BILL Holdings, Inc. filings document formal disclosures for its finance software and payments business, including quarterly results, GAAP and non-GAAP reconciliations, revenue categories, and material-event reports under Form 8-K. Recent filings also record share repurchase authorization disclosure and exit or disposal activity charges tied to organizational restructuring.
The company’s proxy and governance filings cover board elections, auditor ratification, advisory executive-compensation votes, director and officer changes, and principal accounting officer responsibilities. These records also describe stockholder voting outcomes and governance procedures for BILL’s public-company reporting.
BILL Holdings, Inc. asks stockholders to elect four Class I directors, ratify PricewaterhouseCoopers LLP as its independent auditor for the year ending June 30, 2027, and approve executive compensation on a non-binding advisory basis. The board recommends votes FOR all three proposals. The virtual annual meeting is scheduled for December 10, 2026; stockholders of record on October 13, 2026 may vote, with one vote per common share.
Fiscal 2026 total revenue was $1,653.2 million, up 13%, and core revenue was $1,504.7 million, up 16%. Non-GAAP operating income rose 35% to $323.7 million, and non-GAAP free cash flow was $354.7 million. BILL repurchased 13.7 million common shares for approximately $567.3 million and authorized a new $1.0 billion repurchase program in May 2026. The board determined that 11 of its 12 directors meet independence requirements and formed a Risk Committee to oversee cybersecurity, data protection, AI governance, regulatory and payments-related risks.
BILL Holdings, Inc. director and 10% owner Peter A. Feld converted 2,611 restricted stock units into 2,611 common shares on October 17, 2026. His reported direct holdings afterward were 2,611 common shares and 5,220 restricted stock units. The RSUs vest in one-third installments on October 17, 2026, October 17, 2027, and October 17, 2028, subject to continuing service.
Starboard Value LP-managed accounts are reported as holding 7,025,748 common shares indirectly. One account has forward purchase contracts with Nomura Global Financial Products Inc. for 1,614,152 shares at an aggregate purchase price of $69,096,198, providing for physical settlement and a final valuation date of December 21, 2026. The contracts do not give the account voting or dispositive control over the related shares before settlement. Feld disclaims beneficial ownership of the Starboard-account securities except to the extent of his pecuniary interest.
BILL Holdings, Inc. director Lee Kirkpatrick reported converting 2,611 restricted stock units into 2,611 shares of common stock on October 17, 2026. After the transaction, reported direct holdings were 5,220 restricted stock units and 2,611 common shares. No Rule 10b5-1 plan is reported.
BILL Holdings, Inc. voluntarily changed its accounting principle effective July 1, 2026: rewards paid to spending businesses using its BILL Spend and Expense cards are now classified as a reduction of interchange revenue within subscription and transaction fees, rather than as sales and marketing expenses. Beginning with the fiscal quarter ended September 30, 2026, its financial information will reflect the change, with prior periods retrospectively adjusted.
The supplemental figures cover eight quarters in fiscal years 2025 and 2026. For the quarter ended June 30, 2026, total revenue is $342.182 million as adjusted, compared with $436.186 million previously reported; the table shows a $94.004 million effect from the reclassification. BILL states the change has no impact on operating income, net income/(loss), net income/(loss) per share, the balance sheet or cash flows for any period presented.
BILL Holdings, Inc. reports that Chief Revenue Officer Jonathan Leaf directly holds 141,672 restricted stock units. Each RSU represents a contingent right to receive one share of common stock. One-third of the total shares vest on August 28, 2027; thereafter, one-twelfth of the total shares vest quarterly over two years, subject to his continued service on each vesting date.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Cieri Michael reported acquisition or exercise transactions in this Form 4 filing.
BILL Holdings, Inc. (BILL) reported that Chief Product Officer Michael Cieri received a grant of 46,856 Restricted Stock Units (RSUs) on September 15, 2026. Each RSU represents a contingent right to receive one share of common stock and will vest in 12 equal quarterly installments over three years beginning November 28, 2026, subject to his continuing service. All 46,856 RSUs are held as a direct ownership position, and no Rule 10b5-1 trading plan is reported.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Jain Rohini reported acquisition or exercise transactions in this Form 4 filing.
BILL Holdings, Inc. (BILL) reported that Chief Financial Officer Rohini Jain received a grant of 67,681 Restricted Stock Units on September 15, 2026. Each RSU represents a contingent right to receive one share of Common Stock and vests in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to her continued service.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Lacerte Rene A. reported acquisition or exercise transactions in this Form 4 filing.
BILL Holdings, Inc. (BILL) reported that Chief Executive Officer and director Rene A. Lacerte received a grant of 116,619 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of the company’s common stock.
The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to Mr. Lacerte’s continuing service with the company on each vesting date. No Rule 10b5-1 trading plan is reported for this award.
BILL Holdings, Inc. (BILL) is the issuer for which officer John Rettig has filed a notice under Rule 144 to potentially sell 19,893 shares of common stock through Morgan Stanley Smith Barney LLC. The shares relate to recently acquired equity awards, including restricted stock units and performance stock units acquired on August 28, 2026.