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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
November 29, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 1,216 $67.73 $82,365.27
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,291

F3 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 29, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 1,112 $66.98 $74,484.43
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,507

F3 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionPerformance Stock Units · Derivative 1,256 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 9

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,790

Underlying: Common Stock · 1,256 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

F9 · 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.

F9 · 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
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionRestricted Stock Units · Derivative 1,128 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 8

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,931

Underlying: Common Stock · 1,128 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
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionRestricted Stock Units · Derivative 11,372 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 7

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,117

Underlying: Common Stock · 11,372 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 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.

F7 · 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
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionCommon Stock 1,256 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 3

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,584

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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionCommon Stock 1,128 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 2

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,328

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
November 28, 2023 Filed Nov 30, 2023 19:25 UTC Exercise / conversionCommon Stock 11,372 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 1

Padelford Loren · CIK 0001949318 · CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,200

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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionPerformance Stock Units · Derivative 1,893 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 16

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,256

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.

F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

F13 · 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.

F13 · 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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionRestricted Stock Units · Derivative 2,612 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 15

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,191

Underlying: Common Stock · 2,612 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 November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionRestricted Stock Units · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,158

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.

F11 · 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.

F11 · 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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionRestricted Stock Units · Derivative 2,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,500

Underlying: Common Stock · 2,187 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 February 28, 2022, 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 February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,799

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.

F9 · 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.

F9 · 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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

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.

F8 · 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.

F8 · 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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 1,893 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,709

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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 2,612 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,816

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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,204

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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 2,187 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,917

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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,730

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
November 28, 2023 Filed Dec 1, 2023 00:30 UTC Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,616

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
November 28, 2023 Filed Dec 1, 2023 00:12 UTC Exercise / conversionRestricted Stock Units · Derivative 1,148 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057022 · doc4.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,148 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.

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:12 UTC Exercise / conversionCommon Stock 1,148 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057022 · doc4.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,316

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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionPerformance Stock Units · Derivative 2,366 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 19

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,571

Underlying: Common Stock · 2,366 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

F17 · 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.

F17 · 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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Units · Derivative 3,657 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 18

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,867

Underlying: Common Stock · 3,657 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.

F16 · 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.

F16 · 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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Units · Derivative 5,358 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 17

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,948

Underlying: Common Stock · 5,358 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.

F15 · 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.

F15 · 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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Units · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 16

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,497

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.

F14 · 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.

F14 · 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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Units · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 15

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,000

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.

F13 · 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.

F13 · 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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,366 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100,654

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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 3,657 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,288

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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 5,358 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,631

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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 2,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,273

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
November 28, 2023 Filed Dec 1, 2023 00:20 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,488

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 74 shares of Common Stock acquired under the issuer's employee stock purchase plan on September 6, 2023.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 261 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 11

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,919

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.

F9 · 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.

F9 · 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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 10

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,045

Underlying: Common Stock · 578 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 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.

F8 · 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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 9

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,992

Underlying: Common Stock · 454 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 four 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 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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 8

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,871

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.

F6 · 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.

F6 · 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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 261 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,473

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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 578 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,212

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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 454 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,634

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
November 28, 2023 Filed Dec 1, 2023 00:08 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 1,208 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,180

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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionPerformance Stock Units · Derivative 789 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 13

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,523

Underlying: Common Stock · 789 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 736 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 12

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,052

Underlying: Common Stock · 736 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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 1,787 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 11

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,649

Underlying: Common Stock · 1,787 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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 10

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,900

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.

F8 · 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.

F8 · 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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 938 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 9

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,875

Underlying: Common Stock · 938 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, 2020, 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, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 789 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,619

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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 736 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,830

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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,787 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,094

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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 557 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,307

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
November 28, 2023 Filed Dec 1, 2023 00:04 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 938 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,750

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.