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Calix Networks Form 4 Filings

CALX NYSE

Every Form 4 that Calix Networks (CALX) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow CALX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full CALX filings page.

Rhea-AI Summary

Calix, Inc. director and more-than-10% owner Carl Russo reported the sale of 75,000 shares of Common Stock on July 27, 2026, at a weighted average price of $36.1974 per share, in multiple trades between $35.795 and $36.74.

The shares were sold indirectly by The Crescentico Trust, for which Russo serves as trustee, under a Rule 10b5-1 trading plan adopted on April 23, 2026. Russo continues to hold 3,958,037 shares directly.

Rhea-AI Summary

CALIX, INC director and ten percent owner Carl Russo received a grant of stock options covering 15,999 shares of common stock. The options have an exercise price of $36.0500 per share and expire on June 29, 2036. According to the award terms, 25% of the underlying shares vest and become exercisable on each anniversary of the grant date beginning June 29, 2026.

Rhea-AI Summary

CALIX, INC director Christopher J. Bowick received a grant of 4,967 restricted stock units (RSUs). The award was made on May 14, 2026 under the company’s non-employee director equity compensation policy and carries no cash exercise price.

The RSUs will vest in full one day prior to Calix’s next annual stockholder meeting, at which point each unit will convert into one share of common stock. After this grant, Bowick beneficially owns 71,583 shares of Calix common stock, including the 4,967 unvested RSUs from this award.

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BERRY MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.

CALIX, INC director Michael J. Berry received an equity award of 4,967 restricted stock units (RSUs). The RSUs were granted at no cash cost and are scheduled to vest in full one day before Calix’s next annual stockholder meeting, subject to continued service under the non-employee director equity compensation policy.

After this grant, Berry beneficially owns 9,656 shares of Calix common stock, including the 4,967 unvested RSUs, giving investors a clear view of his current direct equity stake in the company.

Rhea-AI Summary

CALIX, INC director Rajatish Mukherjee received a grant of 4,967 restricted stock units of common stock. The award was made as part of the company’s non-employee director equity compensation policy and carries a grant price of $0.00 per share.

The RSUs will vest in full one day before Calix’s next annual stockholder meeting, at which point each unit will convert into one share of common stock. After this grant, Mukherjee beneficially owns 9,656 shares of Calix common stock, including the 4,967 unvested RSUs.

Rhea-AI Summary

Oosterman Wade reported acquisition or exercise transactions in this Form 4 filing.

Calix, Inc. director Wade Oosterman received a grant of 4,967 restricted stock units as part of the company’s non-employee director equity compensation policy. The RSUs vest in full one day prior to Calix’s next annual stockholder meeting, with each unit delivering one share of common stock upon vesting.

Following this award, Oosterman is reported as beneficially owning 12,156 shares of Calix common stock, which includes the 4,967 unvested RSUs. This is a compensation-related equity grant rather than an open-market purchase or sale.

Rhea-AI Summary

Calix, Inc. director Kevin Robert Peters reported a grant of 4,967 restricted stock units (RSUs) of common stock on May 14, 2026. The RSUs were awarded under the non-employee director equity compensation policy and will vest in full one day before the company’s next annual stockholder meeting.

After this grant, Peters beneficially owns 9,656 shares of Calix common stock, including 4,967 unvested RSUs. The filing also reflects earlier bona fide gifts totaling 252,056 shares on February 1, 2022, including shares held by an irrevocable trust for which he disclaims beneficial ownership.

Rhea-AI Summary

CRUSCO KATHLEEN M reported acquisition or exercise transactions in this Form 4 filing.

Calix, Inc. director Kathleen M. Crusco received an equity award of 4,967 restricted stock units (RSUs). The RSUs were granted at no cash cost to her under the company’s non-employee director equity compensation policy and will vest in full one day before Calix’s next annual stockholder meeting.

Each RSU represents a right to receive one share of Calix common stock upon vesting. After this grant, Crusco beneficially owns 64,361 shares of Calix common stock, which includes the 4,967 unvested RSUs from this award.

Rhea-AI Summary

Russo Carl reported acquisition or exercise transactions in this Form 4 filing.

CALIX, INC director Carl Russo reported an equity grant of 4,967 restricted stock units (RSUs), each convertible into one share of common stock. The RSUs were awarded under the company’s non-employee director equity compensation policy and will vest in full one day before the next annual stockholder meeting.

