IQVIA holder plans $697K Rule 144 stock sale

A holder associated with IQVIA HOLDINGS INC. has filed a Rule 144 notice to sell 2,668 shares of common stock tied to stock appreciation rights.

Rhea-AI Filing Summary

IQVIA HOLDINGS INC. (IQV) is the issuer for a proposed sale of common stock by James G. Berkshire under Rule 144. The notice lists 2,668 shares of common stock to be sold through Morgan Stanley Smith Barney LLC, associated with stock appreciation rights, with a proposed sale date of September 2, 2026 on the NYSE.

Key Figures

Shares to be sold: 2,668 shares Associated value: $697,215.10 Proposed sale date: September 2, 2026

3 metrics

Shares to be sold 2,668 shares Common stock of IQVIA HOLDINGS INC. covered by this Rule 144 notice

Associated value $697,215.10 Value figure listed alongside the 2,668 IQVIA common shares in the securities information section

Proposed sale date September 2, 2026 Date shown for the IQVIA common stock sale and the related stock appreciation rights

Key Terms

Rule 144, Stock Appreciation Rights, common stock

3 terms

Rule 144 regulatory

"See the definition of "person" in paragraph (a) of Rule 144."

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

Stock Appreciation Rights financial

"Common | 09/02/2026 | Stock Appreciation Rights | Issuer"

Stock appreciation rights (SARs) are a form of employee compensation that give the holder the right to receive the increase in a company's stock price over a set baseline, paid in cash or shares, without having to buy the stock. For investors, SARs matter because they can create future cash outflows or share dilution and signal how a company rewards and motivates executives — similar to giving a bonus tied directly to how well the company’s stock performs.

common stock financial

"144: Securities Information Common | Morgan Stanley Smith Barney LLC"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

What does the Form 144 filing mean for IQV (IQVIA HOLDINGS INC.)?

The filing reports that James G. Berkshire intends to sell 2,668 shares of IQVIA HOLDINGS INC. common stock under Rule 144, using Morgan Stanley Smith Barney LLC as broker, with a proposed sale date of September 2, 2026 on the NYSE.

How many IQV shares are planned to be sold under this Rule 144 notice?

The notice covers a proposed sale of 2,668 shares of IQVIA HOLDINGS INC. common stock. These shares are associated with stock appreciation rights and are to be sold under Rule 144, subject to its conditions.

Who is the selling security holder in this IQV Form 144?

The Form 144 lists James G. Berkshire as the person for whose account the IQVIA HOLDINGS INC. common stock is to be sold. The filing notes that Rule 144’s definition of “person” may include additional related persons whose sales must be aggregated.

When is the proposed sale date for the IQV shares in this filing?

The proposed sale date for the IQVIA HOLDINGS INC. common shares is September 2, 2026. This date appears both in the securities information and in the section describing the stock appreciation rights transaction.

What type of security is being sold in this IQV Form 144 filing?

The filing covers common stock of IQVIA HOLDINGS INC. The securities are linked to stock appreciation rights, with the planned disposition in cash after the transaction, according to the securities-to-be-sold section.

Which broker is involved in the planned sale of IQV shares?

The proposed sale of IQVIA HOLDINGS INC. common stock will be handled through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, New York, as listed in the securities information section.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 09/02/2026 - 04:12 PM Accepted by SEC EDGAR 09/02/2026 - 04:11 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0002103773
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	IQVIA HOLDINGS INC.
SEC File Number	001-35907
Address of Issuer	2400 Ellis Rd. Durham, NORTH CAROLINA 27703
Phone	(919) 998-2000
Name of Person for Whose Account the Securities are To Be Sold	JAMES G BERKSHIRE
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	2668	697215.10	164600000	09/02/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	09/02/2026	Stock Appreciation Rights	Issuer			2668	09/02/2026	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	09/02/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ James Berkshire
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)