Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 05, 2025 | December 09, 2025 |
| CONCENTRIX SERVICESOURCE INC.SREV · Entity 125270 | Director | August 17, 2017 | August 18, 2017 |
| Innovid Corp.CTV · Entity 83157 | Director | June 07, 2022 | June 09, 2022 |
| Salesforce, Inc.CRM · Entity 2842 | Chief Financial Officer | February 28, 2008 | February 29, 2008 |
| Yext, Inc.YEXT · Entity 5265 | Chief Financial Officer | March 20, 2022 | March 22, 2022 |
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 December 05, 2025 · Filed December 09, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,537 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 1 · 2025-12-05 · Exercise / conversion · Acquired 2,095 · Balance 8,537 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-12-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-12-05 · Exercise / conversion · Disposed 2,095 · Balance 0 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: 100% of the RSUs vested on December 5, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: 100% of the RSUs vested on December 5, 2025.
CONCENTRIX SERVICESOURCE INC.
Report date August 17, 2017 · Filed August 18, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,251 |
Ending reported balance
After 2017-08-18 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-08-17 · Sale · Disposed 60,853 · Balance 64,943 F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected. Row 2 · 2017-08-18 · Sale · Disposed 29,692 · Balance 35,251 F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were sold in multiple trades during the day at prices ranging from $3.21 to $3.39. The weighted-average price is reported above. The reporting person hereby undertakes to provide upon request, to the SEC staff, the Issuer or a security holder of the Issuer, full information regarding the number of shares and prices at which the transactions were effected.
F2: The shares were sold in multiple trades during the day at prices ranging from $3.15 to $3.29. The weighted-average price is reported above.
Innovid Corp.
Report date June 07, 2022 · Filed June 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 130,636 |
Reported balance
After 2022-06-07 transaction · row 1
1 source rowRow 1 · 2022-06-07 · Grant · Acquired 78,475 · Balance 130,636 F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock.
Salesforce, Inc.
Report date February 28, 2008 · Filed February 29, 2008
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 178,604 |
Ending reported balance
After 2008-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2008-02-28 · Exercise / conversion · Acquired 1,800 · Balance 180,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 2 · 2008-02-28 · Sale · Disposed 1,000 · Balance 179,404 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. Row 3 · 2008-02-28 · Sale · Disposed 800 · Balance 178,604 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.10 · Expires 2012-06-26 | Direct | 32,111 |
Reported balance
After 2008-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2008-02-28 · Exercise / conversion · Disposed 1,800 · Balance 32,111 F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 730 |
Reported balance
Holding disclosure · report date 2008-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 730 F2: Shares held by the wife of the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition/Disposition of Derivative and/or Non-Derivative securities is pursuant to a 10b5-1 Plan.
F2: Shares held by the wife of the reporting person.
Yext, Inc.
Report date March 20, 2022 · Filed March 22, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 154,012 |
Ending reported balance
After 2022-03-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-20 · Exercise / conversion · Acquired 25,000 · Balance 160,422 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. Row 2 · 2022-03-21 · Sale · Disposed 6,410 · Balance 154,012 F2: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.49 to $6.78, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 125,000 |
Reported balance
After 2022-03-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-20 · Exercise / conversion · Disposed 25,000 · Balance 125,000 F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock. F4: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of Yext, Inc.'s common stock.
F2: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units.
F3: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.49 to $6.78, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price.
F4: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024.
