Lacerte Rene A. — SEC Form 4 filings
SEC reporting owner CIK 1795497. 19 Form 4 filings on record with FilingPulse; latest filed 2026-09-17.
Transaction summary — filings shown
Covers all 19 filings on record, filed 2024-03-01 to 2026-09-17. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 4 legs across 1 filing — 42,248 shares, $2,095,349 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 10 legs across 1 filing — 257,243 shares, $12,529,255 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 105.
- Largest priced transaction: sale of 100,899 shares @ $48.59 ($4,902,228) in BILL Holdings, Inc., filed 2026-09-04.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| BILL Holdings, Inc. (BILL) | CEO, Director | 19 | 4 legs · 42,248 sh · $2,095,349 | 10 legs · 257,243 sh · $12,529,255 | 105 |
Form 4 filings — Lacerte Rene A.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-17 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 116,619 (derivative) @ $0 | EDGAR |
| 2026-09-04 | 4 | BILL Holdings, Inc. (BILL) | Sale (S): 40,357 @ $48.00 · Sale (S): 100,899 @ $48.59 · Sale (S): 11,765 @ $48.01 · Sale (S): 26,974 @ $48.59 · Sale (S): 10,636 @ $48.01 · Sale (S): 24,364 @ $48.59 · +4 more | EDGAR |
| 2026-09-01 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 24,627 · Option exercise (M): 24,293 · Tax withholding (F): 24,896 @ $50.31 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · Option exercise (M): 8,310 (derivative) @ $0 · +3 more | EDGAR |
| 2026-08-19 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 52,893 (derivative) @ $0 | EDGAR |
| 2026-06-01 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 24,626 · Option exercise (M): 6,660 · Tax withholding (F): 15,922 @ $34.85 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · Option exercise (M): 8,309 (derivative) @ $0 · +2 more | EDGAR |
| 2026-03-03 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 24,627 · Option exercise (M): 6,661 · Tax withholding (F): 12,649 @ $44.19 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · Option exercise (M): 8,310 (derivative) @ $0 · +2 more | EDGAR |
| 2025-12-09 | 4 | BILL Holdings, Inc. (BILL) | Gift (G): 15,190 @ $0 | EDGAR |
| 2025-12-02 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 24,624 · Option exercise (M): 6,661 · Tax withholding (F): 15,889 @ $50.15 · Option exercise (M): 5,358 (derivative) @ $0 · Option exercise (M): 3,657 (derivative) @ $0 · Option exercise (M): 8,309 (derivative) @ $0 · +2 more | EDGAR |
| 2025-09-17 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 87,600 (derivative) @ $0 | EDGAR |
| 2025-09-02 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 20,113 · Option exercise (M): 29,012 · Tax withholding (F): 24,948 @ $49.20 · Option exercise (M): 2,786 (derivative) @ $0 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · +3 more | EDGAR |
| 2025-08-21 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 79,931 (derivative) @ $0 | EDGAR |
| 2025-05-30 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 20,111 · Option exercise (M): 2,367 · Tax withholding (F): 11,420 @ $44.48 · Option exercise (M): 2,785 (derivative) @ $0 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · +2 more | EDGAR |
| 2025-03-04 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 20,112 · Option exercise (M): 2,368 · Tax withholding (F): 8,789 @ $55.20 · Option exercise (M): 2,785 (derivative) @ $0 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,658 (derivative) @ $0 · +2 more | EDGAR |
| 2024-12-02 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 20,110 · Option exercise (M): 2,367 · Tax withholding (F): 11,395 @ $90.22 · Option exercise (M): 2,785 (derivative) @ $0 · Option exercise (M): 5,359 (derivative) @ $0 · Option exercise (M): 3,657 (derivative) @ $0 · +2 more | EDGAR |
| 2024-09-18 | 4 | BILL Holdings, Inc. (BILL) | Grant/award (A): 132,953 (derivative) @ $0 · Grant/award (A): 79,772 (derivative) @ $0 · Grant/award (A): 53,181 (derivative) @ $0 | EDGAR |
| 2024-08-29 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 2,785 · Option exercise (M): 5,359 · Option exercise (M): 3,658 · Option exercise (M): 2,367 · Tax withholding (F): 7,183 @ $52.31 · Option exercise (M): 2,785 (derivative) @ $0 · +3 more | EDGAR |
| 2024-08-26 | 4 | BILL Holdings, Inc. (BILL) | Purchase (P): 6,623 @ $49.18 · Purchase (P): 14,501 @ $49.79 · Purchase (P): 6,622 @ $49.18 · Purchase (P): 14,502 @ $49.79 | EDGAR |
| 2024-05-30 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 10,000 · Option exercise (M): 2,786 · Option exercise (M): 5,359 · Option exercise (M): 3,658 · Option exercise (M): 2,368 · Tax withholding (F): 12,251 @ $51.90 · +5 more | EDGAR |
| 2024-03-01 | 4 | BILL Holdings, Inc. (BILL) | Option exercise (M): 10,000 · Option exercise (M): 2,785 · Option exercise (M): 5,359 · Option exercise (M): 3,658 · Option exercise (M): 2,367 · Tax withholding (F): 9,966 @ $63.76 · +5 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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