Insider Cluster (2 insiders) ·Filed Jul 14, 2026

IRON

Disc Medicine, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed2mo ago
Insider cluster: 2 insiders, $729K total
Actionable Insight • Neutral

This insider cluster is too small to signal a change in business outlook. Monitor upcoming pipeline catalysts (e.g., bitopertin or DISC-0974 data) for fundamental direction; insider activity alone does not warrant a trade.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+20d
IRON ▲ +6.01% at T+20d
NEUTRAL call ✓ call won +6.01% · α vs SPY +3.67% · entry $76.02 → $80.59
Next anchor: T+60d in 5d
Latest observation: T+53 -12.06% FF3 residual α
Entry anchored
Jul 14, 03:59 PM ET
via exchange tick
T+1d
-3.35%
call -3.35% · α -2.81%
$73.47
settled 3mo ago
T+5d
-2.24%
call -2.24% · α -1.26%
$74.32
settled 2mo ago
T+20d
+6.01%
call +6.01% · α +3.67%
$80.59
settled 7w ago
T+60d
—
call — · α —
—
in 5d

Price Chart

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Executive Summary

Two insiders at Disc Medicine (CEO and COO) sold a combined $729K in open-market shares over a one-week window. The total value is less than 0.03% of the company's $2.9B market cap, making this cluster economically trivial and routine. The CEO's sales followed option exercises, consistent with typical tax/diversification planning, and the COO's sale was negligible.

Key Financial Metrics

Direction
selling
Total Value
$729.0K
Insiders
2

Key Facts

  • CEO John Quisel sold 9,700 shares at $74.27 for $721K on 2026-07-13
  • COO Jonathan Yen-Wen Yu sold 100 shares at $82.50 for $8K on 2026-07-07
  • Total open-market sales of $729K represent ~0.025% of IRON's $2.9B market cap
  • CEO also exercised 32,000+ options (non-cash) on the same day, a common pattern for share settlement

Financial Impact

Insider sales of $729K are immaterial relative to $2.9B market cap

dilution

Risk Factors

  • No material risk from this filing; the cluster is routine and non-informative

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 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-IRON-1784068362255
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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Report published Jul 14, 2026