Welcome to our dedicated page for Waystar Holding SEC filings (Ticker: WAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Waystar Holding Corp. (Nasdaq: WAY) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered tools to help interpret them. Waystar operates as a healthcare payment software and health information services company, and its filings offer detailed insight into its financial condition, capital structure, and significant corporate events.
Investors can review Form 8-K current reports in which Waystar discloses material events such as quarterly earnings announcements, amendments to its credit agreements, and the completion of acquisitions. For example, the company has filed 8-Ks describing results for specific fiscal quarters, the execution of amendments to its First Lien Credit Agreement, and the closing of the acquisition of Iodine Software, including information about consideration paid and related financing arrangements.
Waystar’s filings also address topics such as its status as an emerging growth company, underwritten secondary offerings by selling stockholders, and stockholder and lockup agreements associated with strategic transactions. These documents provide context on ownership dynamics, board composition changes, and registration rights for significant investors.
On this page, Stock Titan surfaces real-time updates from the SEC’s EDGAR system so that new Waystar filings appear promptly. AI-powered summaries help explain the key points of lengthy documents, highlighting items like revenue and earnings disclosures in earnings-related 8-Ks, terms of material definitive agreements, and details of merger and acquisition transactions. Users can quickly understand what each filing covers without reading every page.
In addition to 8-Ks, investors can use this page to locate Waystar’s periodic reports, such as annual reports on Form 10-K and quarterly reports on Form 10-Q, when available, as well as any proxy statements or registration statements referenced in the company’s disclosures. For those tracking governance and ownership, insider transaction reports on Form 4 can also be accessed to monitor equity activity by directors and officers.
By combining structured access to Waystar’s SEC filings with AI-generated explanations, this page is intended to make it easier to analyze complex regulatory documents, follow the company’s financing and M&A activity, and understand the legal and financial context behind its healthcare payment software business.
MILLER HEIDI reported acquisition or exercise transactions in this Form 4 filing.
Waystar Holding Corp. director Heidi Miller received a grant of 9,303 shares of Common Stock in the form of restricted stock units at a price of $0.00 per share. These RSUs vest on the earlier of June 1, 2027 or the first regularly scheduled annual stockholder meeting following the grant date. After this award, Miller holds 40,917 shares of Common Stock directly, including unvested RSUs, giving her a larger equity stake aligned with the company’s long-term performance.
Waystar Holding Corp. reported that director Priscilla Hung received a grant of 9,303 restricted stock units (RSUs) of common stock at no cash cost. These RSUs vest on the earlier of June 1, 2027 or the first regularly scheduled annual stockholder meeting following the grant date. Each RSU converts into one share of common stock upon settlement. After this award, Hung directly holds 23,132 shares of common stock, including unvested RSUs.
Waystar Holding Corp. director and chairperson John Patrick Driscoll received an equity award of 9,303 shares of Common Stock in the form of restricted stock units. These RSUs vest on the earlier of June 1, 2027 or the first regularly scheduled annual stockholder meeting after the grant date.
Each RSU converts into one share of Common Stock upon settlement. After this award, Driscoll directly holds 100,060 shares of Common Stock, including unvested RSUs. The transaction reflects a compensation-related grant rather than an open-market purchase or sale.
Waystar Holding Corp. reported the results of its 2026 annual meeting of stockholders. Four Class II directors — Robert A. Demichiei, John Driscoll, Paul G. Moskowitz, and Lauren Young — were re-elected to the board to serve until the 2029 annual meeting.
Stockholders also approved the ratification of KPMG LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2026. In a non-binding advisory vote on how often to hold future say-on-pay votes, stockholders selected a frequency of one year, and the company will hold these compensation votes annually until at least the 2032 meeting.
Wayfair filing: reported resale and option exercises
The filing on includes a reported sale by Eric L. Sinclair III of 200,000 common shares on 05/28/2026 for $3,878,900. The notice also lists two cash exercises under a registered plan on 05/29/2026 of 99,209 and 60,791 common shares, together totaling 160,000 shares with proceeds shown as $3,175,248.
WAY Rule 144 notice states 200,000 shares of Common stock are to be sold following an exercise of options under a registered plan with the transaction dated 05/28/2026. The filing lists cash as the payment method and names Morgan Stanley Smith Barney LLC Executive Financial Services as the broker/placement agent.
Waystar Holding Corp. reported strong quarterly growth for the three months ended March 31, 2026. Revenue reached $313.9 million, up 22.4% from $256.4 million a year earlier, driven mainly by higher subscription revenue from existing and acquired clients and increased transaction volumes.
Net income rose to $43.3 million from $29.3 million, with net margin improving to 13.8%. Diluted EPS was $0.22, up from $0.16. Adjusted EBITDA was $135.4 million, 25.7% higher than $107.7 million in the prior-year period, reflecting operating leverage despite higher R&D and G&A spending.
Waystar ended the quarter with $34.3 million in cash and cash equivalents, $28.4 million in restricted cash, and total debt of $1.48 billion, including a $1.38 billion first lien term loan and a $100 million receivables facility. Operating cash flow was $84.9 million, up from $64.2 million. The company reported a Net Revenue Retention Rate of 110.5% over the prior 12 months, supported by over 30,000 clients and 1,433 clients generating more than $100,000 in revenue over that period.
Waystar Holding Corp. reported strong first quarter 2026 results, highlighted by revenue of $313.9 million, up 22% year-over-year. Net income was $43.3 million, or $0.22 per diluted share, with a net income margin of 14%.
Non-GAAP net income reached $81.2 million, or $0.42 per diluted share, and adjusted EBITDA was $135.4 million, delivering a robust 43% adjusted EBITDA margin. Operating cash flow was $84.9 million, and unlevered free cash flow was $90.3 million, showing solid cash generation.
The company ended the quarter with $5.84 billion in total assets and reported a trailing twelve months adjusted EBITDA of $489.8 million. For full-year 2026, Waystar guided total revenue to $1.274–$1.294 billion, adjusted EBITDA to $530–$540 million, and non-GAAP net income to $317–$335 million.
Waystar Holding Corp. is soliciting proxies for its 2026 virtual annual meeting on June 1, 2026, asking stockholders to elect four Class II directors, ratify KPMG as auditor, and choose the frequency of future advisory votes on executive pay, with the Board recommending one year.
In its first full year as a public company, Waystar reports 2025 revenue of $1.1 billion, up 17% year over year, net income of $112 million with a 10% margin, and Adjusted EBITDA of $462 million with a 42% margin. The company highlights its acquisition of Iodine Software and launch of its AI suite, Waystar AltitudeAI, which it says prevented more than $15 billion in denials and drove $2.4 billion in reimbursement impact.
Executive pay is heavily performance-based, with 97.7% of CEO Matthew Hawkins’ $36.74 million 2025 target compensation and 95.7% of other named executive officers’ average $10.79 million at risk through incentives and equity. The Board describes robust governance practices, fully independent key committees, detailed risk oversight (including cybersecurity and AI), and stock ownership and deferral programs for directors.
Waystar Holding Corp: Amendment No. 2 to a Schedule 13G/A reports that The Vanguard Group currently beneficially owns 0 shares of Waystar common stock, representing 0% of the class. The filing states this reflects an internal realignment that disaggregated certain Vanguard subsidiaries and business divisions for separate reporting.