IRON
Disc Medicine, Inc.
+0.91 (+1.33%)69.48USD276K成交股數2.7B市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 32 · 15.5M · 4 |
| 其中 10b5-1 計畫賣出 | 30 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 20.6M |
| 近 180 天 淨額 | −20.6M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-15 | 09-17 | Quisel John D | Chief Executive Officer | M 選擇權執行 | 36.0K | 1.01 | 36K | 262K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | S 公開市場賣出 | 27.1K | 70.11 | 1.9M | 0 | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 10.0K | 50.86 | 509K | 27.1K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | S 公開市場賣出 | 27.1K | 70.11 | 1.9M | 0 | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 10.0K | 38.85 | 389K | 17.1K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 7.1K | 45.69 | 326K | 7.1K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 10.0K | 38.85 | 389K | 17.1K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 7.1K | 45.69 | 326K | 7.1K | SEC |
| 2026-09-11 | 09-15 | Bitterman Kevin | Director | M 選擇權執行 | 10.0K | 50.86 | 509K | 27.1K | SEC |
| 2026-09-04 | 09-09 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 18 | 79.96 | 1K | 13.4K | SEC |
| 2026-09-04 | 09-09 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 912 | 79.96 | 73K | 319K | SEC |
| 2026-09-04 | 09-09 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 759 | 79.96 | 61K | 312K | SEC |
| 2026-09-03 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 2.3K | 79.98 | 187K | 313K | SEC |
| 2026-09-03 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 54 | 79.98 | 4K | 13.4K | SEC |
| 2026-09-03 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 2.8K | 79.98 | 225K | 320K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 9 | 80.98 | 728.82 | 315K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 10 | 80.98 | 809.80 | 323K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 2 | 80.98 | 161.96 | 13.5K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 511 | 80.17 | 41K | 13.5K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 26.5K | 80.17 | 2.1M | 323K | SEC |
| 2026-09-02 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 22.1K | 80.17 | 1.8M | 315K | SEC |
| 2026-09-01 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 1 | 79.95 | 79.95 | 14.0K | SEC |
| 2026-09-01 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 58 | 79.95 | 5K | 337K | SEC |
| 2026-09-01 | 09-03 | Bitterman Kevin | Director | S 公開市場賣出(10b5-1) | 70 | 79.95 | 6K | 349K | SEC |
| 2026-08-25 | 08-26 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 8.8K | 83.12 | 731K | 54.3K | SEC |
| 2026-08-25 | 08-26 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 8.8K | 13.50 | 119K | 63.1K | SEC |
| 2026-08-24 | 08-26 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 300 | 82.53 | 25K | 54.3K | SEC |
| 2026-08-24 | 08-26 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 300 | 13.50 | 4K | 54.6K | SEC |
| 2026-08-17 | 08-18 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 12.7K | 79.20 | 1.0M | 238K | SEC |
| 2026-08-17 | 08-18 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 8.4K | 78.11 | 656K | 251K | SEC |
| 2026-08-17 | 08-18 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 11.9K | 79.84 | 949K | 226K | SEC |
| 2026-08-17 | 08-18 | Quisel John D | Chief Executive Officer | M 選擇權執行 | 33.0K | 13.50 | 446K | 259K | SEC |
| 2026-08-12 | 08-14 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 804 | 13.50 | 11K | 55.1K | SEC |
| 2026-08-12 | 08-14 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 804 | 82.64 | 66K | 54.3K | SEC |
| 2026-08-06 | 08-07 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 5.0K | 80.00 | 400K | 52.3K | SEC |
| 2026-08-06 | 08-07 | Khara Rahul | Chief Legal Officer | M 選擇權執行 | 5.0K | 14.69 | 73K | 57.3K | SEC |
| 2026-07-13 | 07-14 | Quisel John D | Chief Executive Officer | M 選擇權執行 | 25.6K | 9.86 | 252K | 252K | SEC |
