Disc Medicine, Inc.

NasdaqGM:IRON Stock Report

Market Cap: US$2.6b

Disc Medicine Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:IRON Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
17 Feb 26SellUS$833,775John QuiselIndividual13,264US$62.86
17 Feb 26SellUS$204,672William SavageIndividual3,256US$62.86
17 Feb 26SellUS$203,101Jonathan YuIndividual3,231US$62.86
17 Feb 26SellUS$347,679Pamela StephensonIndividual5,531US$62.86
17 Feb 26SellUS$179,340Rahul KharaIndividual2,853US$62.86
17 Feb 26SellUS$256,155Jean FranchiIndividual4,075US$62.86
17 Dec 25SellUS$68,968Atlas Venture Advisors, Inc.Company754US$91.47
16 Dec 25SellUS$16,215,549Atlas Venture Advisors, Inc.Company177,123US$93.80
22 Oct 25SellUS$59,873,462Access Industries, Inc.Company744,047US$80.47
17 Oct 25SellUS$8,045,252Atlas Venture Advisors, Inc.Company93,585US$91.88
08 Oct 25SellUS$6,312,501Atlas Venture Advisors, Inc.Company90,000US$72.39
24 Jul 25SellUS$2,616,391Atlas Venture Advisors, Inc.Company42,870US$61.17
18 Jul 25SellUS$40,590Atlas Venture Advisors, Inc.Company664US$61.13

Insider Trading Volume

Insider Buying: IRON insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of IRON?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders464,7001.08%
VC/PE Firms4,790,51111.1%
Institutions37,740,93487.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 85.1% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.3%
FMR LLC
5,450,104US$375.2m10.4%0.02%
7.38%
Access Industries, Inc.
2,814,379US$193.8m-20.9%2.79%
5.96%
BlackRock, Inc.
2,274,980US$156.6m12.7%no data
5.18%
RA Capital Management, L.P.
1,976,132US$136.1m25.3%1.9%
4.63%
The Vanguard Group, Inc.
1,767,680US$121.7m22.1%no data
4.45%
T. Rowe Price Group, Inc.
1,698,005US$116.9m28%0.01%
4.04%
JP Morgan Asset Management
1,542,724US$106.2m113%0.01%
3.98%
Wellington Management Group LLP
1,518,274US$104.5m7.67%0.02%
3.97%
Atlas Venture Advisors, Inc.
1,513,875US$104.2m-29.3%11.68%
3.3%
Frazier Life Sciences Management, LP
1,260,000US$86.8m-12.4%2.21%
3.11%
State Street Global Advisors, Inc.
1,187,991US$81.8m13.6%no data
2.8%
OrbiMed Advisors LLC
1,067,550US$73.5m-24.6%1.04%
2.59%
Artal Group S.A.
988,401US$68.1m8.21%1.27%
2.51%
Woodline Partners LP
957,833US$65.9m10.5%0.25%
1.93%
Vestal Point Capital, LP
735,000US$50.6m47%1.68%
1.91%
The Goldman Sachs Group, Inc.
727,930US$50.1m0%0.02%
1.79%
Geode Capital Management, LLC
684,958US$47.2m9.04%no data
1.7%
BVF Partners L.P.
650,000US$44.8m0%1.31%
1.43%
Assenagon Asset Management S.A.
546,247US$37.6m52.7%0.05%
1.41%
Medical Strategy GmbH
536,719US$37.0m0%2.44%
1.39%
Jennison Associates LLC
532,079US$36.6m0%0.02%
1.37%
First Light Asset Management, LLC
523,167US$36.0m126%2.76%
1.34%
Deerfield Management Company, L.P.
511,163US$35.2m-44.4%0.45%
1.34%
Logos Global Management, L.P.
510,000US$35.1m13.3%1.89%
1.31%
Armistice Capital LLC
499,391US$34.4m14.5%0.81%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/04/28 18:29
End of Day Share Price 2026/04/28 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Disc Medicine, Inc. is covered by 18 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Evan SeigermanBMO Capital Markets Equity Research
Kristen KluskaCantor Fitzgerald & Co.
Douglas TsaoH.C. Wainwright & Co.