# EDGAR Filing Document

**Accession Number:** 0001325073
**File Stem:** 0001140361-25-031213
**Filing Date:** 2025-8
**Character Count:** 14079
**Document Hash:** bd06b268371fb2d9b0328cf5907a0b9c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001140361-25-031213.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001140361-25-031213

**CONFORMED SUBMISSION TYPE**: SCHEDULE 13G

**PUBLIC DOCUMENT COUNT**: 2

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 20250814

**SUBJECT COMPANY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Caris Life Sciences, Inc.
- **CENTRAL INDEX KEY:** 0002019410
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-MEDICAL LABORATORIES [8071]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 852077369
- **STATE OF INCORPORATION:** TX
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 005-95084
- **FILM NUMBER:** 251218728

**BUSINESS ADDRESS:**
- **STREET 1:** 750 W JOHN CARPENTER FREEWAY
- **STREET 2:** SUITE 800
- **CITY:** IRVING
- **STATE:** TX
- **ZIP:** 75039
- **BUSINESS PHONE:** (866) 771-8946

**MAIL ADDRESS:**
- **STREET 1:** 750 W JOHN CARPENTER FREEWAY
- **STREET 2:** SUITE 800
- **CITY:** IRVING
- **STATE:** TX
- **ZIP:** 75039
**FILED BY**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** J H Whitney VI L P
- **CENTRAL INDEX KEY:** 0001325073

**ORGANIZATION NAME:**
- **EIN:** 202485972
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** SCHEDULE 13G

**BUSINESS ADDRESS:**
- **STREET 1:** 130 MAIN STREET
- **CITY:** NEW CANAAN
- **STATE:** CT
- **ZIP:** 06840
- **BUSINESS PHONE:** 203-716-6100

**MAIL ADDRESS:**
- **STREET 1:** 130 MAIN STREET
- **CITY:** NEW CANAAN
- **STATE:** CT
- **ZIP:** 06840

## Exhibit 99.1

------

EXHIBIT 1

JOINT FILING AGREEMENT

The undersigned hereby agree that the statement on Schedule 13G with respect to the Common Stock of Caris Life Sciences, Inc. dated as of August 14, 2025 is, and any amendments thereto (including amendments on Schedule 13D) signed by each of the undersigned shall be, filed on behalf of each of us pursuant to and in accordance with the provisions of Rule 13d-1(k) under the Securities Exchange Act of 1934, as amended.

---

| | |
|:---|:---|
| **J.H. Whitney VI L.P.** | **J.H. Whitney VI L.P.** |
| **Signature:** | /s/ Paul R. Vigano |
| **Name/Title:** | Paul R. Vigano, Managing Member of J.H. Whitney Equity Partners VI, LLC, its General Partner |
| **Date:** | 08/14/2025 |
| **J.H. Whitney Equity Partners VI, LLC** | **J.H. Whitney Equity Partners VI, LLC** |
| **Signature:** | /s/ Paul R. Vigano |
| **Name/Title:** | Paul R. Vigano, Managing Member |
| **Date:** | 08/14/2025 |
| **Paul R. Vigano** | **Paul R. Vigano** |
| **Signature:** | /s/ Paul R. Vigano |
| **Name/Title:** | Paul R. Vigano |
| **Date:** | 08/14/2025 |
| **Robert M. Williams, Jr.** | **Robert M. Williams, Jr.** |
| **Signature:** | /s/ Robert M. Williams, Jr. |
| **Name/Title:** | Robert M. Williams, Jr. |
| **Date:** | 08/14/2025 |

---

------

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## SCHEDULE 13G

### Under the Securities Exchange Act of 1934

**Issuer:** Caris Life Sciences, Inc.

**Title of Class of Securities:** Common Stock, par value $0.001 per share

**CUSIP Number:** 142152107

**Date of Event Which Requires Filing of this Statement:** 06/30/2025

**Check the appropriate box to designate the rule pursuant to which this Schedule is filed:**

- [ ] Rule 13d-1(b)

- [ ] Rule 13d-1(c)

- [x] Rule 13d-1(d)

---

| 1. | Names of Reporting Persons<br>J H Whitney VI LP | Names of Reporting Persons<br>J H Whitney VI LP |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>20256615 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>20256615 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.3% | Percent of Class Represented by Amount in Row (9)<br>7.3% |
| 12. | Type of Reporting Person (See Instructions)<br>PN | Type of Reporting Person (See Instructions)<br>PN |

---

| 1. | Names of Reporting Persons<br>J. H. Whitney Equity Partners VI, LLC | Names of Reporting Persons<br>J. H. Whitney Equity Partners VI, LLC |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>DE | Citizenship or Place of Organization<br>DE |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>20256615 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>20256615 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.3% | Percent of Class Represented by Amount in Row (9)<br>7.3% |
| 12. | Type of Reporting Person (See Instructions)<br>OO, HC | Type of Reporting Person (See Instructions)<br>OO, HC |

