IRON Disc Medicine, Inc. Insider Trading

COO Jonathan Yen-Wen Yu sells 18,612 shares for $1,287,800.99 at IRON under 10b5-1 plan; holds 54,324 shares post-sale.

COO Jonathan Yen-Wen Yu executed 2 separate sales totaling 18,612 shares for $1,287,800.99 on 2026-06-16 under a pre-arranged 10b5-1 trading plan adopted on 2026-03-17, reducing his non-derivative holdings from 72,936 shares to 54,324 shares. The sales occurred at blended average price of $69.19, while the stock trades today at $70.79 and has risen 10.5% over 30 days and 21.7% over 90 days. His prior 4 sales at IRON show a consistent pattern: 30-day returns of +12.6%, +11.4%, +9.7%, and +9.0%, followed by 90-day returns of -11.6%, -12.4%, -13.8%, and -14.4%, respectively. Because this sale is scheduled under a 10b5-1 plan rather than discretionary, it does not reflect current timing judgment. The company reported net income of $-63,504,000.00 for its most recent full fiscal year, marking continued unprofitability.

CFO Jean M. Franchi sells 11,156 shares in 3 transactions for $719,727.16 at IRON (avg $64.51); stock now -32.7% from 52-week high

CFO Jean M. Franchi executed 3 separate sales totaling 11,156 shares for $719,727.16 on February 17–18, 2026, reducing his holdings by 13.5% and leaving 71,343 shares. The sales occurred at an average price of $64.51, while the stock now trades at $63.35 and has declined 14.4% over the past 30 days and 31.6% over 90 days—a significant pullback from the 52-week high of $94.11. The company reported a net loss of $-62,321,000.00 for its most recent full fiscal year, indicating ongoing operational challenges. The timing of this multi-transaction disposal, occurring during a period of sharp downward price momentum and negative profitability, warrants investor attention to whether financial discipline or broader strategic concerns are driving the reduction.

CEO Quisel John D sold 13,264 shares of IRON at $62.86 on 2026-02-17; stock down -30.3% from 52-week high.

Quisel John D, Chief Executive Officer of Disc Medicine, reduced his position by 13,264 shares (5.5% of pre-transaction holdings) at $62.86, leaving him with 226,064 shares. The sale occurs as IRON trades -30.3% below its 52-week high and -7.6% over the prior 30 days, with the company unprofitable at $-62,321,000 net income for its most recent fiscal year. His prior four sales at this same ticker (all on 2025-12-11) have produced declines of -14.1% to -16.6% over their subsequent 30-day windows, though only one prior 90-day outcome is measurable at this ticker (the 2025-07-09 sale, which showed +22.9%, poorly timed). Across all his open-market history and all tickers, his cross-ticker track record shows an 81.82% well-timed rate on 15 prior sells with an average 90-day return of -11.8%, suggesting a pattern of selling before stock declines. The timing of this sale relative to recent and sustained price weakness deserves scrutiny given the company's unprofitability and the CEO's recent concentrated selling activity at this same security.

Khara Rahul (CLO) sold 6,500 shares ($511.5K) at blended $78.69 on 2026-01-02; holds 37.8K post-sale.

Khara Rahul, Chief Legal Officer, executed 3 separate sales totaling 6,500 shares for $511,471.75 at prices ranging from $77.67 to $79.27 on 2026-01-02, reducing holdings by 14.7% to 37,793 shares. This transaction occurred near the stock's 52-week high of $94.11, with the current price at $78.63 representing a 16.4% decline from peak and a 15.7% drop over 30 days. Across his prior sales at IRON (2 trades in 2023), the stock subsequently gained 15.4% and 12.3% over 30 days respectively and 31.9% and 28.4% over 90 days—a pattern indicating poorly-timed sales where the insider sold before material gains. The company carries significant losses ($-62.3M net income) and operates at a $3.0B market cap, adding context for a substantial reduction in insider holdings.

CMO William Jacob Savage sells 13,093 shares at $91.22 avg; 100% success rate timing prior IRON sales, as unprofitable company flirts with 52-week highs.

William Jacob Savage, Chief Medical Officer of Disc Medicine (IRON), executed 3 separate sales totaling 13,093 shares for $1,194,372.11 on 2025-12-15, reducing his holdings by 14.7% to 75,702 shares. The sales occurred near the company's 52-week high of $94.11 (current price $91.47, only -2.8% from peak), at a blended average price of $91.22. Notably, Savage's 5 prior open-market sales at IRON all generated negative 90-day returns (ranging from -9.1% to -18.6%), establishing a perfect 100% timing pattern on this ticker. His cross-ticker track record shows a 100.00% well-timed sell rate, though with mixed 90-day outcomes (avg +3.2% 30-day, avg -13.8% 90-day). The sale occurs against a backdrop of company fundamentals showing negative $62,321,000 net income for the most recent full fiscal year, yet a substantial $3.5B market cap—a contrasting signal that invites scrutiny of the CMO's conviction at current valuations.

