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JACOBS BRIAN

Disclosed activity across 1 company

Tapewire entity
71975
SEC CIK
0001257430

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BILL Holdings, Inc.BILL · Entity 3940DirectorDecember 05, 2025December 09, 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 05, 2025 · Filed December 09, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect9,537 Reported balance After 2025-12-05 transaction · row 1
1 source row

Row 1 · 2025-12-05 · Exercise / conversion · Acquired 2,095 · Balance 9,537

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 securityDirect0 Reported balance After 2025-12-05 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-12-05 · Exercise / conversion · Disposed 2,095 · Balance 0

F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

F3: 100% of the RSUs vested on December 5, 2025.

Common StockSEC Table I · non-derivativeIndirectSee footnote219,965 Reported balance Holding disclosure · report date 2025-12-05 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 219,965

F2: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

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 shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

F3: 100% of the RSUs vested on December 5, 2025.

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
February 09, 2021 Filed Feb 10, 2021 17:14 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 1,700 $179.49 $305,130.96
Disclosure

SEC source: 0001209191-21-009320 · doc4.xml · nonDerivative · entry 4

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 290,483

F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $179.00 to $179.82 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.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 17:14 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 5,535 $181.28 $1,003,378.71
Disclosure

SEC source: 0001209191-21-009320 · doc4.xml · nonDerivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 292,183

F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $181.00 to $181.65 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 17:14 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 20,636 $180.40 $3,722,668.36
Disclosure

SEC source: 0001209191-21-009320 · doc4.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 297,718

F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $180.00 to $180.99 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.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
February 08, 2021 Filed Feb 10, 2021 17:14 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 26,611 $179.20 $4,768,576.77
Disclosure

SEC source: 0001209191-21-009320 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 318,354

F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $179.00 to $179.99 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.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 18:15 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-001546 · doc4.xml · derivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,250 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 vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F3 · derivative.expiration_date: The RSUs vested in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 18:15 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-21-001546 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

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 10, 2020 Filed Nov 12, 2020 16:55 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 76,882 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-057995 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 344,965

F1 · kind: On November 10, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:35 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-053803 · doc4.xml · derivative · entry 6

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,250

Underlying: Common Stock · 1,250 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F6 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
October 01, 2020 Filed Oct 5, 2020 17:35 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-053803 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,750

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
September 10, 2020 Filed Sep 11, 2020 17:11 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 70,791 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-050171 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 268,083

F1 · kind: On August 28, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
August 28, 2020 Filed Sep 1, 2020 17:20 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 55,792 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-048953 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 197,292

F1 · kind: On August 28, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:37 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-040657 · doc4.xml · derivative · entry 6

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

Underlying: Common Stock · 1,250 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F6 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
July 01, 2020 Filed Jul 2, 2020 18:37 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-040657 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

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 15, 2020 Filed Jun 17, 2020 16:54 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 85,862 $74.25 $6,375,253.50
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 698,200

F3 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
June 15, 2020 Filed Jun 17, 2020 16:54 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 240,142 $74.25 $17,830,543.50
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,952,730

F2 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
June 15, 2020 Filed Jun 17, 2020 16:54 UTC BILL Holdings, Inc. BILL · Entity 3940 SaleCommon Stock 23,996 $74.25 $1,781,703.00
Disclosure

SEC source: 0001209191-20-037297 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 195,124

F1 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
June 01, 2020 Filed Jun 3, 2020 16:50 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 70,833 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-034081 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 141,500

F1 · kind: On June 1, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
May 26, 2020 Filed May 28, 2020 20:01 UTC BILL Holdings, Inc. BILL · Entity 3940 OtherCommon Stock 70,667 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-032765 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 70,667

F1 · kind: On May 26, 2020, each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (collectively, the "Emergence Capital Entities") distributed in-kind, without consideration, shares of Common Stock pro-rata to its partners, including its limited partners and its general partner, Emergence Equity Partners, L.P. ("EEP"), in accordance with the exemption under Rule 16a9(a) and Rule 16a-13 of the Securities Exchange Act of 1934, as amended.

