SCHEDULE: Belldegrun, Vida Ventures Disclose Allogene Therapeutics Stake
Beneficial Ownership Report (Amendment)
Dr. Arie Belldegrun and affiliated entities, including Vida Ventures, have filed an amended Schedule 13G disclosing their beneficial ownership of 5.6% of Allogene Therapeutics, Inc. common stock.
Summary
- Dr. Arie Belldegrun and several affiliated entities (Bellco Legacy LLC, Bellco Legacy IV LLC, Vida Ventures LLC, Vida Ventures III, L.P., and Vida Ventures III-A, L.P.) have filed an Amendment No. 8 to Schedule 13G.
- The filing reports beneficial ownership of Allogene Therapeutics, Inc. common stock as of September 30, 2025.
- Dr. Arie Belldegrun beneficially owns an aggregate of 12,668,344 shares, representing 5.6% of the class.
- This includes 3,305,454 shares issuable within 60 days from stock options held by Dr. Belldegrun.
- Dr. Belldegrun's reported ownership also encompasses shares held by Bellco Legacy IV LLC (4,710,120 shares, 2.1%), Bellco Legacy LLC (539,867 shares, 0.2%), Vida Ventures LLC (1,798,163 shares, 0.8%), Vida Ventures III, L.P. (1,720,172 shares, 0.8%), and Vida Ventures III-A, L.P. (3,965 shares, 0.0%).
- The percentage of class is calculated based on 221,881,029 shares of common stock outstanding as of August 11, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed on August 13, 2025.
Sentiment
Score: 5
Explanation: The filing is a routine regulatory disclosure of beneficial ownership and does not contain information that would significantly alter sentiment. It confirms a significant, ongoing stake by a key founder and associated investment entities.
Positives
- A Schedule 13G filing is a disclosure of ownership, not performance. No specific positives are identified in this type of filing.
Negatives
- A Schedule 13G filing is a disclosure of ownership, not performance. No specific negatives are identified in this type of filing.
Risks
- This filing does not detail specific risks related to the company's operations or financial health. It is an ownership disclosure.
Future Outlook
This filing does not provide any forward-looking statements or guidance regarding the company's future performance or strategic direction.
Management Comments
- This filing does not contain notable quotes or paraphrased statements from company management beyond the signatures.
Industry Context
This Schedule 13G filing is a routine disclosure in the biotechnology industry, indicating significant beneficial ownership by a key individual (Dr. Arie Belldegrun, a co-founder of Allogene and associated with Vida Ventures, a life sciences venture firm) and related investment entities. Such filings provide transparency regarding major shareholders and can signal long-term commitment or strategic interest in the company.
Comparison to Industry Standards
- This filing is a standard regulatory disclosure of beneficial ownership, common across all publicly traded companies. It does not present financial or operational results that would be compared to industry benchmarks or specific comparable companies/projects.
Related Party Transactions
- Dr. Arie Belldegrun's beneficial ownership includes shares held by Bellco Legacy LLC and Bellco Legacy IV LLC, which are managed or controlled by Dr. Belldegrun and Rebecka Belldegrun.
- Dr. Belldegrun's beneficial ownership also includes shares held by Vida Ventures LLC, Vida Ventures III, L.P., and Vida Ventures III-A, L.P., where Dr. Belldegrun is a Senior Managing Director of Vida Ventures LLC and Vida Ventures GP III, LLC (manager of Vida Ventures III, L.P. and Vida Ventures III-A, L.P.).
- Dr. Belldegrun disclaims beneficial ownership of the shares held by Vida entities, 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.
Stakeholder Impact
- Shareholders: Provides transparency regarding significant ownership stakes by a key founder and affiliated investment funds, which can be viewed as a sign of continued confidence.
- Management: Awareness of significant shareholder interests and potential influence from these entities.
Next Steps
- This filing does not mention any specific future actions, events, or milestones for the company or the reporting persons.
Key Dates
| Date | Description |
|---|---|
| 2025-08-11 | Date of common stock outstanding calculation (221,881,029 shares) as reported in Issuer's Form 10-Q. |
| 2025-08-13 | Date Issuer's Quarterly Report on Form 10-Q was filed, reporting shares outstanding. |
| 2025-09-30 | Date of event which requires filing of this statement (beneficial ownership calculation date). |
| 2025-11-13 | Date the Schedule 13G/A was signed and filed. |
Keywords
Allogene Therapeutics, Schedule 13G, beneficial ownership, Arie Belldegrun, Vida Ventures, common stock, institutional ownership, SEC filing, biotechnology
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