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. (WAY) Form 144 notice reports a proposed sale of 48,507 common shares through Morgan Stanley Smith Barney LLC on 09/08/2025 with an indicated aggregate market value of $1,807,855.89. The shares were acquired on 09/08/2025 by exercise of stock options and payment was in cash. The filing lists four prior 10b5-1 sales by the same account during 06/20/2025–08/20/2025, each for 9,702 shares. The filing supplies broker, acquisition method, number of shares outstanding (174,238,972) and confirms the seller represents no undisclosed material information.
Waystar Holding Corp. (WAY) insider activity by Chief Marketing Officer Melissa F. Miller. The report shows three equity transactions: 2,623 shares were withheld to pay taxes upon vesting of previously granted non-qualified stock options on 06/06/2025, reducing holdings to 193,261 shares. On 08/26/2025 a 10b5-1 plan executed the acquisition of 3,400 shares at $18.19 and simultaneous sales of 3,400 shares at a weighted-average price of $37.0095, leaving beneficial ownership at 193,261 (after a corrected prior misclassification). The Form notes the option grant dates, vesting schedule, and that the 10b5-1 plan was adopted on 11/20/2024.
Waystar Holding Corp. (WAY) amended Form 4 reporting activity by Melissa F. Miller, Chief Marketing Officer. The amendment adds an option exercise of 3,400 shares at an exercise price of $18.19 on 05/15/2025 and restates a contemporaneous sale of 3,400 shares at a weighted-average price of $39.1863. The filing shows beneficial ownership moved from 205,356 shares immediately after the exercise to 201,956 after the sale. The transactions were executed automatically under a 10b5-1 plan adopted 11/20/2024, and the amendment corrects an earlier omission of the exercise from the original Form 4.
Waystar Holding Corp. (WAY) filed a Form 144 disclosing a proposed sale of 3,400 common shares by a person who acquired the shares on 08/26/2025 through the exercise of stock options. The filing lists the broker as Morgan Stanley Smith Barney LLC and shows an aggregate market value of $122,060.00 with an approximate sale date of 08/26/2025 via the NASDAQ exchange. The filer also reported prior 10b5-1 sales by Melissa Miller totaling 6,072 shares on 06/11/2025 for gross proceeds of $247,197.19. The notice includes the standard representation that the seller is not aware of undisclosed material adverse information.
Eric L. (Ric) Sinclair III, Chief Business Officer of Waystar Holding Corp. (WAY), reported transactions dated 08/20/2025 under a Rule 10b5-1 plan adopted February 19, 2025. He exercised 9,702 stock options with a $4.14 exercise price, adding 9,702 shares and increasing beneficial ownership to 500,572 shares (includes unvested RSUs). He then sold 9,702 shares in multiple trades at a weighted average price of $35.111, reducing beneficial ownership to 490,870 shares. The exercised options are vested and total options underlying common stock held after the transaction equal 9,702 (97,012 options outstanding direct). The Form 4 was signed by an attorney-in-fact on behalf of the reporting person.
Waystar Holding Corp. insider filing: Gregory R. Packer, Chief Legal Officer, was granted 78,321 restricted stock units (RSUs) on 08/18/2025. Each RSU represents a contingent right to one share of Waystar common stock upon settlement. The RSUs vest over four years, with 40% vesting in year 3 and 60% vesting in year 4. The filing reports 131,147 shares beneficially owned following the transaction, which includes unvested RSUs. The grant was reported on Form 4 and carries a reported price of $0 (typical for RSU grants). The filing is signed by Mr. Packer on 08/19/2025.
Canada Pension Plan Investment Board disclosed ownership of 24,964,225 shares of Waystar Holding Corp. common stock, representing 14.3% of the outstanding class based on 174,238,972 shares. The shares are held directly by CPP Investment Board Private Holdings (4) Inc., a wholly owned subsidiary, and the reporting persons state shared voting power and shared dispositive power for the entire position with no sole voting or dispositive power.
This filing is a Schedule 13G/A amendment reporting an institutional investor's passive ownership stake. The statement also references an incorporated power of attorney exhibit used for signature authority.
Waystar Holding Corp. disclosure: Bain Capital-affiliated reporting persons BCPE Derby Investor, LP and BCPE Derby (DE) SPV, LP jointly report beneficial ownership. BCPE Derby holds 2,609,155 shares (~1.5%) and BCPE Derby SPV holds 15,445,894 shares (~8.9%), for a combined 18,055,049 shares representing ~10.3% of outstanding common stock based on 174,146,070 shares outstanding per the issuer's quarterly report. Neither reporting person has sole voting or dispositive power; voting and investment decisions are made by the partners of Bain Capital Investors, LLC. A Stockholders Agreement gives the reporting parties the right to nominate one director while they hold 5% or more; the Agreement requires supporting votes by other parties and the Reporting Persons expressly disclaim group membership.
Waystar Holding Corp. director and Chief Executive Officer Matthew J. Hawkins exercised vested stock options and sold the same shares under a pre-established Rule 10b5-1 trading plan adopted November 22, 2024. On 08/12/2025 he exercised options at an exercise price of $4.14 to acquire 46,667 shares and sold 46,667 shares in multiple transactions at a weighted average price of $34.6622 (range $34.44–$34.89 as disclosed).
Following these transactions the reporting person directly beneficially owned 764,131 shares. The filing also shows direct beneficial ownership of 1,289,745 stock options and indirect option holdings of 343,135 and 250,000 via grantor retained annuity trusts. The transactions are reported as occurring automatically pursuant to the 10b5-1 plan and the options involved were noted as vested.
Christopher L. Schremser, Chief Technology Officer of Waystar Holding Corp. (WAY), executed stock option activity and an offsetting sale on 08/11/2025 under a pre-established trading plan. He exercised 8,623 stock options with an exercise price of $4.14 and received 8,623 shares. Those same 8,623 shares were sold in multiple transactions at a weighted-average price of $34.4882 (range: $34.28 to $34.80).
The transactions were made pursuant to a 10b5-1(c) plan adopted on December 6, 2024. After these transactions the reporting person beneficially owned 438,044 shares of common stock and continued to hold 103,486 stock options; the options involved are stated to be vested.
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