BILL Holdings, Inc. (BILL)

Jeffrey C. Smith · 2025-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 37 total
Metadata
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Metrics
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Whole deck 37 slides 100% 37/37 slides 100% 37/37 slides · 141 hits
0/37 slides
37.8% 14/37 slides
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54.1% 20/37 slides

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
Regulatory filing document cover page.front_matter
Open slide detailLoop · Logic Chain
02
The slide contains only a horizontal black line at the top, typical of a section divider or blank page.filler
Open slide detailLoop · Logic Chain
03
Standard SEC Schedule 13D reporting format for beneficial ownership.other
Open slide detailLoop · Logic Chain
04
Includes 1,614,152 shares underlying forward purchase contracts.summarize
Open slide detailLoop · Logic Chain
05
Standard SEC form for reporting beneficial ownership of more than 5% of a class of equity securities.other
Open slide detailLoop · Logic Chain
06
Standard SEC Schedule 13D cover page format.front_matter
Open slide detailLoop · Logic Chain
07
Standard SEC regulatory form for reporting beneficial ownership of more than 5% of a class of equity securities.other
Open slide detailLoop · Logic Chain
08
Standard SEC regulatory filing format.other
Open slide detailLoop · Logic Chain
09
Standard SEC regulatory filing format for beneficial ownership reporting.other
Open slide detailLoop · Logic Chain
10
Includes 1,614,152 shares underlying forward purchase contracts.other
Open slide detailLoop · Logic Chain
11
Standard SEC Schedule 13D filing format for reporting beneficial ownership.summarize
Open slide detailLoop · Benchmark Gap
12
Standard SEC Schedule 13D reporting form.summarize
Open slide detailLoop · Benchmark Gap
13
Includes disclosure of 1,614,152 shares underlying forward purchase contracts.other
Open slide detailLoop · Benchmark Gap
14
Includes 1,614,152 shares underlying forward purchase contracts.other
Open slide detailLoop · Benchmark Gap
15
Form indicates 0% ownership and 0 shares held.front_matter
Open slide detailLoop · Benchmark Gap
16
Standard SEC Schedule 13D form layout.summarize
Open slide detailLoop · Benchmark Gap
17
Form is largely blank/zeroed out, indicating no current beneficial ownership.front_matter
Open slide detailLoop · Benchmark Gap
18
This is a standard Schedule 13D amendment filing.front_matter
Open slide detailLoop · Benchmark Gap
19
This is a page from a Schedule 13D amendment.front_matter
Open slide detailLoop · Benchmark Gap
20
This is the first page of a multi-page nominee biography section.introduce_nominees
Open slide detailLoop · Benchmark Gap
21
The slide appears to be a continuation of a larger document, starting mid-sentence with educational credentials of a previous nominee, followed by full bios forintroduce_nominees
22
Regulatory filing text detailing compensation terms ($25k for nomination, $25k for filing) and lock-up provisions for Nominee Shares.other
23
This is a standard legal certification page for SEC filings.other
24
This page contains signature blocks for Starboard Value entities and individuals including Jeffrey C. Smith, Peter A. Feld, Liat Ben-Zur, and Nancy Disman, all other
25
This is a standard legal signature block for a proxy or power of attorney filing.other
26
This is a standard Schedule 13D group agreement filing.front_matter
27
This appears to be a continuation of a legal agreement, likely a Schedule 13D cooperation agreement.other
28
Standard legal signature block for a regulatory filing.other
29
Contains signatures of Liat Ben-Zur, Nancy Disman, and Frank T. Young.other
30
This is a standard legal disclosure document (Exhibit 99.2) outlining terms of service, indemnification, and confidentiality for a board nominee.front_matter
31
This appears to be a standard legal confidentiality agreement clause.other
32
closing_ask
33
This is a standard regulatory exhibit (Exhibit 99.3) detailing nominee compensation terms.front_matter
34
This is the final page of a legal document containing signature lines for Starboard Value and the counterparty.other
35
Exhibit 99.4 regulatory filing document.front_matter
36
Standard legal disclosure document for proxy filings.front_matter
37
Standard legal disclosure document for proxy solicitation filings.other