What changed in this filing

/stocks — the workspaceLOADING

Item 9A. Controls and Procedures

2026-02-17 compared with 2025-02-13 · 82 added, 32 removed, 398 unchanged (22% of the section changed)

22 unchanged sentences

Richard Staub, III 63 President, Research & Development Solutions

Bhavik Patel 45 President, Commercial Solutions

Bhavik Patel 46 President, MedTech and Consumer Health

Eric Sherbet 61 Executive Vice President, General Counsel and Secretary

Alistair Grenfell 52 President, Commercial Solutions

Bernd Haas 50 Executive Vice President, AI and Technology Solutions

Berkshire 52 Executive Vice President, Global Infrastructure and Operations

Fedock 51 Senior Vice President, Financial Planning and Analysis

Ari Bousbib, Director, Chairman and Chief Executive Officer

22 unchanged sentences

Bruehlman was Vice President, Financial Planning and Analysis for UTC and also served as Director, Investor Relations of UTC.

Bruehlman currently serves on the board of directors of GoodRx Holdings, Inc.

Bruehlman currently serves as a director and Chair of the Audit Committee of GoodRx Holdings, Inc.

Bruehlman served as a director and Chair of the Audit Committee to Atotech, Ltd.

16 unchanged sentences

Staub has a Bachelor of Arts degree in Economics from the University of North Carolina at Chapel Hill.

Bhavik Patel, President, Commercial Solutions

Patel has served as President, Commercial Solutions since July 2022.

Patel previously served as Senior Vice President, Global Market Insights and MedTech from September 2018 to July 2022.

Bhavik Patel, President, MedTech and Consumer Health

Patel has served as President, MedTech and Consumer Health since December 2025.

Prior to that, he served as President, Commercial Solutions from July 2022 to December 2025.

Patel also previously served as Senior Vice President, Global Market Insights and MedTech from September 2018 to July 2022.

Prior to that, Mr.

Patel held roles of increasing responsibility within IQVIA’s Global Market Insights business.

Prior to joining IQVIA in 2005, Mr.

Before joining IQVIA in 2005, Mr.

Patel began his career in the healthcare industry at Schwarz Pharma in 2003, where he was responsible for sales to healthcare professionals.

6 unchanged sentences

Sherbet earned his law degree from New York University School of Law and received his bachelor’s degree in commerce/accounting from University of Virginia.

Alistair Grenfell, President, Commercial Solutions

Grenfell has served as President, Commercial Solutions since December 2025.

Grenfell previously served as President, Europe, Middle East, Africa and South Asia Regional Business Unit from January 2020 to December 2025.

In addition, Mr.

Grenfell led IQVIA’s Global Public Health initiatives during this time.

From May 2015 to December 2019, Mr.

Grenfell served as President, North Europe, Middle East, Africa and South Asia.

Since joining IMS Health, IQVIA’s predecessor company, in 1996, Mr.

Grenfell has held sales, client services and business management roles of increasing responsibility in EMEA.

Grenfell holds a Bachelor of Arts degree with honors in Business Economics from Anglia Ruskin University and a Master of Science in Economics and Competition Policy from Bayes Business School, City St.

George’s, University of London.

Bernd Haas, Executive Vice President, AI and Technology Solutions

Haas has served as Executive Vice President, AI and Technology Solutions since December 2025.

Haas previously served as Senior Vice President, Digital Products & Solutions from January 2024 to December 2025.

Haas has over 20 years of experience in the healthcare and pharmaceutical industry.

He joined IQVIA in 2013 and had responsibility for the Technology Solutions business across Europe, Middle East, Africa and South Asia.

Before joining IQVIA, Mr.

Haas was an associate principal at McKinsey and Company leading the pharma multi-channel marketing group.

Prior to McKinsey, he held various roles at Bayer Pharmaceuticals, including country manager Denmark and sales & marketing head, Poland.

Haas holds a master's degree in international business from the University of Bamberg.

Berkshire, Executive Vice President, Global Infrastructure and Operations

Berkshire has served as our Executive Vice President, Global Infrastructure and Operations since December 2025.

Berkshire previously served as Executive Vice President, Global Technology and Operations from January 2024 to December 2025.

Prior to that, he was Senior Vice President, Business Operations, where he focused on operational excellence, productivity improvements and cost management.

Previously, Mr.

Berkshire was Vice President, Organizational Effectiveness at IMS Health, IQVIA’s predecessor company.

Berkshire has a Bachelor of Arts degree in economics from Indiana University.

