BILL

BILL Holdings, Inc.CIK 1786352 ☆ Sign in to watch Congress trades

Open-mkt buys · 90d

—

0 trades · 0 insiders

Open-mkt sales · 90d

$29.32M

26 trades · 3 insiders

Net · 90d

$-29.32M

Insiders on file

AI insights for BILL PRO

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AI insights for BILL

Insider sentiment score with a plain-English explanation, conviction score on every buy, and how the stock performed 30 and 90 days after past insider buys.

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Daily buy vs sell · 90 days

■ Open-market buys (P) ■ Open-market sales (S) · daily dollar value by transaction date

Insiders

Insider	Role	Trades	Bought	Sold	Last trade
Kirkpatrick Lee	Director	3	$0	$0	2026-10-17
Feld Peter A	Director, 10% Owner	3	$0	$0	2026-10-17
Jain Rohini	Chief Financial Officer	19	$0	$3.21M	2026-09-15
Cieri Michael	Chief Product Officer	22	$0	$2.26M	2026-09-15
Lacerte Rene A.	President and CEO	729	$2.10M	$229.72M	2026-09-15
Bowman Mary Kay	See Remarks	25	$0	$0	2026-05-28
Moss Kenneth A	Chief Technology Officer	85	$0	$0	2026-05-28
Rettig John R.	COO	729	$1.04M	$118.62M	2026-02-28
Gohman Keri	Director	4	$0	$0	2026-01-15
Wernikoff Daniel A	Director	4	$0	$0	2026-01-15
Wagonfeld Alison	Director	19	$0	$457.8K	2025-12-11
Reich Tina	Director	17	$0	$0	2025-12-11
DERSE NATALIE MARIE	Director	1	$0	$0	2025-12-11
Johnson Elizabeth S.	Director	1	$0	$0	2025-12-11
Kline Katherine M. A.	Director	20	$0	$0	2025-12-11
Mnookin Allison	Director	67	$0	$10.46M	2025-12-11
Hornik David	Director, 10% Owner	58	$1.00M	$53.55M	2025-12-11
ALVAREZ AIDA	Director	17	$0	$0	2025-12-11
JACOBS BRIAN	Director	89	$2.68M	$58.82M	2025-12-05
CAKEBREAD STEVEN	Director	259	$0	$14.00M	2025-12-05
Cota Germaine	SVP, Finance & Accounting	137	$0	$1.87M	2025-12-02
Aji Rajesh A.	General Counsel & CCO	499	$0	$38.94M	2025-09-02
FISHER STEPHEN	Director	17	$0	$0	2024-12-05
Wagner Scott	Director	15	$507.5K	$0	2024-12-05
KIGHT PETER J	Director	27	$0	$10.84M	2024-12-05
Padelford Loren	CCO	28	$0	$644.3K	2024-02-28
O'Driscoll Rory	Director	57	$0	$71.02M	2022-12-09
Chung Bora	SVP of Products	426	$0	$69.75M	2022-10-17
Murray Blake Thomas	CRO	82	$0	$255.61M	2022-08-29
Taylor Colleen	Director	4	$0	$0	2022-03-09
PIAKER STEVEN F	Director	51	$0	$61.29M	2021-12-22
Lenhard Mark	COO	7	$0	$11.96M	2021-11-24
Clayton Thomas J.	Chief Revenue Officer	5	$0	$27.5K	2021-09-08
Mawhinney Thomas	Director	27	$0	$53.97M	2020-11-06
Chao David K	Director, 10% Owner	29	$0	$643.18M	2020-10-01
DCM IV, L.P.	10% Owner	18	$0	$183.45M	2020-05-27
Hartenbaum Howard	10% Owner	3	$0	$0	2020-05-27
August Capital V, L.P.	10% Owner	8	$0	$0	2019-12-16

