Caris Life Sciences's top three insider shareholders as of March 23, 2026 are H Whitney Vi L P J (TenPercentOwner, 20.26Mn shares), I Ltd. Adapt (TenPercentOwner, 16.94Mn shares), David D Halbert (See Remarks, 2.62Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| 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 | See Remarks | 2,615,245 | 0 | 10 Mar, 2026 |
| Sub-Fund Holdco Llc Tssp | 0 | 1,219,271 | 23 Jun, 2025 | |
| David Baxley Spetzler | President | 543,939 | 0 | 10 Mar, 2026 |
| Brian J Brille | See Remarks | 244,290 | 0 | 10 Mar, 2026 |
| George Poste | 220,237 | 0 | 13 Aug, 2025 | |
| John Russel Denton | See Remarks | 187,562 | 0 | 10 Mar, 2026 |
| Luke Thomas Power | See Remarks | 163,542 | 0 | 10 Mar, 2026 |
| T Danny Phillips | 119,868 | 0 | 27 Feb, 2026 | |
| Jon Halbert | 118,621 | 0 | 27 Feb, 2026 | |
| David Paul Fredrickson | 18,621 | 0 | 27 Feb, 2026 | |
| Jeff L Vacirca | 18,621 | 0 | 27 Feb, 2026 | |
| Lloyd Minor | 18,621 | 0 | 02 Mar, 2026 | |
| John Russel Denton | See Remarks | 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 | David D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 06 Mar, 2026 | Brian J Brille | Common Stock | A | 83,162 | $0.00 | 244,290 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 06 Mar, 2026 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | D | A |
| 26 Feb, 2026 | Lloyd Minor | 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 | Jeff L Vacirca | 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 |
| 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 | 24,750 | $2.44 | 124,321 | D | M |
| 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 |
| 11 Dec, 2025 | Luke Thomas Power | Stock Option | D | 37,500 | $0.00 | 0 | D | M |
| 07 Nov, 2025 | John Russel Denton | Common Stock | A | 4,184 | $24.09 | 9,184 | I | P |
| 07 Nov, 2025 | David Baxley Spetzler | Common Stock | A | 400 | $23.85 | 460,777 | D | P |