Lacerte Rene A. 4

4 · BILL Holdings, Inc. · Filed Mar 3, 2026

Insider Transaction Report

Form 4

Period: 2026-02-28

BILL Holdings, Inc.BILL

Lacerte Rene A.

DirectorCEO

Transactions

Exercise/Conversion
Common Stock
[F1]
2026-02-28+24,627→ 107,453 total
Exercise/Conversion
Common Stock
[F2]
2026-02-28+6,661→ 114,114 total
Tax Payment
Common Stock
[F3]
2026-02-28$44.19/sh−12,649$558,959→ 101,465 total
Exercise/Conversion
Restricted Stock Unit
[F1][F10]
2026-02-28−5,359→ 10,718 total
→ Common Stock (5,359 underlying)
Exercise/Conversion
Restricted Stock Unit
[F1][F11]
2026-02-28−3,658→ 21,947 total
→ Common Stock (3,658 underlying)
Exercise/Conversion
Restricted Stock Unit
[F1][F12]
2026-02-28−8,310→ 83,096 total
→ Common Stock (8,310 underlying)
Exercise/Conversion
Performance Stock Units
[F2][F13]
2026-02-28−6,661→ 39,964 total
→ Common Stock (6,661 underlying)
Exercise/Conversion
Restricted Stock Unit
[F1][F14]
2026-02-28−7,300→ 73,000 total
→ Common Stock (7,300 underlying)

Holdings

Common Stock
[F4]
(indirect: See footnote)
1,708,749
Common Stock
[F5]
(indirect: See footnote)
135,000
Common Stock
[F5]
(indirect: See footnote)
135,000
Common Stock
[F6]
(indirect: See footnote)
184,249
Common Stock
[F7]
(indirect: See footnote)
184,249
Common Stock
[F8]
(indirect: See footnote)
205,000
Common Stock
[F9]
(indirect: See footnote)
99,593

Footnotes (14)

[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, 2022, 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, 2023, 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, 2024, subject to the continuing service of the Reporting Person on each vesting date.
[F13]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.
[F14]The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, 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.

Signature

/s/ Michael Dunn, Attorney-in-Fact|2026-03-03

Documents

1 file

4
form4-03032026_100342.xmlPrimary