0001415889-24-014928.txt : 20240530 0001415889-24-014928.hdr.sgml : 20240530 20240530185132 ACCESSION NUMBER: 0001415889-24-014928 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240528 FILED AS OF DATE: 20240530 DATE AS OF CHANGE: 20240530 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Rettig John R. CENTRAL INDEX KEY: 0001550715 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-39149 FILM NUMBER: 241007087 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] ORGANIZATION NAME: 06 Technology 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 form4-05302024_100528.xml X0508 4 2024-05-28 0001786352 BILL Holdings, Inc. BILL 0001550715 Rettig John R. C/O BILL HOLDINGS, INC. 6220 AMERICA CENTER DR., SUITE 100 SAN JOSE CA 95002 false true false false CFO 0 Common Stock 2024-05-28 4 M 0 3750 A 50839 D Common Stock 2024-05-28 4 M 0 1114 A 51953 D Common Stock 2024-05-28 4 M 0 2187 A 54140 D Common Stock 2024-05-28 4 M 0 4287 A 58427 D Common Stock 2024-05-28 4 M 0 2613 A 61040 D Common Stock 2024-05-28 4 M 0 1893 A 62933 D Common Stock 2024-05-28 4 F 0 8033 51.90 D 54900 D Common Stock 59350 I See footnote Restricted Stock Unit 2024-05-28 4 M 0 3750 0 D Common Stock 3750 0 D Restricted Stock Unit 2024-05-28 4 M 0 1114 0 D Common Stock 1114 5571 D Restricted Stock Unit 2024-05-28 4 M 0 2187 0 D Common Stock 2187 13125 D Restricted Stock Unit 2024-05-28 4 M 0 4287 0 D Common Stock 4287 38584 D Restricted Stock Unit 2024-05-28 4 M 0 2613 0 D Common Stock 2613 33965 D Performance Stock Units 2024-05-28 4 M 0 1893 0 D Common Stock 1893 9470 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 the Issuer's Common Stock. Represents shares withheld to satisfy the tax withholding obligation in connection with the vesting of RSUs and PSUs. 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 2024-05-30