Trade history

Insider	Role	Code	Trade	Filed	Shares	Price	Value	Owned after
Kirkpatrick Lee	Director	M Exercise deriv	2026-10-17	2026-10-20	2,611	—	$0	5,220	SEC↗
Kirkpatrick Lee	Director	M Exercise	2026-10-17	2026-10-20	2,611	—	—	2,611	SEC↗
Feld Peter A	Director, 10% Owner	M Exercise deriv	2026-10-17	2026-10-20	2,611	—	$0	5,220	SEC↗
Feld Peter A	Director, 10% Owner	M Exercise	2026-10-17	2026-10-20	2,611	—	—	2,611	SEC↗
Lacerte Rene A.	CEO	A Award deriv	2026-09-15	2026-09-17	116,619	—	$0	116,619	SEC↗
Jain Rohini	Chief Financial Officer	A Award deriv	2026-09-15	2026-09-17	67,681	—	$0	67,681	SEC↗
Cieri Michael	Chief Product Officer	A Award deriv	2026-09-15	2026-09-17	46,856	—	$0	46,856	SEC↗
Jain Rohini	Chief Financial Officer	A Award deriv	2026-09-15	2026-09-17	67,681	—	$0	67,681	SEC↗
Cieri Michael	Chief Product Officer	A Award deriv	2026-09-15	2026-09-17	46,856	—	$0	46,856	SEC↗
Lacerte Rene A.	CEO, Director	A Award deriv	2026-09-15	2026-09-17	116,619	—	$0	116,619	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-03	2026-09-04	5,752	$50.62	$291.2K	163,125	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-03	2026-09-04	15,372	$50.01	$768.8K	168,877	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-03	2026-09-04	10,154	$50.50	$512.8K	163,125	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-03	2026-09-04	10,970	$49.86	$547.0K	173,279	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-03	2026-09-04	5,752	$50.62	$291.2K	163,125	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-03	2026-09-04	15,372	$50.01	$768.8K	168,877	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-03	2026-09-04	10,154	$50.50	$512.8K	163,125	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-03	2026-09-04	10,970	$49.86	$547.0K	173,279	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	24,364	$48.59	$1.18M	170,000	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	40,357	$48.00	$1.94M	100,899	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	10,636	$48.01	$510.6K	194,364	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	26,974	$48.59	$1.31M	60,854	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	11,765	$48.01	$564.8K	87,828	SEC↗
Lacerte Rene A.	CEO	S Sale	2026-09-02	2026-09-04	100,899	$48.59	$4.90M	0	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	24,364	$48.59	$1.18M	170,000	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	10,636	$48.01	$510.7K	194,364	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	26,974	$48.59	$1.31M	60,854	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	11,765	$48.01	$564.9K	87,828	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	100,899	$48.59	$4.90M	0	SEC↗
Lacerte Rene A.	CEO, Director	S Sale	2026-09-02	2026-09-04	40,357	$48.00	$1.94M	100,899	SEC↗
Jain Rohini	Chief Financial Officer	S Sale	2026-09-01	2026-09-01	3,915	$48.70	$190.7K	0	SEC↗
Jain Rohini	Chief Financial Officer	S Sale	2026-09-01	2026-09-01	29,555	$47.80	$1.41M	3,915	SEC↗
Jain Rohini	Chief Financial Officer	S Sale	2026-09-01	2026-09-01	3,915	$48.70	$190.7K	0	SEC↗
Jain Rohini	Chief Financial Officer	S Sale	2026-09-01	2026-09-01	29,555	$47.80	$1.41M	3,915	SEC↗
Cieri Michael	Chief Product Officer	S Sale	2026-08-31	2026-09-01	10,754	$49.13	$528.3K	997	SEC↗
Cieri Michael	Chief Product Officer	S Sale	2026-08-31	2026-09-01	10,754	$49.13	$528.4K	997	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise deriv	2026-08-28	2026-09-01	11,755	—	$0	23,507	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise deriv	2026-08-28	2026-09-01	50,315	—	$0	150,943	SEC↗
Cieri Michael	Chief Product Officer	M Exercise deriv	2026-08-28	2026-09-01	6,531	—	$0	13,059	SEC↗
Cieri Michael	Chief Product Officer	M Exercise deriv	2026-08-28	2026-09-01	12,897	—	$0	141,873	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	8,310	—	$0	66,477	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	5,359	—	$0	0	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	7,300	—	$0	58,400	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	6,661	—	$0	26,643	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	17,632	—	$0	35,261	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-08-28	2026-09-01	3,658	—	$0	14,631	SEC↗