| 2026-07-13 | 07-14 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 6.4K | 76.05 | 487K | 226K | SEC |
| 2026-07-13 | 07-14 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 16.9K | 74.95 | 1.3M | 232K | SEC |
| 2026-07-13 | 07-14 | Quisel John D | Chief Executive Officer | M 選擇權執行 | 7.4K | 13.50 | 100K | 259K | SEC |
| 2026-07-13 | 07-14 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 9.7K | 74.27 | 721K | 249K | SEC |
| 2026-07-07 | 07-09 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 100 | 82.50 | 8K | 54.3K | SEC |
| 2026-07-07 | 07-09 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 100 | 13.50 | 1K | 54.4K | SEC |
| 2026-06-29 | 06-30 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 75.00 | 124K | 52.2K | SEC |
| 2026-06-29 | 06-30 | Khara Rahul | Chief Legal Officer | M 選擇權執行 | 1.6K | 14.69 | 24K | 53.8K | SEC |
| 2026-06-26 | 06-30 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 300 | 13.50 | 4K | 54.6K | SEC |
| 2026-06-26 | 06-30 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 851 | 75.00 | 64K | 52.2K | SEC |
| 2026-06-26 | 06-30 | Khara Rahul | Chief Legal Officer | M 選擇權執行 | 851 | 14.69 | 13K | 53.0K | SEC |
| 2026-06-26 | 06-30 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 300 | 72.50 | 22K | 54.3K | SEC |
| 2026-06-22 | 06-24 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 9.7K | 72.66 | 705K | 54.3K | SEC |
| 2026-06-22 | 06-24 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 9.7K | 13.50 | 131K | 64.0K | SEC |
| 2026-06-18 | 06-23 | Quisel John D | Chief Executive Officer | M 選擇權執行 | 34.0K | 9.86 | 335K | 260K | SEC |
| 2026-06-18 | 06-23 | Khara Rahul | Chief Legal Officer | M 選擇權執行 | 7.5K | 14.69 | 110K | 59.7K | SEC |
| 2026-06-18 | 06-23 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 22.9K | 69.92 | 1.6M | 237K | SEC |
| 2026-06-18 | 06-23 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 500 | 71.62 | 36K | 52.2K | SEC |
| 2026-06-18 | 06-23 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 1.6K | 70.73 | 113K | 52.7K | SEC |
| 2026-06-18 | 06-23 | Khara Rahul | Chief Legal Officer | S 公開市場賣出(10b5-1) | 5.4K | 69.94 | 378K | 54.3K | SEC |
| 2026-06-18 | 06-23 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 1.6K | 71.61 | 111K | 226K | SEC |
| 2026-06-18 | 06-23 | Quisel John D | Chief Executive Officer | S 公開市場賣出(10b5-1) | 9.5K | 70.70 | 673K | 228K | SEC |
| 2026-06-16 | 06-18 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 7.0K | 69.92 | 487K | 54.3K | SEC |
| 2026-06-16 | 06-18 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出(10b5-1) | 11.7K | 68.76 | 801K | 61.3K | SEC |
| 2026-06-16 | 06-18 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 13.4K | 9.86 | 132K | 72.9K | SEC |
| 2026-06-16 | 06-18 | Yu Jonathan Yen-Wen | Chief Operating Officer | M 選擇權執行 | 5.3K | 9.86 | 52K | 59.6K | SEC |
| 2026-04-14 | 04-15 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 6.3K | 69.24 | 433K | 64.3K | SEC |
| 2026-04-13 | 04-15 | Savage William Jacob | Chief Medical Officer | S 公開市場賣出(10b5-1) | 2.2K | 66.81 | 147K | 79.5K | SEC |
| 2026-04-13 | 04-15 | Savage William Jacob | Chief Medical Officer | S 公開市場賣出(10b5-1) | 3.5K | 66.12 | 233K | 81.7K | SEC |
| 2026-04-13 | 04-15 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 400 | 69.00 | 28K | 70.6K | SEC |
| 2026-03-02 | 03-04 | Savage William Jacob | Chief Medical Officer | S 公開市場賣出(10b5-1) | 4.4K | 65.52 | 288K | 88.2K | SEC |
| 2026-03-02 | 03-04 | Savage William Jacob | Chief Medical Officer | S 公開市場賣出(10b5-1) | 3.0K | 66.41 | 198K | 85.2K | SEC |
| 2026-02-25 | 02-27 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 353 | 69.06 | 24K | 71.0K | SEC |
| 2026-02-18 | 02-19 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 3.4K | 65.01 | 221K | 75.0K | SEC |
| 2026-02-18 | 02-19 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 3.7K | 65.89 | 243K | 71.3K | SEC |
| 2026-02-17 | 02-19 | Franchi Jean M. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.1K | 62.86 | 256K | 78.4K | SEC |
