Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 8X8 INC /DE/EGHT · Entity 6065 | Chief Accting Off./Treasurer | January 18, 2022 | January 19, 2022 |
| Astera Labs, Inc.ALAB · Entity 1853 | Chief Accting. Off. & VP, Fin. | July 20, 2026 | July 22, 2026 |
| BILL Holdings, Inc.BILL · Entity 3940 | SVP, FINANCE & ACCOUNTING | December 02, 2025 | December 04, 2025 |
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.
8X8 INC /DE/
Report date January 18, 2022 · Filed January 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,801 |
Reported balance
After 2022-01-18 transaction · row 1
1 source rowRow 1 · 2022-01-18 · Sale · Disposed 950 · Balance 47,801 F1: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of common stock automatically sold to satisfy the reporting person's tax obligation in respect of the shares issued upon vesting of an equity award, as previously reported.
Astera Labs, Inc.
Report date July 20, 2026 · Filed July 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,440 |
Reported balance
After 2026-07-20 transaction · row 1
1 source rowRow 1 · 2026-07-20 · Grant · Acquired 1,451 · Balance 26,440 F1: These shares represent an award of restricted stock units ("RSUs") granted on July 20, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that 6.25% of the RSUs shall vest in 16 equal quarterly installments following the vesting commencement date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent an award of restricted stock units ("RSUs") granted on July 20, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that 6.25% of the RSUs shall vest in 16 equal quarterly installments following the vesting commencement date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
BILL Holdings, Inc.
Report date December 02, 2025 · Filed December 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,812 |
Reported balance
After 2025-12-02 transaction · row 1
1 source rowRow 1 · 2025-12-02 · Sale · Disposed 1,104 · Balance 10,812 F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025.
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 |
|---|---|---|---|---|---|---|
| July 20, 2026 Filed Jul 22, 2026 23:55 UTC | Astera Labs, Inc. ALAB · Entity 1853 | GrantCommon Stock | 1,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-26-000008 · wk-form4_1784764499.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting. Off. & VP, Fin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,440 F1 · shares: These shares represent an award of restricted stock units ("RSUs") granted on July 20, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that 6.25% of the RSUs shall vest in 16 equal quarterly installments following the vesting commencement date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 02, 2026 Filed Feb 5, 2026 00:45 UTC | Astera Labs, Inc. ALAB · Entity 1853 | GrantCommon Stock | 3,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-26-000005 · wk-form4_1770252322.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · Chief Accting. Off. & VP, Fin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,989 F2 · shares: These shares represent an award of RSUs granted on February 2, 2026 under the Plan. Such award provides that the RSUs shall vest as to 100% on February 15, 2027, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 02, 2026 Filed Feb 5, 2026 00:45 UTC | Astera Labs, Inc. ALAB · Entity 1853 | GrantCommon Stock | 21,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-26-000005 · wk-form4_1770252322.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · Chief Accting. Off. & VP, Fin. 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,873 F1 · shares: These shares represent an award of restricted stock units ("RSUs") granted on February 2, 2026 under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan (the "Plan"). Such award provides that the RSUs shall vest as to 25% on February 15, 2027 and the remaining RSUs shall vest in 12 equal quarterly installments thereafter, subject to the Reporting Person's continuous service relationship with the Issuer through each applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 02, 2025 Filed Dec 4, 2025 00:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,104 | $51.23 | $56,557.92 |
DisclosureSEC source: 0001830532-25-000006 · form4-12042025_121210.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,812 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,190 Underlying: Common Stock · 730 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. F7 · derivative.exercise_date: The RSUs vest in 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,819 Underlying: Common Stock · 1,073 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 in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,829 Underlying: Common Stock · 261 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. F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · derivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,362 Underlying: Common Stock · 454 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. F4 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · derivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,208 Underlying: Common Stock · 1,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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. F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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 |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,895 | $50.15 | $95,034.25 |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,916 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,726 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001830532-25-000005 · form4-12022025_091252.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,811 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 15, 2025 Filed Sep 17, 2025 20:11 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,920 | $0.00 | $0.00 |
DisclosureSEC source: 0001830532-25-000004 · form4-09172025_080926.xml · derivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,920 Underlying: Common Stock · 2,920 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 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| September 02, 2025 Filed Sep 4, 2025 20:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,721 | $45.22 | $77,823.62 |
DisclosureSEC source: 0001415889-25-023663 · form4-09042025_080929.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,085 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,892 Underlying: Common Stock · 1,075 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,090 Underlying: Common Stock · 262 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 in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 578 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. F5 · derivative.exercise_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,816 Underlying: Common Stock · 454 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. F4 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · derivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,416 Underlying: Common Stock · 1,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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. F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,283 | $49.20 | $63,123.60 |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,806 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023460 · form4-09022025_100931.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,089 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 |
| May 30, 2025 Filed Jun 2, 2025 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,718 | $42.55 | $73,105.54 |
