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Company Analysis

CALX Insider Trading

CALIX, INC | Communications Services, NEC

Comprehensive Trading Performance Summary

The investment history of corporate insiders at CALIX, INC provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Communications Services, NEC sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2013-12-05 03:05 2013-12-02 Ashby Michael Director, Officer - Executive VP and CFO SELL $10.06 2,082 $20,945 1,487,712 -0.1%
2013-12-05 03:00 2013-12-02 Russo Carl Director, Officer, 10% owner - President & CEO SELL $9.89 25,000 $247,250 3,419,289 -0.7%
2013-11-30 04:51 2013-11-26 Weingarth Roger Officer - Advisor to the CEO SELL $9.86 20,095 $198,145 67,500 -22.9%
2013-11-26 02:24 2013-11-21 Weingarth Roger Officer - Advisor to the CEO SELL $10.07 45,000 $453,348 87,595 -33.9%
2013-11-21 04:03 2013-11-18 Weingarth Roger Officer - Advisor to the CEO SELL $10.02 35,000 $350,802 132,595 -20.9%
2013-11-15 04:39 2013-11-13 Weingarth Roger Officer - Advisor to the CEO SELL $10.31 25,000 $257,700 167,595 -13.0%
2013-11-14 01:24 2013-11-07 DENUCCIO KEVIN A Director BUY $10.20 10,000 $102,000 66,779 +17.6%
2013-11-13 04:46 2013-11-07 DENUCCIO KEVIN A Director BUY $10.10 10,000 $101,000 66,779 +17.6%
2013-11-08 01:06 2013-11-05 Weingarth Roger Officer - Advisor to the CEO SELL $10.35 50,000 $517,740 192,595 -20.6%
2013-11-02 00:11 2013-11-01 LISTWIN DONALD J Director BUY $10.18 13,802 $140,504 675,000 +2.1%
2013-09-05 00:01 2013-09-03 Russo Carl Director, Officer, 10% owner - President & CEO SELL $13.08 25,000 $327,000 3,444,289 -0.7%
2013-08-27 01:02 2013-08-22 Banta Tony Officer - SVP, Global Mfg & Supply SELL $12.76 12,262 $156,505 48,201 -20.3%
2013-08-21 01:41 2013-08-16 Banta Tony Officer - SVP, Global Mfg & Supply SELL $12.07 30,386 $366,759 60,463 -33.4%
2013-08-16 01:35 2013-08-14 Banta Tony Officer - SVP, Global Mfg & Supply SELL $12.19 47,352 $577,420 90,849 -34.3%
2013-08-06 23:59 2013-08-02 LISTWIN DONALD J Director BUY $12.31 25,000 $307,715 661,198 +3.9%
2013-07-02 03:46 2013-06-28 Russo Carl Director, Officer, 10% owner - President & CEO SELL $10.00 25,000 $250,000 3,469,289 -0.7%
2013-05-24 01:43 2013-05-21 DENUCCIO KEVIN A Director BUY $9.43 15,000 $141,450 45,581 +49.1%
2013-05-02 03:32 2013-04-30 LISTWIN DONALD J Director BUY $8.47 25,000 $211,700 625,000 +4.2%
2013-03-05 01:02 2013-02-28 Weingarth Roger Officer - Executive VP and COO SELL $8.54 50,000 $426,825 259,503 -16.2%
2013-02-09 04:28 2013-02-08 LISTWIN DONALD J Director BUY $8.01 25,000 $200,238 600,000 +4.3%
2012-11-20 00:22 2012-11-15 LISTWIN DONALD J Director BUY $5.66 25,000 $141,600 575,000 +4.5%
2012-09-11 01:05 2012-09-10 Ashby Michael Director, Officer - Executive VP and CFO BUY $5.57 50,000 $278,500 1,489,794 +3.5%
2012-09-06 23:46 2012-09-05 LISTWIN DONALD J Director BUY $5.18 31,117 $161,248 550,000 +6.0%
2011-11-23 03:06 2011-11-21 Lockhart Andy Glen Officer - SVP, International Field Ops BUY $7.98 10,000 $79,774 10,000 +100.0%
2011-09-07 03:15 2011-09-01 Ashby Michael Director, Officer - Executive VP and CFO SELL $14.58 5,000 $72,903 1,439,794 -0.3%
