
Caris Life Sciences, Inc.
CAIHealthcare|Biotechnology|US
$25.23
-0.80 (-3.07%)
Tangible Book / Share
$2.18
Graham Number
$4.14
Cash / Share
$2.70
Ownership Breakdown
4.0%
Float
282.6M
Shares Outstanding
11.3M
Float Shares
Major Holders (15)
Combined: 140.2%
Holders of 5%+ from their latest Schedule 13D/13G filing in the last two years. Percentages are as of each filing date.
| Holder | Type | % of Class | Shares | Filed | Filing |
|---|---|---|---|---|---|
| David D. Halbert | Individual | 44.10% | 124,906,296 | Aug 13, 2025 | 13D/G |
| Caris Halbert, L.P. | Partnership | 36.00% | 101,261,532 | Aug 13, 2025 | 13D/G |
| FMR LLC | Holding company | 13.40% | 37,795,316 | Nov 5, 2026 | 13D/G |
| Abigail P. Johnson | Individual | 13.40% | 37,795,316 | Nov 5, 2026 | 13D/G |
| J H Whitney VI LP | Partnership | 7.30% | 20,256,615 | Aug 14, 2025 | 13D/G |
| J. H. Whitney Equity Partners VI, LLC | HC, OO | 4.00% | 11,256,615 | Aug 12, 2026 | 13D/G |
| Vigano Paul R | HC, IN | 4.00% | 11,256,615 | Aug 12, 2026 | 13D/G |
| Williams Robert M JR | HC, IN | 4.00% | 11,256,615 | Aug 12, 2026 | 13D/G |
| J H Whitney VI L P | Partnership | 4.00% | 11,256,615 | Aug 12, 2026 | 13D/G |
| Alan Waxman | HC, IN | 2.60% | 7,327,041 | Aug 7, 2026 | 13D/G |
| TSSP Sub-Fund HoldCo, LLC | Other | 2.40% | 6,732,770 | Aug 7, 2026 | 13D/G |
| Millennium Management LLC | Other | 1.30% | 3,583,100 | Jun 24, 2025 | 13D/G |
| Millennium Group Management LLC | Other | 1.30% | 3,583,100 | Jun 24, 2025 | 13D/G |
| Israel A. Englander | Individual | 1.30% | 3,583,100 | Jun 24, 2025 | 13D/G |
| Riverview Group LLC | Other | 1.10% | 2,985,503 | Jun 24, 2025 | 13D/G |
Insider Trades (100)
Last 4 quarters: 2,560,714 acquired · 2,842,635 disposed
| Insider | Position | Date | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| Denton John Russel | See Remarks | Sep 22, 2026 | SELL | 7,500 | $31.82 | $238.6K | Form 4 |
| Brille Brian J | director, officer: See Remarks | Sep 17, 2026 | OPTION EX. | 400,000 | $2.44 | $976.0K | Form 4 |
| Brille Brian J | director, officer: See Remarks | Sep 17, 2026 | OPTION EX. | 400,000 | $2.44 | $976.0K | Form 4 |
| Brille Brian J | director, officer: See Remarks | Sep 17, 2026 | SELL | 400,000 | $30.33 | $12.1M | Form 4 |
| Spetzler David Baxley | President | Sep 3, 2026 | OPTION EX. | 1,000,000 | $2.44 | $2.4M | Form 4 |
| Spetzler David Baxley | President | Sep 4, 2026 | OPTION EX. | 250,000 | $2.44 | $610.0K | Form 4 |
| Spetzler David Baxley | President | Sep 4, 2026 | SELL | 119,212 | $24.76 | $3.0M | Form 4 |
| Spetzler David Baxley | President | Sep 3, 2026 | SELL | 393,100 | $24.76 | $9.7M | Form 4 |
| Spetzler David Baxley | President | Sep 3, 2026 | SELL | 84,900 | $25.32 | $2.1M | Form 4 |
| Spetzler David Baxley | President | Sep 3, 2026 | OPTION EX. | 1,000,000 | $2.44 | $2.4M | Form 4 |
| Spetzler David Baxley | President | Sep 4, 2026 | OPTION EX. | 250,000 | $2.44 | $610.0K | Form 4 |
| CASTLEMAN PETER M | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| PHILLIPS T DANNY | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| Minor Lloyd | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| Gilliam Joseph E | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| Fredrickson David Paul | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| Vacirca Jeff L | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| JOHANSEN LAURA I | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| HALBERT JON | director | Aug 14, 2026 | AWARD | 13,192 | — | — | Form 4 |
| HALBERT JON | director | May 15, 2026 | BUY | 68,000 | $14.56 | $990.1K | Form 4 |
| POSTE GEORGE | director | May 29, 2026 | AWARD | 1,600 | $15.62 | $25.0K | Form 4 |
