IQVIA EVP James G. Berkshire Exercises Options, Sells Shares

What Happened

• James G. Berkshire, EVP, Global Infrastructure and Operations, exercised options to acquire 5,381 IQV shares at $131.82 on 2026-09-02 (cost: $709,323). He then disposed of all 5,381 shares: 2,668 shares sold on the open market at $261.33 (proceeds $697,228) and 2,713 shares were disposed to the issuer at $261.54 (proceeds $709,558). The transactions appear to be an exercise followed by an immediate sale/surrender of the exercised shares.

Key Details

• Transaction date: 2026-09-02 (Form 4 filed 2026-09-04).
• Exercise: 5,381 shares at $131.82 — total $709,323.
• Open-market sale: 2,668 shares at $261.33 — proceeds $697,228.
• Disposition to issuer (likely surrender for taxes): 2,713 shares at $261.54 — proceeds $709,558.
• Net effect: 5,381 shares acquired and 5,381 shares disposed → no net increase in holdings; the filing excerpt does not state the post-transaction total holdings.
• Remarks: Insider is EVP, Global Infrastructure and Operations. Power of Attorney noted. No 10b5-1 plan or late-filing flag indicated in the provided data.

Context

• This is an option exercise (transaction code M) with immediate dispositions — effectively a cashless exercise where exercised shares are sold and/or surrendered, commonly to cover exercise cost and tax withholding. Such transactions are routine and do not by themselves indicate a change in insider sentiment.