This is a routine insider intent-to-sell filing by a venture capital fund. The small size relative to market cap suggests no material impact. Monitor for actual sale execution on Form 4, but no immediate trading action is warranted.
Price Chart
Executive Summary
Atlas Venture Opportunity Fund I, L.P., a major insider shareholder, filed a Form 144 on October 21, 2026, indicating intent to sell 13,783 shares of Disc Medicine (IRON) common stock, with an approximate market value of $1.1 million. This represents a very small fraction of the company's outstanding shares and likely a routine portfolio rebalancing by a venture capital fund, not a signal of deteriorating fundamentals.
Key Facts
- Atlas Venture Opportunity Fund I, L.P. filed a Form 144 to sell 13,783 shares of Disc Medicine (IRON).
- The estimated aggregate market value of the proposed sale is approximately $1,095,472.84.
- The shares were acquired in a private placement on May 1, 2020.
- The filing date is October 21, 2026.
- The selling entity is a venture capital fund, not an executive officer or director.
Financial Impact
Proposed sale of ~$1.1M worth of shares, representing a tiny fraction of the company's market cap.
Risk Factors
- The sale could be executed in the near future, adding modest selling pressure.
- If this is part of a larger distribution by Atlas Venture, future filings may indicate further selling.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001628280-26-066748 |
| Document: 0001628280-26-066748-index.html | 0001628280-26-066748 |
| Document: 0001628280-26-066748.txt | 0001628280-26-066748 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | SC 13D/A | $77.66 | awaiting T+20 | awaiting T+20 | $82.36 (+6.05%) |
Oct 22, 2026 5d ago | 8-K | $74.51 | awaiting T+20 | awaiting T+20 | $82.36 (−10.53%) |
Oct 21, 2026 6d ago | 424B5 | $75.03 | awaiting T+20 | awaiting T+20 | $82.36 (−9.76%) |
Oct 21, 2026 6d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $82.36 (+9.76%) |
Oct 21, 2026 6d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $82.36 (+9.76%) |
Oct 21, 2026 6d ago | 144 | $75.03 | awaiting T+20 | awaiting T+20 | $82.36 (+9.76%) |
Oct 20, 2026 7d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $82.36 (+8.36%) |
Oct 20, 2026 7d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $82.36 (+8.36%) |
Oct 20, 2026 7d ago | 144 | $76.00 | awaiting T+20 | awaiting T+20 | $82.36 (+8.36%) |
Oct 19, 2026 8d ago | 424B5 | $79.48 | awaiting T+20 | awaiting T+20 | $82.36 (−3.62%) |
US Market Status
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