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Rettig John R.

Disclosed activity across 1 company

Tapewire entity
63157
SEC CIK
0001550715

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BILL Holdings, Inc.BILL · Entity 3940COOFebruary 28, 2026March 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect142,526 Ending reported balance After 2026-02-28 transaction · row 3
3 source rows · reconciled sequence

Row 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 securityDirect8,574 Reported balance After 2026-02-28 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect15,677 Reported balance After 2026-02-28 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect71,225 Reported balance After 2026-02-28 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect60,834 Reported balance After 2026-02-28 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect34,254 Reported balance After 2026-02-28 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectSee footnote69,974 Reported balance Holding disclosure · report date 2026-02-28 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
May 28, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,733

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.

F12 · 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.

F12 · 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, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 2,187 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,875

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.

F11 · 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.

F11 · 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, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,027

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.

F10 · 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.

F10 · 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, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-033199 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,000

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.

F9 · 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.

F9 · 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, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 2,187 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 28, 2023 Filed Jun 1, 2023 01:25 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-033199 · 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
May 05, 2023 Filed May 10, 2023 00:11 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,300

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7

Underlying: Common Stock · 1,193 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 6,008 $95.00 $570,760.00
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

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 June 8, 2022, prior to the effective date of the recent amendments to Rule 10b5-1.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,874

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 05, 2023 Filed May 10, 2023 00:11 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-028384 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,059

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,115

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,200

Underlying: Common Stock · 1,193 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F6 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,000 $91.49 $91,493.00
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

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 June 8, 2022.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $91.23 to $91.75 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
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 7,408 $90.10 $667,448.21
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,866

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 June 8, 2022.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $90.00 to $90.93 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
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 969 $89.30 $86,532.38
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,274

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 June 8, 2022.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.83 to $89.73 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,243

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 06, 2023 Filed Mar 7, 2023 21:52 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-016806 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,428

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:33 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,937 $84.90 $164,453.24
Disclosure

SEC source: 0001209191-23-015820 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,235

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") that were reported on the Form 4 filed on March 2, 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 $84.57 to $85.48 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
March 01, 2023 Filed Mar 3, 2023 22:33 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 3,985 $84.07 $335,002.61
Disclosure

SEC source: 0001209191-23-015820 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,172

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") that were reported on the Form 4 filed on March 2, 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 $83.57 to $84.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
February 28, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 4,287 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,020

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.

F6 · 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.

F6 · 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, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 2,188 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,062

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.

F5 · 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.

F5 · 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, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,141

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.

F4 · 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.

F4 · 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, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,750

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.

F3 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

F3 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

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February 28, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,287 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,157

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.

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February 28, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 2,188 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,870

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, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,114 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,682

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, 2023 Filed Mar 3, 2023 01:09 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-23-015001 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,568

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 06, 2023 Filed Feb 8, 2023 23:41 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · derivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,930

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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February 06, 2023 Filed Feb 8, 2023 23:41 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · derivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,393

Underlying: Common Stock · 1,193 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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February 06, 2023 Filed Feb 8, 2023 23:41 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 6,008 $93.01 $558,804.08
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,818

F2 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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February 06, 2023 Filed Feb 8, 2023 23:41 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,826

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 06, 2023 Filed Feb 8, 2023 23:41 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-007888 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,011

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: Includes 160 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · derivative · entry 12

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,745

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · derivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,586

Underlying: Common Stock · 1,193 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F10 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,293 $104.86 $135,585.92
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 9

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,658

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F8 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.76 to $104.87 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.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 700 $102.50 $71,750.98
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 8

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,951

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.12 to $103.06 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
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,000 $101.56 $101,555.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 7

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,651

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.12 to $102.04 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 500 $100.58 $50,292.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 6

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,651

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.02 to $100.99 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 500 $99.21 $49,605.00
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 5

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,151

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.82 to $99.56 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,277 $98.10 $125,279.70
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 4

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,651

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.74 to $98.64 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.

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January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 738 $96.93 $71,531.54
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 3

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,928

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.71 to $97.66 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 4,815 $8.76 $42,179.40
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 2

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,666

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 05, 2023 Filed Jan 9, 2023 22:44 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,193 $5.26 $6,275.18
Disclosure

SEC source: 0001209191-23-002595 · doc4.xml · nonDerivative · entry 1

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,851

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 01:55 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 4,815 $0.00 Strike: $8.76 $0.00
Disclosure

SEC source: 0001209191-22-060130 · doc4.xml · derivative · entry 14

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,560

Underlying: Common Stock · 4,815 shares

Expires 2029-02-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F12 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning January 10, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 01:55 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 1,193 $0.00 Strike: $5.26 $0.00
Disclosure

SEC source: 0001209191-22-060130 · doc4.xml · derivative · entry 13

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,779

Underlying: Common Stock · 1,193 shares

Expires 2028-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F11 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 01:55 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 200 $121.04 $24,208.00
Disclosure

SEC source: 0001209191-22-060130 · doc4.xml · nonDerivative · entry 11

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,658

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
December 05, 2022 Filed Dec 7, 2022 01:55 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,393 $120.39 $167,706.75
Disclosure

SEC source: 0001209191-22-060130 · doc4.xml · nonDerivative · entry 10

Rettig John R. · CIK 0001550715 · CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,858

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F9 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $119.99 to $120.46 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.