Monitor for actual Form 4 filings in the coming days to confirm whether the sale was executed. A completed sale by a top-tier venture investor could signal reduced conviction, but the small size limits immediate price impact.
Price Chart
Executive Summary
Atlas Venture Opportunity Fund I, L.P., a significant insider/affiliate of Disc Medicine (IRON), filed a Form 144 notice of intent to sell 5,937 shares of common stock, with an approximate market value of $337,459. This is a relatively small sale relative to the issuer's outstanding shares (~38.4M), but the filing signals a potential near-term distribution by a major venture backer.
Key Facts
- Atlas Venture Opportunity Fund I, L.P. filed Form 144 to sell 5,937 shares of Disc Medicine common stock.
- Estimated aggregate market value of the proposed sale is $337,459 based on the filing date (10/19/2026).
- The shares were originally acquired in a private placement on 05/01/2020.
- The issuer has approximately 38,392,844 shares outstanding, making this a ~0.015% dilution signal.
- The filing is an advance notice of intent to sell; the actual sale may or may not occur.
Financial Impact
Proposed sale of 5,937 shares valued at ~$337,459, representing ~0.015% of outstanding shares.
Risk Factors
- Insider selling by a major venture backer may signal reduced conviction or portfolio rebalancing.
- The sale is small relative to market cap, limiting direct price impact.
- Form 144 is an intent to sell; the sale may not be executed.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001628280-26-066326 |
| Document: 0001628280-26-066326-index.html | 0001628280-26-066326 |
| Document: 0001628280-26-066326.txt | 0001628280-26-066326 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 2d ago | SC 13D/A | $79.90 | awaiting T+20 | awaiting T+20 | $79.90 (+0.00%) |
Oct 22, 2026 6d ago | 8-K | $74.51 | awaiting T+20 | awaiting T+20 | $79.90 (−7.23%) |
Oct 21, 2026 7d ago | 424B5 | $75.03 | awaiting T+20 | awaiting T+20 | $79.90 (−6.49%) |
Oct 21, 2026 7d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $79.90 (+6.49%) |
Oct 21, 2026 7d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $79.90 (+6.49%) |
Oct 21, 2026 7d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $79.90 (+6.49%) |
Oct 20, 2026 8d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $79.90 (+5.13%) |
Oct 20, 2026 8d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $79.90 (+5.13%) |
Oct 20, 2026 8d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $79.90 (+5.13%) |
Oct 19, 2026 9d ago | 424B5 | $79.48 | awaiting T+20 | awaiting T+20 | $79.90 (−0.53%) |
US Market Status
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