Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IQVIA HOLDINGS INC.IQV · Entity 3058 | See Remarks | February 28, 2024 | March 01, 2024 |
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 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 652 |
Ending reported balance
After 2024-02-28 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-02-28 · Exercise / conversion · Acquired 6,075 · Balance 6,727 Row 2 · 2024-02-28 · Exercise / conversion · Acquired 7,131 · Balance 13,858 Row 3 · 2024-02-28 · Sale · Disposed 6,425 · Balance 7,433 F1: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $249.48 to $250.47 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 ranges set forth in footnotes (1) and (2) to this Form 4. Row 4 · 2024-02-28 · Sale · Disposed 2,182 · Balance 5,251 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.59 to $251.07, inclusive. Row 5 · 2024-02-28 · Disposition to issuer · Disposed 4,599 · Balance 652 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $78.21 · Expires 2027-02-02 | Direct | 0 |
Reported balance
After 2024-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-02-28 · Exercise / conversion · Disposed 6,075 · Balance 0 |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $95.23 · Expires 2028-02-08 | Direct | 14,263 |
Reported balance
After 2024-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-02-28 · Exercise / conversion · Disposed 7,131 · Balance 14,263 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $249.48 to $250.47 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 ranges set forth in footnotes (1) and (2) to this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.59 to $251.07, inclusive.
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 03, 2016
Section 16 reporting ended · disclosed 2016-10-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-10-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2016-09-30 · Grant · Acquired 31,908 · Balance 48,355 F1: Represents a grant of restricted stock received as an award under the Company's 2014 Incentive and Stock Award Plan, for no consideration, and exempt pursuant to Rule 16b-3 of the Securities Exchange Act of 1934, as amended. This grant will become vested as to one-third of the underlying shares on each of the first three anniversaries of the grant date. F2: On May 3, 2016, the issuer and Quintiles Transnational Holdings, Inc. ("Quintiles") entered into an Agreement and Plan of Merger pursuant to which on October 3, 2016 the issuer merged with and into Quintiles (the "merger"), the separate existence of the issuer ceased and Quintiles will continue as the surviving corporation, operating under the name Quintiles IMS Holdings, Inc. The restricted stock was assumed by Quintiles in the merger and replaced with restricted stock of 12,252 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. Row 2 · 2016-10-03 · Grant · Acquired 9,569 · Balance 57,924 F3: On February 10, 2015, the reporting person was granted 8,028 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2015 - December 31, 2017). In connection with the merger and based on the performance criteria achieved, 9,569 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 3,674 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2017. Row 3 · 2016-10-03 · Grant · Acquired 11,942 · Balance 69,866 F4: On February 2, 2016, the reporting person was granted 8,673 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2016 - December 31, 2018). In connection with the merger and based on the performance criteria achieved, 11,942 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 4,585 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2018. Row 4 · 2016-10-03 · Disposition to issuer · Disposed 69,866 · Balance 0 F5: Disposed of pursuant to merger agreement in exchange for 26,826 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2020-03-15 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2016-10-03 · Disposition to issuer · Disposed 120,000 · Balance 0 F6: This option was assumed by Quintiles in the merger and replaced with an option to purchase 46,080 shares of Quintiles IMS Holdings, Inc. common stock at a price of $26.05 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.80 · Expires 2020-03-15 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2016-10-03 · Disposition to issuer · Disposed 60,000 · Balance 0 F7: This option was assumed by Quintiles in the merger and replaced with an option to purchase 23,040 shares of Quintiles IMS Holdings, Inc. common stock at a price of $15.11 per share. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $3.20 · Expires 2020-03-15 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2016-10-03 · Disposition to issuer · Disposed 60,000 · Balance 0 F8: This option was assumed by Quintiles in the merger and replaced with an option to purchase 23,040 shares of Quintiles IMS Holdings, Inc. common stock at a price of $8.34 per share. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $25.02 · Expires 2025-02-10 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2016-10-03 · Disposition to issuer · Disposed 5,393 · Balance 0 F9: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 2,071 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $25.02 · Expires 2025-02-10 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-10-03 · Disposition to issuer · Disposed 16,181 · Balance 0 F11: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 6,213 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share. F10: This stock appreciation right vests in three annual installments beginning on February 10, 2017. |
| Stock Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $23.00 · Expires 2026-02-02 | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-10-03 · Disposition to issuer · Disposed 26,581 · Balance 0 F13: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 10,207 shares of Quintiles IMS Holdings, Inc. common stock at a price of $59.90 per share. F12: This stock appreciation right vests in four annual installments beginning on February 2, 2017. |
| Phantom StockSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2016-10-03 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2016-10-03 · Disposition to issuer · Disposed 48,349 · Balance 0 F14: Represents notional shares held under the Defined Contribution Executive Retirement Plan payable upon the Reporting Person's termination of employement. F15: All notional shares held under the Defined Contribution Executive Retirement Plan were assumed by Quintiles in the merger and replaced with a notional share to purchase 18,566 shares of Quintiles IMS Holdings, Inc. common stock having a market value of $81.06 per share at the effective time of the merger. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a grant of restricted stock received as an award under the Company's 2014 Incentive and Stock Award Plan, for no consideration, and exempt pursuant to Rule 16b-3 of the Securities Exchange Act of 1934, as amended. This grant will become vested as to one-third of the underlying shares on each of the first three anniversaries of the grant date.
