FDMT at a glance
4D Molecular Therapeutics, Inc. (FDMT, SEC CIK 1650648) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as September 22, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), 4D Molecular Therapeutics, Inc. (FDMT) reported revenue of $85.2 million (up 230194.6% from FY2024) and a net loss of $140.1 million. Diluted EPS was -$2.42.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding 4D Molecular Therapeutics, Inc. (FDMT) shares worth $266.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bizily Scott on September 16, 2026 of 1,635 shares at $13.65 per share.
- In the last 90 days, FDMT insiders reported 0 open-market purchases ($0) and 13 open-market sales ($3.9M) on Form 4, a net sale of $3.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $85.2M
- +230194.6% vs prior year
- Insiders · 90 days
- 0 buys · 13 sells
- Net −$3.9M
- 13F holders
- 25 funds
- $266.4M · −1 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Collaboration revenue $3.8M, up $3.8M YoY, driven by Otsuka clinical-trial cost sharing and reimbursements
- Operating loss $77.0M vs $59.5M YoY; net loss $72.9M vs $54.7M
- 4D-150 R&D $43.6M, up 128% YoY, making it the largest development spend
- Cash, equivalents and marketable securities $430.6M; $20.0M Hercules borrowing outstanding
- Topline data expected 4FRONT-1 in Q2 2027 and 4FRONT-2 in the second half of 2027; additional funding required
Risk Factors
- Newly added debt risk: June 2026 Hercules agreement provides up to $200.0 million, with $20.0 million funded at closing
- Most materially updated financial risk: $430.6 million cash and securities expected to fund planned operations for at least one year
- Regulatory risk: evolving FDA, EMA and NIH requirements may require additional studies, increasing costs and delaying approvals
- Operational risk: manufacturing scale-up and supply-chain execution could delay clinical development or commercialization
- Financial risk: Hercules debt bears floating-rate interest and matures June 1, 2031, increasing exposure to prime-rate changes
AI summary of the FDMT 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
- 4SIGHT Phase 3 DME trial initiated across multiple sites, enrolling 514 treatment-naïve patients globally
- Single 4SIGHT trial could support U.S. and European filings, leveraging FDA Regenerative Medicine Advanced Therapy designation
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered the three months ended June 30, 2026
- Press release includes operational highlights and expected upcoming milestones
Item EX-99.1: Item EX-99.1
- Q2 2026 net loss widened to $72.9M from $54.7M as R&D rose to $68.3M for Phase 3 wet AMD trials
- Cash, equivalents and marketable securities declined to $430.6M from $514.0M, with runway projected into H2 2028
Item 8.01: Other Events
- Positive 2-year PRISM Phase 2b data support 4D-150 durability in broad wet AMD
- Treatment burden reduced 78% overall, with 2.7 supplemental injections versus 12.0 projected for aflibercept
AI summaries of FDMT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for FDMT
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- Fund moves. Which tracked funds opened, added or cut FDMT, 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 |
|---|---|---|---|---|
| Bizily Scott | Sell | Sep 16, 2026 | 1,635 | $13.65 |
| Bizily Scott | M | Sep 16, 2026 | 1,635 | - |
| Bizily Scott | M | Sep 16, 2026 | 1,635 | $4.14 |
| Kirn David | Sell | Sep 14, 2026 | 58,333 | $13.90 |
| Kirn David | Sell | Sep 14, 2026 | 58,333 | $13.90 |
| Bizily Scott | Sell | Sep 1, 2026 | 584 | $14.00 |
| Bizily Scott | M | Sep 1, 2026 | 584 | - |
| Bizily Scott | M | Sep 1, 2026 | 584 | $6.49 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $20.7M | $37K | $85.2M |
| Operating Income | - | -$187.8M | -$159.5M |
| Net Income | -$100.8M | -$160.9M | -$140.1M |
| Op. Margin | - | -507678.4% | -187.2% |
| Net Margin | -486.6% | -434778.4% | -164.4% |
| Balance Sheet | |||
| Total Assets | - | $560.4M | $566.7M |
| Equity | - | $510.6M | $505.7M |
| ROE | - | -31.5% | -27.7% |
| Per Share | |||
| EPS | $-2.58 | $-2.98 | $-2.42 |
| Cash Flow | |||
| Operating CF | - | -$134.6M | -$109.1M |
| CapEx | $2.8M | $3.8M | $536K |
Source: XBRL data in 4D Molecular Therapeutics, Inc. (FDMT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate FDMT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $266.4M |
| Q1 2026 | 26 | $170.4M |
| Q4 2025 | 24 | $140.0M |
| Q3 2025 | 24 | $150.0M |
| Q2 2025 | 24 | $67.8M |
| Q1 2025 | 20 | $48.1M |
| Q4 2024 | 16 | $41.0M |
| Q3 2024 | 15 | $37.3M |
- Citadel Advisors LLC+423.5K (+160%)
- BlackRock+400.8K (+10%)
- Northern Trust+220.9K (+65%)
- Dimensional Fund Advisors+208.0K (+40%)
- State Street Corp+203.2K (+8%)
- Invesco Ltd−160.3K (-52%)
- Vanguard Capital Management LLC−96.5K (-4%)
- Two Sigma Investments−54.8K (-44%)
- Raymond James Financial−23.8K (-9%)
- JPMorgan Chase & Co−13.5K (-3%)
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
FDMT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Sep 22, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Aug 13, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 13, 2026 | - | Analysis | - |
| 4 | Aug 5, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 20, 2026 | - | Analysis | - |
| 4 | Jul 14, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | Jun 25, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 4 | Jun 18, 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 | - | - | - |
| 4 | Jun 2, 2026 | - | - |
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FDMT SEC filings: frequently asked questions
Are FDMT insiders buying or selling?
In the last 90 days, 4D Molecular Therapeutics, Inc. (FDMT) officers, directors and 10% owners reported no open-market purchases and 13 open-market sales worth $3.9 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold FDMT stock?
As of June 30, 2026, the largest 4D Molecular Therapeutics, Inc. (FDMT) holders among the 13F filers tracked by SignalX were BlackRock ($60.5 million), Goldman Sachs Group ($56.6 million), State Street Corp ($38.7 million), Vanguard Capital Management LLC ($27.9 million), Bank of America Corp ($14.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was FDMT's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), 4D Molecular Therapeutics, Inc. (FDMT) reported revenue of $85.2 million (up 230194.6% from FY2024) and a net loss of $140.1 million. Diluted EPS was -$2.42. The figures come from the XBRL data in the 10-K.
What did FDMT report in its latest 8-K?
4D Molecular Therapeutics, Inc. (FDMT) filed an 8-K on September 28, 2026 reporting Item 8.01 (Other Events). 4SIGHT Phase 3 DME trial initiated across multiple sites, enrolling 514 treatment-naïve patients globally.
What are the latest FDMT SEC filings?
4D Molecular Therapeutics, Inc. (FDMT) filed its latest 10-K annual report on March 18, 2026, a 10-Q quarterly report on August 13, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on September 22, 2026.
What is FDMT's SEC CIK number?
4D Molecular Therapeutics, Inc. (FDMT)'s SEC Central Index Key (CIK) is 1650648. EDGAR lists every FDMT filing under that number.
Ask anything about FDMT
The research agent reads FDMT's filings, financials, insider trades and 13F holders, then answers with sources.