Source-grounded facts extracted from BILL Holdings, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Mary Kay Bowman departed as EVP, General Manager of Payments at BILL Holdings, Inc..
“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.”
Ken Moss departed as Chief Technology Officer at BILL Holdings, Inc..
“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.”
Mary Kay Bowman departed as Executive Vice President and General Manager of Payments and Financial Services at BILL Holdings, Inc..
“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 departed as Chief Technology Officer at BILL Holdings, Inc..
“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 changed role as Chief Strategy and Transformation Officer at BILL Holdings, Inc..
“(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”
BILL Holdings, Inc. reported the fiscal fourth quarter ending June 30, 2026 and the full fiscal year ending June 30, 2026 results: EPS $0.69 - $0.72. Guidance initiated.
“We are providing the following guidance for the fiscal fourth quarter ending June 30, 2026 and the full fiscal year ending June 30, 2026. Q4 FY26 Guidance FY26 Guidance Total revenue (millions) $425.0 - $435.0 $1,642.0 - $1,652.0 Year-over-year total revenue growth 11% - 13% 12% - 13% Core revenue (millions) $392.0 - $402.0 $1,496.3 - $1,506.3 Year-over-year core revenue growth 13% - 16% 15% - 16% Non-GAAP operating income (millions) $81.5 - $86.5 $303.6 - $308.6 Non-GAAP net income (millions) $78.0 - $82.0 $298.7 - $302.7 Non-GAAP net income per diluted share $0.69 - $0.72 $2.61 - $2.64”
BILL Holdings, Inc. reported the third fiscal quarter ended March 31, 2026 results: revenue $406.6 million, net income $12.8 million, EPS $0.12 per diluted share.
“Total revenue was $406.6 million, an increase of 13% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $371.1 million, an increase of 16% year-over-year. Subscription fees were $74.5 million, up 9% year-over-year. Transaction fees were $296.6 million, up 18% year-over-year. • Float revenue, which consists of interest on funds held for customers, was $35.4 million. • Gross profit was $331.9 million, representing an 81.6% gross margin, compared to $291.0 million, or an 81.2% gross margin, in the third quarter of fiscal 2025. Non-GAAP gross profit was $346.0 million, representing an 85.1% non-GAAP gross margin, compared to $304.0 million, or an 84.9% non-GAAP gross margin, in the third quarter of fiscal 2025. • Operating loss was $0.4 million, compared to $28.9 million in the third quarter of fiscal 2025. Non-GAAP operating income was $79.8 million, compared to $53.3 million in the third quarter of fiscal 2025, an increase of 50% year-over-year. • Ne”
BILL Holdings, Inc. announced a restructuring with charges of approximately $30 million to $60 million (up to 30%).
“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 cash expenditures for severance payments, employee benefits, and related costs as well as non-cash charges related to stock-based compensation expense.”
John Rettig changed role as President and Chief Operating Officer at BILL Holdings, Inc..
“John Rettig, the Company’s current President and Chief Financial Officer, will transition to serve as the Company’s President and Chief Operating Officer.”
Rohini Jain was appointed as Chief Financial Officer at BILL Holdings, Inc..
“announcing the appointment of Rohini Jain as Chief Financial Officer of the Company, effective as of July 7, 2025”
BILL Holdings, Inc. incurred revolving credit of $300.0 million with JPMorgan Chase Bank, N.A. at one-month secured overnight financing rate or a base rate, plus an applicable ma maturing November 23, 2027.
“On May 23, 2025, Odin Financing, LLC (“Odin Financing”), a wholly-owned subsidiary of BILL Holdings, Inc. (the “Company”), entered into a Revolving Credit and Security Agreement (the “2025 Credit Facility”) with JPMorgan Chase Bank, N.A. (“JPMorgan”), as administrative agent, and the lenders party thereto. The 2025 Credit Facility will provide for up to $300.0 million in revolving loans to be used by Odin Financing to purchase BILL Divvy Corporate Card receivables. The 2025 Credit Facility will mature on November 23, 2027. In connection with the 2025 Credit Facility, the Company entered into a limited guaranty and indemnity agreement with JPMorgan, whereunder the Company provided a limited guaranty with respect to the obligations of Odin Financing under the 2025 Credit Facility, and Odin Financing entered into a Security Agreement with JPMorgan, pursuant to which obligations under the 2025 Credit Facility are secured by BILL Divvy Corporate Card receivables and certain related collater”
Scott Wagner retired as Director at BILL Holdings, Inc..
