Jon Halbert - 26 Feb 2026 Form 4 Insider Report for Caris Life Sciences, Inc. (CAI)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
27 Feb 2026, 18:08:30 UTC
Prior SEC filing
17 Jun 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ J. Russel Denton, Attorney-in-Fact

Key filing fact

Jon Halbert filed Form 4 for Caris Life Sciences, Inc. (CAI) on 27 Feb 2026.

Key facts

  • This page summarizes Jon Halbert's Form 4 filing for Caris Life Sciences, Inc. (CAI).
  • 1 reported transaction and 0 derivative rows are listed below.
  • Accepted by SEC: 27 Feb 2026, 18:08.

Change

  • Previous filing in this sequence was filed on 17 Jun 2025.
  • Current net transaction value: +$49,990.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001189394 Primary reporting owner

HALBERT JON

Relationship
Director
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
27 Feb 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CAI transaction

Common Stock

Award

Transaction value
$49,990
Shares
+2,492
Change %
+2.1%
Price
$20.06
Shares after
118,621
Date
26 Feb 2026
Ownership
Direct
Footnotes
F1
CAI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
625,000
Date
26 Feb 2026
Ownership
By LAH Investments, Ltd.
Footnotes
F2, F3
CAI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
625,000
Date
26 Feb 2026
Ownership
By Family Trust
Footnotes
F3
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Shares issued in lieu of cash compensation for 2025 board retainer fees. Number of shares determined by dividing the cash retainer earned by the ten trading day average of the daily volume weighted average price per share through and including February 25, 2026.

Footnote F2

The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein.

Footnote F3

The 1,250,000 shares previously reported as held indirectly by Ke'Ohana Ventures, LLC were distributed in kind to its members. 625,000 shares were distributed to the Jon and Linda Halbert Management Trust, and 625,000 shares were distributed to LAH Investments, Ltd.

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