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: 6/1/2026ACC: 0001795497-26-000002

InsiderLACERTE RENE A.CIK 1795497

→

IssuerBILL HOLDINGS, INC.CIK 1786352

DirectorOfficer· President and CEO

Since Dec 2019

-15.92K

Net shares

Net seller

$554.9K

Total sold

0

Open market trades

0B · 0S

8

Total transactions

31.29K acquired · 47.21K disposed

Non-Derivative Transactions3

Common Stock

Direct

M · Option Exercise

Shares

+24.63K

Price / share

—

Trade value

—

% of position

24.2%

5/28/2026

101.87K→126.49K

Common Stock

Direct

M · Option Exercise

Shares

+6.66K

Price / share

—

Trade value

—

% of position

5.3%

5/28/2026

126.49K→133.15K

Common Stock

Direct

F · Tax Withholding

Shares

−15.92K

Price / share

$34.85

Trade value

$554.88K

% of position

12.0%

5/28/2026

133.15K→117.23K

Total

Net shares

+15.36K

Net value

-$554.88K

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Stock Direct	5/28/2026	M · Option Exercise	+24.63K	—	—	24.2%	101.87K	126.49K
Common Stock Direct	5/28/2026	M · Option Exercise	+6.66K	—	—	5.3%	126.49K	133.15K
Common Stock Direct	5/28/2026	F · Tax Withholding	−15.92K	$34.85	$554.88K	12.0%	133.15K	117.23K
Total			+15.36K		-$554.88K

Derivative Transactions5

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

5.36K shares

Shares

−5.36K

Strike price

Held after

5.36K

Exercisable

—

5/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

3.66K shares

Shares

−3.66K

Strike price

Held after

18.29K

Exercisable

—

5/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

8.31K shares

Shares

−8.31K

Strike price

Held after

74.79K

Exercisable

—

5/28/2026

Performance Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

6.66K shares

Shares

−6.66K

Strike price

Held after

33.30K

Exercisable

—

5/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

7.30K shares

Shares

−7.30K

Strike price

Held after

65.70K

Exercisable

—

5/28/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Unit Direct	Common Stock5.36K shares	5/28/2026	M · Option Exercise	−5.36K		—	5.36K
Restricted Stock Unit Direct	Common Stock3.66K shares	5/28/2026	M · Option Exercise	−3.66K		—	18.29K
Restricted Stock Unit Direct	Common Stock8.31K shares	5/28/2026	M · Option Exercise	−8.31K		—	74.79K
Performance Stock Units Direct	Common Stock6.66K shares	5/28/2026	M · Option Exercise	−6.66K		—	33.30K
Restricted Stock Unit Direct	Common Stock7.30K shares	5/28/2026	M · Option Exercise	−7.30K		—	65.70K

Non-Derivative Holdings (Post-Transaction)7

Common Stock

Indirect

Shares owned1.71M

Common Stock

Indirect

Shares owned205K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned135K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned135K

Common Stock

Indirect

Shares owned99.59K

Total

2.65M indirect2.65M

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

Derivative Holdings (Post-Transaction)0

No derivative holdings reported

LACERTE RENE A. — Insider Transaction (Form 4) Filed Jun 1, 2026 | Finecho