BILL Holdings' Rene Lacerte plans $2.54M share sale

Prior three-month entries list 10b5-1 sales for Rene A. Lacerte, ILIO and NENE Irrevocable Trusts, Makahakama Foundation, and Makahakama Trust.

Available on EDGAR 11/06/2026 - 04:34 PM EST Accepted by SEC EDGAR 11/06/2026 - 04:34 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

BILL Holdings, Inc. director and officer Rene Lacerte gave notice of a planned sale of 50,000 common shares, with an aggregate market value of $2,544,500.00 and an approximate sale date of November 6, 2026. The remarks state the securities were and will be received upon exercise of stock options over the next three months, and that acquisition and payment dates were and will be the exercise/sale dates.

Key Figures

Shares listed for sale: 50,000 shares Aggregate market value: $2,544,500.00 Shares outstanding: 85,883,042 shares

3 metrics

Shares listed for sale 50,000 shares Common shares; approximate sale date November 6, 2026.

Aggregate market value $2,544,500.00 For the common shares listed for sale.

Shares outstanding 85,883,042 shares Amount shown in the notice.

Key Terms

Rule 144, stock options, 10b5-1 Sales, aggregate market value

4 terms

Rule 144 regulatory

"paragraph (a) of Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

stock options financial

"Exercise of Stock Options"

Stock options are agreements that give a person the right to buy or sell a company's stock at a specific price within a certain time frame. They are often used as a reward or incentive, similar to a coupon that can be used later if the stock price rises, allowing the holder to make a profit.

10b5-1 Sales regulatory

"10b5-1 Sales for RENE A LACERTE"

10b5-1 sales are pre-arranged stock-trading plans that let company insiders automatically buy or sell shares according to a fixed schedule or formula, even if they later learn confidential information. Think of it as setting up an automatic thermostat for trades: it creates a clear, documented path that can protect insiders from insider-trading accusations and gives investors a signal about predictable insider activity—though it can also simply be a way for insiders to diversify or raise cash.

aggregate market value financial

"Aggregate market value"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many BILL shares did Rene Lacerte give notice of selling?

Rene Lacerte gave notice of a planned sale of 50,000 common shares, with an aggregate market value of $2,544,500.00.

What past 10b5-1 sales are listed with the BILL notice?

The table lists Rene A. Lacerte with 141,256 shares and $6,839,248.25; Makahakama Foundation with 35,000 shares and $1,694,609.00; and Makahakama Trust with 38,739 shares and $1,875,641.66, all on September 2, 2026. It lists ILIO Irrevocable Trust and NENE Irrevocable Trust with 21,124 shares each and $1,059,755.17 and $1,060,000.21, respectively, on September 3, 2026. Each entry is labeled 10b5-1 sales.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001795497
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	BILL HOLDINGS INC
SEC File Number	001-39149
Address of Issuer	6220 America Center Drive, Suite 100 San Jose CALIFORNIA 95002
Phone	6506217700
Name of Person for Whose Account the Securities are To Be Sold	RENE LACERTE
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Director
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	50000	2544500.00	85883042	11/06/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	11/06/2026	Exercise of Stock Options	Issuer			50000	11/06/2026	Cash

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for ILIO IRREVOCABLE TRUST U/A DTD10/11/2019 6220 America Center Drive, Suite 100 San Jose CA 95002	Common	09/03/2026	21124	1059755.17
10b5-1 Sales for NENE IRREVOCABLE TRUST U/A DTD10/11/2019 6220 America Center Drive, Suite 100 San Jose CA 95002	Common	09/03/2026	21124	1060000.21
10b5-1 Sales for RENE A LACERTE 6220 America Center Drive, Suite 100 San Jose CA 95002	Common	09/02/2026	141256	6839248.25
10b5-1 Sales for MAKAHAKAMA FOUNDATION 6220 America Center Drive, Suite 100 San Jose CA 95002	Common	09/02/2026	35000	1694609.00
10b5-1 Sales for MAKAHAKAMA TRUST 6220 America Center Drive, Suite 100 San Jose CA 95002	Common	09/02/2026	38739	1875641.66

144: Remarks and Signature

Remarks	The securities to be sold were and will be received upon the exercise of stock options over the next three months. The dates of acquisition and payment were and will be the dates of exercise/sale.
Date of Notice	11/06/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	06/03/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Rene Lacerte
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)