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BILL Holdings revenue chief holds rights to 142K shares

The units represent contingent rights to common stock, and vesting is subject to continued service on each vesting date.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
3

Rhea-AI Filing Summary

BILL Holdings, Inc. reports that Chief Revenue Officer Jonathan Leaf directly holds 141,672 restricted stock units. Each RSU represents a contingent right to receive one share of common stock. One-third of the total shares vest on August 28, 2027; thereafter, one-twelfth of the total shares vest quarterly over two years, subject to his continued service on each vesting date.

Insider Leaf Jonathan
Role Chief Revenue Officer
Type Security Shares Price Value
holding Restricted Stock Units F2, F1 -- -- --
Holdings After Transaction: Restricted Stock Units — 141,672 contracts (Direct)
Footnotes (2)
  1. F1. The Restricted Stock Units ("RSUs") vest as to 1/3rd of the total shares on August 28, 2027, and thereafter 1/12th of the total shares vest quarterly over two years, subject to the continued service of the Reporting Person on each vesting date.
  2. F2. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
Restricted Stock Units 141,672 restricted stock units Direct holding reported by Jonathan Leaf
Underlying Common Stock 141,672 shares Each RSU represents a contingent right to receive one share
Initial Vesting 1/3rd of total shares Vests on August 28, 2027, subject to continued service
Quarterly Vesting 1/12th of total shares Vests quarterly thereafter over two years, subject to continued service
Restricted Stock Units financial
"The Restricted Stock Units ("RSUs") vest"
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.
vest financial
"1/3rd of the total shares on August 28, 2027"
A vest is the process by which an employee earns the right to receive certain benefits or ownership interests, such as stock or retirement funds, over time. It’s similar to earning a reward gradually, ensuring that the benefit becomes fully yours only after a set period or meeting specific conditions. This makes it important for investors because it determines when they can actually claim or use those benefits.
contingent right financial
"Each RSU represents a contingent right to receive one share"

FAQ

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

How many RSUs does BILL's Chief Revenue Officer hold?

Jonathan Leaf, BILL Holdings, Inc.'s Chief Revenue Officer, reported direct ownership of 141,672 restricted stock units. Each RSU represents a contingent right to receive one share of common stock.

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

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Learn about SEC filing dates
SEC Form 3
FORM 3UNITED 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
OMB APPROVAL
OMB Number:3235-0104
Estimated average burden
hours per response:0.5
1. Name and Address of Reporting Person*
Leaf Jonathan

(Last)(First)(Middle)
C/O BILL HOLDINGS, INC.
6220 AMERICA CENTER DR., SUITE 100

(Street)
SAN JOSE CALIFORNIA 95002

(City)(State)(Zip)

UNITED STATES

(Country)
2. Date of Event Requiring Statement (Month/Day/Year)
09/24/2026
3. Issuer Name and Ticker or Trading Symbol
BILL Holdings, Inc. [ BILL ]
3a. Foreign Trading Symbol
5. If Amendment, Date of Original Filed (Month/Day/Year)
4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Revenue Officer
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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 ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units (1) (1)Common Stock141,672$0(2)D
Explanation of Responses:
1. The Restricted Stock Units ("RSUs") vest as to 1/3rd of the total shares on August 28, 2027, and thereafter 1/12th of the total shares vest quarterly over two years, subject to the continued service of the Reporting Person on each vesting date.
2. Each RSU represents a contingent right to receive one share of the Issuer's Common Stock.
/s/ Michael Dunn, Attorney-in-Fact10/02/2026
** Signature of Reporting PersonDate
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.
* Form 3: SEC 1473 (03-26)

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