Caris Life Sciences's top three insider shareholders as of July 24, 2026 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 |
|---|---|---|---|---|
| David D Halbert | - | 2,615,245 | 0 | 10 Mar, 2026 |
| George Poste | - | 220,237 | 0 | 13 Aug, 2025 |
| Jon Halbert | - | 118,621 | 0 | 27 Feb, 2026 |
| Peter M Castleman | - | 24,138 | 0 | 27 Feb, 2026 |
| T Danny Phillips | - | 119,868 | 0 | 27 Feb, 2026 |
| H Whitney Vi L P J | - | 0 | 20,256,615 | 23 Jun, 2025 |
| Sub-Fund Holdco Llc Tssp | - | 0 | 24,385,399 | 23 Jun, 2025 |
| Jeff L Vacirca | - | 18,621 | 0 | 27 Feb, 2026 |
| Lloyd Minor | - | 18,621 | 0 | 02 Mar, 2026 |
| John Russel Denton | - | 187,562 | 0 | 10 Mar, 2026 |
| David Paul Fredrickson | - | 18,621 | 0 | 27 Feb, 2026 |
| David Baxley Spetzler | President | 543,939 | 0 | 10 Mar, 2026 |
| Brian J Brille | - | 244,290 | 0 | 10 Mar, 2026 |
| Luke Thomas Power | - | 163,542 | 0 | 10 Mar, 2026 |
| I Ltd. Adapt | - | 0 | 16,943,232 | 23 Jun, 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 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 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 D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 06 Mar, 2026 | Luke Thomas Power | Common Stock | A | 63,971 | $0.00 | 163,542 | D | A |
| 06 Mar, 2026 | David D Halbert | Common Stock | A | 320,112 | $0.00 | 2,615,245 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 06 Mar, 2026 | David Baxley Spetzler | Common Stock | A | 83,162 | $0.00 | 543,939 | D | A |
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | D | A |
| 06 Mar, 2026 | John Russel Denton | Common Stock | A | 63,971 | $0.00 | 187,562 | 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 | Lloyd Minor | Common Stock | A | 2,492 | $20.06 | 18,621 | D | A |
| 26 Feb, 2026 | Lloyd Minor | Common Stock | A | 2,492 | $20.06 | 18,621 | 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 |
| 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 |