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 |
|---|---|---|---|---|---|---|
| April 15, 2021 Filed Apr 19, 2021 21:34 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: 0001209191-21-027336 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 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. F11 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 600 | $165.95 | $99,567.66 |
DisclosureSEC source: 0001209191-21-027336 · 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. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.72 to $166.13 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 |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $165.23 | $280,894.57 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,622 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 $164.70 to $165.60 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 |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,289 | $164.06 | $539,599.92 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,322 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 $163.68 to $164.65 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 |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,911 | $163.33 | $475,458.87 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,611 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 $162.68 to $163.65 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 |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $162.18 | $129,747.20 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,522 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 $161.63 to $162.57 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. Read SEC document |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $161.16 | $112,808.99 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,322 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 $160.62 to $161.48 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 |
| April 15, 2021 Filed Apr 19, 2021 21:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-21-027336 · doc4.xml · nonDerivative · entry 1 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 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: 0001209191-21-021504 · doc4.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,500 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. F13 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $160.59 | $16,059.00 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,900 | $159.74 | $303,509.04 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $159.47 to $160.45 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,329 | $159.09 | $370,530.39 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $158.47 to $159.45 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,271 | $157.88 | $200,671.71 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,351 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 $157.40 to $158.37 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $156.62 | $140,959.98 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,622 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 $156.37 to $156.76 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,200 | $155.66 | $342,455.08 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,522 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 $155.23 to $155.99 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $154.71 | $154,707.60 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,722 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 $154.14 to $155.12 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $153.53 | $46,059.00 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,722 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 $153.08 to $153.76 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 |
| March 15, 2021 Filed Mar 17, 2021 22:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-21-021504 · doc4.xml · nonDerivative · entry 1 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 |
| March 02, 2021 Filed Mar 4, 2021 23:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,902 | $168.34 | $488,536.90 |
DisclosureSEC source: 0001209191-21-017987 · 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.12 to $168.82 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 |
| March 02, 2021 Filed Mar 4, 2021 23:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,994 | $167.58 | $334,151.33 |
DisclosureSEC source: 0001209191-21-017987 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,924 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 $167.12 to $168.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 133 | $169.34 | $22,522.01 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,918 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.20 to $169.78 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. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,855 | $168.42 | $480,827.11 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,051 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.19 to $169.18 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 |
| March 01, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,330 | $167.71 | $223,054.43 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,906 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.175 to $168.17 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. Read SEC document |
| March 01, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 786 | $166.65 | $130,989.18 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,236 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.13 to $167.10 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 |
| February 28, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,000 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. F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F12 · 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. F12 · 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 |
| February 28, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-016466 · 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. F3 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 22, 2021 Filed Mar 2, 2021 23:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-016466 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,089,999 F1 · shares: Represents shares of the Issuer's common stock that the Reporting Person donated as a gift to a donor advised fund. F2 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 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: 0001209191-21-012017 · doc4.xml · derivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,500 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. F16 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $192.81 | $19,281.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 13 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $191.74 | $95,871.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $191.56 to $192.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $190.62 | $38,124.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,622 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 $190.54 to $190.70 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $190.04 | $152,028.96 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $189.46 to $190.34 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $188.46 | $18,846.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,622 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $187.71 | $56,313.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,722 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 $187.38 to $188.37 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $185.25 | $185,252.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.78 to $185.66 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 450 | $183.83 | $82,724.49 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,022 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $183.39 to $184.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $182.54 | $164,286.99 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,472 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 $182.35 to $183.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $181.93 | $145,544.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,372 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.29 to $182.21 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,350 | $180.59 | $424,379.22 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,172 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 $180.17 to $181.07 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,500 | $179.60 | $449,009.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,522 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 $179.10 to $180.06 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 |
| February 16, 2021 Filed Feb 18, 2021 22:48 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-21-012017 · doc4.xml · nonDerivative · entry 1 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 |
| January 15, 2021 Filed Jan 19, 2021 22:56 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: 0001209191-21-004073 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,500 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. F9 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:56 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $130.82 | $13,082.00 |
DisclosureSEC source: 0001209191-21-004073 · 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. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:56 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $129.88 | $90,916.98 |
DisclosureSEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 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 $129.70 to $130.15 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 |
| January 15, 2021 Filed Jan 19, 2021 22:56 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,338 | $128.72 | $429,663.02 |
DisclosureSEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $128.41 to $129.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:56 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,862 | $127.94 | $750,008.90 |
DisclosureSEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,160 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 $127.39 to $128.36 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:56 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-21-004073 · doc4.xml · nonDerivative · entry 1 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 |
| December 15, 2020 Filed Dec 16, 2020 22:06 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: 0001209191-20-063826 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,500 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. F11 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 22:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,200 | $144.28 | $173,131.32 |
DisclosureSEC source: 0001209191-20-063826 · doc4.xml · nonDerivative · entry 6 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. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $144.04 to $144.95 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 |
| December 15, 2020 Filed Dec 16, 2020 22:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,600 | $143.52 | $229,631.04 |
DisclosureSEC source: 0001209191-20-063826 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,222 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $143.00 to $143.95 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.