Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BILL Holdings, Inc.BILL · Entity 3940 | CCO | February 28, 2024 | March 01, 2024 |
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 February 28, 2024 · Filed March 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 13,324 |
Ending reported balance
After 2024-02-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-02-28 · Exercise / conversion · Acquired 2,843 · Balance 13,416 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Row 2 · 2024-02-28 · Exercise / conversion · Acquired 1,129 · Balance 14,545 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Row 3 · 2024-02-28 · Exercise / conversion · Acquired 1,255 · Balance 15,800 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. Row 4 · 2024-02-28 · Tax withholding · Disposed 2,476 · Balance 13,324 F3: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 31,274 |
Reported balance
After 2024-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-02-28 · Exercise / conversion · Disposed 2,843 · Balance 31,274 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F4: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. |
| Restricted Stock UnitSEC Table II · derivative / convertible security | Direct | 15,802 |
Reported balance
After 2024-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-02-28 · Exercise / conversion · Disposed 1,129 · Balance 15,802 F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F5: 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. |
| Performance Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,535 |
Reported balance
After 2024-02-28 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-02-28 · Exercise / conversion · Disposed 1,255 · Balance 7,535 F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. F6: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2: Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
F3: Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.
F4: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.
F5: 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.
F6: 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 28, 2024 Filed Mar 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,255 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 7 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,535 Underlying: Common Stock · 1,255 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. F6 · 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. F6 · 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 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 1,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 6 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,802 Underlying: Common Stock · 1,129 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 November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Unit · Derivative | 2,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · derivative · entry 5 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,274 Underlying: Common Stock · 2,843 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 as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. F4 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Tax withholdingCommon Stock | 2,476 | $63.76 | $157,869.76 |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 4 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,324 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 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,255 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 3 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,800 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 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,129 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 2 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,545 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 1, 2024 19:47 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 2,843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001415889-24-006178 · form4-03022024_120315.xml · nonDerivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,416 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 29, 2023 Filed Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 222 | $68.40 | $15,185.71 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 6 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,573 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 3,024 | $67.73 | $204,829.43 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 5 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,795 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 2,765 | $66.98 | $185,206.34 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 4 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,819 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 1,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 9 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,790 Underlying: Common Stock · 1,256 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. F9 · 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. F9 · 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 8 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,931 Underlying: Common Stock · 1,128 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 November 28, 2023, 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionRestricted Stock Units · Derivative | 11,372 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · derivative · entry 7 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,117 Underlying: Common Stock · 11,372 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 as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. F7 · derivative.expiration_date: The RSUs vest as to 1/4th of the total shares on November 28, 2023, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date. Read SEC document |
| November 28, 2023 Filed Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,256 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 3 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,584 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 1,128 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 2 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,328 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 Nov 30, 2023 19:25 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 11,372 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-057027 · doc4.xml · nonDerivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,200 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 29, 2023 Filed Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 604 | $110.81 | $66,926.40 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 6 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,828 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 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 Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 667 | $110.01 | $73,376.80 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 5 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,432 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 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 Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 117 | $108.92 | $12,744.21 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 4 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,099 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 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 Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 229 | $107.60 | $24,640.56 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 3 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,216 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 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 |
| August 29, 2023 Filed Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 169 | $106.94 | $18,072.20 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 2 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,445 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 Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 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 $106.38 to $107.37 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 Aug 31, 2023 21:45 UTC | BILL Holdings, Inc. BILL · Entity 3940 | SaleCommon Stock | 409 | $106.05 | $43,374.00 |
DisclosureSEC source: 0001209191-23-047904 · doc4.xml · nonDerivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,614 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 Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 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 $105.38 to $106.37 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 28, 2023 Filed Aug 30, 2023 20:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionPerformance Stock Units · Derivative | 5,023 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047797 · doc4.xml · derivative · entry 2 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,046 Underlying: Common Stock · 5,023 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 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. F2 · 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. F2 · 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 |
| August 28, 2023 Filed Aug 30, 2023 20:28 UTC | BILL Holdings, Inc. BILL · Entity 3940 | Exercise / conversionCommon Stock | 5,023 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-047797 · doc4.xml · nonDerivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,023 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 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 |
| August 23, 2023 Filed Aug 25, 2023 18:10 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 15,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-047414 · doc4.xml · derivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,069 Underlying: Common Stock · 15,069 shares Expires not disclosed F1 · 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. F2 · derivative.exercise_date: Represents PSUs granted on September 28, 2022 that were earned by the Reporting Person as a result of the achievement of certain performance criteria as certified by the Compensation Committee of the Issuer's Board of Directors on August 23, 2023. F3 · 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. F3 · 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 |
| August 15, 2023 Filed Aug 17, 2023 19:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 4,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046454 · doc4.xml · derivative · entry 3 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,514 Underlying: Common Stock · 4,514 shares Expires not disclosed F3 · 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. F5 · derivative.exercise_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. F5 · derivative.expiration_date: The PSUs may vest depending on the Issuer's total shareholder return over a three-year period beginning July 1, 2023 and ending June 30, 2026, relative to companies that comprise the Russell 3000, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest in full following the date on which the Issuer's Compensation Committee or the Board certifies the achievement level, with such vesting to occur on the next regular quarterly vesting date thereafter. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 19:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantPerformance Stock Units · Derivative | 7,524 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046454 · doc4.xml · derivative · entry 2 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,524 Underlying: Common Stock · 7,524 shares Expires not disclosed F3 · 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. F4 · derivative.exercise_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2023 and ending June 30, 2024, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. F4 · derivative.expiration_date: The PSUs may vest depending on the achievement of certain revenue and profitability targets of the Issuer over the one-year period beginning July 1, 2023 and ending June 30, 2024, subject to the Reporting Person's continued service to the Issuer. Once earned, the PSUs will vest over three years, with 1/3rd vesting upon the completion of the one-year performance period and the certification by the Issuer's Compensation Committee or the Board of the achievement level, and the remaining 2/3rds vesting quarterly thereafter over the following two years. Read SEC document |
| August 15, 2023 Filed Aug 17, 2023 19:44 UTC | BILL Holdings, Inc. BILL · Entity 3940 | GrantRestricted Stock Units · Derivative | 18,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-046454 · doc4.xml · derivative · entry 1 Padelford Loren · CIK 0001949318 · CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,059 Underlying: Common Stock · 18,059 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. F2 · derivative.exercise_date: The RSUs 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. F2 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.