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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Altus Power, Inc.
Report date April 16, 2025 · Filed April 16, 2025
Section 16 reporting ended · disclosed 2025-04-16. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-04-16 transaction · row 1
1 source rowRow 1 · 2025-04-16 · Disposition to issuer · Disposed 59,549 · Balance 0 F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 5, 2025, by and among Altus Power, Inc. (the "Company"), Avenger Parent, Inc. ("Avenger") and Avenger Merger Sub, Inc., a wholly owned subsidiary of Avenger ("Merger Sub"), Merger Sub merged with and into the Company, and the Company became a wholly owned subsidiary of Avenger upon consummation of the merger (the "Effective Time"). F2: At the Effective Time, each (i) outstanding share of Class A Common Stock was automatically converted into the right to receive $5.00 in cash (the "Merger Consideration") and (ii) outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of shares of Class A Common Stock underlying such award and (b) the Merger Consideration, subject to applicable vesting terms. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 5, 2025, by and among Altus Power, Inc. (the "Company"), Avenger Parent, Inc. ("Avenger") and Avenger Merger Sub, Inc., a wholly owned subsidiary of Avenger ("Merger Sub"), Merger Sub merged with and into the Company, and the Company became a wholly owned subsidiary of Avenger upon consummation of the merger (the "Effective Time").
F2: At the Effective Time, each (i) outstanding share of Class A Common Stock was automatically converted into the right to receive $5.00 in cash (the "Merger Consideration") and (ii) outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of shares of Class A Common Stock underlying such award and (b) the Merger Consideration, subject to applicable vesting terms.
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: 0001933693-25-000004 · form4-12162025_121244.xml · derivative · entry 1 Reich Tina · CIK 0001933693 · 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 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001933693-25-000003 · form4-12092025_091221.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · 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 21:26 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,095 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001933693-25-000003 · form4-12092025_091221.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,482 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 |
| June 30, 2025 Filed Jul 1, 2025 20:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018717 · form4-07012025_080734.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,213 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 June 30, 2023, June 30, 2024, and June 30, 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 June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 20:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-25-018717 · form4-07012025_080734.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,387 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 |
| April 16, 2025 Filed Apr 16, 2025 18:14 UTC | Altus Power, Inc. AMPS · Entity 15102 | Disposition to issuerClass A Common Stock | 59,549 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-054913 · ownership.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to that certain Agreement and Plan of Merger (the "Merger Agreement"), dated February 5, 2025, by and among Altus Power, Inc. (the "Company"), Avenger Parent, Inc. ("Avenger") and Avenger Merger Sub, Inc., a wholly owned subsidiary of Avenger ("Merger Sub"), Merger Sub merged with and into the Company, and the Company became a wholly owned subsidiary of Avenger upon consummation of the merger (the "Effective Time"). F2 · price: At the Effective Time, each (i) outstanding share of Class A Common Stock was automatically converted into the right to receive $5.00 in cash (the "Merger Consideration") and (ii) outstanding award of restricted stock units automatically converted into the right to receive, without interest and subject to withholding taxes, the product of (a) the aggregate number of shares of Class A Common Stock underlying such award and (b) the Merger Consideration, subject to applicable vesting terms. Read SEC document |
| December 05, 2024 Filed Dec 10, 2024 00:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,095 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028727 · form4-12102024_121218.xml · derivative · entry 3 Reich Tina · CIK 0001933693 · 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 00:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-028727 · form4-12102024_121218.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · 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 00:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,883 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-028727 · form4-12102024_121218.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,174 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 |
| June 30, 2024 Filed Jul 3, 2024 20:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019207 · form4-07032024_080726.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,213 Underlying: Common Stock · 1,212 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 June 30, 2023, June 30, 2024, and June 30, 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 June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 30, 2024 Filed Jul 3, 2024 20:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,212 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-019207 · form4-07032024_080726.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,291 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 |
| June 20, 2024 Filed Jun 21, 2024 17:48 UTC | Altus Power, Inc. AMPS · Entity 15102 | GrantClass A Common Stock | 29,551 | $0.00 | $0.00 |
DisclosureSEC source: 0001828723-24-000083 · primary_doc.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,549 F1 · shares: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A common stock, par value $0.0001 per share, of Altus Power, Inc. (the "Issuer") awarded under the Issuer's 2021 Omnibus Incentive Plan. The RSUs vest in full on the date of the Issuer's 2025 annual meeting of stockholders, which is expected to take place in May 2025, subject to the Reporting Person's continued service to the Issuer through such date. Read SEC document |
| December 11, 2023 Filed Dec 15, 2023 17:30 UTC | Altus Power, Inc. AMPS · Entity 15102 | GrantClass A Common Stock | 10,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001828723-23-000131 · primary_doc.xml · nonDerivative · entry 2 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,998 F2 · shares: Each RSU represents the right to receive one share of Class A common stock, par value $0.0001 per share, of the Issuer. The RSUs vest in full on the date of the Issuer's 2024 annual meeting of stockholders, which is expected to take place in May 2024, subject to the Reporting Person's continued service to the Issuer through such date. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 2,883 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058172 · doc4.xml · derivative · entry 3 Reich Tina · CIK 0001933693 · 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. 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 07, 2023 Filed Dec 12, 2023 02:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058172 · doc4.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 866 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 7, 2023. F2 · derivative.expiration_date: 100% of the RSUs vested on December 7, 2023. Read SEC document |
| December 07, 2023 Filed Dec 12, 2023 02:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-058172 · doc4.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,079 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 01, 2023 Filed Dec 15, 2023 17:30 UTC | Altus Power, Inc. AMPS · Entity 15102 | GrantClass A Common Stock | 19,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001828723-23-000131 · primary_doc.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,724 F1 · shares: Each Restricted Stock Unit ("RSU") represents the right to receive one share of Class A common stock, par value $0.0001 per share, of Altus Power, Inc. (the "Issuer"). The RSUs vest 50% on each of November 1, 2024 and November 1, 2025. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,213 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-040986 · doc4.xml · derivative · entry 2 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,425 Underlying: Common Stock · 1,213 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 June 30, 2023, June 30, 2024, and June 30, 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 June 30, 2023, June 30, 2024, and June 30, 2025, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 20:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-040986 · doc4.xml · nonDerivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,213 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 08, 2022 Filed Dec 13, 2022 01:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060802 · doc4.xml · derivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 866 Underlying: Common Stock · 866 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 |
| June 30, 2022 Filed Jul 1, 2022 21:40 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 3,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040339 · doc4.xml · derivative · entry 1 Reich Tina · CIK 0001933693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,638 Underlying: Common Stock · 3,638 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 June 30, 2023, June 30, 2024, and June 30, 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 June 30, 2023, June 30, 2024, and June 30, 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.