Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director · CEO | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 116,619 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 116,619 · Balance 116,619 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,200 | $274.44 | $329,331.96 |
DisclosureSEC source: 0001209191-21-054320 · 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: 201,125 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F16 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $274.15 to $274.63 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $272.46 | $217,970.00 |
DisclosureSEC source: 0001209191-21-054320 · 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: 202,325 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 $272.33 to $272.50 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $291.08 | $116,431.00 |
DisclosureSEC source: 0001209191-21-054320 · 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: 163,125 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 $291.04 to $291.09 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $283.89 | $113,556.00 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 163,525 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 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,946 | $282.62 | $549,981.05 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 163,925 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 $282.32 to $283.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,828 | $281.70 | $1,078,346.83 |
DisclosureSEC source: 0001209191-21-054320 · 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: 165,871 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 $281.32 to $282.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,280 | $280.61 | $1,762,208.19 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 169,699 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 $280.21 to $281.17 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,546 | $279.69 | $2,669,883.51 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 175,979 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 $279.19 to $280.17 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,400 | $278.58 | $1,504,335.24 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 185,525 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 $278.18 to $279.16 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 7,000 | $277.72 | $1,944,060.30 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 190,925 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 $277.18 to $278.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,600 | $276.55 | $442,484.96 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 197,925 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 $276.16 to $277.05 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $275.67 | $468,631.01 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 199,525 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 $275.13 to $275.91 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,300 | $274.49 | $356,835.05 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 201,225 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 $274.10 to $275.00 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 600 | $272.41 | $163,444.02 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 202,525 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 $272.33 to $272.49 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. F3 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 28, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · derivative · entry 26 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,000 Underlying: Common Stock · 10,000 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. F6 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F23 · 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. F23 · 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. Read SEC document |
| August 28, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy · Derivative | 75,000 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · derivative · entry 25 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 675,000 Underlying: Common Stock · 75,000 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. F22 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 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 |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 25,000 | $278.00 | $6,950,000.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 25,000 | $258.00 | $6,450,000.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,100 | $248.45 | $273,293.02 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $248.28 to $248.63 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 |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,164 | $247.57 | $1,278,458.71 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.26 to $248.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,315 | $246.88 | $2,299,700.24 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,286 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 $246.26 to $247.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,421 | $246.00 | $2,317,560.35 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,601 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 $245.26 to $246.25 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 |
| August 27, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 75,000 | $8.76 | $657,000.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 24, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,047 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750,000 Underlying: Common Stock · 7,047 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. F9 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 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 |
| August 24, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,100 | $219.41 | $899,576.08 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $219.03 to $219.865 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 |
| August 24, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,947 | $218.57 | $644,124.32 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $218.01 to $218.945 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 |
| August 24, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,047 | $8.76 | $61,731.72 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,069 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 |
| August 23, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 17,953 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 757,047 Underlying: Common Stock · 17,953 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. F9 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 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 |
| August 23, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 17,953 | $218.40 | $3,920,972.90 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $218.00 to $218.94 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 23, 2021 Filed Aug 25, 2021 22:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 17,953 | $8.76 | $157,268.28 |
DisclosureSEC source: 0001209191-21-053355 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,975 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 |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · derivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 334,478 Underlying: Common Stock · 2,500 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. F17 · 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 |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · derivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 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. F16 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $202.94 | $40,588.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $201.75 | $181,572.03 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,222 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 $201.20 to $202.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,798 | $200.68 | $561,493.97 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.095 to $201.06 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $199.37 | $199,373.50 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,920 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 $199.03 to $200.02 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,202 | $198.39 | $238,466.34 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,920 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 $197.975 to $198.86 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 |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,300 | $197.56 | $256,832.94 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $196.96 to $197.945 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 |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,400 | $196.46 | $275,045.68 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,422 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 $195.95 to $196.94 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,200 | $195.36 | $234,434.88 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $194.85 to $195.82 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 |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,500 | $5.26 | $13,150.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 16, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,500 | $2.38 | $17,850.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,522 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 |
| July 21, 2021 Filed Jul 22, 2021 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy · Derivative | 25,000 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-047869 · doc4.xml · derivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 775,000 Underlying: Common Stock · 25,000 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. F8 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 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 |
| July 21, 2021 Filed Jul 22, 2021 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $199.18 | $199,179.50 |
DisclosureSEC source: 0001209191-21-047869 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $199.00 to $199.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 24,000 | $198.43 | $4,762,435.20 |
DisclosureSEC source: 0001209191-21-047869 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $198.00 to $198.99 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 |
| July 21, 2021 Filed Jul 22, 2021 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 25,000 | $8.76 | $219,000.00 |
DisclosureSEC source: 0001209191-21-047869 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,022 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 21, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 44,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,563 Underlying: Common Stock · 44,563 shares Expires 2031-07-21 F14 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 21, 2021 Filed Aug 18, 2021 20:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 27,851 | $0.00 Strike: $200.42 | $0.00 |
DisclosureSEC source: 0001209191-21-052240 · doc4.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,851 Underlying: Common Stock · 27,851 shares Expires 2031-07-20 F13 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 23:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy · Derivative | 10,000 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-21-047257 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 10,000 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F15 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.