BILL Holdings, Inc. (BILL) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-03-03

Key Insights

Kenneth A. Moss, the Chief Technology Officer, exercised 25,330 restricted stock units (RSUs) and performance stock units (PSUs) on 2026-02-28, indicating continued commitment to the company.
Moss sold 9,772 shares to cover tax withholding obligations, suggesting a focus on maintaining his equity position in BILL Holdings.
The vesting schedules of Moss's RSUs and PSUs indicate a multi-year incentive structure, aligning his interests with long-term shareholder value creation.

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Earlier Insider Trading filings

Filed: 2026-03-03

Mary Kay Bowman, EVP of Payments and Financial Services, has exercised 18,935 RSUs and PSUs, indicating her continued commitment to the company.
Bowman has also sold 5,063 shares to cover tax withholding obligations, suggesting she is not liquidating a significant portion of her holdings.
The vesting schedules for Bowman's RSUs and PSUs indicate she is incentivized to drive the company's long-term success through her leadership role.

Filed: 2026-03-03

Insider John R. Rettig, the COO of BILL Holdings, Inc., exercised 25,815 stock options and restricted stock units in February 2026, indicating ongoing confidence in the company's future performance.
Rettig also sold 9,870 shares to cover tax withholding obligations, suggesting he is holding onto the majority of his vested equity awards.
The insider's total beneficial ownership increased to 212,500 shares, representing a significant stake in the company and aligning his interests with those of shareholders.

Filed: 2026-03-03

Rene A. Lacerte, the CEO and a director of BILL Holdings, Inc., has engaged in a series of stock transactions, including exercising restricted stock units (RSUs) and performance stock units (PSUs) and selling a portion of the shares to cover tax withholding obligations.
Lacerte holds a significant amount of BILL Holdings stock, both directly and indirectly through various trusts and foundations, indicating his substantial ownership stake and alignment with shareholders.
The vesting schedules of the RSUs and PSUs suggest continued commitment from the CEO to the long-term success of the company.

Filed: 2026-01-20

Insider Daniel A. Wernikoff, a Director at BILL Holdings, Inc., exercised 1,531 restricted stock units on January 15, 2026, indicating his continued commitment to the company.
The vesting schedule for Wernikoff's restricted stock units shows a gradual increase in his equity ownership over the next 3 years, which could signal his confidence in the company's long-term prospects.
Wernikoff's direct ownership of 1,531 shares following the transaction represents a small portion of his overall beneficial ownership, suggesting he may be diversifying his portfolio or maintaining a balanced position in the company.

Filed: 2026-01-20

Keri Gohman, a director at BILL Holdings, Inc., has acquired 1,531 shares of common stock through the vesting of restricted stock units (RSUs).
The RSUs vest over a three-year period, with 1/3 of the total shares vesting annually on January 15th.
This transaction indicates that Gohman, a director, has confidence in the company's long-term growth prospects and is increasing her ownership stake.

Other reports for BILL Holdings, Inc.

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Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.