BILL HOLDINGS, INC SEC Filings

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 and director Rene A. Lacerte reported equity award activity on 11/28/2025. Restricted stock units and performance stock units converted into 24,624 and 6,661 shares of common stock, respectively, increasing his directly held shares to 92,054 and then 98,715 before tax withholding.

To cover tax obligations tied to these vestings, 15,889 shares were withheld at a price of $50.15, leaving him with 82,826 shares held directly. He also reports substantial indirect holdings through multiple family trusts and foundations, including 1,708,749 shares held by the Chung Lacerte Trust.

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.