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BILL

BILL Holdings, Inc.

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Tapewire entity
3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

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

Latest available

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 22, 2021 Filed Feb 25, 2022 19:22 UTC OtherCommon Stock 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-013386 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,567

F1 · kind: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to an affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer.

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December 17, 2021 Filed Mar 11, 2022 21:25 UTC OtherCommon Stock 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018341 · doc4.xml · nonDerivative · entry 2

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 5,953

F1 · kind: Under the governing documents of Scale Venture Partners IV, LP ("ScaleVP IV LP"), the shares were transferred to Scale Management, LLC ("ScaleMgt").

F2 · 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 and Ariel Tseitlin, who all share voting and dispositive power with respect to the shares held by ScaleMgt.

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December 17, 2021 Filed Mar 11, 2022 21:25 UTC OtherCommon Stock 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-22-018341 · doc4.xml · nonDerivative · entry 1

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Under the governing documents of Scale Venture Partners IV, LP ("ScaleVP IV LP"), the shares were transferred to Scale Management, LLC ("ScaleMgt").

Read SEC document
December 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 938 $0.00 Strike: $69.37 $0.00
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · derivative · entry 7

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,375

Underlying: Common Stock · 938 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.

F4 · 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.

Read SEC document
December 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,041 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · derivative · entry 6

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,709

Underlying: Common Stock · 1,041 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.

F3 · derivative.exercise_date: The option vested 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 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,813 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · derivative · entry 5

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,750

Underlying: Common Stock · 7,813 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.

F2 · derivative.exercise_date: The option vested 25% of the total shares on December 10, 2019 and thereafter 1/48th of the total shares vest monthly 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 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 11,318 $236.94 $2,681,675.60
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · nonDerivative · entry 4

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,642

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

Read SEC document
December 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 938 $69.37 $65,069.06
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · nonDerivative · entry 3

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,960

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
December 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 1,041 $11.20 $11,659.20
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,022

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
December 16, 2021 Filed Dec 17, 2021 23:31 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 7,813 $8.76 $68,441.88
Disclosure

SEC source: 0001209191-21-070417 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,981

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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · derivative · entry 21

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,467

Underlying: Common Stock · 10,000 shares

Expires 2028-08-01

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

F17 · 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $250.38 $175,268.03
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,494

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

F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $250.24 to $250.63 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,383 $249.52 $345,087.54
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,194

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

F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $249.15 to $250.04 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.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $248.42 $173,896.03
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,577

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

F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $248.06 to $248.98 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 100 $246.97 $24,697.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,277

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

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 100 $245.79 $24,579.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,377

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

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 100 $243.91 $24,391.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,477

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

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 200 $241.98 $48,396.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,577

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

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.84 to $242.12 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $241.07 $168,746.97
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,777

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 $240.73 to $241.43 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.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 917 $239.96 $220,040.84
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,477

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 $239.59 to $240.58 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,900 $239.01 $454,119.95
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,394

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 $238.45 to $239.39 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $238.03 $166,621.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,294

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 $237.42 to $238.38 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 900 $236.89 $213,198.03
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,994

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 $236.36 to $237.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 900 $235.68 $212,115.96
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,894

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 $235.15 to $235.97 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
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $234.70 $164,286.99
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,794

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 $234.15 to $235.11 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.

Read SEC document
December 15, 2021 Filed Dec 17, 2021 23:24 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 $5.26 $52,600.00
Disclosure

SEC source: 0001209191-21-070415 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,494

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.

Read SEC document
December 13, 2021 Filed Dec 17, 2021 23:19 UTC GrantPerformance Stock Units · Derivative 50,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-070413 · doc4.xml · derivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,000

Underlying: Common Stock · 50,000 shares

Expires not disclosed

F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date.

F4 · derivative.exercise_date: Upon the achievement of three increasing price thresholds for the Common Stock between the date of grant and the fifth anniversary of the date of grant, the shares of Common Stock subject to the PSUs will be earned and will vest in three tranches: first, as to 30% of the PSUs, upon the achievement of an initial price threshold achieved no earlier than 12/13/2022; second, as to 40% of the PSUs, upon the achievement of an increased price threshold achieved no earlier than 12/13/2023; and lastly, as to the remaining 30% of the PSUs, upon the achievement of a further increased price threshold achieved no earlier than 12/13/2024. Once earned, the applicable PSUs will vest on the next vesting date of 02/28, 05/28, 08/28 or 11/28.

F4 · derivative.expiration_date: Upon the achievement of three increasing price thresholds for the Common Stock between the date of grant and the fifth anniversary of the date of grant, the shares of Common Stock subject to the PSUs will be earned and will vest in three tranches: first, as to 30% of the PSUs, upon the achievement of an initial price threshold achieved no earlier than 12/13/2022; second, as to 40% of the PSUs, upon the achievement of an increased price threshold achieved no earlier than 12/13/2023; and lastly, as to the remaining 30% of the PSUs, upon the achievement of a further increased price threshold achieved no earlier than 12/13/2024. Once earned, the applicable PSUs will vest on the next vesting date of 02/28, 05/28, 08/28 or 11/28.

