undamentalytics Newsletter

Disc Medicine, Inc. insider trading

Every open-market purchase and sale by Disc Medicine, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

No open-market insider trades reported in the last five years.

Does following Disc Medicine, Inc.’s insiders pay?

From May 18, 2021 to September 15, 2026, 22 insiders reported 9 open-market purchases and 44 sales not made under a pre-set plan in Disc Medicine, Inc. Twelve months after each purchase was reported, the shares were +31.5% against the S&P 500 on average (median +9.2%), over 8 purchases with a full year of prices; 75% beat the index. After sales, the shares moved −14.6% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 19, 2021 into $4,509 by November 2, 2026, −13.6% a year. It held shares 55% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $14,937 (+7.7% a year), and held throughout $19,814 (+13.4%).

$0$10.0k$20.0k 202120222023202420252026 $19.8k$14.9k$4.5k
Copying Disc Medicine, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Disc Medicine, Inc.'s insiders from May 19, 2021, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 55% of the time.
Disc Medicine, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Bitterman Kevin Director 1 +9.2% (1) 100% 12 −22.9% (9) September 15, 2026
Ashiya Mona Director 2 +69.7% (2) 100% 6 −9.5% (6) March 26, 2025
Orbimed Genesis Gp LLC Director 1 +9.2% (1) 100% 3 −18.0% (3) June 20, 2024
Atlas Venture Associates Opportunity I, L.P. 10% owner 0 — — 2 −31.9% (2) January 12, 2024
Khara Rahul Chief Legal Officer 0 — — 2 +5.5% (1) February 17, 2026
Leonard Braden Michael 10% owner 1 — — 1 — October 27, 2022
Orbimed Advisors LLC Director 1 +130.2% (1) 100% 1 +3.1% (1) March 26, 2025
Orbimed Capital Gp VI LLC Director 0 — — 2 −2.9% (2) March 21, 2025
Quisel John D Chief Executive Officer 0 — — 2 +5.5% (1) February 17, 2026
Savage William Jacob Chief Medical Officer 0 — — 2 +5.5% (1) February 17, 2026
Stephenson Pamela Chief Commercial Officer 0 — — 2 +5.5% (1) February 17, 2026
Yu Jonathan Yen-Wen Chief Operating Officer 0 — — 2 +5.5% (1) February 17, 2026
Access Industries Management, LLC 10% owner 1 +130.2% (1) 100% 0 — February 17, 2023
Ai Dmi LLC 10% owner 0 — — 1 −21.1% (1) October 24, 2025
Atlas Venture Associates Opportunity I, LLC 10% owner 0 — — 1 −19.3% (1) December 14, 2023
Atlas Venture Associates X, LLC 10% owner 0 — — 1 −38.3% (1) January 25, 2024
Atlas Venture Fund X, L.P. 10% owner 0 — — 1 −34.8% (1) September 18, 2023
Franchi Jean M. Chief Financial Officer 0 — — 1 +5.5% (1) February 20, 2025
Meyenburg Jason Patrick President & CEO 1 −82.9% (1) 0% 0 — May 18, 2021
Novo Holdings A/s 10% owner 0 — — 1 −26.4% (1) June 28, 2023
Piekos Brian Chief Financial Officer 1 −82.9% (1) 0% 0 — May 18, 2021
White William Richard Director 0 — — 1 −19.3% (1) December 14, 2023

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Disc Medicine, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Disc Medicine, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 3 buying crowds with six months of prices, it averaged +15.1% against the index. After 4 selling crowds, −3.8%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
February 27, 20266 selling−6.1%+7.4%not yet
February 28, 20256 selling−16.4%−3.0%−1.3%
June 28, 20243 buying+5.8%+32.2%+2.5%
December 29, 20235 selling−54.0%−44.2%−15.1%
August 31, 20233 selling+2.5%+24.8%−30.6%
February 28, 20233 buying+26.2%+99.2%+144.5%
May 28, 20212 buying−76.2%−86.2%−89.9%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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