Annie H. Lo
CIK 1653888 · View on SEC EDGAR ↗
First SEC filing: Oct. 1, 2015 · Latest: Oct. 1, 2015
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| May 12, 2016 | IQV | P | 502 | $64.80 | $32,530 | 2,062 Direct | +32.18% | Acquired | 295.3% (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| May 5, 2016 | IQV | Stock Option (Right to Buy) | Common Stock (7,000) | $64.52 | May 5, 2026 | 7,000 | Acquired |
| Oct. 30, 2015 | IQV | Stock Option (Right to Buy) | Common Stock (6,700) | $63.65 | Oct. 30, 2025 | 6,700 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Oct. 1, 2015 | IQV | No securities are beneficially owned. | 0 | Direct |