“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.”
Peter Kight retired as Director at BILL Holdings, Inc..
“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.”
Dan Wernikoff was appointed as Director at BILL Holdings, Inc..
“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.”
Keri Gohman was appointed as Director at BILL Holdings, Inc..
“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.”
BILL Holdings, Inc.: Amendment to restated certificate of incorporation to permit exculpation of officers from personal liability for certain breaches of duty of care as permitted under DGCL (effective 2024-12-05).
“the stockholders of BILL Holdings, Inc. (the “Company”) approved a certificate of amendment (the “Certificate of Amendment”) to the Company’s restated certificate of incorporation, as amended, to permit the exculpation of certain officers as permitted pursuant to the Delaware General Corporation Law (the “DGCL”).”
BILL Holdings, Inc. reported third fiscal quarter ended March 31, 2024 results: revenue $323.0 million, net income $31.8 million, EPS $0.30 and $0.00 per share, basic and diluted. Guidance reaffirmed.
“increased 19% year-over-year while non-GAAP operating income increased 68% year-over-year.” Financial Highlights for the Third Quarter of Fiscal 2024: • Total revenue was $323.0 million, an increase of 19% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $281.3 million, an increase of 17% year-over-year. Subscription fees”
Loren Padelford resigned as Chief Commercial Officer at BILL Holdings, Inc..
“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.”
BILL Holdings, Inc. reported second fiscal quarter ended December 31, 2023 results: revenue $318.5 million, net income ($0.38) per share, basic and diluted.
“Total revenue was $318.5 million, an increase of 22% year-over-year.”
BILL Holdings, Inc. shareholders approved Approval, on a Non-Binding Advisory Basis, of the Compensation of the Company's Named Executive Officers at the 2023-12-07 meeting.
“Proposal 3: Approval, on a Non-Binding Advisory Basis, of the Compensation of the Company's Named Executive Officers. For Against Abstain Broker Non-Votes 73,370,385 7,566,787 395,441 6,581,431”
BILL Holdings, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm at the 2023-12-07 meeting.
“Proposal 2: Ratification of Appointment of Independent Registered Public Accounting Firm. For Against Abstain 87,861,692 36,222 16,130”
BILL Holdings, Inc. shareholders approved Election of Directors at the 2023-12-07 meeting.
“Proposal 1: Election of Directors. For Withheld Broker Non-Votes René Lacerte 79,830,796 1,501,817 6,581,431 Peter Kight 65,421,903 15,910,710 6,581,431 Tina Reich 80,441,127 891,486 6,581,431 Scott Wagner 76,578,181 4,754,432 6,581,431”
BILL Holdings, Inc. announced a restructuring with charges of approximately $29 million to $35 million affecting global workforce and Sydney, Australia office (approximately 15%).
“On December 5, 2023, BILL Holdings, Inc. (the “Company”) announced that it will reduce its global workforce by approximately 15%, close its office in Sydney, Australia, allocate resources to its key business priorities in service of small and midsize businesses and focus on improving the profitability of its core business (the “Restructuring”). The Company estimates that it will incur charges of approximately $29 million to $35 million in connection with the Restructuring, primarily consisting of cash expenditures for severance payments, employee benefits and related costs, in addition to non-cash charges for stock-based compensation expense.”
BILL Holdings, Inc. reported first fiscal quarter ended September 30, 2023 results: revenue $305.0 million, net income ($0.26) per share, basic and diluted. Guidance reaffirmed.
“while continuing to invest behind the long term opportunity to serve millions of SMBs.” Financial Highlights for the First Quarter of Fiscal 2024: • Total revenue was $305.0 million, an increase of 33% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $265.1 million, an increase of 24% year-over-year. Subscription fees”
BILL Holdings, Inc. engaged PricewaterhouseCoopers LLP as its auditor.
“On September 5, 2023, the Audit Committee approved the engagement of PwC as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2024.”
BILL Holdings, Inc. dismissed Ernst & Young LLP as its auditor.