Jain Rohini	Chief Financial Officer	F Tax w/h	2026-08-28	2026-09-01	28,600	$50.31	$1.44M	33,470	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise	2026-08-28	2026-09-01	11,755	—	$0	62,070	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise	2026-08-28	2026-09-01	50,315	—	$0	50,315	SEC↗
Cieri Michael	Chief Product Officer	M Exercise	2026-08-28	2026-09-01	12,897	—	$0	13,894	SEC↗
Cieri Michael	Chief Product Officer	M Exercise	2026-08-28	2026-09-01	6,531	—	$0	20,425	SEC↗
Cieri Michael	Chief Product Officer	F Tax w/h	2026-08-28	2026-09-01	8,674	$50.31	$436.4K	11,751	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-08-28	2026-09-01	24,293	—	$0	166,152	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-08-28	2026-09-01	24,627	—	$0	141,859	SEC↗
Lacerte Rene A.	CEO	F Tax w/h	2026-08-28	2026-09-01	24,896	$50.31	$1.25M	141,256	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise deriv	2026-08-28	2026-09-01	11,755	—	$0	23,507	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise deriv	2026-08-28	2026-09-01	50,315	—	$0	150,943	SEC↗
Jain Rohini	Chief Financial Officer	F Tax w/h	2026-08-28	2026-09-01	28,600	$50.31	$1.44M	33,470	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise	2026-08-28	2026-09-01	11,755	—	—	62,070	SEC↗
Jain Rohini	Chief Financial Officer	M Exercise	2026-08-28	2026-09-01	50,315	—	—	50,315	SEC↗
Cieri Michael	Chief Product Officer	M Exercise deriv	2026-08-28	2026-09-01	6,531	—	$0	13,059	SEC↗
Cieri Michael	Chief Product Officer	M Exercise deriv	2026-08-28	2026-09-01	12,897	—	$0	141,873	SEC↗
Cieri Michael	Chief Product Officer	F Tax w/h	2026-08-28	2026-09-01	8,674	$50.31	$436.4K	11,751	SEC↗
Cieri Michael	Chief Product Officer	M Exercise	2026-08-28	2026-09-01	6,531	—	—	20,425	SEC↗
Cieri Michael	Chief Product Officer	M Exercise	2026-08-28	2026-09-01	12,897	—	—	13,894	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	17,632	—	$0	35,261	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	7,300	—	$0	58,400	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	6,661	—	$0	26,643	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	8,310	—	$0	66,477	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	3,658	—	$0	14,631	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise deriv	2026-08-28	2026-09-01	5,359	—	$0	0	SEC↗
Lacerte Rene A.	CEO, Director	F Tax w/h	2026-08-28	2026-09-01	24,896	$50.31	$1.25M	141,256	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise	2026-08-28	2026-09-01	24,293	—	—	166,152	SEC↗
Lacerte Rene A.	CEO, Director	M Exercise	2026-08-28	2026-09-01	24,627	—	—	141,859	SEC↗
Lacerte Rene A.	CEO	A Award deriv	2026-08-17	2026-08-19	52,893	—	$0	52,893	SEC↗
Cieri Michael	Chief Product Officer	A Award deriv	2026-08-17	2026-08-19	19,590	—	$0	19,590	SEC↗
Jain Rohini	Chief Financial Officer	A Award deriv	2026-08-17	2026-08-19	35,262	—	$0	35,262	SEC↗
Jain Rohini	Chief Financial Officer	A Award deriv	2026-08-17	2026-08-19	35,262	—	$0	35,262	SEC↗
Cieri Michael	Chief Product Officer	A Award deriv	2026-08-17	2026-08-19	19,590	—	$0	19,590	SEC↗
Lacerte Rene A.	CEO, Director	A Award deriv	2026-08-17	2026-08-19	52,893	—	$0	52,893	SEC↗
Cieri Michael	Chief Product Officer	S Sale	2026-05-29	2026-06-01	23,775	$36.80	$874.9K	4,497	SEC↗
Cieri Michael	Chief Product Officer	S Sale	2026-05-29	2026-06-01	5,600	$35.68	$199.8K	28,272	SEC↗
Cieri Michael	Chief Product Officer	S Sale	2026-05-29	2026-06-01	3,500	$37.10	$129.8K	997	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-05-28	2026-06-01	5,359	—	$0	5,359	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-05-28	2026-06-01	3,658	—	$0	18,289	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-05-28	2026-06-01	8,309	—	$0	74,787	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-05-28	2026-06-01	6,660	—	$0	33,304	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-05-28	2026-06-01	7,300	—	$0	65,700	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-05-28	2026-06-01	7,451	—	$0	67,057	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-05-28	2026-06-01	4,147	—	$0	20,737	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-05-28	2026-06-01	7,336	—	$0	7,337	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	8,374	—	$0	33,494	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	1,982	—	$0	9,912	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	3,561	—	$0	32,052	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	11,412	—	$0	11,413	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	36	—	$0	37	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	61	—	$0	302	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	158	—	$0	159	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-05-28	2026-06-01	84	—	$0	750	SEC↗
