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[Form 4] BILL Holdings, Inc. Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

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.

Rene A. Lacerte, CEO e membro del consiglio di BILL Holdings, Inc., ha dichiarato varie operazioni in mercato aperto e assegnazioni azionarie in data 28/08/2025. Il documento riporta acquisizioni di 20.113 e 29.012 azioni ordinarie (entrambe codificate "M"), una cessione di 24.948 azioni a $49.20 e diverse voci relative a unit脿 azionarie vincolate e di performance registrate nella Tabella II. Il modulo indica la detenzione beneficiaria diretta dopo le operazioni (per esempio 63.366, 92.378 e 67.430 azioni) e partecipazioni indirette rilevanti, inclusi 1.708.749 azioni detenute dalla Chung Lacerte Trust U/A in data 15 febbraio 2004. Le note spiegano che le RSU maturano in rate trimestrali per quattro anni e le PSU maturano in tre anni con un piano di vesting graduale.

Rene A. Lacerte, CEO y director de BILL Holdings, Inc., inform贸 varias transacciones de mercado abierto y adjudicaciones de acciones con fecha 28/08/2025. La presentaci贸n muestra adquisiciones de 20.113 y 29.012 acciones ordinarias (ambas codificadas "M"), una disposici贸n de 24.948 acciones a $49.20 y varias entradas de unidades restringidas y de acciones por desempe帽o registradas en la Tabla II. El formulario indica la propiedad beneficiaria directa tras las transacciones (por ejemplo 63.366, 92.378 y 67.430 acciones) y participaciones indirectas materiales, incluidas 1.708.749 acciones en poder del Chung Lacerte Trust U/A de fecha 15 de febrero de 2004. Las notas aclaran que las RSU se consolidan en cuotas trimestrales durante cuatro a帽os y las PSU en tres a帽os con vesting por fases.

BILL Holdings, Inc.鞚� CEO 瓴� 鞚挫偓鞚� Rene A. Lacerte電� 2025-08-28鞚检瀽 鞐煬 鞛ル偞瓯半灅 氚� 欤检嫕 氤挫儊 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐愲姅 氤错喌欤� 20,113欤检檧 29,012欤�(霊� 雼� 旖旊摐 "M"鞙茧 響滉赴) 毵れ瀰, 24,948欤茧ゼ $49.20鞐� 觳橂秳頃� 雮挫棴, 攴鸽Μ瓿� 響� II鞐� 旮半霅� 鞐煬 鞝滍暅欤�(RSU) 氚� 靹标臣欤�(PSU) 頃鞚� 韽暔霅橃柎 鞛堨姷雼堧嫟. 鞏戩嫕鞚� 瓯半灅 頉� 歆侅爲 氤挫湢 歆�攵� 靾�(鞓�: 63,366, 92,378, 67,430欤�)鞕� 鞁れ鞝� 臧勳爲 氤挫湢毳� 旮办灛頃橁碃 鞛堨溂氅�, 攴胳 1,708,749欤茧姅 2004雲� 2鞗� 15鞚检瀽 Chung Lacerte Trust U/A臧� 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 臧侅＜鞐愲姅 RSU臧� 4雲勳棎 瓯胳硱 攵勱赴氤勲 氩犾姢韸鸽悩瓿�, PSU電� 3雲勳棎 瓯胳硱 雼硠鞝侅溂搿� 氩犾姢韸鸽悳雼り碃 靹る獏霅橃柎 鞛堨姷雼堧嫟.

Rene A. Lacerte, PDG et administrateur de BILL Holdings, Inc., a d茅clar茅 plusieurs op茅rations sur le march茅 et attributions d鈥檃ctions en date du 28/08/2025. Le d茅p么t indique des acquisitions de 20鈥�113 et 29鈥�012 actions ordinaires (toutes deux cod茅es 芦M禄), une cession de 24鈥�948 actions 脿 $49.20 et plusieurs lignes concernant des unit茅s d鈥檃ctions restreintes et de performance consign茅es dans le Tableau II. Le formulaire mentionne la d茅tention b茅n茅ficiaire directe apr猫s les op茅rations (par exemple 63鈥�366, 92鈥�378 et 67鈥�430 actions) ainsi que des participations indirectes significatives, dont 1鈥�708鈥�749 actions d茅tenues par le Chung Lacerte Trust U/A en date du 15 f茅vrier 2004. Les notes pr茅cisent que les RSU sont acquises par tranches trimestrielles sur quatre ans et les PSU sur trois ans avec un vesting 茅chelonn茅.

