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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

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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
August 15, 2023 Filed Aug 17, 2023 23:22 UTC
Aji Rajesh A.CLO & CCO
GrantPerformance Stock Units · Derivative 2,947 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-046436 · doc4.xml · derivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,947

Underlying: Common Stock · 2,947 shares

Expires not disclosed

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.

F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter.

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August 15, 2023 Filed Aug 17, 2023 23:22 UTC
Aji Rajesh A.CLO & CCO
GrantPerformance Stock Units · Derivative 4,911 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-046436 · doc4.xml · derivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,911

Underlying: Common Stock · 4,911 shares

Expires not disclosed

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.

F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2023 and ending June 30, 2024, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2023 and ending June 30, 2024, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years.

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August 15, 2023 Filed Aug 17, 2023 23:22 UTC
Aji Rajesh A.CLO & CCO
GrantRestricted Stock Units · Derivative 11,788 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-046436 · doc4.xml · derivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,788

Underlying: Common Stock · 11,788 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.

F2 · 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.

F2 · 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.

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June 30, 2023 Filed Jul 5, 2023 20:10 UTC
Reich TinaDirector
Exercise / conversionRestricted Stock Units · Derivative 1,213 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-040986 · doc4.xml · derivative · entry 2

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,425

Underlying: Common Stock · 1,213 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: One-third (1/3) of the RSUs vest on each of June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date.

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June 30, 2023 Filed Jul 5, 2023 20:10 UTC
Reich TinaDirector
Exercise / conversionCommon Stock 1,213 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-040986 · doc4.xml · nonDerivative · entry 1

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,213

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.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 15,000 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · derivative · entry 12

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 191,456

Underlying: Common Stock · 15,000 shares

Expires 2028-08-01

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.

F11 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 14,675 $115.18 $1,690,320.80
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 86,902

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.94 to $115.61 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.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 13,953 $114.54 $1,598,229.64
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 101,577

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.94 to $114.93 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.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,700 $113.34 $192,671.37
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 115,530

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.92 to $113.85 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.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 2,321 $112.44 $260,982.99
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 117,230

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.81 to $112.76 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.

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June 15, 2023 Filed Jun 16, 2023 23:29 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 15,000 $5.26 $78,900.00
Disclosure

SEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 119,551

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.

Read SEC document
June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 1,141 $117.64 $134,231.01
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 28,866

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.23 to $118.21 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.

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June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 400 $116.20 $46,481.00
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,007

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.94 to $116.42 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.

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June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 900 $115.26 $103,735.98
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 30,407

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.89 to $115.67 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.

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June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 500 $113.76 $56,879.00
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,307

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.33 to $114.09 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.

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June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 1,242 $112.65 $139,911.18
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 31,807

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.23 to $113.17 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.

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June 07, 2023 Filed Jun 9, 2023 20:55 UTC SaleCommon Stock 1,467 $111.25 $163,208.88
Disclosure

SEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 33,049

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.97 to $111.92 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.

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June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 200 $118.66 $23,731.00
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.54 to $118.77 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.

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June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 800 $117.55 $94,040.00
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 200

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.23 to $117.91 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.

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June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 300 $116.16 $34,847.01
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,000

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.98 to $116.43 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.

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June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 600 $115.32 $69,193.02
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,300

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.97 to $115.63 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
June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 400 $113.74 $45,495.00
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,900

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.28 to $114.09 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
June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 800 $112.75 $90,201.04
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,300

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.23 to $113.10 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
June 07, 2023 Filed Jun 9, 2023 20:48 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 1,049 $111.05 $116,496.49
Disclosure

SEC source: 0001209191-23-035925 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,100

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.81 to $111.37 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.

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May 31, 2023 Filed Jun 2, 2023 21:14 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 727 $97.25 $70,700.75
Disclosure

SEC source: 0001209191-23-033904 · doc4.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,297

F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2022, prior to the effective date of the recent amendments to Rule 10b5-1.

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May 30, 2023 Filed Jun 1, 2023 01:25 UTC SaleCommon Stock 13 $102.07 $1,326.95
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,516

F2 · 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.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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.

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May 30, 2023 Filed Jun 1, 2023 01:25 UTC SaleCommon Stock 206 $101.34 $20,876.80
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,529

F2 · 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.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 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.

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May 30, 2023 Filed Jun 1, 2023 01:25 UTC SaleCommon Stock 696 $100.25 $69,772.40
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,735

F2 · 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.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 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.

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May 30, 2023 Filed Jun 1, 2023 01:25 UTC SaleCommon Stock 2,148 $99.27 $213,239.91
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,431

F2 · 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.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:25 UTC SaleCommon Stock 2,625 $98.41 $258,319.43
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,579

F2 · 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.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 20 $102.07 $2,041.46
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 8

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,551

F2 · 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.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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.

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May 30, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 330 $101.34 $33,443.42
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 7

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,571

F2 · 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.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 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.

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May 30, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,113 $100.25 $111,575.69
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 6

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,901

F2 · 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.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 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.

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May 30, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,438 $99.27 $341,302.98
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 5

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,014

F2 · 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.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 4,201 $98.41 $413,409.49
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 4

Lacerte Rene A. · CIK 0001795497 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,452

F2 · 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.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 2 $102.07 $204.15
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 8

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,024

F2 · 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.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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.

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May 30, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 28 $101.34 $2,837.62
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 7

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,026

F2 · 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.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 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.

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May 30, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 96 $100.25 $9,623.78
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,054

F2 · 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.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 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.

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May 30, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 297 $99.27 $29,484.29
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,150

F2 · 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.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 362 $98.41 $35,623.48
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,447

F2 · 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.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 3 $102.07 $306.22
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,149

F2 · 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.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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.

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May 30, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 42 $101.34 $4,256.44
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,152

F2 · 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.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 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.

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May 30, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 140 $100.25 $14,034.68
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,194

F2 · 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.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 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.

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May 30, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 434 $99.27 $43,084.79
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,334

F2 · 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.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 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.

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May 30, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 530 $98.41 $52,155.92
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,768

F2 · 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.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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.

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May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionRestricted Stock Units · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,733

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.

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.

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May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionRestricted Stock Units · Derivative 2,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,875

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.

F11 · 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.

F11 · 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.

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May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,027

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.

F10 · 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.

F10 · 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.

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May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

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.

F9 · 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.

F9 · 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.

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May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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.

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