Bill.com Holdings, Inc. (BILL)
San Jose, CA, US
Bill.com Holdings, Inc. offers a powerful cloud-based platform designed to streamline, digitize, and automate the core financial operations for small and medium-sized businesses worldwide. Through its software-as-a-service (SaaS) model, the company provides sophisticated cloud payment solutions and spend management tools. These offerings empower businesses to fully automate both accounts payable and accounts receivable processes, foster seamless connections with their suppliers and clients, abolish traditional expense reports, optimize cash flow, and significantly enhance overall office efficiency. Beyond its core products, Bill.com also furnishes comprehensive support services, covering initial implementation assistance, ongoing technical help, and educational training. Its diverse client base encompasses accounting firms, financial service organizations, and various software enterprises. Established in 2006, Bill.com Holdings, Inc. maintains its corporate headquarters in San Jose, California.
Based on only 1 article — low confidence
- BILL vs. BRZE: Which Stock Should Value Investors Buy Now? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.65% | +0.54% | +12.16% | -12.26% | -17.72% | -24.40% | -13.62% | -57.80% | -69.20% | +16.14% | +16.14% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 11 | -1 |
| Hold | 9 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
48.00
+15.1%
|
| Last Quarter | 5 |
56.80
+36.1%
|
| Last Year | 16 |
55.13
+32.1%
|
| All Time | 66 |
131.80
+215.9%
|
-
Revenue growth Software - Application: +13.0%+13.4% ★ Q1'26: +13.5% (vs Q1'25)
-
EPS growth Software - Application: +28.6%+185.2% ★ Q1'26: +209.1% (vs Q1'25)
-
FCF margin FCF growth · Software - Application: +45.3%+5.5% ★ Q1'26: +31.6% (vs Q1'25)
-
EBIT margin Software - Application: +9.4%+3.4% Q1'26: +4.8% (vs Q1'25)
-
ROIC Software - Application: +7.5%+1.1% Q1'26: +1.9% (vs Q1'25)
-
Share dilution Software - Application: +0.0%-2.1% ★ Q1'26: +0.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×12.81× ★ Q1'26: 9.87× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 17 Rev. Ana. 9 EPS Ana. |
Jun 2027 18 Rev. Ana. 14 EPS Ana. |
Jun 2028 8 Rev. Ana. 4 EPS Ana. |
Jun 2029 6 Rev. Ana. 1 EPS Ana. |
Jun 2030 6 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
157.60M
est: 153.48M (+2.7%)
|
238.27M
est: 221.43M (+7.6%)
|
641.96M
est: 630.19M (+1.9%)
|
1.06B
est: 1.05B (+0.9%)
|
1.29B
est: 1.28B (+0.9%)
|
1.46B
est: 1.46B (+0.5%)
|
1.65B
1.64B – 1.66B
+13.0% YoY
|
1.85B
1.80B – 1.88B
+12.5% YoY
|
2.12B
2.11B – 2.12B
+14.5% YoY
|
2.70B
2.64B – 2.75B
+27.2% YoY
|
3.22B
3.15B – 3.27B
+19.3% YoY
|
| EBITDA |
-26.55M
est: -21.45M (-23.8%)
|
-100.17M
est: -58.73M (-70.6%)
|
-225.16M
est: -233.03M (+3.4%)
|
-102.54M
est: -282.60M (+63.7%)
|
96.03M
est: 667.58M (-85.6%)
|
138.42M
est: 760.22M (-81.8%)
|
859.31M
854.07M – 864.55M
+13.0% YoY
|
966.78M
940.79M – 982.37M
+12.5% YoY
|
1.11B
1.10B – 1.11B
+14.5% YoY
|
1.41B
1.38B – 1.43B
+27.2% YoY
|
1.68B
1.65B – 1.71B
+19.3% YoY
|
| EBIT |
-30.81M
est: -34.85M (+11.6%)
|
-111.18M
est: -70.11M (-58.6%)
|
-321.26M
est: -291.87M (-10.1%)
|
-207.71M
est: -363.13M (+42.8%)
|
-7.14M
est: 611.69M (-101.2%)
|
48.97M
est: 696.58M (-93.0%)
|
787.36M
782.56M – 792.16M
+13.0% YoY
|
885.84M
862.03M – 900.13M
+12.5% YoY
|
1.01B
1.01B – 1.02B
+14.5% YoY
|
1.29B
1.26B – 1.31B
+27.2% YoY
|
1.54B
1.51B – 1.57B
+19.3% YoY
|
| Net Income |
-31.09M
est: -26.57M (-17.0%)
|
-98.72M
est: -70.13M (-40.8%)
|
-326.36M
est: -296.06M (-10.2%)
|
-223.73M
est: -169.95M (-31.6%)
|
-28.88M
est: 222.85M (-113.0%)
|
23.80M
est: 218.16M (-89.1%)
|
261.51M
259.32M – 263.70M
+19.9% YoY
|
313.25M
279.73M – 346.77M
+19.8% YoY
|
407.73M
100.23M – 715.24M
+30.2% YoY
|
492.43M
479.57M – 504.32M
+20.8% YoY
|
668.15M
650.71M – 684.28M
+35.7% YoY
|
| SGA |
99.25M
est: 109.91M (-9.7%)
|
196.05M
est: 173.43M (+13.0%)
|
548.33M
est: 518.92M (+5.7%)
|
797.14M
est: 637.26M (+25.1%)
|
756.20M
est: 915.33M (-17.4%)
|
825.62M
est: 1.04B (-20.8%)
|
1.18B
1.17B – 1.19B
+13.0% YoY
|
1.33B
1.29B – 1.35B
+12.5% YoY
|
1.52B
1.51B – 1.52B
+14.5% YoY
|
1.93B
1.89B – 1.97B
+27.2% YoY
|
2.30B
2.26B – 2.35B
+19.3% YoY
|
| EPS |
-0.39
est: -0.26 (-52.5%)
|
-1.19
est: -0.14 (-731.7%)
|
-3.21
est: -0.36 (-800.7%)
|
-2.11
est: 1.47 (-243.3%)
|
-0.27
est: 2.08 (-113.0%)
|
0.23
est: 2.10 (-89.0%)
|
2.52
2.50 – 2.54
+19.9% YoY
|
3.05
2.69 – 3.34
+21.1% YoY
|
3.70
0.96 – 6.88
+21.5% YoY
|
4.74
4.62 – 4.85
+28.0% YoY
|
6.43
6.26 – 6.59
+35.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-05 | Oppenheimer | Outperform | Outperform | Maintain |
| 2026-04-30 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-04-24 | Truist Securities | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-15 | C+ | 2/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 52-0556948 | 11.42M | 11.10% | 4.11M | — | 11.42M | — | IA | Maryland | 2022-02-10 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 8.57M | 8.36% | — | 67.8K | 8.45M | 126.8K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 3 | (1)Names of reporting persons. BlackRock, Inc. | 6.77M | 6.60% | 6.30M | — | 6.77M | — | HC | Delaware | 2022-02-08 | ↗ |
| 4 | Morgan Stanley | 6.68M | 6.50% | — | 6.25M | — | 6.68M | HC, CO | Delaware. | 2022-02-09 | ↗ |
| 5 | Morgan Stanley Investment Management Inc. | 6.40M | 6.20% | — | 5.97M | — | 6.40M | IA, CO | Delaware. | 2022-02-09 | ↗ |
| 6 | 10 | 5.56M | 5.40% | — | 5.57M | — | 5.57M | CO | Republic of Singapore | 2022-02-14 | ↗ |
| 7 | Virtus Investment Advisers, Inc.04-2453743 | 4.91M | 6.04% | — | 4.91M | — | 4.91M | IA | A California | 2021-02-16 | ↗ |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 4.52M | 4.41% | 775.3K | 3.67M | 845.3K | 3.67M | IA | A California | 2022-02-11 | ↗ |
| 9 | Abigail P. Johnson | 3.16M | 2.96% | — | — | 3.16M | — | IN | Delaware | 2024-11-12 | ↗ |
| 10 | FMR LLC | 3.16M | 2.96% | 3.16M | — | 3.16M | — | HC | Delaware | 2024-11-12 | ↗ |
| 11 | Howard Hartenbaum (“Hartenbaum”) | 220.0K | 0.30% | 220.0K | — | 220.0K | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 12 | Steven Piaker | 153.6K | 0.20% | 153.6K | — | 153.6K | — | IN | — | 2021-02-12 | ↗ |
