Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | See Remarks | May 28, 2026 | June 01, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BILL Holdings, Inc.
Report date May 28, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 67,758 |
Ending reported balance
After 2026-05-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-05-28 · Exercise / conversion · Acquired 14,787 · Balance 70,587 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2026-05-28 · Exercise / conversion · Acquired 4,147 · Balance 74,734 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Row 3 · 2026-05-28 · Tax withholding · Disposed 6,976 · Balance 67,758 F3: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 67,057 |
Reported balance
After 2026-05-28 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-28 · Exercise / conversion · Disposed 7,451 · Balance 67,057 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4: The RSUs vest as to 1/4th of the total shares on August 28, 2025, 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. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 20,737 |
Reported balance
After 2026-05-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-28 · Exercise / conversion · Disposed 4,147 · Balance 20,737 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,337 |
Reported balance
After 2026-05-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-28 · Exercise / conversion · Disposed 7,336 · Balance 7,337 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
F3: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.
F4: The RSUs vest as to 1/4th of the total shares on August 28, 2025, 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: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.
F6: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 7,336 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · derivative · entry 6 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,337 Underlying: Common Stock · 7,336 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 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F6 · 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 |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 4,147 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · derivative · entry 5 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,737 Underlying: Common Stock · 4,147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,451 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · derivative · entry 4 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,057 Underlying: Common Stock · 7,451 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 August 28, 2025, 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 August 28, 2025, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 6,976 | $34.85 | $243,113.60 |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · nonDerivative · entry 3 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,758 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · nonDerivative · entry 2 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 20:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 14,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-26-000002 · form4-06012026_040612.xml · nonDerivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,587 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, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 7,337 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · derivative · entry 6 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,673 Underlying: Common Stock · 7,337 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 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F6 · 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 |
| February 28, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 4,147 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · derivative · entry 5 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,884 Underlying: Common Stock · 4,147 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,451 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · derivative · entry 4 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,508 Underlying: Common Stock · 7,451 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 August 28, 2025, 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 August 28, 2025, 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, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 5,063 | $44.19 | $223,733.97 |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · nonDerivative · entry 3 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,800 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,147 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · nonDerivative · entry 2 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 14,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-26-000001 · form4-03032026_100317.xml · nonDerivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,716 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, 2025 Filed Dec 2, 2025 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 7,336 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 6 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,010 Underlying: Common Stock · 7,336 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 4 equal quarterly installments over one year, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F6 · 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 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 4,148 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 5 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,031 Underlying: Common Stock · 4,148 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,450 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · derivative · entry 4 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,959 Underlying: Common Stock · 7,450 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 August 28, 2025, 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 August 28, 2025, 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 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 7,652 | $50.15 | $383,747.80 |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 3 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,928 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,148 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 2 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,580 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 14,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002039683-25-000005 · form4-12022025_091232.xml · nonDerivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,432 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 20:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 29,346 | $0.00 | $0.00 |
DisclosureSEC source: 0002039683-25-000004 · form4-09172025_080942.xml · derivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,346 Underlying: Common Stock · 29,346 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 |
| August 28, 2025 Filed Sep 2, 2025 22:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 16,592 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023451 · form4-09022025_100939.xml · derivative · entry 5 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,179 Underlying: Common Stock · 16,592 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 29,804 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023451 · form4-09022025_100939.xml · derivative · entry 4 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,409 Underlying: Common Stock · 29,804 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 August 28, 2025, 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 August 28, 2025, 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 22:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 15,750 | $49.20 | $774,900.00 |
DisclosureSEC source: 0001415889-25-023451 · form4-09022025_100939.xml · nonDerivative · entry 3 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,646 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 16,592 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023451 · form4-09022025_100939.xml · nonDerivative · entry 2 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,396 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 29,804 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023451 · form4-09022025_100939.xml · nonDerivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,804 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 19, 2025 Filed Aug 21, 2025 20:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 49,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-022613 · form4-08212025_080830.xml · derivative · entry 1 Bowman Mary Kay · CIK 0002039683 · See Remarks 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,771 Underlying: Common Stock · 49,771 shares Expires not disclosed F1 · security: Represents performance-based restricted stock units ("PSUs") previously reported on September 18, 2024, that were earned by the Reporting Person upon the achievement of certain performance criteria as certified by the Audit Committee of the Issuer's Board of Directors on August 19, 2025. F2 · derivative.exercise_price: Each PSU represents a conditional right to receive one share of the Issuer's Common Stock. F3 · derivative.exercise_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: The PSUs vest and settle over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.