SPENCER R BERTHELSEN
CIK 1181548 · last filed 2026-07-17
"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
$8.62M
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 | $53.41 | $8.62M | -$4.88M | 28 | 2026-07-17 |
| IONIS PHARMACEUTICALS INC (ISIS) Delisted | Director | 61,913 | — | — | -$306.5K | 13 | 2015-07-02 |
Recent Filings · Page 3 of 5
44 filingsInsider 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 |
|---|---|---|---|---|---|
| 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 |
| 2018-06-25 | IONS | Mixed | — | -$426.3K | EDGAR |
| 2017-07-03 | IONS | Mixed | +2,469 | $0 | EDGAR |
| 2017-02-27 | IONS | Exer (M) | +12,500 | $122.1K | EDGAR |
| 2016-07-06 | IONS | Mixed | +2,115 | $0 | EDGAR |
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.
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.