| Knowles Jonathan Kenneth Charles | director | May 29, 2026 | AWARD | 1,600 | $15.62 | $25.0K | Form 4 |
| Denton John Russel | See Remarks | May 15, 2026 | TAX W/H | 6,047 | $15.25 | $92.2K | Form 4 |
| Power Luke Thomas | See Remarks | May 15, 2026 | TAX W/H | 9,771 | $15.25 | $149.0K | Form 4 |
| Spetzler David Baxley | President | May 15, 2026 | TAX W/H | 13,856 | $15.25 | $211.3K | Form 4 |
| Brille Brian J | director, officer: See Remarks | May 15, 2026 | TAX W/H | 13,987 | $15.25 | $213.3K | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | May 15, 2026 | TAX W/H | 40,712 | $15.25 | $620.9K | Form 4 |
| Vacirca Jeff L | director | May 11, 2026 | BUY | 31,050 | $16.15 | $501.4K | Form 4 |
| Power Luke Thomas | See Remarks | Mar 6, 2026 | AWARD | 63,971 | — | — | Form 4 |
| Denton John Russel | See Remarks | Mar 6, 2026 | AWARD | 63,971 | — | — | Form 4 |
| Spetzler David Baxley | President | Mar 6, 2026 | AWARD | 83,162 | — | — | Form 4 |
| Brille Brian J | director, officer: See Remarks | Mar 6, 2026 | AWARD | 83,162 | — | — | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Mar 6, 2026 | AWARD | 320,112 | — | — | Form 4 |
| Minor Lloyd | director | Feb 26, 2026 | AWARD | 2,492 | $20.06 | $50.0K | Form 4 |
| Vacirca Jeff L | director | Feb 26, 2026 | AWARD | 2,492 | $20.06 | $50.0K | Form 4 |
| Fredrickson David Paul | director | Feb 26, 2026 | AWARD | 2,492 | $20.06 | $50.0K | Form 4 |
| HALBERT JON | director | Feb 26, 2026 | AWARD | 2,492 | $20.06 | $50.0K | Form 4 |
| PHILLIPS T DANNY | director | Feb 26, 2026 | AWARD | 3,739 | $20.06 | $75.0K | Form 4 |
| CASTLEMAN PETER M | director | Feb 26, 2026 | AWARD | 5,509 | $20.06 | $110.5K | Form 4 |
| CASTLEMAN PETER M | director | Jan 9, 2026 | OPTION EX. | 2,500 | $18.60 | $46.5K | Form 4 |
| CASTLEMAN PETER M | director | Jan 9, 2026 | OPTION EX. | 2,500 | $18.60 | $46.5K | Form 4 |
| Power Luke Thomas | See Remarks | Dec 11, 2025 | OPTION EX. | 37,500 | $2.44 | $91.5K | Form 4 |
| Power Luke Thomas | See Remarks | Dec 11, 2025 | OPTION EX. | 24,750 | $2.44 | $60.4K | Form 4 |
| Power Luke Thomas | See Remarks | Dec 11, 2025 | SELL | 60,850 | $26.56 | $1.6M | Form 4 |
| Power Luke Thomas | See Remarks | Dec 11, 2025 | SELL | 1,400 | $27.16 | $38.0K | Form 4 |
| Power Luke Thomas | See Remarks | Dec 11, 2025 | OPTION EX. | 37,500 | $2.44 | $91.5K | Form 4 |
| Brille Brian J | director, officer: See Remarks | Dec 10, 2025 | GIFT | 650 | — | — | Form 4 |
| Brille Brian J | director, officer: See Remarks | Dec 11, 2025 | GIFT | 650 | — | — | Form 4 |
| Denton John Russel | See Remarks | Nov 7, 2025 | BUY | 4,184 | $24.09 | $100.8K | Form 4 |
| Spetzler David Baxley | President | Nov 7, 2025 | BUY | 400 | $23.85 | $9.5K | Form 4 |
| PHILLIPS T DANNY | director | Sep 11, 2025 | OPTION EX. | 100,000 | $2.44 | $244.0K | Form 4 |
| PHILLIPS T DANNY | director | Sep 11, 2025 | OPTION EX. | 100,000 | $2.44 | $244.0K | Form 4 |
| POSTE GEORGE | director | Aug 11, 2025 | OPTION EX. | 125,000 | $2.44 | $305.0K | Form 4 |
| POSTE GEORGE | director | Aug 11, 2025 | TAX W/H | 48,022 | $29.75 | $1.4M | Form 4 |
| POSTE GEORGE | director | Aug 11, 2025 | TAX W/H | 91,495 | $29.75 | $2.7M | Form 4 |
| POSTE GEORGE | director | Aug 11, 2025 | OPTION EX. | 125,000 | $2.44 | $305.0K | Form 4 |
| Spetzler David Baxley | President | Aug 11, 2025 | TAX W/H | 63,509 | $29.75 | $1.9M | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Aug 11, 2025 | TAX W/H | 141,956 | $29.75 | $4.2M | Form 4 |
| Spetzler David Baxley | President | Mar 3, 2025 | AWARD | 750,000 | $18.60 | $14.0M | Form 4 |
| Spetzler David Baxley | President | Jun 20, 2025 | OPTION EX. | 75,000 | $2.44 | $183.0K | Form 4 |