Rene A. Lacerte, CEO und Direktor von BILL Holdings, Inc., meldete mehrere Transaktionen am offenen Markt und Aktienzuteilungen vom 28.08.2025. Die Einreichung zeigt Erwerbe von 20.113 und 29.012 Stammaktien (beide kodiert als "M"), eine Ver盲u脽erung von 24.948 Aktien zum Preis von $49.20 sowie mehrere Eintr盲ge zu Restricted und Performance Stock Units in Tabelle II. Das Formular weist nach den Transaktionen Angaben zur direkten wirtschaftlichen Eigent眉merschaft aus (z. B. 63.366, 92.378 und 67.430 Aktien) sowie wesentliche indirekte Beteiligungen, darunter 1.708.749 Aktien, die von der Chung Lacerte Trust U/A vom 15. Februar 2004 gehalten werden. Fu脽noten erl盲utern, dass RSUs viertelj盲hrlich 眉ber vier Jahre vesten und PSUs 眉ber drei Jahre mit gestaffeltem Vesting.

Positive
  • Insider acquisitions of 20,113 and 29,012 common shares reported on 08/28/2025
  • Material equity awards recorded: multiple Restricted Stock Units (RSUs) and Performance Stock Units (PSUs) in Table II
  • Detailed vesting schedules provided in footnotes for RSUs and PSUs, clarifying future vesting timing
Negative
  • Disposition of 24,948 shares reported at a price of $49.20 on 08/28/2025
  • Concentrated indirect holdings (e.g., 1,708,749 shares in the Chung Lacerte Trust) indicate significant family/control ownership which may limit float

Insights

TL;DR: Insider acquired shares and received equity awards while also selling a block of shares at $49.20; large indirect holdings are noted.

The Form 4 documents both open-market activity (two acquisitions and one disposition on 08/28/2025) and equity-based compensation activity (multiple RSUs and PSUs recorded in Table II). The disposition of 24,948 shares at $49.20 is explicitly reported and separate acquisition transactions are coded "M," indicating they were made pursuant to a written plan or similar arrangement as reflected on the form. The filing also discloses substantial indirect ownership via multiple trusts, most notably 1,708,749 shares held by the Chung Lacerte Trust, which is material to any assessment of total family/control holdings. All observations are drawn directly from the filing text.

TL;DR: CEO/director transactions and award vesting schedules are disclosed; significant trust-held shares indicate concentrated family ownership.

The disclosure includes standard Form 4 elements: transaction codes, amounts, prices, and detailed footnotes on vesting schedules for RSUs and PSUs. The multiple indirect holdings held in trusts and a foundation are explicitly listed with trustees named, which clarifies the reporting of beneficial ownership under Section 16. The filing provides the required transparency about timing and nature of equity awards and open-market activity without additional commentary.

Rene A. Lacerte, CEO e membro del consiglio di BILL Holdings, Inc., ha dichiarato varie operazioni in mercato aperto e assegnazioni azionarie in data 28/08/2025. Il documento riporta acquisizioni di 20.113 e 29.012 azioni ordinarie (entrambe codificate "M"), una cessione di 24.948 azioni a $49.20 e diverse voci relative a unit脿 azionarie vincolate e di performance registrate nella Tabella II. Il modulo indica la detenzione beneficiaria diretta dopo le operazioni (per esempio 63.366, 92.378 e 67.430 azioni) e partecipazioni indirette rilevanti, inclusi 1.708.749 azioni detenute dalla Chung Lacerte Trust U/A in data 15 febbraio 2004. Le note spiegano che le RSU maturano in rate trimestrali per quattro anni e le PSU maturano in tre anni con un piano di vesting graduale.

