Results of Operations and Financial Condition. On August 13, 2026, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the three months ended June 30, 2026. A copy of 4DMT’s press release, titled “4DMT Reports Second Quarter 2026 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Other Events. On July 18, 2026, 4D Molecular Therapeutics, Inc. (the “Company”) reported positive 2-year data from the PRISM Phase 2b clinical trial evaluating 4D-150 in a broad wet age-related macular degeneration (“wet AMD”) population. 2-Year Data from PRISM Phase 2b Clinical Trial (Data Cutoff May 18, 2026): Trial and Patient Cohort Overview • The Phase 2b trial enrolled 45 patients at two dose levels of a single intravitreal dose of 4D-150 (3E10 and 1E10 vg/eye); 3E10 vg/eye was chosen a…

Entry into a Material Definitive Agreement. On June 24, 2026 (the “Closing Date”), 4D Molecular Therapeutics, Inc. (the “Company”) entered into a Loan and Security Agreement (the “Agreement”) with Hercules Capital, Inc. (“Hercules”), providing for term loans in an aggregate principal amount of up to $200.0 million, subject to the terms and conditions set forth therein. The Agreement provides for a senior secured term loan which matures on June 1, 2031 (the “Maturity Date”), for up to $200.0 m…

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. 4D MOLECULAR THERAPEUTICS, INC. Date: June 29, 2026 By: /s/ Kristian Humer Kristian Humer Chief Financial Officer

Results of Operations and Financial Condition. On May 7, 2026, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the three months ended March 31, 2026. A copy of 4DMT’s press release, titled “4DMT Reports First Quarter 2026 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Principal Accounting Officer — Kristian Humer: Kristian Humer was promoted to Principal Accounting Officer within the company.

Results of Operations and Financial Condition. On March 18, 2026, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the year ended December 31, 2025. A copy of 4DMT’s press release, titled “4DMT Reports Full Year 2025 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Unregistered Sales of Equity Securities. Issuance of Pre-Funded Warrants in Exchange for Common Stock On January 22, 2026, 4D Molecular Therapeutics, Inc. (the “Company”) entered into exchange agreements with RA Capital Healthcare Fund, L.P. (“RA Capital”) and Biotechnology Value Fund, L.P. and its affiliates (“BVF”), pursuant to which RA Capital exchanged 4,850,000 shares of the Company’s common stock for a pre-funded warrant to acquire 4,850,000 shares of the Company’s common stock, and BVF…

President and Chief Operating Officer — Fariborz Kamal, Ph.D.: Dr. Kamal resigned to pursue other opportunities and transitioned to a part-time role as Chief Technical Advisor.

Results of Operations and Financial Condition. As of December 31, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) estimates that it had approximately $514 million in cash, cash equivalents and marketable securities. This estimate of its cash, cash equivalents and marketable securities balance is preliminary and subject to completion of its financial closing procedures, including the completion of management’s reviews. Accordingly, the unaudited preliminary cash, cash equivalents and mar…

Other Events. On December 10, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) announced its intention to implement protocol amendments (the “Amendments”) to the 4FRONT-1 and 4FRONT-2 Phase 3 clinical trials of 4D-150 in wet AMD (the “4FRONT Trials”) to increase target enrollment from 400 to 480 patients per trial. As previously disclosed, the 4FRONT Trials were initiated to provide >90% power for a primary endpoint of BCVA noninferiority of 4D-150 versus aflibercept 2mg Q8 weeks with a…

Chief Financial Officer — Kristian Humer: The company hired a new Chief Financial Officer from an external candidate.

Results of Operations and Financial Condition. On November 10, 2025, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the three months ended September 30, 2025. A copy of 4DMT’s press release, titled “4DMT Reports Third Quarter 2025 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Other Events. On November 6, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) entered into an underwriting agreement (the “Underwriting Agreement”) with Leerink Partners LLC and Evercore Group L.L.C., as representatives of the several underwriters named therein (the “Underwriters”), pursuant to which the Company agreed to issue and sell (the “Offering”) 8,385,809 shares of its common stock (the “Shares”), par value $0.0001 per share (“Common Stock”), at an offering price of $10.51 per sh…

Results of Operations and Financial Condition. As of September 30, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) estimates that it had approximately $372.2 million in cash, cash equivalents and marketable securities. This estimate of its cash, cash equivalents and marketable securities balance is preliminary and subject to completion of its financial closing procedures, including the completion of management’s reviews. Accordingly, the unaudited preliminary cash, cash equivalents and…

Entry into a Material Definitive Agreement. On October 31, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) entered into a Collaboration and License Agreement (the “Agreement”) with Otsuka Pharmaceutical Co., Ltd. (“Otsuka”). Pursuant to the Agreement, the Company granted Otsuka exclusive rights to develop and commercialize 4D-150 for ophthalmological diseases, including wet AMD and DME, in Japan, China, Australia, and other Asia-Pacific (“APAC”) markets. Otsuka has agreed to lead all re…

Principal Financial Officer and Principal Accounting Officer — Ashoo Gupta: Mr. Ashoo Gupta was promoted to Principal Financial Officer and Principal Accounting Officer.

Results of Operations and Financial Condition. On August 11, 2025, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the three months ended June 30, 2025. A copy of 4DMT’s press release, titled “4DMT Reports Second Quarter 2025 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Chief Financial and Business Officer — Uneek Mehra: Mr. Mehra resigned to pursue other opportunities.

Other Events. 4FRONT Updates On July 2, 2025, the Company announced an update on timing regarding the Company’s Phase 3 program in wet age-related macular degeneration (“wet AMD”). The Company reported that initial enrollment and site activation for 4FRONT-1, the North American Phase 3 clinical trial of 4D-150 in wet AMD, have exceeded initial projections, reflecting continued strong engagement and enthusiasm from investigators and patients. The Company now expects 52-week topline data in the…

Results of Operations and Financial Condition. On May 8, 2025, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the three months ended March 31, 2025. A copy of 4DMT’s press release, titled “4DMT Reports First Quarter 2025 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Results of Operations and Financial Condition. On February 28, 2025, 4D Molecular Therapeutics, Inc. (“4DMT”) announced its financial results for the year ended December 31, 2024. A copy of 4DMT’s press release, titled “4DMT Reports Full Year 2024 Financial Results, Operational Highlights and Expected Upcoming Milestones” is furnished pursuant to

Other Events On February 8, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) reported positive initial interim 52-week data from the Phase 2b Population Extension cohort of the PRISM clinical trial evaluating 4D-150 in a broad wet age-related macular degeneration (“wet AMD”) patient population. Additional data were provided on the durability of aflibercept expression for up to two years. Topline 52-Week Efficacy Results for 4D-150 3E10 vg/eye (Planned Phase 3 Dose) from Phase 2b Populati…

Other Events INTERIM DATA FROM 4D-150 SPECTRA PART 1 CLINICAL TRIAL On January 10, 2025, the Company reported positive topline interim data from Part 1 of the SPECTRA clinical trial evaluating 4D-150 in DME and alignment with the U.S. Food and Drug Administration (“FDA”) on registrational pathway for 4D-150 in DME. Clinical Trial Design & Interim Data from 4D-150 SPECTRA Part 1 Clinical Trial (Data Cutoff of December 13, 2024): • The objective of the 4D-150 SPECTRA Part 1 clinical trial was t…

Results of Operations and Financial Condition. On January 10, 2025, 4D Molecular Therapeutics, Inc. (the “Company”) announced a strategically focused pipeline and resulting updated cash runway guidance. As a result of its strategically focused pipeline, resource reallocation, and discontinued future investment plans on non-core product candidates, each of which is described in further detail in