Alison Wagonfeld - Oct 21, 2024 Form 4 Insider Report for BILL Holdings, Inc. (BILL)

Role
Director
Signature
/s/ Rajesh Aji, Attorney-in-Fact
Stock symbol
BILL
Transactions as of
Oct 21, 2024
Transactions value $
-$29,843
Form type
4
Date filed
10/23/2024, 05:40 PM
Previous filing
Dec 11, 2023
Next filing
Nov 14, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BILL Common Stock Options Exercise +1.04K +200% 1.56K Oct 21, 2024 Direct F1
transaction BILL Common Stock Sale -$29.8K -519 -33.33% $57.50 1.04K Oct 21, 2024 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BILL Restricted Stock Units Options Exercise $0 -1.04K -49.98% $0.00 1.04K Oct 21, 2024 Common Stock 1.04K Direct F1, F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F2 The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 5, 2024.
F3 One-third (1/3) of the RSUs vest on each of October 21, 2023, October 21, 2024, and October 21, 2025, subject to the continuing service of the Reporting Person on each vesting date.