Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | September 02, 2026 | September 04, 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.
IQVIA HOLDINGS INC.
Report date September 02, 2026 · Filed September 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,177 |
Ending reported balance
After 2026-09-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-09-02 · Exercise / conversion · Acquired 5,381 · Balance 13,558 Row 2 · 2026-09-02 · Sale · Disposed 2,668 · Balance 10,890 Row 3 · 2026-09-02 · Disposition to issuer · Disposed 2,713 · Balance 8,177 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $131.82 · Expires 2029-02-13 | Direct | 0 |
Reported balance
After 2026-09-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-09-02 · Exercise / conversion · Disposed 5,381 · Balance 0 |
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 |
|---|---|---|---|---|---|---|
| September 02, 2026 Filed Sep 4, 2026 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 5,381 | $131.82 Strike: $131.82 | $709,323.42 |
DisclosureSEC source: 0001628280-26-060755 · wk-form4_1788555634.xml · derivative · entry 4 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,381 shares Expires 2029-02-13 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 |
| September 02, 2026 Filed Sep 4, 2026 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 2,713 | $261.54 | $709,558.02 |
DisclosureSEC source: 0001628280-26-060755 · wk-form4_1788555634.xml · nonDerivative · entry 3 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,177 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 2,668 | $261.33 | $697,228.44 |
DisclosureSEC source: 0001628280-26-060755 · wk-form4_1788555634.xml · nonDerivative · entry 2 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,890 Read SEC document |
| September 02, 2026 Filed Sep 4, 2026 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 5,381 | $131.82 | $709,323.42 |
DisclosureSEC source: 0001628280-26-060755 · wk-form4_1788555634.xml · nonDerivative · entry 1 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,558 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 |
| February 09, 2026 Filed Feb 11, 2026 22:08 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 11,180 | $0.00 Strike: $192.67 | $0.00 |
DisclosureSEC source: 0001628280-26-007350 · wk-form4_1770847705.xml · derivative · entry 1 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,180 Underlying: Common Stock · 11,180 shares Expires 2036-02-09 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on February 9, 2027. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 22:44 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,280 | $187.49 | $239,987.20 |
DisclosureSEC source: 0001628280-26-006951 · wk-form4_1770763457.xml · nonDerivative · entry 2 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,177 Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 22:44 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 2,722 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-006951 · wk-form4_1770763457.xml · nonDerivative · entry 1 Berkshire James G. · CIK 0002103773 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,457 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 13, 2023. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 8, 2026. 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.