| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Caris Life Sciences, Inc. | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | Common Stock | 121,025,002 | $3,208,372,803 | $26.51 | 11 Aug 2025 | Indirect |
| Caris Life Sciences, Inc. | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | Common Stock | 2,295,133 | $68,280,206 | $29.75 | 11 Aug 2025 | Direct |
| Caris Life Sciences, Inc. | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | Series A Preferred Stock | 0 | 20 Jun 2025 | Indirect | ||
| Caris Life Sciences, Inc. | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | Series B Preferred Stock | 0 | 20 Jun 2025 | Indirect |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000110465925077773-halbert-david-d-2025-08-11 | Caris Life Sciences, Inc. | 11 Aug 2025 | 1 | -$4,223,191 | 4 | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | 13 Aug 2025, 20:05 |
| /report/000110465925060379-halbert-david-d-2025-06-17 | Caris Life Sciences, Inc. | 17 Jun 2025 | 0 | $0 | 3 | Founder, Chairman, and Chief Executive Officer. Exhibit 24 - Power of Attorney., Director, 10%+ Owner | 17 Jun 2025, 21:33 |
| /report/000110465925061808-halbert-david-d-2025-03-25 | Caris Life Sciences, Inc. | 25 Mar 2025 | 5 | $0 | 4 | Officer, Director, 10%+ Owner | 23 Jun 2025, 18:33 |