Key facts
- CAI - Caris Life Sciences, Inc. has 18 insiders with reported activity on this page.
- Net insider value flow over the last year: -$1,042,702.
- Recent transaction rows are available for direct filing-level review.
Issuer insider activity is sourced from SEC Forms 3, 4, and 5.
Net insider flow leans to selling over the last 12 months. Net value: -$1,042,702.
$611,759
Shares: 35,634
Insiders: 3
$1,654,461
Shares: 62,250
Insiders: 1
-$1,042,702
Shares: -26,616
Insiders: 2
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 0-3 | 31,050 | 0 | $501,426 | $0 | +$501,426 |
| 3-6 | 0 | 62,250 | $0 | $1,654,461 | -$1,654,461 |
| 6-9 | 4,584 | 0 | $110,333 | $0 | +$110,333 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| David D. Halbert |
13D/G
3/4/5
|
Founder, Chairman, and Chief Executive Officer, Director, 10%+ Owner |
44%
|
124,906,296
|
$3,311,265,907 | $0 | 30 Jun 2025 | |
| FMR LLC |
13F
13D/G
|
Company |
11%
from 13D/G
|
30,785,585
|
$550,446,260 | — | 31 Mar 2026 | |
| J H Whitney VI L P |
13D/G
3/4/5
|
10%+ Owner |
6.5%
|
18,256,615
|
$329,531,901 | -$36,100,000 | 31 Mar 2026 | |
| J. H. Whitney Equity Partners VI, LLC |
13F
|
Company |
6.5%
|
18,256,615
|
$326,428,276 | — | 31 Mar 2026 | |
| Peter M. Castleman |
3/4/5
|
Director |
3.7%
|
10,395,044
|
$275,313,217 | — | 26 Feb 2026 | |
| TSSP Sub-Fund HoldCo LLC |
13D/G
3/4/5
|
Alan Waxman · Former 10% Owner |
5.1%
|
14,385,399
|
$259,656,452 | -$90,250,000 | 31 Mar 2026 | |
| Sixth Street Partners Management Company, L.P. |
13F
|
Company |
5.1%
|
14,385,399
|
$257,210,934 | — | 31 Mar 2026 | |
| COATUE MANAGEMENT LLC |
13F
|
Company |
3.5%
|
9,819,992
|
$175,581,457 | — | 31 Mar 2026 | |
| BRAIDWELL LP |
13F
|
Company |
2.8%
|
8,009,447
|
$143,208,912 | — | 31 Mar 2026 | |
| PointState Capital LP |
13F
|
Company |
2.6%
|
7,360,446
|
$131,604,774 | — | 31 Mar 2026 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
2%
|
5,588,257
|
$99,919,000 | — | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
1.7%
|
4,857,112
|
$86,845,162 | — | 31 Mar 2026 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
1.5%
|
4,371,771
|
$78,168,000 | — | 31 Mar 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13F
|
Company |
1.3%
|
3,758,462
|
$67,201,301 | — | 31 Mar 2026 | |
| Neuberger Berman Group LLC |
13F
|
Company |
1.3%
|
3,590,586
|
$64,199,677 | — | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
|
Company |
1.2%
|
3,329,021
|
$59,522,895 | — | 31 Mar 2026 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
3,460,215
|
$58,304,631 | — | 31 Mar 2026 | |
| ORBIMED ADVISORS LLC |
13F
|
Company |
1%
|
2,806,811
|
$50,185,781 | — | 31 Mar 2026 | |
| UBS Group AG |
13F
|
Company |
0.97%
|
2,745,811
|
$49,095,101 | — | 31 Mar 2026 | |
| LOS ANGELES CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.81%
|
2,289,602
|
$40,938,083 | — | 31 Mar 2026 | |
| Jon Halbert |
3/4/5
|
Director |
0.49%
|
1,368,621
|
$35,504,537 | — | 26 Feb 2026 | |
| Duquesne Family Office LLC |
13F
|
Company |
0.67%
|
1,894,450
|
$33,873,000 | — | 31 Mar 2026 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.57%
|
1,614,286
|
$28,863,434 | — | 31 Mar 2026 | |
| Clearbridge Investments, LLC |
13F
|
Company |
0.55%
|
1,551,774
|
$27,745,714 | — | 31 Mar 2026 | |
| FIL Ltd |
13F
|
Company |
0.55%
|
1,546,091
|
$27,644,107 | — | 31 Mar 2026 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.54%
|
1,527,756
|
$27,316,277 | — | 31 Mar 2026 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.47%
|
1,322,752
|
$23,650,806 | — | 31 Mar 2026 | |
| Invesco Ltd. |
13F
|
Company |
0.43%
|
1,222,278
|
$21,854,331 | — | 31 Mar 2026 | |
| Champlain Investment Partners, LLC |
13F
|
Company |
0.43%
|
1,207,963
|
$21,598,378 | — | 31 Mar 2026 | |
| Capital World Investors |
13F
|
Company |
0.42%
|
1,180,173
|
$21,101,493 | — | 31 Mar 2026 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.41%
|
1,149,133
|
$20,546,499 | — | 31 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.38%
|
1,079,417
|
$19,299,976 | — | 31 Mar 2026 | |
| STATE STREET CORP |
13F
|
Company |
0.35%
|
984,953
|
