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 |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,847 | $175.99 | $325,051.87 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,477 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $175.49 to $176.48 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 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 549 | $175.13 | $96,147.74 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,324 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $174.47 to $175.46 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 697 | $173.93 | $121,230.95 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,873 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $173.42 to $174.31 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 |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $172.72 | $172,721.00 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,570 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $172.37 to $173.29 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 950 | $171.74 | $163,149.01 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,570 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $171.29 to $172.12 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 732 | $170.71 | $124,962.43 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,520 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $170.28 to $171.23 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 |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,404 | $169.49 | $237,958.06 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,252 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $169.10 to $170.09 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,546 | $168.48 | $260,465.44 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,656 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.05 to $168.91 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 768 | $167.47 | $128,616.12 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,202 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 $166.96 to $167.86 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 |
| March 15, 2022 Filed Mar 17, 2022 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $5.26 | $52,600.00 |
DisclosureSEC source: 0001209191-22-019681 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2022 Filed Mar 10, 2022 00:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,011 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-22-017711 · doc4.xml · derivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,456 Underlying: Common Stock · 19,011 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. F5 · 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 |
| March 08, 2022 Filed Mar 10, 2022 00:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 19,011 | $5.26 | $99,997.86 |
DisclosureSEC source: 0001209191-22-017711 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,564 | $234.37 | $366,560.31 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 23 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,959 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F23 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.08 to $235.00 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 210 | $232.99 | $48,928.70 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 22 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,523 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F22 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $232.69 to $233.13 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,100 | $231.98 | $255,174.04 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 21 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,733 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F21 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $231.55 to $232.51 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $231.04 | $69,312.00 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 20 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,833 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F20 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $230.46 to $231.33 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 499 | $229.81 | $114,673.54 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,133 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F19 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $229.46 to $230.42 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 |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $228.85 | $68,654.01 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,632 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F18 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $228.32 to $229.21 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 |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $227.25 | $22,725.00 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,932 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $226.22 | $45,244.00 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,032 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F17 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $225.76 to $226.68 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $224.45 | $22,445.00 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,232 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $223.77 | $67,131.99 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,332 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F16 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $223.43 to $224.28 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $222.65 | $66,794.01 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,632 F14 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $222.21 to $222.90 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 |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 109 | $246.39 | $26,856.84 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,932 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.24 to $247.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 247 | $245.46 | $60,629.36 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,041 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $245.20 to $246.01 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, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 144 | $244.68 | $35,233.42 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,288 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $244.14 to $244.92 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, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 617 | $243.47 | $150,219.82 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,432 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $243.01 to $244.00 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, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 99 | $241.96 | $23,954.43 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,049 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $241.77 to $242.66 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 320 | $240.33 | $76,905.60 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,148 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $239.88 to $240.86 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 |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 727 | $239.30 | $173,974.59 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,468 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $238.86 to $239.84 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, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,307 | $238.31 | $311,469.21 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,195 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.79 to $238.78 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 946 | $237.23 | $224,420.81 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,502 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $236.77 to $237.70 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,387 | $236.26 | $327,686.24 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,448 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $235.76 to $236.72 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 |
| March 01, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 336 | $235.29 | $79,057.74 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,835 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $234.75 to $235.71 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, 2022 Filed Mar 4, 2022 02:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 190 | $234.35 | $44,526.25 |
DisclosureSEC source: 0001209191-22-016062 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,171 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 RSUs that were reported on a Form 4 filed on March 2, 2022. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $233.75 to $234.74 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 |
| February 28, 2022 Filed Mar 2, 2022 23:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015028 · doc4.xml · derivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,993 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. F7 · 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. F7 · 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, 2022 Filed Mar 2, 2022 23:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015028 · doc4.xml · derivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 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. F6 · 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. F6 · 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, 2022 Filed Mar 2, 2022 23:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,785 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-015028 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,361 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, 2022 Filed Mar 2, 2022 23:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-015028 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,576 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 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · derivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,467 Underlying: Common Stock · 10,000 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. F17 · 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 |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $255.22 | $25,522.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,576 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,769 | $254.33 | $449,904.46 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,676 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $253.76 to $254.73 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 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $252.49 | $201,988.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,445 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $252.14 to $252.83 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 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $251.62 | $125,812.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,245 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $251.07 to $252.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $249.12 | $124,559.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,745 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $248.78 to $249.56 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 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 612 | $248.08 | $151,822.08 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,245 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $247.68 to $248.58 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 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $247.07 | $420,026.99 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,857 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $246.67 to $247.54 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,485 | $246.18 | $365,579.38 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,557 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $245.56 to $246.51 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,134 | $244.86 | $277,667.16 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,042 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $244.31 to $245.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $243.68 | $170,576.00 |
DisclosureSEC source: 0001209191-22-010937 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,176 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $243.28 to $244.10 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.