Tapewire

Nasdaq · USD

WAY

Waystar Holding Corp.

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Tapewire entity
1420
SEC CIK
0001990354
Parsed reports
162

Last 12 months

Inside the activity.

1 purchase rows · 12 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202503
Dec 202502
Jan 202601
Feb 202600
Mar 202610
Apr 202600
May 202600
Jun 202600
Jul 202602
Aug 202602
Sep 202601
Oct 202601

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
June 16, 2025 Filed Jun 16, 2025 20:01 UTC GrantCommon Stock 5,134 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-059839 · tm2518062-2_4seq1.xml · nonDerivative · entry 1

DRISCOLL JOHN PATRICK · CIK 0001257287 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,757

F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 4, 2026 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement.

F2 · balance_after: Includes unvested RSUs.

Read SEC document
June 16, 2025 Filed Jun 16, 2025 20:01 UTC GrantCommon Stock 5,134 $0.00 $0.00
Disclosure

SEC source: 0001104659-25-059836 · tm2518062-1_4seq1.xml · nonDerivative · entry 1

Gupta Aashima · CIK 0001946262 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,134

F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 4, 2026 and (ii) the first regularly scheduled annual meeting of the stockholders following the grant date. Each RSU represents a contingent right to receive one share of Common Stock upon settlement.

F2 · balance_after: Includes unvested RSUs.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:17 UTC
Oreskovich Steven MChief Financial Officer
SaleCommon Stock 16,396 $40.71 $667,489.36
Disclosure

SEC source: 0001104659-25-058884 · tm2517879-3_4seq1.xml · nonDerivative · entry 1

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 368,550

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.48 to $40.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on September 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSU's.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:17 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
SaleCommon Stock 6,072 $40.71 $247,197.19
Disclosure

SEC source: 0001104659-25-058881 · tm2517879-2_4seq1.xml · nonDerivative · entry 1

Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 192,484

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.47 to $40.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 20, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSU's.

Read SEC document
June 11, 2025 Filed Jun 12, 2025 20:17 UTC
Bridge T. CraigChief Transformation Officer
SaleCommon Stock 15,946 $40.71 $649,177.61
Disclosure

SEC source: 0001104659-25-058877 · tm2517879-1_4seq1.xml · nonDerivative · entry 1

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 767,843

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.47 to $40.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 27, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSU's

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:59 UTC
Schremser Christopher L.Chief Technology Officer
Exercise / conversionStock Options (right to buy) · Derivative 8,623 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-058579 · tm2517745-2_4seq1.xml · derivative · entry 3

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 120,732

Underlying: Common Stock · 8,623 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are currently vested.

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:59 UTC
Schremser Christopher L.Chief Technology Officer
SaleCommon Stock 8,623 $40.58 $349,887.71
Disclosure

SEC source: 0001104659-25-058579 · tm2517745-2_4seq1.xml · nonDerivative · entry 2

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 438,044

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.335 to $41.05, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on December 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:59 UTC
Schremser Christopher L.Chief Technology Officer
Exercise / conversionCommon Stock 8,623 $4.14 $35,699.22
Disclosure

SEC source: 0001104659-25-058579 · tm2517745-2_4seq1.xml · nonDerivative · entry 1

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 446,667

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on December 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:58 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionStock Options (right to buy) · Derivative 46,667 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-058576 · tm2517745-1_4seq1.xml · derivative · entry 3

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,226,214

Underlying: Common Stock · 46,667 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are currently vested.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 22, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:58 UTC
Hawkins Matthew J.Director · Chief Executive Officer
SaleCommon Stock 2,704 $40.57 $109,710.20
Disclosure

SEC source: 0001104659-25-058576 · tm2517745-1_4seq1.xml · nonDerivative · entry 2

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 764,131

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.13 to $41.07, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 22, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
June 10, 2025 Filed Jun 11, 2025 20:58 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionCommon Stock 46,667 $4.14 $193,201.38
Disclosure

SEC source: 0001104659-25-058576 · tm2517745-1_4seq1.xml · nonDerivative · entry 1

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 810,798

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 22, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
June 06, 2025 Filed Aug 28, 2025 21:02 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
Tax withholdingCommon Stock 2,623 $40.55 $106,362.65
Disclosure

SEC source: 0001998251-25-000006 · wk-form4_1756414968.xml · nonDerivative · entry 1

Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 193,261

F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings.

