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.
The BILL Holdings, Inc. (NYSE: BILL) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered summaries that help explain complex documents. BILL is a Software Publishers industry company that describes itself as an intelligent finance platform for small and midsize businesses, and its filings offer detailed insight into how it operates and governs this business.
Through this page, you can review annual reports on Form 10‑K and quarterly reports on Form 10‑Q, where BILL discusses its intelligent finance platform, accounts payable and receivable automation, spend and expense management capabilities, and broader financial operations strategy. These reports also include risk factors, management’s discussion and analysis, and segment-level information that are important for understanding the company’s long-term profile.
Frequent current reports on Form 8‑K document material events such as earnings releases, cooperation agreements with shareholders like Starboard Value LP, changes to the Board of Directors, executive transitions, and the authorization of share repurchase programs. BILL’s filings also describe its use of non‑GAAP financial measures, including non‑GAAP gross profit, non‑GAAP operating income, non‑GAAP net income, and free cash flow, with reconciliations provided in attached exhibits.
Investors interested in corporate governance and executive compensation can consult the company’s DEF 14A definitive proxy statement, which covers board composition, committee structures, say‑on‑pay proposals, and broader governance practices. For those tracking insider activity, Forms 3, 4, and 5 (when available) detail beneficial ownership and changes in holdings by directors, officers, and significant shareholders.
Stock Titan enhances these filings with AI-driven summaries and highlights, helping users quickly identify key points in lengthy documents, such as major strategic updates, governance changes, or shifts in non‑GAAP metrics. Real-time updates from EDGAR ensure that new BILL filings appear promptly, giving investors, analysts, and researchers an efficient way to follow the regulatory record behind the company’s intelligent finance platform.
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.
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.
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