Rene A. Lacerte, CEO y director de BILL Holdings, Inc., inform贸 varias transacciones de mercado abierto y adjudicaciones de acciones con fecha 28/08/2025. La presentaci贸n muestra adquisiciones de 20.113 y 29.012 acciones ordinarias (ambas codificadas "M"), una disposici贸n de 24.948 acciones a $49.20 y varias entradas de unidades restringidas y de acciones por desempe帽o registradas en la Tabla II. El formulario indica la propiedad beneficiaria directa tras las transacciones (por ejemplo 63.366, 92.378 y 67.430 acciones) y participaciones indirectas materiales, incluidas 1.708.749 acciones en poder del Chung Lacerte Trust U/A de fecha 15 de febrero de 2004. Las notas aclaran que las RSU se consolidan en cuotas trimestrales durante cuatro a帽os y las PSU en tres a帽os con vesting por fases.

BILL Holdings, Inc.鞚� CEO 瓴� 鞚挫偓鞚� Rene A. Lacerte電� 2025-08-28鞚检瀽 鞐煬 鞛ル偞瓯半灅 氚� 欤检嫕 氤挫儊 瓯半灅毳� 氤搓碃頄堨姷雼堧嫟. 鞝滌稖靹滊鞐愲姅 氤错喌欤� 20,113欤检檧 29,012欤�(霊� 雼� 旖旊摐 "M"鞙茧 響滉赴) 毵れ瀰, 24,948欤茧ゼ $49.20鞐� 觳橂秳頃� 雮挫棴, 攴鸽Μ瓿� 響� II鞐� 旮半霅� 鞐煬 鞝滍暅欤�(RSU) 氚� 靹标臣欤�(PSU) 頃鞚� 韽暔霅橃柎 鞛堨姷雼堧嫟. 鞏戩嫕鞚� 瓯半灅 頉� 歆侅爲 氤挫湢 歆�攵� 靾�(鞓�: 63,366, 92,378, 67,430欤�)鞕� 鞁れ鞝� 臧勳爲 氤挫湢毳� 旮办灛頃橁碃 鞛堨溂氅�, 攴胳 1,708,749欤茧姅 2004雲� 2鞗� 15鞚检瀽 Chung Lacerte Trust U/A臧� 氤挫湢頃橁碃 鞛堨姷雼堧嫟. 臧侅＜鞐愲姅 RSU臧� 4雲勳棎 瓯胳硱 攵勱赴氤勲 氩犾姢韸鸽悩瓿�, PSU電� 3雲勳棎 瓯胳硱 雼硠鞝侅溂搿� 氩犾姢韸鸽悳雼り碃 靹る獏霅橃柎 鞛堨姷雼堧嫟.

Rene A. Lacerte, PDG et administrateur de BILL Holdings, Inc., a d茅clar茅 plusieurs op茅rations sur le march茅 et attributions d鈥檃ctions en date du 28/08/2025. Le d茅p么t indique des acquisitions de 20鈥�113 et 29鈥�012 actions ordinaires (toutes deux cod茅es 芦M禄), une cession de 24鈥�948 actions 脿 $49.20 et plusieurs lignes concernant des unit茅s d鈥檃ctions restreintes et de performance consign茅es dans le Tableau II. Le formulaire mentionne la d茅tention b茅n茅ficiaire directe apr猫s les op茅rations (par exemple 63鈥�366, 92鈥�378 et 67鈥�430 actions) ainsi que des participations indirectes significatives, dont 1鈥�708鈥�749 actions d茅tenues par le Chung Lacerte Trust U/A en date du 15 f茅vrier 2004. Les notes pr茅cisent que les RSU sont acquises par tranches trimestrielles sur quatre ans et les PSU sur trois ans avec un vesting 茅chelonn茅.

