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BILL

BILL Holdings, Inc.

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3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

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

Latest available

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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
September 30, 2020 Filed Oct 2, 2020 21:14 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 11,678 $100.82 $1,177,373.62
Disclosure

SEC source: 0001209191-20-053252 · doc4.xml · nonDerivative · entry 3

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,114

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 $100.43 to $101.42 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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September 30, 2020 Filed Oct 2, 2020 21:14 UTC
Chung BoraChief Experience Officer
SaleCommon Stock 3,499 $100.10 $350,236.25
Disclosure

SEC source: 0001209191-20-053252 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,792

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 $99.43 to $100.40 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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September 30, 2020 Filed Oct 2, 2020 21:14 UTC
Chung BoraChief Experience Officer
Exercise / conversionCommon Stock 22,500 $8.76 $197,100.00
Disclosure

SEC source: 0001209191-20-053252 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · Chief Experience Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,291

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
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 6,000 $0.00 Strike: $2.48 $0.00
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,001

Underlying: Common Stock · 6,000 shares

Expires 2026-10-18

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: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares 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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September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 200 $102.36 $20,471.00
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,646

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 $102.32 to $102.39 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
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 2,812 $101.59 $285,660.96
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,846

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 $101.07 to $102.05 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
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,209 $100.27 $121,229.21
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,658

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

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.06 to $100.96 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
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,180 $99.33 $117,210.11
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,867

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 $98.86 to $99.79 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
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 599 $98.13 $58,779.27
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,047

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 $97.75 to $98.74 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.

Read SEC document
September 29, 2020 Filed Sep 30, 2020 22:41 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 6,000 $2.48 $14,880.00
Disclosure

SEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,646

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

Read SEC document
September 29, 2020 Filed Oct 1, 2020 21:09 UTC GrantRestricted Stock Units · Derivative 3,443 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-052673 · doc4.xml · derivative · entry 1

Kline Katherine M. A. · CIK 0001753616 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,443

Underlying: Common Stock · 3,443 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 and has no expiration date.

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

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September 29, 2020 Filed Oct 1, 2020 21:06 UTC GrantRestricted Stock Units · Derivative 3,443 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-052667 · doc4.xml · derivative · entry 1

Taylor Colleen · CIK 0001824800 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,443

Underlying: Common Stock · 3,443 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 and has no expiration date.

F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares on each of November 28, 2021, November 28, 2022 and November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.

F1 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

Read SEC document
September 28, 2020 Filed Sep 30, 2020 22:30 UTC
Clayton Thomas J.Chief Revenue Officer
GrantRestricted Stock Unit · Derivative 51,504 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-052507 · doc4.xml · derivative · entry 2

Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,504

Underlying: Common Stock · 51,504 shares

Expires not disclosed

F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

F3 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on November 28, 2021 and thereafter 6.25% of the total shares vest quarterly until such time as the RSUs are 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date.

Read SEC document
September 28, 2020 Filed Sep 30, 2020 22:30 UTC
Clayton Thomas J.Chief Revenue Officer
GrantEmployee Stock Option (Right to Buy) · Derivative 32,190 $0.00 Strike: $97.54 $0.00
Disclosure

SEC source: 0001209191-20-052507 · doc4.xml · derivative · entry 1

Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,190

Underlying: Common Stock · 32,190 shares

Expires 2030-09-27

F1 · derivative.exercise_date: The option vests as to 25% of the total shares on November 28, 2021 and thereafter 6.25% of the total shares vest quarterly 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,563 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,992

Underlying: Common Stock · 1,563 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.

F8 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 521 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,980

Underlying: Common Stock · 521 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.