Cieri Michael	Chief Product Officer	M Exercise deriv	2026-05-28	2026-06-01	51,591	—	$0	154,770	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-05-28	2026-06-01	6,660	—	$0	133,154	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-05-28	2026-06-01	24,626	—	$0	126,494	SEC↗
Lacerte Rene A.	CEO	F Tax w/h	2026-05-28	2026-06-01	15,922	$34.85	$554.9K	117,232	SEC↗
Bowman Mary Kay	See Remarks	F Tax w/h	2026-05-28	2026-06-01	6,976	$34.85	$243.1K	67,758	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2026-05-28	2026-06-01	4,147	—	$0	74,734	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2026-05-28	2026-06-01	14,787	—	$0	70,587	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2026-05-28	2026-06-01	12,889	$34.85	$449.2K	161,475	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-05-28	2026-06-01	339	—	$0	4,800	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2026-05-28	2026-06-01	142	$34.85	$4.9K	4,658	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-05-28	2026-06-01	23,347	—	$0	172,382	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-05-28	2026-06-01	1,982	—	$0	174,364	SEC↗
Cieri Michael	Chief Product Officer	F Tax w/h	2026-05-28	2026-06-01	18,716	$34.85	$652.3K	33,872	SEC↗
Cieri Michael	Chief Product Officer	M Exercise	2026-05-28	2026-06-01	51,591	—	$0	52,588	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	36	—	$0	73	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	8,373	—	$0	41,868	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	1,983	—	$0	11,894	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	3,561	—	$0	35,613	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	11,413	—	$0	22,825	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	60	—	$0	363	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	83	—	$0	834	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2026-02-28	2026-03-03	158	—	$0	317	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-02-28	2026-03-03	7,451	—	$0	74,508	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-02-28	2026-03-03	4,147	—	$0	24,884	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2026-02-28	2026-03-03	7,337	—	$0	14,673	SEC↗
Rettig John R.	COO	M Exercise deriv	2026-02-28	2026-03-03	4,287	—	$0	8,574	SEC↗
Rettig John R.	COO	M Exercise deriv	2026-02-28	2026-03-03	2,612	—	$0	15,677	SEC↗
Rettig John R.	COO	M Exercise deriv	2026-02-28	2026-03-03	5,710	—	$0	34,254	SEC↗
Rettig John R.	COO	M Exercise deriv	2026-02-28	2026-03-03	6,083	—	$0	60,834	SEC↗
Rettig John R.	COO	M Exercise deriv	2026-02-28	2026-03-03	7,123	—	$0	71,225	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-02-28	2026-03-03	3,658	—	$0	21,947	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-02-28	2026-03-03	7,300	—	$0	73,000	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-02-28	2026-03-03	8,310	—	$0	83,096	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-02-28	2026-03-03	6,661	—	$0	39,964	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2026-02-28	2026-03-03	5,359	—	$0	10,718	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-02-28	2026-03-03	23,347	—	$0	156,353	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-02-28	2026-03-03	337	—	$0	4,136	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2026-02-28	2026-03-03	9,631	$44.19	$425.6K	148,705	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2026-02-28	2026-03-03	1,983	—	$0	158,336	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2026-02-28	2026-03-03	141	$44.19	$6.2K	3,995	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2026-02-28	2026-03-03	14,788	—	$0	56,716	SEC↗
Bowman Mary Kay	See Remarks	F Tax w/h	2026-02-28	2026-03-03	5,063	$44.19	$223.7K	55,800	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2026-02-28	2026-03-03	4,147	—	$0	60,863	SEC↗
Rettig John R.	COO	F Tax w/h	2026-02-28	2026-03-03	9,870	$44.19	$436.2K	142,526	SEC↗
Rettig John R.	COO	M Exercise	2026-02-28	2026-03-03	5,710	—	$0	152,396	SEC↗
