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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
July 01, 2020 Filed Jul 2, 2020 18:31 UTC Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040650 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,439

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
July 01, 2020 Filed Jul 2, 2020 18:18 UTC Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040633 · doc4.xml · derivative · entry 3

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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 shall vest 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:18 UTC Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040633 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,668

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
July 01, 2020 Filed Jul 2, 2020 18:18 UTC Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040631 · doc4.xml · derivative · entry 3

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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 shall vest 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:18 UTC Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040631 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,668

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
July 01, 2020 Filed Jul 2, 2020 18:37 UTC
JACOBS BRIANDirector
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040657 · doc4.xml · derivative · entry 6

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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.

F6 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F6 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:37 UTC
JACOBS BRIANDirector
Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040657 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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
July 01, 2020 Filed Jul 2, 2020 18:14 UTC
Chao David KDirector
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040628 · doc4.xml · derivative · entry 4

Chao David K · CIK 0001347096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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.

F4 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F4 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:14 UTC
Chao David KDirector
Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040628 · doc4.xml · nonDerivative · entry 1

Chao David K · CIK 0001347096 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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
July 01, 2020 Filed Jul 2, 2020 18:40 UTC Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040658 · doc4.xml · derivative · entry 4

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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.

F5 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F5 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F2 · ownership.direct: Pursuant to the policies of Scale Venture Partners IV, LP, Scale Venture Management IV, LLC and Scale Management, LLC ("Scale Management"), the reporting person is deemed to hold the reported RSUs for the benefit of Scale Management. Scale Management may be deemed the indirect beneficial owner of the RSUs.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:40 UTC Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040658 · doc4.xml · nonDerivative · entry 1

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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.

F2 · ownership.direct: Pursuant to the policies of Scale Venture Partners IV, LP, Scale Venture Management IV, LLC and Scale Management, LLC ("Scale Management"), the reporting person is deemed to hold the reported RSUs for the benefit of Scale Management. Scale Management may be deemed the indirect beneficial owner of the RSUs.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 22:34 UTC
Hornik DavidDirector
Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040655 · doc4.xml · derivative · entry 3

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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 shall vest 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 22:34 UTC
Hornik DavidDirector
Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040655 · doc4.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,944

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
June 23, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 5,310 $0.00 Strike: $2.38 $0.00
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 187,500

Underlying: Common Stock · 5,310 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.

F8 · derivative.exercise_date: The option is fully vested and exercisable.

Read SEC document
June 23, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 5,310 $85.49 $453,939.16
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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 $85.00 to $85.98 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
June 23, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 5,310 $2.38 $12,637.80
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,310

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
June 23, 2020 Filed Jun 25, 2020 22:13 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 28,689 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-20-038983 · doc4.xml · derivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 138,224

Underlying: Common Stock · 28,689 shares

Expires 2028-08-01

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

F2 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
June 23, 2020 Filed Jun 25, 2020 22:13 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 47,916 $0.00 Strike: $2.48 $0.00
Disclosure

SEC source: 0001209191-20-038983 · doc4.xml · derivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,084

Underlying: Common Stock · 47,916 shares

Expires 2026-07-27

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.

F1 · derivative.exercise_date: The option vested 25% of the total shares on July 27, 2017 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
June 23, 2020 Filed Jun 25, 2020 22:13 UTC Exercise / conversionCommon Stock 28,689 $5.26 $150,904.14
Disclosure

SEC source: 0001209191-20-038983 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 136,605

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
June 23, 2020 Filed Jun 25, 2020 22:13 UTC Exercise / conversionCommon Stock 47,916 $2.48 $118,831.68
Disclosure

SEC source: 0001209191-20-038983 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,916

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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 14,000 $0.00 Strike: $11.20 $0.00
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,000

Underlying: Common Stock · 14,000 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.

F9 · 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 761 $88.38 $67,253.38
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,297

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 $87.97 to $88.73 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 2,927 $87.16 $255,127.56
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,058

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 $86.81 to $87.69 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 4,249 $86.46 $367,387.66
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,985

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 $85.80 to $86.79 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,500 $84.96 $127,435.05
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,234

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 $84.56 to $85.43 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 300 $83.86 $25,156.53
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,734

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 $83.50 to $84.05 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 1,338 $82.78 $110,761.25
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,034

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 $82.31 to $83.14 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 2,925 $81.75 $239,109.39
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,372

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 $81.30 to $82.27 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
June 23, 2020 Filed Jun 25, 2020 22:09 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 14,000 $11.20 $156,800.00
Disclosure

SEC source: 0001209191-20-038980 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,297

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
June 23, 2020 Filed Jun 25, 2020 22:10 UTC
Chung BoraSVP of Products
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 3,000 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-20-038981 · doc4.xml · derivative · entry 3

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 360,000

Underlying: Common Stock · 3,000 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.

Read SEC document
June 23, 2020 Filed Jun 25, 2020 22:10 UTC
Chung BoraSVP of Products
SaleCommon Stock 3,000 $88.00 $264,000.00
Disclosure

SEC source: 0001209191-20-038981 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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
June 23, 2020 Filed Jun 25, 2020 22:10 UTC
Chung BoraSVP of Products
Exercise / conversionCommon Stock 3,000 $8.76 $26,280.00
Disclosure

SEC source: 0001209191-20-038981 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,000

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
June 22, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 24,690 $0.00 Strike: $2.38 $0.00
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,810

Underlying: Common Stock · 24,690 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.

F8 · derivative.exercise_date: The option is fully vested and exercisable.

