Highest-materiality recent filing
BILL enters separation agreements with CTO and EVP for advisory roles through June 2027
Ken Moss (CTO) and Mary Kay Bowman (EVP/GM Payments) depart effective June 30, 2026; continue as advisors through June 30, 2027.
BILL announces executive changes: CTO, CCO, and GM of Payments to depart; new CPO and CTO named
John Rettig transitions from President/COO to Chief Strategy and Transformation Officer, effective immediately.
BILL reports Q3 FY26 revenue $406.6M (+13% YoY), plans 30% workforce cut, authorizes $1B buyback
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).
BILL Holdings appoints CFO Rohini Jain as principal accounting officer
CFO Rohini Jain appointed as principal accounting officer effective March 11, 2026.
BILL Q2 FY2026 core revenue $375.1M (+17% YoY); non-GAAP EPS $0.64 beats $0.56 prior
Total revenue $414.7M (+14% YoY); core revenue $375.1M (+17% YoY).
BILL Holdings Director Alison Wagonfeld to Resign from Board Effective February 6, 2026
Alison Wagonfeld notified BILL Holdings on January 20, 2026 of her resignation from the Board, effective February 6, 2026.
BILL Holdings Principal Accounting Officer Germaine Cota to resign effective Jan 16, 2026
Germaine Cota, SVP Finance & Accounting and PAO, notified company of resignation on Dec 11, 2025.
Four director nominees elected: Natalie Derse, David Hornik, Beth Johnson, Allie Kline, each with majority support.
BILL Q1 FY26: Revenue $395.7M (+10% YoY), core revenue $358.0M (+14%), non-GAAP net income $70.2M
Total revenue $395.7M, up 10% YoY; core revenue $358.0M, up 14% YoY.
BILL Holdings expands board to 13, appoints Feld and Kirkpatrick
Board increased from 12 to 13; Peter A. Feld (Starboard Value) and Lee Kirkpatrick appointed as Class II directors.
BILL enters cooperation with Starboard, adds four directors, plans 2026 investor day
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.
BILL Holdings Chief Legal Officer Raj Aji to retire after medical leave
Raj Aji, Chief Legal Officer and Chief Compliance Officer, confirmed medical leave starting Oct 13, 2025.
BILL reports FY25 revenue $1.46B (+13%); $300M share repurchase authorized
FY25 total revenue $1,462.6M (+13% YoY); core revenue (sub+txn) $1,300.8M (+16% YoY).
BILL appoints Rohini Jain as CFO; John Rettig becomes President & COO
Rohini Jain appointed CFO effective July 7, 2025, joining from PayPal where she was SVP & CFO of Enterprise Business.
BILL Holdings subsidiary enters $300M revolving credit facility for Divvy card receivables
Subsidiary Odin Financing entered $300M revolver with JPMorgan Chase; matures Nov 23, 2027.
BILL Q3 FY25 core rev $320.3M (+14% YoY), net loss $11.6M; Q4 core rev guided $335-$345M
Q3 total revenue $358.2M (+11% YoY); core revenue $320.3M (+14% YoY) from subscription $68.2M and transaction fees $252.1M.
BILL Q2 FY25: total rev $362.6M (+14%), core rev $319.6M (+16%), GAAP net income $33.5M
Strong Q2 results: total revenue up 14%, core revenue up 16%, non-GAAP op income up 42%.
BILL Holdings appoints Keri Gohman and Dan Wernikoff to board; two directors retire
Keri Gohman and Dan Wernikoff appointed as Class I directors effective Jan 15, 2025, terms expiring at 2026 annual meeting.
BILL closes $1.4B 0% convertible note offering due 2030; repurchases existing notes and shares
Issued $1.4B 0% convertible notes due 2030; conversion price ~$119.45/share (35% premium to $88.48 close).
BILL Holdings shareholders approve officer exculpation amendment at 2024 annual meeting
Four directors elected: Aida Alvarez, Steven Fisher, Allison Mnookin, Alison Wagonfeld; each received >73M votes for.
