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.
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 that investment firm Point72 and its affiliates have filed a Schedule 13G disclosing a sizable passive stake in the company’s common stock. As of the close of business on November 21, 2025, Point72 Asset Management, Point72 Capital Advisors, and Steven A. Cohen are deemed to beneficially own 5,035,627 BILL shares, representing 5.0% of the outstanding common stock. This total includes 245,500 shares that are issuable upon exercise of call options. The shares are held through Point72 Associates, with voting and investment power shared among the Point72 entities and Mr. Cohen. The filers certify that the position is held on a passive basis and is not intended to change or influence control of BILL Holdings.
BILL Holdings (BILL) reported a Form 144 notice for a proposed sale of 7,812 shares of common stock on the NYSE, reflecting an aggregate market value of $393,763.86 and an approximate sale date of 11/14/2025. Morgan Stanley Smith Barney LLC is listed as the broker.
The shares were acquired on 11/13/2025 via previously exercised options, with cash payment on the same date. Over the past three months, the filer sold 3,971 shares on 09/02/2025 for gross proceeds of $179,403.78. Shares outstanding were 100,156,683; this is a baseline figure, not the amount being sold.
BILL: A shareholder filed a Form 144 notice to sell up to 7,396 shares of common stock, with an aggregate market value of $352,937.12, through Morgan Stanley Smith Barney LLC Executive Financial Services. The approximate sale date is 11/10/2025 on the NYSE.
The shares listed for sale were originally received as Restricted Stock from the issuer across multiple grant dates and amounts. This filing signals an intended sale by an affiliate or holder of restricted/control securities under Rule 144.
BILL Holdings, Inc. reported first-quarter results with total revenue of $395.7 million, up from $358.5 million a year ago. Subscription and transaction fees rose to $358.0 million, while interest on funds held for customers declined to $37.7 million. Gross profit was $318.7 million.
The company posted an operating loss of $20.7 million and a net loss of $3.0 million, compared with net income of $8.9 million in the prior year, reflecting higher operating expenses and a $8.9 million restructuring charge tied to a workforce reduction of about 6%. Cash from operating activities was $96.9 million. BILL repurchased 1,694,720 shares for $81.7 million and has $283.7 million remaining under its August 2025 authorization.
Cash and cash equivalents were $1.10 billion and short‑term investments were $1.22 billion as of September 30, 2025. Borrowings included $1.54 billion of convertible senior notes (net) and $330.0 million outstanding under revolving credit facilities. As of October 30, 2025, common shares outstanding were 100,156,683.
BILL Holdings, Inc. announced it will hold a conference call and furnished a press release covering financial results for its first fiscal quarter ended September 30, 2025. The press release is included as Exhibit 99.1.
The information under Item 2.02, including Exhibit 99.1, is furnished, not filed under the Exchange Act. The materials reference certain non-GAAP financial information, with a reconciliation to GAAP provided in the press release.
BILL Holdings, Inc. filed its definitive proxy for the 2025 annual meeting, asking stockholders to vote on director elections, auditor ratification, and executive compensation. The virtual meeting is set for December 11, 2025 at 9 a.m. Pacific Time via cesonlineservices.com/bill25_vm. The record date is October 20, 2025.
Stockholders will vote to elect four Class III directors—incumbents David Hornik and Allie Kline, and new nominees Natalie Derse and Beth Johnson—to three-year terms; ratify PricewaterhouseCoopers LLP as independent auditor for the year ending June 30, 2026; and approve, on an advisory basis, Named Executive Officer compensation (“Say‑on‑Pay”).
The filing highlights ongoing board refreshment, including recent appointments of independent directors and committee updates, as well as cost actions to align with growth priorities, including a 6% workforce reduction, and continued focus on AI-driven product initiatives for SMB finance.
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.