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 |
|---|---|---|---|---|---|---|
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,926 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 August 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 August 28, 2021, 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 | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F9 · 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. F9 · 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, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 12,251 | $51.90 | $635,826.90 |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,783 F3 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,034 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 |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,658 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,666 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 |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,008 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 |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,649 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 |
| May 28, 2024 Filed May 30, 2024 22:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014924 · form4-05302024_100527.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,863 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,204 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. 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, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,209 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,589 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,712 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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. F10 · 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. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 9,966 | $63.76 | $635,432.16 |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,863 F4 · shares: Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,829 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,658 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,462 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,804 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,445 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 |
| February 28, 2024 Filed Mar 2, 2024 01:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006182 · form4-03022024_010326.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,660 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 143 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on February 6, 2024. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 448 | $68.40 | $30,645.04 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,517 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.33 to $68.42 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 |
| November 29, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,106 | $67.73 | $413,587.47 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,965 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 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 |
| November 29, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,583 | $66.98 | $373,962.74 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,071 F4 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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 |
| November 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 2,366 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,571 Underlying: Common Stock · 2,366 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F17 · 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. F17 · 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, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 3,657 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,867 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. F16 · 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. F16 · 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, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 5,358 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,948 Underlying: Common Stock · 5,358 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. F15 · 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. F15 · 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, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,497 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. F14 · 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. F14 · 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, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,000 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. F13 · 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. F13 · 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 |
| November 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,366 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,654 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,657 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,288 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 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,358 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,631 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 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,273 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 28, 2023 Filed Dec 1, 2023 00:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057025 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,488 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 74 shares of Common Stock acquired under the issuer's employee stock purchase plan on September 6, 2023. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-23-048380 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,456 Underlying: Common Stock · 15,000 shares Expires 2028-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F10 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,411 | $118.13 | $639,183.57 |
DisclosureSEC source: 0001209191-23-048380 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,414 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.79 to $118.67 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 |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 12,472 | $117.25 | $1,462,307.08 |
DisclosureSEC source: 0001209191-23-048380 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 81,825 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.78 to $117.72 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 |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 21,352 | $116.43 | $2,486,038.98 |
DisclosureSEC source: 0001209191-23-048380 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 94,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 7, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 115.78 to $116.75 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. Read SEC document |
| September 01, 2023 Filed Sep 6, 2023 20:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $5.26 | $78,900.00 |
DisclosureSEC source: 0001209191-23-048380 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 115,649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,809 | $110.81 | $422,057.39 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,649 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.45 to $111.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,213 | $110.01 | $463,472.97 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,458 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.43 to $110.42 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 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 742 | $108.92 | $80,822.28 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,671 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.43 to $109.40 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 |
| August 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,450 | $107.60 | $156,021.02 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,413 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.39 to $108.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,068 | $106.94 | $114,207.75 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,863 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.38 to $107.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,583 | $106.05 | $273,924.31 |
DisclosureSEC source: 0001209191-23-047902 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,931 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.38 to $106.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 9,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,937 Underlying: Common Stock · 9,468 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F11 · 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. F11 · 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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,306 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. F10 · 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. F10 · 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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,282 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. F9 · 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. F9 · 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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,000 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. 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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 9,468 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,514 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,046 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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047795 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,687 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.