CAI

Caris Life Sciences, Inc.

Insider trading activity for Caris Life Sciences, Inc., straight from SEC Form 4 filings. Net figures below count open-market buys and sales only — grants, option exercises and tax withholding are excluded because they are compensation, not decisions to trade.

Past 3 months

-$27.2M

net selling

Bought(0 · 0 insiders): $0
Sold(5 · 3 insiders): $27.2M

Past 6 months

-$25.7M

net selling

Bought(2 · 2 insiders): $1.5M
Sold(5 · 3 insiders): $27.2M

Past 12 months

-$27.3M

net selling

Bought(4 · 4 insiders): $1.6M
Sold(7 · 4 insiders): $28.9M

Transaction history

The 100 most recent Form 4 transactions.

Open in screener →

Insider transactions, newest first: date, security, transaction type, size and a link to the filing each row came from.
Date	Insider	Role	Type	Shares	Price	Value	Δ Own	Filing
Sep 22	Denton John Russel	See Remarks	SSELL	7,500	$31.82	$238.6K	-4.1%	Open the original filing on SEC.gov
Sep 17	Brille Brian J	See Remarks	MEXER◆	400,000	—	—	—	Open the original filing on SEC.gov
Sep 17	Brille Brian J	See Remarks	SSELL	400,000	$30.33	$12.1M	-63.5%	Open the original filing on SEC.gov
Sep 17	Brille Brian J	See Remarks	MEXER	400,000	$2.44	$976K	+173.7%	Open the original filing on SEC.gov
Sep 4	Spetzler David Baxley	President	MEXER◆	250,000	—	—	—	Open the original filing on SEC.gov
Sep 4	Spetzler David Baxley	President	SSELL	119,212	$24.76	$3M	-9.2%	Open the original filing on SEC.gov
Sep 4	Spetzler David Baxley	President	MEXER	250,000	$2.44	$610K	+23.8%	Open the original filing on SEC.gov
Sep 3	Spetzler David Baxley	President	MEXER◆	1M	—	—	—	Open the original filing on SEC.gov
Sep 3	Spetzler David Baxley	President	SSELL	84,900	$25.32	$2.1M	-7.5%	Open the original filing on SEC.gov
Sep 3	Spetzler David Baxley	President	SSELL	393,100	$24.76	$9.7M	-25.7%	Open the original filing on SEC.gov
Sep 3	Spetzler David Baxley	President	MEXER	1M	$2.44	$2.4M	+188.7%	Open the original filing on SEC.gov
Aug 14	Castleman Peter M	Director	AGRANT	13,192	—	—	+81.8%	Open the original filing on SEC.gov
Aug 14	Gilliam Joseph E	Director	AGRANT	13,192	—	—	+81.8%	Open the original filing on SEC.gov
Aug 14	Minor Lloyd	Director	AGRANT	13,192	—	—	+70.8%	Open the original filing on SEC.gov
Aug 14	Phillips T Danny	Director	AGRANT	13,192	—	—	+11.0%	Open the original filing on SEC.gov
Aug 14	Johansen Laura I	Director	AGRANT	13,192	—	—	+4.0%	Open the original filing on SEC.gov
Aug 14	Vacirca Jeff L	Director	AGRANT	13,192	—	—	+26.6%	Open the original filing on SEC.gov
Aug 14	Fredrickson David Paul	Director	AGRANT	13,192	—	—	+70.8%	Open the original filing on SEC.gov
Aug 14	Halbert Jon	Director	AGRANT	13,192	—	—	+11.1%	Open the original filing on SEC.gov
May 29	Knowles Jonathan…	Director	AGRANT	1,600	$15.62	$25K	+0.5%	Open the original filing on SEC.gov
May 29	Poste George	Director	AGRANT	1,600	$15.62	$25K	+9.9%	Open the original filing on SEC.gov
May 15	Power Luke Thomas	See Remarks	FTAX	9,771	$15.25	$149K	-6.0%	Open the original filing on SEC.gov
May 15	Spetzler David Baxley	President	FTAX	13,856	$15.25	$211.3K	-2.5%	Open the original filing on SEC.gov
May 15	Denton John Russel	See Remarks	FTAX	6,047	$15.25	$92.2K	-3.2%	Open the original filing on SEC.gov
May 15	Halbert David D	See Remarks	FTAX	40,712	$15.25	$620.9K	-1.6%	Open the original filing on SEC.gov
