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: 9/1/2026ACC: 0001795497-26-000004

InsiderLACERTE RENE A.CIK 1795497

→

IssuerBILL HOLDINGS, INC.CIK 1786352

DirectorOfficer· President and CEO

Since Dec 2019

-24.90K

Net shares

Net seller

$1.25M

Total sold

0

Open market trades

0B · 0S

9

Total transactions

48.92K acquired · 73.82K disposed

Non-Derivative Transactions3

Common Stock

Direct

M · Option Exercise

Shares

+24.63K

Price / share

—

Trade value

—

% of position

21.0%

8/28/2026

117.23K→141.86K

Common Stock

Direct

M · Option Exercise

Shares

+24.29K

Price / share

—

Trade value

—

% of position

17.1%

8/28/2026

141.86K→166.15K

Common Stock

Direct

F · Tax Withholding

Shares

−24.90K

Price / share

$50.31

Trade value

$1.25M

% of position

15.0%

8/28/2026

166.15K→141.26K

Total

Net shares

+24.02K

Net value

-$1.25M

Security	Date	Type	Shares	Price / Share	Trade Value	% of Position	Held Before	Held After
Common Stock Direct	8/28/2026	M · Option Exercise	+24.63K	—	—	21.0%	117.23K	141.86K
Common Stock Direct	8/28/2026	M · Option Exercise	+24.29K	—	—	17.1%	141.86K	166.15K
Common Stock Direct	8/28/2026	F · Tax Withholding	−24.90K	$50.31	$1.25M	15.0%	166.15K	141.26K
Total			+24.02K		-$1.25M

Derivative Transactions6

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

5.36K shares

Shares

−5.36K

Strike price

Held after

0.00

Exercisable

—

8/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

3.66K shares

Shares

−3.66K

Strike price

Held after

14.63K

Exercisable

—

8/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

8.31K shares

Shares

−8.31K

Strike price

Held after

66.48K

Exercisable

—

8/28/2026

Performance Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

6.66K shares

Shares

−6.66K

Strike price

Held after

26.64K

Exercisable

—

8/28/2026

Restricted Stock Unit

Direct

M · Option Exercise

Converts to

Common Stock

7.30K shares

Shares

−7.30K

Strike price

Held after

58.40K

Exercisable

—

8/28/2026

Performance Stock Units

Direct

M · Option Exercise

Converts to

Common Stock

17.63K shares

Shares

−17.63K

Strike price

Held after

35.26K

Exercisable

—

8/28/2026

Security	Converts To	Date	Type	Shares	Strike Price	Exercisable	Held After
Restricted Stock Unit Direct	Common Stock5.36K shares	8/28/2026	M · Option Exercise	−5.36K		—	0.00
Restricted Stock Unit Direct	Common Stock3.66K shares	8/28/2026	M · Option Exercise	−3.66K		—	14.63K
Restricted Stock Unit Direct	Common Stock8.31K shares	8/28/2026	M · Option Exercise	−8.31K		—	66.48K
Performance Stock Units Direct	Common Stock6.66K shares	8/28/2026	M · Option Exercise	−6.66K		—	26.64K
Restricted Stock Unit Direct	Common Stock7.30K shares	8/28/2026	M · Option Exercise	−7.30K		—	58.40K
Performance Stock Units Direct	Common Stock17.63K shares	8/28/2026	M · Option Exercise	−17.63K		—	35.26K

Non-Derivative Holdings (Post-Transaction)7

Common Stock

Indirect

Shares owned135K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned205K

Common Stock

Indirect

Shares owned99.59K

Common Stock

Indirect

Shares owned184.25K

Common Stock

Indirect

Shares owned1.71M

Common Stock

Indirect

Shares owned135K

Total

2.65M indirect2.65M

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

Derivative Holdings (Post-Transaction)0

No derivative holdings reported