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BILL

BILL Holdings, Inc.

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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
August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 218 $163.77 $35,701.86
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 10

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,186

F7 · 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.

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.22 to $164.21 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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August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 190 $162.84 $30,939.16
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 9

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,404

F7 · 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.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.22 to $163.21 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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August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 200 $167.01 $33,401.20
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 8

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,594

F2 · kind: The sales reported 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 $167.05 to $167.07 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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August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 925 $165.06 $152,684.02
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 7

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,794

F2 · kind: The sales reported 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 $165.00 to $165.33 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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August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 600 $164.35 $98,608.98
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 6

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,719

F2 · kind: The sales reported 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 $163.83 to $164.82 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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August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
SaleCommon Stock 462 $163.05 $75,328.13
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 5

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,319

F2 · kind: The sales reported 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 $162.76 to $163.39 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
August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 1,562 $11.20 $17,494.40
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 4

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,781

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
August 29, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 625 $69.37 $43,356.25
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,219

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
August 28, 2022 Filed Aug 30, 2022 18:47 UTC Exercise / conversionRestricted Stock Units · Derivative 211,950 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048062 · doc4.xml · derivative · entry 9

Murray Blake Thomas · CIK 0001865273 · CRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 423,900

Underlying: Common Stock · 211,950 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 as to 1/3rd of the total shares on August 28, 2022 and thereafter 1/12th of the total shares vest quarterly until such time as the RSUs are 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

F11 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 18:47 UTC Exercise / conversionCommon Stock 211,950 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048062 · doc4.xml · nonDerivative · entry 1

Murray Blake Thomas · CIK 0001865273 · CRO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 211,950

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

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

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionRestricted Stock Units · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,437

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.

F14 · 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.

F12 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,369

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.

F13 · 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.

F12 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,250

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.

F11 · 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.

F12 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionCommon Stock 2,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,677

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
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,489

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
August 28, 2022 Filed Aug 30, 2022 22:48 UTC Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048063 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,375

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
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 2,785 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048060 · doc4.xml · derivative · entry 17

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,423

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.

F17 · 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.

F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionRestricted Stock Units · Derivative 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048060 · doc4.xml · derivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

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.

F15 · 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.

F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 2,785 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,011

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

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,226

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
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Chung BoraChief Experience Officer
Exercise / conversionRestricted Stock Units · Derivative 626 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048059 · doc4.xml · derivative · entry 20

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,521

Underlying: Common Stock · 626 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.

F18 · 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.

F17 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Chung BoraChief Experience Officer
Exercise / conversionRestricted Stock Units · Derivative 1,562 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048059 · doc4.xml · derivative · entry 19

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,938

Underlying: Common Stock · 1,562 shares

Expires not disclosed

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

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

F16 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F17 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 626 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048059 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,804

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

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

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:46 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 1,562 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048059 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,178

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
August 28, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 557 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · derivative · entry 17

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,685

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.

F17 · 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.

F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionRestricted Stock Units · Derivative 937 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · derivative · entry 16

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,563

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.

F15 · 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.

F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date.

Read SEC document
August 28, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 557 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,594

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
August 28, 2022 Filed Aug 30, 2022 22:45 UTC
Aji Rajesh A.CLO & CCO
Exercise / conversionCommon Stock 937 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-22-048057 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · CLO & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,037

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
August 25, 2022 Filed Aug 26, 2022 22:13 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 5,000 $175.00 $875,000.00
Disclosure

SEC source: 0001209191-22-047754 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 205,000

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 · ownership.nature: The shares are held by the Makahakama Foundation.

Read SEC document
August 23, 2022 Filed Dec 13, 2022 00:37 UTC
Hornik DavidDirector
GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-060790 · doc4.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,402

F1 · shares: Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund.

Read SEC document
August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 300 $166.80 $50,040.99
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 210,000

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 $166.62 to $167.04 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

Read SEC document
August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,500 $165.71 $248,571.30
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 210,300

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 $165.44 to $166.11 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

Read SEC document
August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,500 $164.88 $577,069.15
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 211,800

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 $164.44 to $165.43 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

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August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 4,520 $163.90 $740,843.82
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 215,300

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 $163.40 to $164.375 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

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August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 4,580 $163.13 $747,128.99
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 219,820

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 $162.40 to $163.39 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

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August 22, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 600 $161.93 $97,155.48
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 224,400

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 $161.37 to $162.22 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.

F3 · ownership.nature: The shares are held by the Makahakama Foundation.

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August 19, 2022 Filed Aug 23, 2022 21:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 8,682 $175.00 $1,519,350.00
Disclosure

SEC source: 0001209191-22-047238 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,226

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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August 11, 2022 Filed Aug 12, 2022 21:32 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 19,011 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-22-045672 · doc4.xml · derivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,551

Underlying: Common Stock · 19,011 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.

F2 · 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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August 11, 2022 Filed Aug 12, 2022 21:32 UTC Exercise / conversionCommon Stock 19,011 $5.26 $99,997.86
Disclosure

SEC source: 0001209191-22-045672 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,625

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
August 08, 2022 Filed Aug 10, 2022 21:55 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 19,260 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-22-045280 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,820

Underlying: Common Stock · 19,260 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.

F6 · 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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August 08, 2022 Filed Aug 10, 2022 21:55 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,772 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-22-045280 · doc4.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,562

Underlying: Common Stock · 4,772 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.

F5 · 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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August 08, 2022 Filed Aug 10, 2022 21:55 UTC SaleCommon Stock 24,032 $145.20 $3,489,352.68
Disclosure

SEC source: 0001209191-22-045280 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,614

F2 · 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 $145.00 to $145.90 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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August 08, 2022 Filed Aug 10, 2022 21:55 UTC Exercise / conversionCommon Stock 19,260 $8.76 $168,717.60
Disclosure

SEC source: 0001209191-22-045280 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,646

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
August 08, 2022 Filed Aug 10, 2022 21:55 UTC Exercise / conversionCommon Stock 4,772 $5.26 $25,100.72
Disclosure

SEC source: 0001209191-22-045280 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,386

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: The balance reflects an adjusted amount of 60,000 shares reported on the Form 4A, filed on 7/20/22.

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August 08, 2022 Filed Aug 10, 2022 21:34 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 125 $0.00 Strike: $69.37 $0.00
Disclosure

SEC source: 0001209191-22-045264 · doc4.xml · derivative · entry 5

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,092

Underlying: Common Stock · 125 shares

Expires 2030-05-27

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 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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August 08, 2022 Filed Aug 10, 2022 21:34 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,686 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-22-045264 · doc4.xml · derivative · entry 4

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,623

Underlying: Common Stock · 4,686 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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August 08, 2022 Filed Aug 10, 2022 21:34 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 5,504 $150.00 $825,600.00
Disclosure

SEC source: 0001209191-22-045264 · doc4.xml · nonDerivative · entry 3

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,100

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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August 08, 2022 Filed Aug 10, 2022 21:34 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 125 $69.37 $8,671.25
Disclosure

SEC source: 0001209191-22-045264 · doc4.xml · nonDerivative · entry 2

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,604

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
August 08, 2022 Filed Aug 10, 2022 21:34 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 4,686 $11.20 $52,483.20
Disclosure

SEC source: 0001209191-22-045264 · doc4.xml · nonDerivative · entry 1

Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,479

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
July 30, 2022 Filed Aug 2, 2022 00:29 UTC
Lacerte Rene A.Director · President and CEO
GrantRestricted Stock Units · Derivative 85,742 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-043784 · doc4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,742

Underlying: Common Stock · 85,742 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 August 28, 2022, 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, 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.