144 ·Filed Sep 2, 2026

IRON

Disc Medicine, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed29d 16h ago SEC0001628280-26-060165
Form 144 — notice of proposed sale of securities
Actionable Insight • Neutral

This is a routine and immaterial insider sale notice from a venture capital fund. No trading action is warranted based on this filing alone. Monitor for any actual sales on Form 4 or changes in insider selling patterns.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
IRON ▼ -11.73% at T+5d
NEUTRAL call ✗ call lost -11.73% · α vs SPY -10.58% · entry $79.37 → $70.06
Next anchor: T+20d due yesterday
Latest observation: T+19 -25.54% FF3 residual α
Entry anchored
Sep 2, 04:00 PM ET
via 1-min bar
T+1d
-0.18%
call -0.18% · α +0.21%
$79.23
settled 29d ago
T+5d
-11.73%
call -11.73% · α -10.58%
$70.06
settled 22d ago
T+20d
—
call — · α —
—
due yesterday
T+60d
—
call — · α —
—
in 8w

Price Chart

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Executive Summary

Atlas Venture Fund XII, L.P., a venture capital insider, filed a Form 144 notice of intent to sell 513 shares of Disc Medicine (IRON) common stock, with an approximate market value of $40,358. This is a very small sale relative to the company's $3.0B market cap and the insider's likely holdings, and is likely a routine portfolio adjustment by a venture investor, not a signal of deteriorating fundamentals. The filing is neutral and low-impact, with no material read-through for the stock.

Key Facts

  • Atlas Venture Fund XII, L.P. filed a Form 144 to sell 513 shares of Disc Medicine (IRON) common stock.
  • The approximate market value of the proposed sale is $40,358.
  • The shares were acquired in a private placement on May 1, 2020.
  • The filing is an advance notice of intent to sell, not a completed transaction.

Financial Impact

Proposed sale of 513 shares valued at approximately $40,358, a negligible amount relative to the company's $3.0B market cap.

dilution

Risk Factors

  • The sale is not completed yet; the insider may choose not to sell.
  • No material risk to the company or stock from this filing.

Market Snapshot

Exchange
Nasdaq
Sector
Pharmaceutical Preparations
Analyst Consensus
95% bullish (19 analysts)

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

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

DocumentAccession Number
144 Filing (Primary)0001628280-26-060165
Document: 0001628280-26-060165-index.html0001628280-26-060165
Document: 0001628280-26-060165.txt0001628280-26-060165
20 reports for IRON
Performance horizon
67% Hit rate 6 of 9 directional calls best @ T+60▲ +17.13%Jun 9, 2026
Filters
Rows
Reports for IRON — sortable, filterable
TypeNow
Sep 10, 2026
22d ago
8-K
BULLISH ★ 7/10
$74.14 $69.18▼ −6.69%▼ −6.19%$64.48 (−13.03%)
Sep 9, 2026
22d ago
Press Release
BULLISH ★ 7/10
$74.14 $69.18▼ −6.69%▼ −6.19%$64.48 (−13.03%)
Sep 3, 2026
28d ago
Insider Cluster
BEARISH ★ 5/10
$79.23 $68.92▲ +13.01%▲ +11.80%$64.48 (+18.62%)
Sep 2, 2026
29d ago
144
NEUTRAL ★ 2/10
$79.37 $70.06▼ −11.73%▼ −10.58%$64.48 (−18.76%)
Aug 27, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$82.55 $79.37▼ −3.85%▼ −4.12%$64.48 (−21.89%)
Aug 18, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$80.32 $82.67▲ +2.93%▲ +3.31%$64.48 (−19.72%)
Aug 14, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$80.05 $80.94▲ +1.11%▲ +2.30%$64.48 (−19.45%)
Jul 30, 2026
9w ago
8-K
BULLISH ★ 7/10
$79.21 $77.44▼ −2.23%▼ −5.86%$64.48 (−18.60%)
Jul 30, 2026
9w ago
Press Release
BULLISH ★ 7/10
$79.21 $77.44▼ −2.23%▼ −5.86%$64.48 (−18.60%)
Jul 14, 2026
11w ago
Insider Cluster
NEUTRAL ★ 2/10
$76.02 $74.32▼ −2.24%▼ −1.26%$64.48 (−15.18%)
Showing 10 of 20

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