Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | CRO | August 28, 2022 | August 30, 2022 |
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 August 28, 2022 · Filed August 30, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 116,124 |
Ending reported balance
After 2022-08-29 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2022-08-28 · Exercise / conversion · Acquired 211,950 · Balance 211,950 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2022-08-29 · Sale · Disposed 23,779 · Balance 188,171 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.22 to $163.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 3 · 2022-08-29 · Sale · Disposed 27,372 · Balance 160,799 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.22 to $164.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 4 · 2022-08-29 · Sale · Disposed 26,678 · Balance 134,121 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.22 to $165.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 5 · 2022-08-29 · Sale · Disposed 11,588 · Balance 122,533 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.22 to $166.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 6 · 2022-08-29 · Sale · Disposed 4,462 · Balance 118,071 F2: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.23 to $167.22 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 7 · 2022-08-29 · Sale · Disposed 1,495 · Balance 116,576 F2: 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: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.30 to $168.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Row 8 · 2022-08-29 · Sale · Disposed 452 · Balance 116,124 F2: 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: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.30 to $168.74 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 423,900 |
Reported balance
After 2022-08-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2022-08-28 · Exercise / conversion · Disposed 211,950 · Balance 423,900 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10: The RSUs vest as to 1/3rd of the total shares on August 28, 2022 and thereafter 1/12th of the total shares vest quarterly until such time as the RSUs are 100% vested, subject to the continuing service of the Reporting Person on each vesting date. F11: RSUs do not expire; they either vest or are canceled prior to the 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 sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $162.22 to $163.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $163.22 to $164.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F5: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $164.22 to $165.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $165.22 to $166.21 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $166.23 to $167.22 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $167.30 to $168.26 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F9: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $168.30 to $168.74 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F10: The RSUs vest as to 1/3rd of the total shares on August 28, 2022 and thereafter 1/12th of the total shares vest quarterly until such time as the RSUs are 100% vested, subject to the continuing service of the Reporting Person on each vesting date.
F11: RSUs do not expire; they either vest or are canceled prior to the 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 |
|---|---|---|---|---|---|---|
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 140,000 | $0.00 Strike: $30.56 | $0.00 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · derivative · entry 24 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,981 Underlying: Common Stock · 140,000 shares Expires 2031-01-21 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. F21 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 50 | $307.54 | $15,377.00 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 14 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 712 | $306.54 | $218,259.68 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 13 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $306.37 to $307.08 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,980 | $305.85 | $2,134,840.68 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 12 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · 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 $305.35 to $306.32 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,279 | $304.86 | $1,609,363.33 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 11 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,742 F1 · 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 $304.28 to $305.24 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 18,016 | $303.72 | $5,471,889.78 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 10 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,021 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 $303.24 to $304.23 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,646 | $302.78 | $2,617,871.33 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 9 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,037 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 $302.24 to $303.23 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 25,017 | $301.76 | $7,549,232.49 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 8 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,683 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 $301.24 to $302.23 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 15,995 | $300.65 | $4,808,831.17 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 7 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,700 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 $300.24 to $301.16 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 28,177 | $299.81 | $8,447,819.63 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 6 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,695 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 $299.24 to $300.23 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 20,917 | $298.70 | $6,247,943.46 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 5 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,872 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 $298.22 to $299.20 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,113 | $297.69 | $1,224,397.32 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 4 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,789 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 $297.22 to $298.185 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,398 | $296.82 | $1,602,248.39 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 3 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,902 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $296.22 to $297.18 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $295.51 | $206,854.97 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 2 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,300 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 $295.00 to $295.92 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 |
| November 22, 2021 Filed Nov 24, 2021 19:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 140,000 | $30.56 | $4,278,400.00 |
