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 covering IQVIA common stock, with exercise prices ranging from $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.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Stock Appreciation Right | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (3)
- F1. 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.
- F2. 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.
- F3. This stock appreciation right vests in three annual installments beginning on January 28, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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.
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.