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  4. [144] BILL Holdings, Inc. SEC Filing

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.

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
144

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.

Positive

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Negative

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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
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

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.

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144: Filer Information

144: Issuer Information

144: Securities Information



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


* 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

144: Remarks and Signature

Source: View Original Filing on SEC EDGAR