Filing Details
- Accession Number:
- 0001209191-23-047902
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2023-08-31 21:41:49
- Reporting Period:
- 2023-08-29
- Accepted Time:
- 2023-08-31 21:41:49
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1786352 | Bill Holdings Inc. | BILL | Services-Prepackaged Software (7372) | 832661725 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1795497 | A. Rene Lacerte | C/O Bill Holdings, Inc. 6220 America Center Dr., Suite 100 San Jose CA 95002 | President And Ceo | Yes | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Disposition | 2023-08-29 | 2,583 | $106.05 | 111,931 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2023-08-29 | 1,068 | $106.94 | 110,863 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2023-08-29 | 1,450 | $107.60 | 109,413 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2023-08-29 | 742 | $108.92 | 108,671 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2023-08-29 | 4,213 | $110.01 | 104,458 | No | 4 | S | Direct | |
| Common Stock | Disposition | 2023-08-29 | 3,809 | $110.81 | 100,649 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct | |
| No | 4 | S | Direct |
Reported Non-Derivative Holdings
| Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
|---|---|---|---|
| Common Stock | 1,708,749 | Indirect | See Footnote |
| Common Stock | 135,000 | Indirect | See Footnote |
| Common Stock | 135,000 | Indirect | See Footnote |
| Common Stock | 163,125 | Indirect | See Footnote |
| Common Stock | 163,125 | Indirect | See Footnote |
| Common Stock | 205,000 | Indirect | See Footnote |
Footnotes
- The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of Restricted Stock Units ("RSUs") and Performance Stock Units ("PSUs") that were reported on the Form 4 filed on August 30, 2023.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.38 to $106.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $106.38 to $107.37 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $107.39 to $108.31 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $108.43 to $109.40 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $109.43 to $110.42 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $110.45 to $111.23 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
- 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.
- The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.
- The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.
- The shares are held by the Makahakama Foundation.
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