Monitor for actual sale execution on Form 4. The small size relative to market cap suggests limited price impact, but continued insider selling by a major venture backer could signal reduced conviction. Watch for any subsequent Form 4 filings or changes in ownership levels.
Price 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 33,461 shares of common stock, with an estimated aggregate market value of approximately $2,659,480. This represents a relatively small portion of the fund's likely total holdings and the company's market cap, but signals a potential near-term overhang from a prominent insider affiliate.
Key Facts
- Atlas Venture Fund X, L.P. filed Form 144 to sell 33,461 shares of Disc Medicine (IRON) common stock.
- Estimated aggregate market value of the proposed sale is approximately $2,659,480.
- 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 33,461 shares valued at ~$2.66M, a small fraction of the company's likely market cap.
Risk Factors
- Potential overhang if the sale is executed, though the amount is small.
- Signal of reduced commitment from a key early investor, though routine portfolio rebalancing is also possible.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 144 Filing (Primary) | 0001628280-26-066747 |
| Document: 0001628280-26-066747-index.html | 0001628280-26-066747 |
| Document: 0001628280-26-066747.txt | 0001628280-26-066747 |
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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