Over the 90-day window ending February 07, 2026, Caris Life Sciences's three dominant insider ownership positions are held by TenPercentOwner H Whitney Vi L P J (20.26Mn shares), TenPercentOwner I Ltd. Adapt (16.94Mn shares), Director David D Halbert (2.30Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| H Whitney Vi L P J | 20,256,615 | 23 Jun, 2025 | |
| I Ltd. Adapt | 16,943,232 | 23 Jun, 2025 | |
| David D Halbert | Nan | 2,295,133 | 13 Aug, 2025 |
| Sub-Fund Holdco Llc Tssp | 1,219,271 | 23 Jun, 2025 | |
| David Baxley Spetzler | President | 460,777 | 10 Nov, 2025 |
| George Poste | 220,237 | 13 Aug, 2025 | |
| Brian J Brille | Nan | 161,128 | 12 Dec, 2025 |
| T Danny Phillips | 116,129 | 12 Sep, 2025 | |
| Luke Thomas Power | Nan | 99,571 | 12 Dec, 2025 |
| Peter M Castleman | 18,629 | 13 Jan, 2026 | |
| John Russel Denton | Nan | 9,184 | 10 Nov, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 09 Jan, 2026 | Peter M Castleman | Common Stock | A | 2,500 | $18.60 | 18,629 | D | M |
| 11 Dec, 2025 | Brian J Brille | Common Stock | D | 650 | $0.00 | 161,128 | D | G |
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | D | 60,850 | $26.56 | 100,971 | D | S |
| 11 Dec, 2025 | Luke Thomas Power | - | - | 100,971 | D | |||
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | A | 24,750 | $2.44 | 124,321 | D | M |
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | D | 1,400 | $27.16 | 99,571 | D | S |
| 11 Dec, 2025 | Luke Thomas Power | - | - | 99,571 | D | |||
| 11 Dec, 2025 | Luke Thomas Power | - | - | 161,821 | D | |||
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | A | 37,500 | $2.44 | 161,821 | D | M |
| 11 Dec, 2025 | Luke Thomas Power | - | - | 124,321 | D | |||
| 10 Dec, 2025 | Brian J Brille | Common Stock | D | 650 | $0.00 | 161,778 | D | G |
| 10 Dec, 2025 | Brian J Brille | - | - | 161,778 | D | |||
| 07 Nov, 2025 | John Russel Denton | Common Stock | A | 4,184 | $24.09 | 9,184 | I | P |
| 07 Nov, 2025 | David Baxley Spetzler | - | - | 460,777 | D | |||
| 07 Nov, 2025 | David Baxley Spetzler | Common Stock | A | 400 | $23.85 | 460,777 | D | P |
| 11 Sep, 2025 | T Danny Phillips | Common Stock | A | 100,000 | $2.44 | 116,129 | D | M |
| 11 Sep, 2025 | T Danny Phillips | - | - | 116,129 | D | |||
| 11 Aug, 2025 | David D Halbert | Common Stock | D | 141,956 | $29.75 | 2,295,133 | D | F |
| 11 Aug, 2025 | George Poste | - | - | 311,732 | D | |||
| 11 Aug, 2025 | George Poste | Common Stock | D | 48,022 | $29.75 | 311,732 | D | F |