Every Form 4 that BILL Holdings, Inc. (BILL) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BILL and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BILL filings page.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Cieri Michael reported acquisition or exercise transactions in this Form 4 filing.
BILL Holdings, Inc. (BILL) reported that Chief Product Officer Michael Cieri received a grant of 46,856 Restricted Stock Units (RSUs) on September 15, 2026. Each RSU represents a contingent right to receive one share of common stock and will vest in 12 equal quarterly installments over three years beginning November 28, 2026, subject to his continuing service. All 46,856 RSUs are held as a direct ownership position, and no Rule 10b5-1 trading plan is reported.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC. Jain Rohini reported acquisition or exercise transactions in this Form 4 filing.
BILL Holdings, Inc. (BILL) reported that Chief Financial Officer Rohini Jain received a grant of 67,681 Restricted Stock Units on September 15, 2026. Each RSU represents a contingent right to receive one share of Common Stock and vests in 12 equal quarterly installments over three years, beginning November 28, 2026, subject to her continued service.
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.
BILL Holdings, Inc. (BILL) reported that CEO and director Rene A. Lacerte and related entities sold an aggregate of 257,243 shares of Common Stock in open-market transactions on September 2–3, 2026, at weighted average prices around the high‑$40s to low‑$50s per share.
The sales were effected pursuant to a Rule 10b5-1 trading plan adopted on June 3, 2026. Some transactions involved shares held directly, while others involved shares held by various trusts and a foundation for which Lacerte and his spouse serve as trustees. After one September 3 sale, an additional trust held 168,877 shares indirectly.
BILL Holdings, Inc. (BILL) reported insider equity activity by CEO and director Rene A. Lacerte on August 28, 2026. Multiple Restricted Stock Units and Performance Stock Units were exercised into common stock, converting 48,920 derivative units into shares, and 24,896 shares were withheld at $50.31 per share to cover tax obligations.
BILL Holdings, Inc. insider Michael Cieri, Chief Product Officer, reported a net sale-oriented set of transactions. On August 28, 2026, RSUs and PSUs covering 19,428 shares of common stock were converted, resulting in 12,897 and 6,531 common shares, respectively, with 8,674 shares delivered to satisfy tax withholding. Following these equity awards, on August 31, 2026, Cieri sold 10,754 shares of common stock at a weighted average price of $49.1338 per share (range $48.84–$49.41) under a Rule 10b5-1 trading plan adopted on December 2, 2025.
BILL Holdings, Inc. (BILL) reported that Chief Financial Officer Rohini Jain exercised equity awards and sold common stock. On August 28, 2026, RSUs and PSUs covering 62,070 shares converted into the same number of common shares, and 28,600 shares were withheld to satisfy tax obligations. On September 1, 2026, Jain sold 29,555 shares at a weighted-average price of $47.80 and 3,915 shares at a weighted-average price of $48.70, all pursuant to a Rule 10b5-1 trading plan.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC.
BILL Holdings, Inc. (symbol: BILL) is the issuer of record for a Form 4 filing submitted to the SEC.
BILL Holdings CEO Rene A. Lacerte reported equity award activity rather than open‑market trading. On May 28, 2026, he exercised or converted equity awards into 31,286 shares of BILL common stock, reflecting vesting of Restricted Stock Units (RSUs) and Performance Stock Units (PSUs).
To cover related tax obligations from these vestings, the company withheld 15,922 shares at $34.85 per share, a non‑market disposition. After these transactions, Lacerte held 117,232 BILL shares directly, along with additional indirect holdings through multiple family trusts and the Makahakama Foundation.
BILL Holdings, Inc. Chief Product Officer Michael Cieri reported a combination of equity compensation vesting and planned share sales. On May 28, 2026, he exercised 51,591 Restricted Stock Units (RSUs), receiving the same number of common shares, with 18,716 shares withheld to cover tax obligations tied to the RSU vesting.
On May 29, 2026, he sold a total of 32,875 shares of common stock in open-market transactions at weighted average prices around the mid-$30s per share, in price ranges from $35.08 to $37.15. The sales were carried out under a pre-arranged Rule 10b5-1 trading plan adopted on December 2, 2025, indicating they were scheduled in advance rather than timed discretionarily.
BILL Holdings, Inc. Chief Technology Officer Kenneth A. Moss reported compensation-related stock activity on May 28, 2026. He exercised equity awards, converting restricted and performance stock units into a total of 25,668 shares of Common Stock. In connection with these vestings, 13,031 shares of Common Stock were withheld at $34.85 per share to satisfy tax obligations, rather than sold on the open market. After these transactions, one entry shows 161,475 shares of Common Stock held directly and another shows 4,658 shares held indirectly through his spouse, reflecting ongoing equity exposure while covering taxes on vested awards.
