Welcome to our dedicated page for Calix Networks SEC filings (Ticker: CALX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to Calix, Inc. (NYSE: CALX) SEC filings, offering a detailed view of how the company reports its financial performance, governance changes, and other material events. Calix is incorporated in Delaware and files with the U.S. Securities and Exchange Commission under Commission File Number 001-34674.
Investors can review Form 10‑K annual reports and Form 10‑Q quarterly reports to understand Calix’s business description as an appliance-based platform, cloud, and managed services company focused on broadband and communications service providers. These filings typically include discussions of the Calix Broadband Platform, managed services, risk factors, and management’s analysis of financial condition and results of operations.
Form 8‑K current reports document specific events such as the release of quarterly financial results via stockholder letters and the appointment of key executives. For example, recent 8‑K filings describe the use of non‑GAAP financial measures in stockholder letters and the appointment of a chief operations officer. These reports help investors track leadership changes, financial disclosures, and other significant updates.
Other important SEC documents for Calix may include the proxy statement on Schedule 14A, which discusses executive compensation and governance matters, and Form 4 insider trading reports, which disclose transactions by directors and officers in Calix stock. Through this filings page, users can quickly locate and review these documents, while AI-powered summaries on the platform can help explain key sections and highlight themes such as non‑GAAP metrics, executive roles, and strategic priorities.
Calix, Inc. director and 10% owner Carl Russo exercised stock options for 10,000 shares on February 25, 2026. The option exercise converted a stock option into an equal number of Calix common shares at a stated price of $12.63 per share.
After the transactions, Russo directly held 399,3070 shares of common stock and 560,000 stock options. He also reported indirect ownership of 13,782 and 1,669,188 common shares through entities referenced in the footnotes, including Equanimous Investments and The Crescentico Trust, where beneficial ownership is disclaimed except for any pecuniary interest.
Calix, Inc. provides an AI-enabled broadband platform, cloud software and SmartLife managed services that help communication service providers transform into experience-focused “CXPs.” Its Calix One Platform combines access and premises equipment with role-based clouds and an agent workforce to automate subscriber insights and service delivery.
The company serves about 1,600 service providers, mainly in North America, with no customer over 10% of revenue and sales outside the U.S. at 7–9% of revenue in recent years. As of February 9, 2026, 65,607,663 common shares were outstanding and non-affiliate market value was about $2,101 million as of June 27, 2025.
Calix highlights growth opportunities in fiber broadband funding, new managed services and international expansion, but details extensive risks, including dependence on third-party manufacturers and sole- or limited-source suppliers (often in Asia), AI technology and regulatory uncertainty, cybersecurity threats, long sales cycles, intense competition and evolving data-privacy and environmental rules.
Weening Michael reported acquisition or exercise transactions in a Form 4 filing for CALX. The filing lists transactions totaling 217,939 shares at a weighted average price of $45.32 per share. Following the reported transactions, holdings were 16,556 shares.
Durocher John reported acquisition or exercise transactions in a Form 4 filing for CALX. The filing lists transactions totaling 195,439 shares at a weighted average price of $45.32 per share. Following the reported transactions, holdings were 2,367 shares.
Calix Chief Product Officer Shane Eleniak received a grant of stock options covering 195,000 shares of common stock. The options have an exercise price of $39.68 per share.
The award was originally granted on January 31, 2025 as a performance-based option. On February 12, 2026, the Compensation Committee confirmed that the performance criteria for 100% of the grant had been achieved. The option vests 25% on January 31, 2026, with the remaining 75% vesting in equal quarterly installments over 36 months from that date, subject to Eleniak’s continued employment with Calix.
SINDELAR CORY reported acquisition or exercise transactions in a Form 4 filing for CALX. The filing lists transactions totaling 170,439 shares at a weighted average price of $45.32 per share. Following the reported transactions, holdings were 103,994 shares.
Calix director and 10% owner Carl Russo reported indirect stock sales through a trust. On February 3, 2026, The Crescentico Trust, for which Russo serves as trustee, sold 13,477 Calix common shares at a weighted average price of $46.9338 and 11,523 shares at a weighted average price of $47.658, under a pre-established Rule 10b5-1 trading plan adopted on April 25, 2025.
After these transactions, 1,669,188 Calix shares were indirectly held by The Crescentico Trust. Separately, 13,782 shares were indirectly held by Equanimous Investments, an entity whose managing members include Russo and Tim Pasquinelli and for which each individual disclaims beneficial ownership except to the extent of his pecuniary interest. Russo also reported 3,983,070 Calix shares held directly.
Calix, Inc. Chief Financial Officer Cory Sindelar reported exercising stock options and receiving additional common shares. On February 2, 2026, he exercised a stock option for 27,000 shares at an exercise price of $5.05 per share, increasing his direct common stock holdings to 103,555 shares.
The option transaction, reported as a derivative security, left him with 148,000 stock options beneficially owned after the exercise. According to the footnote, all shares subject to this option were fully vested and exercisable as of October 1, 2021.
Calix insider plans to sell 25,000 common shares under Rule 144. The shares are held for the account of a reporting person and are to be sold through Wells Fargo Clearing Services on the NYSE, with an approximate sale date of 02/03/2026 and an aggregate market value of
The 25,000 shares were acquired on
Calix, Inc. filed a current report noting it has released a press release and a detailed stockholder letter presenting its financial results for the fourth quarter ended December 31, 2025. Both documents are attached as exhibits.
The stockholder letter highlights several non-GAAP metrics, including non-GAAP gross margin, operating expenses, functional investment categories, effective income tax rate, net income, net income per diluted share and free cash flow. Calix explains these measures exclude non-cash stock-based compensation, intangible asset amortization and certain income tax effects, and are used by management to evaluate performance and set operational goals. Reconciliations to the most comparable U.S. GAAP figures are provided in tabular form in the stockholder letter.