BILL Holdings Files 8-K: Agreements, Obligations, and Equity Sales

Ticker: BILL · Form: 8-K · Filed: Dec 6, 2024 · CIK: 1786352

Bill Holdings, Inc. 8-K Filing Summary
FieldDetail
CompanyBill Holdings, Inc. (BILL)
Form Type8-K
Filed DateDec 6, 2024
Risk Levelmedium
Pages9
Reading Time11 min
Key Dollar Amounts$0.00001 B, $1.4 billion, $150.0 million, $1.38 b, $93.0 million
Sentimentneutral

Sentiment: neutral

Topics: material-agreement, financial-obligation, equity-sale

TL;DR

BILL Holdings dropped an 8-K: new deals, debt, and stock sales. Watch this space.

AI Summary

On December 6, 2024, BILL Holdings, Inc. filed an 8-K report detailing several key events. These include entering into a material definitive agreement, creating a direct financial obligation, and reporting unregistered sales of equity securities. The filing also covers other events and financial statements and exhibits.

Why It Matters

This 8-K filing indicates significant corporate actions by BILL Holdings, Inc., including new financial commitments and equity transactions, which could impact its financial structure and shareholder value.

Risk Assessment

Risk Level: medium — The filing involves material definitive agreements, financial obligations, and unregistered equity sales, which inherently carry financial and regulatory risks.

Key Players & Entities

  • BILL Holdings, Inc. (company) — Registrant
  • December 6, 2024 (date) — Date of earliest event reported
  • 6220 America Center Drive, Suite 100, San Jose, California 95002 (location) — Business and Mail Address

FAQ

What type of material definitive agreement did BILL Holdings, Inc. enter into?

The filing indicates the entry into a material definitive agreement, but the specific details of the agreement are not provided in the provided text.

What is the nature of the direct financial obligation created by BILL Holdings, Inc.?

The filing states the creation of a direct financial obligation, but the specifics of this obligation are not detailed in the provided text.

When was the earliest event reported in this 8-K filing?

The earliest event reported in this 8-K filing occurred on December 6, 2024.

What is the IRS Employer Identification Number for BILL Holdings, Inc.?

The IRS Employer Identification Number for BILL Holdings, Inc. is 83-2661725.

What is the business address of BILL Holdings, Inc.?

The business address of BILL Holdings, Inc. is 6220 America Center Drive, Suite 100, San Jose, California 95002.

Filing Stats: 2,827 words · 11 min read · ~9 pages · Grade level 12.7 · Accepted 2024-12-06 17:26:59

Key Financial Figures

  • $0.00001 B — ich registered Common Stock, par value $0.00001 BILL The New York Stock Exchange Indic
  • $1.4 billion — pleted its previously announced sale of $1.4 billion aggregate principal amount of 0% Conver
  • $150.0 million — their option to purchase an additional $150.0 million aggregate principal amount of Notes.
  • $1.38 b — ffering of the Notes were approximately $1.38 billion, after deducting the Initial Purc
  • $93.0 million — any. The Company used (i) approximately $93.0 million of the net proceeds to pay the cost of
  • $130.8 million — ons described below, (ii) approximately $130.8 million of the net proceeds to repurchase appro
  • $133.9 million — et proceeds to repurchase approximately $133.9 million aggregate principal amount of its outst
  • $408.6 million — (the "2025 Notes"), (iii) approximately $408.6 million of the net proceeds to repurchase appro
  • $451.5 million — et proceeds to repurchase approximately $451.5 million aggregate principal amount of its outst
  • $200.0 million — xisting Notes"), and (iv) approximately $200.0 million of the net proceeds to repurchase 2,260
  • $0.00001 — f the Company's common stock, par value $0.00001 per share (the "common stock"), in priv
  • $85,000,000 — tstanding principal amount in excess of $85,000,000 (or its foreign currency equivalent) th
  • $1,000 — te of 8.3718 shares of common stock per $1,000 principal amount of the Notes, which is
  • $119.45 — itial conversion price of approximately $119.45 per share of common stock, subject to a
  • $88.48 — on stock on December 3, 2024, which was $88.48 per share. The Existing Note Repurchase

Filing Documents

Financial Statements and Exhibits

Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description of Exhibit 4.1 Indenture, dated as of December 6, 2024, between the Company and Computershare Trust Company, N.A. (including form of 0% Convertible Senior Note due 2030). 10.1 Form of Capped Call Confirmation. 99.1 Press Release, dated December 6, 2024. 104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereunto duly authorized. BILL HOLDINGS, INC. Date: December 6, 2024 By: /s/ John Rettig John Rettig President and Chief Financial Officer

View Full Filing

View this 8-K filing on SEC EDGAR

View on ReadTheFiling | About | Contact | Privacy | Terms

Data from SEC EDGAR. Not affiliated with the SEC. Not investment advice. © 2026 OpenDataHQ.