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BILL

BILL Holdings, Inc.

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Tapewire entity
3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202501
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202600
Aug 202601
Sep 2026012
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 8,310 $0.00 $0.00
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 13

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,096

Underlying: Common Stock · 8,310 shares

Expires not disclosed

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

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

F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

F12 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 3,658 $0.00 $0.00
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 12

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,947

Underlying: Common Stock · 3,658 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionRestricted Stock Unit · Derivative 5,359 $0.00 $0.00
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · derivative · entry 11

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,718

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 November 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Tax withholdingCommon Stock 12,649 $44.19 $558,959.31
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 3

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,465

F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 6,661 Not disclosed Not disclosed
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 2

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 114,114

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

F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
February 28, 2026 Filed Mar 3, 2026 22:28 UTC
Lacerte Rene A.Director · CEO
Exercise / conversionCommon Stock 24,627 Not disclosed Not disclosed
Disclosure

SEC source: 0001795497-26-000001 · form4-03032026_100342.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,453

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
January 15, 2026 Filed Jan 20, 2026 16:25 UTC
Gohman KeriDirector
Exercise / conversionRestricted Stock Units · Derivative 1,531 $0.00 $0.00
Disclosure

SEC source: 0002052142-26-000001 · form4-01202026_090159.xml · derivative · entry 2

Gohman Keri · CIK 0002052142 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,062

Underlying: Common Stock · 1,531 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
January 15, 2026 Filed Jan 20, 2026 16:25 UTC
Gohman KeriDirector
Exercise / conversionCommon Stock 1,531 Not disclosed Not disclosed
Disclosure

SEC source: 0002052142-26-000001 · form4-01202026_090159.xml · nonDerivative · entry 1

Gohman Keri · CIK 0002052142 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,531

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
January 15, 2026 Filed Jan 20, 2026 16:25 UTC Exercise / conversionRestricted Stock Units · Derivative 1,531 $0.00 $0.00
Disclosure

SEC source: 0001583139-26-000001 · form4-01202026_090145.xml · derivative · entry 2

Wernikoff Daniel A · CIK 0001583139 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,062

Underlying: Common Stock · 1,531 shares

Expires not disclosed

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

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

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
January 15, 2026 Filed Jan 20, 2026 16:25 UTC Exercise / conversionCommon Stock 1,531 Not disclosed Not disclosed
Disclosure

SEC source: 0001583139-26-000001 · form4-01202026_090145.xml · nonDerivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,531

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
December 11, 2025 Filed Dec 15, 2025 19:10 UTC
Gohman KeriDirector
GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0002052142-25-000002 · form4-12162025_121228.xml · derivative · entry 1

Gohman Keri · CIK 0002052142 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:05 UTC GrantRestricted Stock Units · Derivative 7,278 $0.00 $0.00
Disclosure

SEC source: 0001817767-25-000004 · form4-12162025_121235.xml · derivative · entry 1

DERSE NATALIE MARIE · CIK 0001817767 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,278

Underlying: Common Stock · 7,278 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 as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:11 UTC
ALVAREZ AIDADirector
GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001268885-25-000007 · form4-12162025_121210.xml · derivative · entry 1

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:06 UTC
Hornik DavidDirector
GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001547378-25-000003 · form4-12162025_121232.xml · derivative · entry 1

Hornik David · CIK 0001547378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 15, 2025 19:07 UTC GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001583139-25-000003 · form4-12162025_121223.xml · derivative · entry 1

Wernikoff Daniel A · CIK 0001583139 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:09 UTC GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001603473-25-000003 · form4-12162025_121248.xml · derivative · entry 1

Mnookin Allison · CIK 0001603473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:18 UTC GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001753616-25-000005 · form4-12162025_121203.xml · derivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:08 UTC
Reich TinaDirector
GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001933693-25-000004 · form4-12162025_121244.xml · derivative · entry 1

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:08 UTC GrantRestricted Stock Units · Derivative 3,639 $0.00 $0.00
Disclosure

SEC source: 0001951664-25-000006 · form4-12162025_121202.xml · derivative · entry 1

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,639

Underlying: Common Stock · 3,639 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 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.

F2 · 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.

Read SEC document
December 11, 2025 Filed Dec 16, 2025 00:04 UTC GrantRestricted Stock Units · Derivative 7,278 $0.00 $0.00
Disclosure

SEC source: 0001800698-25-000005 · form4-12162025_121208.xml · derivative · entry 1

Johnson Elizabeth S. · CIK 0001800698 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,278

Underlying: Common Stock · 7,278 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 as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:21 UTC
ALVAREZ AIDADirector
Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001268885-25-000006 · form4-12092025_091238.xml · derivative · entry 2

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:21 UTC
ALVAREZ AIDADirector
Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001268885-25-000006 · form4-12092025_091238.xml · nonDerivative · entry 1

ALVAREZ AIDA · CIK 0001268885 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,207

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
December 05, 2025 Filed Dec 9, 2025 16:20 UTC Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001254015-25-000003 · form4-12092025_091255.xml · derivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 16:20 UTC Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001254015-25-000003 · form4-12092025_091255.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,537

