Form 4 for BILL BILL Holdings, Inc.
Accepted 2022-06-01 00:00:00 ET · period of report 2022-05-28 · accession 0001209191-22-033338 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DMI | 2022-06-01 | 2022-05-26+ | BILL | Lacerte Rene A. | Pres, CEO, Dir | G - Gift | $0.00 | -25.0K | 1.71M | -1% | $0 |
| DM | 2022-06-01 | 2022-05-28 | BILL | Lacerte Rene A. | Pres, CEO, Dir | M - OptEx | — | +12.8K | 89.0K | +17% | — |
| DM | 2022-06-01 | 2022-05-28 | BILL | Lacerte Rene A. | Pres, CEO, Dir | M - OptEx | $0.00 | -12.8K | 36.2K | -26% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-05-26 | G | D | 225,000 | $0.00 | 1,733,749 | I See Footnote | — | — | (F1) Represents shares of the Issuer's Common Stock that the Reporting Person transferred as a gift. (F2) The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. |
| 2 | Common | Common Stock | 2022-05-26 | G | A | 225,000 | $0.00 | 225,000 | I See Footnote | — | — | (F1) Represents shares of the Issuer's Common Stock that the Reporting Person transferred as a gift. (F3) The shares are held by the Makahakama Foundation. |
| 3 | Common | Common Stock | 2022-05-28 | M | A | 2,785 | — | 91,755 | D | — | — | (F4) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 4 | Common | Common Stock | 2022-05-28 | M | A | 10,000 | — | 88,970 | D See Footnote | — | — | (F4) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F2) The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. |
| 5 | Common | Common Stock | 2022-06-01 | G | D | 25,000 | $0.00 | 1,708,749 | I | — | — | (F5) Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund. |
| 6 | Derivative | Restricted Stock Units | 2022-05-28 | M | D | 10,000 | $0.00 | 80,000 | D | — · — to — | 10,000 Common Stock | (F4) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F9) 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. |
| 7 | Derivative | Restricted Stock Units | 2022-05-28 | M | D | 2,785 | $0.00 | 36,208 | D | — · — to — | 2,785 Common Stock | (F4) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F10) 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. |