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June 06, 2025 Filed Sep 8, 2025 18:57 UTC
Wittman Kimberly S.Chief People Officer
Tax withholdingCommon Stock 2,670 $40.55 $108,268.50
Disclosure

SEC source: 0002020858-25-000004 · wk-form4_1757372260.xml · nonDerivative · entry 1

Wittman Kimberly S. · CIK 0002020858 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 193,261

F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings.

Read SEC document
June 06, 2025 Filed Sep 10, 2025 17:50 UTC
Bridge T. CraigChief Transformation Officer
Tax withholdingCommon Stock 14,488 $40.55 $587,488.40
Disclosure

SEC source: 0001998332-25-000005 · wk-form4_1757526634.xml · nonDerivative · entry 1

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 668,355

F1 · balance_after: Includes unvested RSUs.

F2 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings.

Read SEC document
June 06, 2025 Filed Sep 10, 2025 17:47 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
Tax withholdingCommon Stock 16,044 $40.55 $650,584.20
Disclosure

SEC source: 0001998250-25-000006 · wk-form4_1757526443.xml · nonDerivative · entry 1

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 474,826

F1 · balance_after: Includes unvested RSUs.

F2 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings.

Read SEC document
June 06, 2025 Filed Sep 11, 2025 15:42 UTC
Oreskovich Steven MChief Financial Officer
Tax withholdingCommon Stock 14,038 $40.55 $569,240.90
Disclosure

SEC source: 0001368470-25-000007 · wk-form4_1757605343.xml · nonDerivative · entry 1

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 354,512

F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date.

Read SEC document
June 06, 2025 Filed Sep 11, 2025 15:51 UTC
Schremser Christopher L.Chief Technology Officer
Tax withholdingCommon Stock 15,673 $40.55 $635,540.15
Disclosure

SEC source: 0001998333-25-000006 · wk-form4_1757605867.xml · nonDerivative · entry 1

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 422,371

F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date.

Read SEC document
June 06, 2025 Filed Sep 24, 2025 17:04 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Tax withholdingCommon Stock 46,657 $40.55 $1,891,941.35
Disclosure

SEC source: 0001998256-25-000007 · wk-form4_1758733478.xml · nonDerivative · entry 1

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 717,474

F1 · balance_after: Includes unvested RSUs.

F2 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings.

Read SEC document
June 05, 2025 Filed Jun 6, 2025 20:01 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionStock Options (right to buy) · Derivative 59,836 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-057293 · tm2517351-1_4seq1.xml · derivative · entry 3

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,272,881

Underlying: Common Stock · 59,836 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are currently vested.

Read SEC document
June 05, 2025 Filed Jun 6, 2025 20:01 UTC
Hawkins Matthew J.Director · Chief Executive Officer
SaleCommon Stock 59,836 $40.18 $2,403,989.09
Disclosure

SEC source: 0001104659-25-057293 · tm2517351-1_4seq1.xml · nonDerivative · entry 2

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 764,131

F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.10 to $40.43, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F2 · balance_after: These transactions occurred pursuant to broker sales conducted in accordance with Rule 144 under the Securities Act of 1933, as amended.

Read SEC document
June 05, 2025 Filed Jun 6, 2025 20:01 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionCommon Stock 59,836 $4.14 $247,721.04
Disclosure

SEC source: 0001104659-25-057293 · tm2517351-1_4seq1.xml · nonDerivative · entry 1

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 823,967

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 30, 2025 Filed Jun 2, 2025 20:01 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
Exercise / conversionStock Options (right to buy) · Derivative 9,702 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-055422 · tm2516824-1_4seq1.xml · derivative · entry 3

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 135,820

Underlying: Common Stock · 9,702 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_date: These options are currently vested.