F2: On May 3, 2016, the issuer and Quintiles Transnational Holdings, Inc. ("Quintiles") entered into an Agreement and Plan of Merger pursuant to which on October 3, 2016 the issuer merged with and into Quintiles (the "merger"), the separate existence of the issuer ceased and Quintiles will continue as the surviving corporation, operating under the name Quintiles IMS Holdings, Inc. The restricted stock was assumed by Quintiles in the merger and replaced with restricted stock of 12,252 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger.
F3: On February 10, 2015, the reporting person was granted 8,028 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2015 - December 31, 2017). In connection with the merger and based on the performance criteria achieved, 9,569 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 3,674 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2017.
F4: On February 2, 2016, the reporting person was granted 8,673 performance-based restricted stock units. The shares are earned based on the company's financial results over a three-year period (January 1, 2016 - December 31, 2018). In connection with the merger and based on the performance criteria achieved, 11,942 shares of issuer common stock were issued to the recipient. The performance-based restricted stock unit was assumed by Quintiles in the merger and replaced with a time-based restricted stock unit of 4,585 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger. The shares will vest on December 31, 2018.
F5: Disposed of pursuant to merger agreement in exchange for 26,826 shares of Quintiles IMS Holdings, Inc. stock having a market value of $81.06 per share at the effective time of the merger.
F6: This option was assumed by Quintiles in the merger and replaced with an option to purchase 46,080 shares of Quintiles IMS Holdings, Inc. common stock at a price of $26.05 per share.
F7: This option was assumed by Quintiles in the merger and replaced with an option to purchase 23,040 shares of Quintiles IMS Holdings, Inc. common stock at a price of $15.11 per share.
F8: This option was assumed by Quintiles in the merger and replaced with an option to purchase 23,040 shares of Quintiles IMS Holdings, Inc. common stock at a price of $8.34 per share.
F9: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 2,071 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share.
F10: This stock appreciation right vests in three annual installments beginning on February 10, 2017.
F11: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 6,213 shares of Quintiles IMS Holdings, Inc. common stock at a price of $65.16 per share.
F12: This stock appreciation right vests in four annual installments beginning on February 2, 2017.
F13: This stock appreciation right was assumed by Quintiles in the merger and replaced with a stock appreciation right to purchase 10,207 shares of Quintiles IMS Holdings, Inc. common stock at a price of $59.90 per share.
F14: Represents notional shares held under the Defined Contribution Executive Retirement Plan payable upon the Reporting Person's termination of employement.
F15: All notional shares held under the Defined Contribution Executive Retirement Plan were assumed by Quintiles in the merger and replaced with a notional share to purchase 18,566 shares of Quintiles IMS Holdings, Inc. common stock having a market value of $81.06 per share at the effective time of the merger.
