What indirect BILL (BILL) share holdings are reported for the CEO?

The filing lists several indirect holdings, including 99,593 shares held by the Makahakama Trust U/A dated February 15, 2004 and 1,708,749 shares held by the Chung Lacerte Trust U/A dated February 15, 2004 , along with additional family and charitable trusts.

BILL Holdings (NYSE: BILL) CEO reports 15,190-share charitable gift

Q: What insider transaction did BILL (BILL) report in this Form 4?

The Form 4 reports that CEO and director Rene A. Lacerte donated 15,190 shares of BILL Holdings common stock as a gift on 12/05/2025 to a donor advised fund.

Q: Was the BILL (BILL) insider stock transaction a sale or a gift?

The transaction was reported with code G , indicating a gift of 15,190 shares of BILL Holdings common stock at a price of $0 , not an open-market sale.

Q: Which charitable or foundation entity holds BILL Holdings (BILL) shares for the CEO?

The filing notes that 205,000 shares of BILL Holdings common stock are held by the Makahakama Foundation as part of Rene A. Lacerte’s indirect beneficial ownership.

Q: What is the relationship of the reporting person to BILL Holdings (BILL)?

The reporting person, Rene A. Lacerte , is identified as both a Director and an Officer of BILL Holdings, serving in the role of CEO .

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

BILL Holdings CEO Rene A. Lacerte, who also serves as a director, reported a charitable transaction involving the company’s common stock. On 12/05/2025, he donated 15,190 shares of BILL Holdings common stock as a gift to a donor advised fund, with the transaction coded as a gift at a price of $0. Following this donation, he continues to beneficially own BILL Holdings shares both directly and through multiple trusts and a foundation, including 99,593 shares held indirectly as noted in the filing, 82,826 shares held directly, and additional indirect holdings such as 1,708,749 shares in the Chung Lacerte Trust and 205,000 shares held by the Makahakama Foundation.

Insider Trade Summary

15,190 shares gifted

Mixed 8 txns

Insider Lacerte Rene A.

Role CEO

Type	Security	Shares	Price	Value
Gift	Common Stock	15,190	$0.00	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 99,593 shares (Indirect, See Footnote); Common Stock — 82,826 shares (Direct)

Footnotes (1)

Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund. The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees. The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees The shares are held by a family trust with Rene A. Lacerte and Joyce A. Chung, as Trustors, and Rene A. Lacerte, Joyce A. Chung, and Daniel C. Chung, as Trustees. The shares are held by a trust for which the Reporting Person and his spouse serve as trustees. The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees. The shares are held by the Makahakama Foundation.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

Form 4 Insider Transactions: What Each Field Means →

12/09/2025 - 04:20 PM

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Lacerte Rene A.

(Last)

(First)

(Middle)

C/O BILL HOLDINGS, INC.

6220 AMERICA CENTER DR., SUITE 100

(Street)

SAN JOSE

95002

(City)

(State)

(Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
12/05/2025

4. 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 Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	12/05/2025		G		15,190⁽¹⁾	D	$0	99,593	I	See Footnote⁽²⁾
Common Stock								82,826	D
Common Stock								1,708,749	I	See footnote⁽³⁾
Common Stock								135,000	I	See footnote⁽⁴⁾
Common Stock								135,000	I	See footnote⁽⁴⁾
Common Stock								184,249	I	See footnote⁽⁵⁾
Common Stock								184,249	I	See footnote⁽⁶⁾
Common Stock								205,000	I	See footnote⁽⁷⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund.

2. The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

3. The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees

4. The shares are held by a family trust with Rene A. Lacerte and Joyce A. Chung, as Trustors, and Rene A. Lacerte, Joyce A. Chung, and Daniel C. Chung, as Trustees.

5. The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.

6. The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.

7. The shares are held by the Makahakama Foundation.

	/s/ Michael Dunn, Attorney-in-Fact	12/09/2025
	** 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 4 (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.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did BILL (BILL) report in this Form 4?

The Form 4 reports that CEO and director Rene A. Lacerte donated 15,190 shares of BILL Holdings common stock as a gift on 12/05/2025 to a donor advised fund.

Was the BILL (BILL) insider stock transaction a sale or a gift?

The transaction was reported with code G, indicating a gift of 15,190 shares of BILL Holdings common stock at a price of $0, not an open-market sale.

How many BILL Holdings (BILL) shares does the CEO hold directly after this transaction?

After the reported gift, CEO Rene A. Lacerte beneficially owns 82,826 shares of BILL Holdings common stock in a direct ownership capacity.

Which charitable or foundation entity holds BILL Holdings (BILL) shares for the CEO?

The filing notes that 205,000 shares of BILL Holdings common stock are held by the Makahakama Foundation as part of Rene A. Lacerte’s indirect beneficial ownership.

What is the relationship of the reporting person to BILL Holdings (BILL)?

The reporting person, Rene A. Lacerte, is identified as both a Director and an Officer of BILL Holdings, serving in the role of CEO.