Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Caris Life Sciences, Inc.CAI · Entity 3706 | Director | August 14, 2026 | August 14, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Caris Life Sciences, Inc.
Report date August 14, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 133,060 |
Reported balance
After 2026-08-14 transaction · row 1
1 source rowRow 1 · 2026-08-14 · Grant · Acquired 13,192 · Balance 133,060 F1: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 14, 2026 Filed Aug 14, 2026 21:43 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 13,192 | $0.00 | $0.00 |
DisclosureSEC source: 0001239690-26-000005 · wk-form4_1786743801.xml · nonDerivative · entry 1 PHILLIPS T DANNY · CIK 0001239690 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,060 F1 · shares: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement. Read SEC document |
| February 26, 2026 Filed Feb 27, 2026 23:08 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 3,739 | $20.06 | $75,004.34 |
DisclosureSEC source: 0001239690-26-000002 · wk-form4_1772233679.xml · nonDerivative · entry 1 PHILLIPS T DANNY · CIK 0001239690 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,868 F1 · kind: Shares issued in lieu of cash compensation for 2025 board retainer fees. Number of shares determined by dividing the cash retainer earned by the ten trading day average of the daily volume weighted average price per share through and including February 25, 2026. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:29 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionStock Option · Derivative | 100,000 | $0.00 Strike: $2.44 | $0.00 |
DisclosureSEC source: 0001239690-25-000008 · wk-form4_1757708977.xml · derivative · entry 2 PHILLIPS T DANNY · CIK 0001239690 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2025-09-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:29 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionCommon Stock | 100,000 | $2.44 | $244,000.00 |
DisclosureSEC source: 0001239690-25-000008 · wk-form4_1757708977.xml · nonDerivative · entry 1 PHILLIPS T DANNY · CIK 0001239690 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,129 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.