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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 3 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 1 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 1 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 2 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 1 |
| Oct 2026 | 0 | 1 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2025 Filed Aug 28, 2025 21:01 UTC Amendment |
Miller Melissa F. (Missy)Chief Marketing Officer
|
SaleCommon Stock | 3,400 | $39.19 | $133,233.42 |
DisclosureSEC source: 0001998251-25-000004 · wk-form4a_1756414855.xml · nonDerivative · entry 2 Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 201,956 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. F4 · 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 $40.06, 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 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 / conversionCommon Stock | 3,400 | $18.19 | $61,846.00 |
DisclosureSEC source: 0001998251-25-000004 · wk-form4a_1756414855.xml · nonDerivative · entry 1 Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 205,356 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. 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). F3 · balance_after: Includes unvested RSUs. Read SEC document |
| May 13, 2025 Filed May 15, 2025 00:19 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 46,667 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-048683 · tm2515110-1_4seq1.xml · derivative · entry 4 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 1,672,881 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. F4 · 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 |
| May 13, 2025 Filed May 15, 2025 00:19 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 2,704 | $39.46 | $106,702.27 |
DisclosureSEC source: 0001104659-25-048683 · tm2515110-1_4seq1.xml · nonDerivative · entry 3 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported 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 $39.41 to $39.68, 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 |
| May 13, 2025 Filed May 15, 2025 00:19 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 43,963 | $38.94 | $1,711,954.39 |
DisclosureSEC source: 0001104659-25-048683 · tm2515110-1_4seq1.xml · nonDerivative · entry 2 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 766,835 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 $38.41 to $39.40, 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 |
| May 13, 2025 Filed May 15, 2025 00:19 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionCommon Stock | 46,667 | $4.14 | $193,201.38 |
DisclosureSEC source: 0001104659-25-048683 · tm2515110-1_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 |
| May 09, 2025 Filed May 12, 2025 20:52 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionStock Options (Right to Buy) · Derivative | 8,623 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-047354 · tm2514848-1_4seq1.xml · derivative · entry 3 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 129,355 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. 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 |
| May 09, 2025 Filed May 12, 2025 20:52 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 8,623 | $40.17 | $346,352.28 |
DisclosureSEC source: 0001104659-25-047354 · tm2514848-1_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 $39.97 to $40.58, 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 |
| May 09, 2025 Filed May 12, 2025 20:52 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionCommon Stock | 8,623 | $4.14 | $35,699.22 |
DisclosureSEC source: 0001104659-25-047354 · tm2514848-1_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 |
| May 09, 2025 Filed May 12, 2025 12:37 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
GrantCommon Stock | 264,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-047057 · tm2514762-1_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: 764,131 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 20:31 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 8,623 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-034705 · tm2512190-2_4seq1.xml · derivative · entry 4 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,978 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. F4 · 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 December 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| April 10, 2025 Filed Apr 14, 2025 20:31 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 2,513 | $36.80 | $92,482.92 |
DisclosureSEC source: 0001104659-25-034705 · tm2512190-2_4seq1.xml · nonDerivative · entry 3 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,044 F3 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of the Issuer were sold in multiple transactions ranging from $36.63 to $37.05, 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 |
| April 10, 2025 Filed Apr 14, 2025 20:31 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 6,110 | $36.18 | $221,063.47 |
DisclosureSEC source: 0001104659-25-034705 · tm2512190-2_4seq1.xml · nonDerivative · entry 2 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 440,557 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 $35.63 to $36.62, 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 |
| April 10, 2025 Filed Apr 14, 2025 20:31 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionCommon Stock | 8,623 | $4.14 | $35,699.22 |
DisclosureSEC source: 0001104659-25-034705 · tm2512190-2_4seq1.xml · nonDerivative · entry 1 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: No plan indicated 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 |
