Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VERACYTE, INC.VCYT · Entity 2018 | EVP, General Counsel | February 26, 2021 | March 02, 2021 |
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.
VERACYTE, INC.
Report date February 26, 2021 · Filed March 02, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2021-02-26 transaction · row 1
1 source rowRow 1 · 2021-02-26 · Grant · Acquired 7,500 · Balance 7,500 F1: Restricted stock units awarded on February 26, 2021 vest 25% on March 2, 2022 and 1/16 per quarter thereafter subject to continuing employment of the Reporting Person on each vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $58.06 · Expires 2031-02-26 | Direct | 15,000 |
Reported balance
After 2021-02-26 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-02-26 · Grant · Acquired 15,000 · Balance 15,000 F2: The option becomes exercisable as to 25% of the shares on February 26, 2022, and the remaining shares vest at a rate of 1/48th of the total number of shares subject to the award for each month of continuous service thereafter. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded on February 26, 2021 vest 25% on March 2, 2022 and 1/16 per quarter thereafter subject to continuing employment of the Reporting Person on each vesting date.
F2: The option becomes exercisable as to 25% of the shares on February 26, 2022, and the remaining shares vest at a rate of 1/48th of the total number of shares subject to the award for each month of continuous service thereafter.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IQVIA HOLDINGS INC.
Report date February 26, 2018 · Filed February 28, 2018
Section 16 reporting ended · disclosed 2018-02-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,494 |
Ending reported balance
After 2018-02-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-26 · Other · Acquired 10,000 · Balance 23,494 Row 2 · 2018-02-26 · Sale · Disposed 10,000 · Balance 13,494 F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2017. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.07 · Expires 2023-02-07 | Direct | 5,000 |
Reported balance
After 2018-02-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-02-26 · Other · Disposed 10,000 · Balance 5,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2017.
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 |
|---|---|---|---|---|---|---|
| February 26, 2021 Filed Mar 2, 2021 17:15 UTC | VERACYTE, INC. VCYT · Entity 2018 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $58.06 | $0.00 |
DisclosureSEC source: 0001384101-21-000026 · wf-form4_161472328501095.xml · derivative · entry 2 Erlinger III James H · CIK 0001575957 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2031-02-26 F2 · derivative.exercise_date: The option becomes exercisable as to 25% of the shares on February 26, 2022, and the remaining shares vest at a rate of 1/48th of the total number of shares subject to the award for each month of continuous service thereafter. Read SEC document |
| February 26, 2021 Filed Mar 2, 2021 17:15 UTC | VERACYTE, INC. VCYT · Entity 2018 | GrantCommon Stock | 7,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001384101-21-000026 · wf-form4_161472328501095.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 F1 · kind: Restricted stock units awarded on February 26, 2021 vest 25% on March 2, 2022 and 1/16 per quarter thereafter subject to continuing employment of the Reporting Person on each vesting date. Read SEC document |
| July 29, 2020 Filed Jul 31, 2020 16:29 UTC | VERACYTE, INC. VCYT · Entity 2018 | GrantStock Option (right to buy) · Derivative | 175,000 | $0.00 Strike: $30.18 | $0.00 |
DisclosureSEC source: 0001437749-20-016177 · rdgdoc.xml · derivative · entry 1 Erlinger III James H · CIK 0001575957 · EVP, General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 175,000 shares Expires 2030-07-29 F1 · derivative.exercise_date: The stock option awarded on July 29, 2020 becomes exercisable as to 25% of the shares on July 29, 2021, and the remaining shares vest at a rate of 1/48th of the total number of shares subject to the award for each month of continuous service thereafter. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:14 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-18-000013 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:14 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 10,000 | $100.00 | $1,000,000.00 |
DisclosureSEC source: 0001478242-18-000013 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,494 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 14, 2017. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 16:14 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-18-000013 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,494 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 16:30 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-18-000004 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 16:30 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 10,000 | $99.97 | $999,700.00 |
DisclosureSEC source: 0001478242-18-000004 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,494 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $99.60 to $100.50 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 |
| January 17, 2018 Filed Jan 19, 2018 16:30 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-18-000004 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,494 Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 16:43 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 2,738 | $97.90 | $268,050.20 |
DisclosureSEC source: 0001478242-18-000003 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,494 Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 16:11 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-17-000079 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 16:11 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 10,000 | $101.21 | $1,012,100.00 |
DisclosureSEC source: 0001478242-17-000079 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,232 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $100.86 to $101.66 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 |
| December 20, 2017 Filed Dec 22, 2017 16:11 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-17-000079 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,232 Read SEC document |
| November 24, 2017 Filed Nov 28, 2017 16:16 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,108 | $104.27 | $115,531.16 |
DisclosureSEC source: 0001478242-17-000076 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,232 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 16:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-17-000075 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 16:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 10,000 | $102.17 | $1,021,700.00 |