| 13 | David M. Hornik (“Hornik”) | 77.4K | 0.10% | 77.4K | — | 77.4K | — | IN | U.S. Citizen | 2021-02-16 | ↗ |
| 14 | Manu Rana | 75.7K | 0.09% | 75.7K | — | 75.7K | — | IN | — | 2021-02-16 | ↗ |
| 15 | Napier Park Global Capital (US), L.P. | 3.8K | 0.00% | 3.8K | — | 3.8K | — | PN | — | 2021-02-16 | ↗ |
| 16 | 95-1411037 | 13.00 | 5.20% | 5.22M | — | 5.35M | — | IA | Delaware | 2022-02-11 | ↗ |
| 17 | August Capital Management V, L.L.C. (“ACM V”) | — | 0.00% | — | — | — | — | OO | Delaware | 2021-02-16 | ↗ |
| 18 | August Capital V Special Opportunities, L.P. (“August V SO”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 19 | August Capital V, L.P. (“August V”) | — | 0.00% | — | — | — | — | PN | Delaware | 2021-02-16 | ↗ |
| 20 | Ten Coves Capital I GP, LLC (f/k/a Financial Partners Fund I GP, LLC) | — | 0.00% | — | — | — | — | OO | — | 2021-02-12 | ↗ |
| 21 | Ten Coves Capital I, LP (f/k/a Financial Partners Fund I, L.P.) | — | 0.00% | — | — | — | — | PN | — | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 8.52M +8.5M (+100.0%) | 464.59B +464.6B (+100.0%) | 8.42% +8.415 pp | 100.00% +100.000 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 10.20M -648.5K (-6.0%) | 556.04M -18.3M (-3.2%) | 10.07% -0.433 pp | 0.01% -0.001 pp | USD123.33 -55.8% | 25 qtrs — |
| 3 | BLACKROCK, INC. | 8.04M -537.9K (-6.3%) | 438.40M -15.9M (-3.5%) | 7.94% -0.367 pp | 0.01% -0.001 pp | USD67.27 -18.9% | 6 qtrs — |
| 4 | STARBOARD VALUE LP | 7.02M +— (+0.0%) | 383.14M +11.0M (+3.0%) | 6.94% +0.135 pp | 7.26% +0.256 pp | USD52.97 +3.0% | 2 qtrs — |
| 5 | CONTOUR ASSET MANAGEMENT LLC | 4.71M +1.5M (+45.5%) | 256.91M +85.4M (+49.8%) | 4.65% +1.516 pp | 5.99% +1.695 pp | USD49.13 +11.0% | 4 qtrs — |
| 6 | POINT72 ASSET MANAGEMENT, L.P. | 4.15M +2.4M (+132.6%) | 226.51M +131.9M (+139.5%) | 4.10% +2.373 pp | 0.25% +0.095 pp | USD55.16 -1.1% | 25 qtrs — |
| 7 | AMERIPRISE FINANCIAL INC | 3.21M +660.6K (+25.9%) | 174.90M +40.0M (+29.7%) | 3.17% +0.701 pp | 0.04% +0.009 pp | USD68.28 -20.1% | 25 qtrs — |
| 8 | STATE STREET CORP | 3.04M +172.7K (+6.0%) | 165.94M +13.9M (+9.2%) | 3.01% +0.226 pp | 0.01% +0.000 pp | USD124.61 -56.2% | 24 qtrs — |
| 9 | ELLIOTT INVESTMENT MANAGEMENT L.P. | 3.00M +— (+0.0%) | 163.62M +4.7M (+3.0%) | 2.96% +0.058 pp | 0.72% +0.025 pp | USD52.97 +3.0% | 2 qtrs — |
| 10 | DIMENSIONAL FUND ADVISORS LP | 2.96M -384.8K (-11.5%) | 161.68M -15.7M (-8.9%) | 2.93% -0.316 pp | 0.03% -0.004 pp | USD59.04 -7.6% | 22 qtrs — |
| 11 | MARSHALL WACE, LLP | 2.96M +791.2K (+36.5%) | 161.33M +46.6M (+40.6%) | 2.92% +0.823 pp | 0.15% +0.031 pp | USD55.48 -1.7% | 19 qtrs — |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.93M -166.8K (-5.4%) | 159.85M -4.2M (-2.6%) | 2.90% -0.105 pp | 0.02% 0.000 pp | USD140.74 -61.2% | 25 qtrs — |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 2.89M -544.5K (-15.9%) | 157.43M -24.3M (-13.4%) | 2.85% -0.472 pp | 0.03% -0.004 pp | USD63.50 -14.1% | 20 qtrs — |
| 14 | SENVEST MANAGEMENT, LLC | 2.57M +1.6M (+155.8%) | 140.35M +87.1M (+163.4%) | 2.54% +1.568 pp | 4.35% +2.639 pp | USD53.12 +2.7% | 5 qtrs — |
| 15 | UBS GROUP AG | 2.24M -3.7M (-62.5%) | 122.17M -194.1M (-61.4%) | 2.21% -3.571 pp | 0.02% -0.030 pp | USD52.73 +3.4% | 25 qtrs — |
| 16 | BANK OF AMERICA CORP /DE/ | 2.08M +589.2K (+39.6%) | 113.36M +34.5M (+43.7%) | 2.05% +0.611 pp | 0.01% +0.003 pp | USD58.45 -6.7% | 25 qtrs — |
| 17 | MORGAN STANLEY | 1.90M +1.1M (+126.5%) | 103.51M +59.1M (+133.2%) | 1.87% +1.063 pp | 0.01% +0.004 pp | USD96.14 -43.3% | 25 qtrs — |
| 18 | ROYAL BANK OF CANADA | 1.64M -339.5K (-17.2%) | 89.19M -15.4M (-14.7%) | 1.62% -0.298 pp | 0.01% -0.003 pp | USD53.88 +1.2% | 25 qtrs — |
| 19 | GEODE CAPITAL MANAGEMENT, LLC | 1.55M -77.2K (-4.7%) | 84.59M -1.7M (-1.9%) | 1.53% -0.045 pp | 0.01% 0.000 pp | USD134.80 -59.5% | 24 qtrs — |
| 20 | PARNASSUS INVESTMENTS, LLC | 1.46M +558.2K (+61.6%) | 79.84M +31.9M (+66.4%) | 1.45% +0.569 pp | 0.21% +0.096 pp | USD52.07 +4.7% | 4 qtrs — |
| 21 | FMR LLC | 1.06M +17.9K (+1.7%) | 57.60M +2.6M (+4.7%) | 1.04% +0.038 pp | 0.00% +0.000 pp | USD104.16 -47.6% | 25 qtrs — |
| 22 | NORGES BANK | 995.2K +995.2K (+100.0%) | 54.28M +54.3M (+100.0%) | 0.98% +0.983 pp | 0.01% +0.006 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 23 | CITADEL ADVISORS LLC | 898.5K -264.8K (-22.8%) | 49.00M -12.6M (-20.5%) | 0.89% -0.239 pp | 0.01% -0.002 pp | USD89.78 -39.3% | 24 qtrs — |
| 24 | LIGHT STREET CAPITAL MANAGEMENT, LLC | 878.0K -84.5K (-8.8%) | 47.89M -3.1M (-6.1%) | 0.87% -0.065 pp | 7.37% -1.207 pp | USD51.54 +5.8% | 9 qtrs — |
| 25 | MILLENNIUM MANAGEMENT LLC | 869.7K +202.9K (+30.4%) | 47.43M +12.1M (+34.3%) | 0.86% +0.213 pp | 0.02% +0.005 pp | USD55.41 -1.6% | 23 qtrs — |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 830.1K -14.5K (-1.7%) | 45.28M +534.3K (+1.2%) | 0.82% +0.002 pp | 0.01% 0.000 pp | USD120.22 -54.6% | 23 qtrs — |
| 27 | UBS ASSET MANAGEMENT AMERICAS INC | 818.2K -702.8K (-46.2%) | 44.63M -35.9M (-44.6%) | 0.81% -0.665 pp | 0.01% -0.008 pp | USD71.80 -24.0% | 23 qtrs — |
| 28 | INVENOMIC CAPITAL MANAGEMENT LP | 708.9K +69.0K (+10.8%) | 38.66M +4.8M (+14.1%) | 0.70% +0.080 pp | 1.80% +0.159 pp | USD47.20 +15.6% | 7 qtrs — |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 703.4K -1.6M (-69.3%) | 38.36M -83.1M (-68.4%) | 0.69% -1.526 pp | 0.00% -0.010 pp | USD65.89 -17.2% | 24 qtrs — |
| 30 | SENATOR INVESTMENT GROUP LP | 693.4K +693.4K (+100.0%) | 37.82M +37.8M (+100.0%) | 0.69% +0.685 pp | 1.52% +1.516 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 31 | BANK OF NEW YORK MELLON CORP | 674.3K -17.2K (-2.5%) | 36.77M +148.7K (+0.4%) | 0.67% -0.004 pp | 0.01% -0.001 pp | USD133.56 -59.2% | 24 qtrs — |
| 32 | NORTHERN TRUST CORP | 672.8K -61.3K (-8.4%) | 36.69M -2.2M (-5.6%) | 0.66% -0.047 pp | 0.00% 0.000 pp | USD119.68 -54.4% | 25 qtrs — |
| 33 | MANGROVE PARTNERS | 655.4K +67.4K (+11.5%) | 35.74M +4.6M (+14.8%) | 0.65% +0.078 pp | 2.91% +0.612 pp | USD53.13 +2.7% | 2 qtrs — |
| 34 | ASSENAGON ASSET MANAGEMENT S.A. | 643.0K +595.0K (+1,237.7%) | 35.07M +32.5M (+1,277.3%) | 0.63% +0.584 pp | 0.05% +0.045 pp | USD54.48 +0.1% | 9 qtrs — |
| 35 | FRONTIER CAPITAL MANAGEMENT CO LLC | 641.7K +4.2K (+0.7%) | 35.00M +1.2M (+3.6%) | 0.63% +0.016 pp | 0.37% +0.069 pp | USD74.30 -26.6% | 15 qtrs — |
