Fate Therapeutic SEC Filings

Fate Therapeutics, Inc. reported results of its Annual Meeting of Stockholders held on June 12, 2026. Stockholders approved a third amendment and restatement of the company’s 2022 Stock Option and Incentive Plan, increasing the maximum number of shares available under the plan by an additional 7,000,000 shares.

All three Class I director nominees were elected to serve until the 2029 annual meeting or until successors are elected and qualified. Stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, and approved on a non-binding advisory basis the compensation of the named executive officers as described in the company’s proxy statement.

A total of 116,281,693 shares of common stock were entitled to vote as of the record date, and 87,134,422 shares were present or represented by proxy at the meeting, so all proposals received sufficient support to pass.

Fate Therapeutics, Inc. updated its corporate presentation, highlighting progress in its off-the-shelf cell therapy pipeline for autoimmune diseases and cancer. Lead asset FT819, an anti-CD19 CAR T-cell, showed encouraging Phase 1 safety and activity in systemic lupus erythematosus, including outpatient dosing and deep B-cell depletion with less-intensive or no conditioning chemotherapy.

The company plans a potentially registrational Phase 2 FT819-201 trial in lupus nephritis, targeting 53 patients and aiming to start enrollment in 2H 2026 under RMAT and CDRP programs. Next-generation candidate FT836, a MICA/B-targeting CAR T-cell, demonstrated preliminary anti-tumor activity and tolerability in heavily pretreated KRAS wild-type colorectal cancer without conditioning chemotherapy. Fate also introduced FT839 and other engineered products leveraging its iPSC platform and immune-evasion technologies.

Financially, Fate reported about $174.8 million in cash, cash equivalents, and investments as of March 31, 2026, a cash runway into 2028, and roughly 20% lower operating expenses year over year in Q1 2026, reflecting tighter R&D and G&A spending.

Fate Therapeutics officer Cindy Tahl reported an open-market sale of 25,590 shares of common stock at a weighted average price of $1.879 per share. The company states the shares were sold solely to cover tax withholding on the vesting of 50,000 performance-based RSUs granted on July 29, 2024, under a pre-arranged sell-to-cover election rather than at her discretion.

After these tax-related sales, Tahl directly holds 628,155 shares of Fate Therapeutics common stock.

Fate Therapeutics President and CEO Bahram Valamehr reported an automatic sale of 28,946 shares of Common Stock. The shares were sold on open market on May 20, 2026 at a weighted average price of $1.8822 per share to cover tax withholding obligations tied to the vesting of 50,000 performance-based RSUs granted on July 29, 2024. The transactions were executed pursuant to a prior irrevocable sell-to-cover election and were not made at his discretion. Following these sales, Valamehr continues to hold 635,762 shares directly.

Fate Therapeutics reported a Q1 2026 net loss of $31.2 million, improving from a $37.6 million loss a year earlier, as it continued investing in its off-the-shelf iPSC-derived cell therapy pipeline. Collaboration revenue was $1.3 million compared with $1.6 million in Q1 2025, all from research and preclinical services under its Ono partnership.

Research and development expenses were $24.7 million versus $29.1 million, and general and administrative expenses were $9.6 million versus $13.8 million, reflecting ongoing cost reductions. Cash, cash equivalents and short‑term investments totaled $174.8 million as of March 31, 2026, and management believes this will fund operations for at least twelve months. The company remains a clinical‑stage biopharmaceutical business with an accumulated deficit of about $1.6 billion and no product sales to date.

Fate Therapeutics reported first quarter 2026 results and highlighted major advances in its iPSC-derived cell therapy pipeline. Collaboration revenue was $1.3 million, while total operating expenses fell to $34.3 million, about a 20% year-over-year reduction, leading to a narrower net loss of $31.2 million (or $0.26 per share). The company ended March 31, 2026 with $174.8 million in cash, cash equivalents and investments, which it expects to fund operations into 2028.

Clinically, FT819, an off-the-shelf CD19 CAR T-cell for autoimmune disease, advanced with FDA selection into the CMC Development and Readiness Pilot program and continued enrollment in a Phase 1 trial across multiple autoimmune indications. A Phase 2 potentially registrational lupus nephritis study of FT819 is planned to start dosing in the second half of 2026. Next-generation programs FT839 and FT836 also progressed, with FT839 nearing IND submission for a Phase 1 autoimmune basket trial and FT836 showing early safety in a Phase 1 solid tumor study.

Fate Therapeutics officer Cindy Tahl exercised stock options to acquire a total of 166,664 shares of common stock on May 6, 2026. She exercised 44,444 options at $1.05 per share and 122,220 options at $1.32 per share, with no open-market sales reported. Following these transactions, she directly holds 609,301 shares of common stock. The options exercised relate to grants that vest in 36 equal monthly installments starting January 1, 2025 and January 1, 2026, becoming fully vested in 2028 and 2029, subject to her continued service.