---

| 1. | Names of Reporting Persons<br>VIGANO PAUL R | Names of Reporting Persons<br>VIGANO PAUL R |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>20256615 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>20256615 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.3% | Percent of Class Represented by Amount in Row (9)<br>7.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IN, HC | Type of Reporting Person (See Instructions)<br>IN, HC |

---

| 1. | Names of Reporting Persons<br>WILLIAMS ROBERT M JR | Names of Reporting Persons<br>WILLIAMS ROBERT M JR |
|:---|:---|:---|:---|
| 2. | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] | Check the Appropriate Box if a Member of a Group (See Instructions)<br>(a) [ ] (b) [ ] |
| 3. | SEC Use Only | SEC Use Only |
| 4. | Citizenship or Place of Organization<br>X1 | Citizenship or Place of Organization<br>X1 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 5. | Sole Voting Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 6. | Shared Voting Power<br>20256615 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 7. | Sole Dispositive Power<br>0 |
| Number of<br>Shares<br>Beneficially<br>Owned by<br>Each<br>Reporting<br>Person<br>With | 8. | Shared Dispositive Power<br>20256615 |
| 9. | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 | Aggregate Amount Beneficially Owned by Each Reporting Person<br>20256615 |
| 10. | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] | Check if the Aggregate Amount in Row (9) Excludes Certain Shares (See Instructions) [ ] |
| 11. | Percent of Class Represented by Amount in Row (9)<br>7.3% | Percent of Class Represented by Amount in Row (9)<br>7.3% |
| 12. | Type of Reporting Person (See Instructions)<br>IN, HC | Type of Reporting Person (See Instructions)<br>IN, HC |

---

**Item 1(a). Name of Issuer:**
Caris Life Sciences, Inc.

**Item 1(b). Address of Issuer's Principal Executive Offices:**
750 W. John Carpenter Freeway, Suite 800, Irving, Texas, 75039

**Item 2(a). Name of Person Filing:**
This Statement is filed on behalf of J.H. Whitney VI, L.P., as the direct holder of the shares reported herein, J.H. Whitney Equity Partners VI, LLC, as the sole general partner of J.H. Whitney VI, L.P., and Paul R. Vigano and Robert M. Williams, Jr., as the managing members J.H. Whitney Equity Partners VI, LLC(collectively, the "Reporting Persons").

**Item 2(b). Address of Principal Business Office:**
The address of each Reporting Person is 212 Elm Street, Suite 1, New Canaan, CT 06840.

**Item 2(c). Citizenship:**
J.H. Whitney VI, L.P. is a Delaware limited partnership. J.H. Whitney Equity Partners VI, LLC is a Delaware limited liability company. Paul R. Vigano and Robert M. Williams Jr. are citizens of the United States.

**Item 2(d). Title of Class of Securities:**
Common Stock, par value $0.001 per share

**Item 2(e). CUSIP Number:**
142152107

**Item 3. If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:**

(a) [ ] Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).

(b) [ ] Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).

(c) [ ] Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).

(d) [ ] Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).

(e) [ ] An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);

(f) [ ] An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);

(g) [ ] A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);

(h) [ ] A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

(i) [ ] A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);

(j) [ ] A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), if filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:

(k) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).

**Item 4. Ownership:**

**(a) Amount beneficially owned:**

20,256,615

**(b) Percent of class:**

7.3%

**(c) Number of shares as to which the person has:**

**(i) Sole power to vote or to direct the vote:**

0

**(ii) Shared power to vote or to direct the vote:**

20,256,615

**(iii) Sole power to dispose or to direct the disposition of:**

0

**(iv) Shared power to dispose or to direct the disposition of:**

20,256,615

**Item 5. Ownership of Five Percent or Less of a Class.**

[x] If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following.

**Item 6. Ownership of More than 5 Percent on Behalf of Another Person.**

No other person has the right to receive or the power to direct the receipt of dividends from, or proceeds from the sale of, the securities owned by J.H. Whitney VI, L.P.

**Item 7. Identification and Classification of the Subsidiary**

Not Applicable

**Item 8. Identification and Classification of Members of the Group**

Not Applicable

**Item 9. Notice of Dissolution of Group**

Not Applicable

**Item 10. Certification:**

—

### SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

**J H Whitney VI LP**

**Date:** 08/14/2025

**By:** /s/ Paul R. Vigano

**Name & Title:** Paul R. Vigano, Managing Member of J.H. Whitney Equity Partners VI, LLC, its General Partner

**J. H. Whitney Equity Partners VI, LLC**

**Date:** 08/14/2025

**By:** /s/ Paul R. Vigano

**Name & Title:** Paul R. Vigano, Managing Member

**VIGANO PAUL R**

**Date:** 08/14/2025

**By:** /s/ Paul R. Vigano

**Name & Title:** Paul R. Vigano

**WILLIAMS ROBERT M JR**

**Date:** 08/14/2025

**By:** /s/ Robert M. Williams, Jr.

**Name & Title:** Robert M. Williams, Jr.