BILL SEC Filing News — BILL Holdings, Inc.

Latest SEC filings for BILL Holdings, Inc. (BILL) explained in plain English. Covers insider buying and selling (Form 4), proposed insider sales (Form 144), material company events (8-K), and quarterly & annual reports (10-Q / 10-K). StrongBuyAnalytics provides navigation and brief excerpts or summaries; original filings remain at the SEC/source links and were authored by their filers, not StrongBuyAnalytics. Filing dates shown are source dates. Coverage and detection can be delayed or incomplete because of SEC availability, amendments, parsing, caching, or outages. Latest source filing date shown: 2026-09-17.

BILL Holdings, Inc. provides financial operations platform for small and midsize businesses worldwide. The company offers cloud-based payments, accounts payable, accounts receivable, and spend and expense management solutions. It also provides BILL Spend and Expense, a spend and expense management suite that provides a solution for businesses to have charge cards, build and monitor budgets, manage payments, and eliminate the need for manual expense reports. In addition, the company offers onboar…
Sector: Technology Industry: Software - Application Market Cap: $3.9B
20
Total Filings
0
Bullish Classifications
4
Bearish Classifications
10
Insider Transactions
1
Material Events (8-K)
1
Periodic Reports
Rule-based classifications for BILL currently lean bearish. Of the 20 filing records displayed, 4 carry bearish classifications (such as insider sales or negative 8-K disclosures) versus 0 bullish. This does not necessarily signal fundamental deterioration — insiders sell for many reasons — but it is worth monitoring alongside the company's core financial metrics.
BILL Filing Activity Snapshot 2026-08-19 — 2026-09-17
Insider Transactions (Form 4)
0 buys vs 3 sells
Net insider selling in this period — insiders sell for many reasons beyond conviction.
Largest Form 144 Filing
$12.53M
Lacerte Rene A. (Director, CEO) · 2026-09-04
257,243 shares · Form 4
Form 144 Notices
8
Proposed insider sales filed — Form 144 is a notice of intent, not a confirmed transaction. Actual sales are confirmed via Form 4.
Insider Transactions 10 · Forms 3, 4 and 5

A Form 4 is filed within two business days of a company insider — an officer, a director, or a holder of more than ten percent of the stock — changing their position in the shares. All 10 filings in this group are Form 4s for BILL Holdings, Inc.

The difficulty with reading these filings as a group is that a single form type covers transactions that mean entirely different things. An executive spending their own money to buy stock and an executive having shares withheld to pay tax on a vesting grant both appear as a Form 4. Every filing below is therefore tagged with the nature of the underlying transaction, taken from the transaction code reported on the form itself.

Across the 10 insider filings shown, the breakdown is 6 compensation award, 3 open-market sale and 1 option exercise. 3 of them involved a discretionary open-market trade; the rest are compensation and administrative mechanics.

What each transaction type means

Compensation award ×6
Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.
Open-market sale ×3
The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.
Option exercise ×1
The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.
Form 4 Compensation award Tax / Compensation Filing 2026-09-17

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Cieri Michael (Chief Product Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Restricted Stock Units 46,856 — —
Filing: Form 4 (Insider Transaction) Insider: Cieri Michael (Chief Product Officer)
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-09-17

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Jain Rohini (Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Restricted Stock Units 67,681 — —
Filing: Form 4 (Insider Transaction) Insider: Jain Rohini (Chief Financial Officer)
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-09-17

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Lacerte Rene A. (Director, CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Restricted Stock Units 116,619 — —
Filing: Form 4 (Insider Transaction) Insider: Lacerte Rene A. (Director, CEO)
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-04

BILL insider Lacerte Rene A. (Director, CEO) sold 257,243 shares (~$12.53M)

Lacerte Rene A., listed as Director, CEO at BILL Holdings, Inc., reported an open-market sale of 257,243 BILL shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
S Open-market sale 40,357 $48.00 $1.94M
S Open-market sale 100,899 $48.59 $4.90M
S Open-market sale 11,765 $48.01 $564.9K
S Open-market sale 26,974 $48.59 $1.31M
S Open-market sale 10,636 $48.01 $510.7K
S Open-market sale 24,364 $48.59 $1.18M
S Open-market sale 10,970 $49.86 $547.0K
S Open-market sale 10,154 $50.50 $512.8K
S Open-market sale 15,372 $50.01 $768.8K
S Open-market sale 5,752 $50.62 $291.2K
Filing: Form 4 (Insider Transaction) Insider: Lacerte Rene A. (Director, CEO) Shares: 257,243 Est. Value: $12.53M
View on SEC EDGAR → Open Filing Document →
Form 4 Option exercise Tax / Compensation Filing 2026-09-01

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Lacerte Rene A. (Director, CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

