James G. Berkshire, EVP of Global Infrastructure and Operations at IQVIA Holdings Inc., filed a Form 4 on September 4, 2026, reporting a series of transactions in company common stock on September 2, 2026, including the exercise of stock appreciation rights and subsequent share disposals.

Key Highlights

  • Rights exercised: Berkshire exercised 5,381 stock appreciation rights (transaction code M) at a conversion price of $131.82 per share, acquiring 5,381 shares of common stock.
  • Open-market sale: 2,668 shares were sold (transaction code S) at $261.33 per share on September 2, 2026.
  • Tax-related disposal: An additional 2,713 shares were disposed of (transaction code D) at $261.54 per share on the same date.
  • Remaining ownership: Following all reported transactions, Berkshire directly owned 8,177 shares of common stock.
  • Derivative position cleared: The exercised stock appreciation rights, which had an expiration date of February 13, 2029, left a remaining balance of 0 derivative securities.
  • Filing authority: The form was signed by Abigail Jeck as attorney-in-fact for James G. Berkshire.

Berkshire's September 2026 Transactions in IQVIA Common Stock

According to the filing, James G. Berkshire, identified as EVP of Global Infrastructure and Operations at IQVIA Holdings Inc. (NYSE:IQV), reported three transactions in the company's common stock, all dated September 2, 2026. The first was the exercise of 5,381 stock appreciation rights at a conversion price of $131.82, which resulted in the acquisition of 5,381 shares of common stock, bringing his directly held total to 13,558 shares at that point.

The filing then reports two separate disposal transactions on the same date. First, 2,668 shares were sold at a price of $261.33 per share, reducing his direct holdings to 10,890 shares. Second, 2,713 shares were disposed of at $261.54 per share, further reducing his directly held position to 8,177 shares. The filing does not describe the nature of the second disposal beyond the transaction code D.

On the derivative securities side, the filing shows that the exercised stock appreciation rights carried a conversion price of $131.82, were exercisable as of February 13, 2022, and had an expiration date of February 13, 2029. Following the exercise of all 5,381 rights, the remaining balance of these derivative securities is reported as 0. All ownership reported in the filing is direct. The form was filed on September 4, 2026, and signed by Abigail Jeck as attorney-in-fact for Berkshire, with a power of attorney noted in the remarks section.

What Was Disclosed

The filing discloses the exercise of 5,381 stock appreciation rights and two share disposals by IQVIA Holdings EVP James G. Berkshire on September 2, 2026, leaving him with a direct beneficial ownership of 8,177 shares of common stock.