Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | September 19, 2023 | September 21, 2023 |
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 19, 2023 · Filed September 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,250 |
Ending reported balance
After 2023-09-19 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2023-09-19 · Sale · Disposed 19,898 · Balance 14,250 F1: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.78 to $210.33 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 2 · 2023-09-19 · Exercise / conversion · Acquired 2,853 · Balance 17,103 Row 3 · 2023-09-19 · Exercise / conversion · Acquired 7,681 · Balance 24,784 Row 4 · 2023-09-19 · Exercise / conversion · Acquired 11,202 · Balance 35,986 Row 5 · 2023-09-19 · Exercise / conversion · Acquired 4,450 · Balance 40,436 Row 6 · 2023-09-19 · Sale · Disposed 7,419 · Balance 33,017 F2: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.71 to $210.12 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 7 · 2023-09-19 · Disposition to issuer · Disposed 18,767 · Balance 14,250 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $95.23 · Expires 2028-02-08 | Direct | 0 |
Reported balance
After 2023-09-19 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-09-19 · Exercise / conversion · Disposed 2,853 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $131.82 · Expires 2029-02-13 | Direct | 0 |
Reported balance
After 2023-09-19 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-09-19 · Exercise / conversion · Disposed 7,681 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $161.70 · Expires 2030-02-11 | Direct | 0 |
Reported balance
After 2023-09-19 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-09-19 · Exercise / conversion · Disposed 11,202 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $183.82 · Expires 2031-02-09 | Direct | 2,225 |
Reported balance
After 2023-09-19 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2023-09-19 · Exercise / conversion · Disposed 4,450 · Balance 2,225 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.78 to $210.33 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.71 to $210.12 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 4,450 | $0.00 Strike: $183.82 | $0.00 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · derivative · entry 11 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,225 Underlying: Common Stock · 4,450 shares Expires 2031-02-09 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 11,202 | $0.00 Strike: $161.70 | $0.00 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · derivative · entry 10 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,202 shares Expires 2030-02-11 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 7,681 | $0.00 Strike: $131.82 | $0.00 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · derivative · entry 9 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,681 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 2,853 | $0.00 Strike: $95.23 | $0.00 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · derivative · entry 8 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,853 shares Expires 2028-02-08 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 18,767 | $208.56 | $3,914,045.52 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 7 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,250 Read SEC document |
| September 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 7,419 | $208.63 | $1,547,825.97 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 6 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,017 F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.71 to $210.12 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 4,450 | $183.82 | $817,999.00 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 5 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,436 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 11,202 | $161.70 | $1,811,363.40 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 4 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,986 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 7,681 | $131.82 | $1,012,509.42 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 3 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,784 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 2,853 | $95.23 | $271,691.19 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 2 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,103 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 19, 2023 Filed Sep 21, 2023 17:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 19,898 | $208.69 | $4,152,513.62 |
DisclosureSEC source: 0001478242-23-000091 · wk-form4_1695330080.xml · nonDerivative · entry 1 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,250 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $207.78 to $210.33 per share. The reporting person has provided to the issuer, and undertakes to provide to the Commission staff or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 18:02 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 10,300 | $0.00 Strike: $232.11 | $0.00 |
DisclosureSEC source: 0001478242-23-000050 · wf-form4_167650215801104.xml · derivative · entry 1 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,300 Underlying: Common Stock · 10,300 shares Expires 2033-02-13 F1 · derivative.exercise_date: The stock appreciation right vests in three annual installments beginning on February 13, 2024. Read SEC document |
| February 11, 2023 Filed Feb 13, 2023 17:06 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,382 | $222.84 | $307,964.88 |
DisclosureSEC source: 0001478242-23-000030 · wf-form4_167632597146194.xml · nonDerivative · entry 3 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,148 Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 17:06 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 289 | $222.84 | $64,400.76 |
DisclosureSEC source: 0001478242-23-000030 · wf-form4_167632597146194.xml · nonDerivative · entry 2 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,530 Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 17:06 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 2,612 | $230.31 | $601,569.72 |
DisclosureSEC source: 0001478242-23-000030 · wf-form4_167632597146194.xml · nonDerivative · entry 1 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,819 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 17:23 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,341 | $235.84 | $316,261.44 |
DisclosureSEC source: 0001478242-23-000013 · wf-form4_167598137014409.xml · nonDerivative · entry 2 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,431 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 17:23 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 4,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-23-000013 · wf-form4_167598137014409.xml · nonDerivative · entry 1 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,772 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 11, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 7, 2023. Read SEC document |
| November 01, 2022 Filed Nov 3, 2022 17:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,818 | $209.39 | $380,671.02 |
DisclosureSEC source: 0001478242-22-000103 · wf-form4_166750923389873.xml · nonDerivative · entry 1 Panagos Constantinos · CIK 0001917705 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,401 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.