Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | Director | July 14, 2026 | July 16, 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 14, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred SharesSEC Table II · derivative / convertible security | Direct | 6,268 |
Reported balance
After 2026-07-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-14 · Grant · Acquired 195 · Balance 6,268 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
IMS Health Holdings, Inc.
Report date October 03, 2016 · Filed October 04, 2016
Section 16 reporting ended · disclosed 2016-10-04. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 14, 2026 Filed Jul 16, 2026 21:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 195 | $207.83 | $40,526.85 |
DisclosureSEC source: 0001628280-26-048502 · wk-form4_1784235796.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,268 Underlying: Common Stock · 195 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 |
| May 07, 2026 Filed May 11, 2026 21:06 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 228 | $178.64 | $40,729.92 |
DisclosureSEC source: 0001628280-26-033653 · wk-form4_1778533610.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,073 Underlying: Common Stock · 228 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 |
| April 23, 2026 Filed Apr 27, 2026 21:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 1,571 | $160.68 | $252,428.28 |
DisclosureSEC source: 0001628280-26-027605 · wk-form4_1777323714.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,845 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 |
| February 09, 2026 Filed Feb 11, 2026 22:06 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 211 | $192.67 | $40,653.37 |
DisclosureSEC source: 0001628280-26-007346 · wk-form4_1770847585.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,274 Underlying: Common Stock · 211 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 05, 2025 Filed Nov 7, 2025 22:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 193 | $210.12 | $40,553.16 |
DisclosureSEC source: 0001628280-25-050700 · wk-form4_1762552842.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,063 Underlying: Common Stock · 193 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 |
| July 24, 2025 Filed Jul 28, 2025 21:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 187 | $200.82 | $37,553.34 |
DisclosureSEC source: 0001478242-25-000116 · wk-form4_1753736580.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,870 Underlying: Common Stock · 187 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 |
| May 07, 2025 Filed May 9, 2025 20:50 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 244 | $153.30 | $37,405.20 |
DisclosureSEC source: 0001478242-25-000093 · wk-form4_1746823842.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,683 Underlying: Common Stock · 244 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 |
| April 24, 2025 Filed Apr 25, 2025 22:19 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 1,592 | $150.68 | $239,882.56 |
DisclosureSEC source: 0001478242-25-000074 · wk-form4_1745619534.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,439 Underlying: Common Stock · 1,592 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 |
| February 05, 2025 Filed Feb 8, 2025 00:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 171 | $205.44 | $35,130.24 |
DisclosureSEC source: 0001478242-25-000024 · wk-form4_1738972909.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,847 Underlying: Common Stock · 171 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 06, 2024 Filed Nov 8, 2024 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 158 | $221.25 | $34,957.50 |
DisclosureSEC source: 0001478242-24-000123 · wk-form4_1731103281.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,676 Underlying: Common Stock · 158 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 |
| July 18, 2024 Filed Jul 22, 2024 21:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 155 | $224.85 | $34,851.75 |
DisclosureSEC source: 0001478242-24-000099 · wk-form4_1721682066.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,518 Underlying: Common Stock · 155 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 |
| May 07, 2024 Filed May 9, 2024 21:09 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 1,200 | $229.14 | $274,968.00 |
DisclosureSEC source: 0001478242-24-000083 · wk-form4_1715288930.xml · derivative · entry 2 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,363 Underlying: Common Stock · 1,200 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 |
| February 07, 2024 Filed May 9, 2024 21:09 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantDeferred Shares · Derivative | 163 | $214.34 | $34,937.42 |
DisclosureSEC source: 0001478242-24-000083 · wk-form4_1715288930.xml · derivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 163 Underlying: Common Stock · 163 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 |
| May 10, 2023 Filed May 12, 2023 21:20 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 1,063 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-23-000074 · wf-form4_168392639622721.xml · nonDerivative · entry 1 Fasano Jim · CIK 0001633043 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,063 F1 · shares: Shares acquired from award of IQVIA Holdings Inc. common stock for Non-Employee Directors that are fully vested upon grant. 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.