Rettig John R.	COO	M Exercise	2026-02-28	2026-03-03	20,105	—	$0	146,686	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-02-28	2026-03-03	6,661	—	$0	114,114	SEC↗
Lacerte Rene A.	CEO	F Tax w/h	2026-02-28	2026-03-03	12,649	$44.19	$559.0K	101,465	SEC↗
Lacerte Rene A.	CEO	M Exercise	2026-02-28	2026-03-03	24,627	—	$0	107,453	SEC↗
Gohman Keri	Director	M Exercise deriv	2026-01-15	2026-01-20	1,531	—	$0	3,062	SEC↗
Wernikoff Daniel A	Director	M Exercise deriv	2026-01-15	2026-01-20	1,531	—	$0	3,062	SEC↗
Gohman Keri	Director	M Exercise	2026-01-15	2026-01-20	1,531	—	$0	1,531	SEC↗
Wernikoff Daniel A	Director	M Exercise	2026-01-15	2026-01-20	1,531	—	$0	1,531	SEC↗
Johnson Elizabeth S.	Director	A Award deriv	2025-12-11	2025-12-15	7,278	—	$0	7,278	SEC↗
DERSE NATALIE MARIE	Director	A Award deriv	2025-12-11	2025-12-15	7,278	—	$0	7,278	SEC↗
Hornik David	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Wernikoff Daniel A	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Wagonfeld Alison	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Reich Tina	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Mnookin Allison	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Gohman Keri	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
ALVAREZ AIDA	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
Kline Katherine M. A.	Director	A Award deriv	2025-12-11	2025-12-15	3,639	—	$0	3,639	SEC↗
CAKEBREAD STEVEN	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
ALVAREZ AIDA	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Kline Katherine M. A.	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Mnookin Allison	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Hornik David	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
JACOBS BRIAN	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Wagonfeld Alison	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Reich Tina	Director	M Exercise deriv	2025-12-05	2025-12-09	2,095	—	$0	0	SEC↗
Lacerte Rene A.	CEO	G Gift	2025-12-05	2025-12-09	15,190	—	$0	99,593	SEC↗
CAKEBREAD STEVEN	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	8,537	SEC↗
ALVAREZ AIDA	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	10,207	SEC↗
Kline Katherine M. A.	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	11,027	SEC↗
Mnookin Allison	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	8,537	SEC↗
Hornik David	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	25,986	SEC↗
JACOBS BRIAN	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	9,537	SEC↗
Wagonfeld Alison	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	3,134	SEC↗
Reich Tina	Director	M Exercise	2025-12-05	2025-12-09	2,095	—	$0	9,482	SEC↗
Rettig John R.	COO	G Gift	2025-12-04	2025-12-05	10,500	—	$0	69,974	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	S Sale	2025-12-02	2025-12-03	1,104	$51.23	$56.6K	10,812	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	5,710	—	$0	39,964	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	7,122	—	$0	78,348	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	6,083	—	$0	66,917	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	4,287	—	$0	12,861	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	2,187	—	$0	0	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-11-28	2025-12-02	2,613	—	$0	18,289	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-11-28	2025-12-02	1,073	—	$0	11,819	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-11-28	2025-12-02	454	—	$0	1,362	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-11-28	2025-12-02	1,208	—	$0	1,208	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-11-28	2025-12-02	730	—	$0	2,190	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-11-28	2025-12-02	261	—	$0	1,829	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2025-11-28	2025-12-02	4,148	—	$0	29,031	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2025-11-28	2025-12-02	7,450	—	$0	81,959	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2025-11-28	2025-12-02	7,336	—	$0	22,010	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-11-28	2025-12-02	8,309	—	$0	91,406	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-11-28	2025-12-02	6,661	—	$0	46,625	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-11-28	2025-12-02	7,300	—	$0	80,300	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-11-28	2025-12-02	5,358	—	