SCHEDULE: Tempus AI Insider Ownership Update

Eric Paul Lefkofsky and affiliated entities disclose significant beneficial ownership in Tempus AI, Inc., totaling 24.0% of Class A Common Stock.

Summary

• Eric Paul Lefkofsky, along with affiliated entities Blue Media, LLC, Gray Media, LLC, and Lefkofsky Family 2025 GRAT, reported beneficial ownership in Tempus AI, Inc. as of December 31, 2025.
• Mr. Lefkofsky beneficially owns 42,767,997 shares, representing 24.0% of the Class A Common Stock and 24.0% of the combined common stock.
• Blue Media, LLC beneficially owns 21,053,773 shares, representing 11.8% of Class A Common Stock and 11.8% of combined common stock.
• Gray Media, LLC beneficially owns 8,974,783 shares, representing 5.2% of Class A Common Stock and 5.0% of combined common stock.
• The Lefkofsky Family 2025 GRAT beneficially owns 10,000,000 shares, representing 5.8% of Class A Common Stock and 5.6% of combined common stock.
• These percentages are calculated based on 173,235,428 Class A shares and 5,043,789 Class B shares outstanding as of December 31, 2025, as provided by the Issuer.
• The beneficial ownership figures include Class A Common Stock issuable upon conversion of Class B Common Stock and shares issuable upon vesting of restricted stock units within 60 days of December 31, 2025.
• The reporting persons explicitly disclaim status as a 'group' for purposes of this Schedule 13G.

Sentiment

Score: 7

Explanation: StockSavvy.ai views this as a moderately positive disclosure, reflecting strong insider commitment and alignment of interests, which can be reassuring to investors. The high level of beneficial ownership by the founder and related entities suggests confidence in the company's long-term strategy.

Positives

• Significant insider ownership by Eric Paul Lefkofsky and affiliated entities, totaling 24.0% of Class A Common Stock, indicates strong alignment of interests with the company's long-term success.
• The substantial stake held by key management and related parties can signal confidence in the company's future prospects and strategic direction.

Negatives

• Concentrated ownership by a single individual and related entities, while often positive, could lead to potential governance concerns if not managed transparently, though no specific issues are raised in this filing.

Risks

• Concentration of voting and dispositive power in Eric Paul Lefkofsky and related entities, which could significantly influence corporate decisions and potentially limit the influence of other shareholders.

Future Outlook

NA

Industry Context

StockSavvy.ai notes that significant insider ownership, as disclosed in this Schedule 13G, is a common characteristic in early-stage or founder-led technology companies like Tempus AI, particularly in the AI and healthcare sectors where long-term vision and control are often prioritized. This level of ownership can be viewed positively by investors seeking strong leadership commitment.

Related Party Transactions

• Eric Paul Lefkofsky's beneficial ownership includes shares held by entities he solely manages (Blue Media, LLC, Gray Media, LLC, Black Media, LLC) and a limited liability company he controls (346 Long LLC).
• His beneficial ownership also includes shares held by foundations and trusts where he or his wife, Elizabeth Lefkofsky, serve as trustees (Lefkofsky Family Foundation DTD 9/5/06 Eric Lefkofsky TTEE, Vas.org Foundation, Lefkofsky Family 2025 GRAT).

Stakeholder Impact

• Shareholders: The significant insider ownership by Eric Paul Lefkofsky and related entities provides stability and signals strong confidence in the company's future, which can positively influence investor perception. However, it also means a substantial portion of voting power is concentrated, potentially limiting the influence of other shareholders.

Key Dates

Recommendation

The filing is a routine disclosure of beneficial ownership, confirming a substantial stake held by founder Eric Paul Lefkofsky and his affiliated entities. While this indicates strong insider confidence and alignment, it does not present new operational or financial information that would warrant a change in investment thesis. The existing high level of insider ownership is a known factor for Tempus AI, and this update primarily reaffirms that position. Therefore, a 'hold' recommendation is appropriate as no new catalysts for 'buy' or 'sell' are presented.

Keywords

Tempus AI, Eric Paul Lefkofsky, Beneficial Ownership, Schedule 13G, Insider Ownership, Class A Common Stock, Corporate Governance, Investment Disclosure