Read SEC document
May 30, 2025 Filed Jun 2, 2025 20:01 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
SaleCommon Stock 9,702 $40.00 $388,080.00
Disclosure

SEC source: 0001104659-25-055422 · tm2516824-1_4seq1.xml · nonDerivative · entry 2

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 490,870

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on February 19, 2025 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · balance_after: Includes unvested RSUs.

Read SEC document
May 30, 2025 Filed Jun 2, 2025 20:01 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
Exercise / conversionCommon Stock 9,702 $4.14 $40,166.28
Disclosure

SEC source: 0001104659-25-055422 · tm2516824-1_4seq1.xml · nonDerivative · entry 1

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 500,572

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on February 19, 2025 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F2 · balance_after: Includes unvested RSUs.

Read SEC document
May 27, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionStock Options (right to buy) · Derivative 140,164 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · derivative · entry 9

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,332,717

Underlying: Common Stock · 140,164 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: These options are currently vested.

Read SEC document
May 27, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
SaleCommon Stock 140,164 $39.03 $5,471,287.72
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 6

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 764,131

F4 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of Issuer were sold in multiple transactions ranging from $38.7500 to $39.4800, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $39.15 to $39.16, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

Read SEC document
May 27, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionCommon Stock 140,164 $4.14 $580,278.96
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 5

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 904,295

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 23, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionStock Options (right to buy) · Derivative 197,847 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · derivative · entry 8

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,472,881

Underlying: Common Stock · 197,847 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: These options are currently vested.

Read SEC document
May 23, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
SaleCommon Stock 197,847 $38.53 $7,623,460.39
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 4

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 764,131

F3 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of Issuer were sold in multiple transactions ranging from $38.37 to $38.6150, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F2 · balance_after: These transactions occurred pursuant to broker sales conducted in accordance with Rule 144 under the Securities Act of 1933, as amended.

Read SEC document
May 23, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionCommon Stock 197,847 $4.14 $819,086.58
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 3

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 961,978

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 22, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionStock Options (right to buy) · Derivative 2,153 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · derivative · entry 7

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,670,728

Underlying: Common Stock · 2,153 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_date: These options are currently vested.

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May 22, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
SaleCommon Stock 2,153 $39.15 $84,300.28
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 2

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 76,413

F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $39.15 to $39.16, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F2 · balance_after: These transactions occurred pursuant to broker sales conducted in accordance with Rule 144 under the Securities Act of 1933, as amended.

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May 22, 2025 Filed May 27, 2025 22:17 UTC
Hawkins Matthew J.Director · Chief Executive Officer
Exercise / conversionCommon Stock 2,153 $4.14 $8,913.42
Disclosure

SEC source: 0001104659-25-053111 · tm2516256-1_4seq1.xml · nonDerivative · entry 1

Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 766,284

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 21, 2025 Filed May 22, 2025 22:16 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
Exercise / conversionStock Options (right to buy) · Derivative 9,702 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-25-052088 · tm2515964-1_4seq1.xml · derivative · entry 4

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 145,522

Underlying: Common Stock · 9,702 shares

Expires 2027-11-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_date: These options are currently vested.

Read SEC document
May 21, 2025 Filed May 22, 2025 22:16 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
SaleCommon Stock 100 $39.55 $3,955.00
Disclosure

SEC source: 0001104659-25-052088 · tm2515964-1_4seq1.xml · nonDerivative · entry 3

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 490,870

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on February 19, 2025 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSUs.

Read SEC document
May 21, 2025 Filed May 22, 2025 22:16 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
SaleCommon Stock 9,602 $39.16 $376,015.28
Disclosure

SEC source: 0001104659-25-052088 · tm2515964-1_4seq1.xml · nonDerivative · entry 2

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 490,907

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $38.53 to $39.50, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on February 19, 2025 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSUs.

Read SEC document
May 21, 2025 Filed May 22, 2025 22:16 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
Exercise / conversionCommon Stock 9,702 $4.14 $40,166.28
Disclosure

SEC source: 0001104659-25-052088 · tm2515964-1_4seq1.xml · nonDerivative · entry 1

Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 500,572

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on February 19, 2025 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSUs.