F7 · 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 3,916 $0.00 Strike: $2.48 $0.00
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,001

Underlying: Common Stock · 3,916 shares

Expires 2026-10-18

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 25% on August 22, 2017 and thereafter vests 1/48th of the total shares 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 600 $90.08 $54,049.02
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,646

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 $89.99 to $90.22 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,200 $88.77 $106,518.00
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,246

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 $88.56 to $89.54 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 2,039 $87.85 $179,121.05
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,446

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 $87.47 to $88.30 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 2,161 $86.84 $187,670.53
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,485

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 $86.37 to $87.33 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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 1,563 $11.20 $17,505.60
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,646

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

Read SEC document
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 521 $5.26 $2,740.46
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,083

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
September 15, 2020 Filed Sep 17, 2020 22:50 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 3,916 $2.48 $9,711.68
Disclosure

SEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,562

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
September 15, 2020 Filed Sep 17, 2020 22:49 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: 0001209191-20-051023 · doc4.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,500

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.

F10 · derivative.exercise_date: The option is fully vested and exercisable.

Read SEC document
September 15, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 700 $89.87 $62,908.02
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,781

F4 · 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 $89.42 to $90.05 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
September 15, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 2,192 $88.74 $194,508.22
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,481

F4 · 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 $88.37 to $89.23 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
September 15, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,227 $87.85 $283,483.88
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,673

F4 · 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 $87.37 to $88.36 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
September 15, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,881 $86.81 $336,926.69
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,900

F4 · 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 $86.35 to $87.31 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.

Read SEC document
September 15, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 10,000 $2.38 $23,800.00
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,781

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

Read SEC document
September 11, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
GiftCommon Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 175,000

F3 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.

Read SEC document
September 11, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
GiftCommon Stock 75,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 175,000

F2 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.

Read SEC document
September 11, 2020 Filed Sep 17, 2020 22:49 UTC
Lacerte Rene A.Director · President and CEO
GiftCommon Stock 150,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-051023 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,389,999

F1 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

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September 10, 2020 Filed Sep 10, 2020 19:42 UTC SaleCommon Stock 4,600 $94.40 $434,240.92
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 6

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,461

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.09 to $94.78 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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September 10, 2020 Filed Sep 11, 2020 17:11 UTC
JACOBS BRIANDirector
OtherCommon Stock 70,791 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-050171 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 268,083

F1 · kind: On August 28, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

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September 09, 2020 Filed Sep 10, 2020 19:42 UTC SaleCommon Stock 4,900 $87.84 $430,399.34
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 5

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,061

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.49 to $88.125 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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September 09, 2020 Filed Sep 10, 2020 19:42 UTC SaleCommon Stock 2,586 $86.81 $224,481.87
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 4

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,961

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.45 to $87.44 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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September 09, 2020 Filed Sep 10, 2020 19:42 UTC SaleCommon Stock 7,514 $85.98 $646,042.45
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 3

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,547

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.445 to $86.43 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.

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September 04, 2020 Filed Sep 9, 2020 21:54 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 72,920 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,080

Underlying: Common Stock · 72,920 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.

F10 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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September 04, 2020 Filed Sep 9, 2020 21:54 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 38,223 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 100,001

Underlying: Common Stock · 38,223 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.

F9 · 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 2,400 $90.04 $216,094.56
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,689

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.81 to $90.42 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 1,800 $88.80 $159,838.02
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,089

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.70 to $89.24 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 10,010 $88.01 $881,016.14
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,889

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.65 to $88.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 31,956 $87.15 $2,785,019.73
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,899

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.65 to $87.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 19,317 $86.10 $1,663,199.50
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 184,855

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.63 to $86.62 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 26,383 $85.19 $2,247,646.92
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,172

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.63 to $85.61 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 10,992 $84.15 $924,924.04
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,555

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.62 to $84.61 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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC SaleCommon Stock 8,285 $83.15 $688,891.12
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 241,547

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.62 to $83.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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September 04, 2020 Filed Sep 9, 2020 21:54 UTC Exercise / conversionCommon Stock 72,920 $8.76 $638,779.20
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 249,832

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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September 04, 2020 Filed Sep 9, 2020 21:54 UTC Exercise / conversionCommon Stock 38,223 $5.26 $201,052.98
Disclosure

SEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 176,912

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