Welcome to our dedicated page for Disc Medicine SEC filings (Ticker: IRON), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Disc Medicine filings document the regulatory and financial record of a clinical-stage biopharmaceutical company developing hematologic disease therapies. Its Form 8-K disclosures cover quarterly and annual financial results, corporate updates, clinical-program materials for bitopertin, DISC-0974 and DISC-3405, and FDA communications related to the bitopertin New Drug Application for erythropoietic protoporphyria.
The filing record also includes proxy materials covering board matters, executive compensation and shareholder voting items. Material-event reports describe Regulation FD presentations, operating runway disclosures, restructuring actions following regulatory developments, and risk-related statements around clinical trials, regulatory pathways, research spending and capital resources.
Disc Medicine’s Chief Medical Officer William Jacob Savage reported new equity awards in the company’s stock. On February 10, 2026, he acquired 17,000 shares of Common Stock in the form of restricted stock units, bringing his direct Common Stock holdings to 95,845 shares.
He was also granted a stock option for 25,500 shares of Common Stock at an exercise price of $74.75 per share, all held directly. The option vests in 48 equal monthly installments beginning March 10, 2026, while the RSUs vest in four annual 25% installments starting February 15, 2027, in each case subject to his continued service.
Disc Medicine Chief Operating Officer Yu Jonathan Yen-Wen reported equity awards in the form of restricted stock units and stock options. He acquired 17,000 shares of Common Stock as RSUs at $0 per share, bringing his direct Common Stock holdings to 57,555 shares.
He was also granted a stock option for 25,500 shares with an exercise price of $74.75 per share, with 25,500 derivative securities owned directly after the grant. The RSUs vest in four annual 25% installments starting February 15, 2027, and the option vests in 48 equal monthly installments starting March 10, 2026, in each case subject to his continued service.
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.
Disc Medicine, Inc. chief executive officer and director John D. Quisel reported equity awards consisting of restricted stock units and stock options. On February 10, 2026, he received 55,200 shares of common stock in the form of RSUs at a grant price of $0, bringing his directly held common shares to 239,328.
On the same date, he was granted a stock option for 82,800 shares of common stock at an exercise price of $74.75 per share, expiring on February 9, 2036. The RSUs vest in four equal 25% annual installments starting February 15, 2027, while the option vests in 48 equal monthly installments beginning March 10, 2026, in each case subject to his continued service.
Disc Medicine, Inc.'s Chief Legal Officer, Rahul Khara, reported an option exercise and share sale in company stock. On January 20, 2026, he exercised a stock option for 1,000 shares of common stock at an exercise price of $13.5 per share, converting derivative securities into common shares. On the same day, he sold 1,000 shares of common stock at a price of $69.74 per share, leaving him with 37,793 shares of common stock held directly and 21,270 stock options remaining.
The filing states that these transactions were carried out under a Rule 10b5-1 trading plan adopted on September 23, 2025, which is a pre-arranged plan designed to allow insiders to trade shares according to preset instructions. The underlying option shares vest in 48 equal monthly installments following December 29, 2022, conditioned on his continued service.
Disc Medicine, Inc. furnished an update on its liquidity, stating that preliminary unaudited cash, cash equivalents and marketable securities totaled approximately $791 million as of December 31, 2025. This figure is an estimate and may change once the year-end financial close and audit procedures are completed, so it is not a substitute for the company’s upcoming Form 10-K.
The company also highlighted recent achievements and key business objectives and milestones for 2026 and is sharing further details through a press release and an investor presentation. Disc Medicine plans to use these materials during its participation in the 44th Annual J.P. Morgan Healthcare Conference, including a scheduled investor presentation on January 14, 2026.
Disc Medicine, Inc. received a Schedule 13G reporting that RA Capital entities and their principals hold a significant minority stake in the company. RA Capital Healthcare Fund, L.P. directly holds 2,228,924 shares of Disc Medicine common stock, which the reporting group states represents 5.9% of the outstanding common shares, based on 37,750,162 shares outstanding as of October 31, 2025.
RA Capital Management, L.P. is the investment adviser to the fund and, along with Peter Kolchinsky and Rajeev Shah, may be deemed a beneficial owner for Section 13(d) purposes through its control of voting and investment decisions. The fund has delegated sole voting and dispositive power over its holdings to RA Capital and disclaims beneficial ownership except for regulatory reporting. The filers certify the shares were not acquired to change or influence control of Disc Medicine.
Disc Medicine, Inc. director reported several small sales of the company’s common stock on 12/17/2025. The transactions involved indirect holdings through Atlas Venture-managed funds. One fund sold 393 shares, leaving 349,210 shares beneficially owned following the sale. A second fund sold 213 shares, with 337,485 shares remaining, and a third fund sold 148 shares, with 14,013 shares remaining.
The weighted average sale price reported for these trades was $91.47 per share, with individual trades executed between $91.2501 and $91.52. The director reports these positions as indirectly owned through Atlas Venture Opportunity Fund I, Atlas Venture Opportunity Fund II, and Atlas Venture Fund XII and disclaims beneficial ownership beyond any pecuniary interest.
A director of Disc Medicine, Inc. reported multiple December 2025 transactions in the company’s common stock. The filing lists several sales coded 'S' on 12/12, 12/15, and 12/16/2025 at weighted average prices including $92.05, $92.58, $93.8, $91.18, $92.01, $91.87, and $91.24 per share.
On 12/15/2025 the director exercised a fully vested stock option for 7,000 shares at an exercise price of $13.5 per share and sold those 7,000 shares the same day at a weighted average price of $91.87 per share. After the 12/16/2025 sales, the director reports indirect beneficial ownership of 349,603 Disc Medicine shares through Atlas Venture Opportunity Fund I, 337,698 shares through Atlas Venture Opportunity Fund II, and 14,161 shares through Atlas Venture Fund XII, while disclaiming beneficial ownership beyond any pecuniary interest.
Disc Medicine, Inc. reported that a company officer serving as Chief Medical Officer sold shares of common stock on 12/15/2025 in open-market transactions executed under a Rule 10b5-1 trading plan adopted on June 26, 2025.
The sales included 3,642 shares at a weighted average price of $90.6037 (with trades between $90.02 and $90.97), 9,151 shares at a weighted average price of $91.4353 (with trades between $91.03 and $91.99), and 300 shares at $92.23.
After these transactions, the reporting person directly beneficially owned 75,702 shares of Disc Medicine common stock.