SEC ownership of Caris Life Sciences, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002019410.

Comparable stake leader

David D. Halbert

Disclosed value leader

David D. Halbert

Comparable rows

50/50

Latest evidence

29 May 2026

Top shareholders Insider holders Latest transactions
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
Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
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
29 May 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0002019410
Issuer location
Irving, TX

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
29 May 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 6.5%
TSSP Sub-Fund HoldCo LLC 5.1%
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
13D/G 3/4/5
44%
$3,311,265,907
124,906,296 shares
 $0 30 Jun 2025
FMR LLC
13F 13D/G
Company
13F 13D/G
11%
from 13D/G
$550,446,260
30,785,585 shares
 — 31 Mar 2026
J H Whitney VI L P
13D/G 3/4/5
10%+ Owner
13D/G 3/4/5
6.5%
$329,531,901
18,256,615 shares
 -$36,100,000 31 Mar 2026
TSSP Sub-Fund HoldCo LLC
13D/G 3/4/5
Alan Waxman · Former 10% Owner
13D/G 3/4/5
5.1%
$259,656,452
14,385,399 shares
 -$90,250,000 31 Mar 2026
RIVERVIEW GROUP LLC
13D/G
Millennium Management LLC
13D/G
1.3%
—
3,583,100 shares
 $0 17 Jun 2025
Peter M. Castleman
3/4/5
Director
3/4/5
3.7%
$275,313,217
10,395,044 shares
 — 26 Feb 2026
Jon Halbert
3/4/5
Director
3/4/5
0.52%
$23,089,321
1,461,106 shares
 +$990,080 15 May 2026
Brian J. Brille
3/4/5
Vice Chairman and Executive Vice President, Director
3/4/5
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 99,050 0 $1,491,506 $0 +$1,491,506
3-6 0 0 $0 $0 $0
6-9 4,584 62,250 $110,333 $1,654,461 -$1,544,129
9-12 0 0 $0 $0 $0

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
29 May 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 $275,313,217 Mixed 26 Feb 2026
Jon Halbert Director $23,089,321 +$990,080 +4.5% Mixed 15 May 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
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 $2,404,552 Mixed 26 Feb 2026
Jeff L. Vacirca Director $802,136 +$501,426 +167% Filing P/S 11 May 2026
David Paul Fredrickson Director $373,537 Mixed 26 Feb 2026
Lloyd Minor Director $373,537 Mixed 26 Feb 2026
Joseph E. Gilliam Director Mixed 17 Jun 2025
Laura I. Johansen Director Mixed 17 Jun 2025
J H Whitney VI L P 10%+ Owner Mixed 20 Jun 2025
TSSP Sub-Fund HoldCo LLC Former 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
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
George Poste Common Stock Tax liability -38.8% -139,517 220,237 11 Aug 2025 Direct
George Poste Common Stock Options Exercise 53.2% 125,000 359,754 11 Aug 2025 Direct
George Poste Stock Option Options Exercise 125,000 0 11 Aug 2025 Direct
David Baxley Spetzler Common Stock Tax liability -12.1% -63,509 460,377 11 Aug 2025 Direct
David D. Halbert Common Stock Tax liability -5.82% -141,956 2,295,133 11 Aug 2025 Direct
* marks a reported price that did not pass the local price check.
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