BERTHELSEN SPENCER R

Director · IONS

As of 2026-09-27, BERTHELSEN SPENCER R has 21 Form 4 transactions on record across 1 company — 10 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Pattern in the record: open-market sales filed in June in multiple years since 2024 — a recurring calendar cadence, more consistent with scheduled activity than a one-off decision.

Reconstructed holdings

Direct: $102KIndirect: $0$102Kas of 2026-09-27
  • Direct $102K
  • Indirect $0
IONSdirect2,301 sh$102K

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

IONS · 21 trades
2026-07-15: Option exercise, 5,220 sh ($0)2026-07-15: Option exercise, 5,220 sh ($0)2026-07-01: Award / grant, 2,301 sh ($0)2026-07-01: Award / grant, 5,369 sh ($0)2026-06-15: Sale, 8,000 sh ($588K)2026-06-15: Option exercise, 8,000 sh ($195K)2026-06-15: Option exercise, 8,000 sh ($0)2026-06-01: Sale, 8,000 sh ($605K)2026-06-01: Option exercise, 8,000 sh ($195K)2026-06-01: Option exercise, 8,000 sh ($0)2025-07-15: Option exercise, 4,079 sh ($0)2025-07-15: Option exercise, 4,079 sh ($0)2025-07-01: Award / grant, 5,220 sh ($0)2025-07-01: Award / grant, 11,518 sh ($0)2024-07-15: Option exercise, 4,677 sh ($0)2024-07-15: Option exercise, 4,677 sh ($0)2024-07-01: Award / grant, 4,079 sh ($0)2024-07-01: Award / grant, 10,111 sh ($0)2024-06-17: Sale, 16,000 sh ($645K)2024-06-17: Option exercise, 16,000 sh ($568K)2024-06-17: Option exercise, 16,000 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-06-15IONSSale8,000 @ $73.49$588K−4.9% of holding156,013Form 4
2026-06-01IONSSale8,000 @ $75.67$605K−4.9% of holding156,013Form 4
2024-06-17IONSSale16,000 @ $40.29$645K−9.8% of holding147,257Form 4
18 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-15IONSOption exercise5,2202,301Form 4
2026-07-15IONSOption exercise5,220161,233Form 4
2026-07-01IONSAward / grant2,3017,521Form 4
2026-07-01IONSAward / grant5,3695,369Form 4
2026-06-15IONSOption exercise8,000164,013Form 4
2026-06-15IONSOption exercise8,0000Form 4
2026-06-01IONSOption exercise8,000164,013Form 4
2026-06-01IONSOption exercise8,0008,000Form 4
2025-07-15IONSOption exercise4,0795,220Form 4
2025-07-15IONSOption exercise4,079156,013Form 4
2025-07-01IONSAward / grant5,2209,299Form 4
2025-07-01IONSAward / grant11,51811,518Form 4
2024-07-15IONSOption exercise4,6774,079Form 4
2024-07-15IONSOption exercise4,677151,934Form 4
2024-07-01IONSAward / grant4,0798,756Form 4
2024-07-01IONSAward / grant10,11110,111Form 4
2024-06-17IONSOption exercise16,000163,257Form 4
2024-06-17IONSOption exercise16,0000Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.