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 |
|---|---|---|---|---|---|---|
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 7,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 106,838 Underlying: Common Stock · 7,122 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,740 Underlying: Common Stock · 2,613 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,010 Underlying: Common Stock · 4,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 Underlying: Common Stock · 2,187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · derivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,343 Underlying: Common Stock · 1,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,081 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2024 Filed Dec 3, 2024 01:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 17,323 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028032 · form4-12032024_011200.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,187 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 23:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 45,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,584 Underlying: Common Stock · 45,584 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2024 and ending June 30, 2027, relative to companies that comprise the Russell 3000 Index, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board of Directors certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 23:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 68,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,376 Underlying: Common Stock · 68,376 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2024 and ending June 30, 2027, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of Directors of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. Read SEC document |
| September 16, 2024 Filed Sep 18, 2024 23:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 113,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-023662 · form4-09182024_110917.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,960 Underlying: Common Stock · 113,960 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,576 Underlying: Common Stock · 1,894 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,353 Underlying: Common Stock · 2,612 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,297 Underlying: Common Stock · 4,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,937 Underlying: Common Stock · 2,188 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,457 Underlying: Common Stock · 1,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 6,131 | $52.31 | $320,712.61 |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,864 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,894 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,995 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,612 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,101 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,489 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,202 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 28, 2024 Filed Aug 29, 2024 21:33 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022576 · form4-08292024_090829.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,014 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 1,724 | $50.12 | $86,399.98 |
DisclosureSEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 80,474 F4 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $50.10 and the highest price at which shares were purchased was $50.125. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 15,200 | $49.53 | $752,880.32 |
DisclosureSEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 78,750 F3 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $49.06 and the highest price at which shares were purchased was $49.79. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees. Read SEC document |
| August 26, 2024 Filed Aug 26, 2024 23:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | PurchaseCommon Stock | 4,200 | $48.62 | $204,201.06 |
DisclosureSEC source: 0001415889-24-022253 · form4-08262024_110804.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 63,550 F1 · price: Represents the weighted average purchase price. The lowest price at which shares were purchased was $48.035 and the highest price at which shares were purchased was $48.73. The Reporting Person undertakes to provide upon request to the staff of the Securities and Exchange Commission, the Issuer or its stockholders, full information regarding the total number of shares purchased at each separate price within the range set forth herein. F2 · ownership.nature: The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,470 Underlying: Common Stock · 1,893 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,965 Underlying: Common Stock · 2,613 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,584 Underlying: Common Stock · 4,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,125 Underlying: Common Stock · 2,187 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,571 Underlying: Common Stock · 1,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F6 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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. F5 · 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. F5 · 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, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 8,033 | $51.90 | $416,912.70 |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,900 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,933 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,040 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,427 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,140 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,953 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014928 · form4-05302024_100528.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,363 Underlying: Common Stock · 1,893 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F11 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,578 Underlying: Common Stock · 2,613 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,871 Underlying: Common Stock · 4,287 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,312 Underlying: Common Stock · 2,188 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,685 Underlying: Common Stock · 1,114 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · 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. F7 · derivative.expiration_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 |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,750 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. F6 · 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. F6 · 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 |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 5,754 | $63.76 | $366,875.04 |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,089 F4 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,843 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,613 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,950 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,337 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,050 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,862 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 01:09 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006184 · form4-03022024_010350.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,748 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 247 shares of Common Stock acquired under the Issuer's employee stock purchase plan on February 6, 2024. 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.