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Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On May 26, 2026, BILL Holdings, Inc. (the “Company”) issued a press release announcing certain executive leadership and organizational updates, including: (i) the transition of John Rettig, the Company’s current President and Chief Operating Officer, to the role of Chief Strategy and Transformation Officer, effective immediately, and (ii) that Ken…
Costs Associated with Exit or Disposal Activities. On May 7, 2026, the Company additionally announced that it will reduce its workforce by up to 30% (the “Restructuring”). The Restructuring is part of the Company’s ongoing efforts to improve organizational agility and efficiency, while also seeking to drive greater profitability. The Company currently estimates that it will incur charges of approximately $30 million to $60 million in connection with the Restructuring, consisting primarily of…
Regulation FD Disclosure. Finally, on May 7, 2026, the Company announced that its board of directors authorized the repurchase of up to $1.0 billion in shares of its outstanding common stock (the “2026 Share Repurchase Authorization”). This authorization includes unused amounts under the Company’s existing share repurchase program announced in August 2025. Pursuant to this authorization, the Company may repurchase shares from time to time through open market purchases, in privately negotiated…
Results of Operations and Financial Condition. On May 7, 2026, BILL Holdings, Inc. (the “Company”) issued a press release and will hold a conference call regarding its financial results for the third fiscal quarter ended March 31, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The Company makes reference to certain non-GAAP financial information in both the press release and the conference call. A reconciliation of GAAP to non-GAAP results i…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 11, 2026, the Board of Directors of BILL Holdings, Inc. (the “Company”) appointed Rohini Jain, the Chief Financial Officer of the Company, to serve additionally as the Company’s principal accounting officer for purposes of the Securities Exchange Act of 1934, as amended. Biographical and other information regarding Ms. Jain is set forth in…
Results of Operations and Financial Condition. On February 5, 2026, BILL Holdings, Inc. (the “Company”) issued a press release and will hold a conference call regarding its financial results for the second fiscal quarter ended December 31, 2025. A copy of the press release is furnished as Exhibit 99.1 to this report. The information furnished with this Item 2.02, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended,…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.. On October 17, 2025, the Board of Directors (the “Board”) of BILL Holdings, Inc. (the “Company”) increased the size of the Board from 12 to 13 directors and appointed Peter A. Feld and Lee Kirkpatrick as Class II directors of the Company (collectively, the “Directors”), with each of their terms expiring at the 2027 annual meeting of the Company’s…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 14, 2025, Stephen Fisher submitted a letter of resignation from the Board, effective immediately. Mr. Fisher’s resignation was not a result of any disagreement with the Company over any of its operations, policies or practices.
Entry into a Material Definitive Agreement. On October 15, 2025, BILL Holdings, Inc. (the “Company”) entered into a cooperation agreement (the “Agreement”) with Starboard Value LP and certain of its affiliates (collectively, “Starboard”). In the Agreement, the Company (i) confirmed the resignation of Stephen Fisher as a Class II director of the Company, as of October 14, 2025; (ii) agreed to increase the size of the Board of Directors of the Company (the “Board”) from 12 to 13 directors and t…
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On October 2, 2025, Raj Aji, Chief Legal Officer and Chief Compliance Officer of BILL Holdings, Inc. (the “Company”) confirmed to the Company that he will be commencing medical leave on October 13, 2025, following which Mr. Aji intends to retire from the Company. Mr. Aji’s date of retirement from the Company has not yet been determined. SIGNATURES…
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