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 29, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 293 | $68.40 | $20,042.40 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,751 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 and PSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.33 to $68.42 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 |
| November 29, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,004 | $67.73 | $271,209.34 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,044 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 and PSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 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 |
| November 29, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,661 | $66.98 | $245,222.57 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,048 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 and PSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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 |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 16 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,256 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F13 · 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. F13 · 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 |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 15 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,191 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. F12 · 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. F12 · 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, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 4,287 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 14 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,158 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. F11 · 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. F11 · 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, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 13 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,500 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. F10 · 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. F10 · 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, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 12 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,799 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. F9 · 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. F9 · 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, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 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. F8 · 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. F8 · 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 |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,709 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,612 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,287 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,204 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,187 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,917 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,730 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057029 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,616 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 30, 2023 Filed Sep 1, 2023 22:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $113.78 | $102,404.97 |
DisclosureSEC source: 0001209191-23-048017 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,866 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.73 to $113.92 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 22:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,782 | $113.10 | $201,551.86 |
DisclosureSEC source: 0001209191-23-048017 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 29,766 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.68 to $113.54 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 |
| August 30, 2023 Filed Sep 1, 2023 22:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 4,540 | $112.09 | $508,874.98 |
DisclosureSEC source: 0001209191-23-048017 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,548 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.67 to $112.65 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 30, 2023 Filed Sep 1, 2023 22:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,194 | $111.26 | $244,101.15 |
DisclosureSEC source: 0001209191-23-048017 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 36,088 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.66 to $111.64 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 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,610 | $110.81 | $289,201.83 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,282 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.45 to $111.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,886 | $110.01 | $317,489.44 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,892 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.43 to $110.42 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 |
| August 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 508 | $108.92 | $55,333.85 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,778 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.43 to $109.40 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 |
| August 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 993 | $107.60 | $106,847.50 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,286 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.39 to $108.31 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 |
| August 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 731 | $106.94 | $78,170.29 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,279 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.38 to $107.37 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 29, 2023 Filed Sep 1, 2023 01:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,770 | $106.05 | $187,706.55 |
DisclosureSEC source: 0001209191-23-047906 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,010 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.38 to $106.37 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 28, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 7,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · derivative · entry 11 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,149 Underlying: Common Stock · 7,574 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F8 · 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. F8 · 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 4,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · derivative · entry 10 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,445 Underlying: Common Stock · 4,288 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · derivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,687 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,114 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · derivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,913 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · derivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,250 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,574 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,780 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 Common Stock, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| August 28, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,288 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,206 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,188 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,918 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,114 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,730 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, 2023 Filed Aug 31, 2023 00:32 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047799 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,616 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 23, 2023 Filed Aug 25, 2023 22:16 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 22,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047422 · doc4.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,723 Underlying: Common Stock · 22,723 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.exercise_date: Represents PSUs granted on July 28, 2022 that were earned by the Reporting Person as a result of the achievement of certain performance criteria as certified by the Compensation Committee of the Issuer's Board of Directors on August 23, 2023. F3 · 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. F3 · 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 15, 2023 Filed Aug 17, 2023 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 16,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046458 · doc4.xml · derivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,721 Underlying: Common Stock · 16,721 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, 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 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, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, 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 certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 25,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046458 · doc4.xml · derivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,081 Underlying: Common Stock · 25,081 shares Expires not disclosed F3 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. 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, 2023 and ending June 30, 2024, 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 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, 2023 and ending June 30, 2024, 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 the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 23:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 41,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046458 · doc4.xml · derivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,803 Underlying: Common Stock · 41,803 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, 2023, 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, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,141 | $117.64 | $134,231.01 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 28,866 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.23 to $118.21 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 |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $116.20 | $46,481.00 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,007 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.94 to $116.42 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 |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 900 | $115.26 | $103,735.98 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 4 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 30,407 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $114.89 to $115.67 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 500 | $113.76 | $56,879.00 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 3 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,307 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.33 to $114.09 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 |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,242 | $112.65 | $139,911.18 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 2 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 31,807 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.23 to $113.17 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| June 07, 2023 Filed Jun 9, 2023 20:55 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,467 | $111.25 | $163,208.88 |
DisclosureSEC source: 0001209191-23-035931 · doc4.xml · nonDerivative · entry 1 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,049 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.97 to $111.92 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 |
| May 30, 2023 Filed Jun 1, 2023 01:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 13 | $102.07 | $1,326.95 |
DisclosureSEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 9 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,516 F2 · 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. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.91 to $102.32 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 30, 2023 Filed Jun 1, 2023 01:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 206 | $101.34 | $20,876.80 |
DisclosureSEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 8 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,529 F2 · 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. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.91 to $101.90 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 30, 2023 Filed Jun 1, 2023 01:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 696 | $100.25 | $69,772.40 |
DisclosureSEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 7 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,735 F2 · 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. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.90 to $100.86 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 |
| May 30, 2023 Filed Jun 1, 2023 01:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,148 | $99.27 | $213,239.91 |
DisclosureSEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 6 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,431 F2 · 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. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.90 to $99.89 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 30, 2023 Filed Jun 1, 2023 01:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,625 | $98.41 | $258,319.43 |
DisclosureSEC source: 0001209191-23-033199 · doc4.xml · nonDerivative · entry 5 Rettig John R. · CIK 0001550715 · CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,579 F2 · 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. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.