SEC Form 4 · accession 0002073970-26-000002
BILL Holdings, Inc. · BILL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Rohini Jain
Officer — Chief Financial Officer
Period of report
Aug 28, 2026
Accepted (ET)
Sep 1, 2026 · 5:25 pm EDT
Rule 10b5-1 plan
yes — trade under a plan
Issuer CIK
0001786352
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Aug 28, 2026 | M | 50,315 | — | A | 50,315 | D | |
| Common StockF2 | Aug 28, 2026 | M | 11,755 | — | A | 62,070 | D | |
| Common StockF3 | Aug 28, 2026 | F | 28,600 | $50.31 | D | 33,470 | D | |
| Common StockF5 | Sep 1, 2026 | S | 29,555 | $47.7997 | D | 3,915 | D | |
| Common StockF6 | Sep 1, 2026 | S | 3,915 | $48.7033 | D | 0 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Restricted Stock UnitF1,F7 | — | Aug 28, 2026 | M | 50,315 | D | — | — | Common Stock | 50,315 | 150,943 | D |
| Performance Stock UnitsF2,F8 | — | Aug 28, 2026 | M | 11,755 | D | — | — | Common Stock | 11,755 | 23,507 | D |
Explanation of responses
- F1Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.
- F2Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of the Issuer's Common Stock.
- F3Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs.
- F4The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on May 30, 2026.
- F5The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.51 to $48.50 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F6The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.51 to $49.05 per share, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- F7The RSUs vest as to 1/4th of the total shares on August 28, 2026, and thereafter 1/16th of the total shares vest quarterly over three years, subject to the continued service of the Reporting Person on each vesting date.
- F8The 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.