Welcome to our dedicated page for BILL HOLDINGS SEC filings (Ticker: BILL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The BILL Holdings, Inc. (NYSE: BILL) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered summaries that help explain complex documents. BILL is a Software Publishers industry company that describes itself as an intelligent finance platform for small and midsize businesses, and its filings offer detailed insight into how it operates and governs this business.
Through this page, you can review annual reports on Form 10‑K and quarterly reports on Form 10‑Q, where BILL discusses its intelligent finance platform, accounts payable and receivable automation, spend and expense management capabilities, and broader financial operations strategy. These reports also include risk factors, management’s discussion and analysis, and segment-level information that are important for understanding the company’s long-term profile.
Frequent current reports on Form 8‑K document material events such as earnings releases, cooperation agreements with shareholders like Starboard Value LP, changes to the Board of Directors, executive transitions, and the authorization of share repurchase programs. BILL’s filings also describe its use of non‑GAAP financial measures, including non‑GAAP gross profit, non‑GAAP operating income, non‑GAAP net income, and free cash flow, with reconciliations provided in attached exhibits.
Investors interested in corporate governance and executive compensation can consult the company’s DEF 14A definitive proxy statement, which covers board composition, committee structures, say‑on‑pay proposals, and broader governance practices. For those tracking insider activity, Forms 3, 4, and 5 (when available) detail beneficial ownership and changes in holdings by directors, officers, and significant shareholders.
Stock Titan enhances these filings with AI-driven summaries and highlights, helping users quickly identify key points in lengthy documents, such as major strategic updates, governance changes, or shifts in non‑GAAP metrics. Real-time updates from EDGAR ensure that new BILL filings appear promptly, giving investors, analysts, and researchers an efficient way to follow the regulatory record behind the company’s intelligent finance platform.
BILL Holdings, Inc. reported a leadership update. On March 11, 2026, the Board of Directors appointed Chief Financial Officer Rohini Jain to also serve as the company’s principal accounting officer for purposes of the Securities Exchange Act of 1934.
Ms. Jain will not receive any additional compensation for taking on the principal accounting officer responsibilities. Her biographical and other background information is available in a prior filing with the Securities and Exchange Commission, which the company references and incorporates by reference.
BILL Holdings, Inc. director and CEO Rene A. Lacerte reported multiple equity award vesting and conversion transactions. On February 28, 2026, restricted stock units and performance stock units were exercised into common stock, including 24,627 and 6,661 common shares from derivative conversions at
BILL Holdings, Inc. COO John R. Rettig reported multiple equity award vesting transactions dated February 28, 2026. He acquired common stock through the conversion of restricted stock units (RSUs) and performance stock units (PSUs), including 20,105 shares of common stock from derivative exercises and 5,710 shares from PSUs. To cover tax obligations tied to these vestings, 9,870 common shares were disposed of at $44.19 per share through share withholding rather than an open-market sale. Following these transactions, Rettig held 142,526 shares of common stock directly, with an additional 69,974 common shares held indirectly by the Rettig Living Trust, where he and his spouse serve as co‑trustees. The RSU and PSU awards vest over multi‑year schedules, primarily in equal quarterly installments, contingent on his continued service with the company.
BILL Holdings, Inc. officer Mary Kay Bowman reported multiple equity award transactions. On
The filing shows RSUs and PSUs that each represent a right to receive one share of common stock, vesting over one to three years starting on
BILL Holdings, Inc. Chief Technology Officer Kenneth A. Moss reported multiple equity award vesting and related share movements. On February 28, 2026, he acquired common stock through the exercise or conversion of restricted stock units and performance stock units, both at a stated price of $0.00 per share.
Some resulting common shares were withheld at $44.19 per share to cover tax obligations tied to these vestings, rather than sold in open-market transactions. A portion of the reported indirect holdings and related tax-withholding dispositions involves shares held by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
BILL Holdings, Inc. reported higher scale but a small loss for the quarter ended December 31, 2025. Total revenue rose to $414.7 million from $362.6 million, driven mainly by growth in subscription and transaction fees, which reached $375.1 million.
Interest on funds held for customers was $39.5 million, slightly below the prior year. Despite gross profit of $331.1 million, operating expenses of $349.2 million led to an operating loss of $18.1 million and a net loss of $2.6 million, compared with net income of $33.5 million a year earlier.
Total payment volume increased to $95.1 billion, with 34.7 million transactions processed. BILL ended the period with $10.1 billion in total assets, $3.8 billion in stockholders’ equity, and 498,500 businesses using its solutions. The company continued share repurchases and now has multiple revolving credit facilities and $1.52 billion of convertible senior notes outstanding.
BILL Holdings, Inc. furnished an update on its business by issuing a press release and scheduling a conference call covering financial results for its second fiscal quarter ended December 31, 2025. The press release, titled “BILL Reports Second Quarter Fiscal Year 2026 Financial Results,” is attached as Exhibit 99.1.
The company notes that the materials include non-GAAP financial measures and indicates that reconciliations to GAAP figures are provided in the press release. The information in this current report, including Exhibit 99.1, is being furnished rather than filed under securities laws.
BILL Holdings, Inc. reported a planned change to its Board of Directors. On January 20, 2026, director Alison Wagonfeld notified the company that she intends to resign from the Board, effective February 6, 2026. The company stated that her resignation is not due to any disagreement with BILL Holdings over its operations, policies, or practices. This filing is primarily a governance update and does not include financial or earnings information.
BILL Holdings director Daniel A. Wernikoff reported the vesting and conversion of restricted stock units into common stock. On January 15, 2026, 1,531 Restricted Stock Units (RSUs), each representing a contingent right to one share of common stock, were converted into 1,531 shares of BILL Holdings common stock at a price of $0 per share.
After this transaction, Wernikoff directly holds 1,531 shares of common stock and 3,062 RSUs. The RSUs are scheduled to vest in three equal annual installments on January 15, 2026, January 15, 2027, and January 15, 2028, subject to his continued service as a director on each vesting date.
BILL Holdings, Inc. director Keri Gohman reported an RSU vesting and related share issuance. On January 15, 2026, 1,531 Restricted Stock Units were converted into 1,531 shares of BILL common stock at a reported price of $0 per share, reflecting the nature of RSU settlement rather than an open-market purchase.
Following the transaction, Gohman beneficially owned 1,531 shares of BILL common stock directly and 3,062 RSUs. According to the filing, the RSUs vest in three equal annual installments, with one‑third of the total shares scheduled to vest on each of January 15, 2026, January 15, 2027, and January 15, 2028, subject to her continued service as a director on each vesting date.