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BILL

BILL Holdings, Inc.

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Tapewire entity
3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202601
Sep 2026012
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionPerformance Stock Units · Derivative 1,255 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 7

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,535

Underlying: Common Stock · 1,255 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,129 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 6

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,802

Underlying: Common Stock · 1,129 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,843 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 5

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,274

Underlying: Common Stock · 2,843 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Tax withholdingCommon Stock 2,476 $63.76 $157,869.76
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 4

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,324

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionCommon Stock 1,255 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 3

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,800

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionCommon Stock 1,129 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 2

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,545

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 19:47 UTC Exercise / conversionCommon Stock 2,843 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 1

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,416

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionPerformance Stock Units · Derivative 1,893 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,363

Underlying: Common Stock · 1,893 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F11 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F11 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,613 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,578

Underlying: Common Stock · 2,613 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,871

Underlying: Common Stock · 4,287 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,312

Underlying: Common Stock · 2,188 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,685

Underlying: Common Stock · 1,114 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionRestricted Stock Unit · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,750

Underlying: Common Stock · 3,750 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Tax withholdingCommon Stock 5,754 $63.76 $366,875.04
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,089

F4 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 1,893 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,843

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 2,613 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,950

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,337

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 2,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,050

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,862

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:09 UTC Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,748

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · balance_after: Includes 247 shares of Common Stock acquired under the Issuer's employee stock purchase plan on February 6, 2024.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 10

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,658

Underlying: Common Stock · 261 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 577 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 9

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,468

Underlying: Common Stock · 577 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F7 · derivative.exercise_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 453 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 8

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,539

Underlying: Common Stock · 453 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionRestricted Stock Unit · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,663

Underlying: Common Stock · 1,208 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
GrantRestricted Stock Unit · Derivative 13,331 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,331

Underlying: Common Stock · 13,331 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs will vest annually over two years with the first vesting date being February 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs will vest annually over two years with the first vesting date being February 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Tax withholdingCommon Stock 938 $63.76 $59,806.88
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,013

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 261 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,951

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 577 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,690

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 453 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,113

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:15 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
Exercise / conversionCommon Stock 1,208 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,660

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · balance_after: Includes 238 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2024.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,367 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 17

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,204

Underlying: Common Stock · 2,367 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,658 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 16

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,209

Underlying: Common Stock · 3,658 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,589

Underlying: Common Stock · 5,359 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 14

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,712

Underlying: Common Stock · 2,785 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common Stock · 10,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Tax withholdingCommon Stock 9,966 $63.76 $635,432.16
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 6

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,863

F4 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,367 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 112,829

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 3,658 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,462

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 5,359 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,804

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,445

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 01:02 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,660

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F2 · balance_after: Includes 143 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on February 6, 2024.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 788 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 11

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,735

Underlying: Common Stock · 788 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F8 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F8 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 737 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 10

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,315

Underlying: Common Stock · 737 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date

F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 1,786 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 9

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,863

Underlying: Common Stock · 1,786 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,343

Underlying: Common Stock · 557 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Unit · Derivative 937 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 938

Underlying: Common Stock · 937 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Tax withholdingCommon Stock 1,802 $63.76 $114,895.52
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,181

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 788 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,983

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 737 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,195

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2024 Filed Mar 2, 2024 00:52 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,786 Not disclosed Not disclosed
Disclosure

SEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,458

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.