Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
BILL Holdings, Inc.
Report date December 22, 2021 · Filed February 25, 2022
Section 16 reporting ended · disclosed 2022-02-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 108,567 |
Reported balance
After 2021-12-22 transaction · row 1
1 source rowRow 1 · 2021-12-22 · Other · Disposed 953 · Balance 108,567 F1: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to an affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer. |
Filing footnotes · ownership attribution and instrument terms
F1: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to an affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer.
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 |
|---|---|---|---|---|---|---|
| December 22, 2021 Filed Feb 25, 2022 19:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-013386 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,567 F1 · kind: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to an affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer. Read SEC document |
| December 10, 2021 Filed Dec 10, 2021 17:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069112 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,520 F2 · shares: Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 17:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069112 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 953 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. F3 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F3 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of the next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 17:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-069112 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,520 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 12, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 203 | $335.64 | $68,134.25 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 12 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,567 F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $335.52 to $335.75 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 12, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,797 | $334.84 | $3,280,379.47 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 11 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,770 F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $334.50 to $335.45 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 |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $342.05 | $34,205.00 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 10 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,567 Read SEC document |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,456 | $341.49 | $838,693.79 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 9 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,667 F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $341.04 to $342.00 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 |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,632 | $340.49 | $1,577,155.24 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 8 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,123 F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $340.00 to $340.96 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 |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 7,812 | $339.43 | $2,651,588.88 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 7 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,755 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $339.00 to $339.96 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 |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $338.04 | $236,624.99 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 6 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,567 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $338.00 to $338.09 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 |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,200 | $337.00 | $741,405.06 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 5 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,267 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $336.60 to $337.41 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. Read SEC document |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,853 | $335.97 | $622,559.27 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 4 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,467 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $335.59 to $336.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| November 08, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,247 | $334.96 | $1,757,549.81 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,320 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $334.56 to $335.52 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 |
| February 16, 2021 Filed Feb 18, 2021 17:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012022 · doc4.xml · derivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 Underlying: Common Stock · 953 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F2 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| February 05, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 326 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,567 F1 · kind: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to a previously affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer. Read SEC document |
| February 05, 2021 Filed Nov 19, 2021 17:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 924 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-065868 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,893 F1 · kind: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to a previously affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001532 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F3 · derivative.expiration_date: The RSUs vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| January 01, 2021 Filed Jan 5, 2021 18:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-001532 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,817 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 13, 2020 Filed Jan 5, 2021 18:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001532 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,567 F1 · kind: Under the governing documents of the fund that the Reporting Person represents, the shares were transferred to a previously affiliated management company. The Reporting Person did not receive any consideration in connection with such transfer. Read SEC document |
| November 10, 2020 Filed Nov 10, 2020 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $95.03 | $38,013.00 |
DisclosureSEC source: 0001209191-20-057770 · doc4.xml · nonDerivative · entry 5 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.00 to $95.11 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. F2 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| November 10, 2020 Filed Nov 10, 2020 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,088 | $94.00 | $290,272.00 |
DisclosureSEC source: 0001209191-20-057770 · doc4.xml · nonDerivative · entry 4 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 400 F2 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,012 | $98.09 | $197,351.65 |
DisclosureSEC source: 0001209191-20-057770 · doc4.xml · nonDerivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,488 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.00 to $98.25 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: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 25,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-057770 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,317 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. Read SEC document |
| November 09, 2020 Filed Nov 10, 2020 19:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 452,582 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-057770 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 5,500 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. F2 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-053763 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 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. F3 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F3 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| October 01, 2020 Filed Oct 5, 2020 17:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-053763 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,887 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 16:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,300 | $99.37 | $228,545.94 |
DisclosureSEC source: 0001209191-20-049172 · doc4.xml · nonDerivative · entry 5 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,637 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.25 to $99.42 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 16:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 47,700 | $98.77 | $4,711,319.46 |
DisclosureSEC source: 0001209191-20-049172 · doc4.xml · nonDerivative · entry 4 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,937 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.25 to $99.24 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 31, 2020 Filed Sep 2, 2020 16:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049172 · doc4.xml · nonDerivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 180,637 Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 16:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 128,469 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049172 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,137 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. Read SEC document |
| August 31, 2020 Filed Sep 2, 2020 16:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 2,300,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049172 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 458,082 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. F2 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040633 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 1,250 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. F3 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F3 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-040633 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,668 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 |
| July 01, 2020 Filed Jul 2, 2020 18:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-040631 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 1,250 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. F3 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F3 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| July 01, 2020 Filed Jul 2, 2020 18:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-040631 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,668 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 |
| June 15, 2020 Filed Jun 17, 2020 17:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 569,135 | $74.25 | $42,258,273.75 |
DisclosureSEC source: 0001209191-20-037326 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,758,082 F1 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| May 29, 2020 Filed Jun 1, 2020 17:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 15,000 | $69.73 | $1,045,942.50 |
DisclosureSEC source: 0001209191-20-033250 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,418 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.50 to $70.09 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 |
| May 28, 2020 Filed Jun 1, 2020 17:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,000 | $71.02 | $710,158.00 |
DisclosureSEC source: 0001209191-20-033250 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,418 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.94 to $71.20 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 |
| May 26, 2020 Filed May 28, 2020 19:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 76,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032753 · doc4.xml · nonDerivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,418 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. Read SEC document |
| May 26, 2020 Filed May 28, 2020 19:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | OtherCommon Stock | 1,425,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-032753 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 3,327,217 F1 · kind: The shares reported on this form represent pro rata distributions, and not sales or purchases, of securities by the reporting entity to its partners or members or the funds for which it acts as nominee without consideration. F2 · ownership.nature: The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US) LP. The Financial Partners team of Napier Park Global Capital (US) LP, under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-023403 · doc4.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 1,250 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. F3 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F3 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| April 01, 2020 Filed Apr 3, 2020 17:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-023403 · doc4.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 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 19, 2020 Filed Feb 21, 2020 17:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-011647 · doc4.xml · derivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. F2 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries G Convertible Preferred Stock · Derivative | 419,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 7 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 419,049 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries F Convertible Preferred Stock · Derivative | 508,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 6 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 508,039 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries E Convertible Preferred Stock · Derivative | 756,463 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 5 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 756,463 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries D Convertible Preferred Stock · Derivative | 3,009,919 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 4 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 3,009,919 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries C Convertible Preferred Stock · Derivative | 8,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 3 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 8,328 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries B Convertible Preferred Stock · Derivative | 51,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · derivative · entry 2 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 51,369 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis. F2 · ownership.nature: (2) The shares are held by Financial Partners Fund I, L.P. Napier Park Global Capital GP LLC is the general partner of Financial Partners Fund I, L.P., which has delegated management responsibility to Napier Park Global Capital (US), L.P. The Financial Partners team of Napier Park Global Capital (US), L.P., under the authority and supervision of Steven Piaker, a member of the Issuer's board of directors, and Manu Rana, are deemed to have sole voting and investment power with respect to the shares held by Financial Partners Fund I, L.P. 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.