Read SEC document
May 20, 2025 Filed May 21, 2025 00:55 UTC SaleCommon Stock, par value $0.01 per share 451,837 $37.39 $16,894,185.43
Disclosure

SEC source: 0000950170-25-075513 · ownership.xml · nonDerivative · entry 3

BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · 10% owner

BCPE Derby Investor, LP · CIK 0002025342 · 10% owner

BCPE Derby GP, LLC · CIK 0002025234 · 10% owner

Bain Capital Fund XI, L.P. · CIK 0001568889 · 10% owner

Bain Capital Partners XI, L.P. · CIK 0001851748 · 10% owner

BCPE Derby (DE) SPV, LP · CIK 0002048434 · 10% owner

BCPE Derby (DE) SPV (GP), LLC · CIK 0002048242 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,055,049

F5 · kind: In connection with the exercise of the underwriters' option to purchase additional shares of Common Stock in a registered public offering that closed on May 20, 2025, 65,295 shares of Common Stock were sold by Derby Investor and 386,542 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F5 · price: In connection with the exercise of the underwriters' option to purchase additional shares of Common Stock in a registered public offering that closed on May 20, 2025, 65,295 shares of Common Stock were sold by Derby Investor and 386,542 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F1 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of BCPE Derby Investor, LP ("Derby Investor") and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP"), which is the general partner of BCPE Derby (DE) SPV, LP ("Derby SPV Investor" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV GP, the "Bain Capital Entities").

F2 · ownership.nature: (Continued from footnote 1) As a result, the Bain Capital Entities may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by Derby Investor and Derby SPV Investor. The Bain Capital Entities disclaim beneficial ownership of such securities, except to the extent of their pecuniary interest therein.

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May 20, 2025 Filed May 20, 2025 20:03 UTC
Moskowitz Paul GDirector · 10% owner
SaleCommon Stock, par value $0.01 per share 451,837 $37.39 $16,894,185.43
Disclosure

SEC source: 0000950170-25-075495 · ownership.xml · nonDerivative · entry 3

Moskowitz Paul G · CIK 0001997404 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,055,049

F5 · kind: In connection with the exercise of the underwriters' option to purchase additional shares of Common Stock in a registered public offering that closed on May 20, 2025, 65,295 shares of Common Stock were sold by Derby Investor and 386,542 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F5 · price: In connection with the exercise of the underwriters' option to purchase additional shares of Common Stock in a registered public offering that closed on May 20, 2025, 65,295 shares of Common Stock were sold by Derby Investor and 386,542 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F1 · ownership.nature: Represents shares held by BCPE Derby Investor, LP ("Derby Investor") and BCPE Derby (DE) SPV, LP ("Derby SPV Investor"). Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of Derby Investor and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV Investor, the "Bain Capital Entities"), which is the general partner of Derby SPV Investor.

F2 · ownership.nature: (Continued from footnote 1) Paul G Moskowitz, a member of the board of directors of Waystar Holding Corp. (the "Issuer"), is a Partner of BCI. By virtue of the relationships described in this footnote, Mr. Moskowitz may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by the Bain Capital Entities. Mr. Moskowitz disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 20, 2025 Filed May 20, 2025 20:43 UTC SaleCommon Stock 616,704 $37.39 $23,060,844.36
Disclosure

SEC source: 0001104659-25-051037 · tm2515695-1_4seq1.xml · nonDerivative · entry 2

CANADA PENSION PLAN INVESTMENT BOARD · CIK 0001283718 · 10% owner

CPP Investment Board Private Holdings (4) Inc. · CIK 0001978825 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 24,964,225

F3 · price: This amount represents the $37.3937 sale price per share of Common Stock, par value $0.01 per share, in connection with the underwriters' exercise of their over-allotment option relating to the secondary offering, which closed on May 20, 2025.