$17,610,960 | — | 31 Mar 2026 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.33%
|
918,331
|
$16,419,758 | — | 31 Mar 2026 | |
| George Poste |
3/4/5
|
Director |
0.19%
|
527,831
|
$14,706,366 | — | 11 Aug 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.28%
|
778,532
|
$13,920,151 | — | 31 Mar 2026 | |
| Gotham Asset Management, LLC |
13F
|
Company |
0.26%
|
744,426
|
$13,310,337 | — | 31 Mar 2026 | |
| Brian J. Brille |
3/4/5
|
Vice Chairman and Executive Vice President, Director |
0.26%
|
730,303
|
$13,057,817 | — | 15 May 2026 | |
| Woodline Partners LP |
13F
|
Company |
0.26%
|
723,163
|
$12,930,154 | — | 31 Mar 2026 | |
| TD ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
670,388
|
$11,986,537 | — | 31 Mar 2026 | |
| Nuveen, LLC |
13F
|
Company |
0.24%
|
663,578
|
$11,864,775 | — | 31 Mar 2026 | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
13F
|
Company |
0.22%
|
610,233
|
$10,910,966 | — | 31 Mar 2026 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.21%
|
598,712
|
$10,704,973 | — | 31 Mar 2026 | |
| Rock Springs Capital Management LP |
13F
|
Company |
0.2%
|
563,000
|
$10,066,440 | — | 31 Mar 2026 | |
| David Baxley Spetzler |
3/4/5
|
President |
0.19%
|
530,083
|
$9,477,884 | +$9,540 | 15 May 2026 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.19%
|
523,268
|
$9,356,031 | — | 31 Mar 2026 | |
| Trexquant Investment LP |
13F
|
Company |
0.17%
|
490,536
|
$8,770,784 | — | 31 Mar 2026 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.16%
|
449,900
|
$8,044,212 | — | 31 Mar 2026 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.15%
|
410,340
|
$7,336,880 | — | 31 Mar 2026 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.14%
|
408,079
|
$7,296,452 | — | 31 Mar 2026 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |||
| David Baxley Spetzler | Common Stock | Tax liability | -6.23% | -34,782 | 523,886 | 20 Jun 2025 | Direct | |||
| David Baxley Spetzler | Common Stock | Options Exercise | 15.5% | 75,000 | 558,668 | 20 Jun 2025 | Direct | |||
| David Baxley Spetzler | Stock Option | Options Exercise | -100% | -75,000 | 0 | 20 Jun 2025 | Direct | |||
| Jon Halbert | Common Stock | Conversion of derivative security | 1,250,000 | 1,250,000 | 20 Jun 2025 | By Ke'Ohana Ventures, LLC | ||||
| Jon Halbert | Series A Preferred Stock | Conversion of derivative security | -100% | -5,000,000 | 0 | 20 Jun 2025 | By Ke'Ohana Ventures, LLC | |||
| J H Whitney VI L P | Common Stock | Conversion of derivative security | 161.7% | 12,516,834 | 20,256,615 | 20 Jun 2025 | See Footnote | |||
| J H Whitney VI L P | Series A Preferred Stock | Conversion of derivative security | -100% | -50,067,334 | 0 | 20 Jun 2025 | See Footnote | |||
| J. Russel Denton | Common Stock | Purchase | 6.46% | 7,500 | 123,591 | 20 Jun 2025 | Direct | |||
| David D. Halbert | Common Stock | Conversion of derivative security | 644.2% | 104,761,535 | 121,025,002 | 20 Jun 2025 | See Footnotes | |||
| David D. Halbert | Series B Preferred Stock | Conversion of derivative security | -100% | -29,629,630 | 0 | 20 Jun 2025 | See Footnotes | |||
| David D. Halbert | Series A Preferred Stock | Conversion of derivative security | -100% | -389,416,484 | 0 | 20 Jun 2025 | See Footnotes | |||
| ADAPT I Ltd. | Common Stock | Conversion of derivative security | 26% | 3,500,003 | 16,943,232 | 20 Jun 2025 | See Footnotes | |||
| ADAPT I Ltd. | Series A Preferred Stock | Conversion of derivative security | -100% | -14,000,000 | 0 | 20 Jun 2025 | See Footnotes | |||
| Peter M. Castleman | Common Stock | Conversion of derivative security | 40983.6% | 10,245,906 | 10,270,906 | 20 Jun 2025 | By CLS-PF-SPE, LLC | |||
| Peter M. Castleman | Series A Preferred Stock | Conversion of derivative security | -100% | -40,983,607 | 0 | 20 Jun 2025 | By CLS-PF-SPE, LLC | |||
| Brian J. Brille | Common Stock | Purchase | 22.6% | 30,000 | 162,428 | 20 Jun 2025 | Direct | |||
| TSSP Sub-Fund HoldCo LLC | Common Stock | Exercise of in-the-money or at-the-money derivative security | 20.7% | 208,746 | 1,219,271 | 20 Jun 2025 | Held by Sixth Street Specialty Lending, Inc. |