May 15	Brille Brian J	See Remarks	FTAX	13,987	$15.25	$213.3K	-5.7%	Open the original filing on SEC.gov
May 15	Halbert Jon	Director	PBUY★	68,000	$14.56	$990.1K	+10.7%	Open the original filing on SEC.gov
May 11	Vacirca Jeff L	Director	PBUY★	31,050	$16.15	$501.4K	+166.8%	Open the original filing on SEC.gov
Mar 6	Power Luke Thomas	See Remarks	AGRANT	63,971	—	—	+64.3%	Open the original filing on SEC.gov
Mar 6	Spetzler David Baxley	President	AGRANT	83,162	—	—	+18.1%	Open the original filing on SEC.gov
Mar 6	Denton John Russel	See Remarks	AGRANT	63,971	—	—	+51.8%	Open the original filing on SEC.gov
Mar 6	Halbert David D	See Remarks	AGRANT	320,112	—	—	+14.0%	Open the original filing on SEC.gov
Mar 6	Brille Brian J	See Remarks	AGRANT	83,162	—	—	+51.6%	Open the original filing on SEC.gov
Feb 26	Fredrickson David Paul	Director	AGRANT	2,492	$20.06	$50K	+15.4%	Open the original filing on SEC.gov
Feb 26	Vacirca Jeff L	Director	AGRANT	2,492	$20.06	$50K	+15.4%	Open the original filing on SEC.gov
Feb 26	Phillips T Danny	Director	AGRANT	3,739	$20.06	$75K	+3.2%	Open the original filing on SEC.gov
Feb 26	Halbert Jon	Director	AGRANT	2,492	$20.06	$50K	+2.1%	Open the original filing on SEC.gov
Feb 26	Castleman Peter M	Director	AGRANT	5,509	$20.06	$110.5K	+29.6%	Open the original filing on SEC.gov
Feb 26	Minor Lloyd	Director	AGRANT	2,492	$20.06	$50K	+15.4%	Open the original filing on SEC.gov
Jan 9	Castleman Peter M	Director	MEXER◆	2,500	—	—	—	Open the original filing on SEC.gov
Jan 9	Castleman Peter M	Director	MEXER	2,500	$18.60	$46.5K	+15.5%	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	MEXER◷◆	37,500	—	—	—	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	MEXER◷◆	24,750	—	—	—	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	SSELL◷	1,400	$27.16	$38K	-1.4%	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	SSELL◷	60,850	$26.56	$1.6M	-37.6%	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	MEXER◷	37,500	$2.44	$91.5K	+30.2%	Open the original filing on SEC.gov
Dec 11, 2025	Power Luke Thomas	See Remarks	MEXER◷	24,750	$2.44	$60.4K	+24.9%	Open the original filing on SEC.gov
Dec 11, 2025	Brille Brian J	See Remarks	GGIFT	650	—	—	-0.4%	Open the original filing on SEC.gov
Dec 10, 2025	Brille Brian J	See Remarks	GGIFT	650	—	—	-0.4%	Open the original filing on SEC.gov
Nov 7, 2025	Spetzler David Baxley	President	PBUY★	400	$23.85	$9.5K	+<0.1%	Open the original filing on SEC.gov
Nov 7, 2025	Denton John Russel	See Remarks	PBUY	4,184	$24.09	$100.8K	+83.7%	Open the original filing on SEC.gov
Sep 11, 2025	Phillips T Danny	Director	MEXER◆	100,000	—	—	—	Open the original filing on SEC.gov
Sep 11, 2025	Phillips T Danny	Director	MEXER	100,000	$2.44	$244K	+620.0%	Open the original filing on SEC.gov
Aug 11, 2025	Poste George	Director	MEXER◆	125,000	—	—	—	Open the original filing on SEC.gov
Aug 11, 2025	Poste George	Director	FTAX	91,495	$29.75	$2.7M	-29.3%	Open the original filing on SEC.gov
Aug 11, 2025	Poste George	Director	FTAX	48,022	$29.75	$1.4M	-13.4%	Open the original filing on SEC.gov
Aug 11, 2025	Poste George	Director	MEXER	125,000	$2.44	$305K	+53.3%	Open the original filing on SEC.gov
Aug 11, 2025	Spetzler David Baxley	President	FTAX	63,509	$29.75	$1.9M	-12.1%	Open the original filing on SEC.gov
Aug 11, 2025	Halbert David D	See Remarks	FTAX	141,956	$29.75	$4.2M	-5.8%	Open the original filing on SEC.gov