DisclosureSEC source: 0001209191-21-066859 · doc4.xml · nonDerivative · entry 1 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 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 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $298.59 | $268,731.99 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 12 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,067,543 F13 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $298.54 to $299.00 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 14,873 | $297.84 | $4,429,711.85 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 11 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,068,443 F12 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $297.50 to $298.48 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,899 | $296.96 | $4,127,395.61 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 10 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,083,316 F11 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $296.50 to $297.49 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 52,490 | $296.02 | $15,538,131.79 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 9 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,097,215 F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $295.50 to $296.49 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 30,952 | $294.94 | $9,129,032.40 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 8 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,149,705 F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $294.50 to $295.47 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 23,271 | $293.97 | $6,840,982.85 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 7 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,180,657 F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $293.49 to $294.48 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,608 | $293.04 | $3,987,676.07 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 6 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,203,928 F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $292.48 to $293.45 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 31,705 | $291.97 | $9,256,845.44 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 5 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,217,536 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $291.45 to $292.44 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 22,152 | $290.77 | $6,441,230.08 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 4 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,249,241 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $290.44 to $291.43 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 16,375 | $290.12 | $4,750,662.60 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 3 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,271,393 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $289.44 to $290.41 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. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 11,623 | $288.94 | $3,358,348.46 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 2 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,287,768 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $288.41 to $289.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| September 03, 2021 Filed Sep 8, 2021 20:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 32,900 | $287.98 | $9,474,505.81 |
DisclosureSEC source: 0001209191-21-055233 · doc4.xml · nonDerivative · entry 1 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,299,391 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $287.38 to $288.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| July 20, 2021 Filed Aug 18, 2021 16:59 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 635,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052243 · doc4.xml · derivative · entry 1 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635,850 Underlying: Common Stock · 635,850 shares Expires 2031-07-20 F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest as to 1/3rd of the total shares on August 28, 2022 and thereafter 1/12th of the total shares vest quarterly until such time as the RSUs are 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 18:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 225,981 | Not disclosed Strike: $30.56 | Not disclosed |
DisclosureSEC source: 0001209191-21-037864 · doc4.xml · derivative · entry 4 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 225,981 Underlying: Common Stock · 225,981 shares Expires 2031-01-21 F5 · price: The options were received in the Merger in exchange for stock options to acquire 608,359 shares of DivvyPay common stock at a price of $11.35 per share. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 18:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 93,430 | Not disclosed Strike: $5.09 | Not disclosed |
DisclosureSEC source: 0001209191-21-037864 · doc4.xml · derivative · entry 3 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,430 Underlying: Common Stock · 93,430 shares Expires 2029-08-20 F4 · price: The options were received in the Merger in exchange for stock options to acquire 251,522 shares of DivvyPay common stock at a price of $1.89 per share. F3 · derivative.exercise_date: The option is fully vested and exercisable. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 18:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantCommon Stock | 1,332,291 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-037864 · doc4.xml · nonDerivative · entry 2 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,332,291 F1 · price: The shares of common stock were received in exchange for shares of DivvyPay, Inc. ("DivvyPay") common stock pursuant to the terms of an Agreement and Plan of Merger, dated as of May 6, 2021, with the Issuer, certain of the Issuer's subsidiaries, DivvyPay and a shareholder representative, whereby DivvyPay became a wholly owned subsidiary of the Issuer (the "Merger"). The share consideration consisted of cash and shares of the Issuer's common stock and was calculated based on a fixed value of $157.2697 per share of the Issuer's common stock. F2 · ownership.nature: Represents shares held by BTM Investment Holdings, LLC, of which the Reporting Person is the managing member. Read SEC document |
| June 01, 2021 Filed Jun 3, 2021 18:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantCommon Stock | 195,708 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-037864 · doc4.xml · nonDerivative · entry 1 Murray Blake Thomas · CIK 0001865273 · CEO, DivvyPay, LLC 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 195,708 F1 · price: The shares of common stock were received in exchange for shares of DivvyPay, Inc. ("DivvyPay") common stock pursuant to the terms of an Agreement and Plan of Merger, dated as of May 6, 2021, with the Issuer, certain of the Issuer's subsidiaries, DivvyPay and a shareholder representative, whereby DivvyPay became a wholly owned subsidiary of the Issuer (the "Merger"). The share consideration consisted of cash and shares of the Issuer's common stock and was calculated based on a fixed value of $157.2697 per share of the Issuer's common stock. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.