BILL awards CEO Rene Lacerte 116,619 RSUs

BILL Holdings granted CEO Rene A. Lacerte 116,619 RSUs vesting quarterly over three years starting November 28, 2026.

Rhea-AI Filing Summary

BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Lacerte Rene A. reported acquisition or exercise transactions in this Form 4 filing.

BILL Holdings, Inc. (BILL) reported that Chief Executive Officer and director Rene A. Lacerte received a grant of 116,619 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of the company’s common stock.

The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to Mr. Lacerte’s continuing service with the company on each vesting date. No Rule 10b5-1 trading plan is reported for this award.

Insider Trade Summary

Grant/Award: 116,619 shares

Grant/Award 1 txn

Insider Lacerte Rene A.

Role CEO

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units F1, F2	116,619	$0.00	$0.00

Holdings After Transaction: Restricted Stock Units — 116,619 contracts (Direct)

Footnotes (2)

1. F1. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
2. F2. The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.

Key Figures

RSUs granted: 116,619 units Underlying common shares: 116,619 shares Vesting installments: 12 quarterly installments

3 metrics

RSUs granted 116,619 units Grant of Restricted Stock Units to CEO Rene A. Lacerte reported for September 15, 2026

Underlying common shares 116,619 shares Each RSU represents a contingent right to receive one share of common stock

Vesting installments 12 quarterly installments RSUs vest over three years beginning November 28, 2026, in equal quarterly tranches

Key Terms

Restricted Stock Units, vest in 12 equal quarterly installments, contingent right

3 terms

Restricted Stock Units financial

"Each Restricted Stock Unit ("RSU") represents a contingent right"

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 in 12 equal quarterly installments financial

"The RSUs vest in 12 equal quarterly installments over three years"

contingent right financial

"represents a contingent right to receive one share"

FAQ

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

What equity award did BILL (BILL) grant to CEO Rene A. Lacerte?

BILL granted CEO Rene A. Lacerte 116,619 Restricted Stock Units (RSUs), each representing a contingent right to receive one share of BILL’s common stock, as reported in the Form 4.

How do the new RSUs for BILL’s CEO vest?

The 116,619 RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, and each installment is subject to Rene A. Lacerte’s continuing service on the applicable vesting date.

When does vesting start for the 116,619 RSUs granted by BILL (BILL)?

Vesting starts on November 28, 2026. From that date, the 116,619 RSUs vest in 12 equal quarterly installments over three years, conditioned on continued service.

What is the relationship between each RSU and BILL common stock?

Each RSU represents a contingent right to receive one share of BILL Holdings, Inc. common stock, meaning one RSU can settle into one share if the vesting and other conditions are satisfied.

Does the Form 4 for BILL’s CEO indicate a Rule 10b5-1 trading plan?

No. The Form 4 shows the Rule 10b5-1 checkbox as not affirmed, so there is no indication that this RSU grant was made under a Rule 10b5-1 trading plan.

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

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Available on EDGAR 09/17/2026 - 04:06 PM Accepted by SEC EDGAR 09/17/2026 - 04:05 PM Learn about SEC filing dates

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 CALIFORNIA 95002

(City) (State) (Zip)

UNITED STATES

(Country)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
09/15/2026

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

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

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

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)
			Code	V	Amount	(A) or (D)	Price

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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	(1)	09/15/2026		A		116,619		(2)	(2)	Common Stock	116,619	$0	116,619	D

Explanation of Responses:

1. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

2. The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to the continuing service of the Reporting Person on each vesting date.

	/s/ Michael Dunn, Attorney-in-Fact	09/17/2026
	** 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.
* Form 4: SEC 1474 (03-26)