2011-08-04 00:32 2011-08-01 Ashby Michael Director, Officer - Executive VP and CFO SELL $18.12 10,000 $181,240 1,444,794 -0.7%
2011-07-07 01:12 2011-07-01 Ashby Michael Director, Officer - Executive VP and CFO SELL $20.99 20,000 $419,708 1,454,794 -1.4%
2011-06-04 00:53 2011-06-01 Ashby Michael Director, Officer - Executive VP and CFO SELL $21.02 20,000 $420,380 1,474,794 -1.3%
2011-05-10 03:15 2011-05-06 Weingarth Roger Officer - Executive VP and COO SELL $21.58 5,000 $107,900 246,353 -2.0%
2011-05-06 02:08 2011-05-03 LISTWIN DONALD J Director BUY $20.97 50,000 $1,048,320 502,464 +11.1%
2011-05-05 02:23 2011-05-02 Ashby Michael Director, Officer - Executive VP and CFO SELL $21.14 20,000 $422,782 1,494,794 -1.3%
2011-04-06 00:45 2011-04-04 Weingarth Roger Officer - Executive VP and COO SELL $20.58 5,000 $102,900 284,968 -1.7%
2011-04-02 03:02 2011-04-01 Ashby Michael Director, Officer - Executive VP and CFO SELL $20.43 30,000 $613,011 1,514,794 -1.9%
2011-03-11 03:19 2011-03-10 Ashby Michael Director, Officer - Executive VP and CFO SELL $19.05 10,000 $190,506 1,544,794 -0.6%
2011-03-03 01:33 2011-03-01 BRANNON KELYN Officer - Executive VP and CFO SELL $18.06 4,075 $73,588 35,719 -10.2%
2011-02-17 02:05 2011-02-14 Pope Kevin Officer - SVP, Product Development SELL $20.00 5,000 $100,000 101,394 -4.7%
2011-02-08 22:35 2011-02-07 Weingarth Roger Officer - Executive VP and COO SELL $18.16 10,000 $181,556 289,968 -3.3%
2011-02-03 22:56 2011-02-01 BRANNON KELYN Officer - Executive VP and CFO SELL $16.30 2,425 $39,524 39,794 -5.7%
2011-01-06 05:08 2011-01-03 Weingarth Roger Officer - EVP and COO OPT+S $16.89 40,000 $675,788 293,051 0.0%
2011-01-05 23:25 2011-01-03 BRANNON KELYN Officer - Executive VP and CFO SELL $16.91 3,250 $54,949 202,219 -1.6%
2011-01-05 23:24 2011-01-03 Pope Kevin Officer - SVP, Product Development SELL $16.82 5,945 $100,009 106,394 -5.3%
2010-12-13 21:24 2010-12-09 Ashby Michael Director SELL $15.90 90,000 $1,431,189 1,554,794 -5.5%
2010-12-08 23:10 2010-12-06 EVERETT MICHAEL T Director SELL $15.66 5,000 $78,317 33,221 -13.1%
2010-12-08 23:09 2010-12-06 MARKS MICHAEL E Director SELL $15.42 64,653 $996,833 22,080 -74.5%
2010-12-06 22:35 2010-12-03 MARKS MICHAEL E Director SELL $15.25 13,267 $202,322 86,733 -13.3%
2010-12-03 23:10 2010-12-01 BRANNON KELYN Officer - Executive VP and CFO SELL $13.00 15,385 $200,005 205,469 -7.0%
2010-12-03 23:10 2010-12-01 Pope Kevin Officer - SVP, Product Development SELL $13.00 7,700 $100,100 112,339 -6.4%
2010-12-03 23:08 2010-12-01 Weingarth Roger Officer - EVP and COO OPT+S $13.58 20,000 $271,600 299,968 0.0%
2010-12-03 23:09 2010-12-01 MARKS MICHAEL E Director SELL $13.25 352,719 $4,671,869 14,786 -96.0%
2010-12-01 01:20 2010-11-29 Pope Kevin Officer - SVP, Product Development SELL $12.63 7,954 $100,484 120,039 -6.2%
SHOW ENTRIES

How to Interpret $CALX Trades

Not every insider transaction in CALIX, INC is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $CALX shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for CALX

Insider activity data for CALIX, INC is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $CALX, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.