Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | January 15, 2026 | January 20, 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 January 15, 2026 · Filed January 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,531 |
Reported balance
After 2026-01-15 transaction · row 1
1 source rowRow 1 · 2026-01-15 · Exercise / conversion · Acquired 1,531 · Balance 1,531 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,062 |
Reported balance
After 2026-01-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-01-15 · Exercise / conversion · Disposed 1,531 · Balance 3,062 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. |
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: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, 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 |
|---|---|---|---|---|---|---|
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,531 | $0.00 | $0.00 |
DisclosureSEC source: 0002052142-26-000001 · form4-01202026_090159.xml · derivative · entry 2 Gohman Keri · CIK 0002052142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,062 Underlying: Common Stock · 1,531 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. F2 · derivative.exercise_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| January 15, 2026 Filed Jan 20, 2026 16:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,531 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002052142-26-000001 · form4-01202026_090159.xml · nonDerivative · entry 1 Gohman Keri · CIK 0002052142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,531 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 |
| December 11, 2025 Filed Dec 15, 2025 19:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0002052142-25-000002 · form4-12162025_121228.xml · derivative · entry 1 Gohman Keri · CIK 0002052142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,639 Underlying: Common Stock · 3,639 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 shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. F2 · derivative.expiration_date: The RSUs shall be 100% vested on the earlier of (a) the date of next annual stockholders meeting and (b) one year from the date of grant, subject to continued service on such vesting date. Read SEC document |
| January 15, 2025 Filed Jan 17, 2025 17:57 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 4,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001716 · form4-01172025_100101.xml · derivative · entry 1 Gohman Keri · CIK 0002052142 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,593 Underlying: Common Stock · 4,593 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 as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: The RSUs vest as to 1/3 of the total shares annually on each of January 15, 2026, January 15, 2027 and January 15, 2028, subject to the continuing service of the Reporting Person on each vesting date. 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.