Transaction · 0001795497-26-000004

Lacerte Rene A.

Lacerte Rene A., CEO, reported a transaction classified as exercise at BILL Holdings, Inc. involving 3658.000000 shares for an estimated $0.00. Reported holdings after the transaction were 14631.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

exerciseSEC transaction code MCEO
BILLBILL Holdings, Inc.
Filing timeSep 01
Trade dateAug 28, 2026
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$47.62
Pre-filing
1mo ago -0.4%1w ago +0.4%1d ago +2.6%
Returns since
7d +0.0%30d +0.0%90d +0.0%180d +0.0%1y +0.0%

BILL price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
BILL since 2026-09-01Filed 2 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
exercise
Code M
Identifier
0001795497-26-000004
Restricted Stock Unit
Transaction date
Aug 28, 2026
Filed Sep 01, 2026, 09:26 PM · 4d delay
Shares
3.65k sh
$0 per share
Estimated value
$0
Computed from shares × price
Holdings after
14.6k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Derivative Transaction Direct Ownership Large Holdings Reduction
-10score
Filing-only score

-10

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

CEO

Officer YesDirector Yes10% NoOther No
Footnotes & amended
  1. F1

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

  2. F2

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

  3. F3

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

  4. F4

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

  5. 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.

  6. F6

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

  7. F7

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

  8. F8

    The shares are held by the Makahakama Foundation.

  9. F9

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

  10. 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.

  11. 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.

  12. 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.

  13. 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…

  14. 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.

  15. 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 Per…

Original filing · 0001795497-26-000004
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