Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | August 03, 2026 | August 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 August 03, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,312 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Sale · Disposed 5,500 · Balance 13,312 |
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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 9,692 | $0.00 Strike: $53.26 | $0.00 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · derivative · entry 8 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,508 Underlying: Common Stock · 9,692 shares Expires 2024-02-25 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $44.45 | $0.00 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · derivative · entry 7 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2023-09-16 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 16,100 | $140.60 | $2,263,660.00 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 6 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,652 F2 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $140.56 to $140.83 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 10,925 | $140.46 | $1,534,525.50 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 5 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,752 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $140.42 to $140.60 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 7,425 | $64.93 | $482,105.25 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 4 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,677 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 3,500 | $64.67 | $226,345.00 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 3 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,252 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 9,692 | $53.26 | $516,195.92 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 2 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,752 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 20, 2019 Filed Feb 22, 2019 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 10,000 | $44.45 | $444,500.00 |
DisclosureSEC source: 0001478242-19-000017 · edgar.xml · nonDerivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,060 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 13, 2019 Filed Feb 15, 2019 22:05 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 18,436 | $0.00 Strike: $131.82 | $0.00 |
DisclosureSEC source: 0001478242-19-000007 · edgar.xml · derivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,436 Underlying: Common Stock · 18,436 shares Expires 2029-02-13 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on 02/13/2020. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 21:30 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 952 | $129.74 | $123,512.48 |
DisclosureSEC source: 0001478242-18-000057 · edgar.xml · nonDerivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,060 Read SEC document |
| March 04, 2018 Filed Mar 6, 2018 21:15 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 83 | $98.17 | $8,148.11 |
DisclosureSEC source: 0001478242-18-000020 · edgar.xml · nonDerivative · entry 2 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,012 Read SEC document |
| March 03, 2018 Filed Mar 6, 2018 21:15 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 190 | $98.17 | $18,652.30 |
DisclosureSEC source: 0001478242-18-000020 · edgar.xml · nonDerivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,095 Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 02:34 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 21,394 | $0.00 Strike: $95.23 | $0.00 |
DisclosureSEC source: 0001478242-18-000005 · edgar.xml · derivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,394 Underlying: Common Stock · 21,394 shares Expires 2028-02-08 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on 02/08/2019. Read SEC document |
| September 30, 2017 Filed Oct 3, 2017 20:17 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | Tax withholdingCommon Stock | 1,036 | $95.07 | $98,492.52 |
DisclosureSEC source: 0001478242-17-000061 · edgar.xml · nonDerivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,285 Read SEC document |
| March 04, 2017 Filed Mar 7, 2017 21:25 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | Tax withholdingCommon Stock | 92 | $77.85 | $7,162.20 |
DisclosureSEC source: 0001478242-17-000012 · edgar.xml · nonDerivative · entry 2 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,321 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:25 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | Tax withholdingCommon Stock | 201 | $77.85 | $15,647.85 |
DisclosureSEC source: 0001478242-17-000012 · edgar.xml · nonDerivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,413 Read SEC document |
| February 02, 2017 Filed Feb 6, 2017 22:04 UTC | IQVIA HOLDINGS INC. Q · Entity 3058 | GrantStock Appreciation Right · Derivative | 18,224 | $0.00 Strike: $78.21 | $0.00 |
DisclosureSEC source: 0001478242-17-000002 · edgar.xml · derivative · entry 1 STAUB W RICHARD · CIK 0001181162 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,224 Underlying: Common Stock · 18,224 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.