BILL Holdings, Inc. officer Mary Kay Bowman reported equity award vesting and related tax withholding. On May 28, 2026, she exercised or converted equity awards into a total of 18,934 shares of common stock through multiple transactions coded “M,” reflecting RSU and PSU vesting.
As part of these vestings, 6,976 shares of common stock were disposed of at $34.85 per share in a transaction coded “F” to satisfy tax withholding obligations, not as an open‑market sale. Footnotes explain that each RSU and PSU converts into one share of common stock and outline multi‑year vesting schedules tied to her continued service.
BILL Holdings, Inc. director and CEO Rene A. Lacerte reported multiple equity award vesting and conversion transactions. On February 28, 2026, restricted stock units and performance stock units were exercised into common stock, including 24,627 and 6,661 common shares from derivative conversions at $0.00 per share. A separate 12,649-share common stock disposition at $44.19 per share satisfied tax withholding obligations rather than representing an open-market sale. The filing also lists substantial indirect common stock holdings held through several family trusts and the Makahakama Foundation.
BILL Holdings, Inc. COO John R. Rettig reported multiple equity award vesting transactions dated February 28, 2026. He acquired common stock through the conversion of restricted stock units (RSUs) and performance stock units (PSUs), including 20,105 shares of common stock from derivative exercises and 5,710 shares from PSUs. To cover tax obligations tied to these vestings, 9,870 common shares were disposed of at $44.19 per share through share withholding rather than an open-market sale. Following these transactions, Rettig held 142,526 shares of common stock directly, with an additional 69,974 common shares held indirectly by the Rettig Living Trust, where he and his spouse serve as co‑trustees. The RSU and PSU awards vest over multi‑year schedules, primarily in equal quarterly installments, contingent on his continued service with the company.
BILL Holdings, Inc. officer Mary Kay Bowman reported multiple equity award transactions. On February 28, 2026, she acquired shares of common stock through the exercise or conversion of restricted stock units (RSUs) and performance stock units (PSUs), with no cash paid per share in those conversions.
The filing shows RSUs and PSUs that each represent a right to receive one share of common stock, vesting over one to three years starting on August 28, 2025 and November 28, 2025, subject to continued service. It also reports a disposition of 5,063 shares of common stock at $44.19 per share to cover tax withholding obligations tied to the vesting of these units.
BILL Holdings, Inc. Chief Technology Officer Kenneth A. Moss reported multiple equity award vesting and related share movements. On February 28, 2026, he acquired common stock through the exercise or conversion of restricted stock units and performance stock units, both at a stated price of $0.00 per share.
Some resulting common shares were withheld at $44.19 per share to cover tax obligations tied to these vestings, rather than sold in open-market transactions. A portion of the reported indirect holdings and related tax-withholding dispositions involves shares held by his spouse, for which he disclaims beneficial ownership except for any pecuniary interest.
BILL Holdings director Daniel A. Wernikoff reported the vesting and conversion of restricted stock units into common stock. On January 15, 2026, 1,531 Restricted Stock Units (RSUs), each representing a contingent right to one share of common stock, were converted into 1,531 shares of BILL Holdings common stock at a price of $0 per share.
After this transaction, Wernikoff directly holds 1,531 shares of common stock and 3,062 RSUs. The RSUs are scheduled to vest in three equal annual installments on January 15, 2026, January 15, 2027, and January 15, 2028, subject to his continued service as a director on each vesting date.
BILL Holdings, Inc. director Keri Gohman reported an RSU vesting and related share issuance. On January 15, 2026, 1,531 Restricted Stock Units were converted into 1,531 shares of BILL common stock at a reported price of $0 per share, reflecting the nature of RSU settlement rather than an open-market purchase.
Following the transaction, Gohman beneficially owned 1,531 shares of BILL common stock directly and 3,062 RSUs. According to the filing, the RSUs vest in three equal annual installments, with one‑third of the total shares scheduled to vest on each of January 15, 2026, January 15, 2027, and January 15, 2028, subject to her continued service as a director on each vesting date.
BILL Holdings, Inc. reported an insider equity grant to one of its directors. On 12/11/2025, the director acquired 3,639 restricted stock units (RSUs), each representing a contingent right to receive one share of BILL Holdings common stock.
