BILL Holdings, Inc. (BILL)
NYSE: BILL · Services-Prepackaged Software · San Jose, CA · filing with the SEC since 2019
Grade5.2
◀ Past 6.8● Present 5.4▶ Future 4.0
Who runs BILL Holdings, Inc.
Officers and directors as they report to the SEC on Forms 3, 4 and 5, named as filedChief executive, as filed
Lacerte Rene A.
CEO. First filing Dec 2019, latest Nov 10, 2026, 58 filings in all.
Officers reporting now
8
of 22 people with a filing in the last fifteen months
Directors reporting now
14
36 people on the record since 2019
Officerssales are open-market, Nov 10, 2025 to Nov 10, 2026
| Name | Title as filed | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Lacerte Rene A. | CEO | Dec 2019 | Nov 10, 2026 | 13 · $15.7M |
| Jain Rohini | Chief Financial Officer | Jul 2025 | Sep 17, 2026 | 2 · $1.6M |
| Cieri Michael | Chief Product Officer | May 2025 | Sep 17, 2026 | 4 · $1.7M |
| Moss Kenneth A | Chief Technology Officer | Oct 2024 | Jun 1, 2026 | none |
| Bowman Mary Kay | EVP, Payments and Financial Services | Oct 2024 | Jun 1, 2026 | none |
| Rettig John R. | COO | Dec 2019 | Mar 3, 2026 | none |
| Cota Germaine | SVP, FINANCE & ACCOUNTING | Jan 2022 | Dec 3, 2025 | 1 · $100,000 |
| Aji Rajesh A. | CLO & CCO | Dec 2019 | Sep 4, 2025 | none |
Directorssales are open-market, Nov 10, 2025 to Nov 10, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Feld Peter A | director | Oct 2025 | Oct 20, 2026 | none |
| Kirkpatrick Lee | director | Oct 2025 | Oct 20, 2026 | none |
| Gohman Keri | director | Jan 2025 | Jan 20, 2026 | none |
| Wernikoff Daniel A | director | Jan 2025 | Jan 20, 2026 | none |
| Alvarez Aida | director | May 2022 | Dec 15, 2025 | none |
| Derse Natalie Marie | director | Dec 2025 | Dec 15, 2025 | none |
| Hornik David | director | Dec 2019 | Dec 15, 2025 | none |
| Johnson Elizabeth S. | director | Dec 2025 | Dec 15, 2025 | none |
| Kline Katherine M. A. | director | Oct 2020 | Dec 15, 2025 | none |
| Mnookin Allison | director | Dec 2019 | Dec 15, 2025 | none |
| Reich Tina | director | Jul 2022 | Dec 15, 2025 | none |
| Wagonfeld Alison | director | Oct 2022 | Dec 15, 2025 | none |
| Cakebread Steven | director | Dec 2019 | Dec 9, 2025 | none |
| Jacobs Brian | director | Dec 2019 | Dec 9, 2025 | none |
Owners of more than 10% of a classsales are open-market, Nov 10, 2025 to Nov 10, 2026
| Name | Role | First filing | Latest filing | Sales, 12 months |
|---|---|---|---|---|
| Smith Jeffrey C | 10% owner | Aug 2026 | Aug 31, 2026 | none |
| Starboard Principal Co Gp LLC | 10% owner | Aug 2026 | Aug 31, 2026 | none |
| Starboard Principal Co LP | 10% owner | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value & Opportunity Master Fund L LP | other | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value & Opportunity Master Fund Ltd | other | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value & Opportunity S LLC | other | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value Gp LLC | 10% owner | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value L LP | other | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value LP | 10% owner | Aug 2026 | Aug 31, 2026 | none |
| Starboard Value R Gp LLC | other | Aug 2026 | Aug 31, 2026 | none |
| Starboard X Master Fund Ltd | other | Aug 2026 | Aug 31, 2026 | none |
Earlier names on the record20, newest filing first
Fisher Stephen · director · last filing Dec 2024Kight Peter J · director · last filing Dec 2024Wagner Scott · director · last filing Dec 2024Padelford Loren · officer · last filing Mar 2024O'Driscoll Rory · director · last filing Dec 2022Chung Bora · officer · last filing Oct 2022Murray Blake Thomas · officer · last filing Aug 2022Taylor Colleen · director · last filing Mar 2022Piaker Steven F · director · last filing Feb 2022Lenhard Mark · officer · last filing Nov 2021Clayton Thomas J. · officer · last filing Sep 2021Mawhinney Thomas · director · last filing Nov 2020Chao David K · director · last filing Oct 2020August Capital Management V, L.L.C. · 10% owner · last filing May 2020August Capital V Special Opportunities, L.P. · 10% owner · last filing May 2020August Capital V, L.P. · 10% owner · last filing May 2020Hartenbaum Howard · 10% owner · last filing May 2020Dcm Affiliates Fund IV, L.P. · director · last filing May 2020Dcm IV, L.P. · 10% owner · last filing May 2020August Capital Strategic Partners V, L.P. · 10% owner · last filing Dec 2019
A person is listed as reporting now after a filing in the last fifteen months. The record shows when someone last filed; it does not say why they stopped. Each name links to the filings on sec.gov.