{"filings":[{"id":1111077,"accession_number":"0001628280-26-043873","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K/A","filed_at":"2026-06-17T20:06:51+00:00","items":["5.02"],"status":"ready","headline":"BILL enters separation agreements with CTO and EVP for advisory roles through June 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ken Moss (CTO) and Mary Kay Bowman (EVP/GM Payments) depart effective June 30, 2026; continue as advisors through June 30, 2027.","Separation agreements provide FY2026 bonus at target or higher actual, plus lump sum of six months' salary.","Through June 30, 2027: continued equity vesting (excluding performance-based RSUs), COBRA, and executive medical benefits.","Agreements signed June 13 and June 15, 2026; details to be filed in annual report."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":667526,"accession_number":"0001193125-26-239245","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-05-26T20:05:12+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"BILL announces executive changes: CTO, CCO, and GM of Payments to depart; new CPO and CTO named","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John Rettig transitions from President/COO to Chief Strategy and Transformation Officer, effective immediately.","Ken Moss (CTO) and Mary Kay Bowman (EVP/GM Payments) depart June 30, 2026; remain advisors through June 2027.","Michael Cieri promoted to Chief Product Officer; Eric Chan appointed CTO (founding engineer, former CTO).","Sarah Acton (CCO) departs after nearly 5 years; new Chief Revenue Officer to be announced in coming weeks.","Company reaffirmed previously issued FY2026 Q4 and full-year financial guidance (initially reported May 7, 2026)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95443,"accession_number":"0001628280-26-032064","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","2.05","7.01","9.01"],"status":"ready","headline":"BILL reports Q3 FY26 revenue $406.6M (+13% YoY), plans 30% workforce cut, authorizes $1B buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $406.6M (+13% YoY), core revenue $371.1M (+16% YoY). GAAP net income $12.8M ($0.12 diluted EPS) vs net loss $11.6M last year. Non-GAAP net income $77.2M ($0.68 diluted EPS).","Workforce reduction of up to 30% announced; estimated charges $30M-$60M, mostly in Q4 FY26, completion by Q1 FY27.","Board authorized $1.0B share repurchase program with 24-month term, replacing existing Aug 2025 authorization.","FY26 Q4 guidance: total revenue $425M-$435M, core revenue $392M-$402M, non-GAAP operating income $81.5M-$86.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1216974000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108524,"accession_number":"0001628280-26-018149","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-03-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings appoints CFO Rohini Jain as principal accounting officer","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CFO Rohini Jain appointed as principal accounting officer effective March 11, 2026.","Ms. Jain will receive no additional compensation for the added role.","Biographical details are incorporated from the June 2, 2025 Form 8-K.","No departures or other officer changes were reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108523,"accession_number":"0001628280-26-005753","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q2 FY2026 core revenue $375.1M (+17% YoY); non-GAAP EPS $0.64 beats $0.56 prior","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $414.7M (+14% YoY); core revenue $375.1M (+17% YoY).","GAAP net loss $2.6M ($0.03 loss/share); prior year net income $33.5M.","Non-GAAP operating income $74.1M (+18% YoY); non-GAAP net income $73.4M ($0.64/diluted share).","Processed $95B total payment volume (+13% YoY); served 498.5K businesses.","Q3 core revenue guide $364.5-$374.5M; FY26 core revenue guide $1.49-$1.51B."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":810413000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":108522,"accession_number":"0001628280-26-003403","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2026-01-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Director Alison Wagonfeld to Resign from Board Effective February 6, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alison Wagonfeld notified BILL Holdings on January 20, 2026 of her resignation from the Board, effective February 6, 2026.","The resignation was not due to any disagreement with the company over its operations, policies, or practices.","BILL Holdings is headquartered in San Jose, California and trades under ticker BILL on the NYSE."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124970,"accession_number":"0001628280-25-057323","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Principal Accounting Officer Germaine Cota to resign effective Jan 16, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Germaine Cota, SVP Finance & Accounting and PAO, notified company of resignation on Dec 11, 2025.","Effective date of departure: January 16, 2026.","No successor or interim appointment announced in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124969,"accession_number":"0001786352-25-000043","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-12-11T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BILL Holdings stockholders elect four directors, ratify auditor, approve executive compensation at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four director nominees elected: Natalie Derse, David Hornik, Beth Johnson, Allie Kline, each with majority support.","Ratification of PwC as independent auditor for fiscal year ending June 30, 2026 approved (86.3M for, 46K against).","Non-binding advisory vote on named executive officer compensation passed (65.7M for, 4.6M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124968,"accession_number":"0001628280-25-050144","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q1 FY26: Revenue $395.7M (+10% YoY), core revenue $358.0M (+14%), non-GAAP net income $70.