IQVIA (IQV) EVP James G. Berkshire reports stock and SAR holdings

Rhea-AI Filing Summary

IQVIA Holdings Inc. executive James G. Berkshire, EVP, Global Infrastructure and Operations, has filed an initial ownership report. He reports beneficial ownership of 6,735 shares of IQVIA common stock, held directly.

He also holds multiple stock appreciation rights$131.82 to $250.43 per share and expiration dates extending through 2035. Footnotes state that portions of certain grants are already vested and that additional portions are scheduled to vest on February 13, 2026, in two annual installments beginning on February 7, 2026, and in three annual installments beginning on January 28, 2026.

01/09/2026 - 05:59 PM

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Berkshire James G.

(Last) (First) (Middle)

C/O IQVIA HOLDINGS INC.

2400 ELLIS ROAD

(Street)

DURHAM NC 27703

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
12/31/2025

3. Issuer Name and Ticker or Trading Symbol
IQVIA HOLDINGS INC. [ IQV ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	See Remarks

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
Common Stock	6,735	D

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Appreciation Right	02/13/2022	02/13/2029	Common Stock	5,381	$131.82	D
Stock Appreciation Right	02/11/2023	02/11/2030	Common Stock	7,468	$161.7	D
Stock Appreciation Right	02/09/2024	02/09/2031	Common Stock	2,670	$183.82	D
Stock Appreciation Right	04/15/2024	04/15/2031	Common Stock	1,131	$214.13	D
Stock Appreciation Right	02/10/2025	02/10/2032	Common Stock	3,641	$250.43	D
Stock Appreciation Right	(1)	02/13/2033	Common Stock	3,433	$232.11	D
Stock Appreciation Right	(2)	02/07/2034	Common Stock	5,179	$214.34	D
Stock Appreciation Right	(3)	01/28/2035	Common Stock	8,778	$203.43	D

Explanation of Responses:

1. This stock appreciation right remains outstanding under the grant; 2,288 of which are currently vested; and 1,145 of which will vest on February 13, 2026.

2. This stock appreciation right remains outstanding under the grant; 1,726 of which are currently vested; and 3,453 of which will vest in two annual installments beginning on February 7, 2026.

3. This stock appreciation right vests in three annual installments beginning on January 28, 2026.

Remarks:

EVP, Global Infrastructure and Operations. Power of Attorney

	/s/ Matthew Gilmartin, Attorney-in Fact for James G. Berkshire	01/09/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the IQV (IQVIA Holdings Inc.) Form 3 filing show for James G. Berkshire?

The Form 3 shows that James G. Berkshire, an officer of IQVIA Holdings Inc., has reported his initial beneficial ownership. He directly holds 6,735 shares of common stock and several grants of stock appreciation rights on IQVIA common stock.

How many IQVIA common shares does James G. Berkshire beneficially own?

According to the filing, James G. Berkshire beneficially owns 6,735 shares of IQVIA common stock, held in direct form.

What derivative securities does James G. Berkshire hold in IQVIA (IQV)?

He holds multiple stock appreciation rights over IQVIA common stock. These grants have exercise prices such as $131.82, $161.7, $183.82, $214.13, $250.43, $232.11, $214.34, and $203.43, with expiration dates running from 2029 through 2035.

What are the key vesting dates for James G. Berkshire’s stock appreciation rights at IQVIA?

Footnotes state that one grant has 2,288 rights currently vested and 1,145 more vesting on February 13, 2026. Another has 1,726 currently vested and 3,453 vesting in two annual installments beginning on February 7, 2026. A separate grant vests in three annual installments beginning on January 28, 2026.

What is James G. Berkshire’s role at IQVIA Holdings Inc. as shown in this filing?

The filing identifies James G. Berkshire as an officer of IQVIA with the title EVP, Global Infrastructure and Operations, as reflected in the remarks section.

Does the Form 3 for IQV (IQVIA) indicate whether James G. Berkshire is a 10% owner or director?

No. The Form 3 designates him as an officer, while the checkboxes for director and 10% owner are not marked.