David D. Halbert - 06 Mar 2026 Form 4 Insider Report for Caris Life Sciences, Inc. (CAI)

Key filing fact

David D. Halbert filed Form 4 for Caris Life Sciences, Inc. (CAI) on 10 Mar 2026.

Key facts

This page summarizes David D. Halbert's Form 4 filing for Caris Life Sciences, Inc. (CAI).
1 reported transaction and 0 derivative rows are listed below.
Filing timestamp: 10 Mar 2026, 17:55.

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Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

CIK 0001034380 Primary reporting owner

Relationship: Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner
Address: C/O CARIS LIFE SCIENCES, INC., 750 W. JOHN CARPENTER FREEWAY, SUITE 800, IRVING
Signature: /s/ J. Russel Denton, Attorney-in-Fact
Signature date: 10 Mar 2026

CAI transaction

Award

CAI holding

No transaction description listed

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Id	Content
F1	Represents an award of restricted stock units which vest in accordance with the applicable grant agreement.
F2	The Common Stock reported herein includes (i) 76,261,532 shares of Common Stock held of record by Caris Halbert, L.P., (ii) 8,528,805 shares of Common Stock held of record by ADAPT I Ltd., (iii) 8,414,427 shares of Common Stock held of record by Carisome I, L.P., (iv) 645,149 shares of Common Stock held of record by Caris Investment II Ltd, (v) 2,175,089 shares of Common Stock held of record by Caris Investment III Ltd, and (vi) 25,000,000 shares held of record by Halbert Family Capital, LLC. Caris Investment Management, LLC is the general partner of each of Caris Halbert, L.P., Caris Investment II Ltd., and Caris Investment III Ltd. Two family trusts are separately the general partner of ADAPT I Ltd. and the managing general partner of Carisome I, L.P., respectively. Caris Halbert, L.P. is the managing member of Halbert Family Capital, LLC.
F3	David Dean Halbert is the managing member of Caris Investment Management, LLC and the trustee of each of the two family trusts, and in such capacities, has voting and investment power with respect to the shares held of record by each of the foregoing entities. Mr. Halbert disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Founder, Chairman, and Chief Executive Officer