BILL prices $1.25B of 0% convertible notes due 2030; to repurchase existing notes and $200M of stock
Upsized from $1.0B to $1.25B aggregate principal; initial purchasers have option for additional $150M.
BILL proposes $1.0B convertible notes due 2030; up to $150M additional
$1.0B aggregate principal convertible notes due April 1, 2030; initial purchasers can buy $150M more.
BILL Q1 revenue $358.5M (+18% YoY); core $314.9M (+19%); GAAP net income $8.9M vs loss
Total revenue $358.5M (+18% YoY); core revenue (subscription + transaction fees) $314.9M (+19% YoY).
BILL Q4 total revenue $343.7M (+16% YoY); net income $7.6M; board authorizes $300M buyback
Q4 total revenue $343.7M (+16% YoY); core revenue $301.3M (+16%); transaction fees $235.5M (+22%)
BILL repurchases $234.5M of 2025 convertible notes for $221.7M cash
Repurchased ~$234.5M principal of 0.0% Convertible Notes due 2025 for $221.7M cash.
BILL Q3 FY2024 revenue $323M (+19%); net income $31.8M vs loss; Q4 guidance $320-330M
Total revenue $323.0M (+19% YoY); core revenue $281.3M (+17%); transaction fees $215.7M (+25% YoY).
BILL repurchases $748.2M of 0.0% convertible notes due 2025 for $707.1M cash
Repurchased $748.2M principal of 0.0% Convertible Senior Notes due 2025 for ~$707.1M, a ~5.5% discount.
BILL Holdings CCO Loren Padelford resigns effective March 15, 2024
Chief Commercial Officer Loren Padelford notified the company of his resignation on March 3, 2024.
BILL Q2 FY24 revenue $318.5M (+22% YoY), non-GAAP net income $73.2M; guides Q3 rev $299-309M
Total revenue $318.5M (+22% YoY); core revenue $275.0M (+19%); float revenue $43.5M.
Four director nominees elected: Lacerte (79.8M for), Kight (65.4M), Reich (80.4M), Wagner (76.6M).
BILL Holdings to cut 15% of workforce, close Sydney office; expects $29-$35M in charges
Reduces global workforce by ~15% and closes Sydney, Australia office.
BILL Q1 FY2024: Revenue $305M (+33% YoY), Core Revenue $265M (+24%), Non-GAAP EPS $0.54
Total revenue $305M (+33% YoY); core revenue (subscription+transaction) $265.1M (+24%).
BILL Holdings dismisses EY as auditor, appoints PwC for FY2024
Audit Committee dismissed EY on Sept 5, 2023; PwC appointed for fiscal year ending June 30, 2024.
BILL reports Q4 FY23 revenue $296M (+48% YoY); first year of non-GAAP profitability
Q4 total revenue $296.0M (+48% YoY); core revenue $259.5M (+33% YoY).
BILL discloses material weakness in internal controls over quote-to-cash process
Material weakness identified in internal control over financial reporting related to quote-to-cash process as of June 30, 2022.
BILL Holdings Q3 FY2023 revenue up 63% YoY to $272.6M; non-GAAP net income $58.7M
Total revenue $272.6M (+63% YoY); core revenue $239.5M (+45% YoY).
Corporate cash at SVB was ~$300M of $2.6B total; largely uninsured initially.
Bill.com Holdings changes name to BILL Holdings, Inc., effective Feb 27, 2023
Name change from 'Bill.com Holdings, Inc.' to 'BILL Holdings, Inc.' effective Feb 27, 2023.
BILL Q2 FY23 revenue $260M (+66% YoY), non-GAAP EPS $0.42; $300M buyback authorized
Total revenue $260.0M (+66% YoY); core revenue $231.1M (+49%); float revenue $28.9M.
Bill.com shareholders reject advisory say-on-pay vote at 2022 annual meeting
Four Class III directors elected: Cakebread, Hornik, Jacobs, Kline. All received majority votes.
