SCHEDULE: Allogene Therapeutics: Ownership Update Filed

A Schedule 13G filing details beneficial ownership changes for Allogene Therapeutics, Inc. by key individuals and entities.

Summary

• This filing is an amendment to a Schedule 13G, reporting changes in beneficial ownership of Allogene Therapeutics, Inc. common stock.
• The filing consolidates ownership information for Arie Belldegrun, M.D., and several related entities: Bellco Legacy LLC, Bellco Legacy IV LLC, Vida Ventures LLC, Vida Ventures III, L.P., and Vida Ventures III-A, L.P.
• As of June 30, 2026, the aggregate beneficial ownership reported is 13,610,578 shares, representing 3.9% of the class of securities.
• This percentage is based on 345,154,561 shares of common stock outstanding as of May 11, 2026, as previously reported.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, primarily reporting beneficial ownership changes and not containing new operational or financial performance data.

Positives

• The filing provides transparency regarding significant beneficial ownership of Allogene Therapeutics, Inc. stock.
• Consolidation of ownership under key individuals and entities can simplify tracking for investors.

Negatives

• The filing does not provide any new operational or financial performance data for Allogene Therapeutics, Inc.
• The reported ownership percentage (3.9%) is relatively small, indicating no single entity has controlling interest based on this filing alone.

Risks

• Potential for future changes in beneficial ownership that could impact stock price or corporate strategy.
• Reliance on previous financial reporting for the outstanding share count basis.

Future Outlook

No specific future outlook or guidance is provided in this Schedule 13G filing, as it pertains to beneficial ownership reporting.

Management Comments

• Dr. Belldegrun disclaims beneficial ownership of shares held by Vida, Vida III, and Vida III-A, except to the extent of any pecuniary interest therein, and other than for the purpose of determining his obligations under Section 13(d) of the Exchange Act.

Industry Context

StockSavvy.ai notes that Schedule 13G filings are routine for significant institutional investors and key individuals, providing transparency on ownership stakes. This filing reflects ongoing investment activity in the biotechnology sector, where significant stakes are often held by venture capital firms and their principals.

Comparison to Industry Standards

• The reported 3.9% ownership by Arie Belldegrun and associated entities is a notable stake but below the typical threshold for active control or significant influence often seen in activist investor situations within the biotech industry.
• Competitors in the CAR T therapy space, such as Kite Pharma (a Gilead company) or Novartis's CAR T programs, often see substantial institutional ownership, but this filing focuses on a specific reporting entity's holdings.

Related Party Transactions

• The filing details ownership structures involving entities managed by or controlled by Arie Belldegrun and Rebecka Belldegrun, indicating related party relationships in the context of beneficial ownership.

Stakeholder Impact

• Shareholders: Increased transparency on significant ownership stakes.
• Management: Awareness of the holdings of key investors and their potential influence.
• Creditors: Indirect impact through potential changes in company strategy or financial stability driven by ownership shifts.

Next Steps

• Continued monitoring of future Schedule 13G filings for any further changes in beneficial ownership.
• Review of Allogene Therapeutics, Inc.'s operational and financial reports for strategic updates.

Key Dates

Keywords

Allogene Therapeutics, Schedule 13G, Beneficial Ownership, Arie Belldegrun, Investment Management, Venture Capital, Stock Holdings