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CAI · Caris Life Sciences, Inc.
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CAI Caris Life Sciences (CAI) Insider Trading, Ownership & Congress Trades

Healthcare Services · Services-medical laboratories · CIK 0002019410
Quote by TradingView
Form 144 · 7
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
171
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $4.0M priced

What the filings say about CAI

Insiders, 180 days
-$25.7M net sold
2 buyers · 3 sellers · 0% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$30.8M
7 notices

Caris Life Sciences insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Caris Life Sciences, Inc. insiders sold a net $25.7M of stock across 13 Form 4 purchases and sales, with 2 insiders buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Denton John Russel
See Remarks
SELL
2026-09-23 SECtraded 2026-09-22
7,500
$238.6K
+4.3%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 buys), the last on Nov 7, 2025.
  • +2.8% median (+2.8% mean) 90-day return after 2 previous buys.
  • The trade is 4.3% of the 174,855 shares held after it.
  • 2 other insiders sold within 30 days.
  • 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Denton John Russel sold about $238.6K of CAI on Sep 22, 2026; 2 other insiders sold within 30 days and 171 funds added in the latest 13F quarter.
Brille Brian J
See Remarks
SELL
2026-09-17 SEC
400,000
$12.1M
+12.3%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jun 20, 2025.
  • The trade is 173.7% of the 230,303 shares held after it.
  • 2 other insiders sold within 30 days.
  • 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: See Remarks Brille Brian J sold about $12.1M of CAI on Sep 17, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 171 funds added in the latest 13F quarter.
Spetzler David Baxley
President
SELL
2026-09-04 SEC
119,212
$3.0M
+35.7%
Context
  • 3 earlier Form 4 trades (code P or S) here by this insider (1 buy, 2 sales), the last on Sep 3, 2026.
  • The trade is 10.1% of the 1,182,871 shares held after it.
  • 2 other insiders sold within 30 days.
  • 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Spetzler David Baxley sold about $3.0M of CAI on Sep 4, 2026; 2 other insiders sold within 30 days and 171 funds added in the latest 13F quarter.
Spetzler David Baxley
President
SELL
2026-09-04 SECtraded 2026-09-03
393,100
$9.7M
+35.7%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 7, 2025.
  • The trade is 34.6% of the 1,136,983 shares held after it.
  • 2 other insiders sold within 30 days.
  • 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Spetzler David Baxley sold about $9.7M of CAI on Sep 3, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 171 funds added in the latest 13F quarter.
Spetzler David Baxley
President
SELL
2026-09-04 SECtraded 2026-09-03
84,900
$2.1M
+35.7%
Context
  • 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Nov 7, 2025.
  • The trade is 8.1% of the 1,052,083 shares held after it.
  • 2 other insiders sold within 30 days.
  • 171 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: President Spetzler David Baxley sold about $2.1M of CAI on Sep 3, 2026, the largest insider sale at the company on our record; 2 other insiders sold within 30 days and 171 funds added in the latest 13F quarter.
13 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 8 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$25.7M over 180 days
-$27.2M over 90 days
below 79% of Healthcare Services
Congress
no House purchase disclosed in the last 12 months
Funds
171 funds bought in last quarter
more than 75% of Healthcare Services
Revenue
+97.0% year over year
more than 94% of Healthcare Services
Margin
-8.4% net margin
below 70% of Healthcare Services
Buybacks
$21.4M repurchased, FY to 2026-06-30
below 68% of Healthcare Services
Short interest
10.3% of the float short (float per yahoo 2026-10-26) · 2.5 days to cover · settled 2026-09-30
more than 64% of Healthcare Services
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch CAI

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+6.3%12M
-54%-34%-14%+6%2025-102025-122026-022026-042026-062026-082026-10 2026-09-17 · Brille Brian J sold $12.1M2026-09-03 · Spetzler David Baxley sold $9.7M2026-09-04 · Spetzler David Baxley sold $3.0M2026-09-03 · Spetzler David Baxley sold $2.1M2025-12-11 · Power Luke Thomas sold $1.6M2026-05-15 · HALBERT JON bought $990.1K2026-05-11 · Vacirca Jeff L bought $501.5K2026-09-22 · Denton John Russel sold $238.6K2025-11-07 · Denton John Russel bought $100.8K2025-12-11 · Power Luke Thomas sold $38.0K2025-11-07 · Spetzler David Baxley bought $9.5K2026-09-22 · JOHN RUSSEL DENTON filed to sell $238.6K2026-09-17 · BRIAN J BRILLE filed to sell $12.1M2026-09-04 · DAVID SPETZLER filed to sell $3.0M2026-09-03 · DAVID SPETZLER filed to sell $11.9M2026-08-24 · GEORGE H POSTE REVOCABLE TRUST filed to sell $2.6M2026-08-07 · GEORGE H POSTE filed to sell $642.6K2026-08-03 · GEORGE H POSTE filed to sell $325.0K
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns CAI: institutional holders (13F)