After this award, Russo’s direct holdings total 3,958,037 shares, which include the 4,967 unvested RSUs. The filing also lists 1,644,188 shares held by Equanimous Investments and 13,782 shares held by The Crescentico Trust, entities associated with Russo where he has roles but disclaims beneficial ownership beyond his pecuniary interest.

Rhea-AI Summary

CALIX, INC director Kira Makagon received an equity grant of 4,967 restricted stock units (RSUs). These RSUs were awarded under the company’s non-employee director equity compensation policy at no cash cost and will vest in full one day prior to the next annual stockholder meeting. Each RSU converts into one share of common stock upon vesting. After this grant, Makagon beneficially owns 43,931 shares of Calix common stock, including the 4,967 unvested RSUs.

Rhea-AI Summary

CALIX, INC director and 10% owner Carl Russo reported indirect sales of company stock through affiliated entities. Entities associated with Russo sold a total of 25,000 shares of Calix common stock in open-market transactions on April 27, 2026, at weighted average prices of about $43.17 and $43.75 per share.

The filing attributes holdings to The Crescentico Trust, for which Russo serves as trustee, and to Equanimous Investments, whose managing members include Russo and Tim Pasquinelli. After these transactions, Russo’s direct ownership was reported at 3,953,070 shares, with additional indirect positions of 13,782 shares and separate indirect blocks of 1,644,188 and 1,648,279 shares held through these entities, with beneficial ownership of some interests disclaimed except for any pecuniary interest.

Rhea-AI Summary

Calix, Inc. director and ten percent owner Carl Russo reported a bona fide gift of 40,000 shares of Common Stock on April 8, 2026. The gift carried no stated price per share and was coded as a non-derivative G transaction. After the gift, he holds 3,953,070 shares directly. He also has indirect holdings of 13,782 shares through Equanimous Investments and 1,669,188 shares through The Crescentico Trust, where he may share voting and investment power but disclaims beneficial ownership except for his pecuniary interest.

Rhea-AI Summary

CALIX, INC director and 10% owner Carl Russo received a grant of 11,753 stock options to buy Calix common stock. The options have an exercise price of $49.40 per share and were granted at no cost on March 30, 2026.

The award vests in 25% increments on each anniversary of the March 30, 2026 grant date and will expire on March 30, 2036 if not exercised. Following this grant, Russo holds 11,753 stock options directly, according to the filing.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Calix, Inc. director and 10% owner Carl Russo reported an option exercise involving company stock. On January 7, 2026, he exercised a stock option to acquire 10,000 shares of Calix common stock at $12.63 per share, converting a derivative position into directly held shares. Following this transaction, he directly held 3,983,070 shares of common stock and 570,000 stock options.

Additional Calix shares are reported as indirectly owned through The Crescentico Trust, where Russo is trustee, and through Equanimous Investments, an entity managed by Russo and Tim Pasquinelli. The filing states that these individuals may be deemed to share voting and investment power over Equanimous Investments’ shares and that each disclaims beneficial ownership except to the extent of his pecuniary interest. The option exercised for 10,000 shares was fully vested and exercisable as of May 22, 2024.

Rhea-AI Summary

Calix, Inc. director and 10% owner Carl Russo reported an automatic grant of employee stock options on common stock. The filing shows an award of 11,663 stock options with an exercise price of $53.59 per share, dated January 2, 2026. These options begin to vest with respect to 25% of the underlying shares on each anniversary of the grant date, starting one year after January 2, 2026, and are listed as exercisable from January 2, 2027 until expiration on January 2, 2036. Following this grant, Russo is shown as directly holding 11,663 derivative securities tied to Calix common stock.

Rhea-AI Summary

Calix, Inc. insider activity: Director and 10% owner Carl Russo reported exercising a stock option for 10,000 shares of common stock on 11/24/2025 at an exercise price of $12.63 per share. The option was a stock option right to buy Calix common stock and had been fully vested and exercisable since May 22, 2024.

After this transaction, Russo beneficially owns 3,973,070 shares directly. He also reports indirect ownership of 1,694,188 shares held by The Crescentico Trust, for which he is trustee, and 13,782 shares held by Equanimous Investments, where he and another individual are managing members and may be deemed to share voting and investment power. Following the exercise, 580,000 stock options remain beneficially owned.

Rhea-AI Summary

Calix, Inc. director and 10% owner Carl Russo reported exercising a stock option for 10,000 shares of common stock on 11/17/2025 at an exercise price of $12.63 per share. After this transaction, he directly owns 3,963,070 shares of Calix common stock. He also reports indirect holdings of 1,694,188 shares held by The Crescentico Trust, for which he is trustee, and 13,782 shares held by Equanimous Investments, where he and another individual may share voting and investment power. Following the option exercise, Russo still holds 590,000 stock options exercisable for Calix common stock, with an expiration date of 05/22/2030, and the shares subject to this option were fully vested and exercisable as of 05/22/2024.