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $395.7M, up 10% YoY; core revenue $358.0M, up 14% YoY.","GAAP net loss $3.0M ($0.03 per share); non-GAAP net income $70.2M ($0.61 per diluted share).","Processed $89B in total payment volume (+12% YoY) and 33M transactions (+16% YoY).","Added Peter Feld (Starboard) and Lee Kirkpatrick (ex-Twilio CFO) to board of directors.","Q2 FY26 revenue guidance $394.5M-$404.5M; FY26 revenue guidance $1,596.5M-$1,626.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":395741000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124967,"accession_number":"0001628280-25-045516","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings expands board to 13, appoints Feld and Kirkpatrick","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased from 12 to 13; Peter A. Feld (Starboard Value) and Lee Kirkpatrick appointed as Class II directors.","Feld appointed to Nominating and Corporate Governance Committee; Kirkpatrick to Audit Committee, to become Audit Chair after 2025 annual meeting.","Appointments made under previously disclosed Cooperation Agreement with Starboard Value LP dated Oct 15, 2025.","Kirkpatrick is former Twilio CFO (2012-2018), led its IPO and strategic acquisitions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124966,"accession_number":"0001193125-25-240860","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"BILL enters cooperation with Starboard, adds four directors, plans 2026 investor day","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board expands to 13; Stephen Fisher resigns; Peter Feld and Lee Kirkpatrick join Oct 17; Beth Johnson and Natalie Derse to join after 2025 annual meeting.","Starboard withdraws director nominations; agrees to standstill and voting commitments through 2026 annual meeting.","BILL to hold investor day in H1 2026 to outline long-term financial targets and path to Rule of 40.","CEO Rene Lacerte cites focus on efficiency, durable growth, and value creation. Two directors retiring: Steve Cakebread and Brian Jacobs."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124965,"accession_number":"0001193125-25-234528","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-10-08T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings Chief Legal Officer Raj Aji to retire after medical leave","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Raj Aji, Chief Legal Officer and Chief Compliance Officer, confirmed medical leave starting Oct 13, 2025.","Aji intends to retire from the Company following his medical leave; retirement date not yet determined.","No successor announced; departure is a planned retirement after medical leave."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141668,"accession_number":"0001786352-25-000033","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-08-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BILL reports FY25 revenue $1.46B (+13%); $300M share repurchase authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY25 total revenue $1,462.6M (+13% YoY); core revenue (sub+txn) $1,300.8M (+16% YoY).","Q4 total revenue $383.3M (+12% YoY); non-GAAP net income $61.6M ($0.53 diluted EPS).","FY25 net income $23.8M vs prior-year loss $28.9M; non-GAAP operating income $239.5M (+22%).","Board approved $300M share repurchase program; ~2.2M shares already repurchased for ~$100M.","Q1 FY26 guidance: total revenue $385-395M; FY26 guidance: total revenue $1.59-1.63B, non-GAAP diluted EPS $2.00-2.20."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1462570000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159563,"accession_number":"0001193125-25-133359","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-06-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BILL appoints Rohini Jain as CFO; John Rettig becomes President & COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Rohini Jain appointed CFO effective July 7, 2025, joining from PayPal where she was SVP & CFO of Enterprise Business.","Jain receives $450k base salary, $250k signing bonus, $8M RSUs, and $3M PBRSUs for FY 2026.","John Rettig transitions from President & CFO to President & COO to accelerate BILL's growth.","No changes to financial guidance or other operational metrics announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159562,"accession_number":"0001786352-25-000024","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"BILL Holdings subsidiary enters $300M revolving credit facility for Divvy card receivables","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiary Odin Financing entered $300M revolver with JPMorgan Chase; matures Nov 23, 2027.","Interest rate: SOFR + 1.80% margin; secured by BILL Divvy Corporate Card receivables.","BILL Holdings provides a limited