DisclosureSEC source: 0001415889-25-015231 · form4-06022025_090630.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,512 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on February 25, 2025. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $42.36 to $42.81 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,074 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,967 Underlying: Common Stock · 1,074 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 in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,352 Underlying: Common Stock · 261 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 578 Underlying: Common Stock · 578 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 will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,270 Underlying: Common Stock · 453 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. F5 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · derivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,624 Underlying: Common Stock · 1,208 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. F4 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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. F4 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,284 | $44.48 | $57,112.32 |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,230 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:29 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,574 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-014998 · form4-05302025_080518.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,514 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 295 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025. Read SEC document |
| March 04, 2025 Filed Mar 6, 2025 21:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 783 | $50.21 | $39,315.45 |
DisclosureSEC source: 0001415889-25-007214 · form4-03062025_090329.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,645 F1 · 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 7, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.34 to $50.95 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 |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 6,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 8 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,666 Underlying: Common Stock · 6,666 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 will vest annually over two years with the first vesting date being February 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs will vest annually over two years with the first vesting date being February 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,041 Underlying: Common Stock · 1,075 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,613 Underlying: Common Stock · 261 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 in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,156 Underlying: Common Stock · 578 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. F5 · derivative.exercise_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,723 Underlying: Common Stock · 454 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. F4 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · derivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,832 Underlying: Common Stock · 1,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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. F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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 |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 3,715 | $55.20 | $205,068.00 |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,428 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,242 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006844 · form4-03052025_020301.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,143 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 |
| January 31, 2025 Filed Feb 4, 2025 21:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,938 | $100.00 | $393,800.00 |
DisclosureSEC source: 0001415889-25-002935 · form4-02042025_090246.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,901 F1 · 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 7, 2023. Read SEC document |
| December 02, 2024 Filed Dec 4, 2024 21:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 803 | $89.99 | $72,261.97 |
DisclosureSEC source: 0001415889-24-028249 · form4-12042024_091256.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,839 F1 · 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 7, 2023. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,280 | $90.22 | $115,481.60 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,642 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,116 Underlying: Common Stock · 1,073 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,874 Underlying: Common Stock · 261 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 in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,734 Underlying: Common Stock · 578 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. F5 · derivative.exercise_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs will vest quarterly over three years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,177 Underlying: Common Stock · 454 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. F4 · derivative.exercise_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs will vest quarterly over four years with the first vesting date being November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · derivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,040 Underlying: Common Stock · 1,208 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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. F3 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on February 28, 2023, 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 |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,574 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028033 · form4-12032024_011244.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,922 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 08, 2024 Filed Nov 12, 2024 21:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,525 | $77.99 | $118,934.75 |
DisclosureSEC source: 0001415889-24-026621 · form4-11122024_091139.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,348 F1 · 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 7, 2023. F2 · balance_after: Includes 12 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on September 6, 2024. Read SEC document |
| September 16, 2024 Filed Sep 19, 2024 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 17,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023668 · form4-09192024_120903.xml · derivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,189 Underlying: Common Stock · 17,189 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 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 30, 2024 Filed Sep 5, 2024 00:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 40 | $55.52 | $2,220.80 |
DisclosureSEC source: 0001415889-24-022855 · form4-09052024_120925.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,861 F1 · 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 7, 2023. Read SEC document |
| August 30, 2024 Filed Sep 5, 2024 00:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 763 | $54.71 | $41,741.44 |
DisclosureSEC source: 0001415889-24-022855 · form4-09052024_120925.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,901 F1 · 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 7, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.52 to $55.02 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.