Form 4 for BILL BILL Holdings, Inc.
Accepted 2025-09-02 00:00:00 ET · period of report 2025-08-28 · accession 0001415889-25-023455 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-09-02 | 2025-08-28 | BILL | Lacerte Rene A. | CEO, Dir | F - Tax | $49.20 | -24.9K | 67.4K | -27% | -$1.23M |
| DM | 2025-09-02 | 2025-08-28 | BILL | Lacerte Rene A. | CEO, Dir | M - OptEx | — | +49.1K | 92.4K | +114% | — |
| DM | 2025-09-02 | 2025-08-28 | BILL | Lacerte Rene A. | CEO, Dir | M - OptEx | $0.00 | -49.1K | 0 | -100% | $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 | 2025-08-28 | F | D | 24,948 | $49.20 | 67,430 | D | — | — | (F3) Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs. |
| 2 | Common | Common Stock | 2025-08-28 | M | A | 20,113 | — | 63,366 | 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 | 2025-08-28 | M | A | 29,012 | — | 92,378 | D | — | — | (F2) Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. |
| 4 | Derivative | Performance Stock Units | 2025-08-28 | M | D | 26,645 | $0.00 | 53,286 | D | — · — to — | 26,645 Common Stock | (F2) Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. (F15) The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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. |
| 5 | Derivative | Performance Stock Units | 2025-08-28 | M | D | 2,367 | $0.00 | 0 | D | — · — to — | 2,367 Common Stock | (F2) Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock. (F14) 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. |
| 6 | Derivative | Restricted Stock Unit | 2025-08-28 | M | D | 8,310 | $0.00 | 99,715 | D | — · — to — | 8,310 Common Stock | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F13) The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date. |
| 7 | Derivative | Restricted Stock Unit | 2025-08-28 | M | D | 3,658 | $0.00 | 29,262 | D | — · — to — | 3,658 Common Stock | (F1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. (F12) 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. |
| 8 | Derivative | Restricted Stock Unit | 2025-08-28 | M | D | 5,359 | $0.00 | 21,435 | 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. (F11) The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. |
| 9 | Derivative | Restricted Stock Unit | 2025-08-28 | M | D | 2,786 | $0.00 | 0 | D | — · — to — | 2,786 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, 2021, subject to the continuing service of the Reporting Person on each vesting date. |