Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | CLO & CCO | September 02, 2025 | September 04, 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 September 02, 2025 · Filed September 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,298 |
Reported balance
After 2025-09-02 transaction · row 1
1 source rowRow 1 · 2025-09-02 · Sale · Disposed 3,971 · Balance 9,298 F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 3, 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 |
|---|---|---|---|---|---|---|
| August 28, 2024 Filed Aug 29, 2024 21:43 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-022582 · form4-08292024_090832.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,369 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 17, 2024 Filed Jun 20, 2024 23:30 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,314 | $48.01 | $63,085.14 |
DisclosureSEC source: 0001415889-24-017719 · form4-06202024_110641.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,812 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2024. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,616 | $51.60 | $134,992.14 |
DisclosureSEC source: 0001415889-24-015175 · form4-06032024_090617.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,126 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.39 to $51.77 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. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · derivative · entry 11 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 789 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,578 Underlying: Common Stock · 737 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,077 Underlying: Common Stock · 1,786 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 vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,786 Underlying: Common Stock · 557 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 vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · derivative · entry 7 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 938 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. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,717 | $51.90 | $89,112.30 |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,742 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,459 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,670 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 |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,933 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 |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,147 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 |
| May 28, 2024 Filed May 30, 2024 22:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-014922 · form4-05302024_100559.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,590 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 |
| March 01, 2024 Filed Mar 5, 2024 21:39 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,529 | $64.17 | $162,279.61 |
DisclosureSEC source: 0001415889-24-006723 · form4-03052024_090325.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,652 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.74 to $64.54 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. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 788 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 11 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,735 Underlying: Common Stock · 788 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F8 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 737 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,315 Underlying: Common Stock · 737 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,863 Underlying: Common Stock · 1,786 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 vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F6 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,343 Underlying: Common Stock · 557 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 vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F5 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · derivative · entry 7 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 938 Underlying: Common Stock · 937 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. F4 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 1,802 | $63.76 | $114,895.52 |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,181 F3 · shares: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,983 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Read SEC document |
| February 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 737 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,195 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 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,786 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,458 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 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,672 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 28, 2024 Filed Mar 2, 2024 00:52 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006180 · form4-03022024_120335.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,115 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 07, 2024 Filed Feb 9, 2024 23:12 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 248 | $76.14 | $18,882.87 |
DisclosureSEC source: 0001415889-24-003212 · form4-02092024_110225.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,178 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · balance_after: Includes 248 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2024. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 23:06 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,024 | $67.92 | $137,470.28 |
DisclosureSEC source: 0001209191-23-057289 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,178 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.70 to $68.15 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. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 89 | $68.40 | $6,087.96 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 8 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,202 F3 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.33 to $68.42 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. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,216 | $67.73 | $82,365.27 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,291 F3 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 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. Read SEC document |
| November 29, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,112 | $66.98 | $74,484.43 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,507 F3 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 13 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,523 Underlying: Common Stock · 789 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. F2 · derivative.exercise_price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.exercise_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. F11 · derivative.expiration_date: The PSUs vest over three years; 1/3rd vests on August 28, 2023, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 736 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 12 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,052 Underlying: Common Stock · 736 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. F10 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date F10 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,787 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 11 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,649 Underlying: Common Stock · 1,787 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. F9 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. F9 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,900 Underlying: Common Stock · 557 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. F8 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. F8 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 938 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. F7 · derivative.exercise_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 789 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,619 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. F2 · price: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 736 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,830 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 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,787 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,094 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 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 557 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,307 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 28, 2023 Filed Dec 1, 2023 00:04 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 938 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057018 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,750 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 |
| November 17, 2023 Filed Nov 22, 2023 01:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 7,812 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-23-056405 · doc4.xml · derivative · entry 2 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1 Underlying: Common Stock · 7,812 shares Expires 2029-05-14 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_date: The option vests 1/48th of the total shares monthly beginning June 15, 2019 until such time as the option is 100% vested, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 17, 2023 Filed Nov 22, 2023 01:42 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 7,812 | $11.20 | $87,494.40 |
DisclosureSEC source: 0001209191-23-056405 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,812 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. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 729 | $113.46 | $82,714.75 |
DisclosureSEC source: 0001209191-23-048013 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $113.04 to $113.94 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. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,200 | $112.21 | $134,649.00 |
DisclosureSEC source: 0001209191-23-048013 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 729 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.91 to $112.76 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. Read SEC document |
| August 30, 2023 Filed Sep 1, 2023 22:19 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,375 | $111.45 | $153,241.28 |
DisclosureSEC source: 0001209191-23-048013 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,929 F1 · kind: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 8, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.91 to $111.87 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. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 860 | $110.81 | $95,292.56 |
DisclosureSEC source: 0001209191-23-047898 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,304 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F7 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.45 to $111.23 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. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 952 | $110.01 | $104,729.71 |
DisclosureSEC source: 0001209191-23-047898 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,164 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.43 to $110.42 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. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 168 | $108.92 | $18,299.38 |
DisclosureSEC source: 0001209191-23-047898 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,116 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.43 to $109.40 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. Read SEC document |
| August 29, 2023 Filed Sep 1, 2023 01:35 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 327 | $107.60 | $35,185.43 |
DisclosureSEC source: 0001209191-23-047898 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · CLO & CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,284 F1 · kind: The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.39 to $108.31 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. 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.