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SPENCER R BERTHELSEN

CIK 1181548 · last filed 2026-07-17

SPENCER R BERTHELSEN is a corporate insider who has filed 44 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing, for IONS, was dated Jul 17, 2026. Across all open-market trades the lifetime net is −$5.2M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $8.6M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$8.59M

Companies

2

Total Filings

44

Lifetime Open-Market Net

-$5.18M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
IONS Director 161,303 $53.26 $8.59M -$4.88M 28 2026-07-17
IONIS PHARMACEUTICALS INC (ISIS) Delisted Director 61,913 — — -$306.5K 13 2015-07-02

Recent Filings

44 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-07-17 IONS Exer (M) +5,220 $0 EDGAR
2026-07-06 IONS Grant (A) — $0 EDGAR
2026-06-16 IONS Mixed — -$392.6K EDGAR
2026-06-15 IONS Notice (144) −8,000 -$587.9K EDGAR
2026-06-03 IONS Mixed — -$410.0K EDGAR
2026-06-01 IONS Notice (144) −8,000 -$605.4K EDGAR
2025-07-17 IONS Exer (M) +4,079 $0 EDGAR
2025-07-02 IONS Grant (A) — $0 EDGAR
2024-07-17 IONS Exer (M) +4,677 $0 EDGAR
2024-07-03 IONS Grant (A) — $0 EDGAR
Showing 1–10 of 44
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Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.