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.
Form 144 notice for BILL Holdings, Inc. (symbol provided in metadata) documents a proposed sale of 3,971 common shares through Morgan Stanley Smith Barney LLC with an aggregate market value of $184,333.82, with an approximate sale date listed as 09/02/2025 on the NYSE. The filing lists recent sales over the past three months under 10b5-1 plans: 1,780 shares on 06/24/2025 (gross proceeds $80,545.00) and 2,481 shares on 06/03/2025 (gross proceeds $111,645.00).
The acquisition rows show the securities to be sold were recorded as received from the issuer as Performance Stock Units (507) and Restricted Stock Units (3,464) on 08/28/2025. The filing includes the standard Rule 144 attestation and a signature block; several issuer/filer identification fields in the form appear blank in the provided content.
BILL Holdings, Inc. files a Form S-8 registration that omits Part I information under the Form S-8 instruction and incorporates by reference its Annual Report on Form 10-K for the fiscal year ended June 30, 2025, plus all Exchange Act reports filed since that 10-K, and the description of its common stock as previously filed on Form 8-A and updated in Exhibit 4.3 to its 2023 Annual Report. Subsequent Exchange Act filings will also be incorporated by reference and will modify prior statements to the extent they conflict.
BILL Holdings, Inc. reports fiscal 2025 revenue of $1.5 billion, up from $1.3 billion in fiscal 2024, and generated net income of $23.8 million versus a net loss of $28.9 million in fiscal 2024, showing a return to profitability. Total Payment Volume (TPV) rose to $329.8 billion in fiscal 2025 and approximately 493,800 businesses used the platform as of June 30, 2025. The network includes about 8.3 million members, an 18% increase year-over-year. The company disclosed a board-approved $300.0 million share repurchase program and reported approximately 101,628,611 shares outstanding as of August 21, 2025 with an aggregate market value of about $8.4 billion at Dec 31, 2024. The filing details extensive operational, regulatory, funding, credit, interchange, cybersecurity, and integration risks that could materially affect future results.
BILL Holdings, Inc. (BILL) filed an 8-K announcing a $300 million share repurchase program. The company disclosed the authorization of a program to repurchase its common stock, indicating management has allocated up to $300,000,000 for buybacks. The filing text does not include details on timing, funding sources, buyback mechanics, or expiration.
The available content shows a material corporate action intended to return capital to shareholders, but key operational details needed to assess near-term impact are not disclosed in the provided text.
BILL Holdings, Inc. insider Rajesh Aji received 15,462 performance-based restricted stock units (PSUs) on 08/19/2025 after the Audit Committee certified achievement of performance criteria. Each PSU converts to one share of common stock and the award carries a $0 per-share price because it was earned rather than purchased. The PSUs settle over three years: one-third vests on 11/28/2025 and the remaining two-thirds vest quarterly over the following two years, subject to continued service. After the transaction the reporting person beneficially owns 15,462 shares directly. The reporting person is identified as CLO & CCO and a director/officer of the issuer.
Insider award vesting converted to shares: Mary Kay Bowman, an officer (EVP, Payments and Financial Services) of BILL Holdings, had 49,771 performance-based restricted stock units (PSUs) converted into 49,771 shares of common stock following certification that specified performance targets were met on 08/19/2025. Each PSU converts into one share and the shares are recorded as directly owned. The disclosure notes these PSUs were originally reported in September 2024 and will vest and settle over three years, with 1/3 vesting on 08/28/2025 and the remainder vesting quarterly over two years, subject to continued service.
Reporting person: Kenneth A. Moss, Chief Technology Officer of BILL Holdings, Inc. reported a change in beneficial ownership related to performance-based restricted stock units.
On 08/19/2025 Mr. Moss was credited with 23,789 performance stock units (PSUs) that convert one-for-one into common shares. The report shows 23,789 shares beneficially owned following the transaction held directly at a reported price of $0. The PSUs were certified as earned by the Audit Committee on 08/19/2025 and vest over three years: one-third vests on 08/28/2025 and the remaining two-thirds vest quarterly over the subsequent two years, subject to continued service.
BILL Holdings CEO and director Rene A. Lacerte had 79,931 performance-based restricted stock units (PSUs) deemed earned on 08/19/2025 after the Audit Committee certified achievement of performance criteria. Each PSU represents a conditional right to one share of common stock and will settle into 79,931 shares. The PSUs vest and settle over three years: one-third vests on August 28, 2025, and the remaining two-thirds vest quarterly over the next two years, subject to the Reporting Person's continued service. The Report was filed on Form 4 to disclose this non-derivative issuance.
John R. Rettig, COO of BILL Holdings, Inc. (BILL), reported the vesting and settlement of performance-based restricted stock units. On 08/19/2025 Rettig was credited with 68,512 Performance Stock Units (PSUs) that were earned under a prior PSU award. Each PSU represents the right to one share of common stock and the PSUs will settle into 68,512 shares of common stock. The PSUs vest over three years: one-third vests on August 28, 2025, and the remaining two-thirds vest quarterly over the following two years, subject to continued service. The report shows the shares as directly owned following the transaction.
Rohini Jain, Chief Financial Officer of BILL Holdings, Inc. (BILL), was granted 201,258 Restricted Stock Units (RSUs) on 08/15/2025. Each RSU converts into one share of common stock and the grant shows a price of $0, indicating a compensation award rather than a purchase. Following the grant Jain beneficially owns 201,258 shares on a direct basis. The RSUs vest 25% on August 28, 2026, then 1/16th of the total award vests quarterly over the subsequent three years, contingent on continued service. The Form 4 was signed by an attorney-in-fact on 08/19/2025.