Carl Russo - 08 May 2025 Form 4 Insider Report for CALIX, INC ((CALX))

Role
Director, 10%+ Owner
Signature
/s/ Tom Gemetti as Attorney-in-Fact for Carl Russo
Issuer symbol
(CALX)
Transactions as of
08 May 2025
Transactions value $
$0
Form type
4
Filing time
12 May 2025, 16:06:12 UTC
Previous filing
29 Apr 2025
Next filing
16 Jul 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Russo Carl Director, 10%+ Owner C/O CALIX, INC., 2777 ORCHARD PARKWAY, SAN JOSE /s/ Tom Gemetti as Attorney-in-Fact for Carl Russo 12 May 2025 0001483757

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction (CALX) Common Stock Award $0 +4.69K +0.13% $0.00 3.75M 08 May 2025 Direct F1
holding (CALX) Common Stock 2.14M 08 May 2025 See Footnote F2
holding (CALX) Common Stock 13.8K 08 May 2025 See Footnote F3

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction (CALX) Stock Options (right to buy) Award $0 +28.6K $0.00 28.6K 08 May 2025 Common Stock 28.6K $42.65 Direct F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents an award of restricted stock pursuant to the Issuer non-employee director equity compensation policy, which will vest on the day immediately preceding the date of the annual meeting of stockholders that occurs in the year following the year of grant.
F2 Shares held by The Crescentico Trust, Carl Russo, Trustee.
F3 Shares held by Equanimous Investments. The managing members of Equanimous Investments are Carl Russo and Tim Pasquinelli. These individuals may be deemed to have shared voting and investment power over the shares held by Equanimous Investments. Each of these individuals disclaims beneficial ownership of such shares, except to the extent of his pecuniary interest therein.
F4 The option vests and becomes exercisable with respect to 25% of the shares of common stock underlying the option on each anniversary of the date of grant (May 8, 2025).