Transaction · 0001795497-26-000004

Lacerte Rene A.

Lacerte Rene A., CEO, reported a transaction classified as exercise at BILL Holdings, Inc. involving 17632.000000 shares for an estimated $0.00. Reported holdings after the transaction were 35261.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

exerciseSEC transaction code MCEO
BILLBILL Holdings, Inc.
Trade date
Aug 28, 2026
Filing date
Sep 01, 2026
View on SEC Insider profile
Estimated value$0Shares × reported price
Shares traded17.6k$0.00 per share
Holdings after35.2kDirect
% of reported position tradedUnavailableThis security and ownership context
How reported position traded is calculated

Not calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

BILL price since this filing

Daily closing prices, with the filing date and available return windows
BILL · Daily closing priceLoading daily prices…
Filing dateReturn windows appear as prices become available.
Pre-filing1mo ago -0.4%1w ago +0.4%1d ago +2.6%
Returns since7d -0.0%30d -8.1%90d180d1y

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
exercise
Code M
Identifier
0001795497-26-000004
Performance Stock Units
Transaction date
Aug 28, 2026
Filed Sep 01, 2026, 09:26 PM · 4d delay
Shares
17,632 sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
35,261 sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Derivative Transaction Direct Ownership Large Holdings Reduction
Filing-only score

-10 points

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.

How this score is calculated
  • direct_ownership+6 points

    direct_or_indirect_ownership = D

    Direct ownership reports the insider's personal stake.
  • derivative_transaction-16 points

    is_derivative = true

    Derivative exercise rows are less discretionary than open-market purchases.
Read the scoring methodology

Signed filing-only points, not a probability or expected return. Version v1.

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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