| 36 | LPL FINANCIAL LLC | 591.4K -72.1K (-10.9%) | 32.25M -2.9M (-8.2%) | 0.58% -0.059 pp | 0.01% -0.001 pp | USD48.23 +13.1% | 22 qtrs — |
| 37 | BNP PARIBAS ARBITRAGE, SNC | 570.1K +309.1K (+118.5%) | 31.09M +17.3M (+124.9%) | 0.56% +0.310 pp | 0.01% +0.007 pp | USD55.01 -0.9% | 5 qtrs — |
| 38 | BALYASNY ASSET MANAGEMENT L.P. | 509.2K -992.1K (-66.1%) | 27.77M -51.8M (-65.1%) | 0.50% -0.951 pp | 0.04% -0.066 pp | USD52.97 +3.0% | 2 qtrs — |
| 39 | GREENHOUSE FUNDS LLLP | 500.0K +— (+0.0%) | 27.27M +785.0K (+3.0%) | 0.49% +0.010 pp | 0.99% +0.016 pp | USD52.97 +3.0% | 2 qtrs — |
| 40 | RETIREMENT SYSTEMS OF ALABAMA | 490.4K -3.9K (-0.8%) | 26.75M +564.4K (+2.2%) | 0.48% +0.002 pp | 0.09% 0.000 pp | USD56.42 -3.3% | 5 qtrs — |
| 41 | BARCLAYS PLC | 406.5K +361.5K (+804.0%) | 22.17M +19.8M (+834.5%) | 0.40% +0.358 pp | 0.01% +0.005 pp | USD55.48 -1.7% | 16 qtrs — |
| 42 | JANE STREET GROUP, LLC | 397.5K +263.2K (+195.9%) | 21.68M +14.6M (+204.6%) | 0.39% +0.263 pp | 0.00% +0.002 pp | USD54.80 -0.5% | 22 qtrs — |
| 43 | BARINGTON CAPITAL GROUP, L.P. | 390.0K +325.0K (+500.0%) | 21.27M +17.8M (+517.8%) | 0.39% +0.322 pp | 13.96% +11.375 pp | USD54.28 +0.5% | 2 qtrs — |
| 44 | RAYMOND JAMES FINANCIAL INC | 370.3K -8.1K (-2.2%) | 20.38M +337.4K (+1.7%) | 0.37% -0.001 pp | 0.01% 0.000 pp | USD73.16 -25.5% | 5 qtrs — |
| 45 | DEUTSCHE BANK AG\ | 365.7K +357.3K (+4,231.6%) | 19.95M +19.5M (+4,360.0%) | 0.36% +0.353 pp | 0.01% +0.006 pp | USD55.05 -0.9% | 25 qtrs — |
| 46 | PAR CAPITAL MANAGEMENT INC | 325.0K -1.6M (-83.1%) | 17.73M -84.2M (-82.6%) | 0.32% -1.544 pp | 0.47% -2.517 pp | USD52.97 +3.0% | 2 qtrs — |
| 47 | BANK OF MONTREAL /CAN/ | 321.7K +19.2K (+6.4%) | 17.54M +1.5M (+9.5%) | 0.32% +0.025 pp | 0.01% 0.000 pp | USD50.04 +9.0% | 24 qtrs — |
| 48 | JPMORGAN CHASE & CO | 316.7K -27.7K (-8.0%) | 17.27M -969.7K (-5.3%) | 0.31% -0.021 pp | 0.00% +0.000 pp | USD63.96 -14.7% | 25 qtrs — |
| 49 | READYSTATE ASSET MANAGEMENT LP | 313.3K +182.8K (+140.1%) | 17.09M +10.2M (+147.2%) | 0.31% +0.183 pp | 0.69% +0.398 pp | USD53.89 +1.2% | 2 qtrs — |
| 50 | LOOMIS SAYLES & CO L P | 299.0K -205.0 (-0.1%) | 16.31M +458.6K (+2.9%) | 0.30% +0.006 pp | 0.02% +0.001 pp | USD52.97 +3.0% | 2 qtrs — |
| 51 | NEWEDGE WEALTH, LLC | 289.3K +289.3K (+100.0%) | 15.78M +15.8M (+100.0%) | 0.28% +0.284 pp | 0.18% +0.178 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 52 | MERIDIEM CAPITAL PARTNERS LP | 273.8K +273.8K (+100.0%) | 14.93M +14.9M (+100.0%) | 0.27% +0.271 pp | 0.90% +0.901 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 53 | BLAIR WILLIAM & CO/IL | 272.7K -13.9K (-4.8%) | 14.88M -308.0K (-2.0%) | 0.27% -0.008 pp | 0.04% -0.001 pp | USD54.67 -0.2% | 23 qtrs — |
| 54 | ARMISTICE CAPITAL, LLC | 271.4K +152.2K (+127.7%) | 14.80M +8.5M (+134.4%) | 0.27% +0.153 pp | 0.18% +0.083 pp | USD53.85 +1.3% | 9 qtrs — |
| 55 | INVESCO LTD. | 269.4K -19.0K (-6.6%) | 14.69M -585.8K (-3.8%) | 0.27% -0.013 pp | 0.00% 0.000 pp | USD84.28 -35.3% | 25 qtrs — |
| 56 | CANADA PENSION PLAN INVESTMENT BOARD | 258.8K +45.2K (+21.2%) | 14.11M +2.8M (+24.8%) | 0.26% +0.049 pp | 0.01% +0.002 pp | USD57.22 -4.7% | 16 qtrs — |
| 57 | GOTHAM ASSET MANAGEMENT, LLC | 256.0K +129.5K (+102.4%) | 13.96M +7.3M (+108.4%) | 0.25% +0.130 pp | 0.05% +0.022 pp | USD53.10 +2.7% | 5 qtrs — |
| 58 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 253.4K -134.0K (-34.6%) | 13.82M -6.7M (-32.6%) | 0.25% -0.125 pp | 0.04% -0.028 pp | USD46.16 +18.2% | 7 qtrs — |
| 59 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 244.9K +239.7K (+4,657.9%) | 13.36M +13.1M (+4,798.9%) | 0.24% +0.237 pp | 0.10% +0.102 pp | USD54.36 +0.3% | 25 qtrs — |
| 60 | FEDERATED HERMES, INC. | 231.7K -800.0 (-0.3%) | 12.63M +321.3K (+2.6%) | 0.23% +0.004 pp | 0.02% -0.001 pp | USD50.80 +7.4% | 9 qtrs — |
| 61 | RHUMBLINE ADVISERS | 228.7K -24.8K (-9.8%) | 12.47M -954.7K (-7.1%) | 0.23% -0.020 pp | 0.01% -0.001 pp | USD102.40 -46.7% | 24 qtrs — |
| 62 | SG AMERICAS SECURITIES, LLC | 202.6K +198.1K (+4,354.2%) | 11.05M +10.8M (+4,485.5%) | 0.20% +0.194 pp | 0.01% +0.013 pp | USD54.37 +0.3% | 10 qtrs — |
| 63 | POTRERO CAPITAL RESEARCH LLC | 200.0K +— (+0.0%) | 10.91M +314.0K (+3.0%) | 0.20% +0.004 pp | 3.67% +2.454 pp | USD52.97 +3.0% | 2 qtrs — |
| 64 | HSBC HOLDINGS PLC | 198.4K +198.4K (+100.0%) | 10.89M +10.9M (+100.0%) | 0.20% +0.196 pp | 0.01% +0.006 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 65 | TWO SIGMA INVESTMENTS, LP | 192.6K -174.8K (-47.6%) | 10.50M -9.0M (-46.0%) | 0.19% -0.166 pp | 0.01% -0.014 pp | USD58.77 -7.2% | 9 qtrs — |
| 66 | PRINCIPAL FINANCIAL GROUP INC | 191.5K -12.4K (-6.1%) | 10.44M -354.0K (-3.3%) | 0.19% -0.010 pp | 0.01% 0.000 pp | USD85.35 -36.1% | 25 qtrs — |
| 67 | IRIDIAN ASSET MANAGEMENT LLC/CT | 187.4K +35.9K (+23.7%) | 10.22M +2.2M (+27.3%) | 0.18% +0.037 pp | 3.76% +0.604 pp | USD52.50 +3.9% | 12 qtrs — |
| 68 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 175.6K +175.6K (+100.0%) | 9.58M +9.6M (+100.0%) | 0.17% +0.174 pp | 0.33% +0.327 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 69 | SWISS NATIONAL BANK | 170.4K -19.3K (-10.2%) | 9.29M -754.8K (-7.5%) | 0.17% -0.015 pp | 0.01% 0.000 pp | USD167.66 -67.5% | 23 qtrs — |
| 70 | ONE FIN CAPITAL MANAGEMENT LP | 170.0K -50.0K (-22.7%) | 9.27M -2.4M (-20.4%) | 0.17% -0.045 pp | 3.00% -0.830 pp | USD52.97 +3.0% | 2 qtrs — |
| 71 | GOLDMAN SACHS GROUP INC | 165.7K -89.1K (-35.0%) | 9.04M -4.5M (-33.0%) | 0.16% -0.083 pp | 0.00% -0.001 pp | USD81.85 -33.4% | 25 qtrs — |
| 72 | NUVEEN, LLC | 157.6K -46.6K (-22.8%) | 8.59M -2.2M (-20.5%) | 0.16% -0.042 pp | 0.00% -0.001 pp | USD46.09 +18.3% | 4 qtrs — |
| 73 | TOTEM POINT MANAGEMENT, LLC | 155.1K +83.9K (+117.8%) | 8.46M +4.7M (+124.2%) | 0.15% +0.084 pp | 8.44% +5.076 pp | USD53.82 +1.3% | 2 qtrs — |
| 74 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 153.0K -17.9K (-10.5%) | 8.35M -707.3K (-7.8%) | 0.15% -0.014 pp | 0.00% -0.001 pp | USD122.61 -55.5% | 23 qtrs — |
| 75 | OSSIAM | 149.7K +— (+0.0%) | 8.16M +235.0K (+3.0%) | 0.15% +0.003 pp | 0.16% +0.061 pp | USD52.97 +3.0% | 2 qtrs — |
| 76 | ALLIANCEBERNSTEIN L.P. | 144.1K +14.6K (+11.3%) | 7.86M +999.9K (+14.6%) | 0.14% +0.017 pp | 0.00% +0.000 pp | USD72.35 -24.6% | 23 qtrs — |
