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NYSE · USD

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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionCommon Stock 2,187 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 17

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,665

Underlying: Common Stock · 5,359 shares

Expires not disclosed

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

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

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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 16

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,067

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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 15

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,000

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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 5,359 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,653

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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 2,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,294

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
May 28, 2023 Filed Jun 1, 2023 01:41 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 105,509

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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · derivative · entry 11

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,201

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.

F10 · 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.

F10 · 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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · derivative · entry 10

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,900

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.

F9 · 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.

F9 · 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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 1,208 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · derivative · entry 9

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,287

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.

F8 · 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.

F8 · 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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 578 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,809

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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 454 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,231

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
May 28, 2023 Filed Jun 1, 2023 01:38 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 1,208 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033203 · doc4.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,777

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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 1,786 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · derivative · entry 11

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,222

Underlying: Common Stock · 1,786 shares

Expires not disclosed

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

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

F10 · 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.

F10 · 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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · derivative · entry 10

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,014

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.

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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 938 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · derivative · entry 9

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,750

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.

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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,786 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,298

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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 557 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,512

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
May 28, 2023 Filed Jun 1, 2023 01:33 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 938 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033201 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,955

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
May 09, 2023 Filed May 10, 2023 19:18 UTC
JACOBS BRIANDirector
SaleCommon Stock 2,000 $98.70 $197,398.40
Disclosure

SEC source: 0001209191-23-028577 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,826

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.67 to $98.78 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
May 05, 2023 Filed May 10, 2023 00:11 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,300

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

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.

F4 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7

Underlying: Common Stock · 1,193 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.

F3 · 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.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC SaleCommon Stock 6,008 $95.00 $570,760.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

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 June 8, 2022, prior to the effective date of the recent amendments to Rule 10b5-1.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,874

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
May 05, 2023 Filed May 10, 2023 00:11 UTC Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,059

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
May 02, 2023 Filed May 3, 2023 22:09 UTC
ALVAREZ AIDADirector
Exercise / conversionRestricted Stock Units · Derivative 1,165 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-027142 · doc4.xml · derivative · entry 2

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,331

Underlying: Common Stock · 1,165 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 May 2, 2023, May 2, 2024 and May 2, 2025, subject to the continued service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of May 2, 2023, May 2, 2024 and May 2, 2025, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
May 02, 2023 Filed May 3, 2023 22:09 UTC
ALVAREZ AIDADirector
Exercise / conversionCommon Stock 1,165 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-027142 · doc4.xml · nonDerivative · entry 1

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,165

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
March 06, 2023 Filed Mar 7, 2023 21:52 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,115

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

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.

F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

Underlying: Common Stock · 1,193 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.

F6 · 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.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC SaleCommon Stock 1,000 $91.49 $91,493.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

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 June 8, 2022.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.23 to $91.75 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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March 06, 2023 Filed Mar 7, 2023 21:52 UTC SaleCommon Stock 7,408 $90.10 $667,448.21
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,866

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 June 8, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.93 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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March 06, 2023 Filed Mar 7, 2023 21:52 UTC SaleCommon Stock 969 $89.30 $86,532.38
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,274

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 June 8, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.83 to $89.73 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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March 06, 2023 Filed Mar 7, 2023 21:52 UTC Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,243

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.

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March 06, 2023 Filed Mar 7, 2023 21:52 UTC Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,428

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.

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March 02, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 929 $87.93 $81,689.39
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,569

F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2022.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.71 to $88.06 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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March 02, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 193 $86.50 $16,695.35
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,498

F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2022.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.09 to $86.95 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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March 02, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 1,200 $84.37 $101,241.96
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,691

F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2022.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.10 to $84.76 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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March 02, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 450 $83.58 $37,611.99
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,891

F4 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on September 8, 2022.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.09 to $83.99 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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March 01, 2023 Filed Mar 3, 2023 22:33 UTC SaleCommon Stock 1,937 $84.90 $164,453.24
Disclosure

SEC source: 0001209191-23-015820 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,235

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 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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March 01, 2023 Filed Mar 3, 2023 22:33 UTC SaleCommon Stock 3,985 $84.07 $335,002.61
Disclosure

SEC source: 0001209191-23-015820 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,172

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 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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March 01, 2023 Filed Mar 3, 2023 22:28 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 2,505 $84.90 $212,677.01
Disclosure

SEC source: 0001209191-23-015809 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,509

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 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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March 01, 2023 Filed Mar 3, 2023 22:28 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 5,152 $84.07 $433,107.52
Disclosure

SEC source: 0001209191-23-015809 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 98,014

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 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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March 01, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 709 $84.90 $60,194.81
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,341

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 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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March 01, 2023 Filed Mar 3, 2023 22:23 UTC
Cota GermaineSVP, Finance & Accounting
SaleCommon Stock 1,458 $84.07 $122,568.08
Disclosure

SEC source: 0001209191-23-015791 · doc4.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,050

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 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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March 01, 2023 Filed Mar 3, 2023 22:19 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 413 $84.90 $35,064.11
Disclosure

SEC source: 0001209191-23-015768 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,017

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 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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March 01, 2023 Filed Mar 3, 2023 22:19 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 851 $84.07 $71,540.08
Disclosure

SEC source: 0001209191-23-015768 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,430

F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 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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February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionRestricted Stock Units · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,020

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.

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

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

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February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionRestricted Stock Units · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,062

Underlying: Common Stock · 2,188 shares

Expires not disclosed

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

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

F5 · 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.

F5 · 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.