IQVIA exec exercises 5,381 rights, sells stock

IQVIA EVP James G. Berkshire exercised stock appreciation rights into shares and then disposed of all resulting stock through a market sale and a transfer back to the issuer.

Rhea-AI Filing Summary

IQVIA HOLDINGS INC. (IQV) executive James G. Berkshire, EVP Global Infrastructure and Operations, reported multiple transactions on September 2, 2026 involving company equity. He exercised stock appreciation rights for 5,381 shares of common stock at an exercise price of $131.82 per share, eliminating this derivative position. On the same date he sold 2,668 shares of common stock at $261.33 per share and disposed of 2,713 shares back to the issuer at $261.54 per share. No transactions are reported as made under a Rule 10b5-1 trading plan.

Insider Trade Summary

Exercise and sale activity reported; no spread calculated

Exercise and Sale 4 txns

Insider Berkshire James G.

Role See Remarks

Sold 2,668 shs ($697K)

Approx. gross sale proceeds $697K

Approx. exercise cost $709K

Type	Security	Shares	Price	Value
Exercise	Stock Appreciation Right	5,381	$131.82	$709K
Exercise	Common Stock	5,381	$131.82	$709K
Sale	Common Stock	2,668	$261.33	$697K
Disposition	Common Stock	2,713	$261.54	$710K

Holdings After Transaction: Stock Appreciation Right — 0 contracts (Direct); Common Stock — 8,177 shares (Direct)

Key Figures

Stock appreciation rights exercised: 5,381 shares Exercise price of stock appreciation rights: $131.82 per share Common shares sold: 2,668 shares +4 more

7 metrics

Stock appreciation rights exercised 5,381 shares Exercised on September 2, 2026 into IQVIA common stock

Exercise price of stock appreciation rights $131.82 per share Exercise price for 5,381 stock appreciation right shares

Common shares sold 2,668 shares Sale of IQVIA common stock on September 2, 2026

Sale price $261.33 per share Price for 2,668 IQVIA common shares sold

Shares disposed to issuer 2,713 shares Disposition of IQVIA common stock to issuer on September 2, 2026

Disposition price to issuer $261.54 per share Price for 2,713 common shares disposed to issuer

Derivative shares remaining after exercise 0 shares Stock appreciation right position after the reported exercise

FAQ

What did IQVIA (IQV) executive James G. Berkshire do in this Form 4 filing?

He exercised stock appreciation rights for 5,381 shares of IQVIA common stock at $131.82 per share on September 2, 2026, then sold 2,668 shares at $261.33 and disposed of 2,713 shares back to the issuer at $261.54 per share.

What type of derivative did the IQVIA (IQV) Form 4 report for James G. Berkshire?

The filing reports a stock appreciation right that entitled James G. Berkshire to receive 5,381 shares of IQVIA common stock upon exercise at an exercise price of $131.82 per share, with an original expiration date of February 13, 2029.

How many IQVIA (IQV) shares did James G. Berkshire sell in the reported transactions?

He sold 2,668 shares of IQVIA common stock at a reported price of $261.33 per share on September 2, 2026, and separately disposed of 2,713 shares back to the issuer at $261.54 per share on the same date.

Were James G. Berkshire’s IQVIA (IQV) transactions under a Rule 10b5-1 trading plan?

No. The Form 4 indicates that no Rule 10b5-1 trading plan is reported for these transactions by James G. Berkshire, meaning the trades are not affirmatively identified as made under a pre-arranged trading plan.

What happened to James G. Berkshire’s stock appreciation right position in IQVIA (IQV)?

He exercised stock appreciation rights for 5,381 underlying shares of IQVIA common stock at an exercise price of $131.82 per share on September 2, 2026, and the filing shows zero derivative shares remaining from that specific stock appreciation right after the exercise.

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Available on EDGAR 09/04/2026 - 05:01 PM Accepted by SEC EDGAR 09/04/2026 - 05:00 PM Learn about SEC filing dates

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Berkshire James G.

(Last) (First) (Middle)

C/O IQVIA HOLDINGS INC.

2400 ELLIS ROAD

(Street)

DURHAM NORTH CAROLINA 27703

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/02/2026

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

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

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

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	09/02/2026		M		5,381	A	$131.82	13,558	D
Common Stock	09/02/2026		S		2,668	D	$261.33	10,890	D
Common Stock	09/02/2026		D		2,713	D	$261.54	8,177	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Stock Appreciation Right	$131.82	09/02/2026		M			5,381	02/13/2022	02/13/2029	Common Stock	5,381	$131.82	0	D

Explanation of Responses:

Remarks:

EVP, Global Infrastructure and Operations. Power of Attorney

	/s/ Abigail Jeck, Attorney-in Fact for James G. Berkshire	09/04/2026
	** 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 4 (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.
* Form 4: SEC 1474 (03-26)