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 |
|---|---|---|---|---|---|---|
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · derivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1 Underlying: Common Stock · 6,000 shares Expires 2026-10-18 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. F6 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,000 | $119.49 | $238,984.20 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,646 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $118.89 to $119.77 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 |
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,010 | $118.25 | $119,429.87 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,646 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $117.89 to $118.81 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 |
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,590 | $117.37 | $303,981.05 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,656 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $116.89 to $117.88 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 |
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 400 | $116.23 | $46,493.00 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,246 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $115.78 to $116.70 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 |
| October 13, 2020 Filed Oct 15, 2020 21:31 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,000 | $2.48 | $14,880.00 |
DisclosureSEC source: 0001209191-20-054924 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · derivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,001 Underlying: Common Stock · 6,000 shares Expires 2026-10-18 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. F7 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $102.36 | $20,471.00 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,646 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F6 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $102.32 to $102.39 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,812 | $101.59 | $285,660.96 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,846 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.07 to $102.05 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,209 | $100.27 | $121,229.21 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,658 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.06 to $100.96 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,180 | $99.33 | $117,210.11 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,867 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.86 to $99.79 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 599 | $98.13 | $58,779.27 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,047 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.75 to $98.74 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 |
| September 29, 2020 Filed Sep 30, 2020 22:41 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 6,000 | $2.48 | $14,880.00 |
DisclosureSEC source: 0001209191-20-052510 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,563 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 10 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,992 Underlying: Common Stock · 1,563 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. F8 · 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 521 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,980 Underlying: Common Stock · 521 shares Expires 2028-08-01 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. F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 3,916 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,001 Underlying: Common Stock · 3,916 shares Expires 2026-10-18 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. F6 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 600 | $90.08 | $54,049.02 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,646 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $89.99 to $90.22 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 1,200 | $88.77 | $106,518.00 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,246 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.56 to $89.54 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,039 | $87.85 | $179,121.05 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,446 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.47 to $88.30 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,161 | $86.84 | $187,670.53 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,485 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $86.37 to $87.33 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,563 | $11.20 | $17,505.60 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,646 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 521 | $5.26 | $2,740.46 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,083 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 |
| September 15, 2020 Filed Sep 17, 2020 22:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 3,916 | $2.48 | $9,711.68 |
DisclosureSEC source: 0001209191-20-051025 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,562 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 |
| September 01, 2020 Filed Sep 4, 2020 01:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 15,000 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-049579 · doc4.xml · derivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,917 Underlying: Common Stock · 15,000 shares Expires 2026-10-18 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. F5 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| September 01, 2020 Filed Sep 4, 2020 01:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $99.72 | $19,943.00 |
DisclosureSEC source: 0001209191-20-049579 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,646 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $99.69 to $99.74 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 |
| September 01, 2020 Filed Sep 4, 2020 01:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 8,895 | $99.00 | $880,587.21 |
DisclosureSEC source: 0001209191-20-049579 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,846 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.48 to $99.42 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 |
| September 01, 2020 Filed Sep 4, 2020 01:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 5,905 | $98.21 | $579,902.30 |
DisclosureSEC source: 0001209191-20-049579 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,741 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.48 to $98.47 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 |
| September 01, 2020 Filed Sep 4, 2020 01:51 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 15,000 | $2.48 | $37,200.00 |
DisclosureSEC source: 0001209191-20-049579 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,646 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 31, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 26,730 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · derivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,917 Underlying: Common Stoc · 26,730 shares Expires 2026-10-18 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. F5 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| August 31, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 66,000 | $98.65 | $6,510,933.00 |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,646 F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.05 to $99.00 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 31, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 26,730 | $2.48 | $66,290.40 |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,646 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 31, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 481 | $97.56 | $46,926.36 |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,916 F2 · 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. Read SEC document |
| August 28, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 937 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · derivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,063 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 |
| August 28, 2020 Filed Sep 1, 2020 21:07 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 937 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-20-048944 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,397 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 |
| August 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,563 | $0.00 Strike: $11.20 | $0.00 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · derivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,555 Underlying: Common Stock · 1,563 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. F6 · 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 |
| August 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,437 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · derivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,647 Underlying: Common Stock · 4,437 shares Expires 2026-10-18 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. F5 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| August 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $94.23 | $18,846.00 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,460 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,714 | $93.54 | $347,422.42 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,660 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $93.23 to $94.02 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 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,086 | $92.76 | $193,492.35 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,374 F2 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $92.19 to $93.18 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 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,563 | $11.20 | $17,505.60 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,460 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 18, 2020 Filed Aug 20, 2020 00:50 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 4,437 | $2.48 | $11,003.76 |
DisclosureSEC source: 0001209191-20-047653 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,897 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 · balance_after: Includes 1,163 shares of Common Stock acquired under the issuer's employee stock purchase plan on August 14, 2020. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 521 | $0.00 Strike: $5.26 | $0.00 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · derivative · entry 9 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,501 Underlying: Common Stock · 521 shares Expires 2028-08-01 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. F7 · derivative.exercise_date: The option vests 1/48th of the total shares monthly beginning September 2, 2018 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 |
| August 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,479 | $0.00 Strike: $2.48 | $0.00 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · derivative · entry 8 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,084 Underlying: Common Stock · 5,479 shares Expires 2026-10-18 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. F6 · derivative.exercise_date: The option vested 25% on August 22, 2017 and thereafter vests 1/48th of the total shares monthly 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 |
| August 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 100 | $102.27 | $10,227.00 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 7 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,297 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| August 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 200 | $98.19 | $19,638.00 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 6 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,397 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F5 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $98.07 to $98.31 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 |
| August 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,600 | $97.45 | $253,365.06 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 5 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,597 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F4 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.91 to $97.89 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 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 960 | $96.46 | $92,599.78 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 4 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,197 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.88 to $96.86 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 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,140 | $95.28 | $203,909.26 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 3 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,157 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.78 to $95.74 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 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 521 | $5.26 | $2,740.46 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 2 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,297 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 04, 2020 Filed Aug 6, 2020 21:17 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,479 | $2.48 | $13,587.92 |
DisclosureSEC source: 0001209191-20-045514 · doc4.xml · nonDerivative · entry 1 Aji Rajesh A. · CIK 0001795500 · General Counsel & CCO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,776 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.