Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IONIS PHARMACEUTICALS INCIONS · Entity 1182 | Director | July 15, 2026 | July 17, 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 July 15, 2026 · Filed July 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 161,233 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Exercise / conversion · Acquired 5,220 · Balance 161,233 F1: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. |
| Restricted Stock UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,301 |
Reported balance
After 2026-07-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-15 · Exercise / conversion · Disposed 5,220 · Balance 2,301 F3: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. |
| Common StockSEC Table I · non-derivative | Indirectby Daughter | 70 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 70 F2: The reporting person disclaims beneficial ownership of all securities held by his daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award.
F2: The reporting person disclaims beneficial ownership of all securities held by his daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F3: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value.
F4: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company.
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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 17, 2026 21:12 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 5,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-26-000244 · edgardoc.xml · derivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,301 Underlying: Common Stock · 5,220 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F4 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2026 Filed Jul 17, 2026 21:12 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 5,220 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-26-000244 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,233 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:44 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 2,301 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-26-000226 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,521 Underlying: Common Stock · 2,301 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2026 totals no more than $400,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F4 · derivative.exercise_date: Grant on July 1, 2026 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2026. F4 · derivative.expiration_date: Grant on July 1, 2026 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2026. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 22:44 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,369 | $0.00 Strike: $79.19 | $0.00 |
DisclosureSEC source: 0000874015-26-000226 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,369 Underlying: Common Stock · 5,369 shares Expires 2036-06-30 F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2026 totals no more than $400,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F2 · derivative.exercise_date: Grant on July 1, 2026 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2026. F2 · derivative.expiration_date: Grant on July 1, 2026 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2026. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 21:26 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0000874015-26-000207 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2026-06-30 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. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 21:26 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 8,000 | $73.49 | $587,920.00 |
DisclosureSEC source: 0000874015-26-000207 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,013 F1 · shares: Shares sold pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on September 12, 2025. Read SEC document |
| June 15, 2026 Filed Jun 16, 2026 21:26 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 8,000 | $24.42 | $195,360.00 |
DisclosureSEC source: 0000874015-26-000207 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,013 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. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:34 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 8,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0000874015-26-000188 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,000 Underlying: Common Stock · 8,000 shares Expires 2026-06-30 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. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:34 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 8,000 | $75.67 | $605,360.00 |
DisclosureSEC source: 0000874015-26-000188 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 156,013 F1 · shares: Shares sold pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on September 12, 2025. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 21:34 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 8,000 | $24.42 | $195,360.00 |
DisclosureSEC source: 0000874015-26-000188 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 164,013 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. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 4,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-25-000155 · edgardoc.xml · derivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,220 Underlying: Common Stock · 4,079 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F4 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2025 Filed Jul 17, 2025 20:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 4,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-25-000155 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,013 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:52 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 5,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-25-000136 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,299 Underlying: Common Stock · 5,220 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2025 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F4 · derivative.exercise_date: Grant on July 1, 2025 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2025. F4 · derivative.expiration_date: Grant on July 1, 2025 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2025. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 20:52 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 11,518 | $0.00 Strike: $39.94 | $0.00 |
DisclosureSEC source: 0000874015-25-000136 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,518 Underlying: Common Stock · 11,518 shares Expires 2035-06-30 F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2025 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F2 · derivative.exercise_date: Grant on July 1, 2025 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2025. F2 · derivative.expiration_date: Grant on July 1, 2025 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2025. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 21:02 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 4,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-24-000177 · edgardoc.xml · derivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,079 Underlying: Common Stock · 4,677 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F4 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2024 Filed Jul 17, 2024 21:02 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 4,677 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-24-000177 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,934 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 4,079 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-24-000159 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,756 Underlying: Common Stock · 4,079 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2024 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F4 · derivative.exercise_date: Grant on July 1, 2024 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2024. F4 · derivative.expiration_date: Grant on July 1, 2024 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2024. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 18:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,111 | $0.00 Strike: $47.11 | $0.00 |
