Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ELI LILLY & CoLLY · Entity 2794 | Director | November 17, 2025 | November 18, 2025 |
| IQVIA HOLDINGS INC.IQV · Entity 3058 | Director | April 23, 2026 | April 27, 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.
ELI LILLY & Co
Report date November 17, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,836.814 |
Reported balance
After 2025-11-17 transaction · row 1
1 source rowRow 1 · 2025-11-17 · Grant · Acquired 215.327 · Balance 21,836.814 |
IQVIA HOLDINGS INC.
Report date April 23, 2026 · Filed April 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 1,571 |
Reported balance
After 2026-04-23 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-23 · Grant · Acquired 1,571 · Balance 1,571 F1: Each deferred share is convertible into one share of common stock of IQVIA Holdings Inc. (the "Issuer") upon settlement. The deferred shares become settleable, in accordance with the Issuer's Non-Employee Director Deferral Plan, when the reporting person ceases to be a director, upon a change in control of the Company, or upon death of the reporting person. There is no expiry date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each deferred share is convertible into one share of common stock of IQVIA Holdings Inc. (the "Issuer") upon settlement. The deferred shares become settleable, in accordance with the Issuer's Non-Employee Director Deferral Plan, when the reporting person ceases to be a director, upon a change in control of the Company, or upon death of the reporting person. There is no expiry date.
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 |
|---|---|---|---|---|---|---|
| April 23, 2026 Filed Apr 27, 2026 21:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 1,571 | $160.68 | $252,428.28 |
DisclosureSEC source: 0001628280-26-027610 · wk-form4_1777323825.xml · derivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,571 Underlying: Common Stock · 1,571 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred share is convertible into one share of common stock of IQVIA Holdings Inc. (the "Issuer") upon settlement. The deferred shares become settleable, in accordance with the Issuer's Non-Employee Director Deferral Plan, when the reporting person ceases to be a director, upon a change in control of the Company, or upon death of the reporting person. There is no expiry date. F1 · derivative.exercise_date: Each deferred share is convertible into one share of common stock of IQVIA Holdings Inc. (the "Issuer") upon settlement. The deferred shares become settleable, in accordance with the Issuer's Non-Employee Director Deferral Plan, when the reporting person ceases to be a director, upon a change in control of the Company, or upon death of the reporting person. There is no expiry date. F1 · derivative.expiration_date: Each deferred share is convertible into one share of common stock of IQVIA Holdings Inc. (the "Issuer") upon settlement. The deferred shares become settleable, in accordance with the Issuer's Non-Employee Director Deferral Plan, when the reporting person ceases to be a director, upon a change in control of the Company, or upon death of the reporting person. There is no expiry date. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:21 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 215.327 | $1,021.70 | $219,999.60 |
DisclosureSEC source: 0001551715-25-000006 · wk-form4_1763500905.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,836.814 Read SEC document |
| November 18, 2024 Filed Nov 20, 2024 21:26 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 302.53 | $727.20 | $219,999.82 |
DisclosureSEC source: 0000059478-24-000272 · wk-form4_1732138010.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,464.71 Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 21:26 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 335 | $597.60 | $200,196.00 |
DisclosureSEC source: 0000059478-23-000306 · wk-form4_1700601953.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,026 Read SEC document |
| November 21, 2022 Filed Nov 22, 2022 22:15 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 498 | $361.17 | $179,862.66 |
DisclosureSEC source: 0000059478-22-000256 · wf-form4_166915531957681.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,470 Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 22:20 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 677 | $258.43 | $174,957.11 |
DisclosureSEC source: 0000059478-21-000237 · wf-form4_163718763368528.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,704 Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 02:33 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,245 | $140.59 | $175,034.55 |
DisclosureSEC source: 0000059478-20-000181 · wf-form4_160575321158971.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,730 Read SEC document |
| November 18, 2019 Filed Nov 20, 2019 18:14 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,534 | $117.07 | $179,585.38 |
DisclosureSEC source: 0000059478-19-000309 · wf-form4_157427368387762.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,139 Read SEC document |
| November 19, 2018 Filed Nov 20, 2018 22:37 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,511 | $115.81 | $174,988.91 |
DisclosureSEC source: 0000059478-18-000270 · wf-form4_154275341805799.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,282 Read SEC document |
| November 20, 2017 Filed Nov 22, 2017 15:26 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,924 | $83.18 | $160,038.32 |
DisclosureSEC source: 0000059478-17-000228 · wf-form4_151136440081892.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,448 Read SEC document |
| November 30, 2016 Filed Dec 1, 2016 21:50 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,088 | $76.64 | $160,024.32 |
DisclosureSEC source: 0000059478-16-000467 · wf-form4_148062903286630.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,246 Read SEC document |
| November 30, 2015 Filed Dec 2, 2015 20:23 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,785 | $81.23 | $144,995.55 |
DisclosureSEC source: 0000059478-15-000213 · wf-form4_144908776941175.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,930 Read SEC document |
| November 28, 2014 Filed Dec 2, 2014 20:56 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,155 | $67.29 | $145,009.95 |
DisclosureSEC source: 0000059478-14-000206 · wf-form4_141755380242503.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,978 Read SEC document |
| November 29, 2013 Filed Dec 3, 2013 20:33 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 2,841 | $51.03 | $144,976.23 |
DisclosureSEC source: 0000059478-13-000106 · wf-form4_138610282519177.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,689 Read SEC document |
| November 30, 2012 Filed Dec 3, 2012 19:22 UTC | ELI LILLY & Co LLY · Entity 2794 | GrantCommon Stock | 1,798 | $47.03 | $84,559.94 |
DisclosureSEC source: 0001209191-12-055283 · doc4.xml · nonDerivative · entry 1 Kaelin William G Jr · CIK 0001551715 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798 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.