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 16, 2019 Filed Dec 18, 2019 17:22 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionCommon Stock | 4,753,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023366 · doc1.xml · nonDerivative · entry 1 PIAKER STEVEN F · CIK 0001231587 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 4,753,167 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 · 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. 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.