Business Context and Reporting Period
This Form 8-K Current Report was filed by BILL Holdings, Inc. on May 22, 2026, covering events reported on May 26, 2026. The filing addresses significant executive leadership changes and organizational updates within the company.
Key Financial Metrics
The filing text does not provide specific values for revenue, profit, cash flow, margins, debt, or liquidity. This report focuses on corporate governance and personnel changes rather than detailed financial performance data.
Material Changes
- Executive Leadership Transition: John Rettig, President and Chief Operating Officer, has transitioned to the role of Chief Strategy and Transformation Officer, effective immediately.
- Executive Departures: Ken Moss (Chief Technology Officer) and Mary Kay Bowman (Executive Vice President and General Manager of Payments and Financial Services) will depart the company effective June 30, 2026.
- Advisory Roles: Both departing executives are expected to serve in an advisory capacity through June 30, 2027.
Guidance, Outlook, and Management Commentary
On May 26, 2026, the Company reaffirmed its previously-issued guidance for the fiscal 2026 fourth quarter and full year financial performance. This guidance was initially reported in the Company's earnings release on May 7, 2026. No new risks, contingencies, or unusual items were disclosed in this specific filing.
Investor Verification Checklist
- Verify the specific terms of the advisory agreements for Ken Moss and Mary Kay Bowman through June 2027.
- Review the May 7, 2026 earnings release to confirm the details of the reaffirmed fiscal 2026 guidance.
- Monitor future filings for the appointment of permanent successors to the Chief Technology Officer and General Manager of Payments and Financial Services roles.
- Assess the strategic implications of John Rettig's shift from COO to Chief Strategy and Transformation Officer.