Jun 20, 2025	Spetzler David Baxley	President	MEXER◆	75,000	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Spetzler David Baxley	President	FTAX	34,782	$27.25	$947.8K	-6.2%	Open the original filing on SEC.gov
Jun 20, 2025	Spetzler David Baxley	President	MEXER	75,000	$2.44	$183K	+15.5%	Open the original filing on SEC.gov
Jun 20, 2025	Halbert Jon	Director	CCONV◆	5M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Halbert Jon	Director	CCONV	1.3M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	J H Whitney VI L P	10% Owner	CCONV◆	50.1M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	J H Whitney VI L P	10% Owner	CCONV	12.5M	—	—	+161.7%	Open the original filing on SEC.gov
Jun 20, 2025	Denton John Russel	See Remarks	PBUY	7,500	$21.00	$157.5K	+6.5%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM◆	569,991	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM◆	10.8M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM◆	684,731	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM◆	13M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	23.6M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	1.2M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	1.9M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	14M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	15.5M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV◆	6.9M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM	90,059	—	—	+8.0%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM	1.7M	—	—	+43.0%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM	118,687	—	—	+11.8%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	XXITM	2.3M	—	—	+131.0%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	10.1M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	531,746	—	—	+111.1%	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	478,779	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	3.5M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	3.9M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	TSSP Sub-Fund HoldCo LLC	Former 10% Owner	CCONV	1.7M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Halbert David D	See Remarks	CCONV◆	29.6M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Halbert David D	See Remarks	CCONV◆	389.4M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Halbert David D	See Remarks	CCONV	104.8M	—	—	+644.1%	Open the original filing on SEC.gov
Jun 20, 2025	Castleman Peter M	Director	CCONV◆	41M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	Castleman Peter M	Director	CCONV	10.2M	—	—	+40,984%	Open the original filing on SEC.gov
Jun 20, 2025	Brille Brian J	See Remarks	PBUY	30,000	$21.00	$630K	+22.7%	Open the original filing on SEC.gov
Jun 20, 2025	ADAPT I Ltd.	10% Owner	CCONV◆	14M	—	—	—	Open the original filing on SEC.gov
Jun 20, 2025	ADAPT I Ltd.	10% Owner	CCONV	3.5M	—	—	+26.0%	Open the original filing on SEC.gov
Jun 18, 2025	Spetzler David Baxley	President	AGRANT	132,428	—	—	+37.7%	Open the original filing on SEC.gov
Jun 18, 2025	Power Luke Thomas	See Remarks	AGRANT	99,321	—	—	+39,728%	Open the original filing on SEC.gov
Jun 18, 2025	Denton John Russel	See Remarks	AGRANT	99,321	—	—	+592.3%	Open the original filing on SEC.gov
Jun 18, 2025	Halbert David D	See Remarks	AGRANT	413,839	—	—	+20.4%	Open the original filing on SEC.gov
Jun 18, 2025	Brille Brian J	See Remarks	AGRANT	132,428	—	—	—	Open the original filing on SEC.gov

