Disc Medicine Inc SEC Filings

Disc Medicine, Inc. (Nasdaq: IRON) has filed a Form 8-K announcing the election of Nadim Ahmed to its Board of Directors, effective 14 July 2025. Ahmed will serve as a Class I director until the company’s 2027 annual meeting and thereafter until a successor is elected or he resigns. Under the company’s non-employee director compensation policy, he will receive $40,000 in annual cash fees (paid $10,000 quarterly) and a non-statutory option for 20,000 shares of common stock priced at the market close on the effective date. The option vests one-third on the first anniversary and the balance in equal monthly installments over the next two years, contingent on continued service. The filing notes no related-party transactions involving Ahmed and states he will enter into the standard director indemnification agreement. No other material financial or operational disclosures were provided.

Disc Medicine, Inc. (IRON) – Form 4 insider transaction filed 07/11/2025

Chief Executive Officer and Director John D. Quisel reported one option exercise and two open-market sales executed on 07/09/2025 under a Rule 10b5-1 trading plan adopted 02/13/2025.

• Option exercise (Code M): 34,800 shares exercised at $9.86 per share, sourced from a September 1 2021 option award that vests in 48 equal monthly installments.
• Sales (Code S): Entire 34,800 exercised shares were sold the same day in two tranches: 31,207 shares at a weighted-average $55.2312 (range $55.00-$55.99) and 3,593 shares at a weighted-average $56.1995 (range $56.00-$56.33).
• Net share position: Beneficial ownership briefly rose to 196,628 shares post-exercise, but fell back to 161,828 shares after the sales, resulting in no net change versus the pre-transaction stake.

The filing indicates routine liquidity management by the CEO; no company cash flows are affected. Because transactions were pre-planned and the overall ownership level is unchanged, market impact is likely limited.

Disc Medicine, Inc. (NASDAQ: IRON) – Form 144 filing overview

An insider—identified in the filing’s prior-sales table as Jean Franchi—has notified the SEC of an intention to sell 2,000 common shares of Disc Medicine. The shares will be routed through Morgan Stanley Smith Barney LLC on or about 10 July 2025. Based on the filing’s quoted price, the aggregate market value of the proposed sale is $111,720. The company has 34,634,000 shares outstanding; the proposed disposition therefore represents roughly 0.006 % of shares outstanding.

Acquisition background: The shares derive from restricted stock units (RSUs) granted on 15 Feb 2025. No cash payment was required when the RSUs were awarded.

Recent trading history: The same account executed a Rule 10b5-1 sale of 2,000 shares on 16 Jun 2025 for $104,518.80 in gross proceeds.

Key take-aways for investors:

• The filing is a routine Form 144 notice; it does not itself execute a sale but provides advance disclosure.
• The dollar amount is modest relative to Disc Medicine’s market capitalization and float, indicating limited direct market impact.
• Successive 2,000-share sales within a month may nevertheless be monitored as an insider-selling trend, especially if additional filings appear.

Universal Insurance Holdings, Inc. (NYSE: UVE) filed an 8-K to disclose a shareholder-friendly capital action and upcoming investor events.

• Dividend declaration: The Board approved a $0.16 per-share cash dividend on common stock. The payout date is August 8, 2025; shareholders must own shares as of the August 1, 2025 record date.
• Earnings timetable: First-quarter FY25 results will be released on July 24, 2025. Management will host an earnings call the following day, July 25, 2025.
• No other material transactions, financial statements, or guidance updates were included in the filing.

The disclosure is routine but signals continued cash returns to shareholders and provides the market with key dates for the forthcoming earnings cycle.

Disc Medicine, Inc. (IRON) – CEO Form 4 filing dated 07/08/2025

Chief Executive Officer John D. Quisel disclosed an exercise-and-sell transaction executed on 07/03/2025 under a Rule 10b5-1 trading plan adopted on 02/13/2025.

