Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | COO | February 28, 2026 | March 03, 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 February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,526 |
Ending reported balance
After 2026-02-28 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-02-28 · Exercise / conversion · Acquired 20,105 · Balance 146,686 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2026-02-28 · Exercise / conversion · Acquired 5,710 · Balance 152,396 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Row 3 · 2026-02-28 · Tax withholding · Disposed 9,870 · Balance 142,526 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 | 8,574 |
Reported balance
After 2026-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-28 · Exercise / conversion · Disposed 4,287 · Balance 8,574 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 15,677 |
Reported balance
After 2026-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-28 · Exercise / conversion · Disposed 2,612 · Balance 15,677 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 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 71,225 |
Reported balance
After 2026-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-02-28 · Exercise / conversion · Disposed 7,123 · Balance 71,225 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7: 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. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 60,834 |
Reported balance
After 2026-02-28 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-02-28 · Exercise / conversion · Disposed 6,083 · Balance 60,834 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,254 |
Reported balance
After 2026-02-28 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-02-28 · Exercise / conversion · Disposed 5,710 · Balance 34,254 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F8: 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. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 69,974 |
Reported balance
Holding disclosure · report date 2026-02-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 69,974 F4: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees. |
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 shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.
F5: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.
F6: 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: 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: 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.
F9: The RSUs vest in 12 equal quarterly installments over three years, 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 |
|---|---|---|---|---|---|---|
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 6,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,834 Underlying: Common Stock · 6,083 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 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, 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 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,254 Underlying: Common Stock · 5,710 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. F8 · 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. F8 · 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 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,225 Underlying: Common Stock · 7,123 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, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,677 Underlying: Common Stock · 2,612 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, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,574 Underlying: Common Stock · 4,287 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, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 9,870 | $44.19 | $436,155.30 |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,526 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 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,710 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,396 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 |
| February 28, 2026 Filed Mar 3, 2026 22:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 20,105 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550715-26-000001 · form4-03032026_100357.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,686 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| December 04, 2025 Filed Dec 5, 2025 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GiftCommon Stock | 10,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000006 · form4-12052025_101206.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 69,974 F1 · shares: Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund. F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 6,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,917 Underlying: Common Stock · 6,083 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. F10 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, 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 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 5,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,964 Underlying: Common Stock · 5,710 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. F9 · 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. F9 · 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 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,348 Underlying: Common Stock · 7,122 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 |
| November 28, 2025 Filed Dec 2, 2025 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,289 Underlying: Common Stock · 2,613 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 |
| November 28, 2025 Filed Dec 2, 2025 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,861 Underlying: Common Stock · 4,287 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, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,187 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 February 28, 2022, 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 February 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 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 14,221 | $50.15 | $713,183.15 |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,581 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 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,710 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,802 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 21:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 22,292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001550715-25-000005 · form4-12022025_091251.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,092 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 20:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 73,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001550715-25-000004 · form4-09172025_080908.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,000 Underlying: Common Stock · 73,000 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 22,838 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,674 Underlying: Common Stock · 22,838 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. F11 · 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. F11 · 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 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,894 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. F10 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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. F10 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,470 Underlying: Common Stock · 7,123 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,902 Underlying: Common Stock · 2,613 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 |
| August 28, 2025 Filed Sep 2, 2025 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,148 Underlying: Common Stock · 4,288 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, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,187 Underlying: Common Stock · 2,188 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 February 28, 2022, 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 February 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 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,115 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,115 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, 2021, 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, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2025 Filed Sep 2, 2025 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 21,362 | $49.20 | $1,051,010.40 |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,800 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 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 24,732 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,162 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 22:14 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 17,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-023454 · form4-09022025_100927.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,430 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 20:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 68,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-022610 · form4-08212025_080852.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,512 Underlying: Common Stock · 68,512 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 |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,894 Underlying: Common Stock · 1,894 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. F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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. F11 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,593 Underlying: Common Stock · 7,122 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. F10 · 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. F10 · 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 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,515 Underlying: Common Stock · 2,612 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 |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,436 Underlying: Common Stock · 4,287 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, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,375 Underlying: Common Stock · 2,187 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 February 28, 2022, 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 February 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 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,115 Underlying: Common Stock · 1,114 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, 2021, 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, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 9,762 | $44.48 | $434,213.76 |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,103 F4 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,865 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · 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, 2025 Filed May 30, 2025 20:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 17,322 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-015000 · form4-05302025_080502.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,971 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 231 shares of the Issuer's Common Stock acquired under the Issuer's employee stock purchase plan on May 15, 2025. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,788 Underlying: Common Stock · 1,894 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. F10 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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. F10 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,123 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,715 Underlying: Common Stock · 7,123 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, 2024, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,127 Underlying: Common Stock · 2,613 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, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,723 Underlying: Common Stock · 4,287 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, 2022, 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,562 Underlying: Common Stock · 2,188 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 February 28, 2022, 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 February 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 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,229 Underlying: Common Stock · 1,114 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, 2021, 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, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 7,138 | $55.20 | $394,017.60 |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,418 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, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,556 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, 2025 Filed Mar 5, 2025 02:23 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 17,325 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-006842 · form4-03052025_020331.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,662 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 29, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 9,744 | $90.22 | $879,103.68 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,337 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, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,682 Underlying: Common Stock · 1,894 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. F10 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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. F10 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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.