| 77 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 136.7K -25.4K (-15.7%) | 7.46M -1.4M (-15.6%) | 0.14% -0.022 pp | 0.01% +0.000 pp | USD95.56 -42.9% | 23 qtrs — |
| 78 | LEGAL & GENERAL GROUP PLC | 136.3K -16.4K (-10.7%) | 7.43M -653.7K (-8.1%) | 0.13% -0.013 pp | 0.00% 0.000 pp | USD168.54 -67.6% | 25 qtrs — |
| 79 | HUDSON BAY CAPITAL MANAGEMENT LP | 122.5K +122.5K (+100.0%) | 6.68M +6.7M (+100.0%) | 0.12% +0.121 pp | 0.02% +0.022 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 80 | CAPITAL FUND MANAGEMENT S.A. | 116.9K -14.7K (-11.2%) | 6.38M -595.1K (-8.5%) | 0.12% -0.012 pp | 0.02% -0.001 pp | USD63.14 -13.6% | 12 qtrs — |
| 81 | FREESTONE GROVE PARTNERS LP | 116.2K +116.2K (+100.0%) | 6.34M +6.3M (+100.0%) | 0.11% +0.115 pp | 0.05% +0.046 pp | USD54.54 +0.0% | 1 qtrs NEW |
| 82 | CIBC PRIVATE WEALTH GROUP, LLC | 114.6K +9.0K (+8.5%) | 6.25M +658.0K (+11.8%) | 0.11% +0.011 pp | 0.01% +0.001 pp | USD51.13 +6.7% | 13 qtrs — |
| 83 | WALLEYE TRADING LLC | 113.5K -178.6K (-61.1%) | 6.19M -9.3M (-60.0%) | 0.11% -0.171 pp | 0.01% -0.015 pp | USD61.84 -11.8% | 24 qtrs — |
| 84 | COHEN CAPITAL MANAGEMENT, INC. | 109.8K +— (+0.0%) | 5.99M +172.4K (+3.0%) | 0.11% +0.001 pp | 0.90% -0.004 pp | USD54.15 +0.7% | 8 qtrs — |
| 85 | QUANTINNO CAPITAL MANAGEMENT LP | 107.8K +23.7K (+28.2%) | 5.88M +1.4M (+32.0%) | 0.11% +0.025 pp | 0.01% 0.000 pp | USD57.61 -5.3% | 10 qtrs — |
| 86 | VERITION FUND MANAGEMENT LLC | 100.2K +71.4K (+247.9%) | 5.46M +3.9M (+258.2%) | 0.10% +0.071 pp | 0.02% +0.015 pp | USD52.87 +3.2% | 7 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-28 | Rettig John R. | Officer | M-Exempt | A | Common Stock | 5,710 | 0.00 | — | 152,396 | D | ↗ |
| 2026-02-28 | Moss Kenneth A | Officer | M-Exempt | A | Common Stock | 1,983 | 0.00 | — | 158,336 | D | ↗ |
| 2026-02-28 | Lacerte Rene A. | Director / Officer | M-Exempt | A | Common Stock | 6,661 | 0.00 | — | 114,114 | D | ↗ |
| 2026-02-28 | Bowman Mary Kay | Officer | M-Exempt | A | Common Stock | 4,147 | 0.00 | — | 60,863 | D | ↗ |
| 2026-01-15 | Wernikoff Daniel A | Director | M-Exempt | D | Restricted Stock Units | 1,531 | 0.00 | — | 3,062 | D | ↗ |
| 2026-01-15 | Gohman Keri | Director | M-Exempt | D | Restricted Stock Units | 1,531 | 0.00 | — | 3,062 | D | ↗ |
| 2025-12-11 | Wernikoff Daniel A | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Wagonfeld Alison | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Reich Tina | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Mnookin Allison | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Kline Katherine M. A. | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Johnson Elizabeth S. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-11 | Hornik David | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | Gohman Keri | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-11 | DERSE NATALIE MARIE | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-11 | ALVAREZ AIDA | Director | A-Award | A | Restricted Stock Units | 3,639 | 0.00 | — | 3,639 | D | ↗ |
| 2025-12-05 | Wagonfeld Alison | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-05 | Reich Tina | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-05 | Mnookin Allison | Director | M-Exempt | A | Common Stock | 2,095 | 0.00 | — | 8,537 | D | ↗ |
| 2025-12-05 | Lacerte Rene A. | Director / Officer | G-Gift | D | Common Stock | 15,190 | 0.00 | — | 99,593 | I | ↗ |
| 2025-12-05 | Kline Katherine M. A. | Director | M-Exempt | A | Common Stock | 2,095 | 0.00 | — | 11,027 | D | ↗ |
| 2025-12-05 | JACOBS BRIAN | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-05 | Hornik David | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-05 | CAKEBREAD STEVEN | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-05 | ALVAREZ AIDA | Director | M-Exempt | D | Restricted Stock Units | 2,095 | 0.00 | — | 0 | D | ↗ |
| 2025-12-04 | Rettig John R. | Officer | G-Gift | D | Common Stock | 10,500 | 0.00 | — | 69,974 | I | ↗ |
| 2025-12-02 | Cota Germaine | Officer | S-Sale | D | Common Stock | 1,104 | 51.23 | 56.6K | 10,812 | D | ↗ |
| 2025-11-28 | Rettig John R. | Officer | M-Exempt | A | Common Stock | 5,710 | 0.00 | — | 140,802 | D | ↗ |
| 2025-11-28 | Moss Kenneth A | Officer | M-Exempt | D | Restricted Stock Units | 83 | 0.00 | — | 917 | I | ↗ |
| 2025-11-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 5,358 | 0.00 | — | 16,077 | D | ↗ |
| 2025-11-28 | Cota Germaine | Officer | M-Exempt | D | Restricted Stock Unit | 454 | 0.00 | — | 1,362 | D | ↗ |
| 2025-11-28 | Bowman Mary Kay | Officer | M-Exempt | A | Common Stock | 14,786 | 0.00 | — | 45,432 | D | ↗ |
| 2025-10-21 | Wagonfeld Alison | Director | M-Exempt | A | Common Stock | 1,039 | 0.00 | — | 1,039 | D | ↗ |
| 2025-10-17 | Kirkpatrick Lee | Director | A-Award | A | Restricted Stock Units | 7,831 | 0.00 | — | 7,831 | D | ↗ |
| 2025-10-17 | Feld Peter A | Director | A-Award | A | Restricted Stock Unit | 7,831 | 0.00 | — | 7,831 | D | ↗ |
| 2025-09-15 | Rettig John R. | Officer | A-Award | A | Restricted Stock Units | 73,000 | 0.00 | — | 73,000 | D | ↗ |
| 2025-09-15 | Moss Kenneth A | Officer | A-Award | A | Restricted Stock Units | 45,650 | 0.00 | — | 45,650 | D | ↗ |
| 2025-09-15 | Lacerte Rene A. | Director / Officer | A-Award | A | Restricted Stock Units | 87,600 | 0.00 | — | 87,600 | D | ↗ |
| 2025-09-15 | Cota Germaine | Officer | A-Award | A | Restricted Stock Units | 2,920 | 0.00 | — | 2,920 | D | ↗ |
| 2025-09-15 | Bowman Mary Kay | Officer | A-Award | A | Restricted Stock Units | 29,346 | 0.00 | — | 29,346 | D | ↗ |
| 2025-09-02 | Cota Germaine | Officer | S-Sale | D | Common Stock | 1,721 | 45.22 | 77.8K | 10,085 | D | ↗ |
| 2025-09-02 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 3,971 | 45.22 | 179.6K | 9,298 | D | ↗ |
| 2025-08-28 | Rettig John R. | Officer | M-Exempt | A | Common Stock | 17,327 | 0.00 | — | 109,430 | D | ↗ |
| 2025-08-28 | Moss Kenneth A | Officer | F-InKind | D | Common Stock | 19,734 | 49.20 | 970.9K | 120,378 | D | ↗ |
| 2025-08-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Performance Stock Units | 2,367 | 0.00 | — | 0 | D | ↗ |
