As of April 17, 2026, Caris Life Sciences's top three insider holders are Sub-Fund Holdco Llc Tssp (Other, 24.39Mn shares), H Whitney Vi L P J (TenPercentOwner, 20.26Mn shares), I Ltd. Adapt (TenPercentOwner, 16.94Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Sub-Fund Holdco Llc Tssp | - | 0 | 24,385,399 | 23 Jun, 2025 |
| H Whitney Vi L P J | - | 0 | 20,256,615 | 23 Jun, 2025 |
| I Ltd. Adapt | - | 0 | 16,943,232 | 23 Jun, 2025 |
| David D Halbert | - | 2,615,245 | 0 | 10 Mar, 2026 |
| David Baxley Spetzler | President | 543,939 | 0 | 10 Mar, 2026 |
| Brian J Brille | - | 244,290 | 0 | 10 Mar, 2026 |
| George Poste | - | 220,237 | 0 | 13 Aug, 2025 |
| John Russel Denton | - | 187,562 | 0 | 10 Mar, 2026 |
| Luke Thomas Power | - | 163,542 | 0 | 10 Mar, 2026 |
| T Danny Phillips | - | 119,868 | 0 | 27 Feb, 2026 |
| Jon Halbert | - | 118,621 | 0 | 27 Feb, 2026 |
| Peter M Castleman | - | 24,138 | 0 | 27 Feb, 2026 |
| Jeff L Vacirca | - | 18,621 | 0 | 27 Feb, 2026 |
| David Paul Fredrickson | - | 18,621 | 0 | 27 Feb, 2026 |
| Lloyd Minor | - | 18,621 | 0 | 02 Mar, 2026 |
| John Russel Denton | - | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Mar, 2026 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 06 Mar, 2026 | Brian J Brille | Common Stock | A | 83,162 | $0.00 | 244,290 | D | A |
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | D | A |
| 06 Mar, 2026 | David D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 26 Feb, 2026 | Lloyd Minor | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Peter M Castleman | Common Stock | A | 5,509 | $20.06 | 24,138 | D | A |
| 26 Feb, 2026 | Jeff L Vacirca | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | T Danny Phillips | Common Stock | A | 3,739 | $20.06 | 119,868 | D | A |
| 26 Feb, 2026 | David Paul Fredrickson | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Jon Halbert | Common Stock | A | 2,492 | $20.06 | 118,621 | D | A |
| 09 Jan, 2026 | Peter M Castleman | Common Stock | A | 2,500 | $18.60 | 18,629 | D | M |
| 09 Jan, 2026 | Peter M Castleman | Stock Option | D | 2,500 | $0.00 | 0 | D | M |
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | A | 24,750 | $2.44 | 124,321 | D | M |
| 10 Dec, 2025 | Brian J Brille | Common Stock | D | 650 | $0.00 | 161,778 | D | G |
| 11 Dec, 2025 | Luke Thomas Power | Common Stock | A | 37,500 | $2.44 | 161,821 | 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 | Common Stock | D | 1,400 | $27.16 | 99,571 | D | S |
| 11 Dec, 2025 | Luke Thomas Power | Stock Option | D | 24,750 | $0.00 | 0 | D | M |