STOCK TITAN

Waystar (WAY) executive has 12,212 shares withheld to cover vesting taxes

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Waystar Holding Corp. Chief Transformation Officer Bridge T. Craig had 12,212 common shares withheld to cover taxes related to the vesting of Non-Qualified Stock Options granted on June 6, 2024. The withholding price was $19.23 per share, and Craig now holds 658,556 shares directly, including unvested RSUs.

Positive

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Negative

  • None.
Insider Bridge T. Craig
Role Chief Transformation Officer
Type Security Shares Price Value
Tax Withholding Common Stock 12,212 $19.23 $235K
Holdings After Transaction: Common Stock — 658,556 shares (Direct, null)
Footnotes (1)
  1. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined based on the actual sale price of shares sold on June 9, 2026 pursuant to a sell-to-cover transaction. Includes unvested RSUs.
Shares withheld for taxes 12,212 shares Tax-withholding disposition on June 9, 2026
Withholding price per share $19.23 per share Tax-withholding transaction for common stock
Shares held after transaction 658,556 shares Direct holdings following tax withholding, includes unvested RSUs
Tax-withholding shares count 12,212 shares Reflected in transactionSummary as taxWithholdingShares
Option grant date June 6, 2024 Grant date of Non-Qualified Stock Options that vested
Non-Qualified Stock Options financial
"vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024"
Non-qualified stock options are a type of employee benefit that gives individuals the right to buy company shares at a set price, usually lower than the market value, within a certain period. Unlike other options that may have special tax advantages, these options are taxed as income when exercised, which can affect how much money the employee or investor ultimately gains. They are important because they can influence company compensation strategies and impact the financial outcomes for employees and investors.
sell-to-cover transaction financial
"actual sale price of shares sold on June 9, 2026 pursuant to a sell-to-cover transaction"
A sell-to-cover transaction is when a person granted company stock (for example as part of compensation or option exercise) immediately sells enough of those shares to pay required taxes or exercise costs and keeps the rest. Think of it like cashing part of a bonus to cover the tax bill; it provides necessary cash without the holder needing outside funds. Investors watch these sales because they increase trading volume and slightly reduce insider holdings, but they often reflect routine tax or cost management rather than a judgment on the company’s prospects.
RSUs financial
"Includes unvested RSUs."
RSUs, or restricted stock units, are a form of company shares given to employees as part of their compensation. They are typically awarded with certain restrictions, such as a waiting period before they can be fully owned or sold, similar to earning a gift that becomes fully yours over time. For investors, RSUs can impact a company's stock offerings and reflect how much the company relies on stock-based incentives to attract and retain talent.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bridge T. Craig

(Last)(First)(Middle)
1550 DIGITAL DRIVE, #300

(Street)
LEHI UTAH 84043

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Waystar Holding Corp. [ WAY ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Transformation Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/09/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock06/09/2026F12,212D$19.23658,556(1)(2)D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined based on the actual sale price of shares sold on June 9, 2026 pursuant to a sell-to-cover transaction.
2. Includes unvested RSUs.
Remarks:
/s/ Gregory R. Packer, as Attorney-in-Fact06/09/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did Waystar (WAY) report for Bridge T. Craig?

Waystar reported that Chief Transformation Officer Bridge T. Craig had 12,212 common shares withheld to satisfy tax obligations upon vesting of Non-Qualified Stock Options. This is a tax-withholding disposition, not an open-market purchase or sale of shares.

Was the Waystar (WAY) insider transaction an open-market sale or a tax event?

The transaction was a tax event. Shares were withheld to pay taxes owed when Craig’s Non-Qualified Stock Options vested, categorized as a tax-withholding disposition, rather than an open-market sale initiated to change his investment position.

How many Waystar (WAY) shares were withheld for Bridge T. Craig’s taxes?

A total of 12,212 Waystar common shares were withheld to cover Craig’s tax liability upon option vesting. The number of shares withheld was based on the actual sale price from a related sell-to-cover transaction on June 9, 2026.

What price per share was used for the Waystar (WAY) tax-withholding transaction?

The tax-withholding disposition used a price of $19.23 per Waystar common share. This price was tied to the actual sale price of shares sold on June 9, 2026, in a sell-to-cover transaction referenced in the footnote.

How many Waystar (WAY) shares does Bridge T. Craig hold after the transaction?

After the tax-withholding transaction, Bridge T. Craig holds 658,556 Waystar common shares directly. According to the footnotes, this total includes unvested restricted stock units (RSUs), providing a fuller view of his equity-based compensation position.

What equity award triggered the Waystar (WAY) tax-withholding share disposition?

The disposition was triggered by the vesting of Non-Qualified Stock Options granted to Craig on June 6, 2024. When these options vested, Waystar withheld shares of common stock to cover the associated tax liability instead of requiring a separate cash tax payment.