| 2025-08-28 | Cota Germaine | Officer | M-Exempt | A | Common Stock | 3,577 | 0.00 | — | 13,089 | D | ↗ |
| 2025-08-28 | Bowman Mary Kay | Officer | M-Exempt | A | Common Stock | 29,804 | 0.00 | — | 29,804 | D | ↗ |
| 2025-08-28 | Aji Rajesh A. | Officer | F-InKind | D | Common Stock | 2,216 | 49.20 | 109.0K | 13,269 | D | ↗ |
| 2025-08-19 | Rettig John R. | Officer | A-Award | A | Performance Stock Units | 68,512 | 0.00 | — | 68,512 | D | ↗ |
| 2025-08-19 | Moss Kenneth A | Officer | A-Award | A | Performance Stock Units | 23,789 | 0.00 | — | 23,789 | D | ↗ |
| 2025-08-19 | Lacerte Rene A. | Director / Officer | A-Award | A | Performance Stock Units | 79,931 | 0.00 | — | 79,931 | D | ↗ |
| 2025-08-19 | Bowman Mary Kay | Officer | A-Award | A | Performance Stock Units | 49,771 | 0.00 | — | 49,771 | D | ↗ |
| 2025-08-19 | Aji Rajesh A. | Officer | A-Award | A | Performance Stock Units | 15,462 | 0.00 | — | 15,462 | D | ↗ |
| 2025-08-15 | Jain Rohini | Officer | A-Award | A | Restricted Stock Units | 201,258 | 0.00 | — | 201,258 | D | ↗ |
| 2025-07-07 | Jain Rohini | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-06-30 | Reich Tina | Director | M-Exempt | A | Common Stock | 1,213 | 0.00 | — | 7,387 | D | ↗ |
| 2025-06-24 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 1,780 | 45.25 | 80.5K | 9,298 | D | ↗ |
| 2025-06-03 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 2,481 | 45.00 | 111.6K | 11,078 | D | ↗ |
| 2025-05-30 | Cota Germaine | Officer | S-Sale | D | Common Stock | 1,718 | 42.55 | 73.1K | 9,512 | D | ↗ |
| 2025-05-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Unit | 1,114 | 0.00 | — | 1,115 | D | ↗ |
| 2025-05-28 | Moss Kenneth A | Officer | M-Exempt | D | Restricted Stock Units | 36 | 0.00 | — | 182 | I | ↗ |
| 2025-05-28 | Lacerte Rene A. | Director / Officer | M-Exempt | A | Common Stock | 20,111 | 0.00 | — | 52,306 | D | ↗ |
| 2025-05-28 | Cota Germaine | Officer | M-Exempt | D | Restricted Stock Unit | 261 | 0.00 | — | 2,352 | D | ↗ |
| 2025-05-28 | Aji Rajesh A. | Officer | M-Exempt | D | Restricted Stock Unit | 557 | 0.00 | — | 558 | D | ↗ |
| 2025-05-05 | Cieri Michael | Officer | — | — | Restricted Stock Units | 206,361 | 0.00 | — | 0 | D | ↗ |
| 2025-05-02 | ALVAREZ AIDA | Director | M-Exempt | A | Common Stock | 1,165 | 0.00 | — | 8,112 | D | ↗ |
| 2025-02-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Unit | 4,287 | 0.00 | — | 25,723 | D | ↗ |
| 2025-02-28 | Moss Kenneth A | Officer | M-Exempt | D | Restricted Stock Units | 31 | 0.00 | — | 62 | I | ↗ |
| 2025-02-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Performance Stock Units | 2,368 | 0.00 | — | 4,734 | D | ↗ |
| 2025-02-28 | Cota Germaine | Officer | M-Exempt | D | Restricted Stock Unit | 261 | 0.00 | — | 2,613 | D | ↗ |
| 2025-02-28 | Aji Rajesh A. | Officer | M-Exempt | A | Common Stock | 5,394 | 0.00 | — | 13,206 | D | ↗ |
| 2025-01-31 | Wagonfeld Alison | Director | S-Sale | D | Common Stock | 979 | 100.00 | 97.9K | 0 | D | ↗ |
| 2025-01-31 | Cota Germaine | Officer | S-Sale | D | Common Stock | 3,938 | 100.00 | 393.8K | 2,901 | D | ↗ |
| 2025-01-15 | Wernikoff Daniel A | Director | A-Award | A | Restricted Stock Units | 4,593 | 0.00 | — | 4,593 | D | ↗ |
| 2025-01-15 | Gohman Keri | Director | A-Award | A | Restricted Stock Units | 4,593 | 0.00 | — | 4,593 | D | ↗ |
| 2024-12-09 | Wagonfeld Alison | Director | S-Sale | D | Common Stock | 2,163 | 96.28 | 208.3K | 979 | D | ↗ |
| 2024-12-05 | Wagonfeld Alison | Director | M-Exempt | A | Common Stock | 2,883 | 0.00 | — | 3,142 | D | ↗ |
| 2024-12-05 | Wagner Scott | Director | M-Exempt | A | Common Stock | 2,883 | 0.00 | — | 14,714 | D | ↗ |
| 2024-12-05 | Reich Tina | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | Mnookin Allison | Director | M-Exempt | A | Common Stock | 2,883 | 0.00 | — | 6,442 | D | ↗ |
| 2024-12-05 | Kline Katherine M. A. | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | KIGHT PETER J | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | JACOBS BRIAN | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | Hornik David | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | FISHER STEPHEN | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | CAKEBREAD STEVEN | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | ALVAREZ AIDA | Director | M-Exempt | D | Restricted Stock Units | 2,883 | 0.00 | — | 0 | D | ↗ |
| 2024-12-02 | Cota Germaine | Officer | S-Sale | D | Common Stock | 803 | 89.99 | 72.3K | 6,839 | D | ↗ |
| 2024-12-02 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 1,905 | 89.99 | 171.4K | 7,812 | D | ↗ |
| 2024-11-29 | Rettig John R. | Officer | F-InKind | D | Common Stock | 9,744 | 90.22 | 879.1K | 70,337 | D | ↗ |
| 2024-11-29 | Moss Kenneth A | Officer | F-InKind | D | Common Stock | 77 | 90.22 | 6.9K | 2,925 | I | ↗ |
| 2024-11-29 | Lacerte Rene A. | Director / Officer | F-InKind | D | Common Stock | 11,395 | 90.22 | 1.03M | 18,209 | D | ↗ |
| 2024-11-29 | Cota Germaine | Officer | F-InKind | D | Common Stock | 1,280 | 90.22 | 115.5K | 7,642 | D | ↗ |
| 2024-11-29 | Aji Rajesh A. | Officer | F-InKind | D | Common Stock | 1,963 | 90.22 | 177.1K | 9,717 | D | ↗ |
| 2024-11-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Unit | 1,114 | 0.00 | — | 3,343 | D | ↗ |
| 2024-11-28 | Moss Kenneth A | Officer | M-Exempt | D | Restricted Stock Units | 60 | 0.00 | — | 665 | I | ↗ |
| 2024-11-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 8,309 | 0.00 | — | 124,644 | D | ↗ |
| 2024-11-28 | Cota Germaine | Officer | M-Exempt | A | Common Stock | 3,574 | 0.00 | — | 8,922 | D | ↗ |
| 2024-11-28 | Aji Rajesh A. | Officer | M-Exempt | D | Restricted Stock Unit | 1,786 | 0.00 | — | 12,504 | D | ↗ |
| 2024-11-12 | Wagonfeld Alison | Director | S-Sale | D | Common Stock | 779 | 90.00 | 70.1K | 259 | D | ↗ |
| 2024-11-08 | Cota Germaine | Officer | S-Sale | D | Common Stock | 1,525 | 77.99 | 118.9K | 5,348 | D | ↗ |
| 2024-10-21 | Wagonfeld Alison | Director | S-Sale | D | Common Stock | 519 | 57.50 | 29.8K | 1,038 | D | ↗ |
| 2024-10-11 | Moss Kenneth A | Officer | — | — | Performance Stock Units | 14,245 | 0.00 | — | 0 | D | ↗ |
| 2024-10-11 | Bowman Mary Kay | Officer | — | — | Performance Stock Units | 29,803 | 0.00 | — | 0 | D | ↗ |
