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, 2023 Filed Aug 31, 2023 00:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047795 · 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: 96,902 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 23, 2023 Filed Aug 25, 2023 22:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 28,405 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047409 · doc4.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,405 Underlying: Common Stock · 28,405 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: Represents PSUs granted on July 30, 2022 that were earned by the Reporting Person as a result of the achievement of certain performance criteria as certified by the Compensation Committee of the Issuer's Board of Directors on August 23, 2023. F3 · 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. F3 · 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 15, 2023 Filed Aug 17, 2023 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 23,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046451 · doc4.xml · derivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,409 Underlying: Common Stock · 23,409 shares Expires not disclosed 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. F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, 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 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, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, 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 certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 35,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046451 · doc4.xml · derivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,114 Underlying: Common Stock · 35,114 shares Expires not disclosed 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. 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, 2023 and ending June 30, 2024, 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 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, 2023 and ending June 30, 2024, 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 the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 58,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046451 · doc4.xml · derivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,524 Underlying: Common Stock · 58,524 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, 2023, 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, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:29 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: 0001209191-23-038111 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 191,456 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. F11 · 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 |
| June 15, 2023 Filed Jun 16, 2023 23:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 14,675 | $115.18 | $1,690,320.80 |
DisclosureSEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 86,902 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.94 to $115.61 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,953 | $114.54 | $1,598,229.64 |
DisclosureSEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,577 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 $113.94 to $114.93 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $113.34 | $192,671.37 |
DisclosureSEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 115,530 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 $112.92 to $113.85 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,321 | $112.44 | $260,982.99 |
DisclosureSEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 117,230 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 $111.81 to $112.76 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 15, 2023 Filed Jun 16, 2023 23:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $5.26 | $78,900.00 |
DisclosureSEC source: 0001209191-23-038111 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 119,551 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 20 | $102.07 | $2,041.46 |
DisclosureSEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,551 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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 |
| May 30, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 330 | $101.34 | $33,443.42 |
DisclosureSEC source: 0001209191-23-033205 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,571 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,113 | $100.25 | $111,575.69 |
DisclosureSEC source: 0001209191-23-033205 · 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: 104,901 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,438 | $99.27 | $341,302.98 |
DisclosureSEC source: 0001209191-23-033205 · 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: 106,014 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,201 | $98.41 | $413,409.49 |
DisclosureSEC source: 0001209191-23-033205 · 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: 109,452 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 28, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,665 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. 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 |
| May 28, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,067 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 |
| May 28, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033205 · doc4.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,000 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 |
| May 28, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-033205 · 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: 113,653 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, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-033205 · 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: 108,294 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, 2023 Filed Jun 1, 2023 01:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-033205 · 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: 105,509 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 |
| March 01, 2023 Filed Mar 3, 2023 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,505 | $84.90 | $212,677.01 |
DisclosureSEC source: 0001209191-23-015809 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,509 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") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,152 | $84.07 | $433,107.52 |
DisclosureSEC source: 0001209191-23-015809 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,014 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") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,024 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 |
| February 28, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,852 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. 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 |
| February 28, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · derivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 |
| February 28, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,166 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, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,807 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, 2023 Filed Mar 3, 2023 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-014991 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,021 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 113 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,421 | $114.51 | $391,729.47 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,908 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.31 to $115.12 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 29, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,594 | $113.95 | $523,506.97 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,329 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.31 to $114.30 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, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,522 | $112.96 | $171,926.03 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,923 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.31 to $113.30 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, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 5,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · derivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,383 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. F14 · 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: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · derivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,638 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. F13 · 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. F12 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · derivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 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. F11 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F12 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| November 28, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,359 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,445 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 |
| November 28, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,086 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, 2022 Filed Dec 1, 2022 01:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-059125 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,301 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 |
| September 12, 2022 Filed Sep 14, 2022 00:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,248 | $175.05 | $1,093,709.28 |
DisclosureSEC source: 0001209191-22-049790 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,301 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.00 to $175.54 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · balance_after: Includes 75 shares of Common Stock acquired under the issuer's employee stock purchase plan on September 6, 2022. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 31 | $168.41 | $5,220.83 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,474 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.30 to $168.74 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, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 102 | $167.67 | $17,102.19 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,505 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.30 to $168.26 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, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 304 | $166.82 | $50,713.19 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,607 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.23 to $167.22 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, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 791 | $165.64 | $131,021.64 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,911 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.22 to $166.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,820 | $164.62 | $299,612.59 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,702 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.22 to $165.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,867 | $163.77 | $305,758.59 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,522 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.22 to $164.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,622 | $162.84 | $264,122.75 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,389 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.22 to $163.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,423 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. F17 · 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. F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 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. F15 · 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. F16 · derivative.expiration_date: RSUs do not expire; they either vest or are canceled prior to the vesting date. Read SEC document |
| August 28, 2022 Filed Aug 30, 2022 22:46 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-048060 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,011 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.