Calix insider plans Rule 144 sale of 25,000 shares

Calix insider plans to sell 25,000 common shares under Rule 144.

Rhea-AI Filing Summary

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 1,180,432.28.

The 25,000 shares were acquired on 01/30/2023 via stock options from the issuer, paid in cash on the same date. The notice also lists sales during the past three months, including 25,000 shares sold by Crescentico Trust and 395,000 shares sold by Carl Russo, with stated gross proceeds.

FAQ

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

What insider transaction does Calix (CALX) report in this Form 144?

Calix reports a planned sale of 25,000 common shares under Rule 144. The shares are to be sold on the NYSE through Wells Fargo Clearing Services, with an aggregate market value listed as 1,180,432.28 and an approximate sale date of 02/03/2026.

How were the 25,000 Calix (CALX) shares in this Form 144 acquired?

The 25,000 Calix shares were acquired through stock options from the issuer. The acquisition date is recorded as 01/30/2023, with the amount fully paid in cash on the same date, indicating an option exercise that converted into common shares now eligible for resale.

What recent Calix (CALX) share sales are disclosed over the past three months?

The notice lists share sales by Crescentico Trust and Carl Russo. Crescentico Trust sold 25,000 shares for gross proceeds of 1,638,110.09, while Carl Russo sold 395,000 shares for gross proceeds of 25,280,000.00, all identified as securities of Calix, Inc.

Which broker and exchange are involved in this Calix (CALX) Rule 144 sale?

The planned Calix share sale will use Wells Fargo Clearing Services on the NYSE. The broker’s address is given as One North Jefferson Avenue, St. Louis, Missouri, and the class of securities to be sold is identified as common stock listed on the New York Stock Exchange.

What representation does the Calix (CALX) insider make in this Form 144?

The insider represents they know no undisclosed material adverse information about Calix. By signing the notice, the person for whose account the securities are sold confirms that all material information about Calix’s current and prospective operations has been publicly disclosed.

Does the Calix (CALX) Form 144 reference Rule 10b5-1 trading plans?

The form allows for reliance on a Rule 10b5-1 trading plan. It notes that, if a written trading plan or instructions are used, signing the notice and providing the adoption date represents the person’s status as of that plan or instruction date under Rule 10b5-1.

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

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Accepted by SEC EDGAR 02/03/2026 - 03:36 PM EST 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	25000	1180432.28	66276473	02/03/2026	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			25000	01/30/2023	Cash

* 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 2777 Orchard Parkway San Jose CA 95134	Calix, Inc.	11/04/2025	25000	1638110.09
Carl Russo 2777 Orchard Parkway San Jose CA 95134	Calix, Inc.	11/04/2025	395000	25280000.00

144: Remarks and Signature

Remarks	The 25000 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	02/03/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	04/25/2025
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)