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 |
|---|---|---|---|---|---|---|
| June 11, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 13,460 | $1.72 | $23,151.20 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,460 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 10, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 11,540 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,460 Underlying: Common Stock · 11,540 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 10, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 11,540 | $75.07 | $866,359.73 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · nonDerivative · entry 2 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. F2 · 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 $75.33 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 10, 2020 Filed Jun 12, 2020 22:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 11,540 | $1.72 | $19,848.80 |
DisclosureSEC source: 0001209191-20-036430 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,540 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 03, 2020 Filed Jun 5, 2020 21:05 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: 0001209191-20-034717 · doc4.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200,000 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 |
| June 03, 2020 Filed Jun 5, 2020 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,281 | $73.07 | $312,809.25 |
DisclosureSEC source: 0001209191-20-034717 · doc4.xml · nonDerivative · entry 5 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.76 to $73.70 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 03, 2020 Filed Jun 5, 2020 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,919 | $72.12 | $643,257.01 |
DisclosureSEC source: 0001209191-20-034717 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,281 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 $71.75 to $72.71 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 03, 2020 Filed Jun 5, 2020 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $71.26 | $57,004.48 |
DisclosureSEC source: 0001209191-20-034717 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,200 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 $70.74 to $71.66 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 |
| June 03, 2020 Filed Jun 5, 2020 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,000 | $69.97 | $69,969.80 |
DisclosureSEC source: 0001209191-20-034717 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,000 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.54 to $70.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 03, 2020 Filed Jun 5, 2020 21:05 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $1.72 | $25,800.00 |
DisclosureSEC source: 0001209191-20-034717 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 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 |
| May 28, 2020 Filed Jun 1, 2020 21:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033260 · doc4.xml · derivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires not disclosed 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, 2020, subject to the continuing service of the Reporting Person on each vesting date. F3 · 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 |
| May 28, 2020 Filed Jun 1, 2020 21:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantEmployee Stock Option (Right to Buy) · Derivative | 35,000 | $0.00 Strike: $69.37 | $0.00 |
DisclosureSEC source: 0001209191-20-033260 · doc4.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 35,000 shares Expires 2030-05-27 F1 · 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 |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 33,087 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,913 Underlying: Common Stock · 33,087 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. F11 · 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 |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 177,473 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 215,000 Underlying: Common Stock · 177,473 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. F10 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,310 | $65.02 | $150,197.82 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 11 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. F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.90 to $65.40 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 |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 45,535 | $64.12 | $2,919,490.19 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,310 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 $63.90 to $64.84 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 51,322 | $63.27 | $3,247,343.10 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,845 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 $62.90 to $63.89 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 51,393 | $62.48 | $3,211,106.59 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,167 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 $61.85 to $62.84 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 33,087 | $5.26 | $174,037.62 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 210,560 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 |
| May 27, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 177,473 | $1.72 | $305,253.56 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 177,473 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 12,218 | $64.20 | $784,355.28 |
DisclosureSEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $64.05 to $64.35 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. F4 · balance_after: Reflects the total number of shares the insider owned after the sale on May 27, 2020. Read SEC document |
| May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 24,350 | $63.58 | $1,548,143.78 |
DisclosureSEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,218 F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.05 to $64.045 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 27, 2020 Filed Jul 20, 2022 22:05 UTC Amendment | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 23,432 | $62.46 | $1,463,447.90 |
DisclosureSEC source: 0001209191-22-042756 · doc4a.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,568 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.00 to $62.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 16,887 | $0.00 Strike: $1.72 | $0.00 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,473 Underlying: Common Stock · 16,887 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. F10 · derivative.exercise_date: This option is fully vested and exercisable. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 800 | $66.89 | $53,513.04 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 $66.83 to $66.90 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 12,306 | $66.18 | $814,404.93 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 800 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 $65.60 to $66.57 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 |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 42,248 | $64.94 | $2,743,572.45 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,106 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 $64.60 to $65.59 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 19,672 | $64.37 | $1,266,355.49 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,354 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 $63.60 to $64.59 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| May 26, 2020 Filed May 28, 2020 23:49 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 16,887 | $1.72 | $29,045.64 |
DisclosureSEC source: 0001209191-20-032761 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,026 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.