This is a routine diversification sale by a pre-IPO venture investor holding shares since 2020. The small size relative to total holdings suggests no material signal. Monitor for any follow-on Form 4 filings from officers or directors, which would carry more weight.
Price Chart
Executive Summary
Atlas Venture Fund X, L.P., a major pre-IPO venture investor in Disc Medicine (IRON), filed a Form 144 on October 19, 2026, signaling intent to sell 14,414 shares of common stock. The proposed sale has an approximate market value of $819,292 based on the filing, representing a small fraction of the fund's total holdings of 38,392,844 shares. This is a routine diversification sale by a venture capital fund that has held the shares since a private placement in May 2020, and does not reflect any change in the company's operational outlook.
Key Facts
- Atlas Venture Fund X, L.P. filed Form 144 to sell 14,414 shares of Disc Medicine (IRON) common stock.
- The proposed sale value is approximately $819,292 based on the filing date price.
- The shares were acquired in a private placement on May 1, 2020.
- Atlas Venture Fund X, L.P. holds a total of 38,392,844 shares of IRON.
- The sale represents only ~0.04% of the fund's total reported holdings.
- The filing is a routine advance notice of intent to sell by a venture capital fund, not an officer or director.
Financial Impact
Proposed sale of 14,414 shares valued at ~$819,292, representing ~0.04% of Atlas Venture's total IRON holdings.
Risk Factors
- If this sale is followed by larger insider sales or a broader distribution by Atlas Venture, it could signal reduced conviction.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001628280-26-066325 |
| Document: 0001628280-26-066325-index.html | 0001628280-26-066325 |
| Document: 0001628280-26-066325.txt | 0001628280-26-066325 |
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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