guaranty for Odin Financing's obligations under the facility.","Proceeds will be used solely to purchase BILL Divvy Corporate Card receivables.","Covenants restrict Odin's debt, liens, investments, affiliate transactions, and dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":159561,"accession_number":"0001786352-25-000020","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-05-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q3 FY25 core rev $320.3M (+14% YoY), net loss $11.6M; Q4 core rev guided $335-$345M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 total revenue $358.2M (+11% YoY); core revenue $320.3M (+14% YoY) from subscription $68.2M and transaction fees $252.1M.","GAAP net loss $11.6M ($0.11/sh) vs year-ago net income $31.8M; non-GAAP net income $58.7M ($0.50/sh) down from $68.6M.","Business highlights: 488.6K businesses served; $79B payment volume (+11% YoY); 30M transactions (+16% YoY).","Q4 FY25 guidance: core revenue $335-$345M (11-15% YoY); FY25 core revenue $1.29-$1.30B (15-16% YoY).","Non-GAAP operating income Q3 $53.3M (down 9% YoY); guided Q4 non-GAAP op income $43-$48M; FY25 $226.2-$231.2M."],"consensus_eps_estimate":0.5205,"consensus_eps_actual":-0.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":1079221000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177933,"accession_number":"0001786352-25-000012","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-02-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q2 FY25: total rev $362.6M (+14%), core rev $319.6M (+16%), GAAP net income $33.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Strong Q2 results: total revenue up 14%, core revenue up 16%, non-GAAP op income up 42%.","GAAP net income of $33.5M vs loss; non-GAAP diluted EPS $0.56 vs $0.51.","Business metrics: 481k businesses, $84B payment volume (+13%), 30M transactions (+17%).","Capital allocation: issued $1.4B 0% convertible notes due 2030, repurchased $585M of existing notes and $200M of stock.","Guidance: Q3 core rev $317.5-322.5M, FY25 core rev $1.297-1.312B (16-17% growth)."],"consensus_eps_estimate":0.414,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":721004000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177932,"accession_number":"0001786352-25-000003","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2025-01-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings appoints Keri Gohman and Dan Wernikoff to board; two directors retire","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Keri Gohman and Dan Wernikoff appointed as Class I directors effective Jan 15, 2025, terms expiring at 2026 annual meeting.","Gohman will serve on Audit Committee and Compliance/Payments Ops subcommittee; Wernikoff on Compensation Committee.","Peter Kight and Scott Wagner retired from Board effective Jan 15, 2025; Kight remains as Director Emeritus in non-voting advisory role.","Retirements were not due to any disagreement with BILL's operations, policies, or practices."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194648,"accession_number":"0001193125-24-272571","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"BILL closes $1.4B 0% convertible note offering due 2030; repurchases existing notes and shares","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1.4B 0% convertible notes due 2030; conversion price ~$119.45/share (35% premium to $88.48 close).","Net proceeds ~$1.38B; used ~$130.8M to repurchase $133.9M of 2025 notes, ~$408.6M for $451.5M of 2027 notes, ~$200M for 2.26M shares at $88.48, and ~$93M for capped calls.","Capped call transactions entered to offset potential dilution; counterparties may hedge in secondary market, impacting stock price.","Remaining proceeds for general corporate purposes, including additional debt repurchases, share buybacks, working capital, and M&A."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194647,"accession_number":"0001786352-24-000049","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"BILL Holdings shareholders approve officer exculpation amendment at 2024 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Four directors elected: Aida Alvarez, Steven Fisher, Allison Mnookin, Alison Wagonfeld; each received >73M votes for.","Ratification of PwC as auditor for FY ending June 30, 2025: 87.2M for, 103k against.","Advisory say-on-pay approved with 66.4M for, 9.9M against, 26k abstain.","Charter amendment to limit officer liability for certain duty of care breaches approved: 72.4M for, 3.8M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194646,"accession_number":"0001193125-24-270285","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-12-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BILL prices $1.25B of 0% convertible notes due 2030; to repurchase existing notes and $200M of stock","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Upsized from $1.0B to $1.25B aggregate principal; initial purchasers have option for additional $150M.","Notes bear 0% interest, due April 1, 2030; initial conversion price ~$119.45/sh (35% premium to $88.48 close).","Net proceeds ~$1.23B ($1.38B if greenshoe exercised); ~$130.8M to repurchase 2025 notes, ~$408.6M for 2027 notes.","Plans to repurchase 2,260,397 shares ($200M) from note purchasers concurrently with offering.","Sale expected to close Dec 6, 2024; capped call transactions entered to offset dilution."