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 05, 2025 Filed Dec 9, 2025 16:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001254015-25-000003 · form4-12092025_091255.xml · derivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,095 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. F2 · derivative.exercise_date: 100% of the RSUs vested on December 5, 2025. F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:20 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001254015-25-000003 · form4-12092025_091255.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,537 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 |
| December 05, 2024 Filed Dec 9, 2024 19:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028735 · form4-12102024_121232.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,095 Underlying: Common Stock · 2,095 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. F3 · 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. F3 · 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 |
| December 05, 2024 Filed Dec 9, 2024 19:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028735 · form4-12102024_121232.xml · derivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,883 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. F2 · derivative.exercise_date: 100% of the RSUs vested on December 5, 2024. F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2024. Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 19:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028735 · form4-12102024_121232.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,442 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 |
| December 07, 2023 Filed Dec 11, 2023 20:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058150 · doc4.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,883 Underlying: Common Stock · 2,883 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. 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 07, 2023 Filed Dec 11, 2023 20:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058150 · doc4.xml · derivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,733 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. F2 · derivative.exercise_date: 100% of the RSUs vested on December 7, 2023. F2 · derivative.expiration_date: 100% of the RSUs vested on December 7, 2023. Read SEC document |
| December 07, 2023 Filed Dec 11, 2023 20:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,733 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-058150 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,559 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 |
| December 08, 2022 Filed Dec 12, 2022 19:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 1,733 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060784 · doc4.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Common Stock · 1,733 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. 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 08, 2022 Filed Dec 12, 2022 19:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060784 · doc4.xml · derivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 873 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. F2 · derivative.exercise_date: 100% of the RSUs vested on December 8, 2022. F2 · derivative.expiration_date: 100% of the RSUs vested on December 8, 2022. Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 19:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 873 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-060784 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,826 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 10, 2022 Filed Nov 14, 2022 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 20,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-22-056785 · doc4.xml · derivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,333 Underlying: Common Stock · 20,000 shares Expires 2029-07-21 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. F3 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 28, 2020, and then 1/3 of the shares on each yearly anniversary thereafter 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 |
| November 10, 2022 Filed Nov 14, 2022 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $114.30 | $11,430.00 |
DisclosureSEC source: 0001209191-22-056785 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 Read SEC document |
| November 10, 2022 Filed Nov 14, 2022 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,012 | $113.80 | $1,480,816.35 |
DisclosureSEC source: 0001209191-22-056785 · doc4.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,053 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.30 to $114.17 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 10, 2022 Filed Nov 14, 2022 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,888 | $112.75 | $776,597.89 |
DisclosureSEC source: 0001209191-22-056785 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,065 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.30 to $113.25 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 |
| November 10, 2022 Filed Nov 14, 2022 18:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,000 | $13.40 | $268,000.00 |
DisclosureSEC source: 0001209191-22-056785 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,953 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. Read SEC document |
| June 07, 2022 Filed Jun 9, 2022 16:40 UTC | Innovid Corp. CTV · Entity 83157 | GrantCommon Stock | 78,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001835378-22-000085 · edgardoc.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,636 F1 · shares: 100% of the RSUs vest on the earlier of (i) June 7, 2023 or (ii) the day before the next annual meeting of stockholders of the Issuer, subject to the Reporting Person's continued service to the Issuer. Each restricted stock unit represents a contingent right to receive one share of Innovid Corp's Common Stock. Read SEC document |
| March 21, 2022 Filed Mar 22, 2022 17:13 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 6,410 | $6.58 | $42,172.03 |
DisclosureSEC source: 0001104659-22-036630 · tm228856-15_4seq1.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,012 F2 · kind: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $6.49 to $6.78, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:13 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-036630 · tm228856-15_4seq1.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,000 Underlying: Common Stock · 25,000 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. F4 · derivative.expiration_date: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. Read SEC document |
| March 20, 2022 Filed Mar 22, 2022 17:13 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-036630 · tm228856-15_4seq1.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,422 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| March 17, 2022 Filed Apr 22, 2022 16:20 UTC | Innovid Corp. CTV · Entity 83157 | GrantCommon Stock | 52,161 | $0.00 | $0.00 |
DisclosureSEC source: 0001835378-22-000048 · wf-form4_165065883282290.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,161 Read SEC document |
| March 09, 2022 Filed Mar 9, 2022 21:15 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 31,127 | $5.25 | $163,559.93 |
DisclosureSEC source: 0001104659-22-032149 · tm228856-2_4seq1.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,422 F2 · kind: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $5.15 to $5.41, inclusive. The reporting person will provide, upon request by the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| March 09, 2022 Filed Mar 11, 2022 21:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 873 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-018328 · doc4.xml · derivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 873 Underlying: Common Stock · 873 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 the 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 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 |
| March 08, 2022 Filed Mar 9, 2022 21:15 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-032149 · tm228856-2_4seq1.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,000 Underlying: Common Stock · 100,000 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 represents a contingent right to receive one share of the Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the reporting person's continued service on each such date, until the award is fully vested on June 20, 2024. In connection with the reporting person's resignation as Chief Financial Officer, the vesting of 100,000 restricted stock units was accelerated on March 8, 2022. F4 · derivative.expiration_date: One-twelfth of shares subject to award vested on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the reporting person's continued service on each such date, until the award is fully vested on June 20, 2024. In connection with the reporting person's resignation as Chief Financial Officer, the vesting of 100,000 restricted stock units was accelerated on March 8, 2022. Read SEC document |
