Caris Life Sciences Inc

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Caris Life Sciences Inc
TickerCAI
CIK #0002019410
CUSIP12477X106
SectorLife Sciences - Services-Medical Laboratories
Address750 W John Carpenter Freeway Suite 800, Irving, TX 75039
Source [EDGAR]
CIK Filing 2011 - 2026
[0002019410] 10-K
[0002019410] 10-Q
[0002019410] 3
[0002019410] 4
[0002019410] 8-K
[0002019410] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
FMR LLC Caris Life Sciences Inc [2026-02-05] 0.0
J H Whitney VI L P Caris Life Sciences Inc [2025-08-14] 0.0
Halbert David D Caris Life Sciences Inc [2025-08-13] 0.0
TSSP Sub-Fund HoldCo LLC Caris Life Sciences Inc [2025-07-28] 0.0
Riverview Group LLC Caris Life Sciences Inc [2025-06-24] 0.0
Form 3/4/5 Filer 2011 - 2026
Caris Life Sciences Inc
Knowles Jonathan Kenneth Charles
Poste George
Power Luke Thomas
Halbert David D
Denton John Russel
Brille Brian J
Spetzler David Baxley
Vacirca Jeff L
Minor Lloyd
Phillips T Danny
Castleman Peter M
Halbert Jon
Fredrickson David Paul
Waxman Alan
TSSP Sub-Fund HoldCo LLC
Adapt I Ltd
Carisome I LP
Caris Halbert LP
J H Whitney VI L P
J H Whitney Equity Partners VI LLC
Williams Robert M Jr
Vigano Paul R
Gilliam Joseph E
Johansen Laura I
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Spetzler David Baxley
Common Stock
2026-03-06 Grant 83,162 $0.00
Power Luke Thomas
Common Stock
2026-03-06 Grant 63,971 $0.00
Denton John Russel
Common Stock
2026-03-06 Grant 63,971 $0.00
Brille Brian J
Common Stock
2026-03-06 Grant 83,162 $0.00
Halbert David D
Common Stock
2026-03-06 Grant 320,112 $0.00
Minor Lloyd
Common Stock
2026-02-26 Grant 2,492 $20.06 49,990
Vacirca Jeff L
Common Stock
2026-02-26 Grant 2,492 $20.06 49,990
Fredrickson David Paul
Common Stock
2026-02-26 Grant 2,492 $20.06 49,990
Halbert Jon
Common Stock
2026-02-26 Grant 2,492 $20.06 49,990
Phillips T Danny
Common Stock
2026-02-26 Grant 3,739 $20.06 75,004
Castleman Peter M
Common Stock
2026-02-26 Grant 5,509 $20.06 110,511
Castleman Peter M
Common Stock
2026-01-09 Option exercise 2,500 $18.60 46,500
Castleman Peter M
Stock Option · derivative
2026-01-09 Option exercise 2,500 $0.00
Power Luke Thomas
Common Stock
2025-12-11 Sell 60,850 $26.56 1,616,176
Power Luke Thomas
Common Stock
2025-12-11 Option exercise 24,750 $2.44 60,390
Power Luke Thomas
Common Stock
2025-12-11 Sell 1,400 $27.16 38,024
Power Luke Thomas
Common Stock
2025-12-11 Option exercise 37,500 $2.44 91,500
Brille Brian J
Common Stock
2025-12-11 Gift 650 $0.00
Power Luke Thomas
Stock Option · derivative
2025-12-11 Option exercise 24,750 $0.00
Power Luke Thomas
Stock Option · derivative
2025-12-11 Option exercise 37,500 $0.00
showing 20 of 80 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 203 147,409,846
2025-12-31 187 131,707,010
2025-09-30 142 99,772,067
2025-06-30 118 92,654,799
2021-09-30 131 15,381,524
2021-06-30 146 15,882,465
2021-03-31 144 14,169,013
2020-12-31 119 16,494,192
2020-09-30 92 14,850,440
2020-06-30 85 14,874,349
2020-03-31 85 15,032,324
2019-12-31 95 15,779,234
Form 13F Holdings
Firm Period DFND Voting Shares
Zevenbergen Capital Investments LLC [2026-06-30] SOLE 412,168 613,533
Zevenbergen Capital Investments LLC [2026-06-30] OTR 188,550 188,550
Salem Investment Counselors Inc [2026-06-30] SOLE 75,000 100,000
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 46,068 46,068
Diversified Trust Co [2026-06-30] SOLE 0 37,325
Handelsbanken Fonder AB [2026-06-30] SOLE 0 36,300
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 435 25,333
Courier Capital LLC [2026-06-30] SOLE 0 24,000
Versant Capital Management Inc [2026-06-30] SOLE 1,938 1,938
Olistico Wealth LLC [2026-06-30] SOLE 1,423 1,423
Vermillion Wealth Management Inc [2026-06-30] SOLE 0 1,000
Gamma Investing LLC [2026-06-30] DFND 542 542
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 530
Elevation Wealth Partners LLC [2026-06-30] SOLE 0 270
First Horizon Corp [2026-06-30] DFND 0 154
Farther Finance Advisors LLC [2026-06-30] SOLE 0 128
Financial Management Professionals Inc [2026-06-30] SOLE 0 96
Activest Wealth Management [2026-06-30] SOLE 0 60
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 25 25
Park Avenue Securities LLC [2026-06-30] SOLE 0 15
Cedar Mountain Advisors LLC [2026-06-30] SOLE 0 5
IFP Advisors LLC [2026-06-30] SOLE 3 3
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