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194645,"accession_number":"0001193125-24-268892","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BILL proposes $1.0B convertible notes due 2030; up to $150M additional","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$1.0B aggregate principal convertible notes due April 1, 2030; initial purchasers can buy $150M more.","Proceeds: repurchase up to $200M common stock, repurchase existing 2025/2027 notes, capped call transactions.","Convertible at holder's option upon conditions; BILL may settle in cash, stock or combination.","Notes redeemable at BILL's option from Dec 2027 if stock price >=130% conversion rate.","Capped call transactions expected to offset dilution upon conversion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":194644,"accession_number":"0001786352-24-000044","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q1 revenue $358.5M (+18% YoY); core $314.9M (+19%); GAAP net income $8.9M vs loss","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $358.5M (+18% YoY); core revenue (subscription + transaction fees) $314.9M (+19% YoY).","GAAP net income $8.9M ($0.08 diluted) vs net loss of $27.9M; non-GAAP net income $68.6M ($0.63 diluted).","Repurchased $200M of common stock (3.7M shares) during Q1.","Q2 FY25 guidance: core revenue $316-321M (15-17% YoY); FY25 core revenue $1.291-1.316B (15-17% YoY).","Total payment volume $80B (+14% YoY); hired Mary Kay Bowman as EVP Payments and Financial Services."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":358450000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210945,"accession_number":"0001786352-24-000033","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-08-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"BILL Q4 total revenue $343.7M (+16% YoY); net income $7.6M; board authorizes $300M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $343.7M (+16% YoY); core revenue $301.3M (+16%); transaction fees $235.5M (+22%)","Q4 non-GAAP net income $63.9M ($0.57 diluted EPS) vs $56.3M ($0.48) a year ago","FY24 total revenue $1.29B (+22%); net loss improved to $28.9M from $223.7M","Board approved new $300M share repurchase program; FY24 repurchased 2.9M shares for $212M","Q1 FY25 guidance: total revenue $346-351M (13-15% YoY); FY25 total revenue $1.415-1.45B (10-12%)"],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":1290172000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229407,"accession_number":"0001193125-24-149868","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-05-30T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"BILL repurchases $234.5M of 2025 convertible notes for $221.7M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased ~$234.5M principal of 0.0% Convertible Notes due 2025 for $221.7M cash.","Settlement expected June 4, 2024; remaining notes outstanding ~$167.3M after cancellation.","Partial termination of associated capped call transactions; expects ~$1.1M from unwind.","Repurchases privately negotiated; no impact to existing noteholders beyond reduction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":229406,"accession_number":"0001786352-24-000025","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q3 FY2024 revenue $323M (+19%); net income $31.8M vs loss; Q4 guidance $320-330M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $323.0M (+19% YoY); core revenue $281.3M (+17%); transaction fees $215.7M (+25% YoY).","GAAP net income $31.8M ($0.00 diluted) vs net loss $31.1M YoY; Non-GAAP net income $68.6M ($0.60 diluted).","Non-GAAP operating income $58.5M (+68% YoY); gross margin 83.0% vs 82.1% YoY.","Served 464,900 businesses; $71B payment volume (+10% YoY); 26M transactions (+20% YoY).","Q4 FY24 guidance: revenue $320-330M (8-11% YoY); Non-GAAP EPS $0.41-0.49; tax provision now 20%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":946508000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247964,"accession_number":"0001193125-24-061518","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-03-07T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"BILL repurchases $748.2M of 0.0% convertible notes due 2025 for $707.1M cash","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Repurchased $748.2M principal of 0.0% Convertible Senior Notes due 2025 for ~$707.1M, a ~5.5% discount.","After cancellation, $401.8M principal of the notes will remain outstanding.","Partially unwound related capped call transactions; expects ~$7.6M cash receipt.","Repurchases expected to close March 13, 2024, subject to customary conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247963,"accession_number":"0001193125-24-057976","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"BILL Holdings CCO Loren Padelford resigns effective March 15, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chief Commercial Officer Loren Padelford notified the company of his resignation on March 3, 2024.","Resignation effective March 15, 2024; no replacement named in the filing.","Padelford will receive accrued and unpaid compensation through his departure date per his employment agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247962,"accession_number":"0001786352-24-000007","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q2 FY24 revenue $318.5M (+22% YoY), non-GAAP net income $73.2M; guides Q3 rev $299-309M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $318.5M (+22% YoY); core revenue $275.0M (+19%); float revenue $43.5M.","GAAP net loss $40.4M ($0.38 loss per share) vs loss $95.1M ($0.90 loss) a year ago.","Non-GAAP net income $73.2M ($0.63 diluted EPS), up 48% from $49.4M ($0.42) YoY.","Served 473,500 businesses; processed $75B TPV (+11%) and 26M transactions (+23%).","Q3 FY24 guidance: total revenue $299-309M, non-GAAP net income $56-66M, EPS $0.48-0.57."