SCHEDULE 13D/A Filed 2026-10-26 Event 2026-10-22 SEC 0001193125-26-432228 →

AI DMI LLC → DISC MEDICINE, INC. IRON

Stake: 6.60% Shares: 2,943,410 CUSIP: 254604101 Class: Common Stock, par value $0.0001 per share

Composite Decision Signal · AVOID (DILUTION / EXIT TRAP) Conviction Score: 25/100 · Filer 90d Win Rate: 0% · Hist. 90d Edge: +0.0%

Disqualifiers: ACTIVE_DILUTION_SHELF: Active 424B5 / S-3 shelf takedown within ±30d · INSIDER_LIQUIDATION_INTO_CATALYST: $0.97M insider selling into catalyst (±14d)

Active Schedule 13D filer baseline
11 NPORT-P mutual funds holding CUSIP
Elevated short days-to-cover (10.6 DTC)

Item 4 — Purpose of Transaction

Not extracted from this filing — typically because it's an amendment (13D/A) and Item 4 is unchanged from the parent filing. Read the raw SEC filing →

Cross-References

Insider Activity (last 365d)

4 transactions

0 buys · 2 sales · 2 awards/exercises

Issuer Cluster

7 13D/G filings on this issuer

6 other filings besides this one

Filer Track Record

4 filings by this filer

3 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 10.63

7,457,523 shares short · +2.6% vs prior

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-08-12	Yu Jonathan Yen-Wen	officer	Option exercise	804	$13.50	$11K
2026-08-12	Yu Jonathan Yen-Wen	officer	Sale	804	$82.64	$66K
2026-07-07	Yu Jonathan Yen-Wen	officer	Option exercise	100	$13.50	$1K
2026-07-07	Yu Jonathan Yen-Wen	officer	Sale	100	$82.50	$8K

Other 13D/G Filings on DISC MEDICINE, INC.

Filed	Form	Filer	Stake	Shares
2025-03-03	SCHEDULE	AI DMI LLC	10.80%	3,762,507	view →
2024-06-20	SC	AI DMI LLC	—	—	view →
2024-06-20	SC	ORBIMED ADVISORS LLC	—	—	view →
2023-11-13	SC	AI DMI LLC	—	—	view →
2023-06-21	SC	ORBIMED ADVISORS LLC	—	—	view →
2023-06-20	SC	ACCESS INDUSTRIES MANAGEMENT, LLC	—	—	view →

Other Filings by AI DMI LLC

Filed	Form	Issuer	Stake	Shares
2025-03-03	SCHEDULE	Disc Medicine, Inc. IRON	10.80%	3,762,507	view →
2024-06-20	SC	Disc Medicine, Inc. IRON	—	—	view →
2023-11-13	SC	Disc Medicine, Inc. IRON	—	—	view →

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