Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IONIS PHARMACEUTICALS INCIONS · Entity 1182 | EVP Research | June 25, 2026 | June 26, 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 June 25, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,759 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Sale · Disposed 10,602 · Balance 21,759 F1: Shares sold pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 6, 2026. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.00 to $79.46 inclusive. The reporting person undertakes to provide to Ionis Pharmaceuticals, Inc. any security holder of Ionis Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) on this Form 4. |
| Common StockSEC Table I · non-derivative | Indirectby Son | 318 |
Reported balance
Holding disclosure · report date 2026-06-25 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 318 |
Filing footnotes · ownership attribution and instrument terms
F1: Shares sold pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on March 6, 2026.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.00 to $79.46 inclusive. The reporting person undertakes to provide to Ionis Pharmaceuticals, Inc. any security holder of Ionis Pharmaceuticals, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (2) on this Form 4.
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 |
|---|---|---|---|---|---|---|
| January 15, 2021 Filed Jan 20, 2021 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Units · Derivative | 8,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000027 · edgar.xml · derivative · entry 4 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,944 Underlying: Common Stock · 8,944 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 in four equal monthly 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 Ionis. F5 · derivative.expiration_date: Restricted Stock Units vest in four equal monthly 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 Ionis. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Units · Derivative | 23,976 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000027 · edgar.xml · derivative · entry 3 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,976 Underlying: Common Stock · 23,976 shares Expires not disclosed F3 · derivative.exercise_price: Grant to reporting person of Restricted Stock Units under the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. 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 in four equal monthly 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 Ionis. F5 · derivative.expiration_date: Restricted Stock Units vest in four equal monthly 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 Ionis. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Tax withholdingCommon Stock | 3,216 | $61.28 | $197,076.48 |
DisclosureSEC source: 0000874015-21-000027 · edgar.xml · nonDerivative · entry 2 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,835 F2 · kind: Shares withheld to cover the required tax withholding obligations pursuant to the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. F2 · shares: Shares withheld to cover the required tax withholding obligations pursuant to the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. Read SEC document |
| January 15, 2021 Filed Jan 20, 2021 23:53 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 8,944 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-21-000027 · edgar.xml · nonDerivative · entry 1 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,051 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 Restricted Stock Unit awards. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with Restricted Stock Unit awards. Read SEC document |
| January 05, 2021 Filed Jan 7, 2021 02:23 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | SaleCommon Stock | 195 | $55.99 | $10,918.05 |
DisclosureSEC source: 0000874015-21-000019 · edgar.xml · nonDerivative · entry 1 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,107 F2 · kind: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on 6/20/2019. F2 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the reporting person on 6/20/2019. Read SEC document |
| January 04, 2021 Filed Jan 7, 2021 02:23 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantEmployee Stock Option (right to buy) · Derivative | 53,945 | $0.00 Strike: $56.78 | $0.00 |
DisclosureSEC source: 0000874015-21-000019 · edgar.xml · derivative · entry 2 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,945 Underlying: Common Stock · 53,945 shares Expires 2028-01-03 F1 · derivative.exercise_date: Grant on 01/04/2021 to reporting person of stock options under the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. Following this transaction, the option was exercisable as to 0 shares on 01/04/2021. 25% of the shares subject to the option will vest and become exercisable on 01/04/2022. Thereafter, the remaining shares subject to the option will vest and become exercisable in 36 equal monthly installments over the next 3 years. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 22:46 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | OtherCommon Stock | 1 | $44.46 | $44.46 |
DisclosureSEC source: 0000874015-20-000117 · edgar.xml · nonDerivative · entry 1 Swayze Eric · CIK 0001791058 · EVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,302 F1 · kind: Reporting 1 share acquired under the Ionis Pharmaceuticals, Inc. Amended and Restated 2000 Employee Stock Purchase Plan on August 31, 2020. This 1 share may not be sold until February 28, 2021. Read SEC document |
| February 29, 2020 Filed Mar 4, 2020 00:18 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | OtherCommon Stock | 378 | $43.16 | $16,315.61 |
DisclosureSEC source: 0000874015-20-000058 · edgar.xml · nonDerivative · entry 1 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,301 F1 · kind: Reporting 378 shares acquired under the Ionis Pharmaceuticals, Inc. Amended and Restated 2000 Employee Stock Purchase Plan on February 29, 2020. These 378 shares may not be sold until August 30, 2020. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 23:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionRestricted Stock Units · Derivative | 6,522 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-20-000041 · edgar.xml · derivative · entry 4 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,653 Underlying: Common Stock · 6,522 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 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 Ionis. F5 · 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 Ionis. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 23:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantRestricted Stock Units · Derivative | 12,235 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-20-000041 · edgar.xml · derivative · entry 3 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,235 Underlying: Common Stock · 12,235 shares Expires not disclosed F3 · derivative.exercise_price: Grant to reporting person of Restricted Stock Units under the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. 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 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 Ionis. F5 · 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 Ionis. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 23:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Tax withholdingCommon Stock | 2,367 | $62.06 | $146,896.02 |
DisclosureSEC source: 0000874015-20-000041 · edgar.xml · nonDerivative · entry 2 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,923 F2 · kind: Shares withheld to cover the required tax withholding obligations pursuant to the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. F2 · shares: Shares withheld to cover the required tax withholding obligations pursuant to the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 23:47 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | Exercise / conversionCommon Stock | 6,522 | $0.00 | $0.00 |
DisclosureSEC source: 0000874015-20-000041 · edgar.xml · nonDerivative · entry 1 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,290 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 Restricted Stock Unit awards. F1 · shares: Acquired pursuant to vesting and release of shares in accordance with Restricted Stock Unit awards. Read SEC document |
| January 02, 2020 Filed Jan 4, 2020 00:10 UTC | IONIS PHARMACEUTICALS INC IONS · Entity 1182 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,528 | $0.00 Strike: $60.89 | $0.00 |
DisclosureSEC source: 0000874015-20-000018 · edgar.xml · derivative · entry 1 Swayze Eric · CIK 0001791058 · SVP, Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,528 Underlying: Common Stock · 27,528 shares Expires 2027-01-01 F1 · derivative.exercise_date: Grant on 01/02/2020 to reporting person of stock options under the Ionis Pharmaceuticals, Inc. Amended and Restated 2011 Equity Incentive Plan. Following this transaction, the option was exercisable as to 0 shares on 01/02/2020. 25% of the shares subject to the option will vest and become exercisable on 01/02/2021. Thereafter, the remaining shares subject to the option will vest and become exercisable in 36 equal monthly installments over the next 3 years. 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.