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CALIX, INC (CALX) SEC Filings, Apr-May 2026

CALX NYSE

Welcome to our dedicated page for CALIX 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CALIX's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CALIX's regulatory disclosures and financial reporting.

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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.

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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.

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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.

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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.

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Calix Inc ownership filing: AllianceBernstein L.P. reports beneficial ownership of 3,251,128 shares of Calix common stock, representing 5.0% of the class as reported. The filing states these shares are held solely for investment purposes on behalf of client discretionary advisory accounts.

The filing lists voting and disposition authorities: sole voting power 2,856,340 shares, sole dispositive power 3,248,692 shares, and shared dispositive power 2,436 shares. The filing identifies AllianceBernstein as a Delaware entity and is signed by a compliance officer.

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Calix, Inc. reported results of its annual stockholder meeting held on May 14, 2026. Stockholders elected three Class I directors—Kathleen Crusco, Carl Russo and Michael Weening—to serve until the 2029 annual meeting. They also approved increasing shares reserved under the stock purchase and matching plan by 672,300 shares.

Stockholders approved, on a non-binding advisory basis, the compensation of named executive officers and ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. They further approved, on an advisory basis, a stockholder proposal relating to a simple majority vote.

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Calix Inc — Vanguard Portfolio Management reports beneficial ownership of 5,586,179 shares of Common Stock, representing 8.64% of the class. The filing states Vanguard has sole dispositive power over 5,586,179 shares and sole voting power for 52,425 shares. The Schedule 13G is signed by Ashley Grim on 04/29/2026.

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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.

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Calix (CALX) submitted a Rule 144 notice reflecting a proposed sale of 25,000 shares of Common Stock. The filing lists an associated dollar figure of $1,080,321.44 and identifies Crescentico Trust as having sold 25,000 shares on 02/03/2026 for $1,180,432.28. The securities are tied to stock options dated 01/30/2023.

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Calix, Inc. reported strong growth for the quarter ended March 28, 2026, with total revenue of $279.984 million, up 27% from $220.242 million a year earlier. Appliance revenue rose 30% to $232.843 million, while software and service revenue grew 16% to $47.141 million.

Gross profit increased to $159.296 million and overall gross margin improved to 56.9%, driven mainly by higher appliance volume, partly offset by lower software and service margins during a cloud platform transition. The company generated net income of $11.210 million, reversing a prior-year net loss of $4.787 million, with diluted EPS of $0.16.

Calix ended the quarter with $243.3 million in cash, cash equivalents and marketable securities after repurchasing 3.3 million shares for $170.9 million. Remaining performance obligations were $376.3 million, with 42% expected to be recognized as revenue over the next 12 months.

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FAQ

How many CALIX (CALX) SEC filings are available on StockTitan?

StockTitan tracks 87 SEC filings for CALIX (CALX), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for CALIX (CALX)?

The most recent SEC filing for CALIX (CALX) was filed on May 18, 2026.