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.
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.
ER Collective Holdings, LLC disclosed ownership of 7,668,300 shares of BILL Holdings common stock, representing 7.4% of the class. The filing shows the Reporting Person has sole voting power and sole dispositive power over these shares, meaning ER Collective can vote and sell the shares without shared control.
The statement notes the shares are managed on behalf of accounts for which ER Collective has authority to receive dividends or sale proceeds, and the Reporting Person certifies the stake was not acquired to change or influence control of the issuer. No group affiliation or subsidiary acquisition is reported.
BILL Holdings (BILL) Chief Legal Officer and Chief Compliance Officer Rajesh Aji reported a sale of 1,780 shares of common stock at $45.25 per share on June 24, 2025. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan established on March 3, 2025.
Following the transaction, Aji retains direct beneficial ownership of 9,298 shares of BILL Holdings common stock. The total value of the reported sale amounts to approximately $80,545.
Key Transaction Details:
- Transaction was made pursuant to a Rule 10b5-1 plan, indicating a pre-planned trading arrangement
- Sale represents a partial reduction of the insider's holdings
- Transaction was reported within the required SEC filing deadline
- No derivative securities were involved in this transaction
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