SecBot SecBot
144 ·Filed Oct 20, 2026

IRON

Disc Medicine, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed8d 1h ago SEC0001628280-26-066535
Form 144, notice of proposed sale of securities
Actionable Insight • Neutral

This is a routine partial exit by a long-term venture investor. The small size relative to market cap suggests no material overhang. Monitor for any subsequent Form 4 filings to confirm whether the sale was executed.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled: T+5d ⚠ clustered
IRON ▲ +5.13% at T+5d
NEUTRAL call +5.13% · α vs SPY +5.23% · entry $76.00 → $79.90
Next anchor: T+20d in 20d
Entry = T+0 close
Oct 20, 2026
via day close
T+1d
-1.28%
call -1.28% · α -0.10%
$75.03
settled 7d ago
T+5d
+5.13%
call +5.13% · α +5.23%
$79.90
settled yesterday
T+20d
Pending
in 20d
T+60d
Pending
in 3mo

Price Chart

Loading chart...

Executive Summary

Atlas Venture Fund X, L.P., a major venture capital shareholder of Disc Medicine (IRON), filed a Form 144 notice of intent to sell 6,965 shares of common stock, with an estimated aggregate market value of approximately $549,747.45. This is a routine partial sale by a venture investor and does not signal a change in company fundamentals.

Key Facts

  • Filer: Atlas Venture Fund X, L.P. (a venture capital fund and major shareholder).
  • Shares proposed for sale: 6,965 shares of common stock.
  • Estimated aggregate market value: approximately $549,747.45.
  • Form 144 is an advance notice of intent to sell; the sale may or may not be executed.
  • Shares were originally acquired on 05/01/2020 via private placement from the issuer.

Financial Impact

Approximately $549,747 in proposed insider sale by a venture capital fund; represents a small fraction of the fund's total holdings and a negligible percentage of the company's market cap.

dilution

Risk Factors

  • Insider selling, even by venture investors, can create modest short-term selling pressure.
  • If this is the start of a larger distribution by Atlas Venture, future filings could signal a more significant overhang.

Investment Themes

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
144 Filing (Primary)0001628280-26-066535
Document: 0001628280-26-066535-index.html0001628280-26-066535
Document: 0001628280-26-066535.txt0001628280-26-066535
37 reports for IRON
Performance horizon
67% Hit rate @ T+20 6 of 9 directional calls Went positive at some point 11 of 15 best @ T+20▲ +20.07%Sep 3, 2026
Filters
Rows
Reports for IRON, sortable and filterable
TypeNow
Oct 26, 2026
2d ago
SC 13D/A
NEUTRAL ★ 3/10
$79.90awaiting T+20awaiting T+20$83.20 (+4.13%)
Oct 22, 2026
6d ago
8-K
BEARISH ★ 6/10
$74.51awaiting T+20awaiting T+20$83.20 (−11.66%)
Oct 21, 2026
7d ago
424B5
BEARISH ★ 6/10
$75.03awaiting T+20awaiting T+20$83.20 (−10.89%)
Oct 21, 2026
7d ago
144
NEUTRAL ★ 2/10
$75.03awaiting T+20awaiting T+20$83.20 (+10.89%)
Oct 21, 2026
7d ago
144
NEUTRAL ★ 3/10
$75.03awaiting T+20awaiting T+20$83.20 (+10.89%)
Oct 21, 2026
7d ago
144
NEUTRAL ★ 2/10
$75.03awaiting T+20awaiting T+20$83.20 (+10.89%)
Oct 20, 2026
8d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$83.20 (+9.47%)
Oct 20, 2026
8d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$83.20 (+9.47%)
Oct 20, 2026
8d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$83.20 (+9.47%)
Oct 19, 2026
9d ago
424B5
BEARISH ★ 6/10
$79.48awaiting T+20awaiting T+20$83.20 (−4.68%)
Showing 10 of 37

US Market Status

Market Closed · Opens Thu (< 1m)

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers
Report published Oct 20, 2026