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Filing Details

Accession Number:: 0001209191-23-057025
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2023-11-30 19:20:40
Reporting Period:: 2023-11-28

Accepted Time:: 2023-11-30 19:20:40
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	Ceo	Yes	Yes	No	No

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership
Common Stock	Acquisiton	2023-11-28	10,000	$0.00	86,488	No	4	M	Direct
Common Stock	Acquisiton	2023-11-28	2,785	$0.00	89,273	No	4	M	Direct
Common Stock	Acquisiton	2023-11-28	5,358	$0.00	94,631	No	4	M	Direct
Common Stock	Acquisiton	2023-11-28	3,657	$0.00	98,288	No	4	M	Direct
Common Stock	Acquisiton	2023-11-28	2,366	$0.00	100,654	No	4	M	Direct
Common Stock	Disposition	2023-11-29	5,583	$66.98	95,071	No	4	S	Direct
Common Stock	Disposition	2023-11-29	6,106	$67.73	88,965	No	4	S	Direct
Common Stock	Disposition	2023-11-29	448	$68.40	88,517	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	M	Direct
No	4	M	Direct
No	4	M	Direct
No	4	M	Direct
No	4	M	Direct
No	4	S	Direct
No	4	S	Direct
No	4	S	Direct

Reported Derivative Transactions

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Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Restricted Stock Units	Disposition	2023-11-28	10,000	$0.00	10,000	$0.00
Common Stock	Restricted Stock Units	Disposition	2023-11-28	2,785	$0.00	2,785	$0.00
Common Stock	Restricted Stock Units	Disposition	2023-11-28	5,358	$0.00	5,358	$0.00
Common Stock	Restricted Stock Units	Disposition	2023-11-28	3,657	$0.00	3,657	$0.00
Common Stock	Performance Stock Units	Disposition	2023-11-28	2,366	$0.00	2,366	$0.00

Remaning Holdings	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
20,000	No	4	M	Direct
19,497	No	4	M	Direct
58,948	No	4	M	Direct
54,867	No	4	M	Direct
16,571	No	4	M	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

Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
Includes 74 shares of Common Stock acquired under the issuer's employee stock purchase plan on September 6, 2023.
Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date.
The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs.
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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 $67.325 to $68.32 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 $68.33 to $68.42 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 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.
The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.
The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.
The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.
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.
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.