| 2024-09-29 | Wagner Scott | Director | M-Exempt | A | Common Stock | 449 | 0.00 | — | 11,831 | D | ↗ |
| 2024-09-16 | Rettig John R. | Officer | A-Award | A | Performance Stock Units | 68,376 | 0.00 | — | 68,376 | — | ↗ |
| 2024-09-16 | Lacerte Rene A. | Director / Officer | A-Award | A | Performance Stock Units | 53,181 | 0.00 | — | 53,181 | — | ↗ |
| 2024-09-16 | Cota Germaine | Officer | A-Award | A | Restricted Stock Units | 17,189 | 0.00 | — | 17,189 | — | ↗ |
| 2024-09-16 | Aji Rajesh A. | Officer | A-Award | A | Performance Stock Units | 9,259 | 0.00 | — | 9,259 | — | ↗ |
| 2024-08-30 | Cota Germaine | Officer | S-Sale | D | Common Stock | 763 | 54.71 | 41.7K | 6,901 | — | ↗ |
| 2024-08-30 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 2,386 | 54.70 | 130.5K | 7,912 | — | ↗ |
| 2024-08-28 | Rettig John R. | Officer | M-Exempt | A | Common Stock | 1,894 | 0.00 | — | 66,995 | — | ↗ |
| 2024-08-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 3,658 | 0.00 | — | 43,893 | — | ↗ |
| 2024-08-28 | JACOBS BRIAN | Director | P-Purchase | A | Common Stock | 20,000 | 53.63 | 1.07M | 29,559 | — | ↗ |
| 2024-08-28 | Cota Germaine | Officer | M-Exempt | D | Restricted Stock Unit | 578 | 0.00 | — | 2,312 | — | ↗ |
| 2024-08-28 | Aji Rajesh A. | Officer | M-Exempt | D | Performance Stock Units | 789 | 0.00 | — | 3,157 | — | ↗ |
| 2024-08-27 | JACOBS BRIAN | Director | P-Purchase | A | Common Stock | 5,000 | 53.16 | 265.8K | 199,965 | I | ↗ |
| 2024-08-26 | Rettig John R. | Officer | P-Purchase | A | Common Stock | 15,200 | 49.53 | 752.9K | 78,750 | — | ↗ |
| 2024-08-26 | Lacerte Rene A. | Director / Officer | P-Purchase | A | Common Stock | 6,622 | 49.18 | 325.7K | 169,747 | — | ↗ |
| 2024-06-30 | Reich Tina | Director | M-Exempt | A | Common Stock | 1,212 | 0.00 | — | 3,291 | — | ↗ |
| 2024-06-17 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 1,314 | 48.01 | 63.1K | 7,812 | — | ↗ |
| 2024-05-30 | Cota Germaine | Officer | S-Sale | D | Common Stock | 642 | 51.59 | 33.1K | 6,057 | — | ↗ |
| 2024-05-30 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 2,616 | 51.60 | 135.0K | 9,126 | — | ↗ |
| 2024-05-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Unit | 1,114 | 0.00 | — | 5,571 | — | ↗ |
| 2024-05-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Restricted Stock Unit | 5,359 | 0.00 | — | 48,230 | — | ↗ |
| 2024-05-28 | Cota Germaine | Officer | M-Exempt | D | Restricted Stock Unit | 1,207 | 0.00 | — | 8,456 | — | ↗ |
| 2024-05-28 | Aji Rajesh A. | Officer | M-Exempt | D | Restricted Stock Unit | 1,786 | 0.00 | — | 16,077 | — | ↗ |
| 2024-05-02 | ALVAREZ AIDA | Director | M-Exempt | A | Common Stock | 1,166 | 0.00 | — | 4,064 | — | ↗ |
| 2024-03-07 | Cota Germaine | Officer | S-Sale | D | Common Stock | 920 | 65.34 | 60.1K | 5,093 | — | ↗ |
| 2024-03-01 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 2,529 | 64.17 | 162.3K | 8,652 | — | ↗ |
| 2024-02-28 | Rettig John R. | Officer | M-Exempt | D | Performance Stock Units | 1,893 | 0.00 | — | 11,363 | — | ↗ |
| 2024-02-28 | Padelford Loren | Officer | M-Exempt | D | Performance Stock Units | 1,255 | 0.00 | — | 7,535 | — | ↗ |
| 2024-02-28 | Lacerte Rene A. | Director / Officer | F-InKind | D | Common Stock | 9,966 | 63.76 | 635.4K | 102,863 | — | ↗ |
| 2024-02-28 | Cota Germaine | Officer | A-Award | A | Restricted Stock Unit | 13,331 | 0.00 | — | 13,331 | — | ↗ |
| 2024-02-28 | Aji Rajesh A. | Officer | M-Exempt | D | Restricted Stock Unit | 1,786 | 0.00 | — | 17,863 | — | ↗ |
| 2024-02-16 | FISHER STEPHEN | Director | M-Exempt | D | Restricted Stock Units | 636 | 0.00 | — | 0 | — | ↗ |
| 2024-02-07 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 248 | 76.14 | 18.9K | 8,178 | — | ↗ |
| 2023-12-07 | Wagonfeld Alison | Director | A-Award | A | Restricted Stock Units | 2,883 | 0.00 | — | 2,883 | — | ↗ |
| 2023-12-07 | Wagner Scott | Director | M-Exempt | A | Common Stock | 1,733 | 0.00 | — | 11,382 | — | ↗ |
| 2023-12-07 | Reich Tina | Director | M-Exempt | D | Restricted Stock Units | 866 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | Mnookin Allison | Director | M-Exempt | A | Common Stock | 1,733 | 0.00 | — | 3,559 | — | ↗ |
| 2023-12-07 | Kline Katherine M. A. | Director | M-Exempt | A | Common Stock | 1,733 | 0.00 | — | 6,049 | — | ↗ |
| 2023-12-07 | KIGHT PETER J | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | JACOBS BRIAN | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | Hornik David | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | FISHER STEPHEN | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | CAKEBREAD STEVEN | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-12-07 | ALVAREZ AIDA | Director | M-Exempt | D | Restricted Stock Units | 1,733 | 0.00 | — | 0 | — | ↗ |
| 2023-11-30 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 2,024 | 67.92 | 137.5K | 8,178 | — | ↗ |
| 2023-11-29 | Rettig John R. | Officer | S-Sale | D | Common Stock | 293 | 68.40 | 20.0K | 36,751 | — | ↗ |
| 2023-11-29 | Padelford Loren | Officer | S-Sale | D | Common Stock | 222 | 68.40 | 15.2K | 10,573 | — | ↗ |
| 2023-11-29 | Lacerte Rene A. | Director / Officer | S-Sale | D | Common Stock | 5,583 | 66.98 | 374.0K | 95,071 | — | ↗ |
| 2023-11-29 | Cota Germaine | Officer | S-Sale | D | Common Stock | 633 | 67.73 | 42.9K | 4,261 | — | ↗ |
| 2023-11-29 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 1,112 | 66.98 | 74.5K | 11,507 | — | ↗ |
| 2023-11-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Units | 3,750 | 0.00 | — | 7,500 | — | ↗ |
| 2023-11-28 | Padelford Loren | Officer | M-Exempt | D | Restricted Stock Units | 11,372 | 0.00 | — | 34,117 | — | ↗ |
| 2023-11-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Restricted Stock Units | 2,785 | 0.00 | — | 19,497 | — | ↗ |
| 2023-11-28 | Kline Katherine M. A. | Director | M-Exempt | D | Restricted Stock Units | 1,148 | 0.00 | — | 0 | — | ↗ |
| 2023-11-28 | Cota Germaine | Officer | M-Exempt | A | Common Stock | 261 | 0.00 | — | 5,473 | — | ↗ |
| 2023-11-28 | Aji Rajesh A. | Officer | M-Exempt | D | Restricted Stock Units | 736 | 0.00 | — | 11,052 | — | ↗ |
| 2023-11-17 | Aji Rajesh A. | Officer | M-Exempt | A | Common Stock | 7,812 | 11.20 | 87.5K | 7,812 | — | ↗ |