$0	16,077	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-11-28	2025-12-02	3,657	—	$0	25,605	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	158	—	$0	475	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	1,982	—	$0	13,877	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	3,561	—	$0	39,174	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	11,412	—	$0	34,238	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	37	—	$0	109	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	60	—	$0	423	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	83	—	$0	917	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-11-28	2025-12-02	8,374	—	$0	50,241	SEC↗
Rettig John R.	COO	F Tax w/h	2025-11-28	2025-12-02	14,221	$50.15	$713.2K	126,581	SEC↗
Rettig John R.	COO	M Exercise	2025-11-28	2025-12-02	5,710	—	$0	140,802	SEC↗
Rettig John R.	COO	M Exercise	2025-11-28	2025-12-02	22,292	—	$0	135,092	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise	2025-11-28	2025-12-02	3,726	—	$0	13,811	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	F Tax w/h	2025-11-28	2025-12-02	1,895	$50.15	$95.0K	11,916	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2025-11-28	2025-12-02	4,148	—	$0	49,580	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2025-11-28	2025-12-02	14,786	—	$0	45,432	SEC↗
Bowman Mary Kay	See Remarks	F Tax w/h	2025-11-28	2025-12-02	7,652	$50.15	$383.7K	41,928	SEC↗
Lacerte Rene A.	CEO	M Exercise	2025-11-28	2025-12-02	6,661	—	$0	98,715	SEC↗
Lacerte Rene A.	CEO	F Tax w/h	2025-11-28	2025-12-02	15,889	$50.15	$796.8K	82,826	SEC↗
Lacerte Rene A.	CEO	M Exercise	2025-11-28	2025-12-02	24,624	—	$0	92,054	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2025-11-28	2025-12-02	123	$50.15	$6.2K	3,799	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-11-28	2025-12-02	23,347	—	$0	143,889	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-11-28	2025-12-02	1,982	—	$0	145,871	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2025-11-28	2025-12-02	12,865	$50.15	$645.2K	133,006	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-11-28	2025-12-02	338	—	$0	3,922	SEC↗
Wagonfeld Alison	Director	M Exercise deriv	2025-10-21	2025-10-23	1,039	—	$0	0	SEC↗
Wagonfeld Alison	Director	M Exercise	2025-10-21	2025-10-23	1,039	—	$0	1,039	SEC↗
Kirkpatrick Lee	Director	A Award deriv	2025-10-17	2025-10-21	7,831	—	$0	7,831	SEC↗
Feld Peter A	Director	A Award deriv	2025-10-17	2025-10-21	7,831	—	$0	7,831	SEC↗
Bowman Mary Kay	See Remarks	A Award deriv	2025-09-15	2025-09-17	29,346	—	$0	29,346	SEC↗
Moss Kenneth A	Chief Technology Officer	A Award deriv	2025-09-15	2025-09-17	45,650	—	$0	45,650	SEC↗
Moss Kenneth A	Chief Technology Officer	A Award deriv	2025-09-15	2025-09-17	633	—	$0	633	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	A Award deriv	2025-09-15	2025-09-17	2,920	—	$0	2,920	SEC↗
Rettig John R.	COO	A Award deriv	2025-09-15	2025-09-17	73,000	—	$0	73,000	SEC↗
Lacerte Rene A.	CEO	A Award deriv	2025-09-15	2025-09-17	87,600	—	$0	87,600	SEC↗
Aji Rajesh A.	CLO & CCO	S Sale	2025-09-02	2025-09-04	3,971	$45.22	$179.6K	9,298	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	S Sale	2025-09-02	2025-09-04	1,721	$45.22	$77.8K	10,085	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2025-08-28	2025-09-02	16,592	—	$0	33,179	SEC↗
Bowman Mary Kay	See Remarks	M Exercise deriv	2025-08-28	2025-09-02	29,804	—	$0	89,409	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	3,562	—	$0	42,735	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	61	—	$0	483	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	8,373	—	$0	58,615	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	18,994	—	$0	18,993	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	7,930	—	$0	15,859	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	31	—	$0	0	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	36	—	$0	146	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise deriv	2025-08-28	2025-09-02	84	—	$0	1,000	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	1,115	—	$0	0	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	4,288	—	$0	17,148	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	2,188	—	$0	2,187	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	1,894	—	$0	0	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	7,123	—	$0	85,470	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	2,613	—	$0	20,902	SEC↗
