Form 4: BILL Holdings CFO John R. Rettig Reports Stock Transactions
SEC Form 4 Filing
CFO of BILL Holdings, John R. Rettig, reports multiple transactions involving common stock and restricted/performance stock units on May 28, 2024.
Summary
- On May 28, 2024, John R. Rettig, CFO of BILL Holdings, executed multiple transactions involving the company's common stock.
- These transactions included the vesting of restricted stock units (RSUs) and performance stock units (PSUs), resulting in the acquisition of common stock.
- Shares were also withheld to cover tax obligations related to the vesting of these units.
- Following these transactions, Rettig directly owns 62,933 shares of common stock and indirectly owns 59,350 shares through a living trust.
- The reported transactions were filed with the SEC on May 30, 2024.
Sentiment
Score: 5
Explanation: The document is a standard SEC filing related to stock transactions by a company insider, and does not inherently convey positive or negative sentiment.
Industry Context
Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. These filings are closely watched by investors seeking insights into management's perspective on the company's stock.
Stakeholder Impact
- The transactions may be of interest to shareholders as they provide insight into the actions of a key executive.
Key Dates
| Date | Description |
|---|---|
| 12/02/2020 | Date of Rettig Living Trust U/A DTD |
| 08/28/2020 | Beginning date for vesting of some RSUs in 16 equal quarterly installments |
| 08/28/2021 | Beginning date for vesting of some RSUs in 16 equal quarterly installments |
| 02/28/2022 | Beginning date for vesting of some RSUs in 16 equal quarterly installments |
| 08/28/2022 | Beginning date for vesting of some RSUs in 16 equal quarterly installments |
| 08/28/2023 | 1/3rd of PSUs vest |
| 11/28/2023 | Beginning date for vesting of some RSUs in 16 equal quarterly installments |
| 05/28/2024 | Date of reported transactions (vesting of RSUs and PSUs, tax withholding) |
| 05/30/2024 | Date of SEC filing |
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