| 2023-11-14 | Wagner Scott | Director | P-Purchase | A | Common Stock | 8,750 | 58.00 | 507.5K | 9,649 | — | ↗ |
| 2023-11-13 | Hornik David | Director | P-Purchase | A | Common Stock | 17,710 | 56.49 | 1.00M | 17,710 | — | ↗ |
| 2023-10-23 | Wagonfeld Alison | Director | S-Sale | D | Common Stock | 520 | 99.40 | 51.7K | 519 | — | ↗ |
| 2023-10-21 | Wagonfeld Alison | Director | M-Exempt | A | Common Stock | 1,039 | 0.00 | — | 1,039 | — | ↗ |
| 2023-09-29 | Wagner Scott | Director | M-Exempt | D | Restricted Stock Units | 450 | 0.00 | — | 449 | — | ↗ |
| 2023-09-01 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 15,000 | 5.26 | 78.9K | 176,456 | — | ↗ |
| 2023-08-30 | Rettig John R. | Officer | S-Sale | D | Common Stock | 900 | 113.78 | 102.4K | 28,866 | — | ↗ |
| 2023-08-30 | Cota Germaine | Officer | S-Sale | D | Common Stock | 675 | 110.62 | 74.7K | 2,972 | — | ↗ |
| 2023-08-30 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 729 | 113.46 | 82.7K | 0 | — | ↗ |
| 2023-08-29 | Rettig John R. | Officer | S-Sale | D | Common Stock | 1,770 | 106.05 | 187.7K | 46,010 | — | ↗ |
| 2023-08-29 | Padelford Loren | Officer | S-Sale | D | Common Stock | 409 | 106.05 | 43.4K | 4,614 | — | ↗ |
| 2023-08-29 | Lacerte Rene A. | Director / Officer | S-Sale | D | Common Stock | 3,809 | 110.81 | 422.1K | 100,649 | — | ↗ |
| 2023-08-29 | Cota Germaine | Officer | S-Sale | D | Common Stock | 244 | 110.81 | 27.0K | 3,647 | — | ↗ |
| 2023-08-29 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 584 | 106.05 | 61.9K | 5,852 | — | ↗ |
| 2023-08-28 | Rettig John R. | Officer | M-Exempt | D | Restricted Stock Units | 2,188 | 0.00 | — | 19,687 | — | ↗ |
| 2023-08-28 | Padelford Loren | Officer | M-Exempt | D | Performance Stock Units | 5,023 | 0.00 | — | 10,046 | — | ↗ |
| 2023-08-28 | Lacerte Rene A. | Director / Officer | M-Exempt | D | Performance Stock Units | 9,468 | 0.00 | — | 18,937 | — | ↗ |
| 2023-08-28 | Cota Germaine | Officer | M-Exempt | A | Common Stock | 1,208 | 0.00 | — | 3,505 | — | ↗ |
| 2023-08-28 | Aji Rajesh A. | Officer | M-Exempt | A | Common Stock | 557 | 0.00 | — | 1,494 | — | ↗ |
| 2023-08-23 | Rettig John R. | Officer | A-Award | A | Performance Stock Units | 22,723 | 0.00 | — | 22,723 | — | ↗ |
| 2023-08-23 | Padelford Loren | Officer | A-Award | A | Performance Stock Units | 15,069 | 0.00 | — | 15,069 | — | ↗ |
| 2023-08-23 | Lacerte Rene A. | Director / Officer | A-Award | A | Performance Stock Units | 28,405 | 0.00 | — | 28,405 | — | ↗ |
| 2023-08-23 | Aji Rajesh A. | Officer | A-Award | A | Performance Stock Units | 9,468 | 0.00 | — | 9,468 | — | ↗ |
| 2023-08-15 | Rettig John R. | Officer | A-Award | A | Performance Stock Units | 25,081 | 0.00 | — | 25,081 | — | ↗ |
| 2023-08-15 | Padelford Loren | Officer | A-Award | A | Performance Stock Units | 4,514 | 0.00 | — | 4,514 | — | ↗ |
| 2023-08-15 | Lacerte Rene A. | Director / Officer | A-Award | A | Restricted Stock Units | 58,524 | 0.00 | — | 58,524 | — | ↗ |
| 2023-08-15 | Cota Germaine | Officer | A-Award | A | Restricted Stock Units | 4,180 | 0.00 | — | 4,180 | — | ↗ |
| 2023-08-15 | Aji Rajesh A. | Officer | A-Award | A | Performance Stock Units | 4,911 | 0.00 | — | 4,911 | — | ↗ |
| 2023-06-30 | Reich Tina | Director | M-Exempt | D | Restricted Stock Units | 1,213 | 0.00 | — | 2,425 | — | ↗ |
| 2023-06-15 | Lacerte Rene A. | Director / Officer | S-Sale | D | Common Stock | 1,700 | 113.34 | 192.7K | 115,530 | — | ↗ |
| 2023-06-07 | Rettig John R. | Officer | S-Sale | D | Common Stock | 400 | 116.20 | 46.5K | 30,007 | — | ↗ |
| 2023-06-07 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 800 | 112.75 | 90.2K | 2,300 | — | ↗ |
| 2023-05-31 | Cota Germaine | Officer | S-Sale | D | Common Stock | 727 | 97.25 | 70.7K | 2,297 | — | ↗ |
| 2023-05-30 | Rettig John R. | Officer | S-Sale | D | Common Stock | 2,148 | 99.27 | 213.2K | 35,431 | — | ↗ |
| 2023-05-30 | Lacerte Rene A. | Director / Officer | S-Sale | D | Common Stock | 4,201 | 98.41 | 413.4K | 109,452 | — | ↗ |
| 2023-05-30 | Cota Germaine | Officer | S-Sale | D | Common Stock | 362 | 98.41 | 35.6K | 3,447 | — | ↗ |
| 2023-05-30 | Aji Rajesh A. | Officer | S-Sale | D | Common Stock | 140 | 100.25 | 14.0K | 4,194 | — | ↗ |
| 2023-05-28 | Rettig John R. | Officer | M-Exempt | A | Common Stock | 4,287 | 0.00 | — | 40,204 | — | ↗ |
| 2023-05-28 | Lacerte Rene A. | Director / Officer | M-Exempt | A | Common Stock | 2,785 | 0.00 | — | 108,294 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | René Lacerte Chief Executive Officer and Chair | 550.0K | — | 14.86M | — | 688.1K | 40.3K | 16.14M | 92.08% | ↗ |
| 2 | 2025 | John Rettig President and Chief Operating Officer | 500.0K | — | 12.74M | — | 625.5K | 39.0K | 13.90M | 91.62% | ↗ |
| 3 | 2025 | Mary Kay Bowman Executive Vice President, General Manager of Payments and Financial Services | 337.3K | — | 10.85M | — | 284.1K | 25.3K | 11.54M | 94.05% | ↗ |
| 4 | 2025 | Mike Cieri Executive Vice President, General Manager of Software Solutions | 126.3K | 500.0K | 8.71M | — | 96.2K | 4.0K | 9.44M | 92.30% | ↗ |
| 5 | 2025 | Ken Moss Chief Technology Officer | 443.3K | — | 7.11M | — | 337.8K | 39.7K | 7.93M | 89.66% | ↗ |
| 6 | 2024 | René Lacerte Chief Executive Officer | 613.5K | — | 13.18M | — | 552.2K | 31.7K | 14.38M | 91.67% | ↗ |
| 7 | 2024 | René Lacerte Chief Executive Officer and Chair | 613.5K | — | 13.18M | — | 552.2K | 31.7K | 14.38M | 91.67% | ↗ |
| 8 | 2024 | John Rettig President and Chief Financial Officer | 547.5K | — | 9.41M | — | 551.9K | 41.8K | 10.56M | 89.19% | ↗ |
| 9 | 2024 | John Rettig President and Chief Operating Officer | 547.5K | — | 9.41M | — | 551.9K | 41.8K | 10.56M | 89.19% | ↗ |
| 10 | 2024 | Loren Padelford Former Chief Commercial Officer | 302.0K | — | 3.31M | — | — | 22.2K | 3.63M | 91.08% | ↗ |
| 11 | 2024 | Raj Aji Chief Legal Officer, Chief Compliance Officer and Secretary | 446.2K | — | 2.16M | — | 241.0K | 31.7K | 2.88M | 75.04% | ↗ |
| 12 | 2023 | René Lacerte Chief Executive Officer and Chair | 550.0K | — | 16.55M | — | 625.4K | — | 17.72M | 93.37% | ↗ |
| 13 | 2023 | René Lacerte Chief Executive Officer | 550.0K | — | 16.55M | — | 625.4K | — | 17.72M | 93.37% | ↗ |
