[Form 4] Disc Medicine, Inc. Insider Trading Activity
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- CFO sold 2,000 shares at $52.2594, representing a reduction of approximately 3% of her holdings, which could be interpreted as a minor insider-selling signal.
Insights
TL;DR: Pre-planned 2k-share CFO sale appears routine; minimal impact on IRON valuation.
The filing shows CFO Jean M. Franchi sold 2,000 shares—about 3% of her remaining stake—at a weighted average of $52.26. Because the trade was executed under a Rule 10b5-1 plan adopted three months earlier, it is generally viewed as automatic rather than sentiment-driven. The absence of derivative activity or additional insider participation suggests no broader trend. Given Disc Medicine’s 67,530 shares still held by Franchi and the company’s overall market capitalization, the monetary value is immaterial. Consequently, I classify the disclosure as neutral for investors, warranting monitoring but not immediate portfolio action.