=== SEC Form 4 — Statement of Changes in Beneficial Ownership ===
Document Type: 4
Period of Report: 2026-09-02
10b5-1 Pre-arranged Plan: No
--- Issuer ---
Name: BILL Holdings, Inc. (BILL)
CIK: 0001786352
--- Reporting Owner ---
Name: Lacerte Rene A.
CIK: 0001795497
Role: Director, Officer (CEO)
--- Non-Derivative Transactions ---
[Transaction #1]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -40,357 | Price: $48.00
Total Value: $1,937,018.96
Shares Owned After: 100,899 | Ownership: D (Direct)
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F2] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.25 to $48.245 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.
[Transaction #2]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -100,899 | Price: $48.59
Total Value: $4,902,228.36
Shares Owned After: 0 | Ownership: D (Direct)
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F3] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.25 to $48.83 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.
[Transaction #3]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -11,765 | Price: $48.01
Total Value: $564,867.06
Shares Owned After: 87,828 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F4] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 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.
[F5] The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
[Transaction #4]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -26,974 | Price: $48.59
Total Value: $1,310,777.25
Shares Owned After: 60,854 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F6] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 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.
[F5] The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
[Transaction #5]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -10,636 | Price: $48.01
Total Value: $510,660.95
Shares Owned After: 194,364 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F7] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 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.
[F8] The shares are held by the Makahakama Foundation.
[Transaction #6]
Security: Common Stock
Date: 2026-09-02 | Code: S (Open market sale)
Shares: -24,364 | Price: $48.59
Total Value: $1,183,946.65
Shares Owned After: 170,000 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F9] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 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.
[F8] The shares are held by the Makahakama Foundation.
[Transaction #7]
Security: Common Stock
Date: 2026-09-03 | Code: S (Open market sale)
Shares: -10,970 | Price: $49.86
Total Value: $547,003.69
Shares Owned After: 173,279 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F10] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.20 to $50.19 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.
[F11] The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
[Transaction #8]
Security: Common Stock
Date: 2026-09-03 | Code: S (Open market sale)
Shares: -10,154 | Price: $50.50
Total Value: $512,751.61
Shares Owned After: 163,125 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F12] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.21 to $50.80 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.
[F11] The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
[Transaction #9]
Security: Common Stock
Date: 2026-09-03 | Code: S (Open market sale)
Shares: -15,372 | Price: $50.01
Total Value: $768,827.51
Shares Owned After: 168,877 | Ownership: I (Indirect) | Nature: See foornote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F13] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.4750 to $50.47 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.
[F14] The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
[Transaction #10]
Security: Common Stock
Date: 2026-09-03 | Code: S (Open market sale)
Shares: -5,752 | Price: $50.62
Total Value: $291,172.57
Shares Owned After: 163,125 | Ownership: I (Indirect) | Nature: See footnote
Footnotes:
[F1] The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
[F15] The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.48 to $50.80 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.
[F14] The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
--- Holdings ---
[Holding #1]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F16] The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
[Holding #2]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F17] 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.
[Holding #3]
Security: Common Stock
Ownership: I (Indirect)
Footnotes:
[F17] 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.
--- Footnotes (Complete Index) ---
F1: The sale reported on this Form 4 was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on June 3, 2026.
F10: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.20 to $50.19 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.
F11: The shares are held by a trust for which the Reporting Person and his spouse serve as trustees.
F12: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.21 to $50.80 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.
F13: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.4750 to $50.47 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.
F14: The shares are held by an additional trust for which the Reporting Person and his spouse serve as trustees.
F15: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.48 to $50.80 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.
F16: The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
F17: 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.
F2: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.25 to $48.245 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.
F3: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.25 to $48.83 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.
F4: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 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.
F5: The shares are held by Makahakama Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.
F6: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 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.
F7: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $47.27 to $48.26 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.
F8: The shares are held by the Makahakama Foundation.
F9: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.27 to $48.83 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.
--- Signature ---
/s/ /s/ Michael Dunn, Attorney-in-Fact (2026-09-04)