Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | February 10, 2022 | February 14, 2022 |
| S&P Global Inc.MHFI · Entity 2879 | SVP, Controller | May 01, 2015 | May 05, 2015 |
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 February 10, 2022 · Filed February 14, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,932 |
Reported balance
After 2022-02-10 transaction · row 1
1 source rowRow 1 · 2022-02-10 · Grant · Acquired 586 · Balance 4,932 F1: Represents a grant of restricted stock units that will vest in three annual installments beginning on February 10, 2023. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $250.43 · Expires 2032-02-10 | Direct | 2,184 |
Reported balance
After 2022-02-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-02-10 · Grant · Acquired 2,184 · Balance 2,184 F2: The stock appreciation right vests in three annual installments beginning on February 10, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock units that will vest in three annual installments beginning on February 10, 2023.
F2: The stock appreciation right vests in three annual installments beginning on February 10, 2023.
S&P Global Inc.
Report date May 01, 2015 · Filed May 05, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,670 |
Ending reported balance
After 2015-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-05-01 · Exercise / conversion · Acquired 2,650 · Balance 2,650 Row 2 · 2015-05-01 · Tax withholding · Disposed 980 · Balance 1,670 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,670 |
Reported balance
After 2015-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-05-01 · Exercise / conversion · Disposed 980 · Balance 1,670 F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock. F2: The restricted stock units will vest in full on May 1, 2015. Vested shares will be delivered to the reporting person shortly after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2015-05-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2015-05-01 · Exercise / conversion · Disposed 1,670 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock. F2: The restricted stock units will vest in full on May 1, 2015. Vested shares will be delivered to the reporting person shortly after the vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 386 |
Reported balance
Holding disclosure · report date 2015-05-01 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 386 F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock. F3: The restricted stock units will vest on December 31, 2017. |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $37.41 · Expires 2021-03-31 | Direct | 2,544 |
Reported balance
Holding disclosure · report date 2015-05-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 2,544 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.55 · Expires 2023-03-31 | Direct | 2,705 |
Reported balance
Holding disclosure · report date 2015-05-01 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 2,705 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $77.81 · Expires 2024-03-31 | Direct | 1,603 |
Reported balance
Holding disclosure · report date 2015-05-01 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 1,603 |
| Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $59.51 · Expires 2017-04-01 | Direct | 907 |
Reported balance
Holding disclosure · report date 2015-05-01 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 907 |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of MHFI common stock.
F2: The restricted stock units will vest in full on May 1, 2015. Vested shares will be delivered to the reporting person shortly after the vesting date.
F3: The restricted stock units will vest on December 31, 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 |
|---|---|---|---|---|---|---|
| April 01, 2011 Filed Apr 4, 2011 19:53 UTC | S&P Global Inc. MHP · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 4,009 | $0.00 Strike: $39.19 | $0.00 |
DisclosureSEC source: 0001225208-11-010918 · doc4.xml · derivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,009 Underlying: Common Stock · 4,009 shares Expires 2021-03-31 F1 · derivative.exercise_date: The option becomes exercisable 50% on the first anniversary of the grant and 50% on the second anniversary of the grant. Read SEC document |
| February 22, 2011 Filed Feb 23, 2011 20:19 UTC | S&P Global Inc. MHP · Entity 2879 | Disposition to issuerCommon Stock | 1,649 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-11-006819 · doc4.xml · nonDerivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,174 F2 · shares: Reflects forfeiture due to non-achievement of performance goal. Read SEC document |
| February 22, 2011 Filed Feb 23, 2011 20:19 UTC | S&P Global Inc. MHP · Entity 2879 | GrantCommon Stock | 5,976 | $38.04 | $227,327.04 |
DisclosureSEC source: 0001225208-11-006819 · doc4.xml · nonDerivative · entry 1 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,823 F1 · shares: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award. Read SEC document |
| April 01, 2010 Filed Apr 5, 2010 13:48 UTC | S&P Global Inc. MHP · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 4,615 | $0.00 Strike: $35.60 | $0.00 |
DisclosureSEC source: 0001225208-10-009723 · doc4.xml · derivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,615 Underlying: Common Stock · 4,615 shares Expires 2020-03-31 F1 · derivative.exercise_date: The option becomes exercisable 50% on the first anniversary of the grant and 50% on the second anniversary of the grant. Read SEC document |
| February 23, 2010 Filed Feb 24, 2010 19:41 UTC | S&P Global Inc. MHP · Entity 2879 | Disposition to issuerCommon Stock | 662 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-10-005481 · doc4.xml · nonDerivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,847 F2 · shares: Reflects forfeiture due to non-achievement of performance goal. Read SEC document |
| February 23, 2010 Filed Feb 24, 2010 19:41 UTC | S&P Global Inc. MHP · Entity 2879 | GrantCommon Stock | 3,621 | $34.30 | $124,200.30 |
DisclosureSEC source: 0001225208-10-005481 · doc4.xml · nonDerivative · entry 1 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,509 F1 · shares: Represents acquisition of beneficial ownership due to the achievement of performance goal under performance share unit award. Read SEC document |
| October 01, 2009 Filed Oct 2, 2009 16:51 UTC | S&P Global Inc. MHP · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 513 | $0.00 Strike: $25.38 | $0.00 |
DisclosureSEC source: 0001225208-09-019885 · doc4.xml · derivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513 Underlying: Common Stock · 513 shares Expires 2019-09-30 F1 · derivative.exercise_date: The option becomes exercisable 50% on the first anniversary of the grant and 50% on the second anniversary of the grant. Read SEC document |
| April 01, 2009 Filed Apr 3, 2009 15:35 UTC | S&P Global Inc. MHP · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 3,590 | $0.00 Strike: $22.99 | $0.00 |
DisclosureSEC source: 0001225208-09-009801 · doc4.xml · derivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,590 Underlying: Common Stock · 3,590 shares Expires 2019-03-31 F1 · derivative.exercise_date: The option becomes exercisable 50% on the first anniversary of the grant and 50% on the second anniversary of the grant. Read SEC document |
| November 03, 2008 Filed Nov 4, 2008 19:41 UTC | S&P Global Inc. MHP · Entity 2879 | GrantOptions (Right to Buy) · Derivative | 2,013 | $0.00 Strike: $26.16 | $0.00 |
DisclosureSEC source: 0001196168-08-000054 · kor395.xml · derivative · entry 2 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,013 Underlying: Common Stock · 2,013 shares Expires 2018-11-02 F2 · derivative.exercise_date: The option becomes exercisable 50% on the first anniversary of the grant and 50% on the second anniversary of the grant. Read SEC document |
| November 03, 2008 Filed Nov 4, 2008 19:41 UTC | S&P Global Inc. MHP · Entity 2879 | GrantCommon Stock | 1,577 | $26.16 | $41,254.32 |
DisclosureSEC source: 0001196168-08-000054 · kor395.xml · nonDerivative · entry 1 Korakis Emmanuel N · CIK 0001449366 · SVP, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,888 F1 · kind: Award of stock pursuant to The McGraw-Hill Companies' 2002 Stock Incentive Plan in transaction exempt under and complying with Rule 16b-3. 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.