Comparable stake leader
David D. Halbert
SEC ownership of Caris Life Sciences, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002019410.
Disclosed value leader
David D. Halbert
Comparable rows
50/50
Latest evidence
14 Aug 2026
- Public ticker
- CAI on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
David D. Halbert
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
David D. Halbert
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
14 Aug 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002019410
- Issuer location
- Irving, TX
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Caris Life Sciences, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
David D. Halbert
Disclosed value leader
David D. Halbert
Comparable rows
50/50
Latest evidence
14 Aug 2026
13D/G
3/4/5
13F
Lead comparable stake: 44%
13D/G row: David D. Halbert
Showing 1-8 of 50 holder rows.
Quick read
David D. Halbert leads the comparable SEC ownership view at 44%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens David D. Halbert's linked filing trail.
Comparable ownership
Top 5
David D. Halbert
44%
FMR LLC
11%
J H Whitney VI L P
4%
TSSP Sub-Fund HoldCo LLC
2.6%
RIVERVIEW GROUP LLC
1.3%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| David D. Halbert |
13D/G
3/4/5
Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner
|
44%
|
$3,311,265,907
124,906,296 shares
|
$0 | 30 Jun 2025 |
| FMR LLC |
13F
13D/G
Company
|
11%
from 13D/G
|
$551,063,502
30,923,878 shares
|
— | 30 Jun 2026 |
| J H Whitney VI L P |
13D/G
3/4/5
10%+ Owner
|
4%
|
$211,061,531
11,256,615 shares
|
-$131,250,000 | 30 Jun 2026 |
| TSSP Sub-Fund HoldCo LLC |
13D/G
3/4/5
Alan Waxman · Former 10% Owner
|
2.6%
|
$137,382,019
7,327,041 shares
|
-$132,344,212 | 30 Jun 2026 |
| RIVERVIEW GROUP LLC |
13D/G
Millennium Management LLC
|
1.3%
|
—
3,583,100 shares
|
$0 | 17 Jun 2025 |
| Peter M. Castleman |
3/4/5
Director
|
3.8%
|
$190,383,782
10,683,714 shares
|
— | 14 Aug 2026 |
| Jon Halbert |
3/4/5
Director
|
0.53%
|
$26,559,033
1,490,406 shares
|
+$990,080 | 14 Aug 2026 |
| Brian J. Brille |
3/4/5
Vice Chairman and Executive Vice President, Director
|
0.26%
|
$13,057,817
730,303 shares
|
— | 15 May 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$52,622.
Buys
$1,601,839
Insiders: 4
Sells
$1,654,461
Insiders: 1
Net
-$52,622
Shares: +41,384
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 103,634
Shares: 62,250
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 99,050 | 0 | $1,491,506 | $0 | +$1,491,506 |
| 6-9 | 0 | 62,250 | $0 | $1,654,461 | -$1,654,461 |
| 9-12 | 4,584 | 0 | $110,333 | $0 | +$110,333 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to Caris Life Sciences, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
David D. Halbert
Net 12M change
-$52,622
Latest report
14 Aug 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| David D. Halbert | Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner | $2,209,959,685 | Mixed | 15 May 2026 | ||
| Peter M. Castleman | Director | $190,383,782 | Median | 14 Aug 2026 | ||
| Jon Halbert | Director | $26,559,033 | +$990,080 | +3.9% | Median | 14 Aug 2026 |
| Brian J. Brille | Vice Chairman and Executive Vice President, Director | $13,057,817 | Mixed | 15 May 2026 | ||
| David Baxley Spetzler | President | $9,477,884 | +$9,540 | +0.1% | Mixed | 15 May 2026 |
| George Poste | Director | $9,466,225 | Mixed | 29 May 2026 | ||
| Laura I. Johansen | Director | $6,128,244 | Median | 14 Aug 2026 | ||
| Jonathan Kenneth Charles Knowles | Director | $5,524,544 | Mixed | 29 May 2026 | ||
| J. Russel Denton | Senior Vice President, General Counsel, and Secretary | $3,409,697 | +$100,793 | +3% | Mixed | 15 May 2026 |
| Luke Thomas Power | Senior Vice President, Chief Financial Officer, and Chief Accounting Officer | $2,749,425 | -$1,654,461 | -38% | Mixed | 15 May 2026 |
| Phillips T. Danny | Director | $2,371,129 | Median | 14 Aug 2026 | ||
| Jeff L. Vacirca | Director | $1,120,218 | +$501,426 | +81% | Median | 14 Aug 2026 |
| Lloyd Minor | Director | $566,907 | Median | 14 Aug 2026 | ||
| David Paul Fredrickson | Director | $566,907 | Median | 14 Aug 2026 | ||
| Joseph E. Gilliam | Director | $522,500 | Median | 14 Aug 2026 | ||
| TSSP Sub-Fund HoldCo LLC | Former 10% Owner | Mixed | 20 Jun 2025 | |||
| J H Whitney VI L P | 10%+ Owner | Mixed | 20 Jun 2025 | |||