| Spetzler David Baxley | President | Jun 20, 2025 | TAX W/H | 34,782 | $27.25 | $947.8K | Form 4 |
| Spetzler David Baxley | President | Jun 18, 2025 | AWARD | 132,428 | — | — | Form 4 |
| Spetzler David Baxley | President | Mar 3, 2025 | DISPOSED | 700,509 | $18.60 | $13.0M | Form 4 |
| Spetzler David Baxley | President | Jun 20, 2025 | OPTION EX. | 75,000 | $2.44 | $183.0K | Form 4 |
| Power Luke Thomas | See Remarks | Jun 18, 2025 | AWARD | 99,321 | — | — | Form 4 |
| HALBERT JON | director | Jun 20, 2025 | CONVERSION | 1,250,000 | — | — | Form 4 |
| HALBERT JON | director | Feb 27, 2025 | AWARD | 16,129 | — | — | Form 4 |
| HALBERT JON | director | Jun 20, 2025 | CONVERSION | 5,000,000 | — | — | Form 4 |
| J H Whitney VI L P | 10 percent owner | Jun 20, 2025 | CONVERSION | 12,516,834 | — | — | Form 4 |
| J H Whitney VI L P | 10 percent owner | Jun 20, 2025 | CONVERSION | 50,067,334 | — | — | Form 4 |
| Denton John Russel | See Remarks | Mar 3, 2025 | AWARD | 255,000 | $18.60 | $4.7M | Form 4 |
| Denton John Russel | See Remarks | Jun 20, 2025 | BUY | 7,500 | $21.00 | $157.5K | Form 4 |
| Denton John Russel | See Remarks | Jun 18, 2025 | AWARD | 99,321 | — | — | Form 4 |
| Denton John Russel | See Remarks | Mar 3, 2025 | DISPOSED | 238,230 | $18.60 | $4.4M | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Jun 20, 2025 | CONVERSION | 104,761,535 | — | — | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Jun 18, 2025 | AWARD | 413,839 | — | — | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Mar 25, 2025 | AWARD | 360,750 | — | — | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Jun 20, 2025 | CONVERSION | 389,416,484 | — | — | Form 4 |
| HALBERT DAVID D | director, 10 percent owner, officer: See Remarks | Jun 20, 2025 | CONVERSION | 29,629,630 | — | — | Form 4 |
| ADAPT I Ltd. | 10 percent owner | Jun 20, 2025 | CONVERSION | 3,500,003 | — | — | Form 4 |
| ADAPT I Ltd. | 10 percent owner | Jun 20, 2025 | CONVERSION | 14,000,000 | — | — | Form 4 |
| CASTLEMAN PETER M | director | Jun 20, 2025 | CONVERSION | 10,245,906 | — | — | Form 4 |
| CASTLEMAN PETER M | director | Feb 27, 2025 | AWARD | 16,129 | — | — | Form 4 |
| CASTLEMAN PETER M | director | Feb 27, 2025 | AWARD | 2,500 | $18.60 | $46.5K | Form 4 |
| CASTLEMAN PETER M | director | Jun 20, 2025 | CONVERSION | 40,983,607 | — | — | Form 4 |
| Brille Brian J | director, officer: See Remarks | Jun 20, 2025 | BUY | 30,000 | $21.00 | $630.0K | Form 4 |
| Brille Brian J | director, officer: See Remarks | Jun 18, 2025 | AWARD | 132,428 | — | — | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 10,103,175 | — | — | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | X | 1,711,113 | $1.93 | $3.3M | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | X | 2,255,048 | $1.61 | $3.6M | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 3,881,988 | $0.00 | $3.9K | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 3,493,789 | $0.00 | $3.5K | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 1,721,015 | $0.00 | $1.7K | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | X | 90,059 | $1.93 | $173.8K | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | X | 118,687 | $1.61 | $191.1K | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 531,746 | — | — | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 478,779 | $0.00 | $478.78 | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 1,915,114 | — | — | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | CONVERSION | 23,574,073 | — | — | Form 4 |
| TSSP Sub-Fund HoldCo LLC | other: Former 10% Owner | Jun 20, 2025 | DISPOSED | 684,731 | — | — | Form 4 |