Calix trust plans sale of 75,000 shares

Crescentico Trust has filed to sell up to 75,000 shares of Calix, Inc. common stock through Wells Fargo Clearing Services.

Rhea-AI Filing Summary

Crescentico Trust has filed to sell up to 75,000 shares of Calix, Inc. common stock through Wells Fargo Clearing Services. The planned sale has an aggregate market value of $2,710,993.01 and is scheduled for July 27, 2026 on the NYSE.

The trust indicates that the shares were acquired from the issuer as stock options on January 30, 2023. It also reports selling 25,000 shares on April 27, 2026 for $1,080,321.44. Calix had 62,963,989 shares outstanding, providing a baseline figure, not the amount being sold.

Key Figures

Shares to be sold: 75,000 shares Aggregate market value: $2,710,993.01 Shares outstanding: 62,963,989 shares +4 more

7 metrics

Shares to be sold 75,000 shares Common stock planned for sale by Crescentico Trust

Aggregate market value $2,710,993.01 Market value of 75,000 Calix shares to be sold

Shares outstanding 62,963,989 shares Calix common shares outstanding as context for the sale

Prior shares sold 25,000 shares Shares sold by Crescentico Trust on April 27, 2026

Prior sale proceeds $1,080,321.44 Total proceeds from 25,000 shares sold on April 27, 2026

Planned sale date 07/27/2026 Scheduled date for the 75,000-share transaction on NYSE

Acquisition date 01/30/2023 Date shares were acquired via stock options from issuer

Key Terms

Securities To Be Sold, Securities Sold During The Past 3 Months, Stock Options

3 terms

Securities To Be Sold financial

"144: Securities To Be Sold"

Securities Sold During The Past 3 Months financial

"144: Securities Sold During The Past 3 Months"

Stock Options financial

"Common | 01/30/2023 | Stock Options | Issuer"

Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is Crescentico Trust planning to sell in this Form 144 related to CALX?

Crescentico Trust plans to sell up to 75,000 shares of Calix, Inc. common stock, with an aggregate market value of $2,710,993.01, in a transaction expected to occur on July 27, 2026 on the NYSE.

How many Calix (CALX) shares did Crescentico Trust previously sell?

Crescentico Trust reports that it sold 25,000 shares of Calix, Inc. common stock on April 27, 2026, receiving total proceeds of $1,080,321.44 over the prior three months period disclosed.

How were the Calix (CALX) shares being sold by Crescentico Trust acquired?

The shares proposed for sale were acquired from Calix, Inc. via stock options on January 30, 2023. The filing lists the acquisition type as “Stock Options” with the issuer identified as the source.

What proportion context does the Calix (CALX) Form 144 provide for the planned sale?

Calix, Inc. had 62,963,989 shares outstanding when referenced. This figure provides context for the planned sale of 75,000 shares; it is a baseline share count, not the amount being offered.

Through which broker will the Calix (CALX) shares be sold under this Form 144?

The common stock sale is listed through Wells Fargo Clearing Services, located at One North Jefferson Avenue, St. Louis, MO 63103, with the shares expected to trade on the NYSE on July 27, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 07/27/2026 - 02:07 PM EDT Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001483757
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	CALIX, INC
SEC File Number	001-34674
Address of Issuer	3155 OLSEN DRIVE, SUITE 450 SAN JOSE CALIFORNIA 95117
Phone	408-514-3000
Name of Person for Whose Account the Securities are To Be Sold	Russo Carl
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer
Relationship to Issuer	Director
Relationship to Issuer	10% Stockholder

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Wells Fargo Clearing Services One North Jefferson Avenue St. Louis MO 63103	75000	2710993.01	62963989	07/27/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	01/30/2023	Stock Options	Issuer			75000	01/30/2023	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
Crescentico Trust 3155 Olsen Drive, Suite 450 San Jose CA 95117	Calix, Inc.	04/27/2026	25000	1080321.44

144: Remarks and Signature

Remarks	The 75,000 shares were sold by the Crescentico Trust, and Carl Russo is a Trustee of the Trust. He is also a Director, Officer and a ten percent shareholder of Calix Inc
Date of Notice	07/27/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	04/23/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	Carl Russo
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)