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":623480000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265415,"accession_number":"0001786352-23-000075","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-12-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"BILL Holdings stockholders elect directors, ratify auditor, approve executive compensation at 2023 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four director nominees elected: Lacerte (79.8M for), Kight (65.4M), Reich (80.4M), Wagner (76.6M).","Ratification of PricewaterhouseCoopers as independent auditor approved (87.9M for, 36k against).","Non-binding advisory vote on named executive officer compensation passed (73.4M for, 7.6M against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":265414,"accession_number":"0001193125-23-288867","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["2.05"],"status":"ready","headline":"BILL Holdings to cut 15% of workforce, close Sydney office; 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core revenue (subscription+transaction) $265.1M (+24%).","GAAP net loss $27.9M ($0.26 loss per share) vs $81.6M loss ($0.78 loss) in prior year.","Non-GAAP net income $63.9M ($0.54 diluted EPS) vs $16.9M ($0.14) a year ago.","Q2 FY2024 revenue guidance $293-303M; full-year FY2024 revenue guidance $1.205-1.245B.","Served 471,200 businesses; processed $70B payment volume (+8%) and 25M transactions (+26%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":304985000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282609,"accession_number":"0001786352-23-000058","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-09-07T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"BILL Holdings dismisses EY as auditor, appoints PwC for FY2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed EY on Sept 5, 2023; PwC appointed for fiscal year ending June 30, 2024.","Dismissal not related to any disagreements on accounting principles or practices.","EY's reports for FY2023 and FY2022 were unqualified; only reportable event was a material weakness in quote-to-cash controls for FY2022 (remediated by June 30, 2023).","No consultations with PwC prior to appointment; EY letter filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":282608,"accession_number":"0001786352-23-000045","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL reports Q4 FY23 revenue $296M (+48% YoY); first year of non-GAAP profitability","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenue $296.0M (+48% YoY); core revenue $259.5M (+33% YoY).","GAAP net loss $15.9M ($0.15 loss per share); non-GAAP net income $69.4M ($0.59 diluted EPS).","FY23 total revenue exceeded $1B ($1,058.5M, +65% YoY); first non-GAAP net income of $194.4M.","Q1 FY24 guidance: revenue $295.5-298.5M (28-30% YoY), non-GAAP EPS $0.48-0.50.","Served 461,000 businesses; processed $69.1B in payment volume; extended JPMorgan Chase agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.11,"consensus_revenue_estimate":null,"consensus_revenue_actual":1058468000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301871,"accession_number":"0001786352-23-000029","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"BILL discloses material weakness in internal controls over quote-to-cash process","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Material weakness identified in internal control over financial reporting related to quote-to-cash process as of June 30, 2022.","No impact on previously issued financial statements; all prior filings remain fairly presented.","Management and EY reports on internal controls as of June 30, 2022 should no longer be relied upon.","Company to amend its 2022 Form 10-K and Form 10-Qs for Q1 and Q2 of fiscal 2023 to revise control disclosures.","Disclosure controls and procedures deemed ineffective at reasonable assurance level for periods ended June 30, 2022 through March 31, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":301870,"accession_number":"0001786352-23-000014","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Holdings Q3 FY2023 revenue up 63% YoY to $272.6M; non-GAAP net income $58.7M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $272.6M (+63% YoY); core revenue $239.5M (+45% YoY).","Non-GAAP net income $58.7M ($0.50 diluted) vs loss of $8.7M in Q3 FY2022.","GAAP gross margin 82.1%; non-GAAP gross margin 87.0% (record).","Served 455,300 businesses; processed $64.7B total payment volume in Q3.","Repurchased ~359,000 shares for $27M; Q4 revenue guidance $277-280M; FY23 revenue guidance $1.0395-1.0425B."