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 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 7,131 | $95.23 Strike: $95.23 | $679,085.13 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · derivative · entry 7 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,263 Underlying: Common Stock · 7,131 shares Expires 2028-02-08 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 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 6,075 | $78.21 Strike: $78.21 | $475,125.75 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · derivative · entry 6 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,075 shares Expires 2027-02-02 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 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 4,599 | $251.02 | $1,154,440.98 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · nonDerivative · entry 5 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652 Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 2,182 | $250.83 | $547,311.06 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · nonDerivative · entry 4 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,251 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.59 to $251.07, inclusive. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 6,425 | $249.94 | $1,605,864.50 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · nonDerivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,433 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $249.48 to $250.47 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 ranges set forth in footnotes (1) and (2) to this Form 4. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 7,131 | $95.23 | $679,085.13 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,858 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 28, 2024 Filed Mar 1, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 6,075 | $78.21 | $475,125.75 |
DisclosureSEC source: 0001478242-24-000054 · wk-form4_1709330833.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,727 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 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 12,149 | $78.21 Strike: $78.21 | $950,173.29 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · derivative · entry 7 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,075 Underlying: Common Stock · 12,149 shares Expires 2027-02-02 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 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 4,021 | $241.38 | $970,588.98 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 6 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 652 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.01 to $241.61, inclusive. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 1,239 | $240.73 | $298,264.47 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 5 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,673 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.99 to $240.95, inclusive. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 3,941 | $241.14 | $950,332.74 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 4 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,912 Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 4,867 | $241.23 | $1,174,066.41 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,853 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.01 to $241.54, inclusive. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 3,341 | $240.72 | $804,245.52 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,720 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $240.00 to $240.95 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 ranges set forth in footnotes (1), (2),(3) and (4) to this Form 4. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 12,149 | $78.21 | $950,173.29 |
DisclosureSEC source: 0001478242-24-000047 · wk-form4_1708553237.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,061 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 10, 2024 Filed Feb 13, 2024 22:10 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 303 | $218.20 | $66,114.60 |
DisclosureSEC source: 0001478242-24-000029 · wk-form4_1707862190.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,912 Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 22:10 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 311 | $218.20 | $67,860.20 |
DisclosureSEC source: 0001478242-24-000029 · wk-form4_1707862190.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,215 Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 6,906 | $0.00 Strike: $214.34 | $0.00 |
DisclosureSEC source: 0001478242-24-000015 · wk-form4_1707430689.xml · derivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,906 Underlying: Common Stock · 6,906 shares Expires 2034-02-07 F2 · derivative.exercise_date: The stock appreciation right vests in three annual installments beginning on February 7, 2025. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 2,688 | $215.41 | $579,022.08 |
DisclosureSEC source: 0001478242-24-000015 · wk-form4_1707430689.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,526 Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 7,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-24-000015 · wk-form4_1707430689.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,214 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 9, 2021. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 6, 2024. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 10,207 | $59.90 Strike: $59.90 | $611,399.30 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · derivative · entry 8 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,207 shares Expires 2026-02-02 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 |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionStock Appreciation Right · Derivative | 8,284 | $65.16 Strike: $65.16 | $539,785.44 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · derivative · entry 7 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,284 shares Expires 2025-02-10 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 |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Disposition to issuerCommon Stock | 5,374 | $214.23 | $1,151,272.02 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 6 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,973 Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 378 | $215.29 | $81,379.62 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 5 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,347 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $215.14 to $215.53, inclusive. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 5,855 | $214.32 | $1,254,843.60 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 4 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,725 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $214.08 to $215.06, inclusive. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 6,884 | $213.72 | $1,471,248.48 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,580 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $213.08 to $214.07 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 ranges set forth in footnotes (1), (2) and (3) to this Form 4. Read SEC document |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 10,207 | $59.90 | $611,399.30 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,464 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 |
| December 01, 2023 Filed Dec 5, 2023 22:01 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Exercise / conversionCommon Stock | 8,284 | $65.16 | $539,785.44 |
DisclosureSEC source: 0001478242-23-000103 · wk-form4_1701813671.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,257 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 |
| June 05, 2023 Filed Jun 7, 2023 21:31 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 5,820 | $201.89 | $1,174,999.80 |
DisclosureSEC source: 0001478242-23-000079 · wk-form4_1686173474.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 0 F1 · ownership.nature: Held by Kevin Knightly Revocable Trust Read SEC document |