Rene A. Lacerte, CEO und Direktor von BILL Holdings, Inc., meldete mehrere Transaktionen am offenen Markt und Aktienzuteilungen vom 28.08.2025. Die Einreichung zeigt Erwerbe von 20.113 und 29.012 Stammaktien (beide kodiert als "M"), eine Ver盲u脽erung von 24.948 Aktien zum Preis von $49.20 sowie mehrere Eintr盲ge zu Restricted und Performance Stock Units in Tabelle II. Das Formular weist nach den Transaktionen Angaben zur direkten wirtschaftlichen Eigent眉merschaft aus (z. B. 63.366, 92.378 und 67.430 Aktien) sowie wesentliche indirekte Beteiligungen, darunter 1.708.749 Aktien, die von der Chung Lacerte Trust U/A vom 15. Februar 2004 gehalten werden. Fu脽noten erl盲utern, dass RSUs viertelj盲hrlich 眉ber vier Jahre vesten und PSUs 眉ber drei Jahre mit gestaffeltem Vesting.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Lacerte Rene A.
(Last) (First) (Middle)
C/O BILL HOLDINGS, INC.
6220 AMERICA CENTER DR., SUITE 100
(Street)
SAN JOSE CA 95002
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
BILL Holdings, Inc. [ BILL ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
X Officer (give title below) Other (specify below)
CEO
3. Date of Earliest Transaction (Month/Day/Year)
08/28/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/28/2025 M 20,113 A (1) 63,366 D
Common Stock 08/28/2025 M 29,012 A (2) 92,378 D
Common Stock 08/28/2025 F 24,948(3) D $49.2 67,430 D
Common Stock 1,708,749 I See footnote(4)
Common Stock 135,000 I See footnote(5)
Common Stock 135,000 I See footnote(5)
Common Stock 184,249 I See footnote(6)
Common Stock 184,249 I See footnote(7)
Common Stock 205,000 I See footnote(8)
Common Stock 114,783 I See footnote(9)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Restricted Stock Unit (1) 08/28/2025 M 2,786 (10) (10) Common Stock 2,786 $0 0 D
Restricted Stock Unit (1) 08/28/2025 M 5,359 (11) (11) Common Stock 5,359 $0 21,435 D
Restricted Stock Unit (1) 08/28/2025 M 3,658 (12) (12) Common Stock 3,658 $0 29,262 D
Restricted Stock Unit (1) 08/28/2025 M 8,310 (13) (13) Common Stock 8,310 $0 99,715 D
Performance Stock Units (2) 08/28/2025 M 2,367 (14) (14) Common Stock 2,367 $0 0 D
Performance Stock Units (2) 08/28/2025 M 26,645 (15) (15) Common Stock 26,645 $0 53,286 D
Explanation of Responses:
1. Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
2. Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
3. Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.
4. The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
5. 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. The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
7. The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
8. The shares are held by the Makahakama Foundation.
9. The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
10. The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.
11. 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.
12. 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.
13. 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.
14. The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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.
15. 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.
/s/ Rajesh Aji, Attorney-in-Fact 09/02/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source:

FAQ

What transactions did Rene A. Lacerte report on Form 4 for BILL (BILL)?

The filing reports acquisitions of 20,113 and 29,012 common shares and a disposition of 24,948 shares at $49.20, all dated 08/28/2025.

Did the Form 4 disclose any equity awards for the CEO of BILL?

Yes. Table II lists multiple Restricted Stock Units (RSUs) and Performance Stock Units (PSUs) with specific grant amounts and resulting common shares referenced.

What vesting schedules are disclosed for the RSUs and PSUs?

Footnotes state RSUs vest in 16 equal quarterly installments over four years (with different start dates) and PSUs vest over three years with 1/3 vesting initially and the remainder vesting quarterly over two years.

How much indirect ownership does the filing disclose for the reporting person?

The filing explicitly discloses indirect holdings including 1,708,749 shares held by the Chung Lacerte Trust and several other trust/foundation holdings listed in the footnotes.

Who signed the Form 4 and when was it signed?

The Form 4 was signed by /s/ Rajesh Aji, Attorney-in-Fact on 09/02/2025 as the signature of the reporting person.

Does the Form 4 state the reporting person鈥檚 relationship to BILL?

Yes. The form indicates the reporting person is both a Director and the CEO of BILL Holdings, Inc.
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BILL HOLDINGS, INC

NYSE:BILL

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[Form 4] BILL Holdings, Inc. Insider Trading Activity
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[Form 4] BILL Holdings, Inc. Insider Trading Activity

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Software - Application
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United States
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