BILL Form 3 shows director with no beneficial ownership

Rhea-AI Filing Summary

BILL Holdings (BILL) reported an initial beneficial ownership statement on Form 3 for a board member. The filing indicates the person is a Director and that no securities are beneficially owned as of the event date 10/17/2025. The submission was made as a single-person filing and includes no holdings in either non-derivative or derivative securities tables.

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

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1. Name and Address of Reporting Person^*

Kirkpatrick Lee

(Last) (First) (Middle)

C/O BILL HOLDINGS, INC.

6220 AMERICA CENTER DRIVE, SUITE 100

(Street)

SAN JOSE CA 95002

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
10/17/2025

3. Issuer Name and Ticker or Trading Symbol
BILL Holdings, Inc. [ BILL ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

No securities are beneficially owned.

	/s/ Michael Dunn, Attorney-in-Fact	10/21/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did BILL (BILL) disclose in this Form 3?

The filing states that the reporting person, a Director, has no securities beneficially owned as of 10/17/2025.

What is the date of the event for this BILL Form 3?

The event date is 10/17/2025.

What is a Form 3 filing for BILL (BILL)?

Form 3 is the initial statement of beneficial ownership filed when a person becomes an insider (e.g., director) of a public company.

Does the Form 3 show any BILL shares owned by the insider?

No. It explicitly states No securities are beneficially owned.

How many reporting persons are covered in this Form 3?

It is a Form filed by One Reporting Person.

Are there any derivative securities reported in this filing?

No. The derivative table reflects no securities beneficially owned.