SSELL$238.6K

Denton John Russel · See RemarksSep 22

7,500 sh @ $31.82 · -4.1% own

MEXER◆—

Brille Brian J · See RemarksSep 17

400,000 sh

SSELL$12.1M

Brille Brian J · See RemarksSep 17

400,000 sh @ $30.33 · -63.5% own

MEXER$976K

Brille Brian J · See RemarksSep 17

400,000 sh @ $2.44 · +173.7% own

MEXER◆—

Spetzler David Baxley · PresidentSep 4

250,000 sh

SSELL$3M

Spetzler David Baxley · PresidentSep 4

119,212 sh @ $24.76 · -9.2% own

MEXER$610K

Spetzler David Baxley · PresidentSep 4

250,000 sh @ $2.44 · +23.8% own

MEXER◆—

Spetzler David Baxley · PresidentSep 3

1M sh

SSELL$2.1M

Spetzler David Baxley · PresidentSep 3

84,900 sh @ $25.32 · -7.5% own

SSELL$9.7M

Spetzler David Baxley · PresidentSep 3

393,100 sh @ $24.76 · -25.7% own

MEXER$2.4M

Spetzler David Baxley · PresidentSep 3

1M sh @ $2.44 · +188.7% own

AGRANT—

Castleman Peter M · DirectorAug 14

13,192 sh · +81.8% own

AGRANT—

Gilliam Joseph E · DirectorAug 14

13,192 sh · +81.8% own

AGRANT—

Minor Lloyd · DirectorAug 14

13,192 sh · +70.8% own

AGRANT—

Phillips T Danny · DirectorAug 14

13,192 sh · +11.0% own

AGRANT—

Johansen Laura I · DirectorAug 14

13,192 sh · +4.0% own

AGRANT—

Vacirca Jeff L · DirectorAug 14

13,192 sh · +26.6% own

AGRANT—

Fredrickson David Paul · DirectorAug 14

13,192 sh · +70.8% own

AGRANT—

Halbert Jon · DirectorAug 14

13,192 sh · +11.1% own

AGRANT$25K

Knowles Jonathan… · DirectorMay 29

1,600 sh @ $15.62 · +0.5% own

AGRANT$25K

Poste George · DirectorMay 29

1,600 sh @ $15.62 · +9.9% own

FTAX$149K

Power Luke Thomas · See RemarksMay 15

9,771 sh @ $15.25 · -6.0% own

FTAX$211.3K

Spetzler David Baxley · PresidentMay 15

13,856 sh @ $15.25 · -2.5% own

FTAX$92.2K

Denton John Russel · See RemarksMay 15

6,047 sh @ $15.25 · -3.2% own

FTAX$620.9K

Halbert David D · See RemarksMay 15

40,712 sh @ $15.25 · -1.6% own

FTAX$213.3K

Brille Brian J · See RemarksMay 15

13,987 sh @ $15.25 · -5.7% own

PBUY★$990.1K

Halbert Jon · DirectorMay 15

68,000 sh @ $14.56 · +10.7% own

PBUY★$501.4K

Vacirca Jeff L · DirectorMay 11

31,050 sh @ $16.15 · +166.8% own

AGRANT—

Power Luke Thomas · See RemarksMar 6

63,971 sh · +64.3% own

AGRANT—

Spetzler David Baxley · PresidentMar 6

83,162 sh · +18.1% own

AGRANT—

Denton John Russel · See RemarksMar 6

63,971 sh · +51.8% own

AGRANT—

Halbert David D · See RemarksMar 6

320,112 sh · +14.0% own

AGRANT—

Brille Brian J · See RemarksMar 6

83,162 sh · +51.6% own

AGRANT$50K

Fredrickson David Paul · DirectorFeb 26

2,492 sh @ $20.06 · +15.4% own

AGRANT$50K

Vacirca Jeff L · DirectorFeb 26

2,492 sh @ $20.06 · +15.4% own

AGRANT$75K

Phillips T Danny · DirectorFeb 26

3,739 sh @ $20.06 · +3.2% own

AGRANT$50K

Halbert Jon · DirectorFeb 26

2,492 sh @ $20.06 · +2.1% own

AGRANT$110.5K

Castleman Peter M · DirectorFeb 26

5,509 sh @ $20.06 · +29.6% own

AGRANT$50K

Minor Lloyd · DirectorFeb 26

2,492 sh @ $20.06 · +15.4% own

MEXER◆—

Castleman Peter M · DirectorJan 9

2,500 sh

MEXER$46.5K

Castleman Peter M · DirectorJan 9

2,500 sh @ $18.60 · +15.5% own

