Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Chief Product Officer | September 15, 2026 | September 17, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date September 15, 2026 · Filed September 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 46,856 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 46,856 · Balance 46,856 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. |
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: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 15, 2026 Filed Sep 17, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 46,856 | $0.00 | $0.00 |
DisclosureSEC source: 0002067425-26-000004 · form4-09172026_040909.xml · derivative · entry 1 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,856 Underlying: Common Stock · 46,856 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 vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 31, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,754 | $49.13 | $528,384.89 |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · nonDerivative · entry 4 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 997 F4 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2025. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.84 to $49.41 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Unit · Derivative | 6,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · derivative · entry 6 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,059 Underlying: Common Stock · 6,531 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 12,897 | $0.00 | $0.00 |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · derivative · entry 5 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 141,873 Underlying: Common Stock · 12,897 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. F6 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on May 28, 2026, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on May 28, 2026, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 8,674 | $50.31 | $436,388.94 |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · nonDerivative · entry 3 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,751 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · nonDerivative · entry 2 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,425 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 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2026 Filed Sep 1, 2026 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 12,897 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002067425-26-000003 · form4-09012026_090957.xml · nonDerivative · entry 1 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,894 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 |
| August 17, 2026 Filed Aug 20, 2026 01:00 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 19,590 | $0.00 | $0.00 |
DisclosureSEC source: 0002067425-26-000002 · form4-08192026_090803.xml · derivative · entry 1 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,590 Underlying: Common Stock · 19,590 shares Expires not disclosed F1 · security: Represents performance-based restricted stock units ("PSUs") that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 17, 2026. F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 29, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,500 | $37.10 | $129,847.20 |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · nonDerivative · entry 5 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 997 F4 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2025. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $37.08 to $37.15 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 |
| May 29, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 23,775 | $36.80 | $874,981.82 |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · nonDerivative · entry 4 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 4,497 F4 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2025. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $36.08 to $37.07 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 |
| May 29, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,600 | $35.68 | $199,834.32 |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · nonDerivative · entry 3 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,272 F4 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 2, 2025. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.08 to $36.06 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 |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 51,591 | $0.00 | $0.00 |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · derivative · entry 6 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 154,770 Underlying: Common Stock · 51,591 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. F8 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on May 28, 2026, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on May 28, 2026, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 18,716 | $34.85 | $652,252.60 |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · nonDerivative · entry 2 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,872 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 51,591 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002067425-26-000001 · form4-06012026_040616.xml · nonDerivative · entry 1 Cieri Michael · CIK 0002067425 · Chief Product Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,588 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. F2 · balance_after: Includes 540 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on November 14, 2025, and 457 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2026. 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.