LACERTE RENE A.

PrivateCIK: 1795497

Location

SAN JOSE, CA

LACERTE RENE A. (President and CEO) exercised options at BILL HOLDINGS, INC.

Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.

M · 2 exercises

LACERTE RENE A.

Filed: 3/3/2026ACC: 0001795497-26-000001

InsiderLACERTE RENE A.CIK 1795497

→

IssuerBILL HOLDINGS, INC.CIK 1786352

DirectorOfficer· President and CEO

Since Dec 2019

-12.65K

Net shares

Net seller

$559.0K

Total sold

0

Open market trades

0B · 0S

8

Total transactions

31.29K acquired · 43.94K disposed

Non-Derivative Transactions3

Common Stock

Direct

M · Option Exercise

Shares

+24.63K

Price / share

—

Trade value

—

% of position

29.7%

2/28/2026

82.83K→107.45K

Common Stock

Direct

M · Option Exercise

Shares

+6.66K

Price / share

—

Trade value

—

% of position

6.2%

2/28/2026

107.45K→114.11K

Common Stock

Direct

F · Tax Withholding

Shares

−12.65K

Price / share

$44.19

Trade value

$558.96K

% of position

11.1%

2/28/2026

114.11K→101.47K

Total

Net shares

+18.64K

Net value

-$558.96K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Stock Direct	2/28/2026	M · Option Exercise	+24.63K	—	—	29.7%	82.83K	107.45K
Common Stock Direct	2/28/2026	M · Option Exercise	+6.66K	—	—	6.2%	107.45K	114.11K
Common Stock Direct	2/28/2026	F · Tax Withholding	−12.65K	$44.19	$558.96K	11.1%	114.11K	101.47K
Total			+18.64K		-$558.96K

Derivative Transactions5

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

5.36K shares

Shares

−5.36K

Strike price

Held after

10.72K

Exercisable

—

2/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

3.66K shares

Shares

−3.66K

Strike price

Held after

21.95K

Exercisable

—

2/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

8.31K shares

Shares

−8.31K

Strike price

Held after

83.10K

Exercisable

—

2/28/2026

Performance Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

6.66K shares

Shares

−6.66K

Strike price

Held after

39.96K

Exercisable

—

2/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

7.30K shares

Shares

−7.30K

Strike price

Held after

73K

Exercisable

—

2/28/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Unit Direct	Common Stock5.36K shares	2/28/2026	M · Option Exercise	−5.36K		—	10.72K
Restricted Stock Unit Direct	Common Stock3.66K shares	2/28/2026	M · Option Exercise	−3.66K		—	21.95K
Restricted Stock Unit Direct	Common Stock8.31K shares	2/28/2026	M · Option Exercise	−8.31K		—	83.10K
Performance Stock Units Direct	Common Stock6.66K shares	2/28/2026	M · Option Exercise	−6.66K		—	39.96K
Restricted Stock Unit Direct	Common Stock7.30K shares	2/28/2026	M · Option Exercise	−7.30K		—	73K

Non-Derivative Holdings (Post-Transaction)7

Common Stock

Indirect

Shares owned1.71M

Common Stock

Indirect

Shares owned135K

Common Stock

Indirect

Shares owned205K

Common Stock

Indirect

Shares owned99.59K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned135K

Total

2.65M indirect2.65M

Security Title	Shares Owned	Ownership Type
Common Stock	1.71M	Indirect
Common Stock	135K	Indirect
Common Stock	205K	Indirect
Common Stock	99.59K	Indirect
Common Stock	184.25K	Indirect
Common Stock	184.25K	Indirect
Common Stock	135K	Indirect
Total	2.65M	2.65M indirect

Derivative Holdings (Post-Transaction)0

No derivative holdings reported

LACERTE RENE A. — Insider Transaction (Form 4) Filed Mar 3, 2026 | Finecho