Read SEC document
December 13, 2021 Filed Dec 17, 2021 23:19 UTC GrantRestricted Stock Units · Derivative 35,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-070413 · doc4.xml · derivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common Stock · 35,000 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 ("Common Stock").

F2 · 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.

F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
December 10, 2021 Filed Dec 10, 2021 17:49 UTC GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069112 · doc4.xml · nonDerivative · entry 2

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,520

F2 · 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
December 09, 2021 Filed Dec 10, 2021 17:40 UTC Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069107 · doc4.xml · derivative · entry 2

KIGHT PETER J · CIK 0001007734 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 shall be 100% vested on the earlier of (a) the date of the 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 the 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 09, 2021 Filed Dec 10, 2021 17:40 UTC Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069107 · doc4.xml · nonDerivative · entry 1

KIGHT PETER J · CIK 0001007734 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,592

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 09, 2021 Filed Dec 10, 2021 17:49 UTC Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069112 · doc4.xml · derivative · entry 3

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 shall be 100% vested on the earlier of (a) the date of the 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 the 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 09, 2021 Filed Dec 10, 2021 17:49 UTC Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069112 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 119,520

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 09, 2021 Filed Dec 10, 2021 17:33 UTC Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069102 · doc4.xml · derivative · entry 2

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 shall be 100% vested on the earlier of (a) the date of the 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 the 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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December 09, 2021 Filed Dec 10, 2021 17:33 UTC Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069102 · doc4.xml · nonDerivative · entry 1

CAKEBREAD STEVEN · CIK 0001254015 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 953

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 09, 2021 Filed Dec 10, 2021 17:37 UTC
JACOBS BRIANDirector
Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069106 · doc4.xml · derivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 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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December 09, 2021 Filed Dec 10, 2021 17:37 UTC
JACOBS BRIANDirector
Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069106 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,953

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 09, 2021 Filed Dec 10, 2021 18:52 UTC Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069124 · doc4.xml · derivative · entry 4

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 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.

F4 · 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.

F5 · ownership.direct: Pursuant to the policies of ScaleVP IV LP and Scale Management, LLC ("ScaleMgt"), the Reporting Person is deemed to hold the reported RSUs for the benefit of ScaleMgt. ScaleMgt may be deemed the indirect beneficial owner of the RSUs.

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December 09, 2021 Filed Dec 10, 2021 18:52 UTC Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069124 · doc4.xml · nonDerivative · entry 1

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 953

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 09, 2021 Filed Dec 10, 2021 22:35 UTC
Hornik DavidDirector
Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069104 · doc4.xml · derivative · entry 3

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 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 the 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 the 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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December 09, 2021 Filed Dec 10, 2021 22:35 UTC
Hornik DavidDirector
Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069104 · doc4.xml · nonDerivative · entry 2

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,402

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

Read SEC document
December 09, 2021 Filed Dec 10, 2021 17:34 UTC Exercise / conversionRestricted Stock Units · Derivative 636 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069103 · doc4.xml · derivative · entry 2

FISHER STEPHEN · CIK 0001567149 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,271

Underlying: Common Stock · 636 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.

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December 09, 2021 Filed Dec 10, 2021 17:34 UTC Exercise / conversionCommon Stock 636 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069103 · doc4.xml · nonDerivative · entry 1

FISHER STEPHEN · CIK 0001567149 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 636

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 09, 2021 Filed Dec 10, 2021 22:42 UTC Exercise / conversionRestricted Stock Units · Derivative 953 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-069109 · doc4.xml · derivative · entry 2

Mnookin Allison · CIK 0001603473 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 953 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 shall be 100% vested on the earlier of (a) the date of the 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 the 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 09, 2021 Filed Dec 10, 2021 22:42 UTC Exercise / conversionCommon Stock 953 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-069109 · doc4.xml · nonDerivative · entry 1

Mnookin Allison · CIK 0001603473 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 953

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 06, 2021 Filed Dec 8, 2021 19:14 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 1,079 $241.45 $260,526.92
Disclosure

SEC source: 0001209191-21-068610 · doc4.xml · nonDerivative · entry 2

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 800,289

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.01 to $241.91 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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December 06, 2021 Filed Dec 8, 2021 19:14 UTC
Murray Blake ThomasCEO, DivvyPay, LLC
SaleCommon Stock 2,839 $240.36 $682,379.48
Disclosure

SEC source: 0001209191-21-068610 · doc4.xml · nonDerivative · entry 1

Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 801,368

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $240.00 to $240.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member.

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December 06, 2021 Filed Dec 9, 2021 00:20 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,000 $0.00 Strike: $69.37 $0.00
Disclosure

SEC source: 0001209191-21-068612 · doc4.xml · derivative · entry 19

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,000

Underlying: Common Stock · 1,000 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.

F17 · 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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December 06, 2021 Filed Dec 9, 2021 00:20 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,500 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-068612 · doc4.xml · derivative · entry 18

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,000

Underlying: Common Stock · 1,500 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.

F16 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly 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 06, 2021 Filed Dec 9, 2021 00:20 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,000 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-21-068612 · doc4.xml · derivative · entry 17

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,989

Underlying: Common Stock · 4,000 shares

Expires 2028-08-01

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

F15 · 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.