F2 · ownership.nature: The shares are held by an estate planning vehicle of the Reporting Person. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 17:27 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionRestricted Stock Units · Derivative 1,250 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-023337 · doc4.xml · derivative · entry 5

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,750

Underlying: Common Stock · 1,250 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 shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F5 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
April 01, 2020 Filed Apr 3, 2020 17:27 UTC BILL Holdings, Inc. BILL · Entity 3940 Exercise / conversionCommon Stock 1,250 Not disclosed Not disclosed
Disclosure

SEC source: 0001209191-20-023337 · doc4.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,250

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 19, 2020 Filed Feb 21, 2020 17:06 UTC BILL Holdings, Inc. BILL · Entity 3940 GrantRestricted Stock Units · Derivative 5,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-011623 · doc4.xml · derivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Stock · 5,000 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 vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

F2 · derivative.expiration_date: The RSUs shall vest in four (4) equal quarterly installments over the 12-month period beginning January 1, 2020, subject to continued service on each applicable vesting date.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries G Convertible Preferred Stock · Derivative 5,458 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 18

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 5,458 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries G Convertible Preferred Stock · Derivative 13,650 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 17

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 13,650 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries G Convertible Preferred Stock · Derivative 1,365 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 16

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 1,365 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries E Convertible Preferred Stock · Derivative 33,159 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 15

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 33,159 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries E Convertible Preferred Stock · Derivative 82,923 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 14

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 82,923 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries E Convertible Preferred Stock · Derivative 8,296 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 13

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 8,296 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries D Convertible Preferred Stock · Derivative 182,374 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 12

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 182,374 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries D Convertible Preferred Stock · Derivative 456,071 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 11

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 456,071 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries D Convertible Preferred Stock · Derivative 45,627 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 10

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 45,627 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries C Convertible Preferred Stock · Derivative 147,546 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 9

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 147,546 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries C Convertible Preferred Stock · Derivative 368,975 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 8

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 368,975 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries C Convertible Preferred Stock · Derivative 36,914 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 7

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 36,914 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries B Convertible Preferred Stock · Derivative 844,837 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 6

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 844,837 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries B Convertible Preferred Stock · Derivative 2,471,963 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 5

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 2,471,963 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionSeries B Convertible Preferred Stock · Derivative 246,896 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · derivative · entry 4

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 0

Underlying: Common Stock · 246,896 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: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.exercise_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F1 · derivative.expiration_date: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionCommon Stock 1,213,374 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · nonDerivative · entry 3

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 1,213,374

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F4 · ownership.nature: The shares are held by Emergence Capital Partners-P.A., L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionCommon Stock 3,393,582 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · nonDerivative · entry 2

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 3,393,582

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F3 · ownership.nature: The shares are held by Emergence Capital Partners, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of the Emergence Capital Entities. Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

Read SEC document
December 16, 2019 Filed Dec 18, 2019 17:03 UTC BILL Holdings, Inc. BILL · Entity 3940 ConversionCommon Stock 339,098 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-023333 · doc1.xml · nonDerivative · entry 1

JACOBS BRIAN · CIK 0001257430 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · See Footnote

Disclosed balance after: 339,098

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 · kind: Immediately upon the close of the Issuer's initial public offering all shares of the Issuer's convertible preferred stock automatically converted into shares of its Common Stock on a 1:1 basis.

F2 · ownership.nature: The shares are held by Emergence Capital Associates, L.P. Emergence GP Partners, LLC is the sole general partner of Emergence Equity Partners, L.P., which is the sole general partner of each of Emergence Capital Associates, L.P., Emergence Capital Partners, L.P. and Emergence Capital Partners-P.A., L.P. (the "Emergence Capital Entities"). Jason Green and Gordon Ritter are managers of Emergence GP Partners, LLC. Brian Jacobs, a member of the Issuer's board of directors, is a manager of Emergence Equity Partners, L.P. The Reporting Person disclaims Section 16 beneficial ownership of these securities, except to the extent of his pecuniary interest therein, if any, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of such securities for Section 16 or any other purpose.

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.