Lacerte Rene A. 4

Accession 0001415889-25-023455

CIK 0001786352other

View on SEC.gov Company Profile

Filed

Sep 1, 8:00 PM ET

Accepted

Sep 2, 6:15 PM ET

Size

28.2 KB

Accession

0001415889-25-023455

Insider Transaction Report

Form 4

Period: 2025-08-28

BILL Holdings, Inc.BILL

Lacerte Rene A.

DirectorCEO

Transactions

Exercise/Conversion
Common Stock
2025-08-28+20,113→ 63,366 total
Exercise/Conversion
Restricted Stock Unit
2025-08-28−5,359→ 21,435 total
→ Common Stock (5,359 underlying)
Exercise/Conversion
Restricted Stock Unit
2025-08-28−3,658→ 29,262 total
→ Common Stock (3,658 underlying)
Exercise/Conversion
Common Stock
2025-08-28+29,012→ 92,378 total
Tax Payment
Common Stock
2025-08-28$49.20/sh−24,948$1,227,442→ 67,430 total
Exercise/Conversion
Restricted Stock Unit
2025-08-28−2,786→ 0 total
→ Common Stock (2,786 underlying)
Exercise/Conversion
Restricted Stock Unit
2025-08-28−8,310→ 99,715 total
→ Common Stock (8,310 underlying)
Exercise/Conversion
Performance Stock Units
2025-08-28−26,645→ 53,286 total
→ Common Stock (26,645 underlying)
Exercise/Conversion
Performance Stock Units
2025-08-28−2,367→ 0 total
→ Common Stock (2,367 underlying)

Holdings

Common Stock
(indirect: See footnote)
1,708,749
Common Stock
(indirect: See footnote)
135,000
Common Stock
(indirect: See footnote)
135,000
Common Stock
(indirect: See footnote)
184,249
Common Stock
(indirect: See footnote)
184,249
Common Stock
(indirect: See footnote)
205,000
Common Stock
(indirect: See footnote)
114,783

Footnotes (15)

[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.
[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.
[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.
[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.
[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.
[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.
[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 tax withholding obligation in connection with the vesting of RSUs and PSUs.
[F4]The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
[F5]The shares are held by a family trust with Rene A. Lacerte and Joyce A. Chung, as Trustors, and Rene A. Lacerte, Joyce A. Chung, and Daniel C. Chung, as Trustees.
[F6]The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
[F7]The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
[F8]The shares are held by the Makahakama Foundation.
[F9]The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

Documents

1 file

4
form4-09022025_100910.xmlPrimary

Issuer

BILL Holdings, Inc.

CIK 0001786352

→

Entity typeother

Related Parties

filerCIK 0001795497

Filing Metadata

Form type: 4
Filed: Sep 1, 8:00 PM ET
Accepted: Sep 2, 6:15 PM ET
Size: 28.2 KB

View on SEC.gov