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Insider Information:   Russo Carl
Relationship:   Director, 10% Owner
City:   Petaluma
State:   CA
   
Insider Summary:
  
   
Companies Owned :   1    
Direct Shares   3,748,381    

Indirect Shares

  2,799,474      
Direct Value   $127,220,051    

Indirect Value

  $95,014,148      
Total Shares   6,547,855      
Total Value   $222,234,199      


Calix, Inc
 $127,220,051 Calix, Inc
 $127,220,051
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Calix, Inc CALX Director, 10% Owner 2024-01-25 3,748,381 2024-01-25 2,799,474    Premium*  
* Premium Members only  

Records found :    88         Free Registration Required For Full Results.    Limit: 25

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  Page 4 of 4
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
CALX Calix, Inc Director   –       •       •   2024-01-25 4 OE $8.18 $981,600 D/D 120,000 3,748,381 0 -
CALX Calix, Inc Chairman   –       •       •   2023-01-30 4 OE $8.41 $1,682,000 D/D 200,000 3,628,381 0 -
CALX Calix, Inc President & CEO   •       •       •   2015-02-17 4 D $8.48 $217,834 D/D (25,688) 3,226,903 0 -
CALX Calix, Inc President & CEO   •       •       •   2015-02-17 4 D $8.48 $217,834 D/D (25,688) 3,226,903 0 -
CALX Calix, Inc President & CEO   •       •       •   2013-12-23 4 D $9.45 $1,260,299 D/D (133,365) 3,285,924 0 -
CALX Calix, Inc President & CEO   •       •       •   2013-12-02 4 AS $9.89 $247,250 D/D (25,000) 3,419,289 0 -
CALX Calix, Inc President & CEO   •       •       •   2013-06-28 4 AS $10.00 $250,000 D/D (25,000) 3,469,289 0 -
CALX Calix, Inc President & CEO   •       •       •   2014-12-01 4 AS $10.27 $256,750 D/D (25,000) 3,185,924 0 -
CALX Calix, Inc President & CEO   •       •       •   2014-09-02 4 AS $10.46 $261,500 D/D (25,000) 3,210,924 0 -
CALX Calix, Inc President & CEO   •       •       •   2010-10-26 4 D $12.85 $1,878,554 D/D (146,191) 3,953,024 0 -
CALX Calix, Inc President & CEO   •       •       •   2013-09-03 4 AS $13.08 $327,000 D/D (25,000) 3,444,289 0 -
CALX Calix, Inc President & CEO   •       •       •   2010-12-23 4 D $16.86 $2,203,669 D/D (130,704) 3,822,320 0 -
CALX Calix, Inc President & CEO   •       •       •   2021-01-07 4 OE $19.75 $1,975,000 D/D 100,000 3,428,381 0 -

  88  Records found
  1   2   3   4     
  Page 4 of 4  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed