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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
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,141

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.

F4 · 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.

F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,750

Underlying: Common Stock · 3,750 shares

Expires not disclosed

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

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

F3 · 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.

F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,157

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionCommon Stock 2,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,870

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,682

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,568

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,024

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.

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
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 2,786 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,852

Underlying: Common Stock · 2,786 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.

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
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

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.

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
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 5,359 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 103,166

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 2,786 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,807

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:04 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,021

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

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

F2 · balance_after: Includes 113 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 578 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · derivative · entry 6

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,779

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.

F5 · 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.

F5 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 454 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · derivative · entry 5

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,354

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.

F4 · 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.

F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionRestricted Stock Units · Derivative 4,831 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · derivative · entry 4

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,495

Underlying: Common Stock · 4,831 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.

F3 · 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.

F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 578 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · nonDerivative · entry 3

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,508

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 454 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · nonDerivative · entry 2

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,930

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:59 UTC
Cota GermaineSVP, Finance & Accounting
Exercise / conversionCommon Stock 4,831 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014977 · doc4.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,476

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

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

F2 · balance_after: Includes 161 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 1,787 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · derivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,008

Underlying: Common Stock · 1,787 shares

Expires not disclosed

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

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

F4 · 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.

F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · derivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,571

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.

F3 · 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.

F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 937 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · derivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,688

Underlying: Common Stock · 937 shares

Expires not disclosed

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

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

F2 · 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.

F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,787 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,281

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 557 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,494

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

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

Read SEC document
February 28, 2023 Filed Mar 3, 2023 00:55 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 937 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-014972 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 937

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

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

Read SEC document
February 16, 2023 Filed Feb 17, 2023 18:54 UTC Exercise / conversionRestricted Stock Units · Derivative 635 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-010891 · doc4.xml · derivative · entry 2

FISHER STEPHEN · CIK 0001567149 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 636

Underlying: Common Stock · 635 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The RSUs vest 1/3 annually on the earlier of (a) the date of the annual stockholders meeting and (b) the date of grant, subject to continued service on each vesting date.

F2 · derivative.expiration_date: The RSUs vest 1/3 annually on the earlier of (a) the date of the annual stockholders meeting and (b) the date of grant, subject to continued service on each vesting date.

Read SEC document
February 16, 2023 Filed Feb 17, 2023 18:54 UTC Exercise / conversionCommon Stock 635 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-010891 · doc4.xml · nonDerivative · entry 1

FISHER STEPHEN · CIK 0001567149 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,144

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

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

Read SEC document
February 15, 2023 Filed Feb 16, 2023 23:26 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 847 $99.00 $83,853.00
Disclosure

SEC source: 0001209191-23-010250 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

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.

Read SEC document
February 07, 2023 Filed Feb 8, 2023 23:32 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 160 $94.00 $15,040.00
Disclosure

SEC source: 0001209191-23-007882 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 847

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

F2 · balance_after: Includes 160 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 23:41 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,930

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.

F5 · 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
February 06, 2023 Filed Feb 8, 2023 23:41 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,393

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.

F4 · 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
February 06, 2023 Filed Feb 8, 2023 23:41 UTC SaleCommon Stock 6,008 $93.01 $558,804.08
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,818

F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 23:41 UTC Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,826

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
February 06, 2023 Filed Feb 8, 2023 23:41 UTC Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,011

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 · balance_after: Includes 160 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,745

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.

F11 · 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.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,586

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.

F10 · 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 1,293 $104.86 $135,585.92
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,658

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

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.76 to $104.87 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 700 $102.50 $71,750.98
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,951

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

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.12 to $103.06 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 1,000 $101.56 $101,555.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,651

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

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.12 to $102.04 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 500 $100.58 $50,292.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,651

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

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.02 to $100.99 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 500 $99.21 $49,605.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,151

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

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.82 to $99.56 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 1,277 $98.10 $125,279.70
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,651

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

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.74 to $98.64 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC SaleCommon Stock 738 $96.93 $71,531.54
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,928

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

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.71 to $97.66 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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,666

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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January 05, 2023 Filed Jan 9, 2023 22:44 UTC Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,851

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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December 15, 2022 Filed Dec 16, 2022 23:30 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,562 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-22-061735 · doc4.xml · derivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,813

Underlying: Common Stock · 1,562 shares

Expires 2029-05-14

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

F2 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 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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December 15, 2022 Filed Dec 16, 2022 23:30 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 2,270 $118.61 $269,244.70
Disclosure

SEC source: 0001209191-22-061735 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 847

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

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December 15, 2022 Filed Dec 16, 2022 23:30 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,562 $11.20 $17,494.40
Disclosure

SEC source: 0001209191-22-061735 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,117

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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December 09, 2022 Filed Dec 12, 2022 20:00 UTC OtherCommon Stock 873 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060800 · doc4.xml · nonDerivative · entry 3

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 6,826

F2 · kind: Under the governing documents of Scale Venture Partners IV, LP ("ScaleVP IV LP"), the shares were transferred to Scale Management, LLC ("ScaleMgt").

F3 · ownership.nature: The shares are held by ScaleMgt. The managers of ScaleMgt are Rory O'Driscoll, a member of the Issuer's board of directors, Stacey Bishop, Andrew Vitus, Ariel Tseitlin and Alexander Niehenke, who all share voting and dispositive power with respect to the shares held by ScaleMgt.

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December 09, 2022 Filed Dec 12, 2022 20:00 UTC OtherCommon Stock 873 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060800 · doc4.xml · nonDerivative · entry 2

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · kind: Under the governing documents of Scale Venture Partners IV, LP ("ScaleVP IV LP"), the shares were transferred to Scale Management, LLC ("ScaleMgt").

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December 08, 2022 Filed Dec 12, 2022 19:45 UTC GrantRestricted Stock Units · Derivative 1,733 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060794 · doc4.xml · derivative · entry 3

KIGHT PETER J · CIK 0001007734 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,733

Underlying: Common Stock · 1,733 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.

F3 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date.

F3 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such 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.