Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CALIX, INC(CALX) · Entity 4385 | Chief Commercial Ops Officer | January 31, 2025 | February 04, 2025 |
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 January 31, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.26 · Expires 2034-02-08 | Direct | 107,775 |
Reported balance
After 2025-01-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-31 · Grant · Acquired 107,775 · Balance 107,775 F1: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $34.26 · Expires 2034-02-08 | Direct | 68,850 |
Reported balance
After 2025-01-31 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-31 · Grant · Acquired 68,850 · Balance 68,850 F2: 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. |
| 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 2025-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-01-31 · Grant · Acquired 195,000 · Balance 195,000 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: 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.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| January 31, 2025 Filed Feb 4, 2025 21:12 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 195,000 | $0.00 Strike: $39.68 | $0.00 |
DisclosureSEC source: 0001406666-25-000002 · wk-form4_1738703524.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 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: 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 21:12 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 68,850 | $0.00 Strike: $34.26 | $0.00 |
DisclosureSEC source: 0001406666-25-000002 · wk-form4_1738703524.xml · derivative · entry 2 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops 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 21:12 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 107,775 | $0.00 Strike: $34.26 | $0.00 |
DisclosureSEC source: 0001406666-25-000002 · wk-form4_1738703524.xml · derivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops 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 08, 2024 Filed Feb 12, 2024 23:07 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 109,000 | $0.00 Strike: $51.55 | $0.00 |
DisclosureSEC source: 0001406666-24-000004 · wk-form4_1707779244.xml · derivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,000 Underlying: Common Stock · 109,000 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 200,000 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 109,000 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 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 |
| October 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $9.16 | $0.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · derivative · entry 7 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,000 Underlying: Common Stock · 30,000 shares Expires 2030-01-31 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. F4 · derivative.exercise_date: 175,000 of the shares subject to the option grant were fully vested and exercisable on July 31, 2023. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · derivative · entry 6 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 15,000 shares Expires 2029-02-14 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. F3 · derivative.exercise_date: 45,000 of the shares subject to the option grant were fully vested and exercisable on February 14, 2023. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · derivative · entry 5 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,171 Underlying: Common Stock · 15,000 shares Expires 2027-08-01 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: 80,000 of the shares subject to the option grant were fully vested and exercisable on July 17, 2021. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 60,000 | $33.14 | $1,988,400.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · nonDerivative · entry 4 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $32.39 and $34.12 per share at a weighted average price of $33.14. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| October 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 30,000 | $9.16 | $274,800.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · nonDerivative · entry 3 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,000 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 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 15,000 | $8.03 | $120,450.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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 27, 2023 Filed Oct 30, 2023 21:02 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 15,000 | $6.95 | $104,250.00 |
DisclosureSEC source: 0001406666-23-000041 · wk-form4_1698699738.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,000 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 |
| July 25, 2023 Filed Jul 26, 2023 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $8.03 | $0.00 |
DisclosureSEC source: 0001406666-23-000036 · wf-form4_169040218245509.xml · derivative · entry 5 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 5,000 shares Expires 2029-02-14 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. F3 · derivative.exercise_date: 45,000 of the shares subject to the option grant were fully vested and exercisable on February 14, 2023. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-23-000036 · wf-form4_169040218245509.xml · derivative · entry 4 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,171 Underlying: Common Stock · 5,000 shares Expires 2027-08-01 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: 80,000 of the shares subject to the option grant were fully vested and exercisable on July 17, 2021. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 10,000 | $47.12 | $471,200.00 |
DisclosureSEC source: 0001406666-23-000036 · wf-form4_169040218245509.xml · nonDerivative · entry 3 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $46.42 and $47.59 per share at a weighted average price of $47.12. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| July 25, 2023 Filed Jul 26, 2023 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $8.03 | $40,150.00 |
DisclosureSEC source: 0001406666-23-000036 · wf-form4_169040218245509.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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 |
| July 25, 2023 Filed Jul 26, 2023 20:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $6.95 | $34,750.00 |
DisclosureSEC source: 0001406666-23-000036 · wf-form4_169040218245509.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 |
| May 02, 2023 Filed May 3, 2023 21:24 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-23-000031 · wf-form4_168314908097983.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,171 Underlying: Common Stock · 5,000 shares Expires 2027-08-01 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: 80,000 of the shares subject to the option grant were fully vested and exercisable on July 17, 2021. Read SEC document |
| May 02, 2023 Filed May 3, 2023 21:24 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 5,000 | $44.10 | $220,486.00 |
DisclosureSEC source: 0001406666-23-000031 · wf-form4_168314908097983.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $43.94 and $44.26 per share at a weighted average price of $44.10. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| May 02, 2023 Filed May 3, 2023 21:24 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $6.95 | $34,750.00 |
DisclosureSEC source: 0001406666-23-000031 · wf-form4_168314908097983.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 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 09, 2023 Filed Feb 10, 2023 23:56 UTC | CALIX, INC (CALX) · Entity 4385 | GrantCommon Stock · Derivative | 65,000 | $0.00 Strike: $55.96 | $0.00 |