BILL Q1 FY2023: Revenue $229.9M (+94% YoY), core revenue +83%, non-GAAP profitable
Total revenue $229.9M, up 94% YoY; core revenue (subscription+transaction) $214.6M, up 83% YoY.
Bill.com appoints Alison Wagonfeld, Google Cloud CMO, to its board
Alison Wagonfeld, 52, appointed as Class II director, effective Oct 21, 2022, term to 2024 annual meeting.
Bill.com appoints Loren Padelford as Chief Commercial Officer; Blake Murray transitions to Advisor
Loren Padelford appointed CCO, effective immediately, reporting to CEO René Lacerte.
Bill.com increases Divvy warehouse facility from $75M to $225M, extends maturity
Divvy Peach amended credit facility to $225M, up from $75M.
Bill.com Q4 revenue $200.2M (+156% YoY); guides to non-GAAP profitability in FY23
Q4 core revenue $194.8M (+151% YoY); organic core revenue +71% to $114.9M.
Bill.com appoints Tina Reich to board; director Colleen Taylor resigns
Tina Reich appointed as Class I director effective June 30, 2022; term expires at 2023 annual meeting.
Total revenue $166.9M (+179% YoY); core revenue $165.5M (+182% YoY); organic core revenue $102.1M (+74% YoY).
Director Steven Piaker resigns from Bill.com Board and Audit Committee
Steven Piaker resigned from the Board and Audit Committee effective February 23, 2022.
Bill.com Q2 revenue up 190% to $156.5M; appoints new CRO, net loss $(0.78)/share
Revenue $156.5M (+190% YoY); core revenue (subscription + transaction) $155.5M (+197% YoY); organic core revenue $97.0M (+85% YoY).
Bill.com appoints Germaine Cota as SVP Finance & Accounting, principal accounting officer
Germaine Cota, 41, appointed as principal accounting officer effective Jan 24, 2022.
On June 13, 2026, and June 15, 2026, respectively, the Company entered into separation agreements with each of Mr. Moss and Ms. Bowman (the “Separation Agreements”), which provide for their continued service to the Company through June 30, 2027 in an advisory capacity.
On June 13, 2026, and June 15, 2026, respectively, the Company entered into separation agreements with each of Mr. Moss and Ms. Bowman (the “Separation Agreements”), which provide for their continued service to the Company through June 30, 2027 in an advisory capacity.
(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
Ken Moss, the Company’s Chief Technology Officer, and Mary Kay Bowman, the Company’s Executive Vice President and General Manager of Payments and Financial Services, will be departing from the Company, effective June 30, 2026.
Ken Moss, the Company’s Chief Technology Officer, and Mary Kay Bowman, the Company’s Executive Vice President and General Manager of Payments and Financial Services, will be departing from the Company, effective June 30, 2026.
John Rettig, the Company’s current President and Chief Financial Officer, will transition to serve as the Company’s President and Chief Operating Officer.
announcing the appointment of Rohini Jain as Chief Financial Officer of the Company, effective as of July 7, 2025
on January 9, 2025, each of Peter Kight and Scott Wagner notified the Board of their intent to retire from the Board, effective January 15, 2025.
On January 12, 2025, the Board of Directors (the “Board”) of BILL Holdings, Inc. (the “Company”) appointed Keri Gohman, 48, and Dan Wernikoff, 53, to serve as directors of the Company, effective as of January 15, 2025.
On January 12, 2025, the Board of Directors (the “Board”) of BILL Holdings, Inc. (the “Company”) appointed Keri Gohman, 48, and Dan Wernikoff, 53, to serve as directors of the Company, effective as of January 15, 2025.
on January 9, 2025, each of Peter Kight and Scott Wagner notified the Board of their intent to retire from the Board, effective January 15, 2025.
On March 3, 2024, Loren Padelford, Chief Commercial Officer of BILL Holdings, Inc. (the “Company”), notified the Company of his intention to resign effective March 15, 2024.
Max materiality 0.85 · Median 0.62 · Most common event earnings