0001209191-23-033205.txt : 20230531
0001209191-23-033205.hdr.sgml : 20230531
20230531214132
ACCESSION NUMBER: 0001209191-23-033205
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20230528
FILED AS OF DATE: 20230531
DATE AS OF CHANGE: 20230531
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: 23982864
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
X0407
4
2023-05-28
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
0
Common Stock
2023-05-28
4
M
0
10000
A
105509
D
Common Stock
2023-05-28
4
M
0
2785
A
108294
D
Common Stock
2023-05-28
4
M
0
5359
A
113653
D
Common Stock
2023-05-30
4
S
0
4201
98.4074
D
109452
D
Common Stock
2023-05-30
4
S
0
3438
99.2737
D
106014
D
Common Stock
2023-05-30
4
S
0
1113
100.2477
D
104901
D
Common Stock
2023-05-30
4
S
0
330
101.3437
D
104571
D
Common Stock
2023-05-30
4
S
0
20
102.073
D
104551
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
Restricted Stock Units
2023-05-28
4
M
0
10000
0.00
D
Common Stock
10000
40000
D
Restricted Stock Units
2023-05-28
4
M
0
2785
0.00
D
Common Stock
2785
25067
D
Restricted Stock Units
2023-05-28
4
M
0
5359
0.00
D
Common Stock
5359
69665
D
Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs.
The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.90 to $98.89 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 $98.90 to $99.89 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 $99.90 to $100.86 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 $100.91 to $101.90 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 $101.91 to $102.32 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 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.
/s/ Rajesh Aji, Attorney-in-Fact
2023-05-31