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Disc Medicine (NASDAQ: IRON) CFO receives RSUs and stock options grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Disc Medicine Chief Financial Officer Jean M. Franchi reported equity compensation awards from the company. On February 10, 2026, Franchi acquired 19,000 restricted stock units, each representing one share of common stock, for no cash cost. Following this grant, Franchi directly holds 82,499 shares of common stock. The filing also shows a grant of a stock option for 25,500 shares at an exercise price of $74.75 per share, with 25,500 options held directly after the transaction. The RSUs vest in four annual 25% installments beginning February 15, 2027, and the option vests in 48 equal monthly installments starting March 10, 2026, in each case subject to continued service.

Positive

  • None.

Negative

  • None.

Insights

CFO receives time‑vested RSUs and options as routine equity pay.

The filing shows Jean M. Franchi, Chief Financial Officer of Disc Medicine, receiving equity awards rather than trading existing holdings. The grant consists of 19,000 RSUs and a stock option for 25,500 shares at an exercise price of $74.75 per share.

The RSUs vest in four annual 25% tranches starting on February 15, 2027, while the options vest monthly over 48 months from March 10, 2026, in each case conditioned on continued service. This creates a multi‑year incentive structure that links Franchi’s potential value realization to tenure and share performance.

After these awards, Franchi directly owns 82,499 common shares and 25,500 options. This pattern is typical for senior executive compensation and, by itself, does not signal a change in strategy or outlook. Future company filings may provide additional detail on overall executive pay mix and any performance‑based elements.

Insider Franchi Jean M.
Role Chief Financial Officer
Type Security Shares Price Value
Grant/Award Stock Option (Right to Buy) 25,500 $0.00 --
Grant/Award Common Stock 19,000 $0.00 --
Holdings After Transaction: Stock Option (Right to Buy) — 25,500 shares (Direct); Common Stock — 82,499 shares (Direct)
Footnotes (1)
  1. Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest annually in four 25% installments commencing on February 15, 2027, subject to the Reporting Person's continued service on each such vesting date. The shares underlying this option vest in 48 equal monthly installments commencing on March 10, 2026, subject to the Reporting Person's continued service on each such vesting date.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Franchi Jean M.

(Last) (First) (Middle)
C/O DISC MEDICINE, INC.
321 ARSENAL STREET, SUITE 101

(Street)
WATERTOWN MA 02472

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Disc Medicine, Inc. [ IRON ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
Chief Financial Officer
3. Date of Earliest Transaction (Month/Day/Year)
02/10/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 02/10/2026 A 19,000(1) A $0 82,499 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Option (Right to Buy) $74.75 02/10/2026 A 25,500 (2) 02/09/2036 Common Stock 25,500 $0 25,500 D
Explanation of Responses:
1. Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Common Stock. The RSUs shall vest annually in four 25% installments commencing on February 15, 2027, subject to the Reporting Person's continued service on each such vesting date.
2. The shares underlying this option vest in 48 equal monthly installments commencing on March 10, 2026, subject to the Reporting Person's continued service on each such vesting date.
By: /s/ Rahul Khara, as Attorney-in-Fact 02/11/2026
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Disc Medicine (IRON) CFO Jean M. Franchi report in this Form 4?

The Form 4 reports that CFO Jean M. Franchi received equity compensation grants from Disc Medicine. These include 19,000 RSUs and a stock option for 25,500 shares of common stock, structured as time‑based awards rather than open‑market share purchases or sales.

How many Disc Medicine (IRON) RSUs were granted to the CFO and how do they vest?

The CFO was granted 19,000 restricted stock units, each equal to one share of common stock. According to the disclosure, these RSUs vest in four equal 25% annual installments, beginning on February 15, 2027, subject to the CFO’s continued service on each vesting date.

What are the details of the stock options granted to the Disc Medicine (IRON) CFO?

The filing shows a grant of a stock option for 25,500 shares of Disc Medicine common stock with an exercise price of $74.75 per share. These options vest in 48 equal monthly installments starting on March 10, 2026, contingent on continued service each month.

How many Disc Medicine (IRON) common shares does the CFO own after these transactions?

After the reported equity grants, the CFO directly owns 82,499 shares of Disc Medicine common stock. This figure reflects beneficial ownership following the RSU award, separate from the 25,500 stock options that provide a right to purchase additional shares at the stated exercise price.

Did the Disc Medicine (IRON) CFO buy or sell shares on the open market in this Form 4?

No open‑market purchases or sales are reported. The Form 4 describes grants of RSUs and stock options to the CFO at a $0 acquisition price, which are typical components of executive compensation rather than discretionary trading in the company’s stock.

What conditions apply to vesting of the Disc Medicine (IRON) CFO’s new equity awards?

Both awards require continued service to vest. The 19,000 RSUs vest in four annual 25% tranches starting February 15, 2027, while the 25,500 stock options vest monthly over 48 months from March 10, 2026, each vesting date tied to ongoing employment.