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Total Value
$1.3M
Filing Date
Sep 1, 2026
1 transactions

Trade Summary

On Aug 28, 2026, Lacerte Rene A., Insider, reported $1.3M of BILL Holdings, Inc. (BILL) across 1 transactions. The filing covers Common Stock and reflects balanced net activity of $0. Reported prices ranged from $50.31. Insider transactions are sourced from SEC Form 4 disclosures and should be reviewed alongside company fundamentals and the insider's broader trading history.

Company Information

Ticker Symbol
BILL
CIK
0001786352

Insider Information

Role
Insider
Location
SAN JOSE, CA

Filing Details

Filing Date
Sep 1, 2026
Transaction Date
Aug 28, 2026
Accession Number
0001795497-26-000004
Form Type
4

Non-Derivative Transactions

DateSecuritySharesPriceTypeValue
Aug 28, 2026Common Stock24,627Exercise
Aug 28, 2026Common Stock24,293Exercise
Aug 28, 2026Common Stock24,896$50.31Tax Withholding$1.3M

Derivative Transactions

DateSecuritySharesExercise PriceTypeValue
Aug 28, 2026BILL derivative5,359Exercise
Aug 28, 2026BILL derivative3,658Exercise
Aug 28, 2026BILL derivative8,310Exercise
Aug 28, 2026BILL derivative6,661Exercise
Aug 28, 2026BILL derivative7,300Exercise
Aug 28, 2026BILL derivative17,632Exercise

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Footnotes

  1. (F1)Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
  2. (F2)Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
  3. (F3)Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.
  4. (F4)The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
  5. (F5)The shares are held by a family trust with Rene A. Lacerte and Joyce A. Chung, as Trustors, and Rene A. Lacerte, Joyce A. Chung, and Daniel C. Chung, as Trustees.
  6. (F6)The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
  7. (F7)The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
  8. (F8)The shares are held by the Makahakama Foundation.
  9. (F9)The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
  10. (F10)The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.
  11. (F11)The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2023, subject to the continuing service of the Reporting Person on each vesting date.
  12. (F12)The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.
  13. (F13)The PSUs vest over three years; 1/3rd vests on August 28, 2025, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.
  14. (F14)The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.
  15. (F15)The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, and thereafter the remaining 2/3rd will vest quarterly over two years, subject to the continuing service of the Reporting Person on each vesting date.

SEC Filing