Rettig John R.	COO	M Exercise deriv	2025-08-28	2025-09-02	22,838	—	$0	45,674	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	2,786	—	$0	0	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	5,359	—	$0	21,435	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	3,658	—	$0	29,262	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	8,310	—	$0	99,715	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	2,367	—	$0	0	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-08-28	2025-09-02	26,645	—	$0	53,286	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise deriv	2025-08-28	2025-09-02	2,315	—	$0	30,093	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise deriv	2025-08-28	2025-09-02	790	—	$0	0	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise deriv	2025-08-28	2025-09-02	558	—	$0	0	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise deriv	2025-08-28	2025-09-02	737	—	$0	5,894	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise deriv	2025-08-28	2025-09-02	1,787	—	$0	7,145	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-08-28	2025-09-02	1,208	—	$0	2,416	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-08-28	2025-09-02	454	—	$0	1,816	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-08-28	2025-09-02	262	—	$0	2,090	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-08-28	2025-09-02	1,075	—	$0	12,892	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise deriv	2025-08-28	2025-09-02	578	—	$0	0	SEC↗
Bowman Mary Kay	See Remarks	F Tax w/h	2025-08-28	2025-09-02	15,750	$49.20	$774.9K	30,646	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2025-08-28	2025-09-02	16,592	—	$0	46,396	SEC↗
Bowman Mary Kay	See Remarks	M Exercise	2025-08-28	2025-09-02	29,804	—	$0	29,804	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-08-28	2025-09-02	7,930	—	$0	140,112	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2025-08-28	2025-09-02	19,734	$49.20	$970.9K	120,378	SEC↗
Moss Kenneth A	Chief Technology Officer	F Tax w/h	2025-08-28	2025-09-02	89	$49.20	$4.4K	3,584	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-08-28	2025-09-02	212	—	$0	3,673	SEC↗
Moss Kenneth A	Chief Technology Officer	M Exercise	2025-08-28	2025-09-02	30,929	—	$0	132,182	SEC↗
Rettig John R.	COO	F Tax w/h	2025-08-28	2025-09-02	21,362	$49.20	$1.05M	112,800	SEC↗
Rettig John R.	COO	M Exercise	2025-08-28	2025-09-02	24,732	—	$0	134,162	SEC↗
Rettig John R.	COO	M Exercise	2025-08-28	2025-09-02	17,327	—	$0	109,430	SEC↗
Lacerte Rene A.	CEO	M Exercise	2025-08-28	2025-09-02	29,012	—	$0	92,378	SEC↗
Lacerte Rene A.	CEO	M Exercise	2025-08-28	2025-09-02	20,113	—	$0	63,366	SEC↗
Lacerte Rene A.	CEO	F Tax w/h	2025-08-28	2025-09-02	24,948	$49.20	$1.23M	67,430	SEC↗
Aji Rajesh A.	CLO & CCO	F Tax w/h	2025-08-28	2025-09-02	2,216	$49.20	$109.0K	13,269	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise	2025-08-28	2025-09-02	790	—	$0	15,485	SEC↗
Aji Rajesh A.	CLO & CCO	M Exercise	2025-08-28	2025-09-02	5,397	—	$0	14,695	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	F Tax w/h	2025-08-28	2025-09-02	1,283	$49.20	$63.1K	11,806	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	M Exercise	2025-08-28	2025-09-02	3,577	—	$0	13,089	SEC↗
Rettig John R.	COO	A Award deriv	2025-08-19	2025-08-21	68,512	—	$0	68,512	SEC↗
Lacerte Rene A.	CEO	A Award deriv	2025-08-19	2025-08-21	79,931	—	$0	79,931	SEC↗
Moss Kenneth A	Chief Technology Officer	A Award deriv	2025-08-19	2025-08-21	23,789	—	$0	23,789	SEC↗
Bowman Mary Kay	See Remarks	A Award deriv	2025-08-19	2025-08-21	49,771	—	$0	49,771	SEC↗
Aji Rajesh A.	CLO & CCO	A Award deriv	2025-08-19	2025-08-21	15,462	—	$0	15,462	SEC↗
Jain Rohini	Chief Financial Officer	A Award deriv	2025-08-15	2025-08-19	201,258	—	$0	201,258	SEC↗
Reich Tina	Director	M Exercise deriv	2025-06-30	2025-07-01	1,213	—	$0	0	SEC↗
Reich Tina	Director	M Exercise	2025-06-30	2025-07-01	1,213	—	$0	7,387	SEC↗
Aji Rajesh A.	CLO & CCO	S Sale	2025-06-24	2025-06-26	1,780	$45.25	$80.5K	9,298	SEC↗
Aji Rajesh A.	CLO & CCO	S Sale	2025-06-03	2025-06-05	2,481	$45.00	$111.6K	11,078	SEC↗
Cota Germaine	SVP, FINANCE & ACCOUNTING	S Sale	2025-05-30	2025-06-02	1,718	$42.55	$73.1K	9,512	SEC↗
Lacerte Rene A.	CEO	M Exercise deriv	2025-05-28	2025-05-30	3,658	—	$0	32,920	SEC↗