SEC Form 4 · accession 0001795497-26-000004

BILL Holdings, Inc. · BILL

Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗

Reporting owner

Rene A. Lacerte

Officer — CEO · Director

Period of report

Aug 28, 2026

Accepted (ET)

Sep 1, 2026 · 5:26 pm EDT

Rule 10b5-1 plan

box not checked

Issuer CIK

0001786352

Table I — non-derivative securities

Security	Date	Code	Shares	Price	A/D	Owned after	D/I	Nature of ownership
Common Stock^F1	Aug 28, 2026	M	24,627	—	A	141,859	D
Common Stock^F2	Aug 28, 2026	M	24,293	—	A	166,152	D
Common Stock^F3	Aug 28, 2026	F	24,896	$50.31	D	141,256	D
Common Stock^F4	holding	—	—		—	1,708,749	I	See footnote
Common Stock^F5	holding	—	—		—	135,000	I	See footnote
Common Stock^F5	holding	—	—		—	135,000	I	See footnote
Common Stock^F6	holding	—	—		—	184,249	I	See footnote
Common Stock^F7	holding	—	—		—	184,249	I	See footnote
Common Stock^F8	holding	—	—		—	205,000	I	See footnote
Common Stock^F9	holding	—	—		—	99,593	I	See footnote

Table II — derivative securities

Security	Conv. / exercise price	Date	Code	Shares	A/D	Exercisable	Expires	Underlying	Underlying shares	Owned after	D/I
Restricted Stock Unit^F1,F10	—	Aug 28, 2026	M	5,359	D	—	—	Common Stock	5,359	0	D
Restricted Stock Unit^F1,F11	—	Aug 28, 2026	M	3,658	D	—	—	Common Stock	3,658	14,631	D
Restricted Stock Unit^F1,F12	—	Aug 28, 2026	M	8,310	D	—	—	Common Stock	8,310	66,477	D
Performance Stock Units^F2,F13	—	Aug 28, 2026	M	6,661	D	—	—	Common Stock	6,661	26,643	D
Restricted Stock Unit^F1,F14	—	Aug 28, 2026	M	7,300	D	—	—	Common Stock	7,300	58,400	D
Performance Stock Units^F2,F15	—	Aug 28, 2026	M	17,632	D	—	—	Common Stock	17,632	35,261	D

Explanation of responses

F1Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
F10The 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.
F11The 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.
F12The 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.
F13The 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.
F14The 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.
F15The 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.
F2Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
F3Represents shares withheld to satisfy tax withholding obligation in connection with the vesting of RSUs and PSUs.
F4The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
F5The 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.
F6The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
F7The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
F8The shares are held by the Makahakama Foundation.
F9The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.