Lacerte Rene A. 4
4 · BILL Holdings, Inc. · Filed Dec 9, 2025
Insider Transaction Report
Form 4
Lacerte Rene A.
DirectorCEO
Transactions
- Gift
Common Stock
2025-12-05−15,190→ 99,593 total(indirect: See Footnote)
Holdings
- 82,826
Common Stock
- 1,708,749(indirect: See footnote)
Common Stock
- 135,000(indirect: See footnote)
Common Stock
- 184,249(indirect: See footnote)
Common Stock
- 205,000(indirect: See footnote)
Common Stock
Footnotes (7)
- [F1]Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund.
- [F2]The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
- [F3]The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees
- [F4]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.
- [F5]The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
- [F6]The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
- [F7]The shares are held by the Makahakama Foundation.