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 |
|---|---|---|---|---|---|---|
| September 11, 2020 Filed Sep 17, 2020 22:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051023 · 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: 175,000 F2 · ownership.nature: The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| September 11, 2020 Filed Sep 17, 2020 22:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-051023 · 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: 2,389,999 F1 · 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 |
| August 31, 2020 Filed Sep 1, 2020 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,219 | $97.56 | $509,165.64 |
DisclosureSEC source: 0001209191-20-048946 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,781 F2 · 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. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048946 · doc4.xml · derivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 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. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The option is fully vested and exercisable. F8 · 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. F8 · 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, 2020 Filed Sep 1, 2020 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-048946 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:54 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: 0001209191-20-047217 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167,500 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 |
| August 14, 2020 Filed Aug 18, 2020 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $88.43 | $8,843.00 |
DisclosureSEC source: 0001209191-20-047217 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 587 | $87.65 | $51,449.32 |
DisclosureSEC source: 0001209191-20-047217 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 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 $87.19 to $87.94 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 14, 2020 Filed Aug 18, 2020 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,467 | $86.50 | $299,886.83 |
DisclosureSEC source: 0001209191-20-047217 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 687 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 $86.19 to $86.95 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 |
| August 14, 2020 Filed Aug 18, 2020 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,846 | $85.75 | $501,267.02 |
DisclosureSEC source: 0001209191-20-047217 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,154 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.15 to $86.13 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 |
| August 14, 2020 Filed Aug 18, 2020 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-20-047217 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 21:57 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: 0001209191-20-042936 · doc4.xml · derivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,500 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 |
| July 15, 2020 Filed Jul 17, 2020 21:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 877 | $83.96 | $73,630.29 |
DisclosureSEC source: 0001209191-20-042936 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.86 to $84.09 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. Read SEC document |
| July 15, 2020 Filed Jul 17, 2020 21:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,504 | $83.30 | $541,779.30 |
DisclosureSEC source: 0001209191-20-042936 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 877 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.86 to $83.85 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 15, 2020 Filed Jul 17, 2020 21:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,619 | $82.49 | $216,028.74 |
DisclosureSEC source: 0001209191-20-042936 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,381 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.86 to $82.81 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 15, 2020 Filed Jul 17, 2020 21:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $2.38 | $23,800.00 |
DisclosureSEC source: 0001209191-20-042936 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,310 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,500 Underlying: Common Stock · 5,310 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 23, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,310 | $85.49 | $453,939.16 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.98 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 23, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,310 | $2.38 | $12,637.80 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,310 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,690 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · derivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,810 Underlying: Common Stock · 24,690 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 24,690 | $85.19 | $2,103,365.79 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.69 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 22, 2020 Filed Jun 24, 2020 22:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,690 | $2.38 | $58,762.20 |
DisclosureSEC source: 0001209191-20-038784 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 24,800 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,500 Underlying: Common Stock · 24,800 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 |
| June 11, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,299 | $76.16 | $175,101.73 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.00 to $76.80 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 22,501 | $75.22 | $1,692,635.47 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,299 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 $75.00 to $75.995 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,800 | $2.38 | $59,024.00 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,800 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 10, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,200 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,300 Underlying: Common Stock · 5,200 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 |
| June 10, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,200 | $75.10 | $390,513.24 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.33 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 |
| June 10, 2020 Filed Jun 12, 2020 22:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,200 | $2.38 | $12,376.00 |
DisclosureSEC source: 0001209191-20-036429 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,200 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 8,981 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · derivative · entry 30 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,569 Underlying: Common Stock · 8,981 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F25 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,165 | $70.92 | $224,461.48 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 24 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,539,999 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F21 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.59 to $71.13 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. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,600 | $69.91 | $321,579.56 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 23 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,543,164 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F20 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.57 to $70.51 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,903 | $69.08 | $753,180.33 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 22 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,547,764 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F19 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.57 to $69.56 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. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 7,176 | $68.10 | $488,669.81 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 21 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,558,667 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F18 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.57 to $68.54 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,400 | $67.23 | $295,803.20 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 20 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,565,843 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F17 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.56 to $67.54 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,703 | $66.03 | $244,497.24 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,570,243 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 $65.53 to $66.50 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. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,216 | $65.05 | $274,260.08 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,573,946 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.53 to $65.52 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 69 | $65.90 | $4,547.10 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| May 28, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 69 | $2.38 | $164.22 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:11 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 160,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033258 · doc4.xml · derivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 160,000 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2020 Filed Jun 1, 2020 21:11 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 95,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-20-033258 · doc4.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,000 Underlying: Common Stock · 95,000 shares Expires 2030-05-27 F1 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 69 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · derivative · entry 31 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,500 Underlying: Common Stock · 60 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F25 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,400 | $65.00 | $221,014.96 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,578,162 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.84 to $65.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 91,383 | $64.07 | $5,854,570.69 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,581,562 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.80 to $64.75 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 64,536 | $63.26 | $4,082,747.42 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,672,945 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.79 to $63.78 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 57,481 | $62.47 | $3,591,067.99 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,737,481 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.79 to $62.78 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,981 | $65.07 | $584,388.28 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.00 to $65.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 8,981 | $2.38 | $21,374.78 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,981 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 70,950 | $0.00 Strike: $2.38 | $0.00 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · derivative · entry 29 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,550 Underlying: Common Stock · 70,950 shares Expires 2025-02-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F25 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| May 26, 2020 Filed May 29, 2020 00:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,100 | $66.89 | $73,576.03 |
DisclosureSEC source: 0001209191-20-032771 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,794,962 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.83 to $66.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F7 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Cacerte and Joyce A. Chung, Trustees. 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.