John R. Rettig - 28 Feb 2026 Form 4 Insider Report for BILL Holdings, Inc. (BILL)

Role
COO
Signature
/s/ Michael Dunn, Attorney-in-Fact
Issuer symbol
BILL
Transactions as of
28 Feb 2026
Net transactions value
-$436,155
Form type
4
Filing time
03 Mar 2026, 17:28:01 UTC
Previous filing
05 Dec 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Rettig John R. COO C/O BILL HOLDINGS, INC., 6220 AMERICA CENTER DR., SUITE 100, SAN JOSE /s/ Michael Dunn, Attorney-in-Fact 03 Mar 2026 0001550715

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BILL Common Stock Options Exercise +20,105 +16% 146,686 28 Feb 2026 Direct F1
transaction BILL Common Stock Options Exercise +5,710 +3.9% 152,396 28 Feb 2026 Direct F2
transaction BILL Common Stock Tax liability $436,155 -9,870 -6.5% $44.19 142,526 28 Feb 2026 Direct F3
holding BILL Common Stock 69,974 28 Feb 2026 See footnote F4

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 Unit Options Exercise $0 -4,287 -33% $0.000000 8,574 28 Feb 2026 Common Stock 4,287 Direct F1, F5
transaction BILL Restricted Stock Unit Options Exercise $0 -2,612 -14% $0.000000 15,677 28 Feb 2026 Common Stock 2,612 Direct F1, F6
transaction BILL Restricted Stock Unit Options Exercise $0 -7,123 -9.1% $0.000000 71,225 28 Feb 2026 Common Stock 7,123 Direct F1, F7
transaction BILL Performance Stock Units Options Exercise $0 -5,710 -14% $0.000000 34,254 28 Feb 2026 Common Stock 5,710 Direct F2, F8
transaction BILL Restricted Stock Unit Options Exercise $0 -6,083 -9.1% $0.000000 60,834 28 Feb 2026 Common Stock 6,083 Direct F1, F9
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

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 Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
F3 Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.
F4 The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the Reporting Person and his spouse are co-trustees.
F5 The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.
F6 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.
F7 The RSUs vest in 16 equal quarterly installments over four years, beginning November 28, 2024, subject to the continuing service of the Reporting Person on each vesting date.
F8 The PSUs vest over three years; 1/3rd vests on August 28, 2025, 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.
F9 The RSUs vest in 12 equal quarterly installments over three years, beginning November 28, 2025, subject to the continuing service of the Reporting Person on each vesting date.