Form 4 for BILL BILL Holdings, Inc.
Accepted 2023-08-30 00:00:00 ET · period of report 2023-08-28 · accession 0001209191-23-047795 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2023-08-30 | 2023-08-28 | BILL | Lacerte Rene A. | Pres, CEO, Dir | M - OptEx | — | +27.6K | 96.9K | +40% | — |
| DM | 2023-08-30 | 2023-08-28 | BILL | Lacerte Rene A. | Pres, CEO, Dir | M - OptEx | $0.00 | -27.6K | 18.9K | -59% | $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 | 2023-08-28 | M | A | 9,468 | — | 114,514 | D | — | — | (F2) 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. |
| 2 | Common | Common Stock | 2023-08-28 | M | A | 5,359 | — | 105,046 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 3 | Common | Common Stock | 2023-08-28 | M | A | 2,785 | — | 99,687 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 4 | Common | Common Stock | 2023-08-28 | M | A | 10,000 | — | 96,902 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 5 | Derivative | Restricted Stock Units | 2023-08-28 | M | D | 10,000 | $0.00 | 30,000 | D | — · — to — | 10,000 Common Stock | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F8) 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. |
| 6 | Derivative | Restricted Stock Units | 2023-08-28 | M | D | 2,785 | $0.00 | 22,282 | D | — · — to — | 2,785 Common Stock | (F1) 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, 2021, subject to the continuing service of the Reporting Person on each vesting date. |
| 7 | Derivative | Restricted Stock Units | 2023-08-28 | M | D | 5,359 | $0.00 | 64,306 | D | — · — to — | 5,359 Common Stock | (F1) 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. |
| 8 | Derivative | Performance Stock Units | 2023-08-28 | M | D | 9,468 | $0.00 | 18,937 | D | — · — to — | 9,468 Common Stock | (F2) 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) 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. |