Rene A. Lacerte - 28 Aug 2026 Form 4 Insider Report for BILL Holdings, Inc. (BILL)

Reporting relationship
CEO, Director
Issuer ticker
BILL
Reported as of
28 Aug 2026
Net transaction value
$0
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
01 Sep 2026, 17:26:34 UTC
Prior SEC filing
19 Aug 2026
Next SEC filing
04 Sep 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Michael Dunn, Attorney-in-Fact

Key filing fact

Rene A. Lacerte filed Form 4 for BILL Holdings, Inc. (BILL) on 01 Sep 2026.

Key facts

  • This page summarizes Rene A. Lacerte's Form 4 filing for BILL Holdings, Inc. (BILL).
  • 9 reported transactions and 6 derivative rows are listed below.
  • Accepted by SEC: 01 Sep 2026, 17:26.

Change

  • Previous filing in this sequence was filed on 19 Aug 2026.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001795497 Primary reporting owner

Lacerte Rene A.

Relationship
CEO, Director
Address
C/O BILL HOLDINGS, INC., 6220 AMERICA CENTER DR., SUITE 100, SAN JOSE
Signature
/s/ Michael Dunn, Attorney-in-Fact
Signature date
01 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BILL transaction

Common Stock

Options Exercise

Transaction value
Shares
+24,627
Change %
+21%
Price
Shares after
141,859
Date
28 Aug 2026
Ownership
Direct
Footnotes
F1
BILL transaction

Common Stock

Options Exercise

Transaction value
Shares
+24,293
Change %
+17%
Price
Shares after
166,152
Date
28 Aug 2026
Ownership
Direct
Footnotes
F2
BILL transaction

Common Stock

Tax liability

Transaction value
Shares
-24,896
Change %
-15%
Price
$50.31*
Shares after
141,256
Date
28 Aug 2026
Ownership
Direct
Footnotes
F3
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
1,708,749
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F4
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
135,000
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F5
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
184,249
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F6
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
184,249
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F7
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
205,000
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F8
BILL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
99,593
Date
28 Aug 2026
Ownership
See footnote
Footnotes
F9

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BILL transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value
Shares
-5,359
Change %
-100%
Price
$0.000000*
Shares after
0
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
5,359
Exercise price
Footnotes
F1, F10
BILL transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value
Shares
-3,658
Change %
-20%
Price
$0.000000*
Shares after
14,631
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,658
Exercise price
Footnotes
F1, F11
BILL transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value
Shares
-8,310
Change %
-11%
Price
$0.000000*
Shares after
66,477
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
8,310
Exercise price
Footnotes
F1, F12
BILL transaction Derivative

Performance Stock Units

Options Exercise

Transaction value
Shares
-6,661
Change %
-20%
Price
$0.000000*
Shares after
26,643
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
6,661
Exercise price
Footnotes
F2, F13
BILL transaction Derivative

Restricted Stock Unit

Options Exercise

Transaction value
Shares
-7,300
Change %
-11%
Price
$0.000000*
Shares after
58,400
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,300
Exercise price
Footnotes
F1, F14
BILL transaction Derivative

Performance Stock Units

Options Exercise

Transaction value
Shares
-17,632
Change %
-33%
Price
$0.000000*
Shares after
35,261
Date
28 Aug 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
17,632
Exercise price
Footnotes
F2, F15
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 15 footnotes

Footnote F1

Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

Footnote F2

Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.

Footnote F3

Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.

Footnote F4

The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

Footnote F5

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.

Footnote F6

The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.

Footnote F7

The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.

Footnote F8

The shares are held by the Makahakama Foundation.

Footnote F9

The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

Footnote F10

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.

Footnote F11

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.

Footnote F12

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.

Footnote F13

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.

Footnote F14

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.

Footnote F15

The PSUs vest and settle over three years; 1/3rd vests on August 28, 2026, 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.

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