• Option exercise (Code M): 5,200 options exercised at $9.86, converting into 5,200 common shares.
• Open-market sale (Code S): the same 5,200 shares sold at a $55.0874 weighted-average price (range $55.00–$55.26), generating ≈ $0.29 million gross proceeds.
• Post-transaction ownership: 161,828 common shares held directly and 150,175 options remaining.
• The underlying option grant (09/13/2031 expiration) vests in 48 equal monthly tranches that began on 09/01/2021.

The filing represents a relatively small (< 4%) reduction in Quisel’s equity stake and appears routine, given the pre-arranged 10b5-1 plan. No company fundamentals were released.

Arteris, Inc. (NASDAQ: AIP) – Form 144 filing discloses that a shareholder intends to sell up to 1,554 common shares through Morgan Stanley Smith Barney on or after 07 / 03 / 2025. The estimated aggregate market value is $14,125.86. Total shares outstanding are 41,977,728, so the proposed sale represents roughly 0.0037 % of shares outstanding.

The filer—identified in the accompanying sales history as “10b5-1 Sales Plan for Laurent Moll” and “Laurent Moll”—has already disposed of 2,368 shares over the past three months through multiple Rule 10b5-1 transactions, generating $16,743 in gross proceeds. Combined with the new notice, total contemplated and recent sales amount to 3,922 shares, or approximately 0.009 % of outstanding shares.

No information on the seller’s relationship to Arteris, the purpose of the sale, or any material, non-public information is provided, and the standard Rule 144 representation affirms the seller’s lack of undisclosed adverse knowledge. Given the de-minimis size relative to the public float, the filing is unlikely to have a material impact on AIP’s share price, but investors may note the continued insider selling trend.

Bitcoin Depot Inc. (Nasdaq: BTM) has filed a shelf registration statement on Form 424B5 allowing it to issue up to $100 million in securities, including Class A common stock, preferred stock, warrants and/or units, in one or more offerings. Specific terms, pricing and underwriters will be disclosed in future prospectus supplements.

Capital structure & potential dilution: The company currently has 22,555,710 Class A shares outstanding, 41,193,024 Class M shares (10 votes per share) controlled by the CEO, and 43,848,750 warrants exercisable at $11.50 until June 30 2033. Any issuance under the shelf could materially increase the public float and dilute existing holders, though proceeds will fund “general corporate purposes.”

Business snapshot: Bitcoin Depot operates the largest Bitcoin ATM (BTM) network in North America with 8,483 kiosks and BDCheckout access in 10,926 retail locations as of March 31 2025. Q1 2025 revenue was $164.2 million, up from $138.5 million in Q1 2024, yet the company notes a 9.7 % revenue decline on a trailing-twelve-month basis despite a 15.7 % rise in Bitcoin prices, underscoring limited correlation between revenue and crypto price movements.

Key relationships & competitive position: The firm is the exclusive BTM provider for approximately 900 U.S. and Canadian Circle K stores and also licenses its BitAccess processing software to third-party operators, generating recurring software revenue.

Risk highlights (summarised from filing):

• High dilution risk from additional equity or equity-linked issuances.
• Complex, multi-class share structure with super-voting Class M and Class V shares.
• Regulatory, competitive and litigation uncertainties outlined under “Risk Factors.”

Disc Medicine, Inc. (NASDAQ: IRON) – Form 4 insider transaction

Chief Financial Officer Jean M. Franchi filed a Form 4 reporting the sale of 2,000 shares of common stock on 16 June 2025. The shares were sold under a previously adopted Rule 10b5-1 trading plan dated 10 March 2025 at a weighted-average price of $52.2594 per share, with individual trades executed between $51.79 and $52.61. Following the sale, Franchi’s direct beneficial ownership stands at 67,530 common shares.

No derivative securities were reported in this filing, and there were no acquisitions of additional shares or option exercises. The filing confirms that the transaction was executed directly (ownership code “D”).

The disposal represents roughly 3% of the reporting person’s post-transaction holdings and does not materially affect the company’s share count. While investors track Form 4 filings to assess insider sentiment, the modest size and pre-planned nature of this sale limit its informational weight.