The RSUs will become 100% vested on the earlier of the company’s next annual stockholders meeting or one year from the grant date, and this vesting is subject to the director’s continued service through that date. Following this transaction, the director directly holds 3,639 derivative securities tied to shares of the company’s common stock, reflecting a standard form of equity-based incentive alignment with shareholders.
BILL Holdings, Inc. reported that one of its directors received a grant of 3,639 restricted stock units on 12/11/2025. Each restricted stock unit represents a contingent right to receive one share of the company’s common stock, and the grant is shown as a derivative security with a price of $0 and direct ownership of 3,639 units following the transaction.
The restricted stock units will be 100% vested on the earlier of the next annual stockholders meeting or one year from the grant date, subject to the director’s continued service through the vesting date. This represents equity-based compensation granted to the director.
BILL Holdings, Inc. reported a director equity award on a Form 4. On 12/11/2025, the director received 3,639 restricted stock units (RSUs), each representing the right to receive one share of the company’s common stock.
The RSUs will vest 100% on the earlier of the next annual stockholders meeting or one year from the grant date, provided the director continues to serve through the vesting date. The award is shown as directly owned and carries a stated derivative security price of $0 per RSU, reflecting its nature as equity compensation rather than a market purchase.
A director of BILL Holdings, Inc. reported acquiring 3,639 restricted stock units (RSUs) on December 11, 2025. Each RSU represents a contingent right to receive one share of BILL’s common stock, with a price of $0 for the derivative security. After this transaction, the director beneficially owns 3,639 RSUs with direct ownership.
The RSUs will become 100% vested on the earlier of the company’s next annual stockholders meeting or one year from the grant date, as long as the director continues to serve through the vesting date. Once vested, each RSU can deliver one share of common stock, aligning the director’s interests with those of shareholders.
BILL Holdings, Inc. reported that one of its directors received an award of 3,639 restricted stock units on 12/11/2025. Each restricted stock unit ("RSU") represents a contingent right to receive one share of the company’s common stock, so the director beneficially owns 3,639 derivative securities on a direct basis after this transaction. The RSUs will vest 100% on the earlier of the date of the next annual stockholders meeting or one year from the grant date, subject to the director’s continued service.
BILL Holdings, Inc. reported an insider equity award to one of its directors. On 12/11/2025, the reporting person, who serves as a director, received 3,639 restricted stock units (RSUs), each representing a contingent right to receive one share of the company’s common stock.
The RSUs will become 100% vested on the earlier of the next annual stockholders meeting or one year from the grant date, subject to the director’s continued service on that vesting date. Following this grant, the director beneficially owned 3,639 derivative securities directly.
BILL Holdings, Inc. reported that one of its directors received an award of 3,639 restricted stock units on December 11, 2025. Each restricted stock unit represents a contingent right to receive one share of the company’s common stock.
The units will become 100% vested on the earlier of the next annual stockholders meeting or one year from the grant date, provided the director continues to serve through that vesting date. Following this grant, the director beneficially owns 3,639 restricted stock units directly.
BILL Holdings, Inc. reported that one of its directors acquired 3,639 restricted stock units (RSUs) on 12/11/2025. Each RSU represents a contingent right to receive one share of the company’s common stock and is shown with a price of $0, indicating stock-based compensation rather than a cash purchase.
The RSUs will become 100% vested on the earlier of the next annual stockholders meeting or one year from the grant date, subject to the director’s continued service through the vesting date. Following this transaction, the director beneficially owns 3,639 derivative securities, held directly, linked to BILL Holdings common stock.
BILL Holdings, Inc. reported an insider equity award to one of its directors. On December 11, 2025, the director received 7,278 restricted stock units (RSUs), each representing a contingent right to receive one share of BILL Holdings common stock.
The RSUs vest in three equal annual installments, with one-third of the total shares vesting on each of December 11, 2026, December 11, 2027 and December 11, 2028, subject to the director’s continued service through each vesting date. Following this grant, the director beneficially owned 7,278 derivative securities, held directly.
BILL Holdings, Inc. disclosed that one of its directors acquired 7,278 restricted stock units on December 11, 2025. Each RSU represents a contingent right to receive one share of the company’s common stock. The RSUs vest in three equal annual installments on December 11, 2026, December 11, 2027 and December 11, 2028, subject to the director’s continued service on each vesting date. After this grant, the director beneficially owns 7,278 derivative securities directly, with the derivative security price reported as $0.