| April 10, 2025 Filed Apr 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 46,667 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-034704 · tm2512190-1_4seq1.xml · derivative · entry 4 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,469,548 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. F4 · 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 |
| April 10, 2025 Filed Apr 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 20,121 | $36.72 | $738,748.55 |
DisclosureSEC source: 0001104659-25-034704 · tm2512190-1_4seq1.xml · nonDerivative · entry 3 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 500,000 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 $36.47 to $37.18, 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 |
| April 10, 2025 Filed Apr 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 26,546 | $36.09 | $957,981.43 |
DisclosureSEC source: 0001104659-25-034704 · tm2512190-1_4seq1.xml · nonDerivative · entry 2 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 520,121 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 $35.47 to $36.46, 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 |
| April 10, 2025 Filed Apr 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionCommon Stock | 46,667 | $4.14 | $193,201.38 |
DisclosureSEC source: 0001104659-25-034704 · tm2512190-1_4seq1.xml · nonDerivative · entry 1 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 546,667 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 November 22, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 09:35 UTC |
Wittman Kimberly S.Chief People Officer
|
GrantCommon Stock | 158,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031490 · tm2511308-3_4seq1.xml · nonDerivative · entry 1 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,956 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:40 UTC |
Schremser Christopher L.Chief Technology Officer
|
GrantCommon Stock | 264,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031494 · tm2511308-6_4seq1.xml · nonDerivative · entry 1 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 438,044 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:39 UTC |
Bridge T. CraigChief Transformation Officer
|
GrantCommon Stock | 264,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031493 · tm2511308-5_4seq1.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 783,789 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:41 UTC |
PACKER GREGORY RChief Legal Officer
|
GrantStock Options (right to buy) · Derivative | 132,065 | $0.00 Strike: $36.94 | $0.00 |
DisclosureSEC source: 0001104659-25-031496 · tm2511308-7_4seq1.xml · derivative · entry 2 PACKER GREGORY R · CIK 0001735839 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,065 Underlying: Common Stock · 132,065 shares Expires 2035-04-01 F3 · kind: On April 1, 2025 reporting person was granted options to purchase shares of Common Stock which vest in four substantially equal annual installments commencing on April 1, 2026. F3 · derivative.exercise_date: On April 1, 2025 reporting person was granted options to purchase shares of Common Stock which vest in four substantially equal annual installments commencing on April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:41 UTC |
PACKER GREGORY RChief Legal Officer
|
GrantCommon Stock | 52,826 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031496 · tm2511308-7_4seq1.xml · nonDerivative · entry 1 PACKER GREGORY R · CIK 0001735839 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,826 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in four substantially equal annual installments commencing on April 1, 2026. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:37 UTC |
Miller Melissa F. (Missy)Chief Marketing Officer
|
GrantCommon Stock | 158,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031491 · tm2511308d4_4seq1.xml · nonDerivative · entry 1 Miller Melissa F. (Missy) · CIK 0001998251 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,956 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:33 UTC |
Oreskovich Steven MChief Financial Officer
|
GrantCommon Stock | 211,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031488 · tm2511308-1_4seq1.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 384,946 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:34 UTC |
Sinclair III Eric L. (Ric)Chief Business Officer
|
GrantCommon Stock | 316,957 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-031489 · tm2511308-2_4seq1.xml · nonDerivative · entry 1 Sinclair III Eric L. (Ric) · CIK 0001998250 · Chief Business Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 490,870 F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest over 4 years, with 40% vesting in year 3 and 60% vesting in year 4. Each RSU represents a contingent right to receive one share of common stock, $0.01 par value per share (the "Common Stock") upon settlement. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| March 13, 2025 Filed Mar 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 46,665 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-023981 · tm259049-2_4seq1.xml · derivative · entry 4 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 2,516,215 Underlying: Common Stock · 46,665 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. 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 |
| March 13, 2025 Filed Mar 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 500 | $36.36 | $18,181.55 |