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":762485000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321615,"accession_number":"0001193125-23-068403","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-03-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"BILL discloses $300M corporate cash and $370M customer funds at SVB; expects minimal impact after government backstop","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Corporate cash at SVB was ~$300M of $2.6B total; largely uninsured initially.","Customer trust funds (FBO) at SVB ~$370M of $3.3B total.","After Federal Reserve/Treasury/FDIC joint action on March 12, all depositors fully protected; BILL expects access to substantially all deposits.","BILL redirected SVB payment processing to other banks; intends to use corporate cash to cover any uninsured FBO funds if needed.","Company believes existing cash and cash flow sufficient; closure expected to have minimal impact on financial position."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321617,"accession_number":"0001193125-23-042015","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-02-17T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Bill.com Holdings changes name to BILL Holdings, Inc., effective Feb 27, 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Name change from 'Bill.com Holdings, Inc.' to 'BILL Holdings, Inc.' effective Feb 27, 2023.","Board approved name change; no stockholder vote required under Delaware law.","Ticker symbol 'BILL' and NYSE listing unchanged.","Adopted second amended and restated bylaws effective same date, updating for universal proxy rules and recent DGCL changes.","Bylaw amendments include enhanced advance notice procedures, emergency bylaw provision, and electronic notice updates."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":321616,"accession_number":"0001786352-23-000006","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"BILL Q2 FY23 revenue $260M (+66% YoY), non-GAAP EPS $0.42; $300M buyback authorized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $260.0M (+66% YoY); core revenue $231.1M (+49%); float revenue $28.9M.","GAAP net loss $95.1M ($0.90 loss per share) vs $80.4M loss in prior year.","Non-GAAP net income $49.4M ($0.42 per diluted share); non-GAAP op income $30.8M.","Q3 FY23 guidance: revenue $245-248M, non-GAAP EPS $0.22-0.25; FY23 rev $999-1007M.","Board authorized $300M share repurchase program over 12 months; may be suspended anytime."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":489930000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339712,"accession_number":"0001193125-22-301796","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-12-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Bill.com shareholders reject advisory say-on-pay vote at 2022 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four Class III directors elected: Cakebread, Hornik, Jacobs, Kline. All received majority votes.","Ratification of Ernst & Young as auditor approved with 92,598,621 for, 39,297 against.","Advisory vote on executive compensation failed: 31,248,801 for vs 56,774,231 against, plus 4,585,420 broker non-votes.","Failed say-on-pay vote signals significant shareholder discontent with executive compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.15,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339711,"accession_number":"0001786352-22-000021","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"BILL Q1 FY2023: Revenue $229.9M (+94% YoY), core revenue +83%, non-GAAP profitable","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $229.9M, up 94% YoY; core revenue (subscription+transaction) $214.6M, up 83% YoY.","Non-GAAP net income $16.9M ($0.14/diluted) vs loss of $12.1M (($0.13)/share) in prior year.","Served 419,800 businesses; processed $64.9B payment volume (+34% YoY) and 19.6M transactions (+45% YoY).","Q2 FY23 revenue guidance $241.5-244.5M; full FY23 revenue $994M-1,007M, both with >54% YoY growth."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":229924000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":339710,"accession_number":"0001193125-22-267584","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-10-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bill.com appoints Alison Wagonfeld, Google Cloud CMO, to its board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Alison Wagonfeld, 52, appointed as Class II director, effective Oct 21, 2022, term to 2024 annual meeting.","She serves as Chief Marketing Officer for Google Cloud and VP Marketing at Google since 2016.","Prior roles include Operating Partner at Emergence Capital and Executive Director at Harvard Business School.","Wagonfeld co-founded QuickenLoans at Intuit; holds BA from Yale and MBA from Harvard.","No material interests or arrangements in her selection; standard indemnification agreement in place."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357047,"accession_number":"0001193125-22-242480","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-09-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Bill.com appoints Loren Padelford as Chief Commercial Officer; Blake Murray transitions to Advisor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Loren Padelford appointed CCO, effective immediately, reporting to CEO René Lacerte.","Padelford was previously COO of Podium and GM of Revenue at Shopify (7 yrs).","Blake Murray, former Chief Revenue Officer, moves to Advisor to CEO role.","CCO role oversees sales and strategic partnerships globally.","Padelford holds an MBA from University of Liverpool and B.A. from University of Guelph."