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 |
|---|---|---|---|---|---|---|
| August 27, 2021 Filed Sep 1, 2021 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $237.97 | $404,556.99 |
DisclosureSEC source: 0001209191-21-054174 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,311 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $237.61 to $238.23 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 27, 2021 Filed Sep 1, 2021 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $8.76 | $87,600.00 |
DisclosureSEC source: 0001209191-21-054174 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,011 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. Read SEC document |
| August 27, 2021 Filed Sep 1, 2021 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $8.76 | $87,600.00 |
DisclosureSEC source: 0001209191-21-054174 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,011 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. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 Underlying: Common Stock · 1,000 shares Expires 2030-05-27 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. F9 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,000 Underlying: Common Stock · 1,500 shares Expires 2029-02-12 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. F8 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,989 Underlying: Common Stock · 4,000 shares Expires 2028-08-01 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. F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,013 | $210.53 | $213,271.04 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,011 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $210.05 to $211.04 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 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,799 | $209.54 | $796,052.72 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,024 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $209.05 to $209.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 988 | $208.64 | $206,133.65 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,823 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $207.95 to $208.92 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 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 700 | $206.93 | $144,854.01 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,811 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $206.59 to $207.23 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 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,000 | $69.37 | $69,370.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,511 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. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,500 | $8.76 | $13,140.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,511 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. Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,000 | $5.26 | $21,040.00 |
DisclosureSEC source: 0001209191-21-050249 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,011 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. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-047871 · doc4.xml · derivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,080 Underlying: Common Stock · 10,000 shares Expires 2029-02-12 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. F4 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 21, 2021 Filed Jul 22, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,000 | $200.15 | $2,001,536.00 |
DisclosureSEC source: 0001209191-21-047871 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,011 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $200.00 to $200.77 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 |
| July 21, 2021 Filed Jul 22, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 10,000 | $8.76 | $87,600.00 |
DisclosureSEC source: 0001209191-21-047871 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,011 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. Read SEC document |
| July 20, 2021 Filed Aug 18, 2021 21:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 17,825 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-052247 · doc4.xml · derivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,825 Underlying: Common Stock · 17,825 shares Expires 2031-07-20 F2 · 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 in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 20, 2021 Filed Aug 18, 2021 21:02 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 11,141 | $0.00 Strike: $194.41 | $0.00 |
DisclosureSEC source: 0001209191-21-052247 · doc4.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,141 Underlying: Common Stock · 11,141 shares Expires 2031-07-19 F1 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · derivative · entry 15 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 1,000 shares Expires 2030-05-27 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. F12 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,500 Underlying: Common Stock · 1,500 shares Expires 2029-02-12 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. F11 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,989 Underlying: Common Stock · 4,000 shares Expires 2028-08-01 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. F10 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $189.07 | $75,628.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,011 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $188.84 to $189.57 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 875 | $188.21 | $164,687.78 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,411 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $187.83 to $188.44 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 910 | $187.16 | $170,317.97 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,286 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $186.83 to $187.48 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,005 | $186.11 | $187,044.57 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,196 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $185.77 to $186.68 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,610 | $185.24 | $298,231.41 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,201 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $184.76 to $185.72 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 812 | $184.02 | $149,426.76 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,811 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $183.62 to $184.60 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 588 | $183.14 | $107,683.62 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,623 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $182.61 to $183.60 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 |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 300 | $180.66 | $54,198.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,211 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,000 | $69.37 | $69,370.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,511 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. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,500 | $8.76 | $13,140.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,511 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. Read SEC document |
| July 06, 2021 Filed Jul 8, 2021 23:24 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,000 | $5.26 | $21,040.00 |
DisclosureSEC source: 0001209191-21-046064 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,011 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. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 19,011 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-21-043355 · doc4.xml · derivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,989 Underlying: Common Stock · 19,011 shares Expires 2028-08-01 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_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 23, 2021 Filed Jun 25, 2021 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 19,011 | $5.26 | $99,997.86 |
DisclosureSEC source: 0001209191-21-043355 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,011 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. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 Underlying: Common Stock · 1,000 shares Expires 2030-05-27 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. F12 · derivative.exercise_date: The option vests in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,000 Underlying: Common Stock · 1,500 shares Expires 2029-02-12 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. F11 · derivative.exercise_date: The option vests 50% on December 10, 2020 and thereafter 1/48 of the total shares vest monthly until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,000 Underlying: Common Stock · 4,000 shares Expires 2028-08-01 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. F10 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,400 | $154.56 | $216,381.06 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $154.27 to $154.74 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 |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,314 | $154.01 | $356,371.27 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,400 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $153.27 to $154.25 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 |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,700 | $152.64 | $259,483.92 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,714 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $152.27 to $152.95 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $151.81 | $136,632.96 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,414 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $151.22 to $152.14 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 |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 542 | $150.56 | $81,604.12 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,314 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.21 to $151.15 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 402 | $149.35 | $60,040.55 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,856 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $149.10 to $150.00 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 |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,100 | $148.03 | $162,833.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,258 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.78 to $148.40 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 |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,000 | $69.37 | $69,370.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,358 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. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,500 | $8.76 | $13,140.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,358 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. Read SEC document |
| June 07, 2021 Filed Jun 8, 2021 23:37 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,000 | $5.26 | $21,040.00 |
DisclosureSEC source: 0001209191-21-039042 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,858 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. Read SEC document |
| June 01, 2021 Filed Jun 4, 2021 00:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 494 | $149.04 | $73,625.96 |
DisclosureSEC source: 0001209191-21-038028 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,858 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 RSUs that were reported on a Form 4 filed on June 2, 2021. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $148.51 to $149.19 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 |
| June 01, 2021 Filed Jun 4, 2021 00:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 161 | $147.88 | $23,809.18 |
DisclosureSEC source: 0001209191-21-038028 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,352 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 RSUs that were reported on a Form 4 filed on June 2, 2021. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $147.47 to $148.40 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 |
| June 01, 2021 Filed Jun 4, 2021 00:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 273 | $146.90 | $40,103.70 |
DisclosureSEC source: 0001209191-21-038028 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,513 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 RSUs that were reported on a Form 4 filed on June 2, 2021. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $146.45 to $147.44 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.