Fedock, Senior Vice President, Financial Planning and Analysis

Fedock has served as our Senior Vice President, Financial Planning and Analysis since April 2021.

From July 2019 to April 2021, Mr.

Fedock served as the CFO for the Company’s Research & Development Solutions Business Unit and from May 2016 to July 2019, he served as CFO of IQVIA Laboratories (formally known as Q2 Solutions, a joint venture between the Company and Quest Diagnostics Incorporated and a leading clinical trial laboratory services organization).

Prior to joining IQVIA Laboratories, Mr.

Fedock spent 13 years with ICON plc where he held various roles of increasing responsibility in both financial and operational leadership positions.

Fedock has a bachelor’s degree in biological sciences from Drexel University and a Master of Business Administration from the University of Baltimore.

Executive Compensation

15 unchanged sentences

(iii) 1,222,735 shares of common stock issuable in settlement of outstanding performance units awarded;

(iv) 385,293 shares of common stock reserved for issuance at December 31, 2024 and issuable in settlement of outstanding stock settled long term incentive ("LTI") awards;

and (v) 12,388 shares of deferred common stock outstanding under the Director Deferral Plan.

and (iv) 21,683 shares of deferred common stock outstanding under the Director Deferral Plan.

(2) Consists of outstanding awards issued to certain executives with supplemental pension benefits in accordance with their individual employment arrangements under the IMS Health DCERP.

(3) The weighted-average exercise price includes all outstanding stock options and SARs but does not include restricted stock units, performance units, stock settled LTI awards, deferred stock or IMS Health DCERP awards, all of which do not have an exercise price.

(3) The weighted-average exercise price includes all outstanding stock options and SARs but does not include restricted stock units, performance units, deferred stock or IMS Health DCERP awards, all of which do not have an exercise price.

If restricted stock units, performance units and other awards that constitute “rights” were included in this calculation, treating such awards as having an exercise price of $0, the weighted average exercise price of outstanding options, warrants and rights would be $96.11.

35 unchanged sentences

4.1 Description of the Company's Securities .

10-K 001-35907 4.1 February 15, 2024

4.2 Indenture, dated as of September 28, 2016, among Quintiles IMS Incorporated, the Guarantors listed therein and U.S.

1 unchanged sentence

8-K 001-35907 4.1 October 3, 2016

4.3 Indenture, dated September 14, 2017, among Quintiles IMS Incorporated, as Issuer, U.S.

Bank National Association, as trustee of the Notes, and certain subsidiaries of the Issuer as guarantors U.S.

Bank National Association, as trustee of the Notes, and certain subsidiaries of the Issuer as guarantors.

8-K 001-35907 4.1 September 19, 2017

4.3 Indenture, dated May 10, 2019, among IQVIA Inc., as Issuer, U.S.

19 unchanged sentences

10-Q 001-35907 4.1 July 22, 2024

4.10 Supplemental Indenture, dated as of December 5, 2025, among the subsidiary guarantors named on the signature pages thereto and U.S.

Bank Trust Company, National Association, as trustee of the 5.700% Senior Secured Notes due 2028.

4.11 Amended and Restated Indenture, dated December 19, 2023, among IQVIA Inc., as Issuer, U.S.

4 unchanged sentences

10-Q 001-35907 4.2 July 22, 2024

4.13 Supplemental Indenture, dated as of December 5, 2025, among the subsidiary guarantors named on the signature pages thereto and U.S.

Bank Trust Company, National Association, as trustee of the 6.250% Senior Secured Notes due 2029.

4.14 Indenture, dated June 4, 2025, among IQVIA Inc., as Issuer, U.S.

Bank Trust Company, National Association, as trustee of the 6.250% Senior Notes due 2032 and certain subsidiaries of the Issuer as guarantors.

8-K 001-35907 4.1 June 4, 2025

10.1 Fifth Amended and Restated Credit Agreement, dated as of August 25, 2021, by and among IQVIA Inc., IQVIA RDS Inc., IQVIA AG, IQVIA Solutions Japan K.K., IQVIA Holdings Inc., the Guarantors party thereto and the Lenders party thereto (Annex A to Exhibit 10.1 filed August 25, 2021).

13 unchanged sentences

8-K 001-35907 10.1 November 23, 2023

10.5 Amendment No.

4 to Fifth Amended and Restated Credit Agreement, dated March 10, 2025, among IQVIA Inc., IQVIA Holdings Inc., IQVIA RDS Inc., the other guarantors party thereto, Bank of America, N.A.

as administrative agent and as collateral agent, and the Lenders party thereto.

