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 |
|---|---|---|---|---|---|---|
| October 05, 2020 Filed Oct 7, 2020 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,800 | $101.67 | $894,666.08 |
DisclosureSEC source: 0001209191-20-054146 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,889 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 $101.09 to $102.08 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 |
| October 05, 2020 Filed Oct 7, 2020 21:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $1.72 | $25,800.00 |
DisclosureSEC source: 0001209191-20-054146 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,689 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 72,920 | $0.00 Strike: $8.76 | $0.00 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,080 Underlying: Common Stock · 72,920 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. F10 · 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 38,223 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,001 Underlying: Common Stock · 38,223 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. F9 · 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,400 | $90.04 | $216,094.56 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,689 F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.81 to $90.42 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,800 | $88.80 | $159,838.02 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,089 F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.70 to $89.24 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,010 | $88.01 | $881,016.14 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,889 F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.65 to $88.64 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 31,956 | $87.15 | $2,785,019.73 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,899 F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.65 to $87.64 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 19,317 | $86.10 | $1,663,199.50 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,855 F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.63 to $86.62 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 26,383 | $85.19 | $2,247,646.92 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,172 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.63 to $85.61 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 10,992 | $84.15 | $924,924.04 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,555 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.62 to $84.61 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,285 | $83.15 | $688,891.12 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,547 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.62 to $83.56 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 72,920 | $8.76 | $638,779.20 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249,832 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 |
| September 04, 2020 Filed Sep 9, 2020 21:54 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 38,223 | $5.26 | $201,052.98 |
DisclosureSEC source: 0001209191-20-049860 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,912 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,084 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,084 shares Expires 2026-07-27 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. F11 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common Stock · 15,000 shares Expires 2024-06-09 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: This option is fully vested and exercisable. Read SEC document |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,084 | $2.48 | $5,168.32 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,689 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $97.19 | $9,719.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,605 F3 · 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $95.54 | $38,216.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,705 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F10 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.21 to $95.85 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,550 | $94.60 | $146,636.98 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137,105 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.17 to $95.11 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $93.56 | $74,848.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,655 F3 · 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 $93.17 to $94.07 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,477 | $92.61 | $136,783.94 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,455 F3 · 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 $92.06 to $93.01 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,452 | $91.41 | $132,724.56 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,932 F3 · 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 $90.93 to $91.92 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,852 | $90.38 | $528,876.26 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,384 F3 · 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 $89.88 to $90.86 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,369 | $89.23 | $300,628.34 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,236 F3 · 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 $88.77 to $89.73 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 |
| September 03, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $1.72 | $25,800.00 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,605 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 |
| September 01, 2020 Filed Sep 4, 2020 01:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,195 | $98.50 | $314,717.09 |
DisclosureSEC source: 0001209191-20-049581 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,605 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.4902 to $98.5055 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. F2 · balance_after: Includes 1,403 shares of Common Stock acquired under the issuer's employee stock purchase plan on August 14, 2020. Read SEC document |
| August 31, 2020 Filed Sep 1, 2020 21:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,958 | $97.56 | $191,022.48 |
DisclosureSEC source: 0001209191-20-048947 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,800 F3 · 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. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048947 · doc4.xml · derivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,250 Underlying: Common Stock · 3,750 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The RSUs vest 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. F4 · derivative.expiration_date: The RSUs vest 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 28, 2020 Filed Sep 1, 2020 21:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-048947 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,758 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 1,403 shares of Common Stock acquired under the issuer's employee stock purchase plan on August 14, 2020. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 40,000 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 40,000 shares Expires 2024-06-09 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: This option is fully vested and exercisable. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,388 | $96.84 | $909,162.08 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,605 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 $96.73 to $97.09 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 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 18,255 | $96.17 | $1,755,545.01 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,993 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 $95.73 to $96.725 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 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 9,498 | $95.23 | $904,462.25 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,248 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 $94.70 to $95.69 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 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 976 | $94.27 | $92,003.52 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,746 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 $93.70 to $94.66 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 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,883 | $93.14 | $175,375.84 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 174,722 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 $92.70 to $93.64 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 03, 2020 Filed Aug 5, 2020 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 40,000 | $1.72 | $68,800.00 |
DisclosureSEC source: 0001209191-20-045253 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 176,605 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 160,000 Underlying: Common Stock · 15,000 shares Expires 2024-06-09 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. F6 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| July 06, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $92.05 | $9,205.00 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,605 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,414 | $91.11 | $128,822.47 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,705 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 $90.76 to $91.73 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,558 | $90.00 | $320,222.49 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,119 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 $89.64 to $90.54 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,446 | $89.14 | $307,171.27 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,677 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 $88.63 to $89.61 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 6,482 | $88.20 | $571,699.44 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,123 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 $87.63 to $88.56 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, 2020 Filed Jul 8, 2020 22:27 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $1.72 | $25,800.00 |
DisclosureSEC source: 0001209191-20-041812 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,605 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, 2020 Filed Jun 25, 2020 22:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 28,689 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-038983 · doc4.xml · derivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,224 Underlying: Common Stock · 28,689 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. F2 · 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, 2020 Filed Jun 25, 2020 22:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 47,916 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-038983 · doc4.xml · derivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,084 Underlying: Common Stock · 47,916 shares Expires 2026-07-27 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. F1 · derivative.exercise_date: The option vested 25% of the total shares on July 27, 2017 and thereafter 1/48th 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 23, 2020 Filed Jun 25, 2020 22:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 28,689 | $5.26 | $150,904.14 |
DisclosureSEC source: 0001209191-20-038983 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,605 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, 2020 Filed Jun 25, 2020 22:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 47,916 | $2.48 | $118,831.68 |
DisclosureSEC source: 0001209191-20-038983 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,916 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 11, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 13,460 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,000 Underlying: Common Stock · 13,460 shares Expires 2024-06-09 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: This option is fully vested and exercisable. Read SEC document |
| June 11, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13,460 | $75.03 | $1,009,863.42 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · nonDerivative · entry 4 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.00 to $75.21 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.