# EDGAR Filing Document

**Accession Number:** 0001786352
**File Stem:** 0001209191-23-014991
**Filing Date:** 2023-3
**Character Count:** 8062
**Document Hash:** 6d0d23206d73466a38395a12df9e5e10
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001209191-23-014991.hdr.sgml**: 20230302

**ACCESSION NUMBER**: 0001209191-23-014991

**CONFORMED SUBMISSION TYPE**: 4

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20230228

**FILED AS OF DATE**: 20230302

**DATE AS OF CHANGE**: 20230302

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Lacerte Rene A.
- **CENTRAL INDEX KEY:** 0001795497

**FILING VALUES:**
- **FORM TYPE:** 4
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39149
- **FILM NUMBER:** 23701265

**MAIL ADDRESS:**
- **STREET 1:** C/O BILL HOLDINGS, INC.
- **STREET 2:** 6220 AMERICA CENTER DR., SUITE 100
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95002
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BILL Holdings, Inc.
- **CENTRAL INDEX KEY:** 0001786352
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **IRS NUMBER:** 832261725
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0630

**BUSINESS ADDRESS:**
- **STREET 1:** 6220 AMERICA CENTER DR.
- **STREET 2:** SUITE 100
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95002
- **BUSINESS PHONE:** (650) 621-7700

**MAIL ADDRESS:**
- **STREET 1:** 6220 AMERICA CENTER DR.
- **STREET 2:** SUITE 100
- **CITY:** SAN JOSE
- **STATE:** CA
- **ZIP:** 95002

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Bill.com Holdings, Inc.
- **DATE OF NAME CHANGE:** 20190823

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 4

### STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

[ ] Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Lacerte Rene A.<br><sub>(Last) (First) (Middle)</sub><br>C/O BILL HOLDINGS, INC.<br>6220 AMERICA CENTER DR., SUITE 100<br><sub>(Street)</sub><br>SAN JOSE, CA 95002<br><sub>(City) (State) (Zip)</sub> | **3. Date of Earliest Transaction (Month/Day/Year)**<br>2023-02-28 | **5. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director [ ] 10% Owner<br>[X] Officer (give title below) [ ] Other (specify below)<br>_President and CEO_ |
| **2. Issuer Name and Ticker or Trading Symbol**<br>BILL Holdings, Inc. [ BILL ] | **4. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | 3. Transaction Code (V) | 3. Transaction Code (V) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 4. Securities Acquired (A) or Disposed of (D) | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| 1. Title of Security | 2. Transaction Date | 2A. Deemed Execution Date | Code | V | Amount | (A) or (D) | Price | 5. Amount of Securities Beneficially Owned | 6. Ownership Form | 7. Nature of Indirect Beneficial Ownership |
| Common Stock | 2023-02-28 |  | M |  | 10000 | A | <sup>(1)</sup> | 95021<sup>(2)</sup> | D |  |
| Common Stock | 2023-02-28 |  | M |  | 2786 | A | <sup>(1)</sup> | 97807 | D |  |
| Common Stock | 2023-02-28 |  | M |  | 5359 | A | <sup>(1)</sup> | 103166 | D |  |
| Common Stock |  |  |  |  |  |  |  | 1708749 | I | See Footnote<sup>(3)</sup> |
| Common Stock |  |  |  |  |  |  |  | 135000 | I | See Footnote<sup>(4)</sup> |
| Common Stock |  |  |  |  |  |  |  | 135000 | I | See Footnote<sup>(4)</sup> |
| Common Stock |  |  |  |  |  |  |  | 163125 | I | See Footnote<sup>(5)</sup> |
| Common Stock |  |  |  |  |  |  |  | 163125 | I | See Footnote<sup>(6)</sup> |
| Common Stock |  |  |  |  |  |  |  | 205000 | I | See Footnote<sup>(7)</sup> |

---

## Table II - Derivative Securities

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | 4. Transaction Code (V) | 4. Transaction Code (V) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 5. Number of Derivative Securities Acquired (A) or Disposed of (D) | 6. Date Exercisable and Expiration Date | 6. Date Exercisable and Expiration Date | 7. Title and Amount of Underlying Securities | 7. Title and Amount of Underlying Securities | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | 2. Conversion or Exercise Price | 3. Transaction Date | 3A. Deemed Execution Date | Code | V | (A) | (D) | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 8. Price of Derivative Security | 9. Number of Derivative Securities Beneficially Owned | 10. Ownership Form | 11. Nature of Indirect Beneficial Ownership |
| Restricted Stock Units | <sup>(1)</sup> | 2023-02-28 |  | M |  |  | 10000 | <sup>(8)</sup> | <sup>(8)</sup> | Common Stock | 10000 | $0.00 | 50000 | D |  |
| Restricted Stock Units | <sup>(1)</sup> | 2023-02-28 |  | M |  |  | 2786 | <sup>(9)</sup> | <sup>(9)</sup> | Common Stock | 2786 | $0.00 | 27852 | D |  |
| Restricted Stock Units | <sup>(1)</sup> | 2023-02-28 |  | M |  |  | 5359 | <sup>(10)</sup> | <sup>(10)</sup> | Common Stock | 5359 | $0.00 | 75024 | D |  |

---

### Footnotes:

(1) Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of the Issuer's Common Stock.

(2) Includes 113 shares of Common Stock acquired under the issuer's employee stock purchase plan on February 6, 2023.

(3) The shares are held by Chung Lacerte Trust U/A dated February 15, 2004, Rene A. Lacerte and Joyce A. Chung, Trustees.

(4) The shares are held by a family trust with Rene A. Lacerte and Joyce A. Chung, as Trustors, and Rene A. Lacerte, Joyce A. Chung, and Daniel C. Chung, as Trustees.

(5) The shares are held by Ilio Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.

(6) The shares are held by Nene Irrevocable Trust, Rene Lacerte and Joyce Chung, Trustees.

(7) The shares are held by the Makahakama Foundation.

(8) The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2020, subject to the continuing service of the Reporting Person on each vesting date.

(9) The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2021, subject to the continuing service of the Reporting Person on each vesting date.

(10) The RSUs vest in 16 equal quarterly installments over four years, beginning August 28, 2022, subject to the continuing service of the Reporting Person on each vesting date.

**Signature:** /s/ Rajesh Aji, Attorney-in-Fact  
**Date:** 2023-03-02

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**