0001209191-23-015809.txt : 20230303 0001209191-23-015809.hdr.sgml : 20230303 20230303172825 ACCESSION NUMBER: 0001209191-23-015809 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230301 FILED AS OF DATE: 20230303 DATE AS OF CHANGE: 20230303 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Lacerte Rene A. CENTRAL INDEX KEY: 0001795497 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39149 FILM NUMBER: 23706001 MAIL ADDRESS: STREET 1: C/O BILL HOLDINGS, INC. STREET 2: 6220 AMERICA CENTER DR., SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BILL Holdings, Inc. CENTRAL INDEX KEY: 0001786352 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 832261725 STATE OF INCORPORATION: DE FISCAL YEAR END: 0630 BUSINESS ADDRESS: STREET 1: 6220 AMERICA CENTER DR. STREET 2: SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 BUSINESS PHONE: (650) 621-7700 MAIL ADDRESS: STREET 1: 6220 AMERICA CENTER DR. STREET 2: SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 FORMER COMPANY: FORMER CONFORMED NAME: Bill.com Holdings, Inc. DATE OF NAME CHANGE: 20190823 4 1 doc4.xml FORM 4 SUBMISSION X0306 4 2023-03-01 0 0001786352 BILL Holdings, Inc. BILL 0001795497 Lacerte Rene A. C/O BILL HOLDINGS, INC. 6220 AMERICA CENTER DR., SUITE 100 SAN JOSE CA 95002 1 1 0 0 President and CEO Common Stock 2023-03-01 4 S 0 5152 84.0659 D 98014 D Common Stock 2023-03-01 4 S 0 2505 84.901 D 95509 D Common Stock 1708749 I See Footnote Common Stock 135000 I See Footnote Common Stock 135000 I See Footnote Common Stock 163125 I See Footnote Common Stock 163125 I See Footnote Common Stock 205000 I See Footnote 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. 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. 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. 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. /s/ Rajesh Aji, Attorney-in-Fact 2023-03-03