| 2026-02-17 | 02-17 | Quisel John D | Chief Executive Officer | S 公開市場賣出 | 13.3K | 62.86 | 834K | 226K | SEC |
| 2026-02-17 | 02-17 | Khara Rahul | Chief Legal Officer | S 公開市場賣出 | 2.9K | 62.86 | 179K | 52.2K | SEC |
| 2026-02-17 | 02-17 | Stephenson Pamela | Chief Commercial Officer | S 公開市場賣出 | 5.5K | 62.86 | 348K | 81.0K | SEC |
| 2026-02-17 | 02-17 | Savage William Jacob | Chief Medical Officer | S 公開市場賣出 | 3.3K | 62.86 | 205K | 92.6K | SEC |
| 2026-02-17 | 02-17 | Yu Jonathan Yen-Wen | Chief Operating Officer | S 公開市場賣出 | 3.2K | 62.86 | 203K | 54.3K | SEC |
| 2026-02-10 | 02-11 | Franchi Jean M. | Chief Financial Officer | A 獲配股票 | 19.0K | – | – | 82.5K | SEC |
| 2026-02-10 | 02-11 | Quisel John D | Chief Executive Officer | A 獲配股票 | 55.2K | – | – | 239K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| FMR LLC | 4.9M | 358M | 新進 | 新進 |
| BlackRock, Inc. | 2.5M | 181M | 新進 | 新進 |
| RA CAPITAL MANAGEMENT, L.P. | 2.5M | 179M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 1.9M | 140M | 新進 | 新進 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.7M | 127M | 新進 | 新進 |
| STATE STREET CORP | 1.6M | 121M | 新進 | 新進 |
| Vestal Point Capital, LP | 1.6M | 113M | 新進 | 新進 |
| Atlas Venture Life Science Advisors, LLC | 1.5M | 111M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | 100M | 新進 | 新進 |
| Frazier Life Sciences Management, L.P. | 1.4M | 99.1M | 新進 | 新進 |
| TCG Crossover Management, LLC | 1.3M | 98.1M | 新進 | 新進 |
| BVF INC/IL | 1.2M | 84.4M | 新進 | 新進 |
| Woodline Partners LP | 958K | 70.1M | 新進 | 新進 |
| Siren, L.L.C. | 888K | 65.0M | 新進 | 新進 |
| Logos Global Management LP | 875K | 64.0M | 新進 | 新進 |
| Opaleye Management Inc. | 855K | 62.5M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 790K | 57.8M | 新進 | 新進 |
| Assenagon Asset Management S.A. | 768K | 56.2M | 新進 | 新進 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 657K | 48.1M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 569K | 41.6M | 新進 | 新進 |
| Bellevue Group AG | 560K | 41.0M | 新進 | 新進 |
| Saturn V Capital Management LP | 525K | 38.4M | 新進 | 新進 |
| ARMISTICE CAPITAL, LLC | 460K | 33.6M | 新進 | 新進 |
| JENNISON ASSOCIATES LLC | 440K | 32.1M | 新進 | 新進 |
| Aberdeen Group plc | 438K | 32.0M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 217 +13 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 217 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 43.2M · 100.0% |
| 合計季末市值 | 3.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 7.4M |
|---|---|
| 與上期比 | +0.3% |
| 佔流通股數 | 19.18% |
| 日均成交量 | 443K |
| 回補天數 | 16.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 7.4M | +0.3% | 19.18% | 443K | 16.6 |
| 2026-08-14 | 7.3M | -0.7% | 19.12% | 296K | 24.8 |
| 2026-07-31 | 7.4M | +1.4% | 19.26% | 353K | 20.9 |
| 2026-07-15 | 7.3M | +14.6% | 18.99% | 676K | 10.8 |
| 2026-06-30 | 6.4M | +5.9% | 16.57% | 995K | 6.4 |
| 2026-06-15 | 6.0M | +0.2% | 15.65% | 427K | 14.1 |
| 2026-05-29 | 6.0M | +5.8% | 15.63% | 411K | 14.6 |
| 2026-05-15 | 5.7M | +2.3% | 14.76% | 537K | 10.6 |
| 2026-04-30 | 5.5M | +5.7% | 14.43% | 356K | 15.6 |
| 2026-04-15 | 5.2M | -4.0% | 13.65% | 422K | 12.4 |
| 2026-03-31 | 5.5M | +21.4% | 14.22% | 574K | 9.5 |
| 2026-03-13 | 4.5M | +5.3% | 11.71% | 582K | 7.7 |
| 2026-02-27 | 4.3M | +25.1% | 11.12% | 1.0M | 4.1 |
| 2026-02-13 | 3.4M | -16.8% | 8.89% | 874K | 3.9 |
| 2026-01-30 | 4.1M | -4.2% | 10.68% | 474K | 8.7 |
| 2026-01-15 | 4.3M | +13.0% | 11.15% | 564K | 7.6 |
| 2025-12-31 | 3.8M | +53.8% | 9.87% | 786K | 4.8 |
| 2025-12-15 | 2.5M | -4.7% | 6.42% | 476K | 5.2 |
| 2025-11-28 | 2.6M | -14.2% | 6.74% | 677K | 3.8 |
| 2025-11-14 | 3.0M | +5.2% | 7.86% | 430K | 7.0 |
| 2025-10-31 | 2.9M | +6.4% | 7.47% | 717K | 4.0 |
| 2025-10-15 | 2.7M | +2.1% | 7.02% | 399K | 6.8 |
| 2025-09-30 | 2.6M | +17.9% | 6.87% | 376K | 7.0 |
| 2025-09-15 | 2.2M | +6.4% | 5.83% | 338K | 6.6 |
| 2025-08-29 | 2.1M | -13.6% | 5.48% | 232K | 9.1 |
| 2025-08-15 | 2.4M | +7.7% | 6.33% | 374K | 6.5 |