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NYSE · USD

BILL

BILL Holdings, Inc.

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3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

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

Latest available

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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 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,100 $181.78 $199,957.01
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,557

F3 · 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 $181.48 to $182.15 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
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 800 $180.71 $144,569.04
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,657

F3 · 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 $180.45 to $181.08 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
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,902 $179.96 $342,280.69
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,457

F3 · 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 $179.38 to $180.30 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
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 3,162 $178.90 $565,673.90
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,359

F3 · 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 $178.21 to $179.20 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
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 700 $177.56 $124,292.00
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,521

F3 · 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 $177.20 to $178.06 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 200 $176.14 $35,228.00
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,221

F3 · 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
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 1,250 $69.37 $86,712.50
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,421

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

Read SEC document
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 6,252 $11.20 $70,022.40
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,171

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

Read SEC document
February 08, 2021 Filed Feb 10, 2021 22:12 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 1,562 $5.26 $8,216.12
Disclosure

SEC source: 0001209191-21-009317 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,919

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

Read SEC document
February 05, 2021 Filed Nov 19, 2021 17:07 UTC OtherCommon Stock 326 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 2

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,567

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

Read SEC document
February 05, 2021 Filed Nov 19, 2021 17:07 UTC OtherCommon Stock 924 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,893

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

Read SEC document
February 03, 2021 Filed Feb 6, 2021 00:05 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 15,000 $0.00 Strike: $1.72 $0.00
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,000

Underlying: Common Stock · 15,000 shares

Expires 2024-06-09

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

F7 · derivative.exercise_date: This option is fully vested and exercisable.

Read SEC document
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 200 $137.76 $27,552.00
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,000

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

Read SEC document
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 200 $136.62 $27,323.00
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,200

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 $136.21 to $137.02 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
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 1,566 $135.54 $212,250.94
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,400

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

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $135.06 to $136.05 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
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 6,125 $134.35 $822,919.48
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,966

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 $134.03 to $135.01 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
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 5,709 $133.46 $761,919.14
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,091

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 $133.02 to $134.01 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
February 03, 2021 Filed Feb 6, 2021 00:05 UTC SaleCommon Stock 1,200 $132.65 $159,178.56
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,800

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

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $132.01 to $132.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 03, 2021 Filed Feb 6, 2021 00:05 UTC Exercise / conversionCommon Stock 15,000 $1.72 $25,800.00
Disclosure

SEC source: 0001209191-21-008309 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

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
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 14,716 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · derivative · entry 7

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,284

Underlying: Common Stock · 14,716 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.

F6 · 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.

Read SEC document
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 7,784 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · derivative · entry 6

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 194,386

Underlying: Common Stock · 7,784 shares

Expires 2029-02-12

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

F5 · derivative.exercise_date: The option 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.

Read SEC document
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 2,516 $130.13 $327,416.14
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · nonDerivative · entry 5

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,559

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 $129.97 to $130.41 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
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 10,833 $129.43 $1,402,165.02
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · nonDerivative · entry 4

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,075

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 $128.96 to $129.95 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.

Read SEC document
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 9,151 $128.65 $1,177,320.07
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · nonDerivative · entry 3

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,908

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 $127.95 to $128.94 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
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 14,716 $11.20 $164,819.20
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,059

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

Read SEC document
January 20, 2021 Filed Jan 22, 2021 23:57 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 7,784 $8.76 $68,187.84
Disclosure

SEC source: 0001209191-21-004970 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,343

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
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $2.38 $0.00
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,500

Underlying: Common Stock · 10,000 shares

Expires 2025-02-03

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.

F9 · derivative.exercise_date: The option is fully vested and exercisable.

Read SEC document
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 100 $130.82 $13,082.00
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,022

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
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $129.88 $90,916.98
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,122

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 $129.70 to $130.15 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
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,338 $128.72 $429,663.02
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,822

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 $128.41 to $129.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 5,862 $127.94 $750,008.90
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,160

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 $127.39 to $128.36 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
January 15, 2021 Filed Jan 19, 2021 22:56 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 $2.38 $23,800.00
Disclosure

SEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,022

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
January 08, 2021 Filed Feb 10, 2021 18:07 UTC OtherCommon Stock 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009384 · doc4.xml · nonDerivative · entry 2

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 5,000

F1 · kind: Under the governing documents of Scale Venture Partners IV, LP ("ScaleVP IV LP"), the fund that the Reporting Person represents on the Issuer's board of directors, the shares were transferred to Scale Management, LLC ("ScaleMgt"). The Reporting Person did not receive any consideration in connection with such transfer.

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.

Read SEC document
January 08, 2021 Filed Feb 10, 2021 18:07 UTC OtherCommon Stock 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-009384 · 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 fund that the Reporting Person represents on the Issuer's board of directors, the shares were transferred to Scale Management, LLC ("ScaleMgt"). The Reporting Person did not receive any consideration in connection with such transfer.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 23:50 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 15,000 $0.00 Strike: $1.72 $0.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,000

Underlying: Common Stock · 15,000 shares

Expires 2024-06-09

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.

F12 · derivative.exercise_date: This option is fully vested and exercisable.

Read SEC document
January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 300 $144.00 $43,200.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,000

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

F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.82 to $144.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 998 $143.15 $142,864.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,300

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

F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $142.78 to $143.74 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 1,400 $142.12 $198,969.12
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,298

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 $141.73 to $142.72 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 600 $141.24 $84,745.02
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,698

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 $140.72 to $141.65 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 700 $139.93 $97,950.02
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,298

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 $139.55 to $140.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 1,600 $138.96 $222,336.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,998

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 $138.47 to $139.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 3,959 $137.75 $545,359.38
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,598

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 $137.40 to $138.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 4,143 $136.90 $567,187.06
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,557

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 $136.37 to $137.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 1,000 $135.90 $135,904.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,700

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 $135.37 to $136.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC SaleCommon Stock 300 $134.35 $40,305.99
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,700

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 $134.08 to $134.55 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 04, 2021 Filed Jan 6, 2021 23:50 UTC Exercise / conversionCommon Stock 15,000 $1.72 $25,800.00
Disclosure

SEC source: 0001209191-21-002346 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,000

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

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January 01, 2021 Filed Jan 5, 2021 18:12 UTC Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-001532 · 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 · 1,250 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 vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F3 · derivative.expiration_date: The RSUs vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

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January 01, 2021 Filed Jan 5, 2021 18:12 UTC Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-001532 · doc4.xml · nonDerivative · entry 2

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,817

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.

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January 01, 2021 Filed Jan 5, 2021 18:15 UTC
JACOBS BRIANDirector
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-001546 · doc4.xml · derivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,250 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 vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F3 · derivative.expiration_date: The RSUs vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

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January 01, 2021 Filed Jan 5, 2021 18:15 UTC
JACOBS BRIANDirector
Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-001546 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

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