CGEM at a glance
Cullinan Therapeutics, Inc. (CGEM, SEC CIK 1789972) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- As of June 30, 2026, 26 institutional investment managers tracked by SignalX reported holding Cullinan Therapeutics, Inc. (CGEM) shares worth $418.6 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Michaelson Jennifer on September 8, 2026 of 8,000 shares at $21.57 per share.
- In the last 90 days, CGEM insiders reported 0 open-market purchases ($0) and 2 open-market sales ($780K) on Form 4, a net sale of $780K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$780K
- 13F holders
- 26 funds
- $418.6M · +1 vs prior quarter
- Latest 8-K
- Sep 24, 2026
- Item 8.01 · Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $0; no product sales since inception
- R&D expenses $44.4M vs $61.0M YoY; G&A expenses $12.8M vs $14.8M
- Best R&D growth CLN-978, $10.5M vs $5.4M; worst CLN-619, $1.1M vs $7.3M
- Cash, equivalents and short-term investments $334.5M; operating cash use $84.3M vs $100.8M
- Funding runway at least twelve months; continued operating losses and additional capital needs expected
Risk Factors
- New risk: SRC loss triggered by non-affiliate market value exceeding $700 million on June 30, 2026
- Compliance burden: Large accelerated filer status begins January 1, 2027, requiring Section 404(b) auditor attestation
- Regulatory exposure: Untimely compliance could trigger SEC, stock-exchange sanctions, or investigations
- Operational impact: Expanded reporting requirements could divert management attention from business operations
- Financial risk: Higher legal, accounting, compliance, and investor-relations costs after December 31, 2026
AI summary of the CGEM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Fourth-quarter 2026 catalysts span CLN-978 immunology data across SLE, RA and Sjögren’s disease
- December CLN-978 readouts include multi-dose and single-target regimens from three ongoing Phase 1 trials
Item EX-99.1: Item EX-99.1
- Q4 2026 catalyst slate centered on clinical updates across autoimmune disease and oncology T-cell engager programs
- CLN-978 multi-dose and single-dose data in SLE, RA, and Sjögren’s disease expected in December
Item 7.01: Regulation FD Disclosure
- Q4 2026 milestones update signals upcoming clinical and corporate catalysts for Cullinan Therapeutics
- Press release furnished as Exhibit 99.1 contains the milestone details investors should review
Item 7.01: Regulation FD Disclosure
- Phase 3 REZILIENT3 results for zipalertinib plus chemotherapy in first-line EGFR exon 20 insertion-positive NSCLC
- Comparator: chemotherapy alone, providing pivotal efficacy data for a targeted lung-cancer treatment
Item EX-99.1: Item EX-99.1
- Phase 3 REZILIENT3 achieved primary PFS endpoint, strengthening zipalertinib’s path toward first-line EGFR exon 20 insertion NSCLC approval
- Median PFS 14.5 vs 8.5 months; HR 0.50, 95% CI 0.34–0.73, P=0.00015
Item 8.01: Other Events
- Phase 3 REZILIENT3 met its interim PFS endpoint in first-line EGFR ex20ins NSCLC
- Median PFS 14.5 months versus 8.5 months; hazard ratio 0.50, P=0.00015
AI summaries of CGEM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CGEM
Don't miss the next CGEM filing
- Alerts as it files. A push when CGEM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CGEM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Michaelson Jennifer | M | Sep 8, 2026 | 4,000 | - |
| Michaelson Jennifer | M | Sep 8, 2026 | 4,000 | $4.30 |
| Michaelson Jennifer | Sell | Sep 8, 2026 | 8,000 | $21.57 |
| Michaelson Jennifer | M | Aug 13, 2026 | 30,000 | - |
| Michaelson Jennifer | Sell | Aug 13, 2026 | 30,000 | $20.26 |
| Michaelson Jennifer | M | Aug 13, 2026 | 30,000 | $4.30 |
| Michaelson Jennifer | M | Jul 6, 2026 | 4,000 | - |
| Michaelson Jennifer | M | Jul 6, 2026 | 4,000 | $4.30 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Operating Income | -$191.1M | -$196.9M | -$241.6M | |
| Net Income | -$153.2M | -$167.4M | -$219.9M | |
| Balance Sheet | ||||
| Total Assets | $484.2M | $621.8M | $448.4M | |
| Equity | $453.7M | $590.3M | $408.7M | |
| ROE | -33.8% | -28.4% | -53.8% | |
| Per Share | ||||
| EPS | $-3.69 | - | - | |
| Cash Flow | ||||
| Operating CF | -$134.3M | -$145.3M | -$175.8M | |
| CapEx | $208K | $0 | $49K | |
Source: XBRL data in Cullinan Therapeutics, Inc. (CGEM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CGEM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 26 | $418.6M |
| Q1 2026 | 25 | $252.6M |
| Q4 2025 | 23 | $162.8M |
| Q3 2025 | 24 | $104.9M |
| Q2 2025 | 24 | $139.6M |
| Q1 2025 | 20 | $111.1M |
| Q4 2024 | 17 | $166.8M |
| Q3 2024 | 15 | $163.4M |
- T. Rowe Price Group+1.80M (+88%)
- State Street Corp+1.12M (+44%)
- BlackRock+782.8K (+18%)
- Goldman Sachs Group+546.1K (+120%)
- FMR LLC (Fidelity)+232.9K (+3220%)
- Two Sigma Investments−249.5K (-48%)
- Invesco Ltd−100.6K (-41%)
- Citigroup−19.7K (-14%)
- JPMorgan Chase & Co−14.6K (-5%)
- Bank of America Corp−6.4K (-1%)
- Franklin Resources+42.3K
Source: 13F-HR filings on SEC EDGAR (aggregated from 174 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CGEM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 8-K | Sep 24, 2026 | - | Analysis | - |
| 8-K | Sep 14, 2026 | - | Analysis | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 14, 2026 | - | - | - |
| SC 13G | Aug 14, 2026 | - | - | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 8-K | Jun 8, 2026 | - | Analysis | |
| 8-K | May 18, 2026 | - | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | May 6, 2026 | - | - | |
| 10-K | Mar 10, 2026 | Dec 31, 2025 | - |
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CGEM SEC filings: frequently asked questions
Are CGEM insiders buying or selling?
In the last 90 days, Cullinan Therapeutics, Inc. (CGEM) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $780,360 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CGEM stock?
As of June 30, 2026, the largest Cullinan Therapeutics, Inc. (CGEM) holders among the 13F filers tracked by SignalX were BlackRock ($95.3 million), T. Rowe Price Group ($69.7 million), State Street Corp ($66.8 million), Vanguard Capital Management LLC ($47.6 million), Dimensional Fund Advisors ($19.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What did CGEM report in its latest 8-K?
Cullinan Therapeutics, Inc. (CGEM) filed an 8-K on September 24, 2026 reporting Item 8.01 (Other Events) and Item 7.01 (Regulation FD Disclosure). Fourth-quarter 2026 catalysts span CLN-978 immunology data across SLE, RA and Sjögren’s disease.
What are the latest CGEM SEC filings?
Cullinan Therapeutics, Inc. (CGEM) filed its latest 10-K annual report on March 10, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 10, 2026.
What is CGEM's SEC CIK number?
Cullinan Therapeutics, Inc. (CGEM)'s SEC Central Index Key (CIK) is 1789972. EDGAR lists every CGEM filing under that number.
Ask anything about CGEM
The research agent reads CGEM's filings, financials, insider trades and 13F holders, then answers with sources.