Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Caris Life Sciences, Inc.
Report date June 20, 2025 · Filed June 23, 2025
Jointly reported with J. H. Whitney Equity Partners VI, LLC, VIGANO PAUL R, WILLIAMS ROBERT M JR
Section 16 reporting ended · disclosed 2025-06-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 20,256,615 |
Reported balance
After 2025-06-20 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2025-06-20 · Conversion · Acquired 12,516,834 · Balance 20,256,615 F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. |
| Series A Preferred StockSEC Table II · derivative / convertible security | IndirectSee Footnote | 0 |
Reported balance
After 2025-06-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-06-20 · Conversion · Disposed 50,067,334 · Balance 0 F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock.
F2: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein.
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 |
|---|---|---|---|---|---|---|
| June 20, 2025 Filed Jun 23, 2025 22:36 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | ConversionSeries A Preferred Stock · Derivative | 50,067,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-061811 · tm2518641-6_4seq1.xml · derivative · entry 2 J H Whitney VI L P · CIK 0001325073 · 10% owner J. H. Whitney Equity Partners VI, LLC · CIK 0001394517 · 10% owner VIGANO PAUL R · CIK 0001239606 · 10% owner WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 12,516,834 shares Expires not disclosed 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_price: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F1 · kind: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F1 · derivative.exercise_date: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F1 · derivative.expiration_date: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F2 · ownership.nature: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. Read SEC document |
| June 20, 2025 Filed Jun 23, 2025 22:36 UTC | Caris Life Sciences, Inc. CAI · Entity 3706 | ConversionCommon Stock | 12,516,834 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-25-061811 · tm2518641-6_4seq1.xml · nonDerivative · entry 1 J H Whitney VI L P · CIK 0001325073 · 10% owner J. H. Whitney Equity Partners VI, LLC · CIK 0001394517 · 10% owner VIGANO PAUL R · CIK 0001239606 · 10% owner WILLIAMS ROBERT M JR · CIK 0001239610 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: No plan indicated Ownership: Indirect · See Footnote Disclosed balance after: 20,256,615 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: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F1 · price: Each share of preferred stock automatically converted into 0.25 shares of Common Stock of the Issuer upon the closing of the initial public offering of the Issuer's Common Stock. F2 · ownership.nature: The securities reported herein are held of record by J.H. Whitney VI L.P. J.H. Whitney Equity Partners VI, LLC is the sole general partner of J.H. Whitney VI L.P. Paul R. Vigano and Robert M. Williams, Jr., as the managing members of J.H. Whitney Equity Partners VI, LLC, share voting and investment power with respect to the shares held by J.H. Whitney VI L.P. Each of J.H. Whitney Equity Partners VI, LLC, Paul R. Vigano and Robert M. Williams, Jr. disclaims beneficial ownership of such securities except to the extent of its or his pecuniary interest therein. 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.