BILL Holdings holder plans $6.7M stock sale

Rene A. Lacerte filed a Rule 144 notice to potentially sell 141,256 shares of BILL common stock sourced from equity compensation and purchase plans.

Rhea-AI Filing Summary

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.

Key Figures

Shares to be sold: 141,256 shares Aggregate market value of planned sale: $6,726,610.72 Shares outstanding: 85,276,782 shares +3 more

6 metrics

Shares to be sold 141,256 shares Planned sale of BILL common stock under Rule 144

Aggregate market value of planned sale $6,726,610.72 Market value of 141,256 shares as of September 2, 2026

Shares outstanding 85,276,782 shares BILL common stock outstanding for this class of securities

ESPP shares to be sold 839 shares Acquired under the employee stock purchase plan on September 6, 2024

RSU/PSU shares to be sold 140,417 shares Acquired upon vesting of RSUs and PSUs on May 28, 2026

Date of notice September 2, 2026 Date the Rule 144 notice was filed

Key Terms

Rule 144, Employee Stock Purchase Plan, restricted stock units, performance stock units

4 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.

Employee Stock Purchase Plan financial

"The securities to be sold were acquired under the employee stock purchase plan"

An employee stock purchase plan is a company program that lets workers buy shares through small payroll deductions, often at a discount to the market price and after a set offering period. Think of it like a workplace savings plan that turns into ownership: it encourages employees to share in the company’s success and can create predictable buying or selling of stock that investors watch because it affects supply, demand and employee incentives.

restricted stock units financial

"acquired upon the vesting of restricted stock units and performance stock units"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

performance stock units financial

"acquired upon the vesting of restricted stock units and performance stock units"

Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.

FAQ

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

What does the Form 144 filing mean for BILL shareholders?

The filing states that Rene A. Lacerte intends to sell 141,256 shares of BILL common stock under Rule 144 through a broker. It is a notice of a potential sale, not a confirmation that all shares have been sold.

How many BILL (BILL) shares does Rene A. Lacerte plan to sell?

The notice covers a planned sale of 141,256 shares of BILL common stock, with an aggregate market value of $6,726,610.72 as of September 2, 2026.

What is the source of the BILL shares to be sold under this Form 144?

According to the notice, 839 shares were acquired under the employee stock purchase plan, and 140,417 shares were acquired upon the vesting of restricted stock units and performance stock units.

Over what period were the BILL (BILL) shares acquired?

The filing states that the employee stock purchase plan shares were acquired from September 6, 2024 through May 15, 2026, and the restricted stock units and performance stock units vested from August 28, 2024 through August 28, 2026.

How many BILL shares are outstanding in relation to this Form 144 notice?

The notice lists 85,276,782 shares of BILL common stock as outstanding. This is a context figure for the class of securities and not the amount being sold.

Which broker and exchange are involved in the potential BILL share sale?

The planned Rule 144 sale is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, with trading indicated on the NYSE.

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

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Available on EDGAR 09/02/2026 - 04:55 PM EDT Accepted by SEC EDGAR 09/02/2026 - 04:55 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	RENE A 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	141256	6726610.72	85276782	09/02/2026	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	09/06/2024	Employee Stock Purchase Plan	Issuer			839	09/06/2024	Cash
Common	05/28/2026	RSU/PSU	Issuer			140417	05/28/2026	N/A

* 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

Nothing to Report

144: Remarks and Signature

Remarks	The securities to be sold were acquired under the employee stock purchase plan on 9/6/2024 through 5/15/2026. The securities to be sold were acquired upon the vesting of restricted stock units and performance stock units during the period of 08/28/2024 through 8/28/2026.
Date of Notice	09/02/2026
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)