Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | July 31, 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 July 31, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,348 |
Reported balance
After 2026-07-31 transaction · row 1
1 source rowRow 1 · 2026-07-31 · Sale · Disposed 1,855 · Balance 1,348 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.22 to $235.29, inclusive. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.22 to $235.29, inclusive.
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 |
|---|---|---|---|---|---|---|
| July 31, 2026 Filed Aug 4, 2026 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 1,855 | $235.27 | $436,425.85 |
DisclosureSEC source: 0001628280-26-052701 · wk-form4_1785877210.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,348 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.22 to $235.29, inclusive. Read SEC document |
| February 09, 2026 Filed Feb 11, 2026 22:10 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 11,180 | $0.00 Strike: $192.67 | $0.00 |
DisclosureSEC source: 0001628280-26-007356 · wk-form4_1770847849.xml · derivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,180 Underlying: Common Stock · 11,180 shares Expires 2036-02-09 F1 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on February 9, 2027. Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 22:50 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 1,920 | $187.49 | $359,980.80 |
DisclosureSEC source: 0001628280-26-006964 · wk-form4_1770763843.xml · nonDerivative · entry 2 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,203 Read SEC document |
| February 08, 2026 Filed Feb 10, 2026 22:50 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 4,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-006964 · wk-form4_1770763843.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,123 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 13, 2023. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 8, 2026. Read SEC document |
| July 28, 2025 Filed Jul 30, 2025 21:04 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 84 | $197.76 | $16,611.84 |
DisclosureSEC source: 0001478242-25-000122 · wk-form4_1753909469.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,040 Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 22:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 108 | $206.97 | $22,352.76 |
DisclosureSEC source: 0001478242-25-000039 · wk-form4_1739398407.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,124 Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:56 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 10,534 | $0.00 Strike: $203.43 | $0.00 |
DisclosureSEC source: 0001478242-25-000010 · wk-form4_1738277790.xml · derivative · entry 3 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,534 Underlying: Common Stock · 10,534 shares Expires 2035-01-28 F2 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on January 28, 2026. Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:56 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 612 | $203.43 | $124,499.16 |
DisclosureSEC source: 0001478242-25-000010 · wk-form4_1738277790.xml · nonDerivative · entry 2 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232 Read SEC document |
| January 28, 2025 Filed Jan 30, 2025 22:56 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 1,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-25-000010 · wk-form4_1738277790.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,844 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 10 and July 28, 2022. The performance conditions applicable to the awards were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on January 28, 2025. Read SEC document |
| July 28, 2024 Filed Jul 30, 2024 21:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 83 | $239.67 | $19,892.61 |
DisclosureSEC source: 0001478242-24-000105 · wk-form4_1722373283.xml · nonDerivative · entry 1 Patel Bhavik · CIK 0002023629 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 545 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.