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
December 05, 2025 Filed Dec 9, 2025 16:25 UTC
JACOBS BRIANDirector
Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001257430-25-000003 · form4-12092025_091203.xml · derivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F3 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 16:25 UTC
JACOBS BRIANDirector
Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001257430-25-000003 · form4-12092025_091203.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,537

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
December 05, 2025 Filed Dec 9, 2025 21:24 UTC
Hornik DavidDirector
Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001547378-25-000002 · form4-12092025_091228.xml · derivative · entry 3

Hornik David · CIK 0001547378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F3 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:24 UTC
Hornik DavidDirector
Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001547378-25-000002 · form4-12092025_091228.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,986

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
December 05, 2025 Filed Dec 9, 2025 21:23 UTC Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001603473-25-000002 · form4-12092025_091238.xml · derivative · entry 2

Mnookin Allison · CIK 0001603473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:23 UTC Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001603473-25-000002 · form4-12092025_091238.xml · nonDerivative · entry 1

Mnookin Allison · CIK 0001603473 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,537

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

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

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December 05, 2025 Filed Dec 9, 2025 21:22 UTC Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001753616-25-000003 · form4-12092025_091219.xml · derivative · entry 2

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

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December 05, 2025 Filed Dec 9, 2025 21:22 UTC Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001753616-25-000003 · form4-12092025_091219.xml · nonDerivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,027

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
December 05, 2025 Filed Dec 9, 2025 21:26 UTC
Reich TinaDirector
Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001933693-25-000003 · form4-12092025_091221.xml · derivative · entry 2

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

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December 05, 2025 Filed Dec 9, 2025 21:26 UTC
Reich TinaDirector
Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001933693-25-000003 · form4-12092025_091221.xml · nonDerivative · entry 1

Reich Tina · CIK 0001933693 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,482

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
December 05, 2025 Filed Dec 9, 2025 21:25 UTC Exercise / conversionRestricted Stock Units · Derivative 2,095 $0.00 $0.00
Disclosure

SEC source: 0001951664-25-000005 · form4-12092025_091239.xml · derivative · entry 2

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025.

F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025.

Read SEC document
December 05, 2025 Filed Dec 9, 2025 21:25 UTC Exercise / conversionCommon Stock 2,095 Not disclosed Not disclosed
Disclosure

SEC source: 0001951664-25-000005 · form4-12092025_091239.xml · nonDerivative · entry 1

Wagonfeld Alison · CIK 0001951664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,134

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
December 05, 2025 Filed Dec 9, 2025 21:20 UTC
Lacerte Rene A.Director · CEO
GiftCommon Stock 15,190 $0.00 $0.00
Disclosure

SEC source: 0001795497-25-000006 · form4-12092025_091208.xml · nonDerivative · entry 1

Lacerte Rene A. · CIK 0001795497 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 99,593

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

F2 · ownership.nature: The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

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December 04, 2025 Filed Dec 5, 2025 22:27 UTC GiftCommon Stock 10,500 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000006 · form4-12052025_101206.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 69,974

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

F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.

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December 02, 2025 Filed Dec 4, 2025 00:09 UTC
Cota GermaineSVP, FINANCE & ACCOUNTING
SaleCommon Stock 1,104 $51.23 $56,557.92
Disclosure

SEC source: 0001830532-25-000006 · form4-12042025_121210.xml · nonDerivative · entry 1

Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,812

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 February 25, 2025.

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November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Exercise / conversionRestricted Stock Units · Derivative 7,336 $0.00 $0.00
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 6

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,010

Underlying: Common Stock · 7,336 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 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F6 · derivative.expiration_date: The RSUs vest in 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

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November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Exercise / conversionPerformance Stock Units · Derivative 4,148 $0.00 $0.00
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 5

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,031

Underlying: Common Stock · 4,148 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F5 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F5 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Exercise / conversionRestricted Stock Unit · Derivative 7,450 $0.00 $0.00
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 4

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,959

Underlying: Common Stock · 7,450 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 as to 1/4th of the total shares on August 28, 2025, 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.

F4 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on August 28, 2025, 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.

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November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Tax withholdingCommon Stock 7,652 $50.15 $383,747.80
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 3

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,928

F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Exercise / conversionCommon Stock 4,148 Not disclosed Not disclosed
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 2

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,580

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

F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:06 UTC
Bowman Mary KaySee Remarks
Exercise / conversionCommon Stock 14,786 Not disclosed Not disclosed
Disclosure

SEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 1

Bowman Mary Kay · CIK 0002039683 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,432

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

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

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:04 UTC Exercise / conversionRestricted Stock Unit · Derivative 6,083 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 10

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,917

Underlying: Common Stock · 6,083 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 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

F10 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:04 UTC Exercise / conversionPerformance Stock Units · Derivative 5,710 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,964

Underlying: Common Stock · 5,710 shares

Expires not disclosed

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

F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

F9 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

F9 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:04 UTC Exercise / conversionRestricted Stock Unit · Derivative 7,122 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,348

Underlying: Common Stock · 7,122 shares

Expires not disclosed

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

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

F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:04 UTC Exercise / conversionRestricted Stock Unit · Derivative 2,613 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,289

Underlying: Common Stock · 2,613 shares

Expires not disclosed

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

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

F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
November 28, 2025 Filed Dec 2, 2025 21:04 UTC Exercise / conversionRestricted Stock Unit · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,861

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 November 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document

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