← All Profiles
DDH

David Dean Halbert

US businessman

TexasHealthcare

AIProfile Summary

David Dean Halbert (born 1956) is a Texas-based healthcare executive associated with Caris Life Sciences, Inc., a medical laboratory services company. He has an estimated net worth of ~$4.9B. His public footprint in the provided data centers on Caris Life Sciences and two family foundations in Texas. Wikidata SEC EDGAR ProPublica 990

Business & SEC Activity

Caris Life Sciences, Inc. (ticker: CAI; SIC: Services—Medical Laboratories) appears in SEC EDGAR with 82 total filings and 43 insider-related filings. Recent insider filings include multiple Form 4 reports in early 2026 and late 2025; Form 4 is used to report insiders’ changes in ownership of company securities, and Form 144 is a notice related to the potential sale of restricted or control securities. The SEC dataset lists 14 EFTS hits for CAI. SEC EDGAR

Philanthropy

Two Texas-based foundations are listed for 2023: Halbert Harmon Foundation Inc (Colleyville, TX) and Jon And Linda Halbert Family Foundation (Dallas, TX). In 2023, both reported $0 in grants paid, while reporting combined total assets of $16,803,573 (with individual assets of $7,171,402 and $9,632,171). Combined 2023 totals show $1,575,660 in revenue and $2,518,697 in expenses across the two foundations. ProPublica 990

AI-generated summary from wikidata, propublica_990, sec_edgar 3/10/2026 (gpt-5.2). All claims are derived from the source data shown below.

USU.S. Presence

otherU.S. economic presence

990Philanthropy

$16.8MFoundation Assets
$2.4MGrants Paid
2Foundations
Halbert Harmon Foundation IncColleyville, TX
Private independent foundation (IRS NTEE T22)
Assets: $7.2MRevenue: $449KGrants: $525KTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Jon And Linda Halbert Family FoundationDallas, TX
Private grantmaking foundation (IRS NTEE T20)
Assets: $9.6MRevenue: $1.1MGrants: $1.8MTax Year: 2023
Mission, purpose & full 990 filings → ProPublica Nonprofit Explorer
Source: ProPublica (990) annual filing · latest on record (retrieved 3/9/2026) (proPublica_990)

SECSEC Filings

11Total Filings
10Insider Filings
24EDGAR Mentions
0001034380Personal CIK

Associated Companies

Entities appearing alongside this person in SEC full-text search — an association, not necessarily ownership or control. Follow each link to the primary SEC record to judge for yourself.

Recent Insider Filings

4FORM 4
5/18/2026
4FORM 4
3/10/2026
4OWNERSHIP DOCUMENT
8/13/2025
4OWNERSHIP DOCUMENT
6/23/2025
3OWNERSHIP DOCUMENT
6/17/2025
4xslF345X02/rrd36162.xml
3/9/2004
4GIFTING OF SHARES
12/15/2003
4FORM 4 - 07/22/03
7/24/2003
SC 13G/AAMENDMENT NO. 1 TO SCHEDULE 13G
2/13/2002
SC 13G
2/21/1997
Source: SEC EDGAR regulatory filings · latest on record (retrieved 6/27/2026) (sec_derived)

PBSScore Breakdown

C
35.0
Public Benefit Score

The PBS is a weighted average of 2 components. The formula is open and versioned — the weight percentages below show how much each component contributes to the final score.

Philanthropy65% weight
13%

Evidenced charitable giving — built on what they actually give each year, not parked assets. Dominated by generosity (annual giving relative to net worth — the share of your fortune you give), plus the absolute scale of that giving, plus a small nudge for signing the Giving Pledge (a commitment, not a realized action).

Data: ProPublica 990 charitable disbursements, net worth, The Giving Pledge registry

Transparency35% weight
75%

How much sourced, public accountability data exists — net worth, political contributions, SEC filings, foundation 990s, news coverage, and a verified profile. More public disclosure scores higher.

Data: FEC, SEC EDGAR, ProPublica 990s, GDELT / NewsAPI, Wikidata

Formula (v2): PBS = 65% x Philanthropy + 35% x Transparency

Scored on 6/23/2026 on a 0–100 scale. The score uses only the signals we have populated data for. Goal Impact, Controversy, and Community Approval are deferred until that data exists — Phase 1 goal adoption, controversy detection, and community votes respectively.

All data is sourced from public records. Each section links to its original source. View on Wikidata

David Dean Halbert — Public Benefit Score C (35) | Billionaire Army