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IRON · Disc Medicine, Inc.
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IRON Disc Medicine (IRON) Insider Trading, Ownership & Congress Trades

Pharma & Biotech · Pharmaceutical preparations · CIK 0001816736
Quote by TradingView
Form 144 · 27
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
116
13F, latest reported quarter
Conversions, 180 days
20
Codes C/M, not in net · $3.1M priced

What the filings say about IRON

Insiders, 180 days
-$21.2M net sold
4 sellers · 54% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$22.2M
27 notices

Disc Medicine insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, Disc Medicine, Inc. insiders sold a net $21.2M of stock across 372 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Bitterman Kevin
Director
SELL
2026-10-21 SEC
13,783
$1.1M
+3.5%
Context
  • 88 earlier Form 4 trades (code P or S) here by this insider (1 buy, 87 sales), the last on Oct 20, 2026.
  • The trade is 4.7% of the 296,277 shares held after it.
  • No other insider sold within 30 days.
  • 116 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bitterman Kevin sold about $1.1M of IRON under a 10b5-1 plan on Oct 21, 2026; 116 funds added in the latest 13F quarter.
Bitterman Kevin
Director
SELL
2026-10-21 SEC
11,470
$920.2K
+3.5%
Context
  • 88 earlier Form 4 trades (code P or S) here by this insider (1 buy, 87 sales), the last on Oct 20, 2026.
  • The trade is 3.9% of the 293,430 shares held after it.
  • No other insider sold within 30 days.
  • 116 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bitterman Kevin sold about $920.2K of IRON under a 10b5-1 plan on Oct 21, 2026; 116 funds added in the latest 13F quarter.
Bitterman Kevin
Director
SELL
2026-10-21 SEC
266
$21.3K
+3.5%
Context
  • 88 earlier Form 4 trades (code P or S) here by this insider (1 buy, 87 sales), the last on Oct 20, 2026.
  • The trade is 2.0% of the 12,991 shares held after it.
  • No other insider sold within 30 days.
  • 116 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bitterman Kevin sold about $21.3K of IRON under a 10b5-1 plan on Oct 21, 2026; 116 funds added in the latest 13F quarter.
Bitterman Kevin
Director
SELL
2026-10-21 SECtraded 2026-10-20
2,869
$229.4K
+3.5%
Context
  • 85 earlier Form 4 trades (code P or S) here by this insider (1 buy, 84 sales), the last on Oct 19, 2026.
  • The trade is 0.9% of the 310,060 shares held after it.
  • No other insider sold within 30 days.
  • 116 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bitterman Kevin sold about $229.4K of IRON under a 10b5-1 plan on Oct 20, 2026; 116 funds added in the latest 13F quarter.
Bitterman Kevin
Director
SELL
2026-10-21 SECtraded 2026-10-20
2,388
$190.9K
+3.5%
Context
  • 85 earlier Form 4 trades (code P or S) here by this insider (1 buy, 84 sales), the last on Oct 19, 2026.
  • The trade is 0.8% of the 304,900 shares held after it.
  • No other insider sold within 30 days.
  • 116 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Bitterman Kevin sold about $190.9K of IRON under a 10b5-1 plan on Oct 20, 2026; 116 funds added in the latest 13F quarter.
372 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 367 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$21.2M over 180 days
-$13.6M over 90 days
below 88% of Pharma & Biotech
Congress
no House purchase disclosed in the last 12 months
Funds
116 funds bought in last quarter
more than 74% of Pharma & Biotech
Revenue
no revenue reported in any filing
Margin
no margin: no revenue reported
Buybacks
no share repurchases reported
Short interest
21.6% of the float short (float per yahoo 2026-10-26) · 12.8 days to cover · settled 2026-09-30
more than 93% of Pharma & Biotech
What changed in the last 30 days
Oct 21Director Bitterman Kevin sold $3.4M under a 10b5-1 plan (9 trades, Oct 19 to Oct 21)
Why it matters
A 10b5-1 plan schedules trades months ahead, so this says little about what the insider thinks today.
Oct 21Shareholder Atlas Venture Fund X, LP filed to sell $2.7M by Oct 21 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 21Shareholder Atlas Venture Opportunity Fund I, LP filed to sell $1.1M by Oct 21 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 21Shareholder Atlas Venture Opportunity Fund II, LP filed to sell $911.6K by Oct 21 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.
Oct 19Shareholder Atlas Venture Fund X, LP filed to sell $819.3K by Oct 19 (Form 144)
Why it matters
A Form 144 is a notice of intent to sell; the sale may not happen, and it says nothing about the price.