13F holdings, latest reported quarter
FMR LLC
30,923,878 sh
$551.1M
J. H. Whitney Equity Partners VI, LLC
11,256,615 sh
$200.6M
COATUE MANAGEMENT LLC
9,819,992 sh
$175.0M
BRAIDWELL LP
8,256,032 sh
$147.1M
Sixth Street Partners Management Company, L.P.
7,369,541 sh
$131.3M

Congress trades in CAI

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

CAI planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
JOHN RUSSEL DENTON
Filed 2026-09-22
$238.6K
BRIAN J BRILLE
Filed 2026-09-17
$12.1M
DAVID SPETZLER
Filed 2026-09-04
$3.0M
DAVID SPETZLER
Filed 2026-09-03
$11.9M
GEORGE H POSTE REVOCABLE TRUST
Filed 2026-08-24
$2.6M

CAI mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
iShares Genomics Immunology and Healthcare ETF
$4.2M position · as of 2026-07-31
2.2%
Global X Genomics & Biotechnology ETF
$1.1M position · as of 2026-05-31
2.0%
VistaShares Target 15 DRUKMacro Distribution ETF
$311.8K position · as of 2026-07-31
1.9%
Fidelity Disruptive Medicine ETF
$702.1K position · as of 2026-05-31
1.7%
Select Medical Technology and Devices Portfolio
$50.2M position · as of 2026-05-31
1.7%
Global X Guru Index ETF
$692.4K position · as of 2026-07-31
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $25.7M sold by insiders over 180 days, 171 funds added last quarter, $30.8M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
NTRACSTLPGNYHIMSWGSPRVATDOCAVAHGHADUSSERABDSX

CAI financials

Revenue growth
+97.0%
XBRL, annual
Net margin
-8.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$989.6M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+10.6%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$124.0M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.66x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.43x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+20.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+9.6%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
effective tax rate -0%, not meaningful
Return on capital employed
+16.1%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
19.92x
close 2026-10-27 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$9.1B
market value at close 2026-10-27 on 2026-08-03 shares, plus long-term 2026-06-30 plus current 2026-06-30, minus cash 2026-03-31
FCF yield
+1.3%
TTM free cash flow over market value at close 2026-10-27
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-12
Revenue$812.0M$412.3M$306.1M
Operating income$45.1M-$257.1M-$319.6M
Net income-$68.1M-$281.9M-$341.4M
EPS (diluted)-3.22-10.66-13.24
Operating cash flow$83.2M-$245.2M-$276.1M
Cash$796.3M$64.0Mn/a
Long-term debt$378.8M$319.4Mn/a
Buybacks$113.0K$0$0
SEC XBRL, fiscal years, as known on 2026-10-28

CAI Stock Sonar score 6/7 axes

Find similar shapesCompare

CAI ranks highest on growth (94th percentile) and profitability (86th), and lowest on risk and compliance (23rd), among Healthcare Services peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
86
Inputs
  • Return on equity+20.1% · 81 pct, sector of 70
  • Return on assets+9.6% · 89 pct, sector of 88
  • Return on invested capitaleffective tax rate -0%, not meaningful
  • Return on capital employed+16.1% · 88 pct, sector of 68
Financial health
58
Inputs
  • Debt to equity0.66x · 42 pct, sector of 61
  • Cash flow to debt0.43x · 74 pct, sector of 66
Growth
94
Inputs
  • Revenue growth, YoY+97.0% · 94 pct, sector of 87
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
54
Inputs
  • Net Form 4 buying (codes P and S), 180d-$25.7M · 21 pct, sector of 64
  • Insider buyers, 180d2 · 87 pct, sector of 64
Institutional and government
75
Inputs
  • Funds adding, latest quarter171 · 75 pct, sector of 73
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
23
Inputs
  • Short interest, % of float+10.3% · 24 pct, sector of 95
  • Recalls per $1B revenue, 3y1.23 per $1B · 22 pct, universe of 292
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

CAI filings, in plain words

Are Caris Life Sciences insiders buying or selling CAI?

In the 180 days to 2026-10-28, Caris Life Sciences insiders were net sellers, a net $25.7M: $1.5M of purchases and $27.2M of sales reported on Form 4, by 2 buyers and 3 sellers.

Are there planned insider sales of CAI?

Yes. 7 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $30.8M of stock; the latest, by JOHN RUSSEL DENTON, was filed 2026-09-22.

Read the full summary

In the 180 days to 2026-10-28, Caris Life Sciences insiders were net sellers of CAI, a net $25.7M across purchases and sales reported on Form 4 by 2 buyers and 3 sellers. Sales outweighed purchases more than tenfold by value. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. Insiders filed 7 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $30.8M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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