SPENCER R BERTHELSEN
CIK 1181548 · last filed 2026-06-03
"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
$11.44M
Companies
2
Total Filings
38
Lifetime Open-Market Net
-$4.59M
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 | 156,083 | $73.28 | $11.44M | -$4.29M | 25 | 2026-06-03 |
| IONIS PHARMACEUTICALS INC (ISIS) Delisted | Director | 61,913 | — | — | -$306.5K | 13 | 2015-07-02 |
Recent Filings · Page 2 of 4
38 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2022-07-06 | IONS | Grant (A) | — | $0 | EDGAR |
| 2022-06-09 | IONS | Exer (M) | +11,250 | $145.6K | EDGAR |
| 2021-07-19 | IONS | Exer (M) | +8,666 | $0 | EDGAR |
| 2021-07-06 | IONS | Grant (A) | — | $0 | EDGAR |
| 2021-06-25 | IONS | Mixed | — | -$426.6K | EDGAR |
| 2020-07-06 | IONS | Mixed | +4,000 | $0 | EDGAR |
| 2020-06-25 | IONS | Mixed | — | -$743.1K | EDGAR |
| 2019-07-03 | IONS | Mixed | +2,889 | $0 | EDGAR |
| 2019-06-26 | IONS | Mixed | — | -$710.3K | EDGAR |
| 2018-07-03 | IONS | Mixed | +2,667 | $0 | EDGAR |
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.