Rene A. Lacerte - 05 Dec 2025 Form 4 Insider Report for BILL Holdings, Inc. (BILL)

Role
CEO, Director
Signature
/s/ Michael Dunn, Attorney-in-Fact
Issuer symbol
BILL
Transactions as of
05 Dec 2025
Net transactions value
$0
Form type
4
Filing time
09 Dec 2025, 16:20:12 UTC
Previous filing
02 Dec 2025
Next filing
03 Mar 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Lacerte Rene A. CEO, Director C/O BILL HOLDINGS, INC., 6220 AMERICA CENTER DR., SUITE 100, SAN JOSE /s/ Michael Dunn, Attorney-in-Fact 09 Dec 2025 0001795497

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction BILL Common Stock Gift $0 -15,190 -13% $0.000000 99,593 05 Dec 2025 See Footnote F1, F2
holding BILL Common Stock 82,826 05 Dec 2025 Direct
holding BILL Common Stock 1,708,749 05 Dec 2025 See footnote F3
holding BILL Common Stock 135,000 05 Dec 2025 See footnote F4
holding BILL Common Stock 135,000 05 Dec 2025 See footnote F4
holding BILL Common Stock 184,249 05 Dec 2025 See footnote F5
holding BILL Common Stock 184,249 05 Dec 2025 See footnote F6
holding BILL Common Stock 205,000 05 Dec 2025 See footnote F7
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares of the Issuer's Common Stock that the Reporting Person donated as a gift to a donor advised fund.
F2 The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
F3 The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees
F4 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.
F5 The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
F6 The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
F7 The shares are held by the Makahakama Foundation.