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.
Waystar Holding Corp. entered into an underwriting agreement with J.P. Morgan Securities LLC to facilitate an underwritten offering of 18,000,000 shares of the company's common stock by the selling stockholders under its Form S-3 registration statement. The company did not sell any shares and will not receive any proceeds from the transaction. The offering is expected to close on September 12, 2025, subject to customary closing conditions.
Waystar Holding Corp. is registering for the resale of 18,000,000 shares of common stock by selling stockholders; Waystar will not receive proceeds.
The shares represent part of holdings by institutional investors including EQT, CPPIB, and Bain. Waystar had 174,146,070 shares outstanding as of June 30, 2025, and the prospectus notes outstanding options, RSUs, plan pools, and shares to be issued in connection with the announced acquisition of Iodine. The selling stockholders will receive net proceeds and bear underwriting discounts; J.P. Morgan is sole underwriter and expects delivery about September 12, 2025. The filing repeats the company mission, platform scale (over 30,000 clients, >1 million providers, >6 billion transactions and ~$1.8 trillion gross claims volume in 2024), concentration metrics (top 10 clients ~11.2% of 2024 revenue), lock-up and registration mechanics, and extensive risk factors including concentrated institutional ownership, internal control requirements, market volatility, and dividend policy (no current dividend).
Christopher L. Schremser, Chief Technology Officer of Waystar Holding Corp. (WAY), reported multiple transactions. On 06/06/2025 he had 15,673 shares of Common Stock withheld to satisfy taxes on vested non‑qualified stock options at a closing price of $40.55, leaving him with 422,371 shares beneficially owned. Pursuant to a written plan intended to meet Rule 10b5‑1 affirmative defense conditions adopted 12/06/2024, on 09/10/2025 he was recorded as acquiring 8,623 stock options with a $4.14 strike and selling 8,623 shares in multiple transactions at weighted average prices in the $40.10–$40.87 range, returning beneficial ownership to 422,371 shares. The Form 4 notes the tax‑withholding transaction was not timely filed. The filing is signed by an attorney‑in‑fact, Gregory R. Packer, on 09/11/2025.
Waystar Holding Corp. insider transactions by CFO Steven M. Oreskovich. On 06/06/2025 14,038 shares were withheld to satisfy taxes upon vesting of non‑qualified stock options, reported at a price of $40.55, leaving 354,512 shares beneficially owned. On 09/10/2025 the reporting person acquired 16,666 shares by exercising options at a $4.14 exercise price under a plan intended to satisfy Rule 10b5‑1, and on the same date sold 16,666 shares in multiple transactions at a weighted average price of $40.4925, returning beneficial ownership to 354,512 shares. The reporting person holds 101,205 stock options following these events. The filing discloses that the June 6, 2025 tax‑withholding transaction was not timely filed.
Waystar Holding Corp. (WAY) insider sale notice: This Form 144 reports a proposed sale of 25,869 common shares through Morgan Stanley Smith Barney on 09/10/2025, with an aggregate market value of $1,057,783.41 and listing on NASDAQ. The shares were acquired the same day via exercise of stock options and payment was in cash. The filer also recorded two prior 10b5-1 sales this year: 8,623 shares on 08/11/2025 for $297,391.75 and 8,623 shares on 07/10/2025 for $324,461.93. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Waystar Holding Corp. (WAY) Form 144 discloses a proposed sale of 16,666 common shares through Morgan Stanley Smith Barney LLC, with an aggregate market value of $681,472.74. The shares represent part of the issuer's outstanding common stock of 174,238,972 shares and are planned for sale on or about 09/10/2025 on NASDAQ. The filing states these shares were acquired on 09/10/2025 by exercise of stock options and paid for in cash the same day.
The filing also reports prior 10b5-1 sales by STEVEN M ORESKOVICH of 16,396 shares on 06/11/2025 for gross proceeds of $667,489.36. Standard Rule 144 representations about absence of undisclosed material information are included.
Waystar insider transactions by Chief Transformation Officer Bridge T. Craig show two reported changes in beneficial ownership. On 06/06/2025, 14,488 shares were disposed at $40.55 per share through withholding to satisfy taxes on vested non-qualified stock options granted 06/06/2024; the filing states this transaction was not timely filed and that the post-transaction balance includes a correction for a prior misclassified option exercise, leaving 668,355 shares beneficially owned. On 09/08/2025, 85,000 shares were sold at a weighted average price of $40.0618 (range $40.00–$40.22) under a 10b5-1 plan adopted 11/27/2024, leaving 583,355 shares. The form is signed by an attorney-in-fact on 09/10/2025.
Waystar Holding Corp. insider filing by Eric L. Sinclair III reports a tax-withholding share disposition and automatic transactions under a 10b5-1 plan plus option activity. On 06/06/2025 the reporting person had 16,044 shares withheld to pay taxes on option vesting at a price of $40.55, leaving 474,826 shares beneficially owned (this total includes unvested RSUs). On 09/08/2025 the reporting person acquired 19,404 shares via exercise/plan at $4.14 and concurrently sold 19,404 shares at a weighted average price of $40.0285 (sales occurred across $40.00–$40.25). The acquisition on 09/08/2025 was automatic under a plan adopted 02/19/2025 intended to satisfy Rule 10b5-1(c). The filing corrects prior reporting to reflect an earlier misclassification of an option exercise and states the option lot is vested and exercisable.
Kimberly S. Wittman, Chief People Officer of Waystar Holding Corp. (WAY), reported transactions affecting her holdings. On 06/06/2025 she had 2,670 shares of common stock withheld to cover taxes related to vesting of non-qualified stock options granted on 06/06/2024; the withheld shares were valued at $40.55 each. After correcting a prior misclassification, her post-transaction direct beneficial ownership was reported as 193,261 shares. On 09/04/2025 she acquired 18,000 shares and was granted 18,000 stock options with a $21.50 exercise price that vest beginning 06/06/2025 and expire 06/06/2034.
The filing discloses a correction to earlier filings and notes the 06/06/2025 tax-withholding transaction was not timely filed. The form was executed by an attorney-in-fact on 09/08/2025.
Waystar Holding Corp. (WAY) insider Craig Bridge notified the SEC of a proposed sale under Rule 144 of 85,000 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $3,167,950.00. The filing shows those shares were acquired on 07/19/2024 via previously exercised stock options and paid in cash on the same date. The notice lists an approximate sale date of 09/08/2025 and reports 174,238,972 shares outstanding for the issuer, with the broker exchange listed as NASDAQ. The filing also discloses prior 10b5-1 sales by Craig Bridge during the past three months: 85,000 shares on 07/21/2025 for gross proceeds of $3,152,837.00 and 15,946 shares on 06/11/2025 for $649,177.61. The filer certifies compliance with Rule 10b5-1 representations in the signature section.
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