MEXER◷◆—

Power Luke Thomas · See RemarksDec 11, 2025

37,500 sh

MEXER◷◆—

Power Luke Thomas · See RemarksDec 11, 2025

24,750 sh

SSELL◷$38K

Power Luke Thomas · See RemarksDec 11, 2025

1,400 sh @ $27.16 · -1.4% own

SSELL◷$1.6M

Power Luke Thomas · See RemarksDec 11, 2025

60,850 sh @ $26.56 · -37.6% own

MEXER◷$91.5K

Power Luke Thomas · See RemarksDec 11, 2025

37,500 sh @ $2.44 · +30.2% own

MEXER◷$60.4K

Power Luke Thomas · See RemarksDec 11, 2025

24,750 sh @ $2.44 · +24.9% own

GGIFT—

Brille Brian J · See RemarksDec 11, 2025

650 sh · -0.4% own

GGIFT—

Brille Brian J · See RemarksDec 10, 2025

650 sh · -0.4% own

PBUY★$9.5K

Spetzler David Baxley · PresidentNov 7, 2025

400 sh @ $23.85 · +<0.1% own

PBUY$100.8K

Denton John Russel · See RemarksNov 7, 2025

4,184 sh @ $24.09 · +83.7% own

MEXER◆—

Phillips T Danny · DirectorSep 11, 2025

100,000 sh

MEXER$244K

Phillips T Danny · DirectorSep 11, 2025

100,000 sh @ $2.44 · +620.0% own

MEXER◆—

Poste George · DirectorAug 11, 2025

125,000 sh

FTAX$2.7M

Poste George · DirectorAug 11, 2025

91,495 sh @ $29.75 · -29.3% own

FTAX$1.4M

Poste George · DirectorAug 11, 2025

48,022 sh @ $29.75 · -13.4% own

MEXER$305K

Poste George · DirectorAug 11, 2025

125,000 sh @ $2.44 · +53.3% own

FTAX$1.9M

Spetzler David Baxley · PresidentAug 11, 2025

63,509 sh @ $29.75 · -12.1% own

FTAX$4.2M

Halbert David D · See RemarksAug 11, 2025

141,956 sh @ $29.75 · -5.8% own

MEXER◆—

Spetzler David Baxley · PresidentJun 20, 2025

75,000 sh

FTAX$947.8K

Spetzler David Baxley · PresidentJun 20, 2025

34,782 sh @ $27.25 · -6.2% own

MEXER$183K

Spetzler David Baxley · PresidentJun 20, 2025

75,000 sh @ $2.44 · +15.5% own

CCONV◆—

Halbert Jon · DirectorJun 20, 2025

5M sh

CCONV—

Halbert Jon · DirectorJun 20, 2025

1.3M sh

CCONV◆—

J H Whitney VI L P · 10% OwnerJun 20, 2025

50.1M sh

CCONV—

J H Whitney VI L P · 10% OwnerJun 20, 2025

12.5M sh · +161.7% own

PBUY$157.5K

Denton John Russel · See RemarksJun 20, 2025

7,500 sh @ $21.00 · +6.5% own

XXITM◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

569,991 sh

XXITM◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

10.8M sh

XXITM◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

684,731 sh

XXITM◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

13M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

23.6M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

1.2M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

1.9M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

14M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

15.5M sh

CCONV◆—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

6.9M sh

XXITM—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

90,059 sh · +8.0% own

XXITM—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

1.7M sh · +43.0% own

XXITM—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

118,687 sh · +11.8% own

XXITM—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

2.3M sh · +131.0% own

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

