Dr. Chang (NASDAQ: ALLO) discloses 5.2% Allogene ownership stake

Rhea-AI Filing Summary

Allogene Therapeutics, Inc. shareholder David D. Chang reports beneficial ownership of 12,101,223 shares of common stock, representing 5.2% of the company. This percentage is based on 224,730,144 shares outstanding as of November 4, 2025, as reported in Allogene’s Form 10-Q.

Dr. Chang’s reported holdings include 6,373,347 shares issuable within 60 days of December 31, 2025 upon exercise of stock options, as well as shares held through several California trusts. The Chang 2006 Family Trust holds 1,201,108 shares, and the JEC 2019 Trust and RTC 2019 Trust each hold 856,044 shares, all reported with shared or sole voting and dispositive powers as specified.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Allogene Therapeutics, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

019770106

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

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

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 019770106

1

Names of Reporting Persons

David D. Chang, M.D., Ph.D.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 9,188,027.00
6	Shared Voting Power 2,913,196.00
7	Sole Dispositive Power 9,188,027.00
8	Shared Dispositive Power 2,913,196.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

12,101,223.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.2 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

CUSIP No. 019770106

1

Names of Reporting Persons

Chang 2006 Family Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 1,201,108.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 1,201,108.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,201,108.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.5 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 019770106

1

Names of Reporting Persons

JEC 2019 Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 856,044.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 856,044.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

856,044.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.4 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

CUSIP No. 019770106

1

Names of Reporting Persons

RTC 2019 Trust

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

CALIFORNIA

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 856,044.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 856,044.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

856,044.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

0.4 %

12

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Allogene Therapeutics, Inc.
(b)	Address of issuer's principal executive offices: 210 East Grand Avenue, South San Francisco, CA, 94080.
Item 2.
(a)	Name of person filing: David D. Chang, M.D., Ph.D. Chang 2006 Family Trust JEC 2019 Trust RTC 2019 Trust
(b)	Address or principal business office or, if none, residence: David D. Chang, M.D., Ph.D.: 1755 Ocean Avenue, #803, Santa Monica, CA 90401 Chang 2006 Family Trust: 1755 Ocean Avenue, #803, Santa Monica, CA 90401 JEC 2019 Trust: 1755 Ocean Avenue, #803, Santa Monica, CA 90401 RTC 2019 Trust: 1755 Ocean Avenue, #803, Santa Monica, CA 90401
(c)	Citizenship: David D. Chang, M.D. Ph.D.: USA Chang 2006 Family Trust: California JEC 2019 Trust: California RTC 2019 Trust: California
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 019770106
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: Row 9 of each Reporting Person's cover page to this Schedule 13G sets forth the aggregate number of shares of Common Stock beneficially owned by such Reporting Person and is incorporated by reference. Row 9 of Dr. Chang's cover page includes 6,373,347 shares of common stock issuable within 60 days of December 31, 2025 upon the exercise of stock options held by Dr. Chang, and also includes (a) 1,201,108 shares of common stock beneficially owned by the Chang 2006 Family Trust, of which Dr. Chang is co-trustee, (b) 856,044 shares of common stock beneficially owned by the JEC 2019 Trust, of which Dr. Chang is co-trustee and (c) 856,044 shares of common stock beneficially owned by the RTC 2019 Trust, of which Dr. Chang is co-trustee.
(b)	Percent of class: Row 11 of each Reporting Person's cover page to this Schedule 13G sets forth the percentages of the shares of Common Stock beneficially owned by such Reporting Person and is incorporated by reference. This percentage is calculated based on 224,730,144 shares of common stock outstanding as of November 4, 2025, as reported in the Issuer's Quarterly Report on Form 10-Q filed on November 6, 2025.
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: Row 5 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to vote or to direct the vote of Common Stock beneficially owned by such Reporting Person and is incorporated by reference.
	(ii) Shared power to vote or to direct the vote: Row 6 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to vote or to direct the vote of Common Stock beneficially owned by such Reporting Person and is incorporated by reference.
	(iii) Sole power to dispose or to direct the disposition of: Row 7 of each Reporting Person's cover page to this Schedule 13G sets forth the sole power to dispose or to direct the disposition of Common Stock beneficially owned by such Reporting Person and is incorporated by reference.
	(iv) Shared power to dispose or to direct the disposition of: Row 8 of each Reporting Person's cover page to this Schedule 13G sets forth the shared power to dispose or to direct the disposition of Common Stock beneficially owned by such Reporting Person and is incorporated by reference.
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	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.	Certifications:
	Not Applicable

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.

David D. Chang, M.D., Ph.D.

Signature:	/s/ David D. Chang
Name/Title:	David D. Chang, M.D., Ph.D.
Date:	02/13/2026

Chang 2006 Family Trust

Signature:	/s/ David D. Chang
Name/Title:	By David D. Chang, M.D., Ph.D., Co-Trustee
Date:	02/13/2026

JEC 2019 Trust

Signature:	/s/ David D. Chang
Name/Title:	By David D. Chang, M.D., Ph.D., Co-Trustee
Date:	02/13/2026

RTC 2019 Trust

Signature:	/s/ David D. Chang
Name/Title:	By David D. Chang, M.D., Ph.D., Co-Trustee
Date:	02/13/2026

Exhibit Information

Joint Filing Agreement

FAQ

What ownership stake in Allogene Therapeutics (ALLO) does David D. Chang report?

David D. Chang reports beneficial ownership of 12,101,223 Allogene shares, equal to 5.2% of the common stock. This percentage is calculated using 224,730,144 shares outstanding as of November 4, 2025, from Allogene’s Form 10-Q.

How many Allogene (ALLO) shares are held through the Chang 2006 Family Trust?

The Chang 2006 Family Trust reports beneficial ownership of 1,201,108 Allogene shares, representing 0.5% of the common stock. Voting and dispositive power over these shares is reported as shared, with the trust organized under the laws of California.

What roles do the JEC 2019 Trust and RTC 2019 Trust play in Allogene (ALLO) ownership?

The JEC 2019 Trust and RTC 2019 Trust each report 856,044 Allogene shares, or 0.4% of the class. The JEC 2019 Trust shows shared voting and dispositive power, while the RTC 2019 Trust reports sole voting and dispositive power over its shares.

How many Allogene (ALLO) shares reported by David D. Chang come from stock options?

Dr. Chang’s beneficial ownership includes 6,373,347 Allogene shares issuable within 60 days of December 31, 2025 upon exercise of stock options. These option shares are counted in the total 12,101,223 shares he reports as beneficially owned.

What is the reference share count used to calculate Allogene (ALLO) ownership percentages?

All ownership percentages are calculated using 224,730,144 Allogene common shares outstanding as of November 4, 2025. This outstanding share figure comes from Allogene’s Quarterly Report on Form 10-Q filed on November 6, 2025.