Watch IRON

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
-7.2%12M
-33%-18%-3%+12%2025-102025-122026-022026-042026-062026-082026-10 2025-12-16 · Bitterman Kevin sold $3.3M2025-12-15 · Bitterman Kevin sold $2.6M2026-09-02 · Bitterman Kevin sold $2.1M2026-09-11 · Bitterman Kevin sold $1.9M2026-09-02 · Bitterman Kevin sold $1.8M2025-12-16 · Bitterman Kevin sold $1.7M2026-06-18 · Quisel John D sold $1.6M2025-12-11 · Quisel John D sold $1.6M2025-12-11 · Quisel John D sold $1.5M2025-12-12 · Bitterman Kevin sold $1.5M2025-12-15 · Bitterman Kevin sold $1.4M2025-12-16 · Bitterman Kevin sold $1.3M2026-07-13 · Quisel John D sold $1.3M2026-10-21 · Bitterman Kevin sold $1.1M2025-12-15 · Bitterman Kevin sold $1.0M2026-08-17 · Quisel John D sold $1.0M2026-08-17 · Quisel John D sold $949.2K2026-10-21 · Bitterman Kevin sold $920.2K2025-12-15 · Savage William Jacob sold $836.8K2026-02-17 · Quisel John D sold $833.8K2026-06-16 · Yu Jonathan Yen-Wen sold $801.1K2025-11-11 · Yu Jonathan Yen-Wen sold $798.7K2025-12-12 · Bitterman Kevin sold $784.9K2026-08-25 · Yu Jonathan Yen-Wen sold $731.1K2026-07-13 · Quisel John D sold $720.7K2026-06-22 · Yu Jonathan Yen-Wen sold $704.8K2025-11-11 · Yu Jonathan Yen-Wen sold $690.7K2026-06-18 · Quisel John D sold $673.2K2025-11-11 · Yu Jonathan Yen-Wen sold $666.4K2026-08-17 · Quisel John D sold $656.1K2025-12-15 · Bitterman Kevin sold $643.1K2025-12-12 · Bitterman Kevin sold $604.8K2026-07-13 · Quisel John D sold $486.7K2026-06-16 · Yu Jonathan Yen-Wen sold $486.7K2026-10-19 · Bitterman Kevin sold $474.8K2026-04-14 · Franchi Jean M. sold $433.2K2026-08-06 · Khara Rahul sold $400.0K2025-12-11 · Quisel John D sold $399.9K2026-10-19 · Bitterman Kevin sold $395.2K2026-01-02 · Khara Rahul sold $392.5K2025-11-11 · Yu Jonathan Yen-Wen sold $385.1K2026-06-18 · Khara Rahul sold $377.7K2026-10-21 · Atlas Venture Fund X, LP filed to sell $2.7M2026-10-21 · Atlas Venture Fund XII, LP filed to sell $21.1K2026-10-21 · Atlas Venture Opportunity Fund I, LP filed to sell $1.1M2026-10-21 · Atlas Venture Opportunity Fund II, LP filed to sell $911.6K2026-10-20 · Atlas Venture Fund X, LP filed to sell $549.7K2026-10-20 · Atlas Venture Fund XII, LP filed to sell $4.3K2026-10-20 · Atlas Venture Opportunity Fund I, LP filed to sell $226.5K2026-10-20 · Atlas Venture Opportunity Fund II, LP filed to sell $188.5K2026-10-19 · Atlas Venture Fund X, LP filed to sell $819.3K2026-10-19 · Atlas Venture Fund XII, LP filed to sell $6.5K2026-10-19 · Atlas Venture Opportunity Fund I, LP filed to sell $337.5K2026-10-19 · Atlas Venture Opportunity Fund II, LP filed to sell $280.9K2026-09-11 · KEVIN J BITTERMAN filed to sell $1.9M2026-09-04 · Atlas Venture Fund X, LP filed to sell $175.6K2026-09-04 · Atlas Venture Fund XII, LP filed to sell $1.4K2026-09-04 · Atlas Venture Opportunity Fund I, LP filed to sell $72.4K2026-09-04 · Atlas Venture Opportunity Fund II, LP filed to sell $60.2K2026-09-03 · Atlas Venture Fund X, LP filed to sell $546.1K2026-09-03 · Atlas Venture Fund XII, LP filed to sell $4.3K2026-09-03 · Atlas Venture Opportunity Fund I, LP filed to sell $224.9K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns IRON: institutional holders (13F)

13F holdings, latest reported quarter
FMR LLC
4,894,473 sh
$358.0M
BlackRock, Inc.
2,467,899 sh
$180.5M
RA CAPITAL MANAGEMENT, L.P.
2,450,221 sh
$179.2M
JPMORGAN CHASE & CO
1,875,795 sh
$139.9M
WELLINGTON MANAGEMENT GROUP LLP
1,741,351 sh
$127.4M

Congress trades in IRON

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

IRON planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Atlas Venture Fund X, LP
Filed 2026-10-21
$2.7M
Atlas Venture Fund XII, LP
Filed 2026-10-21
$21.1K
Atlas Venture Opportunity Fund I, LP
Filed 2026-10-21
$1.1M
Atlas Venture Opportunity Fund II, LP
Filed 2026-10-21
$911.6K
Atlas Venture Fund X, LP
Filed 2026-10-20
$549.7K