“On September 5, 2023, the Audit Committee (the “Audit Committee”) of the Board of Directors of BILL Holdings, Inc. (the “Company”) dismissed Ernst & Young LLP (“EY”) as the Company's independent registered public accounting firm.”
BILL Holdings, Inc. reported fiscal year ended June 30, 2023 results: revenue $1,058.5 million, net income $(2.11) per share, EPS $(2.11).
“• Total revenue was $1,058.5 million, an increase of 65% from the prior fiscal year. • Core revenue, which consists of subscription and transaction fees, was $944.7 million, an increase of 49% from the prior fiscal year.”
BILL Holdings, Inc. reported fourth quarter and fiscal year ended June 30, 2023 results: revenue $296.0 million, net income $(0.15) per share, EPS $(0.15).
“the Fourth Quarter of Fiscal 2023: The financial measures listed below identified as BILL standalone exclude the results of Divvy, Invoice2go, and Finmark. • Total revenue was $296.0 million, an increase of 48% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $259.5 million, an increase of 33% year-over-year. ◦ Subscription”
BILL Holdings, Inc. reported the third fiscal quarter ended March 31, 2023 results: revenue $272.6 million, net income $31.1 million, EPS ($0.29) per share. Guidance initiated.
“Financial Highlights for the Third Quarter of Fiscal 2023: The financial measures listed below identified as BILL standalone exclude the results of Divvy, Invoice2go, and Finmark. • Total revenue was $272.6 million, an increase of 63% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $239.5 million, an increase of 45% year-over-year. ◦ Subscription fees were $66.7 million , up 28% year-over-year. This includes $57.6 million of subscription fees from the BILL standalone platform, which increased 33% year-over-year. ◦ Transaction fees were $172.8 million, up 52% year-over-year. This includes $83.2 million of transaction fees from the BILL standalone platform, which increased 41% year-over-year, and $88.6 million of transaction fees from our Divvy spend management solution, which increased 65% year-over-year. • Float revenue, which consists of interest on funds held for customers, was $33.1 million. • G ross profit was $223.7 million, representing an”
BILL Holdings, Inc.: Adopted second amended and restated bylaws effective February 27, 2023, updating corporate name, addressing Universal Proxy Rules, revising advance notice provisions, and making other ministerial and conforming changes (effective 2023-02-27).
“In addition, on February 16, 2023, the Board approved and adopted the Company’s second amended and restated bylaws (the “ Second Amended and Restated Bylaws ”), which will become effective on February 27, 2023, in connection with the Name Change as well as the effectiveness of the Universal Proxy Rules (as defined below), certain recent changes to the DGCL, and a periodic review of the bylaws of the Company.”
BILL Holdings, Inc.: Changed corporate name from Bill.com Holdings, Inc. to BILL Holdings, Inc. via a certificate of amendment to the restated certificate of incorporation (effective 2023-02-27).
“On February 16, 2023, the board of directors (the “ Board ”) of Bill.com Holdings, Inc. (the “ Company ”) approved a certificate of amendment to its restated certificate of incorporation (the “ Certificate of Amendment ”) to change its corporate name from “Bill.com Holdings, Inc.” to “BILL Holdings, Inc.” (the “ Name Change ”). The Certificate of Amendment was filed with the Secretary of State of the State of Delaware on February 17, 2023 and will be effective on February 27, 2023.”
BILL Holdings, Inc. reported second fiscal quarter ended December 31, 2022 results: revenue $260.0 million, net income $95.1 million, EPS ($0.90) per share. Guidance initiated.
“for the Second Quarter of Fiscal 2023: The financial measures listed below identified as BILL standalone exclude the results of Divvy and Invoice2go. • Total revenue was $260.0 million, an increase of 66% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $231.1 million, an increase of 49% year-over-year. ◦ Subscription”
Rory O’Driscoll resigned as Director at BILL Holdings, Inc..
“On January 31, 2023, Rory O’Driscoll notified the Board of Directors (the “Board”) of the Company of his intent to resign from the Board effective January 31, 2023.”
BILL Holdings, Inc. shareholders rejected Non-binding advisory vote to approve the compensation of the Company’s named executive officers at the 2022-12-08 meeting.
“3. The non-binding advisory vote to approve the compensation of the Company’s named executive officers was as follows: For Against Abstain Broker Non-Votes 31,248,801 56,774,231 38,988 4,585,420”
BILL Holdings, Inc. shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year ending June 30, 2023 at the 2022-12-08 meeting.
