BILL Holdings, Inc.
For the period ended Jun 30, 2025. Filed Aug 28, 2025.
View on SEC.govAbout this filing
A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed Aug 28, 2025
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Item 9B. Other Information
| Name · Action · Date · Trading Arrangement · Total Shares to be Sold · Expiration Date | ||||||
|---|---|---|---|---|---|---|
| Title · Rule 10b5-1 (1) · Non-Rule 10b5-1 (2) | ||||||
| John Rettig (3) | President and Chief Operating Officer | Adopt | 6/6/2025 | X | 162,438 | 9/12/2026 |
| Rajesh Aji (4) | Chief Legal Officer and Chief Compliance Officer | Adopt | 3/3/2025 | X | 30,962 | 6/12/2026 |
| Germaine Cota (4) | Senior Vice President, Finance and Accounting | Adopt | 2/25/2025 | X | 31,184 | 5/29/2026 |
(1) Intended to satisfy the affirmative defense of Rule 10b5-1(c). The Rule 10b5-1 plan included a representation from the participant to the broker administering the plan that such person was not in possession of any material nonpublic information regarding us or our securities subject to the Rule 10b5-1 plan at the time the Rule 10b5-1 plan was entered into. This representation was made as of the date of adoption of the Rule 10b5-1 plan, and speaks only as of that date. In making this representation, there is no assurance with respect to any material nonpublic information of which the participant was unaware, or with respect to any material nonpublic information acquired by the participant or us after the date of the representation.
(2) Not intended to satisfy the affirmative defense of Rule 10b5-1(c).
(3) Includes certain shares underlying performance-based restricted stock units subject to future determination.
(4) The Rule 10b5-1 plan was inadvertently omitted in Item 5 of Part II of our Quarterly Report on Form 10-Q for the fiscal quarter ended March 31, 2025.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.