J.H. Whitney reports 18.26M shares of Caris Life Sciences (CAI)
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Caris Life Sciences, Inc. (CAI) ownership update: J.H. Whitney VI, L.P. and affiliated reporting persons state beneficial ownership of 18,256,615 shares of common stock, representing 6.5% of the class. The filing attributes shared voting and dispositive power over those shares to the reporting entities.
The statement lists J.H. Whitney Equity Partners VI, LLC as the sole general partner and names Paul R. Vigano and Robert M. Williams Jr. as managing members; no other person is reported to have rights to dividends or sale proceeds.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 18,256,615 shares
Percent of class: 6.5%
Shared voting power: 18,256,615 shares
+2 more
5 metrics
Beneficial ownership
18,256,615 shares
Item 4(a) beneficially owned
Percent of class
6.5%
Item 4(b) percent of class
Shared voting power
18,256,615 shares
Item 4(c)(ii) shared power to vote
Shared dispositive power
18,256,615 shares
Item 4(c)(iv) shared power to dispose
CUSIP
142152107
Item 1(e) CUSIP number
Key Terms
Schedule 13G/A, beneficially owned, shared dispositive power
3 terms
Schedule 13G/A regulatory
"Amendment No. 1 and header lines referencing Schedule 13G/A"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
beneficially owned regulatory
"Item 4(a) Amount beneficially owned: 18,256,615"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
FAQ
What stake does J.H. Whitney hold in Caris Life Sciences (CAI)?
J.H. Whitney VI, L.P. beneficially owns 18,256,615 shares, equal to 6.5% of Caris Life Sciences common stock. The filing lists this amount under Item 4(a) as the reported beneficial ownership.
Who are the reporting persons on the CAI Schedule 13G/A amendment?
The filing is reported by J.H. Whitney VI, L.P., J.H. Whitney Equity Partners VI, LLC (sole general partner), and managing members Paul R. Vigano and Robert M. Williams Jr., with address in New Canaan, CT.
What CUSIP and class are covered in this CAI filing?
The Schedule 13G/A applies to Common Stock, par value $0.001 per share with CUSIP 142152107, as specified under Item 1(d)-(e) of the statement.