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357046,"accession_number":"0001193125-22-237898","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-09-02T23:59:59+00:00","items":["1.01","2.03"],"status":"ready","headline":"Bill.com increases Divvy warehouse facility from $75M to $225M, extends maturity","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Divvy Peach amended credit facility to $225M, up from $75M.","Maturity extended to June 3, 2024.","Interest rate: SOFR or Adjusted Benchmark plus 2.65%-2.75% margin.","Bill.com provides a limited guaranty on the facility.","Facility secured by Divvy charge card receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":357045,"accession_number":"0001786352-22-000010","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-08-18T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bill.com Q4 revenue $200.2M (+156% YoY); guides to non-GAAP profitability in FY23","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 core revenue $194.8M (+151% YoY); organic core revenue +71% to $114.9M.","Q4 GAAP net loss $84.9M ($0.81/share); non-GAAP net loss $3.3M ($0.03/share).","FY23 guidance: revenue $955.5-$973.5M (49-52% YoY); non-GAAP net income $27.5-$45.5M.","Served 157,800 Bill.com customers; total 400,000 businesses on platform.","Chief Experience Officer Bora Chung announced retirement; last day not yet determined."],"consensus_eps_estimate":null,"consensus_eps_actual":-3.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":641959000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375592,"accession_number":"0001193125-22-182813","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-06-27T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bill.com appoints Tina Reich to board; director Colleen Taylor resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Tina Reich appointed as Class I director effective June 30, 2022; term expires at 2023 annual meeting.","Reich will serve on Audit Committee and Risk and Compliance Committee.","Colleen Taylor resigned from Board and committees effective June 30, 2022; no disagreement cited.","Reich currently Head of Credit and Risk at Theorem Partners; previously SVP at American Express."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":375591,"accession_number":"0000950170-22-007818","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bill.com Q3 revenue $166.9M (+179% YoY); organic core revenue +74% YoY; COO Mark Lenhard to leave Sep 2022","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $166.9M (+179% YoY); core revenue $165.5M (+182% YoY); organic core revenue $102.1M (+74% YoY).","GAAP net loss $86.7M ($0.84/share); non-GAAP net loss $8.7M ($0.08/share). Gross margin 77.6% (GAAP).","Processed $55.1B in total payment volume (+57% YoY); served 146,600 Bill.com customers.","Guidance Q4 FY22 revenue $182.3-183.3M; full-year revenue $624-625M; non-GAAP net loss per share ($0.14)-($0.13) for Q4.","COO Mark Lenhard to depart effective Sep 1, 2022; Aida Alvarez appointed to board of directors."],"consensus_eps_estimate":null,"consensus_eps_actual":-2.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":441738000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393934,"accession_number":"0001193125-22-052082","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Steven Piaker resigns from Bill.com Board and Audit Committee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven Piaker resigned from the Board and Audit Committee effective February 23, 2022.","Resignation was not related to any disagreement with the Company's operations, policies, or practices.","Company expressed appreciation for Mr. Piaker's service.","Notification was made on February 21, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393933,"accession_number":"0000950170-22-000738","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Bill.com Q2 revenue up 190% to $156.5M; appoints new CRO, net loss $(0.78)/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $156.5M (+190% YoY); core revenue (subscription + transaction) $155.5M (+197% YoY); organic core revenue $97.0M (+85% YoY).","GAAP net loss $80.4M ($0.78/sh) vs loss $17.2M ($0.21/sh) YoY; non-GAAP net loss near zero at $220K.","Blake Murray, CEO of Divvy subsidiary, appointed CRO effective immediately; Thomas Clayton resigns as CRO effective Feb 18, 2022.","Q3 FY22 revenue guidance $157-158M (163-164% YoY); full year FY22 revenue $597-600M (151-152% YoY).","Served 135k Bill.com customers; processed $56.4B in total payment volume (+62% YoY)."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":274827000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":393932,"accession_number":"0001193125-22-016036","cik":1786352,"company_name":"BILL Holdings, Inc.","ticker":"BILL","form_type":"8-K","filed_at":"2022-01-24T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Bill.com appoints Germaine Cota as SVP Finance & Accounting, principal accounting officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Germaine Cota, 41, appointed as principal accounting officer effective Jan 24, 2022.","Base salary $340,000, annual bonus up to 35% of base, signing bonus $50,000.","RSU award of $4M in common stock, vesting 1/4 on first anniversary then quarterly over 3 years.","Previously CAO and Treasurer at 8x8, Inc., and held roles at Mercari, LinkedIn, and EY.","Cota is a CPA in California, B.S. in Accounting from Santa Clara University."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":3504559854.7370315,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-01-24T23:59:59+00:00|393932"}