Welcome to our dedicated page for BILL Holdings SEC filings (Ticker: BILL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BILL Holdings, Inc. filings document formal disclosures for its finance software and payments business, including quarterly results, GAAP and non-GAAP reconciliations, revenue categories, and material-event reports under Form 8-K. Recent filings also record share repurchase authorization disclosure and exit or disposal activity charges tied to organizational restructuring.
The company’s proxy and governance filings cover board elections, auditor ratification, advisory executive-compensation votes, director and officer changes, and principal accounting officer responsibilities. These records also describe stockholder voting outcomes and governance procedures for BILL’s public-company reporting.
T. Rowe Price Associates, Inc. reports beneficial ownership of 3,293,989 shares of BILL Holdings Inc. common stock, representing 3.2% of the class. The filing shows 3,196,475 shares with sole voting power and 3,293,603 shares with sole dispositive power, and no shared voting or dispositive power. The statement is submitted on a Schedule 13G/A and includes a certification that the shares are held in the ordinary course of business and not to influence control of the issuer.
Starboard Value group disclosed an 8.5% economic and voting stake in BILL Holdings, Inc., owning 8,639,900 shares of common stock based on 101,628,611 shares outstanding. The filing aggregates holdings across affiliated funds and entities and notes 1,614,152 shares are subject to forward purchase contracts exercisable within 60 days. Starboard reports aggregate purchase prices for major holdings (e.g., $205.7m for 4,597,782 shares held by Starboard V&O Fund, including $69.1m paid for forward contracts). The group states it believes the shares were undervalued and intends to nominate a slate of directors at the 2025 annual meeting while engaging with management on value-creation initiatives.
BILL Holdings insider sale under 10b5-1 plan: Germaine Cota, SVP Finance & Accounting of BILL Holdings, sold 1,721 shares of common stock on 09/02/2025 at $45.22 per share under a Rule 10b5-1 trading plan adopted February 25, 2025. After the transaction the reporting person beneficially owned 10,085 shares, held directly. The sale was reported on Form 4 and executed pursuant to the pre-established plan, with the filing signed by an attorney-in-fact on 09/04/2025. The filing contains no additional derivative transactions or other disclosures.
BILL Holdings insider sale reported on Form 4. Rajesh Aji, the companys Chief Legal Officer and Chief Compliance Officer, reported a sale of 3,971 shares of BILL common stock on 09/02/2025 at a reported price of $45.22 per share. After the transaction, Mr. Aji beneficially owned 9,298 shares, held directly. The filing states the sale was executed under a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2025. The Form 4 is signed and dated 09/04/2025.
Cota Germaine, SVP Finance & Accounting of BILL Holdings, Inc. (BILL), reported equity changes on 08/28/2025. The filing shows the reporting person acquired 3,577 shares (code M) and had 1,283 shares withheld for taxes at a price of $49.20, leaving 11,806 shares beneficially owned in the class. Several Restricted Stock Units (RSUs) were reported as vested or subject to vesting schedules, with discrete RSU grants of 1,208, 454, 578, 262 and 1,075 RSUs noted and corresponding underlying common stock amounts listed. The form is certified by an attorney-in-fact.
Rajesh Aji, Chief Legal & Compliance Officer of BILL Holdings, Inc. (BILL), reported multiple equity transactions on 08/28/2025. Restricted stock units (RSUs) and performance stock units (PSUs) vested, resulting in the acquisition of 5,397 shares, 790 performance shares, and additional RSU settlements of 558, 1,787, 737 and 2,315 units across grant schedules. The filing shows 2,216 shares disposed in a transaction coded F at a price of $49.20, noted as shares withheld to satisfy tax withholding obligations, which reduced beneficial ownership to 13,269 shares for one reported line and 15,485 shares on another. Vesting schedules and service conditions for each RSU/PSU grant are disclosed in the filing.
Rene A. Lacerte, CEO and Director of BILL Holdings, Inc., reported multiple open-market and equity award transactions dated 08/28/2025. The filing shows acquisitions of 20,113 and 29,012 shares of common stock (both coded "M"), a disposition of 24,948 shares at $49.20, and several restricted and performance stock unit entries recorded in Table II. The form lists direct beneficial ownership figures following transactions (for example 63,366, 92,378, and 67,430 shares) and material indirect holdings, including 1,708,749 shares held by the Chung Lacerte Trust U/A dated February 15, 2004. Footnotes describe that RSUs vest in quarterly installments over four years and PSUs vest over three years with phased vesting.
John R. Rettig, Chief Operating Officer of BILL Holdings, Inc. (BILL), reported multiple equity prize and withholding transactions on 08/28/2025. The filing shows acquisitions of restricted stock units (RSUs) and performance stock units (PSUs) converted into common stock through vesting events and tax withholding. Notable reported items: an F-coded disposition of 21,362 shares at $49.20 per share to satisfy withholding; M-coded acquisitions of 17,327 and 24,732 shares; and multiple RSU/PSU vesting entries representing thousands of underlying shares. The Rettig Living Trust holds 80,474 shares indirectly, and several award schedules include multi-year vesting schedules.
BILL Holdings insider transactions by Kenneth A. Moss, Chief Technology Officer: The Form 4 shows multiple grants and a tax-withholding sale on 08/28/2025. The reporting person received restricted stock units (RSUs) totaling 69,313 underlying shares granted or added across several award tranches and performance stock units (PSUs) of 7,930 PSUs. Following the reported transactions, Mr. Moss directly beneficially owns 120,378 shares and indirectly owns shares held by his spouse totaling 3,584 shares disclosed here. A disposal of 19,734 shares occurred as a tax-withholding sale at $49.20 per share. Vesting schedules are described for each award, with some RSUs and PSUs vesting in installments over one to four years and specified future vesting dates.
Mary Kay Bowman, EVP, Payments and Financial Services at BILL Holdings, Inc. (BILL), reported equity activity on 08/28/2025 showing awards vesting and shares withheld for taxes. The filing records 29,804 Restricted Stock Units (RSUs) and 16,592 Performance Stock Units (PSUs) treated as acquisitions (code M) and 15,750 shares disposed (code F) at a reported price of $49.20 to satisfy withholding. After the reported transactions, the filings list beneficial ownership figures of 89,409 shares related to RSUs and 33,179 shares related to PSUs, and a direct beneficial ownership balance of 30,646 shares following the tax-withholding disposition. The RSUs vest as to one-quarter on 08/28/2025 then 1/16th quarterly over three years; the PSUs vest one-third on 08/28/2025 then quarterly over two years, both subject to continued service.