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 |
|---|---|---|---|---|---|---|
| August 28, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 9 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,135 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, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 8 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,312 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, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,631 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, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,248 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, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 895 | $52.31 | $46,817.45 |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,664 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 262 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,559 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 |
| August 28, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,297 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 28, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,719 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 28, 2024 Filed Aug 29, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022580 · form4-08292024_090827.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,265 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, 2024 Filed Jun 3, 2024 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 642 | $51.59 | $33,118.02 |
DisclosureSEC source: 0001415889-24-015179 · form4-06032024_090653.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 6,057 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 $51.37 to $51.74 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, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · derivative · entry 9 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,397 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 |
| May 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · derivative · entry 8 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,890 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 |
| May 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,085 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 |
| May 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,207 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,456 Underlying: Common Stock · 1,207 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 |
| May 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 894 | $51.90 | $46,398.60 |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · nonDerivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,699 F2 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · nonDerivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,593 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 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,332 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 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,754 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 28, 2024 Filed May 30, 2024 22:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014934 · form4-05302024_100530.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,300 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 |
| March 07, 2024 Filed Mar 11, 2024 22:58 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 920 | $65.34 | $60,112.80 |
DisclosureSEC source: 0001415889-24-007567 · form4-03112024_100334.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,093 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 |
| February 28, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 10 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,658 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. F8 · 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. F8 · 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, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 9 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,468 Underlying: Common Stock · 577 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 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. F7 · 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, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 453 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 8 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,539 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. F6 · 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. F6 · 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, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,663 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. F5 · 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. F5 · 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, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Unit · Derivative | 13,331 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,331 Underlying: Common Stock · 13,331 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. F4 · 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. F4 · 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, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 938 | $63.76 | $59,806.88 |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,013 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,951 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 577 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,690 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 453 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,113 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006186 · form4-03022024_010331.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, FINANCE & ACCOUNTING 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,660 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 238 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2024. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 47 | $68.40 | $3,214.99 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 7 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,214 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.33 to $68.42 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 29, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 633 | $67.73 | $42,876.00 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,261 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 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 29, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 579 | $66.98 | $38,782.81 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,894 F2 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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 28, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 11 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,919 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. F9 · 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. F9 · 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, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 10 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,045 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. F8 · 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. F8 · 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, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 9 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,992 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. F7 · 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. F7 · 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, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · derivative · entry 8 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,871 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. F6 · 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. F6 · 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, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 261 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,473 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 28, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 578 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,212 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 28, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 454 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,634 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 28, 2023 Filed Dec 1, 2023 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,208 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057020 · doc4.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,180 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 30, 2023 Filed Sep 1, 2023 22:21 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 675 | $110.62 | $74,668.50 |
DisclosureSEC source: 0001209191-23-048015 · doc4.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,972 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 September 8, 2022, prior to the effective date of the recent amendments to Rule 10b5-1. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 244 | $110.81 | $27,036.49 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,647 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 2023. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.45 to $111.23 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 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 270 | $110.01 | $29,702.75 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,891 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 2023. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.43 to $110.42 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 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 48 | $108.92 | $5,228.40 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 4 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,161 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.43 to $109.40 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 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 93 | $107.60 | $10,006.87 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 3 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,209 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.39 to $108.31 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 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 69 | $106.94 | $7,378.59 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 2 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,302 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.38 to $107.37 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 29, 2023 Filed Sep 1, 2023 01:38 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 166 | $106.05 | $17,604.12 |
DisclosureSEC source: 0001209191-23-047900 · doc4.xml · nonDerivative · entry 1 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,371 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") that were reported on the Form 4 filed on August 30, 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 $105.38 to $106.37 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, 2023 Filed Aug 31, 2023 00:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 578 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047793 · doc4.xml · derivative · entry 6 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,623 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. F4 · 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. F4 · 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, 2023 Filed Aug 31, 2023 00:18 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047793 · doc4.xml · derivative · entry 5 Cota Germaine · CIK 0001830532 · SVP, Finance & Accounting 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,446 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. F3 · 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. F3 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.