Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 11, 2025 | December 16, 2025 |
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 December 11, 2025 · Filed December 16, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,639 |
Reported balance
After 2025-12-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-11 · Grant · Acquired 3,639 · Balance 3,639 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2: 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. |
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 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.
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 |
|---|---|---|---|---|---|---|
| December 11, 2025 Filed Dec 16, 2025 00:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001951664-25-000006 · form4-12162025_121202.xml · derivative · entry 1 Wagonfeld Alison · CIK 0001951664 · 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 |
| December 05, 2025 Filed Dec 9, 2025 21:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001951664-25-000005 · form4-12092025_091239.xml · derivative · entry 2 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,095 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: 100% of the RSUs vested on December 5, 2025. F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2025. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 21:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001951664-25-000005 · form4-12092025_091239.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,134 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 |
| October 21, 2025 Filed Oct 23, 2025 20:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001951664-25-000004 · form4-10232025_081029.xml · derivative · entry 2 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,039 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: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| October 21, 2025 Filed Oct 23, 2025 20:08 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001951664-25-000004 · form4-10232025_081029.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,039 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 |
| January 31, 2025 Filed Feb 4, 2025 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 979 | $100.00 | $97,900.00 |
DisclosureSEC source: 0001415889-25-002936 · form4-02042025_090243.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 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 5, 2024. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 21:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,163 | $96.28 | $208,253.64 |
DisclosureSEC source: 0001415889-24-028967 · form4-12112024_091255.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 979 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 5, 2024. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028728 · form4-12102024_121205.xml · derivative · entry 3 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,095 Underlying: Common Stock · 2,095 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. F3 · 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. F3 · 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 |
| December 05, 2024 Filed Dec 10, 2024 00:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028728 · form4-12102024_121205.xml · derivative · entry 2 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,883 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: 100% of the RSUs vested on December 5, 2024. F2 · derivative.expiration_date: 100% of the RSUs vested on December 5, 2024. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:13 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028728 · form4-12102024_121205.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,142 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 12, 2024 Filed Nov 14, 2024 21:53 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 779 | $90.00 | $70,110.00 |
DisclosureSEC source: 0001415889-24-026879 · form4-11142024_091136.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 259 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 5, 2024. Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,038 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025595 · form4-10232024_091007.xml · derivative · entry 3 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,039 Underlying: Common Stock · 1,038 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: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 519 | $57.50 | $29,842.50 |
DisclosureSEC source: 0001415889-24-025595 · form4-10232024_091007.xml · nonDerivative · entry 2 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,038 F2 · 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 5, 2024. Read SEC document |
| October 21, 2024 Filed Oct 23, 2024 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,038 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-025595 · form4-10232024_091007.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,557 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 07, 2023 Filed Dec 12, 2023 02:15 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058184 · doc4.xml · derivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,883 Underlying: Common Stock · 2,883 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 |
| October 23, 2023 Filed Oct 25, 2023 00:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 520 | $99.40 | $51,688.00 |
DisclosureSEC source: 0001209191-23-053515 · doc4.xml · nonDerivative · entry 2 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 519 F2 · 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 9, 2023. Read SEC document |
| October 21, 2023 Filed Oct 25, 2023 00:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,039 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-053515 · doc4.xml · derivative · entry 3 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,077 Underlying: Common Stock · 1,039 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: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. F3 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| October 21, 2023 Filed Oct 25, 2023 00:01 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-053515 · doc4.xml · nonDerivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,039 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 |
| October 21, 2022 Filed Oct 25, 2022 21:00 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,116 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-054544 · doc4.xml · derivative · entry 1 Wagonfeld Alison · CIK 0001951664 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,116 Underlying: Common Stock · 3,116 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: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date. F2 · derivative.expiration_date: One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, 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.