The insider converted options into shares. The exercise price was fixed when the options were granted, so the timing usually tracks an expiry schedule.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 24,627 — —
M Option exercise 24,293 — —
F Tax withholding on vested shares 24,896 $50.31 $1.25M
M Option exercise derivative · Restricted Stock Unit 5,359 — —
M Option exercise derivative · Restricted Stock Unit 3,658 — —
M Option exercise derivative · Restricted Stock Unit 8,310 — —
M Option exercise derivative · Performance Stock Units 6,661 — —
M Option exercise derivative · Restricted Stock Unit 7,300 — —
M Option exercise derivative · Performance Stock Units 17,632 — —
Filing: Form 4 (Insider Transaction) Insider: Lacerte Rene A. (Director, CEO) Shares: 73,816
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-01

BILL insider Cieri Michael (Chief Product Officer) sold 10,754 shares (~$528.4K)

Cieri Michael, listed as Chief Product Officer at BILL Holdings, Inc., reported an open-market sale of 10,754 BILL shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 12,897 — —
M Option exercise 6,531 — —
F Tax withholding on vested shares 8,674 $50.31 $436.4K
S Open-market sale 10,754 $49.13 $528.4K
M Option exercise derivative · Restricted Stock Unit 12,897 — —
M Option exercise derivative · Performance Stock Unit 6,531 — —
Filing: Form 4 (Insider Transaction) Insider: Cieri Michael (Chief Product Officer) Shares: 10,754 Est. Value: $528.4K
View on SEC EDGAR → Open Filing Document →
Form 4 Open-market sale Insider Selling 2026-09-01

BILL insider Jain Rohini (Chief Financial Officer) sold 33,470 shares (~$1.60M)

Jain Rohini, listed as Chief Financial Officer at BILL Holdings, Inc., reported an open-market sale of 33,470 BILL shares in a Form 4 filing. This is a confirmed insider sale, not just a proposed sale notice.

The insider sold shares on the open market. Sales may be discretionary or executed automatically under a pre-arranged Rule 10b5-1 trading plan, and a Form 4 does not always make clear which applies.

Transactions reported on this filing
Code Nature Shares Price Value
M Option exercise 50,315 — —
M Option exercise 11,755 — —
F Tax withholding on vested shares 28,600 $50.31 $1.44M
S Open-market sale 29,555 $47.80 $1.41M
S Open-market sale 3,915 $48.70 $190.7K
M Option exercise derivative · Restricted Stock Unit 50,315 — —
M Option exercise derivative · Performance Stock Units 11,755 — —
Filing: Form 4 (Insider Transaction) Insider: Jain Rohini (Chief Financial Officer) Shares: 33,470 Est. Value: $1.60M
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-08-19

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Jain Rohini (Chief Financial Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Performance Stock Units 35,262 — —
Filing: Form 4 (Insider Transaction) Insider: Jain Rohini (Chief Financial Officer)
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-08-19

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Cieri Michael (Chief Product Officer) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Performance Stock Units 19,590 — —
Filing: Form 4 (Insider Transaction) Insider: Cieri Michael (Chief Product Officer)
View on SEC EDGAR → Open Filing Document →
Form 4 Compensation award Tax / Compensation Filing 2026-08-19

BILL insider Form 4 filed for equity award, exercise, or tax withholding

Lacerte Rene A. (Director, CEO) filed a Form 4 covering compensation-related activity such as stock awards, option exercises, conversions, or tax withholding. These filings are usually neutral.

Shares were granted as compensation rather than purchased. No cash changed hands, so the filing reflects a pay decision by the company, not a judgement about the price.

Transactions reported on this filing
Code Nature Shares Price Value
A Compensation award derivative · Performance Stock Units 52,893 — —
Filing: Form 4 (Insider Transaction) Insider: Lacerte Rene A. (Director, CEO)
View on SEC EDGAR → Open Filing Document →
Proposed Insider Sales 8 · Form 144

A Form 144 is a notice of intent to sell restricted or control securities. It is not a record that anything was sold. BILL Holdings, Inc. has 8 such notices in this period.

The distinction matters because a Form 144 is frequently reported as though it were a completed insider sale. The filer may sell all of the shares covered, some of them, or none at all, and there is no obligation to update the notice either way. A sale that is actually executed by an officer or director shows up separately on a Form 4, which is the filing to check before treating a proposed sale as a real one.

Form 144 Proposed Insider Sale 2026-09-09

BILL Form 144 filed for proposed insider sale by JOHN RETTIG (19,893 shares) ~$946.9K

JOHN RETTIG filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: JOHN RETTIG Shares: 19,893 Est. Value: $946.9K
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-03

BILL Form 144 filed for proposed insider sale by Nene Irrevocable Trust (21,124 shares) ~$1.03M

Nene Irrevocable Trust filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Nene Irrevocable Trust Shares: 21,124 Est. Value: $1.03M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-03

BILL Form 144 filed for proposed insider sale by Ilio Irrevocable Trust (21,124 shares) ~$1.03M

Ilio Irrevocable Trust filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: Ilio Irrevocable Trust Shares: 21,124 Est. Value: $1.03M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-02

BILL Form 144 filed for proposed insider sale by MAKAHAKAMA TRUST U/A DTD 02/15/2004 (38,739 shares) ~$1.84M

MAKAHAKAMA TRUST U/A DTD 02/15/2004 filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: MAKAHAKAMA TRUST U/A DTD 02/15/2004 Shares: 38,739 Est. Value: $1.84M
View on SEC EDGAR → Open Filing Document →
Form 144 Large Proposed Insider Sale 2026-09-02

BILL Form 144 filed for proposed insider sale by RENE A LACERTE (141,256 shares) ~$6.73M

RENE A LACERTE filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4. The proposed dollar value is large enough to merit attention.

