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BILL

BILL Holdings, Inc.

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Tapewire entity
3940
SEC CIK
0001786352
Parsed reports
638

Last 12 months

Inside the activity.

0 purchase rows · 17 sale rows

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

Latest available

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 28, 2020 Filed Jun 1, 2020 21:08 UTC
Aji Rajesh A.General Counsel & CCO
GrantRestricted Stock Units · Derivative 15,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-033254 · doc4.xml · derivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Common Stock · 15,000 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.

F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

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May 28, 2020 Filed Jun 1, 2020 21:08 UTC
Aji Rajesh A.General Counsel & CCO
GrantEmployee Stock Option (Right to Buy) · Derivative 10,000 $0.00 Strike: $69.37 $0.00
Disclosure

SEC source: 0001209191-20-033254 · doc4.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common Stock · 10,000 shares

Expires 2030-05-27

F1 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

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May 27, 2020 Filed May 28, 2020 19:22 UTC
Chao David KDirector · 10% owner
SaleCommon Stock 2,828,080 $63.26 $178,904,340.80
Disclosure

SEC source: 0001209191-20-032750 · doc4.xml · nonDerivative · entry 2

Chao David K · CIK 0001347096 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 6,804,377

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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May 27, 2020 Filed May 28, 2020 19:22 UTC
Chao David KDirector · 10% owner
SaleCommon Stock 71,920 $63.26 $4,549,659.20
Disclosure

SEC source: 0001209191-20-032750 · doc4.xml · nonDerivative · entry 1

Chao David K · CIK 0001347096 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 173,038

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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May 27, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 33,087 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 166,913

Underlying: Common Stock · 33,087 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.

F11 · 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
May 27, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 177,473 $0.00 Strike: $1.72 $0.00
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,000

Underlying: Common Stock · 177,473 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.

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

Read SEC document
May 27, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 2,310 $65.02 $150,197.82
Disclosure

SEC source: 0001209191-20-032761 · 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.

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.90 to $65.40 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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May 27, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 45,535 $64.12 $2,919,490.19
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,310

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 $63.90 to $64.84 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
May 27, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 51,322 $63.27 $3,247,343.10
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 107,845

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 $62.90 to $63.89 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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May 27, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 51,393 $62.48 $3,211,106.59
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 159,167

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 $61.85 to $62.84 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
May 27, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionCommon Stock 33,087 $5.26 $174,037.62
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,560

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
May 27, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionCommon Stock 177,473 $1.72 $305,253.56
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 177,473

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
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 69 $0.00 Strike: $2.38 $0.00
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · derivative · entry 31

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 247,500

Underlying: Common Stock · 60 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.

F25 · derivative.exercise_date: The option is fully vested and exercisable.

Read SEC document
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 3,400 $65.00 $221,014.96
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,578,162

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

F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.84 to $65.40 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.

F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees.

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May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 91,383 $64.07 $5,854,570.69
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,581,562

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

F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.80 to $64.75 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.

F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees.

Read SEC document
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 64,536 $63.26 $4,082,747.42
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,672,945

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

F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.79 to $63.78 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.

F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees.

Read SEC document
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 57,481 $62.47 $3,591,067.99
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,737,481

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 $61.79 to $62.78 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.

F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees.

Read SEC document
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 8,981 $65.07 $584,388.28
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 11

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.

F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.40 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.

Read SEC document
May 27, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionCommon Stock 8,981 $2.38 $21,374.78
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,981

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

Read SEC document
May 27, 2020 Filed May 28, 2020 23:47 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 50,000 $0.00 Strike: $2.48 $0.00
Disclosure

SEC source: 0001209191-20-032760 · doc4.xml · derivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 133,000

Underlying: Common Stock · 50,000 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.