“2. The ratification of the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the fiscal year ending June 30, 2023 was approved: For Against Abstain 92,598,621 39,297 9,522”
BILL Holdings, Inc. shareholders approved Election of Class III Directors at the 2022-12-08 meeting.
“1. The following Class III Directors were elected to serve until the 2025 Annual Meeting of Stockholders or until their successors are duly elected and qualified: For Withheld Broker Non-Votes Steven Cakebread 74,095,789 13,966,231 4,585,420 David Hornik 71,295,945 16,766,075 4,585,420 Brian Jacobs 62,480,507 25,581,513 4,585,420 Allie Kline 70,739,888 17,322,132 4,585,420”
BILL Holdings, Inc. reported first fiscal quarter ended September 30, 2022 results: revenue $229.9 million, net income $(0.78) per share, basic and diluted, EPS ($0.78).
“for the First Quarter of Fiscal 2023: The financial measures listed below identified as BILL standalone exclude the results of Divvy and Invoice2go. • Total revenue was $229.9 million, an increase of 94% year-over-year. • Core revenue, which consists of subscription and transaction fees, was $214.6 million, an increase of 83% year-over-year. ◦ Subscription”
Alison Wagonfeld was appointed as director at BILL Holdings, Inc..
“appointed Alison Wagonfeld, 52, to serve as a director of the Company, effective as of October 21, 2022.”
Bora Chung departed as Chief Experience Officer at BILL Holdings, Inc..
“On August 15, 2022, Bora Chung, the Company’s Chief Experience Officer, notified the Company that she will be retiring from the Company.”
Colleen Taylor resigned as Director at BILL Holdings, Inc..
“Colleen Taylor notified the Board of her intent to resign from the Board the Audit Committee and the Risk and Compliance Committee, in each case effective as of June 30, 2022.”
Tina Reich was appointed as Director at BILL Holdings, Inc..
“appointed Tina Reich, 45, to serve as a director of the Company, effective as of June 30, 2022.”
Mark Lenhard changed role as Chief Operating Officer at BILL Holdings, Inc..
“on April 29, 2022 the Company and Mark Lenhard, the Company’s Chief Operating Officer, agreed that he would transition out of the Company, with his last day of service being September 1, 2022.”
Aida Alvarez was appointed as director at BILL Holdings, Inc..
“On May 2, 2022, the Board of Directors (the “Board”) of the Company appointed Aida Alvarez, 72, to serve as a director of the Company, effective as of May 2, 2022.”
Steven Piaker resigned as Director at BILL Holdings, Inc..
“On February 21, 2022, Steven Piaker notified the Board of Directors (the “Board”) of Bill.com Holdings, Inc. (the “Company”) of his decision to resign from the Board and the Audit Committee of the Board, in each case effective as of February 23, 2022.”
Thomas J. Clayton resigned as Chief Revenue Officer at BILL Holdings, Inc..
“Thomas J. Clayton notified the Company of his decision to resign from his position as Chief Revenue Officer of the Company, effective February 18, 2022.”
Blake Murray was appointed as Chief Revenue Officer at BILL Holdings, Inc..
“Blake Murray, Chief Executive Officer and Co-Founder of Divvy (a subsidiary of the Company), has been appointed Chief Revenue Officer of the Company, effective immediately.”
Germaine Cota was appointed as Senior Vice President, Finance & Accounting at BILL Holdings, Inc..
“On January 24, 2022, Bill.com Holdings, Inc. (the “Company”) announced that Germaine Cota, age 41, has been appointed to the position of Senior Vice President, Finance & Accounting, and will serve as the Company’s principal accounting officer for purposes of the Company’s filings with the SEC, effective January 24, 2022.”
Scott Wagner was appointed as Director at BILL Holdings, Inc..
“In addition, on September 27, 2021, the Board of Directors (the “Board”) of the Company appointed Scott Wagner to serve as a director of the Company, effective as of September 29, 2021.”
Mark Lenhard was appointed as Chief Operating Officer at BILL Holdings, Inc..
“On September 27, 2021, Bill.com Holdings, Inc. (the “Company”) appointed Mark Lenhard to serve as Chief Operating Officer of the Company, effective as of September 29, 2021.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.