[144] CALIX, INC. SEC Filing

Rhea-AI Filing Summary

Thermo Fisher Scientific (TMO) filed an 8-K announcing a planned CFO transition.

Senior Vice President & Chief Financial Officer Stephen Williamson will retire effective March 31 2026. To provide continuity, the board has appointed James R. Meyer (age 46), currently Vice President, Financial Operations, to become Senior Vice President & CFO effective March 1 2026. Meyer joined the company in 2009 and has held progressively senior finance roles, including VP of Finance, Customer Channels (2020-2022), before assuming his present post in January 2023; he previously worked at PwC.

No financial results, guidance, debt transactions or other material events were disclosed. The orderly, internally sourced succession suggests minimal operational disruption, although leadership change can introduce short-term uncertainty. Compensation or severance terms were not included in this filing.

Positive

• Orderly transition: nine-month lead time and internal promotion should ensure continuity in financial leadership.
• Experienced successor: James R. Meyer has 16 years at TMO across multiple finance functions, lowering execution risk.

Negative

• CFO departure introduces potential short-term uncertainty until the market assesses Meyer’s performance.
• Lack of financial details: filing provides no insight into compensation arrangements or strategic changes, leaving open questions for investors.

Insights

Financial Analyst

TL;DR: Internal successor limits risk; CFO exit unlikely to alter near-term financial outlook.

The eight-month notice period and one-month overlap give investors comfort that reporting cycles and capital-allocation plans should proceed uninterrupted. Meyer’s 16-year tenure means familiarity with Thermo Fisher’s M&A-driven growth model and integration processes, reducing execution risk. Because no revisions to guidance or strategy were mentioned, I classify the market impact as neutral unless further disclosures surface regarding compensation or strategic shifts.

Corporate Governance Expert

TL;DR: Smooth succession aligns with governance best practices; no red flags detected.

Thermo Fisher adheres to governance norms by announcing the CFO retirement nine months in advance and appointing an experienced internal candidate. The board demonstrates succession planning depth, avoiding a disruptive external search. Absence of any mention of disputes, investigations, or abrupt departures mitigates concern. Nevertheless, investors should monitor upcoming proxy materials for details on Meyer’s compensation package and any post-retirement consulting role for Williamson.

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

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

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

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	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	10000	560000.00	65303995	07/23/2025	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	07/23/2025	Stock Option Exercise	ISSUER			10000	07/23/2025	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
CORY J SINDELAR 2777 ORCHARD PARKWAY SAN JOSE CA 95134	Common	06/30/2025	10000	520000.00

144: Remarks and Signature

Remarks

Date of Notice

Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1

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

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

When will Thermo Fisher Scientific's current CFO retire?

Stephen Williamson will retire effective March 31 2026.

Who has been appointed as the next CFO of TMO?

The board named James R. Meyer, currently VP, Financial Operations, to become CFO effective March 1 2026.

Does the 8-K include any financial results or guidance updates?

No, the filing is limited to the CFO succession and contains no earnings, revenue, or guidance information.

What is James R. Meyer’s background at Thermo Fisher?

Meyer joined in 2009, held various finance roles, was VP of Finance, Customer Channels (2020-2022), and became VP, Financial Operations in 2023.

Is there any information on Stephen Williamson’s severance or consulting role?

The 8-K does not disclose compensation, severance, or post-retirement arrangements.