| 14 | 2023 | John Rettig President and Chief Financial Officer | 475.0K | — | 12.97M | — | 518.5K | — | 13.97M | 92.89% | ↗ |
| 15 | 2023 | John Rettig Chief Financial Officer and EVP, Finance and Operations | 475.0K | — | 12.97M | — | 518.5K | — | 13.97M | 92.89% | ↗ |
| 16 | 2023 | John Rettig President and Chief Operating Officer | 475.0K | — | 12.97M | — | 518.5K | — | 13.97M | 92.89% | ↗ |
| 17 | 2023 | Loren Padelford Chief Commercial Officer | 351.5K | 145.2K | 8.69M | — | 398.0K | 31.1K | 9.61M | 90.37% | ↗ |
| 18 | 2023 | Loren Padelford Former Chief Commercial Officer | 351.5K | 145.2K | 8.69M | — | 398.0K | 31.1K | 9.61M | 90.37% | ↗ |
| 19 | 2023 | Raj Aji Chief Legal and Compliance Officer | 400.0K | — | 5.41M | — | 272.9K | — | 6.08M | 88.93% | ↗ |
| 20 | 2023 | Raj Aji Chief Legal Officer, Chief Compliance Officer and Secretary | 400.0K | — | 5.41M | — | 272.9K | — | 6.08M | 88.93% | ↗ |
| 21 | 2023 | Bora Chung Former Chief Experience Officer | 119.0K | — | 1.08M | — | — | 2.7K | 1.20M | 89.89% | ↗ |
| 22 | 2022 | Blake Murray Advisor to CEO and former Chief Revenue Officer | 360.0K | 36.0K | 123.62M | — | 125.1K | — | 124.14M | 99.58% | ↗ |
| 23 | 2022 | John Rettig President and Chief Financial Officer | 409.7K | — | 21.35M | 1.44M | 570.3K | — | 23.77M | 95.88% | ↗ |
| 24 | 2022 | John Rettig Chief Financial Officer and EVP, Finance and Operations | 409.7K | — | 21.35M | 1.44M | 570.3K | — | 23.77M | 95.88% | ↗ |
| 25 | 2022 | Mark Lenhard Former Chief Operating Officer | 291.7K | 225.0K | 19.97M | — | — | — | 20.49M | 97.48% | ↗ |
| 26 | 2022 | René Lacerte Chief Executive Officer | 500.0K | — | 8.93M | 3.70M | 797.5K | — | 13.93M | 90.68% | ↗ |
| 27 | 2022 | Thomas Clayton Former Chief Revenue Officer | 249.2K | 227.2K | 2.60M | 1.08M | — | 1.04M | 5.19M | 70.81% | ↗ |
| 28 | 2022 | Bora Chung Chief Experience Officer | 370.0K | — | 1.95M | 807.5K | 370.2K | — | 3.50M | 78.83% | ↗ |
| 29 | 2022 | Bora Chung Former Chief Experience Officer | 370.0K | — | 1.95M | 807.5K | 370.2K | — | 3.50M | 78.83% | ↗ |
| 30 | 2022 | Raj Aji Chief Legal and Compliance Officer | 350.0K | — | 1.73M | 717.6K | 266.4K | — | 3.07M | 79.90% | ↗ |
| 31 | 2022 | Raj Aji Chief Legal Officer, Chief Compliance Officer and Secretary | 350.0K | — | 1.73M | 717.6K | 266.4K | — | 3.07M | 79.90% | ↗ |
| 32 | 2021 | Thomas Clayton Chief Revenue Officer | 307.4K | — | 5.02M | 2.25M | 317.4K | — | 7.90M | 92.09% | ↗ |
| 33 | 2021 | Thomas Clayton Former Chief Revenue Officer | 307.4K | — | 5.02M | 2.25M | 317.4K | — | 7.90M | 92.09% | ↗ |
| 34 | 2021 | René Lacerte Chief Executive Officer | 444.5K | — | — | — | 759.0K | — | 1.20M | 0.00% | ↗ |
| 35 | 2021 | John Rettig Chief Financial Officer and EVP, Finance and Operations | 372.0K | — | — | — | 526.5K | — | 898.5K | 0.00% | ↗ |
| 36 | 2021 | Bora Chung Former Chief Experience Officer | 339.5K | — | — | — | 276.4K | — | 615.9K | 0.00% | ↗ |
| 37 | 2021 | Bora Chung Chief Experience Officer | 339.5K | — | — | — | 276.4K | — | 615.9K | 0.00% | ↗ |
| 38 | 2021 | Raj Aji Chief Legal and Compliance Officer | 299.5K | — | — | — | 216.2K | — | 515.7K | 0.00% | ↗ |
| 39 | 2021 | Rajesh Aji General Counsel and Compliance Officer | 299.5K | — | — | — | 216.2K | — | 515.7K | 0.00% | ↗ |
| 40 | 2020 | René Lacerte Chief Executive Officer | 402.1K | — | 11.10M | 5.18M | 534.1K | — | 17.22M | 94.56% | ↗ |
| 41 | 2020 | John Rettig Chief Financial Officer and EVP, Finance and Operations | 338.5K | — | 4.16M | 1.91M | 342.8K | — | 6.75M | 89.91% | ↗ |
| 42 | 2020 | John Rettig Chief Financial Officer and Executive Vice President, Finance and Operations | 338.5K | — | 4.16M | 1.91M | 342.8K | — | 6.75M | 89.91% | ↗ |
| 43 | 2020 | Bora Chung Chief Experience Officer | 300.0K | — | 1.73M | 818.0K | 125.7K | — | 2.98M | 85.71% | ↗ |
| 44 | 2020 | Bora Chung Senior Vice President, Product | 300.0K | — | 1.73M | 818.0K | 125.7K | — | 2.98M | 85.71% | ↗ |
| 45 | 2019 | René Lacerte Chief Executive Officer | 350.0K | 10.0K | — | 4.81M | 231.8K | — | 5.41M | 89.05% | ↗ |
| 46 | 2019 | John Rettig Chief Financial Officer and Executive Vice President, Finance and Operations | 300.0K | 54.0K | — | 2.21M | 161.8K | — | 2.73M | 80.92% | ↗ |
| 47 | 2019 | John Rettig Chief Financial Officer and EVP, Finance and Operations | 300.0K | 54.0K | — | 2.21M | 161.8K | — | 2.73M | 80.92% | ↗ |
| 48 | 2019 | Bora Chung Chief Experience Officer | 154.2K | 25.0K | — | 1.99M | 62.7K | — | 2.23M | 89.15% | ↗ |
| 49 | 2019 | Bora Chung Senior Vice President, Product | 154.2K | 25.0K | — | 1.99M | 62.7K | — | 2.23M | 89.15% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Rene A. Lacerte | Founder, Chief Executive Officer & Chairperson of the Board | 1M | male |
| John R. Rettig | President & Chief Operating Officer | 1M | male |
| Kenneth Moss | Chief Technology Officer | 820.7K | male |
| Mike Cieri | Executive Vice President & GM of Software Solutions | 726.6K | male |
| Mary Kay Bowman | EVice President and GM of Payments & Financial Services | 709.1K | female |
| Bobbie Grafeld | Chief People Officer | — | female |
| Sarah Acton | Chief Customer Officer | — | female |
| Jon Philip Andrews Jr. | Vice President of Investor Relations | — | male |
| Michael Dunn | General Counsel & Corporate Secretary | — | male |
| Rinki Sethi | Vice President & Chief Information Security Officer | — | female |
| Rohini Jain | Chief Financial Officer & Principal Accounting Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-08-13 | 2025-09-15 | Lisa McClain | MI09 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-03-06 | 2023-04-17 | Daniel Goldman | NY10 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2022-12-06 | 2023-01-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-06-27 | 2022-07-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-05 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-04-11 | 2022-05-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-21 | 2022-02-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
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Community Opinion for BILL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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