Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director · CEO | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 116,619 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 116,619 · Balance 116,619 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $291.48 | $29,148.00 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 903 | $290.85 | $262,634.03 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,222 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 $290.35 to 291.19 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,399 | $289.78 | $984,958.48 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,125 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 $289.30 to $290.18 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,998 | $288.89 | $577,207.02 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,524 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 $288.29 to $289.27 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,600 | $287.92 | $460,677.28 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,522 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 $287.29 to $288.24 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $286.11 | $85,833.99 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,122 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 $285.94 to $286.44 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $284.66 | $199,262.28 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,422 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 $284.17 to $284.90 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 |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 600 | $283.75 | $170,247.18 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,122 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 $283.08 to $283.98 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $281.99 | $112,796.00 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,722 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 $281.43 to $282.39 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 21:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $5.26 | $52,600.00 |
DisclosureSEC source: 0001209191-21-056698 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,122 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 |
| September 08, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,959 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650,000 Underlying: Common Stock · 15,959 shares Expires 2029-02-12 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. F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $300.32 | $90,096.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 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 $300.245 to $300.47 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,428 | $299.21 | $726,480.18 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,422 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 $299.00 to $299.63 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,231 | $298.50 | $3,949,453.50 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 8 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,850 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 $298.00 to $298.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 08, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,959 | $8.76 | $139,800.84 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,081 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 |
| September 07, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665,959 Underlying: Common Stock · 1,200 shares Expires 2029-02-12 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. F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $299.14 | $119,656.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 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 |
| September 07, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $298.79 | $239,034.96 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,522 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 $298.09 to $200.06 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 07, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,200 | $8.76 | $10,512.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,322 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 |
| September 03, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy · Derivative | 7,841 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · derivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 667,159 Underlying: Common Stock · 7,841 shares Expires 2029-02-12 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. F13 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 03, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 23 | $299.10 | $6,879.20 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,122 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 $299.00 to $299.11 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 7,818 | $298.29 | $2,332,039.04 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,145 F2 · 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 $298.00 to $298.895 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 03, 2021 Filed Sep 9, 2021 01:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,841 | $8.76 | $68,687.16 |
DisclosureSEC source: 0001209191-21-055236 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,963 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 · balance_after: Includes 100 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $279.99 | $111,995.00 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 7 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,022 F3 · 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 $279.65 to $280.52 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $278.73 | $195,113.03 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 6 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,422 F3 · 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 $278.27 to $279.14 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $277.37 | $221,898.96 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 5 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,122 F3 · 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 $277.23 to $277.64 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,593 | $276.80 | $440,949.57 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 4 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,922 F3 · 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 $276.15 to $277.10 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 |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,295 | $275.60 | $356,898.76 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 3 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,515 F3 · 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 $275.01 to $275.96 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $273.61 | $27,361.00 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 2 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,810 F3 · 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 |
| September 01, 2021 Filed Sep 3, 2021 23:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054894 · doc4.xml · nonDerivative · entry 1 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 1,983,749 F1 · shares: Represents shares of the Issuer's common stock that the Reporting Person donated as a gift to a donor advised fund. F2 · ownership.nature: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 616 | $291.05 | $179,288.52 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,910 F7 · 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. F17 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $291.04 to $291.09 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 |
| August 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,485 | $290.03 | $430,699.75 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,526 F7 · 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. F16 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $290.00 to $290.45 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 79 | $288.55 | $22,795.45 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,012 F7 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 980 | $283.95 | $278,266.20 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,091 F7 · 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. F15 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $283.84 to $284.43 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 554 | $283.16 | $156,868.15 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,071 F7 · 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. F14 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $282.78 to $283.53 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 126 | $281.90 | $35,519.41 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 14 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,625 F7 · 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. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $281.68 to $282.66 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 |
| August 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 332 | $280.17 | $93,015.81 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 13 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,750 F7 · 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. F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $279.93 to $280.63 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 190 | $278.40 | $52,896.00 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 12 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,082 F7 · 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. F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $278.13 to $278.84 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 |
| August 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 468 | $277.00 | $129,635.81 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 11 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,272 F7 · 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. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $276.76 to $277.39 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 125 | $275.73 | $34,466.53 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 10 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,739 F7 · 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 $275.46 to $276.24 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 30, 2021 Filed Sep 1, 2021 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 158 | $274.56 | $43,380.64 |
DisclosureSEC source: 0001209191-21-054177 · doc4.xml · nonDerivative · entry 9 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,864 F7 · 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 $274.44 to $274.62 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 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $291.09 | $116,436.00 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 23 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 163,125 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $283.62 | $198,537.01 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 22 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 163,525 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F24 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $283.13 to $283.89 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,811 | $282.43 | $511,487.79 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 21 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 164,225 F1 · 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 $282.05 to $283.03 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,896 | $281.51 | $1,378,253.87 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 20 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 166,036 F1 · 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 $280.96 to $281.91 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,778 | $280.35 | $1,900,236.70 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 19 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 170,932 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F21 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $279.95 to $280.93 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,515 | $279.47 | $2,659,164.66 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 18 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 177,710 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F20 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $278.93 to $279.89 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,200 | $278.35 | $1,447,412.72 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 17 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 187,225 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F19 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $277.91 to $278.90 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,300 | $277.51 | $1,748,343.87 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 16 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 192,425 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F18 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $276.91 to $277.89 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
| August 30, 2021 Filed Sep 1, 2021 23:34 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,400 | $275.85 | $662,047.92 |
DisclosureSEC source: 0001209191-21-054320 · doc4.xml · nonDerivative · entry 15 Lacerte Rene A. · CIK 0001795497 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 198,725 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F17 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $275.37 to $276.35 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. F15 · ownership.nature: The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.