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. amended its first lien credit agreement on August 12, 2025 to refinance the company’s Existing Term Loans with Replacement Term Loans totaling $1,157,711,636. The replacement loans carry reduced margins: borrowers may elect Adjusted Term SOFR (floor 0.00%) + 2.00% (prior margin 2.25%) or Alternate Base Rate (floor 1.00%) + 1.00% (prior margin 1.25%). The Replacement Term Loans otherwise retain substantially similar terms for maturity, guarantees, collateral, mandatory prepayments, and covenants.
The amendment states there was no change to the Company’s outstanding indebtedness. If the Borrower effects a Repricing Transaction within six months, affected Replacement Term Loans will incur a customary 1.00% premium. The Company also furnished a press release regarding the amendment as Exhibit 99.1.
Derby LuxCo S.a r.l. directly holds 32,645,525 shares of Waystar Holding Corp.'s common stock, representing 18.7% of the 174,146,070 shares reported outstanding as of June 30, 2025. This Schedule 13G/A is filed jointly by Derby and EQT Fund Management S.a r.l., and notes that EQT VIII entities own 100% of Derby's membership interests.
The filing states EQT Fund Management may be deemed to beneficially own the shares held by Derby but expressly disclaims such beneficial ownership. It also discloses that EQT VIII SCSp may be deemed to have an indirect right to receive dividends or proceeds with respect to 5.0% or more of the outstanding common stock.
Waystar Holding Corp. (WAY) – Form 4 filing
CEO & Director Matthew J. Hawkins reported a 1 Aug 2025 transaction involving vested stock options with a $4.14 exercise price and 1 Nov 2027 expiry. Exactly 156,865 options were moved from a 2024 grantor-retained annuity trust (GRAT) to his direct account, coded “J,” which signals a change in form of ownership rather than a sale or purchase. The executive’s pecuniary interest is unchanged.
Post-transaction, Hawkins holds 1,336,412 options directly and 593,135 options indirectly (343,135 in the 2024 GRAT and 250,000 in a 2025 GRAT), totalling 1,929,547 options on common stock. No open-market trading, cash proceeds or equity dilution occurred. The filing therefore has limited immediate market impact but underscores the CEO’s large, fully-vested, below-market option stake, which continues to align his incentives with shareholders.
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