Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Chief Revenue Officer | September 08, 2021 | September 10, 2021 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 08, 2021 · Filed September 10, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-09-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-09-08 · Sale · Disposed 94 · Balance 0 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2: Prior to sale included 94 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.
F2: Prior to sale included 94 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 08, 2021 Filed Sep 10, 2021 22:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 94 | $292.53 | $27,497.82 |
DisclosureSEC source: 0001209191-21-055554 · doc4.xml · nonDerivative · entry 1 Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer 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. F2 · balance_after: Prior to sale included 94 shares of Common Stock acquired under the Issuer's employee stock purchase plan on September 3, 2021. Read SEC document |
| July 20, 2021 Filed Aug 18, 2021 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Unit · Derivative | 13,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052236 · doc4.xml · derivative · entry 2 Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,369 Underlying: Common Stock · 13,369 shares Expires 2031-07-20 F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 20, 2021 Filed Aug 18, 2021 20:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,355 | $0.00 Strike: $194.41 | $0.00 |
DisclosureSEC source: 0001209191-21-052236 · doc4.xml · derivative · entry 1 Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,355 Underlying: Common Stock · 8,355 shares Expires 2031-07-19 F1 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 22:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Unit · Derivative | 51,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-052507 · doc4.xml · derivative · entry 2 Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,504 Underlying: Common Stock · 51,504 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. F3 · derivative.exercise_date: The RSUs vest as to 25% of the total shares on November 28, 2021 and thereafter 6.25% 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. F2 · derivative.expiration_date: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock and has no expiration date. Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 22:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 32,190 | $0.00 Strike: $97.54 | $0.00 |
DisclosureSEC source: 0001209191-20-052507 · doc4.xml · derivative · entry 1 Clayton Thomas J. · CIK 0001824799 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,190 Underlying: Common Stock · 32,190 shares Expires 2030-09-27 F1 · derivative.exercise_date: The option vests as to 25% of the total shares on November 28, 2021 and thereafter 6.25% of the total shares vest quarterly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.