Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Caris Life Sciences, Inc.CAI · Entity 3706 | See Remarks | May 15, 2026 | May 18, 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 May 15, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 153,771 |
Reported balance
After 2026-05-15 transaction · row 1
1 source rowRow 1 · 2026-05-15 · Tax withholding · Disposed 9,771 · Balance 153,771 F1: Shares withheld for the payment of taxes on the vesting and settlement of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares withheld for the payment of taxes on the vesting and settlement of RSUs.
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 |
|---|---|---|---|---|---|---|
| May 15, 2026 Filed May 18, 2026 20:23 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Tax withholdingCommon Stock | 9,771 | $15.25 | $149,007.75 |
DisclosureSEC source: 0002072013-26-000004 · wk-form4_1779135806.xml · nonDerivative · entry 1 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 153,771 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 22:01 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 63,971 | $0.00 | $0.00 |
DisclosureSEC source: 0002072013-26-000002 · wk-form4_1773180079.xml · nonDerivative · entry 1 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163,542 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 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionStock Option · Derivative | 37,500 | $0.00 Strike: $2.44 | $0.00 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · derivative · entry 6 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,500 shares Expires 2028-11-14 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. F1 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. F4 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionStock Option · Derivative | 24,750 | $0.00 Strike: $2.44 | $0.00 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · derivative · entry 5 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,750 shares Expires 2027-05-30 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 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. F4 · derivative.exercise_date: The stock option is fully vested and exercisable. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | SaleCommon Stock | 1,400 | $27.16 | $38,017.56 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · nonDerivative · entry 4 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,571 F1 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.11 to $27.20, 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 |
| December 11, 2025 Filed Dec 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | SaleCommon Stock | 60,850 | $26.56 | $1,616,443.74 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · nonDerivative · entry 3 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,971 F1 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.11 to $27.07, 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 |
| December 11, 2025 Filed Dec 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionCommon Stock | 37,500 | $2.44 | $91,500.00 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · nonDerivative · entry 2 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,821 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 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. Read SEC document |
| December 11, 2025 Filed Dec 13, 2025 00:39 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | Exercise / conversionCommon Stock | 24,750 | $2.44 | $60,390.00 |
DisclosureSEC source: 0002072013-25-000006 · wk-form4_1765586352.xml · nonDerivative · entry 1 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 124,321 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 · kind: The option exercises and sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 19, 2025. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 22:40 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | GrantCommon Stock | 99,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-061814 · tm2518641-8_4seq1.xml · nonDerivative · entry 1 Power Luke Thomas · CIK 0002072013 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,571 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.