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. insider transactions reported on Form 4: Paul G. Moskowitz, a Bain Capital partner and Waystar director/10% owner, disclosed disposals of common stock tied to a registered public offering on 09/12/2025. The report shows 4,295,139 shares sold at $39.21 and 516,371 shares transferred in distributions, leaving the Bain Capital entities with 13,243,539 shares beneficially owned after the transactions. Some distributed shares are subject to lock-up restrictions until November 11, 2025, except as permitted by J.P. Morgan Securities.
Bain Capital entities disclosed sales and distributions of Waystar Holding Corp. (WAY) common stock on 09/12/2025. The filing reports 4,295,139 shares disposed in a registered public offering at $39.21 per share and an additional 516,371 shares distributed to members/partners. The filing states Derby Investor sold 298,303 shares and Derby SPV Investor sold 3,996,836 in the offering. After the reported transactions the filing shows beneficial ownership figures of 13,759,910 and 13,243,539 shares for the reporting entities on an indirect basis. Certain distributed shares (397,013 from Derby Investor and 119,358 from Derby SPV Investor) are subject to lock-up restrictions generally until 11/11/2025. The Form 4 is signed by Bain Capital's authorized signatory on 09/16/2025.
Derby LuxCo S.a r.l. and EQT Fund Management S.a r.l. reported a transaction in Waystar Holding Corp. (WAY). On 09/12/2025 the reporting persons sold 7,766,088 shares of Waystar common stock in a secondary offering at $39.21 per share. After the sale, the reporting persons beneficially own 24,879,437 shares, held indirectly by Derby LuxCo. The filing states that EQT VIII owns 100% of Derby LuxCo and that EQT Fund Management S.a r.l. has exclusive management responsibility for the investment vehicles comprising the majority of EQT VIII commitments. The form is signed by authorized managers and dated 09/16/2025.
Canada Pension Plan Investment Board (CPPIB) reported the sale of 5,938,773 shares of Waystar Holding Corp. (WAY) at $39.21 per share in a secondary offering that closed on 09/12/2025. The shares sold were held directly by CPP Investment Board Private Holdings (4) Inc., a wholly owned subsidiary of CPPIB, and CPPIB is an indirect beneficial owner of the remaining shares.
After the reported disposition, the filing shows 19,025,452 shares beneficially owned indirectly by CPPIB/Holdings (4). The Form 4 was signed by Pierre Abinakle on behalf of both reporting entities.
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.