IRON mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
ALPS Medical Breakthroughs ETF
$2.7M position · as of 2026-05-31
1.7%
Eventide Healthcare & Life Sciences Fund
$28.9M position · as of 2026-06-30
1.6%
Fidelity Disruptive Medicine ETF
$481.8K position · as of 2026-05-31
1.2%
PGIM Jennison Health Sciences Fund
$13.8M position · as of 2026-05-29
1.0%
Invesco Dorsey Wright Healthcare Momentum ETF
$2.1M position · as of 2026-07-31
0.9%
JPMorgan Small Cap Growth Fund
$20.1M position · as of 2026-06-30
0.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Clinical pipeline
10 registered trials, 5 still running (ClinicalTrials.gov). A status change is dated here weeks before the press release.
3
Phase 1
1 active
3
Phase 2
2 active
1
Phase 3
0 active
1
Not applicable
0 active
2
Multi-phase
2 active
What changed recently
Study of Bitopertin in Participants With EPP or XLP (APOLLO)
2026-10-10 · Completion moved 2026-09 → 2026-09-08
Phase 3
Study of Bitopertin in Participants With EPP or XLP (APOLLO)
2026-10-10 · Active Not Recruiting → Completed
Phase 3
Matched by sponsor name. Trials run under a subsidiary's own name are not included.
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.0M
$13.5M
$3.8M
+158%
+20%
2024
$9.1M
$8.7M
$3.8M
+106%
-9%
2023
$909.1K
$5.2M
$1.2M
+88%
-8%
2022
$1.8M
$1.2M
$841.3K
-35%
-12%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $21.2M sold by insiders over 180 days, 116 funds added last quarter, $22.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
UTHRCPIXMRNAREGNLLYALNYMDGLCITRDNAVRTXNUVLTWST

IRON financials

Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Free cash flow, TTM
-$197.6M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
0.09x
long-term 2026-06-30 plus current 2020-12-31 (66 months older than the period end); equity 2026-06-30
Cash flow to debt
-3.33x
TTM operating cash flow over long-term 2026-06-30 plus current 2020-12-31 (66 months older than the period end)
Return on equity
-39.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
-35.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on capital employed
-39.9%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Enterprise value
$2.9B
market value at close 2026-10-26 on 2026-07-23 shares, plus long-term 2026-06-30 plus current 2020-12-31 (66 months older than the period end), minus cash 2026-06-30
FCF yield
-6.6%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Operating income-$236.0M-$129.7M-$91.1M-$47.5M
Net income-$212.2M-$109.4M-$76.4M-$46.8M
EPS (diluted)-6.01-3.96-3.42-45.05
Operating cash flow-$180.4M-$93.9M-$73.5M-$42.3M
Cash$91.1M$192.4M$360.4M$194.6M
Long-term debt$29.2M$28.3M$0n/a
SEC XBRL, fiscal years, as known on 2026-10-28

IRON Stock Sonar score 5/7 axes

Find similar shapesCompare

IRON ranks highest on profitability (59th percentile) and institutional and government (47th), and lowest on insider conviction (6th), among Pharma & Biotech peers.

ProfitHealthInsidersInstitutionsRisk
Profitability
59
Inputs
  • Return on equity-39.1% · 61 pct, sector of 545
  • Return on assets-35.1% · 56 pct, sector of 691
  • Return on invested capitalpre-tax loss, no effective tax rate to apply
  • Return on capital employed-39.9% · 59 pct, sector of 576
Financial health
45
Inputs
  • Debt to equity0.09x · 55 pct, sector of 352
  • Cash flow to debt-3.33x · 35 pct, sector of 371
Insider conviction
6
Inputs
  • Net Form 4 buying (codes P and S), 180d-$12.6M · 12 pct, sector of 428
  • Insider buyers, 180d0 · 0 pct, sector of 437
Institutional and government
47
Inputs
  • Funds adding, latest quarter116 · 74 pct, sector of 698
  • Congress net buyers, 365dno Congress trades in 365 days
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$100K · 20 pct, sector of 133
Risk and compliance
13
Inputs
  • Short interest, % of float+21.6% · 13 pct, sector of 813
  • Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
  • EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
  • New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Growth, US patents
  • Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

IRON filings, in plain words

Are Disc Medicine insiders buying or selling IRON?

In the 180 days to 2026-10-28, Disc Medicine insiders were net sellers, a net $21.2M across purchases and sales reported on Form 4, by 4 sellers.

Are there planned insider sales of IRON?

Yes. 27 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $22.2M of stock; the latest, by Atlas Venture Fund X, LP, was filed 2026-10-21.

Read the full summary

In the 180 days to 2026-10-28, Disc Medicine insiders were net sellers of IRON, a net $21.2M across purchases and sales reported on Form 4 by 4 sellers. 54% of the 48 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 27 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $22.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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