F2 · ownership.nature: The securities reported herein are held directly by CPP Investment Board Private Holdings (4) Inc. ("Holdings (4)"), a wholly-owned subsidiary of Canada Pension Plan Investment Board ("CPPIB"). CPPIB is an indirect beneficial owner of such securities directly held by Holdings (4).

Read SEC document
May 20, 2025 Filed May 20, 2025 20:30 UTC SaleCommon Stock 806,459 $37.39 $30,156,485.91
Disclosure

SEC source: 0000950170-25-075228 · ownership.xml · nonDerivative · entry 2

Derby LuxCo S.a r.l. · CIK 0001998443 · 10% owner

EQT Fund Management S.a r.l. · CIK 0001834239 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Held directly by Derby LuxCo

Disclosed balance after: 32,645,525

F3 · price: This amount represents the $37.3937 sale price per share of Common Stock, par value $0.01 per share, in connection with the underwriters' exercise of their over-allotment option relating to the secondary offering, which closed on May 20, 2025.

F2 · ownership.nature: Consists of shares of common stock held directly by Derby LuxCo S.a r.l. ("Derby LuxCo"). Several investment vehicles collectively make up the fund known as "EQT VIII." EQT VIII owns 100% of the membership interests in Derby LuxCo. EQT Fund Management S.a r.l. ("EFMS") has exclusive responsibility for the management and control of the business and affairs of investment vehicles which constitute the majority of the total commitments to EQT VIII. EFMS is overseen by a board of not less than three individuals that acts by majority approval.

Read SEC document
May 16, 2025 Filed May 21, 2025 00:55 UTC OtherCommon Stock, par value $0.01 per share 235,397 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-075513 · ownership.xml · nonDerivative · entry 2

BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · 10% owner

BCPE Derby Investor, LP · CIK 0002025342 · 10% owner

BCPE Derby GP, LLC · CIK 0002025234 · 10% owner

Bain Capital Fund XI, L.P. · CIK 0001568889 · 10% owner

Bain Capital Partners XI, L.P. · CIK 0001851748 · 10% owner

BCPE Derby (DE) SPV, LP · CIK 0002048434 · 10% owner

BCPE Derby (DE) SPV (GP), LLC · CIK 0002048242 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,506,886

F4 · kind: On May 16, 2025, Derby Investor distributed 235,397 shares of Common Stock to one or more of its members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners.

F4 · price: On May 16, 2025, Derby Investor distributed 235,397 shares of Common Stock to one or more of its members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners.

F1 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of BCPE Derby Investor, LP ("Derby Investor") and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP"), which is the general partner of BCPE Derby (DE) SPV, LP ("Derby SPV Investor" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV GP, the "Bain Capital Entities").

F2 · ownership.nature: (Continued from footnote 1) As a result, the Bain Capital Entities may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by Derby Investor and Derby SPV Investor. The Bain Capital Entities disclaim beneficial ownership of such securities, except to the extent of their pecuniary interest therein.

Read SEC document
May 16, 2025 Filed May 21, 2025 00:55 UTC SaleCommon Stock, par value $0.01 per share 3,012,253 $37.39 $112,628,139.67
Disclosure

SEC source: 0000950170-25-075513 · ownership.xml · nonDerivative · entry 1

BAIN CAPITAL INVESTORS LLC · CIK 0001040508 · 10% owner

BCPE Derby Investor, LP · CIK 0002025342 · 10% owner

BCPE Derby GP, LLC · CIK 0002025234 · 10% owner

Bain Capital Fund XI, L.P. · CIK 0001568889 · 10% owner

Bain Capital Partners XI, L.P. · CIK 0001851748 · 10% owner

BCPE Derby (DE) SPV, LP · CIK 0002048434 · 10% owner

BCPE Derby (DE) SPV (GP), LLC · CIK 0002048242 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,742,283

F3 · kind: Pursuant to a registered public offering that closed on May 16, 2025, 233,925 shares of Common Stock were sold by Derby Investor and 2,778,328 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F3 · price: Pursuant to a registered public offering that closed on May 16, 2025, 233,925 shares of Common Stock were sold by Derby Investor and 2,778,328 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F1 · ownership.nature: Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of BCPE Derby Investor, LP ("Derby Investor") and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP"), which is the general partner of BCPE Derby (DE) SPV, LP ("Derby SPV Investor" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV GP, the "Bain Capital Entities").