10.1M sh

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

531,746 sh · +111.1% own

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

478,779 sh

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

3.5M sh

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

3.9M sh

CCONV—

TSSP Sub-Fund HoldCo LLC · Former 10% OwnerJun 20, 2025

1.7M sh

CCONV◆—

Halbert David D · See RemarksJun 20, 2025

29.6M sh

CCONV◆—

Halbert David D · See RemarksJun 20, 2025

389.4M sh

CCONV—

Halbert David D · See RemarksJun 20, 2025

104.8M sh · +644.1% own

CCONV◆—

Castleman Peter M · DirectorJun 20, 2025

41M sh

CCONV—

Castleman Peter M · DirectorJun 20, 2025

10.2M sh · +40,984% own

PBUY$630K

Brille Brian J · See RemarksJun 20, 2025

30,000 sh @ $21.00 · +22.7% own

CCONV◆—

ADAPT I Ltd. · 10% OwnerJun 20, 2025

14M sh

CCONV—

ADAPT I Ltd. · 10% OwnerJun 20, 2025

3.5M sh · +26.0% own

AGRANT—

Spetzler David Baxley · PresidentJun 18, 2025

132,428 sh · +37.7% own

AGRANT—

Power Luke Thomas · See RemarksJun 18, 2025

99,321 sh · +39,728% own

AGRANT—

Denton John Russel · See RemarksJun 18, 2025

99,321 sh · +592.3% own

AGRANT—

Halbert David D · See RemarksJun 18, 2025

413,839 sh · +20.4% own

AGRANT—

Brille Brian J · See RemarksJun 18, 2025

132,428 sh

Filing record

How quickly insiders here report their trades. Section 16 allows two business days from the transaction.

6 of 50 filings we hold were filed after the two-business-day deadline. The furthest past the deadline was 77 business days late.

Form 4 filings made after the two-business-day deadline, with the transaction date, the filing date and the number of business days between them.
Traded	Filed	Insider	Past deadline	Largest line	Source
Feb 27, 2025	Jun 22, 2025	Halbert JonDirector	77days · about 4 months	—	Filing ↗
Feb 27, 2025	Jun 22, 2025	Castleman Peter MDirector	77days · about 4 months	—	Filing ↗
Mar 3, 2025	Jun 22, 2025	Denton John RusselSee Remarks	75days · about 4 months	$4.4M	Filing ↗
Mar 3, 2025	Jun 22, 2025	Spetzler David BaxleyPresident	75days · about 4 months	$13M	Filing ↗
Mar 25, 2025	Jun 22, 2025	Caris Halbert, L.P. +1Director, 10% Owner	59days · about 3 months	—	Filing ↗

Halbert JonDirector

77days · about 4 months

Traded Feb 27, 2025 · filed Jun 22, 2025Filing ↗

Castleman Peter MDirector

77days · about 4 months

Traded Feb 27, 2025 · filed Jun 22, 2025Filing ↗

Denton John RusselSee Remarks

75days · about 4 months

Traded Mar 3, 2025 · filed Jun 22, 2025Filing ↗

Spetzler David BaxleyPresident

75days · about 4 months

Traded Mar 3, 2025 · filed Jun 22, 2025Filing ↗

Caris Halbert, L.P. +1Director, 10% Owner

59days · about 3 months

Traded Mar 25, 2025 · filed Jun 22, 2025Filing ↗

Counted in business days from the transaction date, or the deemed execution date where the filing reports one, excluding weekends and federal holidays. How this is measured · All late filings

Insiders at this company

Everyone who has filed a Form 4 for this issuer.

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