Director Kevin Bitterman sold 184,123 shares (92.9% of holdings) in 19 transactions for $16,858,639.38, reducing stake from 198.3K to 14.2K shares.

Kevin Bitterman, Director at Disc Medicine (IRON), executed 19 separate sales across December 12–16, 2025, totaling 184,123 shares for $16,858,639.38 at a blended average price of $91.56. This represents a near-complete liquidation, reducing his holdings from 198.3K shares to 14.2K shares (a 92.9% reduction). The timing coincides with the stock near its 52-week high of $94.11 (current price $91.47 is only 2.8% below peak), and the company remains unprofitable with full-year net income of $-62,321,000.00. While his cross-ticker track record shows an average 30-day return of +6.5% following prior sells, his five measurable sales at IRON on 2025-10-17 have shown mixed outcomes (ranging from -2.1% to +4.4% over 30 days), with no 90-day track record yet established at this ticker to assess selling timing patterns. The scale and structure of this liquidation—nearly complete, executed at near-peak prices, in an unprofitable company—merits investor scrutiny of the underlying business catalyst and director sentiment.

CEO Quisel sells 40,000 IRON shares for $3.7M at $93.05 blended price; company posted $-62.3M net loss

Quisel John D, Chief Executive Officer of Disc Medicine, executed 4 separate sales totaling 40,000 shares for $3,721,931.19 on 2025-12-11, reducing his holdings by 18.9% from 211,828 to 171,828 shares. The sales occurred at prices ranging from $90.97 to $93.65 per share, slightly above the current price of $92.00 and near the 52-week high of $94.11. The company reported a net loss of $-62,321,000.00 in its most recent full fiscal year, indicating ongoing profitability challenges. While his prior sales at IRON show mixed timing patterns (3 of 5 well-timed at 90 days), this large concentration of sales by the CEO during a period when the company remains unprofitable warrants investor attention to any forward guidance or structural improvements management may communicate.

COO Yu Jonathan Yen-Wen sold 30,000 shares at blended average $84.70 for $2.5M on 2025-11-11; retains 40.6K shares post-sale.

Yu Jonathan Yen-Wen executed 4 separate sales totaling 30,000 shares for $2,540,922.64 at prices ranging from $83.15 to $85.91, reducing his stake by 42.5% relative to pre-transaction holdings. This substantial reduction in the COO's ownership occurs while the stock is -3.2% from its 52-week high and at $87.04 current price, representing a modest premium to the transaction prices. The company is unprofitable with net income of -$62,321,000.00, creating a backdrop of business pressure; however, the 90-day price appreciation of 45.4% and the blended sale price of $84.70 near recent highs suggest the executive locked in gains during a period of sustained upward momentum. With significant equity stakes typically anchored to executive retention and long-term alignment, a 42.5% reduction in holdings warrants investor attention to any scheduled plan disclosures and forward guidance.

AI DMI LLC (10% owner) sold 744,047 shares of IRON at $80.47 for $59.9M, reducing stake to 2.81M shares (-20.9%)

A substantial block sale by a 10% shareholder liquidated nearly one-fifth of its position at $80.47 per share, generating $59,873,462.09 in proceeds. The sale occurs amid strong recent price momentum—the stock is up 37.2% over 30 days and 41.3% over 90 days—yet the company remains unprofitable with net income of $-55,247,000.00 over its most recent full fiscal year. The disposal of this magnitude from a major institutional holder reduces insider conviction at current valuation levels and may signal reassessment of IRON's risk-reward profile given the absence of profitable operations. This divestiture, combined with the stock's steep rally into the sale, warrants examination of whether the liquidation reflects a view that valuation has decoupled from the company's operating performance.

Director Bitterman sold 93,585 shares (93.6K) at blended avg $85.97 for $8.0M in 17 transactions over 3 days ending 2025-10-17

Kevin Bitterman, a Director at Disc Medicine, executed 17 separate sales totaling 93,585 shares for $8,045,251.74 over October 15–17, 2025, reducing his holdings by 19.5% to 385,549 shares. The sales occurred at prices ranging from $77.11 to $91.88, with a blended average of $85.97, near the current price of $89.94 at the high end of the 52-week range ($34.28–$89.94). Notably, his prior 5 trades at IRON (October 8) were also sales with outcomes not yet measurable, establishing a pattern of sequential liquidation. His cross-ticker track record shows 19 prior sells with a 50.00% well-timed rate and a negative 90-day average return of -23.5%, indicating historically mixed timing effectiveness, yet the company itself reported a net loss of $-55,247,000.00 for the most recent full fiscal year, adding fundamental context to director-level equity disposition activity.