F2 · ownership.nature: (Continued from footnote 1) As a result, the Bain Capital Entities may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by Derby Investor and Derby SPV Investor. The Bain Capital Entities disclaim beneficial ownership of such securities, except to the extent of their pecuniary interest therein.

Read SEC document
May 16, 2025 Filed May 20, 2025 20:03 UTC
Moskowitz Paul GDirector · 10% owner
OtherCommon Stock, par value $0.01 per share 235,397 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-25-075495 · ownership.xml · nonDerivative · entry 2

Moskowitz Paul G · CIK 0001997404 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,506,886

F4 · kind: On May 16, 2025, Derby Investor distributed 235,397 shares of Common Stock to one or more of its members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners.

F4 · price: On May 16, 2025, Derby Investor distributed 235,397 shares of Common Stock to one or more of its members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners.

F1 · ownership.nature: Represents shares held by BCPE Derby Investor, LP ("Derby Investor") and BCPE Derby (DE) SPV, LP ("Derby SPV Investor"). Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of Derby Investor and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV Investor, the "Bain Capital Entities"), which is the general partner of Derby SPV Investor.

F2 · ownership.nature: (Continued from footnote 1) Paul G Moskowitz, a member of the board of directors of Waystar Holding Corp. (the "Issuer"), is a Partner of BCI. By virtue of the relationships described in this footnote, Mr. Moskowitz may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by the Bain Capital Entities. Mr. Moskowitz disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 16, 2025 Filed May 20, 2025 20:03 UTC
Moskowitz Paul GDirector · 10% owner
SaleCommon Stock, par value $0.01 per share 3,012,253 $37.39 $112,628,139.67
Disclosure

SEC source: 0000950170-25-075495 · ownership.xml · nonDerivative · entry 1

Moskowitz Paul G · CIK 0001997404 · Director · 10% owner

10b5-1 filing: No plan indicated

Ownership: Indirect · See Footnote

Disclosed balance after: 18,742,283

F3 · kind: Pursuant to a registered public offering that closed on May 16, 2025, 233,925 shares of Common Stock were sold by Derby Investor and 2,778,328 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F3 · price: Pursuant to a registered public offering that closed on May 16, 2025, 233,925 shares of Common Stock were sold by Derby Investor and 2,778,328 shares of Common Stock were sold by Derby SPV Investor at a price of $37.3937 (net of underwriting discount).

F1 · ownership.nature: Represents shares held by BCPE Derby Investor, LP ("Derby Investor") and BCPE Derby (DE) SPV, LP ("Derby SPV Investor"). Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, L.P. ("Partners XI"), which is the general partner of Bain Capital Fund XI, L.P. ("Fund XI"). Fund XI is the (i) sole member of BCPE Derby GP, LLC ("Derby GP"), which is the general partner of Derby Investor and (ii) sole member of BCPE Derby (DE) SPV, LLC ("Derby SPV GP" and, together with BCI, Partners XI, Fund XI, Derby GP, Derby Investor and Derby SPV Investor, the "Bain Capital Entities"), which is the general partner of Derby SPV Investor.

F2 · ownership.nature: (Continued from footnote 1) Paul G Moskowitz, a member of the board of directors of Waystar Holding Corp. (the "Issuer"), is a Partner of BCI. By virtue of the relationships described in this footnote, Mr. Moskowitz may be deemed to share voting and dispositive power with respect to the shares of the Issuer's common stock, par value $0.01 per share (the "Common Stock"), held by the Bain Capital Entities. Mr. Moskowitz disclaims beneficial ownership of such securities except to the extent of his pecuniary interest therein.

