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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

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
December 16, 2019 Filed Dec 18, 2019 21:58 UTC
Hornik DavidDirector · 10% owner
ConversionSeries B Convertible Preferred Stock · Derivative 3,595,890 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023329 · doc1.xml · derivative · entry 3

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 3,595,890 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

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.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 21:58 UTC
Hornik DavidDirector · 10% owner
ConversionCommon Stock 773,770 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023329 · doc1.xml · nonDerivative · entry 2

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 773,770

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

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.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 21:58 UTC
Hornik DavidDirector · 10% owner
ConversionCommon Stock 6,958,994 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023329 · doc1.xml · nonDerivative · entry 1

Hornik David · CIK 0001547378 · Director · 10% owner

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 6,958,994

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

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.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries G Convertible Preferred Stock · Derivative 349,361 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 16

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: 0

Underlying: Common Stock · 349,361 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries G Convertible Preferred Stock · Derivative 8,884 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 15

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: 0

Underlying: Common Stock · 8,884 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries F Convertible Preferred Stock · Derivative 1,110,383 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 14

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: 0

Underlying: Common Stock · 1,110,383 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries F Convertible Preferred Stock · Derivative 28,237 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 13

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: 0

Underlying: Common Stock · 28,237 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries E Convertible Preferred Stock · Derivative 1,615,846 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 12

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: 0

Underlying: Common Stock · 1,615,846 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries E Convertible Preferred Stock · Derivative 41,092 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 11

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: 0

Underlying: Common Stock · 41,092 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries D Convertible Preferred Stock · Derivative 934,218 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 10

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: 0

Underlying: Common Stock · 934,218 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries D Convertible Preferred Stock · Derivative 23,758 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 9

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: 0

Underlying: Common Stock · 23,758 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries C Convertible Preferred Stock · Derivative 784,389 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 8

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: 0

Underlying: Common Stock · 784,389 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries C Convertible Preferred Stock · Derivative 19,947 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 7

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: 0

Underlying: Common Stock · 19,947 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries B Convertible Preferred Stock · Derivative 2,253,980 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 6

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: 0

Underlying: Common Stock · 2,253,980 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries B Convertible Preferred Stock · Derivative 57,320 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 5

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: 0

Underlying: Common Stock · 57,320 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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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December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries A Convertible Preferred Stock · Derivative 2,584,280 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 4

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: 0

Underlying: Common Stock · 2,584,280 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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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December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionSeries A Convertible Preferred Stock · Derivative 65,720 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 3

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: 0

Underlying: Common Stock · 65,720 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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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December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionCommon Stock 9,632,457 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.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: 9,632,457

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · 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
December 16, 2019 Filed Dec 18, 2019 22:02 UTC
DCM Affiliates Fund IV, L.P.Director · 10% owner
DCM IV, L.P.10% owner
ConversionCommon Stock 244,958 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023332 · doc1.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: 244,958

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · 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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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.