Caris Halbert, L.P.
SEC CIK 2072109 · EDGAR
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| CAI | Caris Life Sciences, Inc. | Dir, 10% | 121.03M | — | — | 2 | 2025-03-25 | 2025-06-20 |
Most active insiders at CAI, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | Spetzler David Baxley | Pres | $9,540 | $14.83M |
| 2 | Brille Brian J | See Remarks, Dir | — | $12.13M |
| 3 | Power Luke Thomas | See Remarks | — | $1.65M |
| 4 | HALBERT JON | Dir | $990.1K | — |
| 5 | Vacirca Jeff L | Dir | $501.4K | — |
| 6 | Denton John Russel | See Remarks | $100.8K | $238.6K |
| 7 | Fredrickson David Paul | Dir | — | — |
| 8 | Minor Lloyd | Dir | — | — |
| 9 | Gilliam Joseph E | Dir | — | — |
| 10 | Knowles Jonathan Kenneth Charles | Dir | — | — |
Caris Halbert, L.P. made no open-market trades at CAI in the last 12 months.
Transactions 2
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2025-06-23 | 2025-03-25+ | CAI | Caris Life Sciences, Inc. | Caris Halbert, L.P. | Dir, 10% | A - Grant | $0.00 | +774.6K | 2.44M | +47% | $0 |
| DI | 2025-06-23 | 2025-06-20 | CAI | Caris Life Sciences, Inc. | Caris Halbert, L.P. | Dir, 10% | C - Cnv Deriv | $0.00 | +104.76M | 121.03M | +644% | $0 |
Purchase Sale Sale after option exercise All abbreviations