| ADAPT I Ltd. | 10%+ Owner | Mixed | 20 Jun 2025 |
Recent insider transactions for Caris Life Sciences, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| David Paul Fredrickson | CAI | Common Stock | Award | 70.8% | 13,192 | 31,813 | 14 Aug 2026 | Direct | ||
| Lloyd Minor | CAI | Common Stock | Award | 70.8% | 13,192 | 31,813 | 14 Aug 2026 | Direct | ||
| Jeff L. Vacirca | CAI | Common Stock | Award | 26.6% | 13,192 | 62,863 | 14 Aug 2026 | Direct | ||
| Joseph E. Gilliam | CAI | Common Stock | Award | 81.8% | 13,192 | 29,321 | 14 Aug 2026 | Direct | ||
| Phillips T. Danny | CAI | Common Stock | Award | 11% | 13,192 | 133,060 | 14 Aug 2026 | Direct | ||
| Peter M. Castleman | CAI | Common Stock | Award | 81.8% | 13,192 | 29,321 | 14 Aug 2026 | Direct | ||
| Laura I. Johansen | CAI | Common Stock | Award | 3.99% | 13,192 | 343,897 | 14 Aug 2026 | Direct | ||
| Jon Halbert | CAI | Common Stock | Award | 11.1% | 13,192 | 131,813 | 14 Aug 2026 | Direct | ||
| George Poste | CAI | Common Stock | Award | 9.92% | 1,600 | 17,729 | 29 May 2026 | Direct | ||
| Jonathan Kenneth Charles Knowles | CAI | Common Stock | Award | 0.52% | 1,600 | 308,979 | 29 May 2026 | Direct | ||
| Jon Halbert | CAI | Common Stock | Purchase | 10.7% | $990,080 | $14.56 | 68,000 | 704,598 | 15 May 2026 | By LAH Investments, Ltd. |
| J. Russel Denton | CAI | Common Stock | Tax liability | -3.22% | -6,047 | 181,515 | 15 May 2026 | Direct | ||
| Luke Thomas Power | CAI | Common Stock | Tax liability | -5.97% | -9,771 | 153,771 | 15 May 2026 | Direct | ||
| David Baxley Spetzler | CAI | Common Stock | Tax liability | -2.55% | -13,856 | 530,083 | 15 May 2026 | Direct | ||
| Brian J. Brille | CAI | Common Stock | Tax liability | -5.73% | -13,987 | 230,303 | 15 May 2026 | Direct | ||
| David D. Halbert | CAI | Common Stock | Tax liability | -1.56% | -40,712 | 2,574,533 | 15 May 2026 | Direct | ||
| Jeff L. Vacirca | CAI | Common Stock | Purchase | 166.8% | $501,426 | $16.15 | 31,050 | 49,671 | 11 May 2026 | Direct |
| J. Russel Denton | CAI | Common Stock | Award | 51.8% | 63,971 | 187,562 | 06 Mar 2026 | Direct | ||
| David Baxley Spetzler | CAI | Common Stock | Award | 18% | 83,162 | 543,939 | 06 Mar 2026 | Direct | ||
| Brian J. Brille | CAI | Common Stock | Award | 51.6% | 83,162 | 244,290 | 06 Mar 2026 | Direct | ||
| Luke Thomas Power | CAI | Common Stock | Award | 64.2% | 63,971 | 163,542 | 06 Mar 2026 | Direct | ||
| David D. Halbert | CAI | Common Stock | Award | 14% | 320,112 | 2,615,245 | 06 Mar 2026 | Direct | ||
| Lloyd Minor | CAI | Common Stock | Award | 15.4% | 2,492 | 18,621 | 26 Feb 2026 | Direct | ||
| Jeff L. Vacirca | CAI | Common Stock | Award | 15.4% | 2,492 | 18,621 | 26 Feb 2026 | Direct | ||
| David Paul Fredrickson | CAI | Common Stock | Award | 15.4% | 2,492 | 18,621 | 26 Feb 2026 | Direct | ||
| Jon Halbert | CAI | Common Stock | Award | 2.15% | 2,492 | 118,621 | 26 Feb 2026 | Direct | ||
| Phillips T. Danny | CAI | Common Stock | Award | 3.22% | 3,739 | 119,868 | 26 Feb 2026 | Direct | ||
| Peter M. Castleman | CAI | Common Stock | Award | 29.6% | 5,509 | 24,138 | 26 Feb 2026 | Direct | ||
| Peter M. Castleman | Common Stock | Options Exercise | 15.5% | 2,500 | 18,629 | 09 Jan 2026 | Direct | |||
| Peter M. Castleman | Stock Option | Options Exercise | -100% | -2,500 | 0 | 09 Jan 2026 | Direct | |||
| Luke Thomas Power | Common Stock | Sale | -38.5% | $1,654,461 | $26.58 | -62,250 | 99,571 | 11 Dec 2025 | Direct | |
| Luke Thomas Power | Common Stock | Options Exercise | 62.5% | 62,250 | 161,821 | 11 Dec 2025 | Direct | |||
| Luke Thomas Power | Stock Option | Options Exercise | -100% | -62,250 | 0 | 11 Dec 2025 | Direct | |||
| Brian J. Brille | Common Stock | Gift | -0.4% | -650 | 161,128 | 11 Dec 2025 | Direct | |||
| Brian J. Brille | Common Stock | Gift | -0.4% | -650 | 161,778 | 10 Dec 2025 | Direct | |||
| David Baxley Spetzler | Common Stock | Purchase | 0.09% | $9,540 | $23.85 | 400 | 460,777 | 07 Nov 2025 | Direct | |
| J. Russel Denton | Common Stock | Purchase | 83.7% | $100,793 | $24.09 | 4,184 | 9,184 | 07 Nov 2025 | By Trust | |
| Phillips T. Danny | Common Stock | Options Exercise | 620% | 100,000 | 116,129 | 11 Sep 2025 | Direct | |||
| Phillips T. Danny | Stock Option | Options Exercise | -100% | -100,000 | 0 | 11 Sep 2025 | Direct |
* marks a reported price that did not pass the local price check.