BILL Holdings, Inc. insider trading
Every open-market purchase and sale by BILL Holdings, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following BILL Holdings, Inc.’s insiders pay?
From May 28, 2020 to August 28, 2024, 17 insiders reported 5 open-market purchases and 82 sales not made under a pre-set plan in BILL Holdings, Inc. Twelve months after each purchase was reported, the shares were −16.6% against the S&P 500 on average (median −29.5%), over 5 purchases with a full year of prices; 40% beat the index. After sales, the shares moved +13.1% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on November 16, 2023 into $7,979 by November 2, 2026, −7.4% a year. It held shares 60% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $15,334 (+15.7% a year), and held throughout $17,422 (+20.8%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Rettig John R. | CFO | 1 | −29.5% (1) | 0% | 15 | −2.8% (15) | August 26, 2024 |
| Aji Rajesh A. | CLO & CCO | 0 | — | — | 12 | −10.4% (12) | November 30, 2023 |
| Lacerte Rene A. | CEO | 1 | −29.5% (1) | 0% | 10 | −18.2% (10) | August 26, 2024 |
| Chung Bora | Chief Experience Officer | 0 | — | — | 8 | +15.3% (8) | June 2, 2022 |
| Jacobs Brian | Director | 1 | −32.8% (1) | 0% | 5 | −4.5% (5) | August 28, 2024 |
| Hornik David | Director | 1 | +6.7% (1) | 100% | 4 | +92.2% (4) | November 15, 2023 |
| Murray Blake Thomas | CRO | 0 | — | — | 5 | −42.3% (5) | August 30, 2022 |
| Piaker Steven F | Director | 0 | — | — | 5 | +105.3% (5) | November 19, 2021 |
| Cota Germaine | SVP, Finance & Accounting | 0 | — | — | 4 | −54.1% (4) | November 30, 2023 |
| Chao David K | Director | 0 | — | — | 3 | +117.5% (3) | September 2, 2020 |
| O'driscoll Rory | Director | 0 | — | — | 3 | +106.0% (3) | February 10, 2021 |
| Kight Peter J | Director | 0 | — | — | 2 | −1.2% (2) | May 25, 2021 |
| Mawhinney Thomas | Director | 0 | — | — | 2 | +129.8% (2) | September 10, 2020 |
| Padelford Loren | CCO | 0 | — | — | 2 | −40.1% (2) | November 30, 2023 |
| Cakebread Steven | Director | 0 | — | — | 1 | −67.9% (1) | November 14, 2022 |
| Dcm IV, L.P. | Director | 0 | — | — | 1 | +73.6% (1) | May 28, 2020 |
| Wagner Scott | Director | 1 | +2.4% (1) | 100% | 0 | — | November 16, 2023 |
When several insiders traded BILL Holdings, Inc.
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of BILL Holdings, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged −25.9% against the index. After 5 selling crowds, −24.5%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| August 30, 2024 | 3 buying | +58.1% | −13.5% | −31.0% |
| December 29, 2023 | 5 selling | −31.3% | −50.6% | −21.1% |
| November 30, 2023 | 2 buying | −12.6% | −38.3% | +2.7% |
| September 29, 2023 | 5 selling | −36.5% | −63.4% | −87.6% |
| December 30, 2022 | 5 selling | −34.9% | −10.6% | −56.1% |
| December 31, 2021 | 7 selling | −2.3% | −30.3% | −37.6% |
| June 30, 2020 | 7 selling | +4.5% | +32.2% | +62.2% |