Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director · CEO | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 116,619 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 116,619 · Balance 116,619 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,262 Underlying: Common Stock · 3,658 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,435 Underlying: Common Stock · 5,359 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,786 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. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 24,948 | $49.20 | $1,227,441.60 |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,430 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 29,012 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,378 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,113 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023455 · form4-09022025_100910.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,366 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 19, 2025 Filed Aug 21, 2025 20:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 79,931 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-022611 · form4-08212025_080828.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,931 Underlying: Common Stock · 79,931 shares Expires not disclosed F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025. F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,367 Underlying: Common Stock · 2,367 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F15 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,025 Underlying: Common Stock · 8,309 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. F14 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,920 Underlying: Common Stock · 3,658 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. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,794 Underlying: Common Stock · 5,359 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, 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 November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,786 Underlying: Common Stock · 2,785 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 11,420 | $44.48 | $507,961.60 |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,253 F4 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,673 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,111 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-014995 · form4-05302025_080554.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,306 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. F2 · balance_after: Includes 295 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,734 Underlying: Common Stock · 2,368 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,334 Underlying: Common Stock · 8,310 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. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,578 Underlying: Common Stock · 3,658 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,153 Underlying: Common Stock · 5,359 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,571 Underlying: Common Stock · 2,785 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. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 8,789 | $55.20 | $485,152.80 |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,900 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,689 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006840 · form4-03052025_020332.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,321 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 |
| November 29, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 11,395 | $90.22 | $1,028,056.90 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,209 F4 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,102 Underlying: Common Stock · 2,367 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F15 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F15 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 8,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,644 Underlying: Common Stock · 8,309 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. F14 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,236 Underlying: Common Stock · 3,657 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. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,512 Underlying: Common Stock · 5,359 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,356 Underlying: Common Stock · 2,785 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,604 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 Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,110 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028031 · form4-12032024_011216.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,237 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. F2 · balance_after: Includes 141 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on September 6, 2024. Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 00:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 53,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,181 Underlying: Common Stock · 53,181 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 00:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 79,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,772 Underlying: Common Stock · 79,772 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 00:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 132,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023666 · form4-09192024_120958.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,953 Underlying: Common Stock · 132,953 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,469 Underlying: Common Stock · 2,367 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F14 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F14 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,893 Underlying: Common Stock · 3,658 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. F13 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,871 Underlying: Common Stock · 5,359 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,141 Underlying: Common Stock · 2,785 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 7,183 | $52.31 | $375,742.73 |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,986 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,169 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,658 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,802 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 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,144 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 28, 2024 Filed Aug 29, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022578 · form4-08292024_090807.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,785 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 26, 2024 Filed Aug 26, 2024 23:03 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 14,502 | $49.79 | $722,024.13 |
DisclosureSEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 184,249 F3 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $49.63 to $50.11, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F4 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:03 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 6,622 | $49.18 | $325,650.76 |
DisclosureSEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 169,747 F1 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $48.63 to $49.575, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F4 · ownership.nature: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:03 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 14,501 | $49.79 | $721,974.34 |
DisclosureSEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 184,249 F3 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $49.63 to $50.11, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:03 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 6,623 | $49.18 | $325,699.93 |
DisclosureSEC source: 0001415889-24-022255 · form4-08262024_110823.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 169,748 F1 · price: Represents the weighted average purchase price. These shares were purchased as part of a block trade for two entities beneficially owned by the Reporting Person at prices ranging from $48.63 to $49.575, inclusive. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,836 Underlying: Common Stock · 2,368 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F13 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F13 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,551 Underlying: Common Stock · 3,658 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. F12 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,230 Underlying: Common Stock · 5,359 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. 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.