person · Reporting owner
DCM Affiliates Fund IV, L.P.
Disclosed activity across 1 company
Sign in to followReported 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.
Section 16 reporting ended · disclosed 2020-05-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 173,038 |
Reported balance
After 2020-05-27 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-05-27 · Sale · Disposed 71,920 · Balance 173,038 F1: The shares are held by DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. |
| Common StockSEC Table I · non-derivative | IndirectSee Footnote | 6,804,377 |
Reported balance
After 2020-05-27 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2020-05-27 · Sale · Disposed 2,828,080 · Balance 6,804,377 F2: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares are held by DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities.
F2: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities.
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 |
|---|---|---|---|---|---|---|
| May 27, 2020 Filed May 28, 2020 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,828,080 | $63.26 | $178,904,340.80 |
DisclosureSEC source: 0001209191-20-032749 · doc4.xml · nonDerivative · entry 2 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 6,804,377 F2 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 71,920 | $63.26 | $4,549,659.20 |
DisclosureSEC source: 0001209191-20-032749 · doc4.xml · nonDerivative · entry 1 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 173,038 F1 · ownership.nature: The shares are held by DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries G Convertible Preferred Stock · Derivative | 349,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 16 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 349,361 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries G Convertible Preferred Stock · Derivative | 8,884 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 15 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 8,884 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries F Convertible Preferred Stock · Derivative | 1,110,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 14 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,110,383 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries F Convertible Preferred Stock · Derivative | 28,237 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 13 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 28,237 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries E Convertible Preferred Stock · Derivative | 1,615,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 12 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 1,615,846 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries E Convertible Preferred Stock · Derivative | 41,092 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 11 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 41,092 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries D Convertible Preferred Stock · Derivative | 934,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 10 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 934,218 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries D Convertible Preferred Stock · Derivative | 23,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 9 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 23,758 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries C Convertible Preferred Stock · Derivative | 784,389 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 8 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 784,389 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries C Convertible Preferred Stock · Derivative | 19,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 7 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 19,947 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries B Convertible Preferred Stock · Derivative | 2,253,980 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 6 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 2,253,980 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries B Convertible Preferred Stock · Derivative | 57,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 5 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 57,320 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries A Convertible Preferred Stock · Derivative | 2,584,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 4 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 2,584,280 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionSeries A Convertible Preferred Stock · Derivative | 65,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · derivative · entry 3 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 0 Underlying: Common Stock · 65,720 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionCommon Stock | 9,632,457 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · nonDerivative · entry 2 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 9,632,457 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. F3 · ownership.nature: The shares are held by DCM IV, L.P. DCM Investment Management IV, L.P. is the general partner of the DCM Entities. DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 22:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | ConversionCommon Stock | 244,958 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-023332 · doc1.xml · nonDerivative · entry 1 DCM Affiliates Fund IV, L.P. · CIK 0001795404 · Director · 10% owner DCM IV, L.P. · CIK 0001795403 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 244,958 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 DCM Affiliates Fund IV, L.P. DCM Investment Management IV, L.P. is the general partner of DCM Affiliates Fund IV, L.P. and DCM IV, L.P. (collectively, the "DCM Entities"). DCM International IV, Ltd. is the general partner of DCM Investment Management IV, L.P. David Chao, the director of DCM International IV, Ltd. and a member of the Issuer's board of directors, may be deemed to have sole voting and investment power with respect to the shares held by the DCM Entities. 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.