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 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.
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.