BILL Holdings trust plans $1.03M stock sale

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.

Rhea-AI Filing Summary

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.

Key Figures

Shares proposed to be sold under Rule 144: 21,124 shares Aggregate value of shares covered by notice: $1,030,006.24 Recent 10b5-1 sales for Rene A. Lacerte: 141,256 shares; $6,839,248.25 +2 more

5 metrics

Shares proposed to be sold under Rule 144 21,124 shares Nene Irrevocable Trust proposed sale of BILL common stock

Aggregate value of shares covered by notice $1,030,006.24 Securities information section for 21,124 shares

Recent 10b5-1 sales for Rene A. Lacerte 141,256 shares; $6,839,248.25 Sales on September 2, 2026 disclosed in past 3 months

Recent 10b5-1 sales for Makahakama Foundation 35,000 shares; $1,694,609.00 Sales on September 2, 2026 disclosed in past 3 months

Recent 10b5-1 sales for Makahakama Trust 38,739 shares; $1,875,641.66 Sales on September 2, 2026 disclosed in past 3 months

Key Terms

Rule 144, Form 144, 10b5-1

3 terms

Rule 144 regulatory

"See the definition of "person" in 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.

Form 144 regulatory

"144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

10b5-1 regulatory

"10b5-1 Sales for RENE A LACERTE"

A 10b5-1 plan is a pre-set schedule that lets company insiders buy or sell shares according to written instructions made when they do not possess material, nonpublic information. Think of it as a timed automatic payment for stock trades: it helps insiders avoid accusations of trading on secret information and gives outside investors a clearer signal about whether sales are routine or potentially informative about the company’s prospects.

FAQ

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

What does the Form 144 filing disclose for BILL Holdings, Inc. (BILL)?

The filing discloses that Nene Irrevocable Trust has notified of its intent to sell 21,124 shares of BILL common stock under Rule 144, with the shares having been acquired through previously exercised options and to be sold for cash through a broker.

How many BILL (BILL) shares is Nene Irrevocable Trust proposing to sell?

Nene Irrevocable Trust is proposing to sell 21,124 shares of BILL Holdings, Inc. common stock. The filing states that these shares came from previously exercised options and are intended to be sold for cash.

What aggregate value is reported for the BILL shares covered by this Form 144 notice?

The Form 144 reports an aggregate value of $1,030,006.24 for the 21,124 shares of BILL common stock covered by the notice, as listed in the securities information section alongside the share amount.

Which broker is handling the proposed BILL (BILL) share sale for Nene Irrevocable Trust?

The proposed sale of BILL common stock for Nene Irrevocable Trust is listed as being handled through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, as shown in the securities information section.

What recent 10b5-1 sales of BILL (BILL) shares are disclosed in the past three months?

The filing lists recent 10b5-1 sales on September 2, 2026: 141,256 shares for Rene A. Lacerte for $6,839,248.25, 35,000 shares for Makahakama Foundation for $1,694,609.00, and 38,739 shares for Makahakama Trust for $1,875,641.66.

Who signed the Form 144 related to BILL Holdings, Inc. (BILL)?

The Form 144 is signed by Rene A. Lacerte, as indicated by the signature line “/s/ RENE LACERTE” in the remarks and signature section dated September 3, 2026.

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

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Available on EDGAR 09/03/2026 - 05:01 PM EDT Accepted by SEC EDGAR 09/03/2026 - 04:32 PM EDT Learn about SEC filing dates

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	Nene Irrevocable Trust
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	21124	1030006.24	85276782	09/03/2026	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	08/26/2024	Previously Exercised Options	Issuer			21124	08/26/2024	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 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
Date of Notice	09/03/2026
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)