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.
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. (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.
BILL Holdings, Inc. (BILL) reported that CEO and director Rene A. Lacerte and related entities sold an aggregate of 257,243 shares of Common Stock in open-market transactions on September 2–3, 2026, at weighted average prices around the high‑$40s to low‑$50s per share.
The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on June 3, 2026. Some transactions involved shares held directly, while others involved shares held by various trusts and a foundation for which Lacerte and his spouse serve as trustees. After one September 3 sale, an additional trust held 168,877 shares indirectly.
BILL Holdings, Inc. (BILL) is reported as having approximately 8,628,954 shares of its common stock beneficially owned by BlackRock, Inc. and certain of its business units, representing 10.1% of the class as of August 31, 2026.
BlackRock reports sole power to vote 8,367,804 shares and sole power to dispose of 8,628,954 shares, with no shared voting or dispositive power. Various underlying clients have economic rights to dividends or sale proceeds, but no single client holds more than five percent of the outstanding common shares.
BILL Holdings, Inc. (BILL) received a Rule 144 notice from Nene Irrevocable Trust covering the proposed sale of 21,124 shares of BILL common stock. The shares to be sold were acquired through previously exercised options and are to be sold for cash through Morgan Stanley Smith Barney.
The notice also lists Rule 10b5-1 plan sales of BILL common stock during the past three months, including 141,256 shares for Rene A. Lacerte, 35,000 shares for Makahakama Foundation, and 38,739 shares for Makahakama Trust, with stated aggregate sale values for each.
BILL Holdings, Inc. (BILL) received a Rule 144 notice for a proposed sale of 21,124 shares of common stock held by the Ilio Irrevocable Trust, arising from previously exercised options, with sales for cash noted as of August 26, 2024 and Morgan Stanley Smith Barney LLC named as broker. The notice also lists prior Rule 10b5-1 sales on September 2, 2026 by Rene A. Lacerte and related entities.
BILL Holdings, Inc. (BILL) received a notice that Makahakama Trust U/A DTD 02/15/2004 intends to sell shares of the company’s common stock under Rule 144. The notice covers 38,739 shares of common stock with an aggregate market value of $1,844,751.18, listed as of September 2, 2026. The filing notes that 85,276,782 shares of common stock were outstanding. The securities to be sold were acquired through an employee stock purchase plan on September 3, 2021 and upon vesting of restricted stock units during the period from November 28, 2023 through May 28, 2024. The notice is signed by Rene Lacerte.
BILL Holdings, Inc. (BILL) received a notice under Rule 144 that Rene A. Lacerte intends to sell shares of the company’s common stock through Morgan Stanley Smith Barney LLC. The planned sale covers 141,256 shares of common stock, with an aggregate market value of $6,726,610.72 as of September 2, 2026, on the NYSE. The shares derive from the employee stock purchase plan and from vested restricted stock units and performance stock units.