Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | Director | December 05, 2025 | December 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,537 |
Reported balance
After 2025-12-05 transaction · row 1
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2025-12-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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-derivative | IndirectSee footnote | 219,965 |
Reported balance
Holding disclosure · report date 2025-12-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.