DisclosureSEC source: 0001104659-25-023981 · tm259049-2_4seq1.xml · nonDerivative · entry 3 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 500,000 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 $36.19 to $36.80, 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 |
| March 13, 2025 Filed Mar 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
SaleCommon Stock | 46,155 | $35.54 | $1,640,464.09 |
DisclosureSEC source: 0001104659-25-023981 · tm259049-2_4seq1.xml · nonDerivative · entry 2 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 500,500 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 $35.17 to $36.03, 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 |
| March 13, 2025 Filed Mar 14, 2025 20:30 UTC |
Hawkins Matthew J.Director · Chief Executive Officer
|
Exercise / conversionCommon Stock | 46,665 | $4.14 | $193,193.10 |
DisclosureSEC source: 0001104659-25-023981 · tm259049-2_4seq1.xml · nonDerivative · entry 1 Hawkins Matthew J. · CIK 0001998256 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 546,665 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 |
| March 12, 2025 Filed Mar 14, 2025 20:30 UTC |
Oreskovich Steven MChief Financial Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 16,666 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-023980 · tm259049-1_4seq1.xml · derivative · entry 4 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 117,871 Underlying: Common Stock · 16,666 shares Expires 2028-09-17 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. F4 · 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 September 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:30 UTC |
Oreskovich Steven MChief Financial Officer
|
SaleCommon Stock | 700 | $38.07 | $26,651.03 |
DisclosureSEC source: 0001104659-25-023980 · tm259049-1_4seq1.xml · nonDerivative · entry 3 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 173,642 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 $37.74 to $38.37, 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). Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:30 UTC |
Oreskovich Steven MChief Financial Officer
|
SaleCommon Stock | 15,966 | $37.00 | $590,692.51 |
DisclosureSEC source: 0001104659-25-023980 · tm259049-1_4seq1.xml · nonDerivative · entry 2 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,342 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 $36.70 to $37.66, 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). Read SEC document |
| March 12, 2025 Filed Mar 14, 2025 20:30 UTC |
Oreskovich Steven MChief Financial Officer
|
Exercise / conversionCommon Stock | 16,666 | $4.14 | $68,997.24 |
DisclosureSEC source: 0001104659-25-023980 · tm259049-1_4seq1.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 190,308 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 September 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 8,623 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · derivative · entry 8 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 146,601 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. F7 · 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 December 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 100 | $40.55 | $4,055.00 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 7 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 173,913 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 900 | $40.11 | $36,102.96 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 6 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,013 F6 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of the Issuer were sold in multiple transactions ranging from $39.54 to $40.49, 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 300 | $38.70 | $11,610.00 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 5 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 174,913 F5 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of the Issuer were sold in multiple transactions ranging from $38.54 to $39.00, 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 3,572 | $37.41 | $133,619.23 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 4 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 175,213 F4 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of the Issuer were sold in multiple transactions ranging from $37.27 to $37.69, 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 2,187 | $36.96 | $80,837.21 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 3 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 178,785 F3 · price: The price reported in Column 4 is a weighted average price. These shares of Common Stock of the Issuer were sold in multiple transactions ranging from $36.25 to $37.24, 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
SaleCommon Stock | 1,564 | $35.68 | $55,807.59 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 2 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 180,972 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 $35.23 to $36.15, 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 |
| March 07, 2025 Filed Mar 11, 2025 20:30 UTC |
Schremser Christopher L.Chief Technology Officer
|
Exercise / conversionCommon Stock | 8,623 | $4.14 | $35,699.22 |
DisclosureSEC source: 0001104659-25-022577 · tm258784-1_4seq1.xml · nonDerivative · entry 1 Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 182,536 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 |
| February 26, 2025 Filed Mar 1, 2025 02:45 UTC |
Bridge T. CraigChief Transformation Officer
|
Exercise / conversionStock Options (right to buy) · Derivative | 131,083 | $0.00 Strike: $16.53 | $0.00 |
