158957323141603.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,374 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 November 15, 2019 through May 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 November 15, 2019, the first trading day of the purchase period. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 18:01 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 90,000 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001406666-20-000013 · wf-form4_158172124618095.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,274,000 Underlying: Common Stock · 90,000 shares Expires 2029-02-14 F1 · derivative.exercise_date: On February 14, 2019, the reporting person was awarded a performance-based nonqualified stock option grant covering 300,000 shares of common stock. On February 13, 2020, the Compensation Committee of Calix, Inc. determined that the performance criteria governing 30% of the grant had been achieved, resulting in a nonqualified stock option award of 90,000 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 13, 2020; 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 13, 2020. F2 · balance_after: Amount of derivative securities beneficially owned includes 788,500 unvested nonqualified stock option awards. Read SEC document |
| November 27, 2019 Filed Dec 2, 2019 21:49 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 600,000 | $0.00 Strike: $7.84 | $0.00 |
DisclosureSEC source: 0001406666-19-000132 · wf-form4_157534132442618.xml · derivative · entry 2 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 600,000 Underlying: Common Stock · 600,000 shares Expires 2029-11-27 F1 · derivative.exercise_date: 25% of the shares subject to the stock option grant will vest on November 27, 2020, 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 |
| November 14, 2019 Filed Nov 15, 2019 16:08 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.66 | $11,322.00 |
DisclosureSEC source: 0001406666-19-000122 · wf-form4_157385208527060.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,374 F1 · kind: 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, 2019 through November 14, 2019. 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, 2019, the first day of the purchase period. Read SEC document |
| May 14, 2019 Filed May 15, 2019 16:20 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.60 | $11,200.00 |
DisclosureSEC source: 0001406666-19-000048 · wf-form4_155795161597751.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,374 F1 · kind: 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 November 15, 2018 through May 14, 2019. This transaction is also exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased at 85% of the closing price of the issuer's common stock on May 14, 2019, the last trading day of the purchase period. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 21:24 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 204,000 | $0.00 Strike: $5.95 | $0.00 |
DisclosureSEC source: 0001406666-19-000021 · wf-form4_155062947387607.xml · derivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 584,000 Underlying: Common Stock · 204,000 shares Expires 2027-12-29 F1 · derivative.exercise_date: On December 29, 2017, the reporting person was awarded a performance-based nonqualified stock options grant covering 204,000 shares of common stock. On February 14, 2019, the Compensation Committee of Calix, Inc. determined that the performance criteria had been achieved. Each nonqualified stock option award shall vest: (i) as to 50% of the shares of common stock subject to the stock option award, on January 1, 2019; and (ii) as to the remaining 50% of the shares of common stock subject to the stock option award, quarterly in equal installments over 24 months from January 1, 2019. F2 · balance_after: Number of derivative securities beneficially owned includes 244,500 in unvested nonqualified stock option awards. Read SEC document |
| November 14, 2018 Filed Nov 16, 2018 16:34 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 1,960 | $5.31 | $10,412.50 |
DisclosureSEC source: 0001406666-18-000096 · wf-form4_154240402400223.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Field Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,374 F1 · kind: 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, 2018 through November 14, 2018. This transaction is also 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, 2018. Read SEC document |
| May 14, 2018 Filed May 16, 2018 17:02 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.19 | $10,370.00 |
DisclosureSEC source: 0001406666-18-000041 · wf-form4_152650455708980.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,414 F1 · kind: 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 November 15, 2017 through May 14, 2018. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased at 85% of the closing price of the issuer's common stock on November 15, 2017, the first trading day of the purchase period. Read SEC document |
| November 14, 2017 Filed Nov 16, 2017 20:03 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 2,000 | $5.27 | $10,540.00 |
DisclosureSEC source: 0001406666-17-000123 · wf-form4_151088061932432.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,414 F1 · kind: 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, 2017 through November 14, 2017. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased at 85% of the closing price of the issuer's common stock on November 14, 2017, the last trading day of the purchase period. Read SEC document |
| May 12, 2017 Filed May 16, 2017 20:44 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock | 414 | $5.65 | $2,339.10 |
DisclosureSEC source: 0001406666-17-000042 · wf-form4_149498184924740.xml · nonDerivative · entry 1 Weening Michael · CIK 0001678385 · EVP, Sales and Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414 F1 · kind: 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 November 2, 2016 through May 14, 2017. This transaction is exempt under Rule 16b-3(c). F2 · price: In accordance with the ESPP, these shares were purchased at 85% of the closing price of the issuer's common stock on May 12, 2017, the last trading 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.