DisclosureSEC source: 0001406666-23-000015 · wf-form4_167607338013285.xml · derivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 65,000 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 65,000 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 65,000 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 |
| February 03, 2023 Filed Feb 6, 2023 20:22 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-23-000012 · wf-form4_167571491295257.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,171 Underlying: Common Stock · 5,000 shares Expires 2027-08-01 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: 80,000 of the shares subject to the option grant were fully vested and exercisable on July 17, 2021. Read SEC document |
| February 03, 2023 Filed Feb 6, 2023 20:22 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 5,000 | $54.48 | $272,400.00 |
DisclosureSEC source: 0001406666-23-000012 · wf-form4_167571491295257.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $54.22 and $54.71 per share at a weighted average price of $54.48. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| February 03, 2023 Filed Feb 6, 2023 20:22 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $6.95 | $34,750.00 |
DisclosureSEC source: 0001406666-23-000012 · wf-form4_167571491295257.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · Chief Commercial Ops Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 03, 2022 Filed Nov 4, 2022 22:59 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $9.16 | $0.00 |
DisclosureSEC source: 0001406666-22-000058 · wf-form4_166760277252696.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 195,000 Underlying: Common Stock · 5,000 shares Expires 2030-01-31 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: 137,500 of the shares subject to the option grant were fully vested and exercisable on October 31, 2022. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 22:59 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 5,000 | $70.65 | $353,250.00 |
DisclosureSEC source: 0001406666-22-000058 · wf-form4_166760277252696.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $70.62 and $70.82 per share at a weighted average price of $70.65. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| November 03, 2022 Filed Nov 4, 2022 22:59 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $9.16 | $45,800.00 |
DisclosureSEC source: 0001406666-22-000058 · wf-form4_166760277252696.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 03, 2022 Filed Aug 4, 2022 21:46 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-22-000037 · wf-form4_165964955428333.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,171 Underlying: Common Stock · 5,000 shares Expires 2027-08-01 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 August 1, 2021. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:46 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 5,000 | $58.31 | $291,550.00 |
DisclosureSEC source: 0001406666-22-000037 · wf-form4_165964955428333.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $57.96 and $58.88 per share at a weighted average price of $58.31. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| August 03, 2022 Filed Aug 4, 2022 21:46 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $6.95 | $34,750.00 |
DisclosureSEC source: 0001406666-22-000037 · wf-form4_165964955428333.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 28, 2022 Filed Mar 1, 2022 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001628280-22-004512 · wf-form4_164616927850261.xml · derivative · entry 3 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,171 Underlying: Common Stock · 5,000 shares Expires 2027-08-01 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 August 1, 2021. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 5,000 | $53.86 | $269,300.00 |
DisclosureSEC source: 0001628280-22-004512 · wf-form4_164616927850261.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Shares sold between $53.39 and $54.26 per share at a weighted average price of $53.86. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 21:15 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 5,000 | $6.95 | $34,750.00 |
DisclosureSEC source: 0001628280-22-004512 · wf-form4_164616927850261.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 10, 2022 Filed Feb 11, 2022 21:13 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 125,000 | $0.00 Strike: $55.96 | $0.00 |
DisclosureSEC source: 0001628280-22-002328 · wf-form4_164461401427024.xml · derivative · entry 2 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 125,000 shares Expires 2032-02-10 F2 · derivative.exercise_date: 25% of each option grant will vest on the one-year anniversary of the grant date, with the remainder vesting quarterly thereafter in substantially equal installments over the next 36 months, subject to the employee's continued employment with Calix through the applicable vesting dates. Notwithstanding the foregoing, no shares issued upon exercise of the grant may be transferred in any manner prior to the second anniversary of the date such shares vested. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 21:13 UTC | CALIX, INC (CALX) · Entity 4385 | GrantStock Option (right to buy) · Derivative | 116,520 | $0.00 Strike: $36.74 | $0.00 |
DisclosureSEC source: 0001628280-22-002328 · wf-form4_164461401427024.xml · derivative · entry 1 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,520 Underlying: Common Stock · 116,520 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 120,000 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 116,520 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 02, 2021 Filed Nov 2, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 829 | $70.05 | $58,072.44 |
DisclosureSEC source: 0001406666-21-000128 · wf-form4_163588735323756.xml · nonDerivative · entry 4 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: Shares sold between $67.75 and $72.37 per share at a weighted average price of $70.0512. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionStock Option (right to buy) · Derivative | 10,829 | $0.00 Strike: $6.95 | $0.00 |
DisclosureSEC source: 0001406666-21-000128 · wf-form4_163588735323756.xml · derivative · entry 5 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,171 Underlying: Common Stock · 10,829 shares Expires 2027-08-01 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. F4 · derivative.exercise_date: 100% of the shares subject to the option grant were fully vested and exercisable on August 1, 2021. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 1,088 | $61.60 | $67,020.91 |
DisclosureSEC source: 0001406666-21-000128 · wf-form4_163588735323756.xml · nonDerivative · entry 3 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 829 F2 · price: Shares sold between $61.50 and $61.775 per share at a weighted average price of $61.6001. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | SaleCommon Stock | 8,912 | $61.79 | $550,692.98 |
DisclosureSEC source: 0001406666-21-000128 · wf-form4_163588735323756.xml · nonDerivative · entry 2 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,917 F1 · price: Shares sold between $61.35 and $62.485 per share at a weighted average price of $61.7923. The reporting person will provide full information regarding the number of shares sold at each sale price upon request. Read SEC document |
| October 29, 2021 Filed Nov 2, 2021 21:09 UTC | CALIX, INC (CALX) · Entity 4385 | Exercise / conversionCommon Stock | 10,829 | $6.95 | $75,261.55 |
DisclosureSEC source: 0001406666-21-000128 · wf-form4_163588735323756.xml · nonDerivative · entry 1 Collins John Matthew · CIK 0001887165 · EVP, Commercial Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,829 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.