DisclosureSEC source: 0001104659-25-019346 · tm257974-1_4seq1.xml · derivative · entry 3 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 262,167 Underlying: Common Stock · 131,083 shares Expires 2029-10-23 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 were vested at the time of the Issuer's initial public offering. 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). Read SEC document |
| February 26, 2025 Filed Mar 1, 2025 02:45 UTC |
Bridge T. CraigChief Transformation Officer
|
SaleCommon Stock | 182,914 | $42.15 | $7,710,684.80 |
DisclosureSEC source: 0001104659-25-019346 · tm257974-1_4seq1.xml · nonDerivative · entry 2 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 519,658 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 $41.66 to $42.44, 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). Read SEC document |
| February 26, 2025 Filed Mar 1, 2025 02:45 UTC |
Bridge T. CraigChief Transformation Officer
|
Exercise / conversionCommon Stock | 131,083 | $16.53 | $2,166,801.99 |
DisclosureSEC source: 0001104659-25-019346 · tm257974-1_4seq1.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 702,572 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 November 27, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:00 UTC |
Bain Capital Investors LLC10% owner
BCPE Derby Investor, LP10% owner
BCPE Derby GP, LLC10% owner
Bain Capital Fund XI, L.P.10% owner
Bain Capital Partners XI, L.P.10% owner
BCPE Derby (DE) SPV, LP10% owner
BCPE Derby (DE) SPV (GP), LLC10% owner
|
OtherCommon Stock, par value $0.01 per share | 573,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-028174 · 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: 21,754,536 F4 · kind: On February 24, 2025, Derby Investor distributed 347,013 shares of Common Stock and Derby SPV Investor distributed 226,179 shares of Common Stock to one or more of their respective members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners. F4 · price: On February 24, 2025, Derby Investor distributed 347,013 shares of Common Stock and Derby SPV Investor distributed 226,179 shares of Common Stock to one or more of their respective 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 disclaims beneficial ownership of such securities, except to the extent of their pecuniary interest therein. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 01:00 UTC |
Bain Capital Investors LLC10% owner
BCPE Derby Investor, LP10% owner
BCPE Derby GP, LLC10% owner
Bain Capital Fund XI, L.P.10% owner
Bain Capital Partners XI, L.P.10% owner
BCPE Derby (DE) SPV, LP10% owner
BCPE Derby (DE) SPV (GP), LLC10% owner
|
SaleCommon Stock, par value $0.01 per share | 5,652,689 | $38.60 | $218,193,795.40 |
DisclosureSEC source: 0000950170-25-028174 · 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: 22,327,728 F3 · kind: Pursuant to a registered public offering that closed on February 24, 2025, 552,696 shares of Common Stock were sold by Derby Investor and 5,099,993 shares of Common Stock were sold by Derby SPV Investor at a price of $38.60 (net of underwriting discount). F3 · price: Pursuant to a registered public offering that closed on February 24, 2025, 552,696 shares of Common Stock were sold by Derby Investor and 5,099,993 shares of Common Stock were sold by Derby SPV Investor at a price of $38.60 (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 disclaims beneficial ownership of such securities, except to the extent of their pecuniary interest therein. Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 20:00 UTC |
Moskowitz Paul GDirector · 10% owner
|
OtherCommon Stock, par value $0.01 per share | 573,192 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-028175 · 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: 21,754,536 F4 · kind: On February 24, 2025, Derby Investor distributed 347,013 shares of Common Stock and Derby SPV Investor distributed 226,179 shares of Common Stock to one or more of their respective members or partners in connection with certain charitable gifts made by such members or partners or their direct or indirect owners. F4 · price: On February 24, 2025, Derby Investor distributed 347,013 shares of Common Stock and Derby SPV Investor distributed 226,179 shares of Common Stock to one or more of their respective 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"), which is the general partner of 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) 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 |
| February 24, 2025 Filed Feb 26, 2025 20:00 UTC |
Moskowitz Paul GDirector · 10% owner
|
SaleCommon Stock, par value $0.01 per share | 5,652,689 | $38.60 | $218,193,795.40 |
DisclosureSEC source: 0000950170-25-028175 · 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: 22,327,728 F3 · kind: Pursuant to a registered public offering that closed on February 24, 2025, 552,696 shares of Common Stock were sold by Derby Investor and 5,099,993 shares of Common Stock were sold by Derby SPV Investor at a price of $38.60 (net of underwriting discount). F3 · price: Pursuant to a registered public offering that closed on February 24, 2025, 552,696 shares of Common Stock were sold by Derby Investor and 5,099,993 shares of Common Stock were sold by Derby SPV Investor at a price of $38.60 (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"), which is the general partner of 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) 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 |
| February 24, 2025 Filed Feb 26, 2025 21:30 UTC |
Derby LuxCo S.a r.l.10% owner
EQT Fund Management S.a r.l.10% owner
|
SaleCommon Stock | 9,830,143 | $40.00 | $393,205,720.00 |
DisclosureSEC source: 0000950170-25-027810 · 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: 38,828,374 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.