Berkshire James G. 4
Research Summary
AI-generated summary
IQVIA EVP James G. Berkshire Receives Award; 1,280 Shares Withheld
What Happened
James G. Berkshire, EVP, Global Infrastructure and Operations at IQVIA (IQV), had 2,722 performance-based restricted stock units vest on Feb 8, 2026 and acquired 2,722 shares (code A). To satisfy tax withholding, 1,280 shares were disposed (code F) at $187.49 each for a withholding value of $239,987. Net shares delivered to Berkshire = 2,722 − 1,280 = 1,442 shares. The gross estimated market value of the vested award at the withholding price was about $510,348.
Key Details
- Transaction dates: 2026-02-08 (reported on Form 4 filed 2026-02-10) — filing appears timely.
- Award: 2,722 shares acquired (code A) at $0.00 (vested RSUs).
- Tax withholding: 1,280 shares disposed (code F) at $187.49, total $239,987.
- Net shares received: 1,442 shares.
- Footnote: These shares were issued upon satisfaction of performance conditions for performance-based RSUs granted Feb 13, 2023; committee certified achievement on Feb 8, 2026 (per footnote F1).
- Shares owned after the transaction: not specified in this filing.
Context
This was a vesting of performance-based RSUs, not an open-market buy or sell; the “disposed” shares reflect withholding to cover taxes, a routine post-vesting action that does not necessarily indicate a change in insider sentiment.