Form 4: BILL Holdings COO Gifts Shares to Donor Fund

BILL Holdings COO John R. Rettig gifted 10,500 shares of common stock to a donor-advised fund.

Summary

• John R. Rettig, Chief Operating Officer (COO) of BILL Holdings, Inc. (BILL), reported a transaction involving the company's common stock.
• On December 4, 2025, Mr. Rettig disposed of 10,500 shares of Common Stock through a gift to a donor-advised fund.
• The transaction was executed at a price of $0 per share, consistent with a gift.
• Following this transaction, Mr. Rettig directly owns 126,581 shares of Common Stock.
• Additionally, 69,974 shares are indirectly beneficially owned through the Rettig Living Trust U/A DTD 12/02/2020, of which Mr. Rettig and his spouse are co-trustees.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift transaction, which is generally neutral in sentiment as it does not reflect operational performance or strategic changes.

Future Outlook

This filing does not contain any forward-looking statements or guidance.

Industry Context

This is a routine insider transaction report (Form 4) and does not provide information related to broader industry trends or competitive landscape.

Stakeholder Impact

• Shareholders: A minor reduction in direct beneficial ownership by a key executive, but the shares were gifted, not sold for cash, indicating no immediate liquidity event for the executive.

Key Dates

Keywords

BILL Holdings, BILL, John R. Rettig, COO, Insider Transaction, Form 4, Common Stock, Gift, Donor Advised Fund