STOCK TITAN

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.

(Neutral)
(Neutral)
Form Type
144

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.

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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
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

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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Learn about SEC filing dates

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