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June 22, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 24,690 $85.19 $2,103,365.79
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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 $85.00 to $85.69 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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June 22, 2020 Filed Jun 24, 2020 22:38 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 24,690 $2.38 $58,762.20
Disclosure

SEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,690

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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June 16, 2020 Filed Jun 18, 2020 00:26 UTC
Chung BoraSVP of Products
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 12,000 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-20-037465 · doc4.xml · derivative · entry 5

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 363,000

Underlying: Common Stock · 12,000 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.

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June 16, 2020 Filed Jun 18, 2020 00:26 UTC
Chung BoraSVP of Products
SaleCommon Stock 2,199 $77.87 $171,230.85
Disclosure

SEC source: 0001209191-20-037465 · doc4.xml · nonDerivative · entry 4

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

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 $77.69 to $78.22 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.

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June 16, 2020 Filed Jun 18, 2020 00:26 UTC
Chung BoraSVP of Products
SaleCommon Stock 5,913 $77.13 $456,098.07
Disclosure

SEC source: 0001209191-20-037465 · doc4.xml · nonDerivative · entry 3

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,199

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 $76.68 to $77.66 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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June 16, 2020 Filed Jun 18, 2020 00:26 UTC
Chung BoraSVP of Products
SaleCommon Stock 3,888 $76.24 $296,428.12
Disclosure

SEC source: 0001209191-20-037465 · doc4.xml · nonDerivative · entry 2

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,112

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 $75.67 to $76.66 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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June 16, 2020 Filed Jun 18, 2020 00:26 UTC
Chung BoraSVP of Products
Exercise / conversionCommon Stock 12,000 $8.76 $105,120.00
Disclosure

SEC source: 0001209191-20-037465 · doc4.xml · nonDerivative · entry 1

Chung Bora · CIK 0001795501 · SVP of Products

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,000

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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June 15, 2020 Filed Jun 17, 2020 16:59 UTC SaleCommon Stock 686,722 $74.25 $50,989,108.50
Disclosure

SEC source: 0001209191-20-037304 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,716,806

F1 · ownership.nature: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

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June 15, 2020 Filed Jun 17, 2020 17:08 UTC SaleCommon Stock 569,135 $74.25 $42,258,273.75
Disclosure

SEC source: 0001209191-20-037326 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,758,082

F1 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P.

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June 15, 2020 Filed Jun 17, 2020 16:54 UTC
JACOBS BRIANDirector
SaleCommon Stock 85,862 $74.25 $6,375,253.50
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 698,200

F3 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

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June 15, 2020 Filed Jun 17, 2020 16:54 UTC
JACOBS BRIANDirector
SaleCommon Stock 240,142 $74.25 $17,830,543.50
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,952,730

F2 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

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June 15, 2020 Filed Jun 17, 2020 16:54 UTC
JACOBS BRIANDirector
SaleCommon Stock 23,996 $74.25 $1,781,703.00
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 195,124

F1 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

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June 15, 2020 Filed Jun 17, 2020 16:46 UTC
Chao David KDirector
SaleCommon Stock 975,200 $74.25 $72,408,600.00
Disclosure

SEC source: 0001209191-20-037285 · doc4.xml · nonDerivative · entry 2

Chao David K · CIK 0001347096 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 5,829,177

F2 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities.

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June 15, 2020 Filed Jun 17, 2020 16:46 UTC
Chao David KDirector
SaleCommon Stock 24,800 $74.25 $1,841,400.00
Disclosure

SEC source: 0001209191-20-037285 · doc4.xml · nonDerivative · entry 1

Chao David K · CIK 0001347096 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 148,238

F1 · ownership.nature: The shares are held by DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities.

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June 15, 2020 Filed Jun 17, 2020 17:04 UTC SaleCommon Stock 844,143 $74.25 $62,677,617.75
Disclosure

SEC source: 0001209191-20-037315 · doc4.xml · nonDerivative · entry 1

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,797,784

F1 · ownership.nature: The shares are held by Scale Venture Partners IV, L.P. ("ScaleIV LP"). Scale Venture Management IV, LLC ("ScaleVM LLC") is the general partner of Scale Venture Management IV, LP, the general partner of ScaleIV LP. ScaleVM LLC, the ultimate general partner of ScaleIV LP, has sole voting and dispositive power with respect to the shares held by ScaleIV LP. Rory O'Driscoll, a member of the Issuer's board of directors, Stacey Bishop, and Andrew Vitus are managers of ScaleVM LLC and share voting and dispositive power with respect to the shares held by ScaleIV LP.

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June 15, 2020 Filed Jun 17, 2020 20:49 UTC
Hornik DavidDirector
SaleCommon Stock 500,000 $74.25 $37,125,000.00
Disclosure

SEC source: 0001209191-20-037288 · doc4.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 4,022,021

F1 · ownership.nature: Held by August Capital V, L.P. ("August Capital"). August Capital Management V, L.L.C. ("ACM V") is the general partner of August Capital and may be deemed to have sole voting power and sole investment power over the shares held by August Capital. David Hornik, a member of the Issuer's board of directors, and Howard Hartenbaum are the members of ACM V and may be deemed to have shared voting and investment power with respect to the shares held by August Capital. Each such person and entity disclaims the existence of a "group" and disclaims beneficial ownership of any securities, except to the extent of such person's or entity's pecuniary interest in such securities.

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June 11, 2020 Filed Jun 12, 2020 22:43 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 13,460 $0.00 Strike: $1.72 $0.00
Disclosure

SEC source: 0001209191-20-036430 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,000

Underlying: Common Stock · 13,460 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.

F4 · derivative.exercise_date: This option is fully vested and exercisable.

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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.