BILL Holdings, Inc. director reported a routine equity transaction involving previously granted restricted stock units. On December 5, 2025, 2,095 restricted stock units converted into 2,095 shares of common stock, following full vesting of the award on that date. The transaction is reported as an acquisition of common stock, with the reporting person holding 9,482 shares of common stock directly after the transaction. The restricted stock unit award shown in the derivative table now has zero units remaining.
BILL Holdings, Inc. reported that one of its directors acquired common stock through the vesting and settlement of restricted stock units. On December 5, 2025, 2,095 RSUs converted into 2,095 shares of BILL common stock in a transaction coded "M," which indicates an exercise or conversion of derivative securities. The filing shows the director now directly owns 3,134 shares of BILL common stock following this transaction.
BILL Holdings, Inc. director reported the vesting and settlement of previously granted restricted stock units into common shares. On December 5, 2025, 2,095 RSUs converted into an equal number of shares of BILL common stock at an exercise price of $0, increasing the director’s directly held position.
After this transaction, the director beneficially owned 9,537 shares of BILL common stock directly. An additional 219,965 shares are reported as indirectly owned through an estate planning vehicle, for which the director disclaims beneficial ownership except to the extent of any pecuniary interest. All of the reported RSUs were fully vested as of December 5, 2025.
BILL Holdings, Inc. reported an insider equity transaction by a director. On December 5, 2025, 2,095 Restricted Stock Units (RSUs) converted into an equal number of shares of common stock, reflected as a transaction coded "M". Each RSU represents a contingent right to receive one share of common stock, and 100% of these RSUs vested on that date.
After this transaction, the reporting person holds 25,986 shares of BILL common stock directly. In addition, 17,710 shares are held indirectly through the 2011 Hornik Family Trust, for which the reporting person is both trustee and beneficial owner. The derivative RSU position reported in Table II shows 0 derivative securities remaining following the vesting and share issuance at an exercise price of $0.
BILL Holdings, Inc. reported an insider equity transaction by one of its directors. On December 5, 2025, the director converted 2,095 restricted stock units (RSUs) into the same number of shares of BILL common stock, as shown by transaction code "M".
Each RSU represented a right to receive one share of common stock, and 100% of these RSUs vested on December 5, 2025. Following this transaction, the director held 8,537 shares of BILL common stock in direct ownership and no remaining RSUs from this grant.
BILL Holdings, Inc. director reports RSU vesting and share acquisition. A company director acquired 2,095 shares of BILL common stock through the vesting and settlement of restricted stock units, which fully vested on December 5, 2025. Following this transaction, the director beneficially owns 11,027 shares of BILL common stock in direct ownership. The derivative position represented by these RSUs is now reduced to zero, as the RSUs converted into common shares.
BILL Holdings, Inc. reported an insider equity transaction by a director. On December 5, 2025, the director acquired 2,095 shares of BILL common stock following the vesting and settlement of an equal number of restricted stock units (RSUs).
Each RSU represented the right to receive one share of common stock, and 100% of these RSUs vested on December 5, 2025. After this transaction, the director beneficially owns 10,207 shares of BILL common stock in direct ownership.
BILL Holdings, Inc. reported an insider equity transaction by a director. On December 5, 2025, the director acquired 2,095 shares of common stock through the vesting and settlement of restricted stock units, reported with transaction code "M" for a derivative-to-non-derivative conversion. These shares were received at an exercise price of $0 per share. After this transaction, the director directly beneficially owned 8,537 shares of BILL common stock. The filing notes that each restricted stock unit represented a contingent right to receive one share of common stock and that 100% of the units vested on December 5, 2025.
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.
BILL Holdings, Inc. reported an insider stock gift by its Chief Operating Officer. According to a Form 4, the officer donated 10,500 shares of common stock as a gift, which the explanation notes went to a donor advised fund.
After this transaction, the officer beneficially owns 126,581 shares of BILL common stock directly and 69,974 shares indirectly through the Rettig Living Trust U/A DTD 12/02/2020, where the officer and spouse serve as co-trustees. The transaction is coded as a gift at a reported price of $0 per share, reflecting that it was a non-cash transfer rather than an open-market sale.
BILL Holdings, Inc. reported an insider stock sale by its Senior Vice President of Finance & Accounting. On December 2, 2025, the executive sold 1,104 shares of BILL common stock at a price of $51.23 per share, as shown in Table I of the filing. After this transaction, the executive directly owned 10,812 shares of BILL common stock.
The sale was made under a pre-arranged Rule 10b5-1 trading plan that the reporting person adopted on February 25, 2025. Such plans are designed to allow insiders to sell shares according to a set schedule or conditions, helping separate personal trading decisions from day-to-day information about the business.
