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 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 Rene A. Lacerte reported multiple equity compensation events on November 28, 2025. Restricted and performance stock units vested and converted into 31,285 shares of Common Stock, while 15,889 shares were withheld at $50.15 per share to satisfy tax obligations. Following these events, he holds 82,826 Common Stock shares directly, is reported as indirectly holding 2,667,030 shares through trusts and the Makahakama Foundation, and has 213,388 Restricted Stock Units outstanding.
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.