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144 ·Filed Oct 21, 2026

IRON

Disc Medicine, Inc.
NEUTRAL
Impact 2/10
Horizondays Processed6d 21h ago SEC0001628280-26-066745
Form 144, notice of proposed sale of securities
Actionable Insight • Neutral

The proposed sale is de minimis and likely routine portfolio management by a venture investor. No material impact on stock expected. Monitor for any subsequent Form 4 filings to confirm execution.

DirectionNeutral
Confidencehigh
Horizondays
Latest settled: T+1d ⚠ clustered
IRON ▼ -0.69% at T+1d
NEUTRAL call -0.69% · α vs SPY -0.17% · entry $75.03 → $74.51
Next anchor: T+5d due 7h ago
Entry = T+0 close
Oct 21, 2026
via day close
T+1d
-0.69%
call -0.69% · α -0.17%
$74.51
settled 6d ago
T+5d
Pending
due 7h ago
T+20d
Pending
in 21d
T+60d
Pending
in 3mo

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Executive Summary

Atlas Venture Fund XII, L.P., a major venture capital shareholder of Disc Medicine (IRON), filed a Form 144 notice of intent to sell 266 shares of common stock, with an estimated aggregate market value of approximately $21,141.68. The shares were acquired in a private placement on May 1, 2020. This is a very small proposed sale relative to the fund's likely total holdings and the company's market cap, and is likely a routine portfolio adjustment.

Key Facts

  • Atlas Venture Fund XII, L.P. filed Form 144 to sell 266 shares of Disc Medicine common stock.
  • Estimated aggregate market value of the proposed sale is approximately $21,141.68.
  • Shares were acquired in a private placement on May 1, 2020.
  • The filing is an advance notice of intent to sell; the sale may not occur.

Financial Impact

Proposed sale of 266 shares valued at ~$21,142, a negligible amount relative to the company's market cap and the fund's holdings.

dilution

Risk Factors

  • Insider selling could signal reduced conviction, but the amount here is too small to be meaningful.

Investment Themes

Documents Analyzed

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

DocumentAccession Number
144 Filing (Primary)0001628280-26-066745
Document: 0001628280-26-066745-index.html0001628280-26-066745
Document: 0001628280-26-066745.txt0001628280-26-066745
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
1d ago
SC 13D/A
NEUTRAL ★ 3/10
$77.66awaiting T+20awaiting T+20$82.36 (+6.05%)
Oct 22, 2026
5d ago
8-K
BEARISH ★ 6/10
$74.51awaiting T+20awaiting T+20$82.36 (−10.53%)
Oct 21, 2026
6d ago
424B5
BEARISH ★ 6/10
$75.03awaiting T+20awaiting T+20$82.36 (−9.76%)
Oct 21, 2026
6d ago
144
NEUTRAL ★ 2/10
$75.03awaiting T+20awaiting T+20$82.36 (+9.76%)
Oct 21, 2026
6d ago
144
NEUTRAL ★ 3/10
$75.03awaiting T+20awaiting T+20$82.36 (+9.76%)
Oct 21, 2026
6d ago
144
NEUTRAL ★ 2/10
$75.03awaiting T+20awaiting T+20$82.36 (+9.76%)
Oct 20, 2026
7d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$82.36 (+8.36%)
Oct 20, 2026
7d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$82.36 (+8.36%)
Oct 20, 2026
7d ago
144
NEUTRAL ★ 2/10
$76.00awaiting T+20awaiting T+20$82.36 (+8.36%)
Oct 19, 2026
8d ago
424B5
BEARISH ★ 6/10
$79.48awaiting T+20awaiting T+20$82.36 (−3.62%)
Showing 10 of 37

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Report published Oct 21, 2026