Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Caris Life Sciences, Inc.CAI · Entity 3706 | Director · See Remarks | September 17, 2026 | September 17, 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 September 17, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 230,303 |
Ending reported balance
After 2026-09-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-09-17 · Exercise / conversion · Acquired 400,000 · Balance 630,303 Row 2 · 2026-09-17 · Sale · Disposed 400,000 · Balance 230,303 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.2100 to $30.5650, inclusive. The reporting person undertakes to provide to Caris Life Sciences, Inc., any security holder of Caris Life Sciences, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $2.44 · Expires 2028-01-14 | Direct | 1,600,000 |
Reported balance
After 2026-09-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-17 · Exercise / conversion · Disposed 400,000 · Balance 1,600,000 F4: The stock option is fully vested and exercisable. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 500,000 |
Reported balance
Holding disclosure · report date 2026-09-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 500,000 F2: The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein. F3: By a family trust, with shares previously held in multiple family trusts consolidated into a single trust. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.2100 to $30.5650, inclusive. The reporting person undertakes to provide to Caris Life Sciences, Inc., any security holder of Caris Life Sciences, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The Reporting Person disclaims beneficial ownership except to the extent of his pecuniary interest therein.
F3: By a family trust, with shares previously held in multiple family trusts consolidated into a single trust.
F4: The stock option is fully vested and exercisable.
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 |
|---|---|---|---|---|---|---|
| September 17, 2026 Filed Sep 17, 2026 22:08 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionStock Option · Derivative | 400,000 | $0.00 Strike: $2.44 | $0.00 |
DisclosureSEC source: 0002071959-26-000008 · wk-form4_1789682909.xml · derivative · entry 4 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,600,000 Underlying: Common Stock · 400,000 shares Expires 2028-01-14 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. F4 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| September 17, 2026 Filed Sep 17, 2026 22:08 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | SaleCommon Stock | 400,000 | $30.33 | $12,132,080.00 |
DisclosureSEC source: 0002071959-26-000008 · wk-form4_1789682909.xml · nonDerivative · entry 2 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,303 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $30.2100 to $30.5650, inclusive. The reporting person undertakes to provide to Caris Life Sciences, Inc., any security holder of Caris Life Sciences, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 17, 2026 Filed Sep 17, 2026 22:08 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionCommon Stock | 400,000 | $2.44 | $976,000.00 |
DisclosureSEC source: 0002071959-26-000008 · wk-form4_1789682909.xml · nonDerivative · entry 1 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630,303 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 |
| May 15, 2026 Filed May 18, 2026 20:23 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Tax withholdingCommon Stock | 13,987 | $15.25 | $213,301.75 |
DisclosureSEC source: 0002071959-26-000006 · wk-form4_1779135780.xml · nonDerivative · entry 1 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 230,303 F1 · shares: Shares withheld for the payment of taxes on the vesting and settlement of RSUs. Read SEC document |
| March 06, 2026 Filed Mar 10, 2026 21:59 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 83,162 | $0.00 | $0.00 |
DisclosureSEC source: 0002071959-26-000004 · wk-form4_1773179971.xml · nonDerivative · entry 1 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 244,290 F1 · shares: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement. Read SEC document |
| December 11, 2025 Filed Dec 12, 2025 23:22 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0002071959-25-000009 · wk-form4_1765581770.xml · nonDerivative · entry 2 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,128 Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 23:22 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GiftCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0002071959-25-000009 · wk-form4_1765581770.xml · nonDerivative · entry 1 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,778 Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 22:30 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | PurchaseCommon Stock | 30,000 | $21.00 | $630,000.00 |
DisclosureSEC source: 0001104659-25-061802 · tm2518641-1_4seq1.xml · nonDerivative · entry 2 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,428 Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 22:30 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 132,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-061802 · tm2518641-1_4seq1.xml · nonDerivative · entry 1 Brille Brian J · CIK 0002071959 · Director · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,428 F1 · shares: Represents an award of restricted stock units which vest in accordance with the applicable grant agreement. 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.