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: 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.
BILL Holdings (BILL) director Peter A. Feld reported an equity award and a derivative position. On 10/17/2025, he acquired 7,831 restricted stock units (RSUs), which vest in three equal annual installments on October 17, 2026, 2027, and 2028. Following the report, 7,025,748 common shares are shown as indirectly beneficially owned through Starboard Value LP.
The filing also notes forward purchase contracts covering 1,614,152 shares of BILL common stock with an aggregate purchase price of $69,096,198 and a final valuation date of December 21, 2026. The contracts provide for physical settlement, and until settlement, the Starboard account does not have voting or dispositive control over the related shares.
BILL Holdings (BILL) director filed a Form 3 reporting initial beneficial ownership. The filing lists 7,025,748 shares of Common Stock held indirectly by Starboard Value LP. It also discloses forward purchase contracts for 1,614,152 shares of Common Stock with an aggregate purchase price of $69,096,198, with a final valuation date of December 21, 2026. The contracts provide for physical settlement, and the Starboard account does not have voting or dispositive control over the related shares until settlement.
BILL Holdings (BILL) reported a routine insider equity grant on Form 4. A director received 7,831 Restricted Stock Units (RSUs) on 10/17/2025. Each RSU represents the right to receive one share of common stock. The RSUs vest in three equal annual installments on October 17, 2026, October 17, 2027, and October 17, 2028, contingent on continued service. The filing lists the award at $0 per unit and shows direct ownership.
BILL Holdings (BILL) reported an initial beneficial ownership statement on Form 3 for a board member. The filing indicates the person is a Director and that no securities are beneficially owned as of the event date 10/17/2025. The submission was made as a single-person filing and includes no holdings in either non-derivative or derivative securities tables.
BILL Holdings expanded its Board from 12 to 13 and appointed Peter A. Feld and Lee Kirkpatrick as Class II directors. Their terms run until the 2027 annual meeting and until successors are duly elected and qualified.
Feld joined the Nominating and Corporate Governance Committee. Kirkpatrick joined the Audit Committee and will become its Chair immediately following the 2025 annual meeting. The company referenced a Cooperation Agreement dated October 15, 2025 with Starboard Value LP. The company stated there are no other arrangements regarding their selection and no disclosable related‑party transactions under Item 404(a). Both directors will enter into the company’s standard Indemnification Agreement.