F9 · 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
May 27, 2020 Filed May 28, 2020 23:47 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 8,808 $64.16 $565,099.26
Disclosure

SEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,927

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 $64.00 to $64.34 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
May 27, 2020 Filed May 28, 2020 23:47 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 17,692 $63.43 $1,122,164.64
Disclosure

SEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,105

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 $63.00 to 63.99 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
May 27, 2020 Filed May 28, 2020 23:47 UTC
Aji Rajesh A.General Counsel & CCO
SaleCommon Stock 23,500 $62.49 $1,468,522.05
Disclosure

SEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,797

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 $62.00 to $62.99 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
May 27, 2020 Filed May 28, 2020 23:47 UTC
Aji Rajesh A.General Counsel & CCO
Exercise / conversionCommon Stock 50,000 $2.48 $124,000.00
Disclosure

SEC source: 0001209191-20-032760 · doc4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,297

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
May 27, 2020 Filed May 28, 2020 23:21 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
SaleCommon Stock 2,828,080 $63.26 $178,904,340.80
Disclosure

SEC source: 0001209191-20-032749 · doc4.xml · nonDerivative · entry 2

DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner

DCM IV, L.P. · CIK 0001795403 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 6,804,377

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.

Read SEC document
May 27, 2020 Filed May 28, 2020 23:21 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
SaleCommon Stock 71,920 $63.26 $4,549,659.20
Disclosure

SEC source: 0001209191-20-032749 · doc4.xml · nonDerivative · entry 1

DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner

DCM IV, L.P. · CIK 0001795403 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 173,038

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.

Read SEC document
May 27, 2020 Filed May 29, 2020 16:56 UTC OtherCommon Stock 82,444 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032980 · doc4.xml · nonDerivative · entry 3

August Capital Management V, L.L.C. · CIK 0001547399 · 10% owner

August Capital V, L.P. · CIK 0001452198 · 10% owner

August Capital V Special Opportunities, L.P. · CIK 0001452199 · 10% owner

Hartenbaum Howard · CIK 0001547424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 82,444

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F4 · ownership.nature: The shares are held by directly by Howard Hartenbaum.

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May 27, 2020 Filed May 29, 2020 16:56 UTC OtherCommon Stock 773,770 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032980 · doc4.xml · nonDerivative · entry 2

August Capital Management V, L.L.C. · CIK 0001547399 · 10% owner

August Capital V, L.P. · CIK 0001452198 · 10% owner

August Capital V Special Opportunities, L.P. · CIK 0001452199 · 10% owner

Hartenbaum Howard · CIK 0001547424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F3 · ownership.nature: The shares are held by August Capital V Special Opportunities, L.P. for itself and as nominee for August Capital Strategic Partners V, L.P. and related individuals, collectively the August Capital entities. ACM V is the general partner of the August Capital entities and may be deemed to have sole voting power and sole investment power over the shares held by the August Capital entities. 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 the August Capital entities. 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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May 27, 2020 Filed May 29, 2020 16:56 UTC OtherCommon Stock 2,436,973 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032980 · doc4.xml · nonDerivative · entry 1

August Capital Management V, L.L.C. · CIK 0001547399 · 10% owner

August Capital V, L.P. · CIK 0001452198 · 10% owner

August Capital V Special Opportunities, L.P. · CIK 0001452199 · 10% owner

Hartenbaum Howard · CIK 0001547424 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 4,522,021

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F2 · ownership.nature: The shares are held by August Capital V, L.P. for itself and as nominee for August Capital Strategic Partners V, L.P. and related individuals, collectively the August Capital entities. August Capital Management V, L.L.C. ("ACM V") is the general partner of the August Capital entities and may be deemed to have sole voting power and sole investment power over the shares held by the August Capital entities. 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 the August Capital entities. 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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May 27, 2020 Filed May 29, 2020 20:58 UTC
Hornik DavidDirector · 10% owner
OtherCommon Stock 82,444 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032983 · doc4.xml · nonDerivative · entry 3

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,694

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

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May 27, 2020 Filed May 29, 2020 20:58 UTC
Hornik DavidDirector · 10% owner
OtherCommon Stock 773,770 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032983 · doc4.xml · nonDerivative · entry 2

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F3 · ownership.nature: The shares are held by August Capital V Special Opportunities, L.P. for itself and as nominee for August Capital Strategic Partners V, L.P. and related individuals, collectively the August Capital entities. ACM V is the general partner of the August Capital entities and may be deemed to have sole voting power and sole investment power over the shares held by the August Capital entities. 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 the August Capital entities. 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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May 27, 2020 Filed May 29, 2020 20:58 UTC
Hornik DavidDirector · 10% owner
OtherCommon Stock 2,436,973 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032983 · doc4.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 4,522,021