| March 08, 2022 Filed Mar 9, 2022 21:15 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 100,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-032149 · tm228856-2_4seq1.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,549 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 represents a contingent right to receive one share of the Yext, Inc.'s common stock. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 17:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000262 · wf-form4_164012424839075.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,000 Underlying: Common Stock · 25,000 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-twelfth of shares subject to award vests on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. F4 · derivative.expiration_date: One-twelfth of shares subject to award vests on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 17:04 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 10,735 | $10.37 | $111,372.40 |
DisclosureSEC source: 0001614178-21-000262 · wf-form4_164012424839075.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,549 F2 · kind: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $10.2600 to $10.6000, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 17:04 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-21-000262 · wf-form4_164012424839075.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,284 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 17:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-069102 · doc4.xml · derivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · 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. F2 · 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. F2 · 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 17:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 953 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-069102 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 953 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 20, 2021 Filed Sep 22, 2021 16:49 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionRestricted Stock Unit · Derivative | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614178-21-000223 · wf-form4_163234374763356.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 Underlying: Common Stock · 25,000 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. F4 · derivative.exercise_date: One-twelfth of shares subject to award vests on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. F4 · derivative.expiration_date: One-twelfth of shares subject to award vests on September 20, 2021 and then quarterly thereafter on each of December 20, March 20, June 20 and September 20 and in each case subject to the executive's continued service on each such date, until the award is fully vested on June 20, 2024. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 16:49 UTC | Yext, Inc. YEXT · Entity 5265 | SaleCommon Stock | 7,483 | $12.25 | $91,689.20 |
DisclosureSEC source: 0001614178-21-000223 · wf-form4_163234374763356.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,284 F2 · kind: This transaction was effected pursuant to various non-discretionary, sell-to-cover arrangements mandated by the Issuer to fund tax withholding obligations in connection with the vesting of restricted stock units. F3 · price: Reflects a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $12.1300 to $12.5500, inclusive. The Reporting Person will provide, upon request by the staff of the Securities and Exchange Commission, the Issuer, or a security holder of the Issuer, full information regarding the number of common shares sold at each separate price. Read SEC document |
| September 20, 2021 Filed Sep 22, 2021 16:49 UTC | Yext, Inc. YEXT · Entity 5265 | Exercise / conversionCommon Stock | 25,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614178-21-000223 · wf-form4_163234374763356.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,767 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 represents a contingent right to receive one share of Yext, Inc.'s common stock. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 17:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-21-055529 · doc4.xml · derivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,333 Underlying: Common Stock · 2,000 shares Expires 2029-07-21 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_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter 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 |
| September 09, 2021 Filed Sep 10, 2021 17:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,000 | $295.00 | $590,000.00 |
DisclosureSEC source: 0001209191-21-055529 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 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. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 17:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,000 | $13.40 | $26,800.00 |
DisclosureSEC source: 0001209191-21-055529 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · derivative · entry 10 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,333 Underlying: Common Stock · 2,000 shares Expires 2029-07-21 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. F7 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter 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 |
| September 02, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 30 | $290.68 | $8,720.40 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 9 CAKEBREAD STEVEN · CIK 0001254015 · Director 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. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $289.38 | $86,814.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 8 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $288.79 to $289.70 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, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $288.23 | $86,469.99 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $287.75 to $288.54 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, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 670 | $287.01 | $192,293.69 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $286.68 to $287.46 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, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $285.58 | $57,115.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,300 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $285.48 to $285.67 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, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $283.86 | $85,157.01 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 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 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $283.40 to $284.14 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, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $281.56 | $28,156.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 3 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,800 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $277.97 | $27,797.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 2 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,900 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| September 02, 2021 Filed Sep 3, 2021 19:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,000 | $13.40 | $26,800.00 |
DisclosureSEC source: 0001209191-21-054897 · doc4.xml · nonDerivative · entry 1 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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. Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 17:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $13.40 | $0.00 |
DisclosureSEC source: 0001209191-21-053659 · doc4.xml · derivative · entry 7 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,333 Underlying: Common Stock · 2,000 shares Expires 2029-07-21 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. F6 · derivative.exercise_date: The option vests over a three year period, with 1/3 of the shares vesting on May 15, 2020, and then 1/3 of the shares on each yearly anniversary thereafter 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 |
| August 26, 2021 Filed Aug 27, 2021 17:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $222.15 | $22,215.00 |
DisclosureSEC source: 0001209191-21-053659 · doc4.xml · nonDerivative · entry 6 CAKEBREAD STEVEN · CIK 0001254015 · Director 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. Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 17:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $221.23 | $66,369.00 |
DisclosureSEC source: 0001209191-21-053659 · doc4.xml · nonDerivative · entry 5 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $220.95 to $221.59 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 26, 2021 Filed Aug 27, 2021 17:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 611 | $220.20 | $134,542.75 |
DisclosureSEC source: 0001209191-21-053659 · doc4.xml · nonDerivative · entry 4 CAKEBREAD STEVEN · CIK 0001254015 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $219.93 to $220.87 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.