Read SEC document
May 16, 2025 Filed May 20, 2025 20:43 UTC SaleCommon Stock 4,111,357 $37.39 $153,738,850.25
Disclosure

SEC source: 0001104659-25-051037 · tm2515695-1_4seq1.xml · nonDerivative · entry 1

CANADA PENSION PLAN INVESTMENT BOARD · CIK 0001283718 · 10% owner

CPP Investment Board Private Holdings (4) Inc. · CIK 0001978825 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 25,580,929

F1 · price: This amount represents the $37.3937 sale price per share of Common Stock, par value $0.01 per share, in a secondary offering, which closed on May 16, 2025.

F2 · ownership.nature: The securities reported herein are held directly by CPP Investment Board Private Holdings (4) Inc. ("Holdings (4)"), a wholly-owned subsidiary of Canada Pension Plan Investment Board ("CPPIB"). CPPIB is an indirect beneficial owner of such securities directly held by Holdings (4).

Read SEC document
May 16, 2025 Filed May 20, 2025 20:30 UTC SaleCommon Stock 5,376,390 $37.39 $201,043,114.74
Disclosure

SEC source: 0000950170-25-075228 · ownership.xml · nonDerivative · entry 1

Derby LuxCo S.a r.l. · CIK 0001998443 · 10% owner

EQT Fund Management S.a r.l. · CIK 0001834239 · 10% owner

Joint disclosure: these amounts are not allocated separately to each reporting owner.

10b5-1 filing: No plan indicated

Ownership: Indirect · Held directly by Derby LuxCo

Disclosed balance after: 33,451,984

F1 · price: This amount represents the $37.3937 sale price per share of Common Stock, par value $0.01 per share, in a secondary offering, which closed on May 16, 2025.

F2 · ownership.nature: Consists of shares of common stock held directly by Derby LuxCo S.a r.l. ("Derby LuxCo"). Several investment vehicles collectively make up the fund known as "EQT VIII." EQT VIII owns 100% of the membership interests in Derby LuxCo. EQT Fund Management S.a r.l. ("EFMS") has exclusive responsibility for the management and control of the business and affairs of investment vehicles which constitute the majority of the total commitments to EQT VIII. EFMS is overseen by a board of not less than three individuals that acts by majority approval.

Read SEC document
May 15, 2025 Filed May 16, 2025 14:34 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
SaleCommon Stock 100 $40.06 $4,006.00
Disclosure

SEC source: 0001104659-25-049882 · tm2515316-1_4seq1.xml · nonDerivative · entry 2

Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,556

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 20, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSUs.

Read SEC document
May 15, 2025 Filed May 16, 2025 14:34 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
SaleCommon Stock 3,300 $39.16 $129,227.34
Disclosure

SEC source: 0001104659-25-049882 · tm2515316-1_4seq1.xml · nonDerivative · entry 1

Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 198,656

F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $38.89 to $39.45, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote.

F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 20, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

F3 · balance_after: Includes unvested RSUs.

Read SEC document
May 15, 2025 Filed Aug 28, 2025 21:01 UTC Amendment
Miller Melissa F. (Missy)Chief Marketing Officer
Exercise / conversionStock Options (right to buy) · Derivative 3,400 $0.00 Strike: $18.19 $0.00
Disclosure

SEC source: 0001998251-25-000004 · wk-form4a_1756414855.xml · derivative · entry 3

Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,550

Underlying: Common Stock · 3,400 shares

Expires 2030-08-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: This Form 4/A is being filed to correct the original Form 4 filed on May 15, 2025 ("Original Form 4"). The Original Form 4 inadvertently omitted the reporting of an option exercise that occurred on May 15, 2025, immediately prior to the sale of shares reported in that filing. The number of shares sold as reported in the Original Form 4 was correct; however, the ending total was incorrect due to the omission of the option exercise. This amendment adds the previously unreported option exercise transaction and restates the sell of shares reported in the Original Form 4 in a single combined row, consistent with other filings for the Reporting Owner. No other changes have been made to the Original Form 4.

F5 · derivative.exercise_date: Options granted August 17, 2020 of which 50% of the option vests in five substantially equal annual installments commencing on August 17, 2021 and the remaining 50% of the option vests upon achievement of certain specified performance-based vesting criteria.

F2 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 20, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.