Filing: Form 144 (Proposed Sale Notice) Insider: RENE A LACERTE Shares: 141,256 Est. Value: $6.73M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-02

BILL Form 144 filed for proposed insider sale by MAKAHAKAMA FOUNDATION (35,000 shares) ~$1.67M

MAKAHAKAMA FOUNDATION filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: MAKAHAKAMA FOUNDATION Shares: 35,000 Est. Value: $1.67M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-09-01

BILL Form 144 filed for proposed insider sale by ROHINI JAIN (33,470 shares) ~$1.65M

ROHINI JAIN filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: ROHINI JAIN Shares: 33,470 Est. Value: $1.65M
View on SEC EDGAR → Open Filing Document →
Form 144 Proposed Insider Sale 2026-08-31

BILL Form 144 filed for proposed insider sale by MICHAEL CIERI (10,754 shares) ~$541.0K

MICHAEL CIERI filed a Form 144 with the SEC indicating intent to sell BILL (BILL Holdings, Inc.) shares. Form 144 reflects a proposed sale, not a completed transaction. The actual execution, if any, would typically appear later in a Form 4.

Filing: Form 144 (Proposed Sale Notice) Insider: MICHAEL CIERI Shares: 10,754 Est. Value: $541.0K
View on SEC EDGAR → Open Filing Document →
Material Events 1 · Form 8-K

An 8-K reports a material event in the window between scheduled reports. There is 1 in this period for BILL Holdings, Inc. Each 8-K names the item number it is filed under, and that number is the fastest way to tell a routine disclosure from a consequential one.

Item 2.02 is an earnings release, Item 5.02 is a change of directors or officers, and Item 1.01 or 2.01 covers a material agreement or a completed acquisition. Item 7.01 and Item 8.01 are the general-purpose disclosure items and carry no fixed meaning on their own.

Form 8-K Material Company Update 2026-08-19

BILL filed 8-K — material company event

BILL Holdings, Inc. filed an 8-K with the SEC reporting a material event. Summary unavailable — view the original SEC filing for the full text.

Filing: 8-K (Material Event)
View on SEC EDGAR → Open Filing Document →
Periodic Reports 1 · Forms 10-K and 10-Q

The periodic reports are where the audited and reviewed financial statements live. This period contains 1 annual report (10-K) for BILL Holdings, Inc.

The two are not equivalent in weight. A 10-K is audited by an external firm and includes the full risk factor disclosure, business description and management discussion; a 10-Q is unaudited, reviewed rather than examined, and much shorter. When a figure in a quarterly report is later revised, the annual report is usually where the correction appears.

An amended report — 10-K/A or 10-Q/A — restates or corrects something in the original filing, and is worth reading against the version it replaces.

Form 10-K Annual Report 2026-08-20

BILL filed Annual Report (10-K)

BILL Holdings, Inc. filed its annual report with the SEC. This report includes audited financial statements, business overview, risk factors, and management discussion.

Filing: 10-K (Annual Report)
View on SEC EDGAR → Open Filing Document →

How we classify BILL Holdings, Inc.'s filings

Straight from EDGAR

Each displayed record links to an original source document. StrongBuyAnalytics provides navigation and brief excerpts or summaries, not the filing itself. Parsing may omit context or contain errors, so read the original document in full.

Transaction codes, not guesswork

The nature shown on each insider filing comes from the transaction code the filer entered on the form itself — P for an open-market purchase, A for a compensation award, F for shares withheld to pay tax, M for an option exercise. Where one filing contains several codes, the transaction table lists them line by line.

Why the distinction matters

Insider activity is routinely summarised as buying or selling, which flattens together decisions that mean very different things. Shares withheld for tax on a vesting grant are an automatic administrative step; shares bought on the open market are someone committing their own money at the current price.

What this page does not tell you

A filing records what happened, not why. Form 4 does not always disclose whether a sale was executed under a pre-arranged Rule 10b5-1 plan, and no single filing is a basis for a decision on BILL. Read these alongside the fundamentals rather than in isolation.

Frequently Asked Questions — BILL SEC Filings

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Publisher, sources & limitations — September 15, 2026. StrongBuyAnalytics provides navigation and brief excerpts or summaries for educational use. Original filings remain at SEC EDGAR or other displayed source links; StrongBuyAnalytics does not author them. Filing dates are source dates, not publication dates for this page. Coverage can be delayed, incomplete, amended, or unavailable because of SEC/source availability, parsing, caching, or outages. Verify every material statement in the original filing.
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