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IRON Disc Medicine Inc.

Health Care, filed as DISC MEDICINE INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 2 Owners
  • Max 5.7%
  • $93M
  • 1 add 1 small

In 2026 Q2 James Silverman added to Disc Medicine.

Who owns this now

Largest portfolio weights among holders, up to 5.7% (James Silverman, Opaleye Management). Not free-float ownership.

  1. James Silverman Add 5.7%
  2. Palo Alto Investors Add 4.2%

Who owns IRON

Sorted by value, long equity only, as of 2026 Q2.

History
James Silverman, Opaleye Management 5.7%, was 3.5% Add +103.1% 855,000 $63M History
Palo Alto Investors 4.2%, was 3.9% Small add +3.7% 416,646 $30M History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by IRON's executives, directors and 10% owners in the last 12 months, from their Form 4s

All IRON insider trades
  • None no insider bought on the open market
  • $18.8M sold by 1 insider outside a trading plan
  • $29.1M sold by 6 insiders under 10b5-1 plans
  1. Kevin Bitterman Director
    Planned sale
    $3.4M 41,825 shares at $80.13 76% of stake
    Traded Oct 19–21 Filed Oct 21
    ↗
  2. Kevin Bitterman Director
    Sale
    $1.9M 27,136 shares at $70.11 100% of stake
    Traded Sep 11 Filed Sep 15
    ↗
  3. Kevin Bitterman Director
    Planned sale
    $135K 1,689 shares at $79.96 11% of stake
    Traded Sep 4 Filed Sep 9
    ↗
  4. Kevin Bitterman Director
    Planned sale
    $4.4M 54,496 shares at $80.15 80% of stake
    Traded Sep 1–3 Filed Sep 3
    ↗
  5. Jonathan Yen-Wen Yu COO
    Planned sale
    $756K 9,096 shares at $83.10 14% of stake
    Traded Aug 24–25 Filed Aug 26
    ↗
  6. John D Quisel CEO
    Planned sale
    $2.6M 33,000 shares at $79.15 13% of stake
    Traded Aug 17 Filed Aug 18
    ↗
  7. Jonathan Yen-Wen Yu COO
    Planned sale
    $66K 804 shares at $82.64 1.5% of stake
    Traded Aug 12 Filed Aug 14
    ↗
  8. Rahul Khara Chief Legal Officer
    Planned sale
    $400K 5,000 shares at $80.00 8.7% of stake
    Traded Aug 6 Filed Aug 7
    ↗
  9. John D Quisel CEO
    Planned sale
    $2.5M 33,000 shares at $74.96 13% of stake
    Traded Jul 13 Filed Jul 14
    ↗
  10. Jonathan Yen-Wen Yu COO
    Planned sale
    $8,250 100 shares at $82.50 0.2% of stake
    Traded Jul 7 Filed Jul 9
    ↗
  11. Rahul Khara Chief Legal Officer
    Planned sale
    $188K 2,500 shares at $75.00 4.6% of stake
    Traded Jun 26–29 Filed Jun 30
    ↗
  12. Jonathan Yen-Wen Yu COO
    Planned sale
    $22K 300 shares at $72.50 0.5% of stake
    Traded Jun 26 Filed Jun 30
    ↗
  13. Jonathan Yen-Wen Yu COO
    Planned sale
    $705K 9,700 shares at $72.66 15% of stake
    Traded Jun 22 Filed Jun 24
    ↗
  14. Rahul Khara Chief Legal Officer
    Planned sale
    $527K 7,500 shares at $70.22 13% of stake
    Traded Jun 18 Filed Jun 23
    ↗
  15. John D Quisel CEO
    Planned sale
    $2.4M 34,000 shares at $70.21 13% of stake
    Traded Jun 18 Filed Jun 23
    ↗

Also filed in the last 12 months, not counted as buying or selling: 29 option exercises, 6 stock grants, and 6 sales to cover taxes.

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
SCHEDULE 13D/A — Filing Doc
8-K 1.01,2.02,8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03 Filing Doc
8-K 5.07 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 6 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income -$76.43M -$109.36M -$212.18M

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $365.66M $493.62M $803.9M
Total non-current assets * $2.33M $3.16M $2.98M
Total assets $368M $496.77M $806.88M
Total current liabilities $21.44M $23.32M $36.64M
Total non-current liabilities * $1.44M $29.87M $30.41M
Total equity $345.12M $443.59M $739.83M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$73.46M -$93.93M -$180.39M
Cash from investing -$0.089M -$292.33M -$394.3M
Cash from financing $239.38M $218.31M $473.41M
Net change in cash $165.83M -$167.94M -$101.28M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.