Rhea-AI Summary

Calix, Inc. reported an insider transaction by Chief Product Officer Shane Eleniak. On 11/10/2025, he exercised 24,000 stock options at an exercise price of $8.03 and sold 24,000 shares of common stock at a weighted average price of $64.135. The sale occurred through multiple trades in a price range of $64.00 to $64.295, with full trade details available upon request.

Following these transactions, his direct beneficial ownership of common stock was 0 shares. The filing notes the option grant was fully vested and exercisable as of February 14, 2023, with an expiration date of February 14, 2029.

Rhea-AI Summary

Calix (CALX) reported an insider transaction by its Chief Financial Officer, Cory Sindelar. On 11/06/2025, the CFO exercised 50,000 stock options at an exercise price of $5.05 (code M), acquiring common shares.

On the same day, he sold 50,000 common shares at a weighted average price of $65.2987 (code S). After these transactions, beneficial ownership of common stock was 76,555 shares, held directly. The related option was fully vested and exercisable since October 1, 2021, and 175,000 derivative securities (options) remained beneficially owned following the transactions, with an option expiration of 10/01/2027.

The sale price reflects multiple trades between $65.00 and $65.99; detailed breakdowns are available upon request.

Rhea-AI Summary

Calix, Inc. (CALX) reported an insider transaction by its Chief Product Officer. On 11/04/2025, the officer exercised stock options for 50,000 shares of common stock at $7 per share (code M), then sold 50,000 shares at a weighted average price of $65.3371 (code S). Following these transactions, the filing shows 0 shares of common stock directly owned and 0 derivative securities remaining. The sales occurred in multiple trades between $65.025 and $65.685, with full trade details available upon request. The option had been fully vested and exercisable since August 1, 2022.

Rhea-AI Summary

Calix (CALX) director and 10% owner Carl Russo reported insider trades.

On 11/04/2025, he sold common stock under a Rule 10b5‑1 plan adopted April 25, 2025: 395,000 shares at $64, 12,035 at $65.1088 (weighted average), 12,845 at $66.0028 (weighted average), and 120 at $66.47. On 11/06/2025, he exercised 200,000 options at $12.63, with 3,953,070 shares beneficially owned directly afterward. Certain shares are held indirectly via The Crescentico Trust and Equanimous Investments.

Rhea-AI Summary

Calix (CALX) reported insider transactions by President & CEO Michael Weening. He exercised 274,000 stock options at $7.84 and sold 274,000 shares pursuant to a Rule 10b5-1 trading plan adopted on February 28, 2025.

On 10/30/2025, he exercised 200,000 shares, then sold 150,000 shares at a weighted average $64.628 (range $64.55–$65.00) and 50,000 shares at $67.5456 (range $67.35–$67.93). On 11/03/2025, he exercised 74,000 shares and sold 74,000 shares at $67.4203 (range $66.245–$69.450). Shares beneficially owned were 16,117 after the reported transactions. The options exercised were fully vested as of November 27, 2023 and expire on November 27, 2029.

Rhea-AI Summary

Calix, Inc. reported insider transactions by CFO Cory Sindelar on a Form 4. He exercised stock options at $5.05 for 10,000 shares on October 30, 2025 and sold 10,000 shares at $65 the same day. He repeated this on October 31, 2025, exercising options at $5.05 for 10,000 shares and selling 10,000 shares at $70.

Following the reported transactions, he held 76,555 shares of common stock directly. The option awards had an exercise price of $5.05, were fully vested as of October 1, 2021, and carry an expiration date of October 1, 2027. The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on February 7, 2025.

Rhea-AI Summary

Carl Russo, a director and reported 10% owner of Calix, Inc. (CALX), received an award of stock options on 09/29/2025. The option grants the right to buy 10,329 shares of Calix common stock at an exercise price of $61.38 per share. The option becomes exercisable in stages with 25% vesting on each anniversary of the grant date, and the first vesting date is September 29, 2025, with the stated exercisable date for the option portion shown as September 29, 2026 and an expiration of September 29, 2035.

The filing reports the options as directly owned following the transaction, with 10,329 shares underlying the option recorded as beneficially owned. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Russo on 10/01/2025. All details above are taken directly from the Form 4 disclosure.