BILL Holdings, Inc. Chief Technology Officer, reported multiple equity award transactions dated 11/28/2025. Several restricted stock units (RSUs) and performance stock units (PSUs) were exercised (coded "M"), converting into shares of common stock, including 23,347 and 1,982 shares added to the officer’s direct holdings and 338 shares to indirect holdings through a spouse. The officer also had 12,865 and 123 shares of common stock withheld (coded "F") at a price of $50.15 per share to cover tax obligations tied to RSU and PSU vesting. Following these transactions, the officer continues to hold significant amounts of both common stock and unvested RSUs and PSUs that vest over multi-year schedules, subject to continued service.
BILL Holdings CEO Rene A. Lacerte reported multiple equity compensation events on November 28, 2025. Restricted and performance stock units vested and converted into 31,285 shares of Common Stock, while 15,889 shares were withheld at $50.15 per share to satisfy tax obligations. Following these events, he holds 82,826 Common Stock shares directly, is reported as indirectly holding 2,667,030 shares through trusts and the Makahakama Foundation, and has 213,388 Restricted Stock Units outstanding.
BILL Holdings, Inc. reported equity transactions by an executive officer related to the vesting and exercise of stock-based awards on 11/28/2025. The officer acquired 14,786 shares of common stock through the vesting of restricted stock units and 4,148 shares through the vesting of performance stock units, then had 7,652 shares withheld to cover tax obligations at a price of $50.15 per share. After these transactions, the officer directly owned 41,928 shares of common stock.
In addition, derivative holdings tied to stock awards were updated. Following the reported activity, the officer held 81,959 restricted stock units, 29,031 performance stock units, and 22,010 additional restricted stock units. These RSUs and PSUs vest between August 28, 2025 and later dates over one to three years, contingent on continued service with the company.
BILL Holdings, Inc. reported insider equity transactions by its Senior Vice President of Finance & Accounting. On 11/28/2025, the executive acquired 3,726 shares of common stock through the vesting and settlement of previously granted restricted stock units (RSUs). On the same date, 1,895 shares of common stock were disposed of at $50.15 per share to cover tax withholding obligations tied to the RSU vesting.
The filing also details multiple RSU awards that convert into shares of common stock at a $0 exercise price as they vest over time. These RSUs vest in quarterly installments over periods ranging from one to four years, with specific schedules beginning on dates such as February 28, 2023, November 28, 2022, November 28, 2023, November 28, 2024, and November 28, 2025, contingent on the executive’s continued service.
BILL Holdings, Inc. Chief Operating Officer reported equity transactions involving company stock on Form 4 for activity dated 11/28/2025. The filing shows the settlement of previously granted restricted stock units (RSUs) and performance stock units (PSUs) into shares of common stock, reflecting equity compensation earned through continued service.
The report also discloses that 14,221 shares of common stock were withheld at a price of $50.15 per share to cover tax withholding obligations related to these vestings. After these transactions, the officer holds common stock directly and indirectly, including shares held through the Rettig Living Trust, where he and his spouse serve as co‑trustees.
BILL Holdings, Inc. reported a director’s equity transaction on a Form 4. On 10/21/2025, 1,039 shares of common stock were acquired following the conversion of vested Restricted Stock Units (Transaction Code M).
The filing shows the director beneficially owned 1,039 common shares directly after the transaction, and the number of derivative RSUs decreased to 0. The RSU award vested in thirds on October 21, 2023, October 21, 2024, and October 21, 2025, subject to continued service.
BILL Holdings (BILL) director Peter A. Feld reported an equity award and a derivative position. On 10/17/2025, he acquired 7,831 restricted stock units (RSUs), which vest in three equal annual installments on October 17, 2026, 2027, and 2028. Following the report, 7,025,748 common shares are shown as indirectly beneficially owned through Starboard Value LP.
The filing also notes forward purchase contracts covering 1,614,152 shares of BILL common stock with an aggregate purchase price of $69,096,198 and a final valuation date of December 21, 2026. The contracts provide for physical settlement, and until settlement, the Starboard account does not have voting or dispositive control over the related shares.
BILL Holdings (BILL) reported a routine insider equity grant on Form 4. A director received 7,831 Restricted Stock Units (RSUs) on 10/17/2025. Each RSU represents the right to receive one share of common stock. The RSUs vest in three equal annual installments on October 17, 2026, October 17, 2027, and October 17, 2028, contingent on continued service. The filing lists the award at $0 per unit and shows direct ownership.