Jonathan Yen-Wen Yu

IRON COO Jonathan Yu sold 9,700 shares at $72.66 ($704.8K) under a 10b5-1 plan; retains 54,324 shares post-sale.

Jonathan Yen-Wen Yu, Chief Operating Officer of Disc Medicine, Inc. (IRON), sold 9,700 shares at $72.66 on 2026-06-22 for total proceeds of $704,795.21, reducing his reported non-derivative holdings from 64,024 shares to 54,324 shares (-15.2% vs pre-transaction holdings). This transaction was executed under a pre-arranged 10b5-1 trading plan adopted on 2026-03-17, making it a scheduled disposition rather than a discretionary one. The stock currently trades at $70.37, sitting -29.3% from its 52-week high of $99.50, while the company reported a net loss of $-63.5M in its most recent full fiscal year against a market cap of $2.7B. Yu's four prior trades at IRON (all on 2025-11-11) each recorded positive 30-day returns of 12.6%, 11.4%, 9.7%, and 9.0%, and negative 90-day returns of -11.6%, -12.4%, -13.8%, and -14.4%, though those transactions' outcomes should be viewed in the context of whether they were also plan-governed rather than as a predictive pattern for this scheduled sale.

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.

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.