Filing Details

Accession Number:
0001209191-23-015809
Form Type:
4
Zero Holdings:
No
Publication Time:
2023-03-03 17:28:25
Reporting Period:
2023-03-01
Accepted Time:
2023-03-03 17:28:25
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1786352 Bill Holdings Inc. BILL Services-Prepackaged Software (7372) 832261725
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 2023-03-01 5,152 $84.07 98,014 No 4 S Direct
Common Stock Disposition 2023-03-01 2,505 $84.90 95,509 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
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
  1. 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") that were reported on the Form 4 filed on March 2, 2023.
  2. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.57 to $84.56 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.
  3. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.57 to $85.48 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.
  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 Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.
  7. The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.
  8. The shares are held by the Makahakama Foundation.