Form 4 for BILL BILL Holdings, Inc.
Accepted 2024-03-01 00:00:00 ET · period of report 2024-02-28 · accession 0001415889-24-006184 · 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 | 2024-03-01 | 2024-02-28 | BILL | Rettig John R. | CFO | M - OptEx | — | +15.8K | 52.8K | +43% | — |
| D | 2024-03-01 | 2024-02-28 | BILL | Rettig John R. | CFO | F - Tax | $63.76 | -5,754 | 47.1K | -11% | -$366.9K |
| DM | 2024-03-01 | 2024-02-28 | BILL | Rettig John R. | CFO | M - OptEx | $0.00 | -15.8K | 3,750 | -81% | $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 | 2024-02-28 | M | A | 3,750 | — | 40,748 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F2) Includes 247 shares of Common Stock acquired under the Issuer's employee stock purchase plan on February 6, 2024. |
| 2 | Common | Common Stock | 2024-02-28 | M | A | 1,114 | — | 41,862 | 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 | 2024-02-28 | M | A | 2,188 | — | 44,050 | 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 | 2024-02-28 | M | A | 4,287 | — | 48,337 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 5 | Common | Common Stock | 2024-02-28 | M | A | 2,613 | — | 50,950 | D | — | — | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. |
| 6 | Common | Common Stock | 2024-02-28 | M | A | 1,893 | — | 52,843 | D | — | — | (F3) Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. |
| 7 | Common | Common Stock | 2024-02-28 | F | D | 5,754 | $63.76 | 47,089 | D | — | — | (F4) Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. |
| 8 | Derivative | Performance Stock Units | 2024-02-28 | M | D | 1,893 | $0.00 | 11,363 | D | — · — to — | 1,893 Common Stock | (F3) Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. (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. |
| 9 | Derivative | Restricted Stock Unit | 2024-02-28 | M | D | 2,613 | $0.00 | 36,578 | D | — · — to — | 2,613 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 November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date. |
| 10 | Derivative | Restricted Stock Unit | 2024-02-28 | M | D | 4,287 | $0.00 | 42,871 | D | — · — to — | 4,287 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, 2022, subject to the continuing service of the Reporting Person on each vesting date. |
| 11 | Derivative | Restricted Stock Unit | 2024-02-28 | M | D | 2,188 | $0.00 | 15,312 | D | — · — to — | 2,188 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 February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. |
| 12 | Derivative | Restricted Stock Unit | 2024-02-28 | M | D | 1,114 | $0.00 | 6,685 | D | — · — to — | 1,114 Common Stock | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F7) 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. |
| 13 | Derivative | Restricted Stock Unit | 2024-02-28 | M | D | 3,750 | $0.00 | 3,750 | D | — · — to — | 3,750 Common Stock | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F6) 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. |