| May 26, 2023 Filed Jun 1, 2023 01:29 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 1 | $198.66 | $198.66 |
DisclosureSEC source: 0001478242-23-000077 · wk-form4_1685582982.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: No plan indicated Ownership: Indirect · By GRAT Disclosed balance after: 0 F1 · ownership.nature: Held by the Knightly March 2022 Grantor Retained Annuity Trust, dated March 30, 2022 ("GRAT") Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 22:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 2,772 | $225.57 | $625,280.04 |
DisclosureSEC source: 0001478242-23-000052 · wf-form4_167667198104509.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,973 Read SEC document |
| February 16, 2023 Filed Feb 17, 2023 22:13 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 1,674 | $225.68 | $377,788.32 |
DisclosureSEC source: 0001478242-23-000052 · wf-form4_167667198104509.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,745 Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 23:02 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 6,866 | $0.00 Strike: $232.11 | $0.00 |
DisclosureSEC source: 0001478242-23-000049 · wf-form4_167650211382790.xml · derivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,866 Underlying: Common Stock · 6,866 shares Expires 2033-02-13 F1 · derivative.exercise_date: The stock appreciation right vests in three annual installments beginning on February 13, 2024. Read SEC document |
| February 10, 2023 Filed Feb 13, 2023 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 303 | $222.84 | $67,520.52 |
DisclosureSEC source: 0001478242-23-000031 · wf-form4_167632601350712.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,419 Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 22:07 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 311 | $230.31 | $71,626.41 |
DisclosureSEC source: 0001478242-23-000031 · wf-form4_167632601350712.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,722 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:24 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 2,090 | $235.84 | $492,905.60 |
DisclosureSEC source: 0001478242-23-000014 · wf-form4_167598143817683.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,033 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 22:24 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 5,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-23-000014 · wf-form4_167598143817683.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,123 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 11, 2020. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 7, 2023. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 7,283 | $0.00 Strike: $250.43 | $0.00 |
DisclosureSEC source: 0001478242-22-000025 · wf-form4_164487646970481.xml · derivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,283 Underlying: Common Stock · 7,283 shares Expires 2032-02-10 F2 · derivative.exercise_date: The stock appreciation right vests in three annual installments beginning on February 10, 2023. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:08 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 1,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-22-000025 · wf-form4_164487646970481.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,115 F1 · shares: Represents a grant of restricted stock units that will vest in three annual installments beginning on February 10, 2023. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:04 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 3,961 | $255.57 | $1,012,312.77 |
DisclosureSEC source: 0001478242-22-000016 · wf-form4_164461707663923.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,159 Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:04 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 9,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-22-000016 · wf-form4_164461707663923.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,120 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 13, 2019. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 9, 2022. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 21:00 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 6,055 | $250.00 | $1,513,750.00 |
DisclosureSEC source: 0001478242-21-000055 · wf-form4_162932042335219.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,006 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 8,010 | $0.00 Strike: $183.82 | $0.00 |
DisclosureSEC source: 0001478242-21-000008 · wf-form4_161308189860018.xml · derivative · entry 4 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,010 Underlying: Common Stock · 8,010 shares Expires 2031-02-09 F3 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on February 9, 2022. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 3,745 | $183.82 | $688,405.90 |
DisclosureSEC source: 0001478242-21-000008 · wf-form4_161308189860018.xml · nonDerivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,061 Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 2,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-21-000008 · wf-form4_161308189860018.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,806 F2 · shares: Represents a grant of restricted stock units that will vest in three annual installments beginning on February 9, 2022. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 22:18 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 9,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-21-000008 · wf-form4_161308189860018.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,800 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 8, 2018. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 9, 2021. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 22:02 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 2,191 | $163.43 | $358,075.13 |
DisclosureSEC source: 0001478242-20-000017 · edgar.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 19, 2020 Filed Feb 20, 2020 22:03 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | SaleCommon Stock | 5,688 | $165.09 | $939,031.92 |
DisclosureSEC source: 0001478242-20-000015 · edgar.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,191 F1 · price: The price reported in Column 4 is a weighted average price for shares sold in multiple transactions. The sale prices range from $165.00 to $165.54 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 11, 2020 Filed Feb 13, 2020 22:15 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantStock Appreciation Right · Derivative | 14,936 | $0.00 Strike: $161.70 | $0.00 |
DisclosureSEC source: 0001478242-20-000013 · edgar.xml · derivative · entry 3 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,936 Underlying: Common Stock · 14,936 shares Expires 2030-02-11 F2 · derivative.exercise_date: This stock appreciation right vests in three annual installments beginning on February 11, 2021. Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:15 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | Tax withholdingCommon Stock | 3,222 | $161.70 | $520,997.40 |
DisclosureSEC source: 0001478242-20-000013 · edgar.xml · nonDerivative · entry 2 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,879 Read SEC document |
| February 11, 2020 Filed Feb 13, 2020 22:15 UTC | IQVIA HOLDINGS INC. IQV · Entity 3058 | GrantCommon Stock | 8,910 | $0.00 | $0.00 |
DisclosureSEC source: 0001478242-20-000013 · edgar.xml · nonDerivative · entry 1 Knightly Kevin C · CIK 0001350000 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,101 F1 · shares: Acquired upon achievement of certain performance criteria pursuant to the performance-based restricted stock units granted on February 2, 2017. The performance conditions applicable to the award were determined to have been satisfied by the Company's Leadership Development and Compensation Committee on February 11, 2020. 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.