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Mawhinney Thomas

Disclosed activity across 1 company

Tapewire entity
145436
SEC CIK
0001796200

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BILL Holdings, Inc.BILL · Entity 3940DirectorNovember 06, 2020November 10, 2020

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 November 06, 2020 · Filed November 10, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectSee Footnote429,201 Reported balance After 2020-11-06 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2020-11-06 · Other · Disposed 429,202 · Balance 429,201

F1: 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Common StockSEC Table I · non-derivativeDirect20,772 Reported balance After 2020-11-06 transaction · row 2
1 source row

Row 2 · 2020-11-06 · Other · Acquired 16,061 · Balance 20,772

F1: 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.

Filing footnotes · ownership attribution and instrument terms

F1: 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
November 06, 2020 Filed Nov 10, 2020 17:58 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 16,061 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-057731 · doc4.xml · nonDerivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,772

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 06, 2020 Filed Nov 10, 2020 17:58 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 429,202 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-057731 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 429,201

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 Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:18 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-053750 · doc4.xml · derivative · entry 3

Mawhinney Thomas · CIK 0001796200 · 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 17:18 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-053750 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,711

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
September 10, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 4,600 $94.40 $434,240.92
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 6

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,461

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.09 to $94.78 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 09, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 4,900 $87.84 $430,399.34
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 5

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,061

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.49 to $88.125 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 09, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 2,586 $86.81 $224,481.87
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 4

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,961

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.45 to $87.44 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 09, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 7,514 $85.98 $646,042.45
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 3

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,547

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.445 to $86.43 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
September 02, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 7,000 $99.97 $699,781.60
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,061

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.83 to $100.25 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.

Read SEC document
September 02, 2020 Filed Sep 10, 2020 19:42 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 5,500 $99.57 $547,647.65
Disclosure

SEC source: 0001209191-20-050059 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,061

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.835 to $99.81 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 28, 2020 Filed Sep 1, 2020 17:30 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 32,122 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-048958 · doc4.xml · nonDerivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,561

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 28, 2020 Filed Sep 1, 2020 17:30 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 858,403 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-048958 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 858,403

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 Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:31 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040650 · doc4.xml · derivative · entry 3

Mawhinney Thomas · CIK 0001796200 · 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 18:31 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040650 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,439

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 16:59 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 686,722 $74.25 $50,989,108.50
Disclosure

SEC source: 0001209191-20-037304 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,716,806

F1 · ownership.nature: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
May 26, 2020 Filed May 28, 2020 19:25 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 939 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032751 · doc4.xml · nonDerivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,189

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 19:25 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 1,030,083 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032751 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 2,403,528

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 Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 17:40 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-023363 · doc4.xml · derivative · entry 3

Mawhinney Thomas · CIK 0001796200 · 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 17:40 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-023363 · doc4.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · 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 17:15 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-011641 · doc4.xml · derivative · entry 1

Mawhinney Thomas · CIK 0001796200 · 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 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries G Convertible Preferred Stock · Derivative 51,187 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 7

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 51,187 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries F Convertible Preferred Stock · Derivative 81,983 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 6

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 81,983 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries E Convertible Preferred Stock · Derivative 373,134 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 5

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 373,134 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries D Convertible Preferred Stock · Derivative 417,081 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 4

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 417,081 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries C Convertible Preferred Stock · Derivative 2,407,487 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 3

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 2,407,487 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries B Convertible Preferred Stock · Derivative 102,739 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · derivative · entry 2

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 102,739 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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

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December 16, 2019 Filed Dec 18, 2019 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionCommon Stock 3,433,611 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023362 · doc1.xml · nonDerivative · entry 1

Mawhinney Thomas · CIK 0001796200 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,433,611

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: The shares are held by Icon Ventures IV, L.P. Icon Management Associates IV, LLC is the general partner of Icon Ventures IV, L.P. Joseph Horowitz, Thomas Mawhinney, a member of the Issuer's board of directors, and Jeb Miller are the managing members of Icon Management Associates IV, LLC and share voting and dispositive control with respect to the shares held by Icon Ventures IV, L.P.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.