Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IONIS PHARMACEUTICALS INCIONS · Entity 1182 | EVP CLO & General Counsel | August 31, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
IONIS PHARMACEUTICALS INC
Report date August 31, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,205 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Other · Acquired 63 · Balance 59,205 F1: Reporting shares purchased under the Ionis Pharmaceuticals, Inc. Amended and Restated 2000 Employee Stock Purchase Plan on August 31, 2026. These shares may not be sold until February 28, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Reporting shares purchased under the Ionis Pharmaceuticals, Inc. Amended and Restated 2000 Employee Stock Purchase Plan on August 31, 2026. These shares may not be sold until February 28, 2027.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 05, 2016 Filed Dec 8, 2016 00:27 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 350 | $45.00 | $15,750.00 |
DisclosureSEC source: 0000874015-16-000149 · edgar.xml · nonDerivative · entry 2 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,526 F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
| December 05, 2016 Filed Dec 8, 2016 00:27 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 350 | $10.82 | $3,787.00 |
DisclosureSEC source: 0000874015-16-000149 · edgar.xml · nonDerivative · entry 1 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 806 | $0.00 Strike: $10.82 | $0.00 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · derivative · entry 6 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694 Underlying: Common Stock · 806 shares Expires 2020-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Grant of 1/2/2013 to reporting person of stock options under the Ionis Pharmaceuticals, Inc. 1989 Stock Option Plan. 25% of the shares subject to the option vested and became exercisable on 1/2/2014. Thereafter, the remaining shares subject to the option vest and become exercisable in 36 equal monthly installments, at the rate of 1,875 shares per year. Following this transaction, the option was exercisable as to 2,381 on 11/14/2016. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 194 | $0.00 Strike: $10.82 | $0.00 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · derivative · entry 5 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,907 Underlying: Common Stock · 194 shares Expires 2020-01-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Grant of 1/2/2013 to reporting person of stock options under the Ionis Pharmaceuticals, Inc. 1989 Stock Option Plan. 25% of the shares subject to the option vested and became exercisable on 1/2/2014. Thereafter, the remaining shares subject to the option vest and become exercisable in 36 equal monthly installments, at the rate of 3,925 shares per year. Following this transaction, the option was exercisable as to 4,252 on 11/14/2016. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 806 | $45.00 | $36,270.00 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · nonDerivative · entry 4 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,526 F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 806 | $10.82 | $8,720.92 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · nonDerivative · entry 3 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,332 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 194 | $45.00 | $8,730.00 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · nonDerivative · entry 2 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,526 F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
| November 14, 2016 Filed Nov 14, 2016 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 194 | $10.82 | $2,099.08 |
DisclosureSEC source: 0000874015-16-000146 · edgar.xml · nonDerivative · entry 1 O'NEIL PATRICK R. · CIK 0001564926 · SVP, Legal & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,720 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. F1 · shares: Acquired as a result of exercising a stock option pursuant to Rule 10b5-1 Trading Plan. The purchase and sale reported on this Form 4 was effective pursuant to Rule 10b5-1 Trading Plan adopted by the reporting person on 9/21/2015. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.