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F2 · ownership.nature: Held by August Capital V, L.P. for itself and as nominee for August Capital Strategic Partners V, L.P. and related individuals, collectively the August Capital entities. August Capital Management V, L.L.C. ("ACM V") is the general partner of the August Capital entities and may be deemed to have sole voting power and sole investment power over the shares held by the August Capital entities. 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 the August Capital entities. 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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May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment SaleCommon Stock 12,218 $64.20 $784,355.28
Disclosure

SEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.05 to $64.35 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.

F4 · balance_after: Reflects the total number of shares the insider owned after the sale on May 27, 2020.

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May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment SaleCommon Stock 24,350 $63.58 $1,548,143.78
Disclosure

SEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,218

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.05 to $64.045 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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May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment SaleCommon Stock 23,432 $62.46 $1,463,447.90
Disclosure

SEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,568

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.00 to $62.99 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.

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May 26, 2020 Filed May 28, 2020 19:25 UTC OtherCommon Stock 939 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032751 · doc4.xml · nonDerivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,189

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

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May 26, 2020 Filed May 28, 2020 19:25 UTC OtherCommon Stock 1,030,083 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032751 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,403,528

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F2 · 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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May 26, 2020 Filed May 28, 2020 19:29 UTC OtherCommon Stock 76,168 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032753 · doc4.xml · nonDerivative · entry 2

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,418

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

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May 26, 2020 Filed May 28, 2020 19:29 UTC OtherCommon Stock 1,425,950 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032753 · doc4.xml · nonDerivative · entry 1

PIAKER STEVEN F · CIK 0001231587 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,327,217

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F2 · 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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May 26, 2020 Filed May 28, 2020 20:01 UTC
JACOBS BRIANDirector
OtherCommon Stock 70,667 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032765 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 70,667

F1 · kind: On May 26, 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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May 26, 2020 Filed May 28, 2020 19:27 UTC OtherCommon Stock 22,645 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032752 · doc4.xml · nonDerivative · entry 2

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 22,645

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F3 · ownership.nature: Represents shares distributed to Scale Venture Management IV, LP ("ScaleVM LP). The general partner of ScaleVM LP is ScaleVM LLC. 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 shares held by ScaleVM LP.

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May 26, 2020 Filed May 28, 2020 19:27 UTC OtherCommon Stock 1,132,255 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032752 · doc4.xml · nonDerivative · entry 1

O'Driscoll Rory · CIK 0001366969 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,641,927

F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration.

F2 · ownership.nature: Held by Scale Venture Partners IV, L.P. ("ScaleVP LP"). Scale Venture Management IV, LLC ("ScaleVM LLC") is the ultimate general partner of ScaleVP 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 ScaleVP LP.

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May 26, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 16,887 $0.00 Strike: $1.72 $0.00
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 392,473

Underlying: Common Stock · 16,887 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.

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

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May 26, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 800 $66.89 $53,513.04
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

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.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.83 to $66.90 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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May 26, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 12,306 $66.18 $814,404.93
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 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.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.60 to $66.57 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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May 26, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 42,248 $64.94 $2,743,572.45
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,106

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 $64.60 to $65.59 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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May 26, 2020 Filed May 28, 2020 23:49 UTC SaleCommon Stock 19,672 $64.37 $1,266,355.49
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,354

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 $63.60 to $64.59 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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May 26, 2020 Filed May 28, 2020 23:49 UTC Exercise / conversionCommon Stock 16,887 $1.72 $29,045.64
Disclosure

SEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,026

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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May 26, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 70,950 $0.00 Strike: $2.38 $0.00
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · derivative · entry 29

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 256,550

Underlying: Common Stock · 70,950 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.

F25 · derivative.exercise_date: The option is fully vested and exercisable.

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May 26, 2020 Filed May 29, 2020 00:07 UTC
Lacerte Rene A.Director · President and CEO
SaleCommon Stock 1,100 $66.89 $73,576.03
Disclosure

SEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,794,962

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 $66.83 to $66.90 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.

F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees.

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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.