Kirkpatrick Lee
SEC insider (Form 3/4/5 filer). CIK 0001665731. Director at BILL Holdings, Inc. (BILL) and 1 other issuer. 6 reported Form 4/5 transactions since Sep 2024; latest on Oct 17, 2026. Located in SAN JOSE, CA.
Companies Kirkpatrick Lee has filed insider reports for
- BILL Holdings, Inc. (BILL): Director
- Olo Inc. (OLO): Director
Kirkpatrick Lee
CIK: 0001665731
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)1 (16.7%)
Derivative conversions
Awards (A)2 (33.3%)
Compensation grants
Other (G, F, J, C, D, …)3 (50.0%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (6 total)
- Oct 17, 2026BILL
BILL Holdings, Inc.
ExerciseDirect2.6K shares- - Oct 17, 2025BILL
BILL Holdings, Inc.
AwardDirectRestricted Stock Units
7.8K shares- - Sep 12, 2025OLO
Olo Inc.
DispositionDirect101K shares- - Sep 12, 2025OLO
Olo Inc.
DispositionIndirect259K shares- - Sep 12, 2025OLO
Olo Inc.
DispositionIndirect80K shares- - Jun 12, 2025OLO
Olo Inc.
AwardDirect20.5K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 17, 2026 |  BILL BILL Holdings, Inc. | Exercise | 2,611 | - | $0 | Direct |
| Oct 17, 2025 | BILL BILL Holdings, Inc. | Award Restricted Stock Units | 7,831 | - | - | Direct |
| Sep 12, 2025 |  OLO Olo Inc. | Disposition | 101,045 | - | - | Direct |
| Sep 12, 2025 | OLO Olo Inc. | Disposition | 259,048 | - | - | Indirect |
| Sep 12, 2025 | OLO Olo Inc. | Disposition | 80,000 | - | - | Indirect |
| Jun 12, 2025 | OLO Olo Inc. | Award | 20,515 | - | - | Direct |
1-6 of 6 transactions