DisclosureSEC source: 0000874015-24-000159 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,111 Underlying: Common Stock · 10,111 shares Expires 2034-06-30 F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2024 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F2 · derivative.exercise_date: Grant on July 1, 2024 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2024. F2 · derivative.expiration_date: Grant on July 1, 2024 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2024. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:52 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $35.53 | $0.00 |
DisclosureSEC source: 0000874015-24-000149 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,000 shares Expires 2024-06-30 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. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:52 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 16,000 | $40.29 | $644,640.00 |
DisclosureSEC source: 0000874015-24-000149 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 147,257 Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 21:52 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 16,000 | $35.53 | $568,480.00 |
DisclosureSEC source: 0000874015-24-000149 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 163,257 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. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 22:05 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 5,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-23-000172 · edgardoc.xml · derivative · entry 5 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,677 Underlying: Common Stock · 5,333 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F5 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F5 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 22:05 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 1,777 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-23-000172 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,010 Underlying: Common Stock · 1,777 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4 · derivative.exercise_date: Restricted Stock Units vest in four equal annual installments. Upon vesting, the restricted stock units will be paid out in whole shares of Ionis common stock or cash as may be determined by the Company. F4 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments. Upon vesting, the restricted stock units will be paid out in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 22:05 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 5,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-23-000172 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,257 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 17, 2023 Filed Jul 19, 2023 22:05 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 1,777 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-23-000172 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,924 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 4,677 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-23-000154 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,787 Underlying: Common Stock · 4,677 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2023 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F4 · derivative.exercise_date: Grant on July 3, 2023 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 3, 2023. F4 · derivative.expiration_date: Grant on July 3, 2023 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 3, 2023. Read SEC document |
| July 03, 2023 Filed Jul 6, 2023 21:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 10,321 | $0.00 Strike: $41.08 | $0.00 |
DisclosureSEC source: 0000874015-23-000154 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,321 Underlying: Common Stock · 10,321 shares Expires 2033-07-02 F1 · shares: Pursuant to the Company's Non-Employee Director Compensation Policy, these grants were adjusted downward such that the non-employee Director's annual equity compensation in 2023 totals no more than $450,000 based on the aggregate grant date fair value as determined in accordance with FASB Topic ASC 718. F2 · derivative.exercise_date: Grant on July 3, 2023 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 3, 2023. F2 · derivative.expiration_date: Grant on July 3, 2023 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 3, 2023. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:17 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $28.47 | $0.00 |
DisclosureSEC source: 0000874015-23-000144 · edgardoc.xml · derivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2023-06-30 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. Read SEC document |
| June 20, 2023 Filed Jun 22, 2023 21:17 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 11,250 | $28.47 | $320,287.50 |
DisclosureSEC source: 0000874015-23-000144 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,147 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 that was scheduled to expire on 6/30/2023 F1 · shares: Acquired as a result of exercising a stock option that was scheduled to expire on 6/30/2023 Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 23:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 2,665 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-22-000136 · edgardoc.xml · derivative · entry 5 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,110 Underlying: Common Stock · 2,665 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F6 · derivative.exercise_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F6 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 23:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 5,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-22-000136 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,775 Underlying: Common Stock · 5,333 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F5 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F5 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 23:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 2,665 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-22-000136 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,897 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 · kind: Acquired pursuant to vesting and release of shares in accordance with Restricted Stock Unit awards. F2 · shares: Acquired pursuant to vesting and release of shares in accordance with Restricted Stock Unit awards. Read SEC document |
| July 15, 2022 Filed Jul 19, 2022 23:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 5,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-22-000136 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,232 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 pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with a Restricted Stock Unit award. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:23 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 5,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-22-000118 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,108 Underlying: Common Stock · 5,333 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F3 · derivative.exercise_date: Grant on July 1, 2022 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2022. F3 · derivative.expiration_date: Grant on July 1, 2022 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2022. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 21:23 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $38.06 | $0.00 |