8-K 001-35907 10.1 March 10, 2025

10.6 Amendment No.

5 to Fifth Amended and Restated Credit Agreement, dated December 9, 2025, among IQVIA Inc., IQVIA Holdings Inc., IQVIA RDS Inc., IQVIA AG, IQVIA Solutions Japan LLC, the other guarantors party thereto, Bank of America, N.A.

as administrative agent and as collateral agent, and the Lenders party thereto.

8-K 001-35907 10.1 December 9, 2025

10.7 Amended and Restated Pledge and Security Agreement, dated as of March 17, 2014, among Healthcare Technology Intermediate Holdings, Inc., IMS Health Incorporated, each of the grantors party thereto, and Bank of America, N.A., as Administrative Agent.

3 unchanged sentences

Form of Director Indemnification Agreement

S-1/A 333-186708 10.13 April 19, 2013

10.8 Form of Indemnification Agreement with each of the non-management directors of Quintiles IMS Holdings Inc.

8-K 001-35907 10.8 October 3, 2016

Form of Confidentiality and Restrictive Covenants Agreement .

69 unchanged sentences

10.37† Employment Agreement between IQVIA AG and Bhavik Patel, effective as of August 7, 2018, as amended on August 9, 2022 and August 1, 2023.

10-K 001-35907 10.36 February 13, 2025

10.38† Employment Agreement between IMS Health Limited and Alistair Grenfell, effective as of July 15, 2003, as amended January 13, 2026.

19.1 Securities Trading Policy

40 unchanged sentences

February 17, 2026

February 13, 2025

/s/ Colleen A.

February 17, 2026

/s/ William G.

Kaelin Jr., M.D.

February 17, 2026

Kaelin Jr., M.D.

Leonard, M.D.

16 unchanged sentences

Net income 1,360 1,373 1,358

Equity in other comprehensive (loss) income of subsidiary, net of tax ( 171 ) ( 140 ) ( 321 )

Equity in other comprehensive income (loss) of subsidiary, net of tax 95 ( 171 ) ( 140 )

Comprehensive income $ 1,455 $ 1,202 $ 1,218

The accompanying note is an integral part of these condensed financial statements.

IQVIA HOLDINGS INC.

25 unchanged sentences

Total liabilities and stockholders’ equity $ 9,668 $ 9,667

The accompanying note is an integral part of these condensed financial statements.

IQVIA HOLDINGS INC.

11 unchanged sentences

Investing activities:

Investment in subsidiary, net of dividends received 1,423 1,052 1,238

Dividends received 1,323 1,423 1,052

Net cash from investing activities 1,323 1,423 1,052

3 unchanged sentences

Intercompany with subsidiary — — 1

Other ( 10 ) — —

Net cash from financing activities ( 1,321 ) ( 1,414 ) ( 1,052 )

2 unchanged sentences

Cash and cash equivalents at end of period $ 1 $ — $ 2

The accompanying note is an integral part of these condensed financial statements.

IQVIA HOLDINGS INC.

11 unchanged sentences

Paid in November 2025 120

Paid in October 2024 11

Paid in September 2024 201

Paid in August 2024 1

Paid in July 2025 32

Paid in June 2025 165

Paid in May 2025 289

Paid in April 2025 214

Paid in March 2025 375

Paid in February 2025 36

Total paid in 2025 $ 1,323

Paid in December 2024 $ 200

Paid in November 2024 952

Paid in October 2024 11

Paid in September 2024 201

Paid in August 2024 1

Paid in May 2023 490

Paid in March 2023 130

Paid in February 2024 58

Total paid in 2024 $ 1,423

Paid in December 2022 $ 25

Paid in November 2023 $ 232

Paid in October 2022 40

Paid in September 2023 55

Paid in August 2023 89

Paid in July 2022 100

Paid in June 2022 188

Paid in May 2023 490

Paid in April 2022 2

Paid in March 2023 130

Paid in February 2023 56

Paid in January 2022 20

Total paid in 2023 $ 1,052

5 unchanged sentences

December 31, 2023 $ 257 $ ( 99 ) $ — $ 8 $ 166

(a) Recorded through purchase accounting transaction.

(a) Recorded through purchase accounting transactions.

(b) Impact of additions or reductions recorded to expense and translation adjustments.

Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.

What changed 10-K

Item 9A. Controls and Procedures