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Waystar (WAY) CTO Schremser has 14,751 shares withheld in tax transaction

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

Rhea-AI Filing Summary

Waystar Holding Corp. Chief Technology Officer Christopher L. Schremser had 14,751 shares of common stock withheld to cover taxes tied to equity compensation. The shares were valued at $19.23 each and relate to Non-Qualified Stock Options granted on June 6, 2024. After this tax-withholding disposition, he directly holds 495,033 shares of Waystar common stock, which the disclosure notes includes unvested restricted stock units.

Positive

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Insider Schremser Christopher L.
Role Chief Technology Officer
Type Security Shares Price Value
Tax Withholding Common Stock 14,751 $19.23 $284K
Holdings After Transaction: Common Stock — 495,033 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 14,751 shares Tax-withholding disposition on common stock
Tax withholding price $19.23 per share Value used for shares withheld on June 9, 2026
Post-transaction holdings 495,033 shares Common stock held directly after transaction, includes unvested RSUs
Grant date of options June 6, 2024 Non-Qualified Stock Options that vested and triggered tax withholding
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
"based on the 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*
Schremser Christopher L.

(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 Technology 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 Stock06/09/2026F14,751D$19.23495,033(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 Christopher L. Schremser?

Waystar reported that CTO Christopher L. Schremser had 14,751 shares of common stock withheld to pay taxes. The shares were tied to vesting of Non-Qualified Stock Options granted on June 6, 2024, and were valued using a June 9, 2026 sell-to-cover price.

Was the Waystar (WAY) insider transaction an open-market sale?

No, the transaction was a tax-withholding disposition, not an open-market sale. Shares were withheld to satisfy tax obligations upon option vesting, based on the actual sale price of shares sold June 9, 2026 in a related sell-to-cover transaction.

How many Waystar (WAY) shares were withheld for taxes in this filing?

The filing shows 14,751 shares of Waystar common stock were withheld to cover taxes. The per-share value used was $19.23, derived from shares sold on June 9, 2026 in a sell-to-cover related to the option vesting event.

How many Waystar (WAY) shares does Christopher L. Schremser hold after the transaction?

After the tax-withholding disposition, Christopher L. Schremser holds 495,033 shares of Waystar common stock directly. The filing notes that this post-transaction amount includes unvested restricted stock units, reflecting both vested and unvested equity interests.

What triggered the tax-withholding transaction in the Waystar (WAY) Form 4?

The tax-withholding transaction was triggered by the vesting of Non-Qualified Stock Options granted on June 6, 2024. When those options vested, shares of Waystar common stock were withheld to pay associated tax liabilities, with the share count based on a June 9, 2026 sell-to-cover price.

What role does Christopher L. Schremser hold at Waystar (WAY)?

Christopher L. Schremser serves as Chief Technology Officer of Waystar Holding Corp. His Form 4 filing reports a routine tax-withholding disposition related to equity compensation, and shows continued direct ownership of 495,033 shares, including unvested restricted stock units.