DisclosureSEC source: 0001478242-17-000075 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $100.90 to $102.67 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 |
| November 15, 2017 Filed Nov 17, 2017 16:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-17-000075 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,340 Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 16:08 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-17-000065 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 16:08 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | SaleCommon Stock | 10,000 | $100.51 | $1,005,100.00 |
DisclosureSEC source: 0001478242-17-000065 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $99.68 to $101.86 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 |
| October 18, 2017 Filed Oct 20, 2017 16:08 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-17-000065 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,340 Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 16:16 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-17-000060 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| September 27, 2017 Filed Sep 29, 2017 16:16 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | SaleCommon Stock | 10,000 | $94.52 | $945,200.00 |
DisclosureSEC source: 0001478242-17-000060 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $94.19 to $94.73 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 27, 2017 Filed Sep 29, 2017 16:16 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-17-000060 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,340 Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 16:48 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $30.07 | $0.00 |
DisclosureSEC source: 0001478242-17-000056 · edgar.xml · derivative · entry 3 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common Stock · 10,000 shares Expires 2023-02-07 Read SEC document |
| August 25, 2017 Filed Aug 28, 2017 16:48 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | SaleCommon Stock | 10,000 | $98.96 | $989,600.00 |
DisclosureSEC source: 0001478242-17-000056 · edgar.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340 F1 · shares: The sale reported in this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 15, 2017. F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $98.00 to $99.09 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 |
| August 25, 2017 Filed Aug 28, 2017 16:48 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | OtherCommon Stock | 10,000 | $30.07 | $300,700.00 |
DisclosureSEC source: 0001478242-17-000056 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,340 Read SEC document |
| May 12, 2017 Filed May 16, 2017 16:22 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | Tax withholdingCommon Stock | 282 | $82.89 | $23,374.98 |
DisclosureSEC source: 0001478242-17-000015 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · Exec VP and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,340 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 17:10 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | GrantStock Appreciation Right · Derivative | 14,318 | $0.00 Strike: $78.21 | $0.00 |
DisclosureSEC source: 0001478242-17-000006 · edgar.xml · derivative · entry 1 Erlinger III James H · CIK 0001575957 · Exec VP and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,318 Underlying: Common Stock · 14,318 shares Expires 2027-02-02 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on 02/02/2018. Read SEC document |
| November 24, 2016 Filed Nov 25, 2016 15:59 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | Tax withholdingCommon Stock | 402 | $79.87 | $32,107.74 |
DisclosureSEC source: 0001478242-16-000007 · edgar.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · Exec VP and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,622 F1 · shares: Reflects shares withheld for taxes upon the vesting of 1,149 RSUs on November 24, 2016. F2 · balance_after: This amount includes 2,331 RSUs granted on November 24, 2013, 2,600 RSUs granted on May 12, 2014, 5,759 RSUs converted on October 3, 2016 from PUs orginially issued to the reporting person on March 4, 2015 and 6,185 RSUs converted on October 3, 2016 from PUs originally issued to the reporting person on March 3, 2016. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 16:37 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | GrantCommon Stock | 6,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144297 · doc4.xml · nonDerivative · entry 2 Erlinger III James H · CIK 0001575957 · Exec VP and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,024 F3 · security: Issuance to the reporting person of RSUs under the Plan upon the conversion, at the effective time of the Merger, of PUs originally issued to the reporting person on March 3, 2016. The PUs converted into RSUs at 100% of target, and the resulting RSUs will vest in full on December 31, 2018, the end of the original performance period of the PUs that were converted. F4 · balance_after: This amount includes 3,480 RSUs granted on November 24, 2013, 2,600 RSUs granted on May 12, 2014, 5,759 RSUs converted on October 3, 2016 from PUs originally issued to the reporting person on March 4, 2015 and 6,185 RSUs converted on October 3, 2016 from PUs originally issued to the reporting person on March 3, 2016. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 16:37 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | GrantCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144297 · doc4.xml · nonDerivative · entry 1 Erlinger III James H · CIK 0001575957 · Exec VP and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,839 F1 · security: Issuance to the reporting person of restricted stock units ("RSUs") under the Quintiles IMS Holdings, Inc. 2013 Stock Incentive Plan (f/k/a the Quintiles Transnational Holdings Inc. 2013 Stock Incentive Plan) (the "Plan") upon the conversion, at the effective time of the merger between Quintiles Transnational Holdings Inc. and IMS Health Holdings, Inc. (the "Merger"), of performance units ("PUs") originally issued to the reporting person on March 4, 2015. The PUs converted into RSUs at 187% of target, and the resulting RSUs will vest in full on December 31, 2017, the end of the original performance period of the PUs that were converted. F2 · balance_after: This amount includes 3,480 RSUs granted on November 24, 2013, 2,600 RSUs granted on May 12, 2014 and 5,759 RSUs converted on October 3, 2016 from PUs originally issued to the reporting person on March 4, 2015. 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.