0001209191-23-057029.txt : 20231130 0001209191-23-057029.hdr.sgml : 20231130 20231130193043 ACCESSION NUMBER: 0001209191-23-057029 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231128 FILED AS OF DATE: 20231130 DATE AS OF CHANGE: 20231130 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Rettig John R. CENTRAL INDEX KEY: 0001550715 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39149 FILM NUMBER: 231457150 MAIL ADDRESS: STREET 1: C/O BILL HOLDINGS, INC. STREET 2: 6220 AMERICA CENTER DR., SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: BILL Holdings, Inc. CENTRAL INDEX KEY: 0001786352 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-PREPACKAGED SOFTWARE [7372] IRS NUMBER: 832661725 FISCAL YEAR END: 0630 BUSINESS ADDRESS: STREET 1: 6220 AMERICA CENTER DR. STREET 2: SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 BUSINESS PHONE: (650) 621-7700 MAIL ADDRESS: STREET 1: 6220 AMERICA CENTER DR. STREET 2: SUITE 100 CITY: SAN JOSE STATE: CA ZIP: 95002 FORMER COMPANY: FORMER CONFORMED NAME: Bill.com Holdings, Inc. DATE OF NAME CHANGE: 20190823 4 1 doc4.xml FORM 4 SUBMISSION X0508 4 2023-11-28 0 0001786352 BILL Holdings, Inc. BILL 0001550715 Rettig John R. C/O BILL HOLDINGS, INC. 6220 AMERICA CENTER DR., SUITE 100 SAN JOSE CA 95002 0 1 0 0 CFO 0 Common Stock 2023-11-28 4 M 0 3750 A 32616 D Common Stock 2023-11-28 4 M 0 1114 A 33730 D Common Stock 2023-11-28 4 M 0 2187 A 35917 D Common Stock 2023-11-28 4 M 0 4287 A 40204 D Common Stock 2023-11-28 4 M 0 2612 A 42816 D Common Stock 2023-11-28 4 M 0 1893 A 44709 D Common Stock 2023-11-29 4 S 0 3661 66.9824 D 41048 D Common Stock 2023-11-29 4 S 0 4004 67.7346 D 37044 D Common Stock 2023-11-29 4 S 0 293 68.4041 D 36751 D Common Stock 59350 I By Trust Restricted Stock Units 2023-11-28 4 M 0 3750 0.00 D Common Stock 3750 7500 D Restricted Stock Units 2023-11-28 4 M 0 1114 0.00 D Common Stock 1114 7799 D Restricted Stock Units 2023-11-28 4 M 0 2187 0.00 D Common Stock 2187 17500 D Restricted Stock Units 2023-11-28 4 M 0 4287 0.00 D Common Stock 4287 47158 D Restricted Stock Units 2023-11-28 4 M 0 2612 0.00 D Common Stock 2612 39191 D Performance Stock Units 2023-11-28 4 M 0 1893 0.00 D Common Stock 1893 13256 D Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock. Each Performance Stock Unit ("PSU") represents a conditional right to receive one share of Common Stock, subject to the continuing service of the Reporting Person on each vesting date. The sale of shares is for the sole purpose of covering the Reporting Person's tax liability with respect to the settlement of RSUs and PSUs. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $66.325 to $67.32 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. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.325 to $68.32 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. The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.33 to $68.42 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. The shares are held by the Rettig Living Trust U/A DTD 12/02/2020, of which the reporting holder and his spouse are co-trustees. The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date. The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date. The RSUs vest in 16 equal quarterly installments over four years, beginning February 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date. 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. The PSUs vest over three years; 1/3rd vests on August 28, 2023, 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. /s/ Rajesh Aji, Attorney-in-Fact 2023-11-30