DisclosureSEC source: 0000874015-22-000118 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2032-06-30 F1 · derivative.exercise_date: Grant on July 1, 2022 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2022. F1 · derivative.expiration_date: Grant on July 1, 2022 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2022. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $12.94 | $0.00 |
DisclosureSEC source: 0000874015-22-000106 · edgardoc.xml · derivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2022-07-01 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. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 21:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 11,250 | $12.94 | $145,575.00 |
DisclosureSEC source: 0000874015-22-000106 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,899 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 that was scheduled to expire on 7/1/2022. F1 · shares: Acquired as a result of exercising a stock option that was scheduled to expire on 7/1/2022. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 1,778 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · derivative · entry 9 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,775 Underlying: Common Stock · 1,778 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F5 · derivative.exercise_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F5 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 666 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · derivative · entry 8 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,553 Underlying: Common Stock · 666 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F5 · derivative.exercise_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F5 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 889 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · derivative · entry 7 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,219 Underlying: Common Stock · 889 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F5 · derivative.exercise_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F5 · derivative.expiration_date: Restricted Stock Units vest in four equal annual installments and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Unit · Derivative | 5,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · derivative · entry 6 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,108 Underlying: Common Stock · 5,333 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F4 · derivative.exercise_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. F4 · derivative.expiration_date: Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and are delivered to the reporting person on the July 15th following the vesting date. Upon vesting, the Restricted Stock Units will be paid in whole shares of Ionis common stock or cash as may be determined by the Company. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 1,778 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · nonDerivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,649 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 pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. F1 · shares: Acquired pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 666 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · nonDerivative · entry 3 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,871 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 pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. F1 · shares: Acquired pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 889 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,205 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 pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. F1 · shares: Acquired pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. Read SEC document |
| July 15, 2021 Filed Jul 20, 2021 00:13 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 5,333 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000132 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,316 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 pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. F1 · shares: Acquired pursuant to vesting and release of shares pursuant to a Restricted Stock Unit Award. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:50 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Unit · Derivative | 5,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000110 · edgardoc.xml · derivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,441 Underlying: Common Stock · 5,333 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Ionis common stock, or its equivalent cash value. F3 · derivative.exercise_date: Grant of July 1, 2021 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2021. F3 · derivative.expiration_date: Grant of July 1, 2021 to reporting person of Restricted Stock Unit award under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. These Restricted Stock Units vest 100% on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier, and will be delivered to the reporting person on the July 15th following the vesting date. The Restricted Stock Unit is vested as to 0 shares on July 1, 2021. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:50 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $40.05 | $0.00 |
DisclosureSEC source: 0000874015-21-000110 · edgardoc.xml · derivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2031-06-30 F1 · derivative.exercise_date: Grant of July 1, 2021 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2021. F1 · derivative.expiration_date: Grant of July 1, 2021 to reporting person of stock options under the Amended and Restated Ionis Pharmaceuticals, Inc. 2002 Non-Employee Directors' Stock Option Plan. 100% of the shares subject to the option vest and become exercisable on either the first anniversary of the date of grant or the next regularly scheduled annual meeting of stockholders of the Company, whichever occurs earlier. The option is exercisable to 0 shares on July 1, 2021. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 21:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $9.30 | $0.00 |
DisclosureSEC source: 0000874015-21-000088 · edgardoc.xml · derivative · entry 4 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2021-06-30 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. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 21:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 15,000 | $37.74 | $566,100.00 |
DisclosureSEC source: 0000874015-21-000088 · edgardoc.xml · nonDerivative · entry 2 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,983 F2 · shares: Shares sold pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 12, 2021. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 21:19 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 15,000 | $9.30 | $139,500.00 |
DisclosureSEC source: 0000874015-21-000088 · edgardoc.xml · nonDerivative · entry 1 BERTHELSEN SPENCER R · CIK 0001181548 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,983 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 · shares: Acquired as a result of exercising a stock option that was scheduled to expire on June 30, 2021. The purchase reported on this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person March 12, 2021. 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.