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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
February 24, 2025 Filed Feb 26, 2025 21:33 UTC SaleCommon Stock 7,517,168 $40.00 $300,686,720.00
Disclosure

SEC source: 0001104659-25-017457 · tm257615-1_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: 29,692,286

F1 · 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).

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February 21, 2025 Filed Feb 25, 2025 21:55 UTC
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: 0001104659-25-016966 · tm257484-1_4seq1.xml · derivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 38,950

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.

F4 · 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.

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).

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:55 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
SaleCommon Stock 3,200 $42.22 $135,098.24
Disclosure

SEC source: 0001104659-25-016966 · tm257484-1_4seq1.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 43,478

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 $41.76 to $42.59, 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).

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February 21, 2025 Filed Feb 25, 2025 21:55 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
SaleCommon Stock 200 $41.14 $8,228.00
Disclosure

SEC source: 0001104659-25-016966 · tm257484-1_4seq1.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,678

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 $40.76 to $41.52, 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).

Read SEC document
February 21, 2025 Filed Feb 25, 2025 21:55 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
Exercise / conversionCommon Stock 3,400 $18.19 $61,846.00
Disclosure

SEC source: 0001104659-25-016966 · tm257484-1_4seq1.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 46,878

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 20, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:50 UTC OtherOrdinary Shares, $0.01 par value 23,936,936 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-136777 · 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

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: 27,980,417

F2 · kind: On December 12, 2024, Derby SPV Investor received 23,936,936 shares of Common Stock (the "Shares") in a transaction that is exempt from Section 16 pursuant to Rule 16a-13, wherein Derby Investor distributed the Shares to Fund XI, and then Fund XI immediately contributed the Shares to Derby SPV Investor. Following the transaction, Derby Investor directly owns 4,043,481 shares and Derby SPV Investor directly owns 23,936,936 shares.

F2 · price: On December 12, 2024, Derby SPV Investor received 23,936,936 shares of Common Stock (the "Shares") in a transaction that is exempt from Section 16 pursuant to Rule 16a-13, wherein Derby Investor distributed the Shares to Fund XI, and then Fund XI immediately contributed the Shares to Derby SPV Investor. Following the transaction, Derby Investor directly owns 4,043,481 shares and Derby SPV Investor directly owns 23,936,936 shares.

F1 · ownership.nature: Bain Capital Fund XI, LP ("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"). Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, LP ("Partners XI" and, together with BCI, Derby GP, Derby Investor, Derby SPV GP, Derby SPV Investor and Fund XI, the "Bain Capital Entities"), which is the general partner of Fund XI. As a result, each of the Bain Capital Entities may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by Derby Investor and Derby SPV Investor. Each of the Bain Capital Entities disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest therein.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 22:50 UTC OtherOrdinary Shares, $0.01 par value 23,936,936 Not disclosed Not disclosed
Disclosure

SEC source: 0000950170-24-136777 · 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

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: 4,043,481

F2 · kind: On December 12, 2024, Derby SPV Investor received 23,936,936 shares of Common Stock (the "Shares") in a transaction that is exempt from Section 16 pursuant to Rule 16a-13, wherein Derby Investor distributed the Shares to Fund XI, and then Fund XI immediately contributed the Shares to Derby SPV Investor. Following the transaction, Derby Investor directly owns 4,043,481 shares and Derby SPV Investor directly owns 23,936,936 shares.

F2 · price: On December 12, 2024, Derby SPV Investor received 23,936,936 shares of Common Stock (the "Shares") in a transaction that is exempt from Section 16 pursuant to Rule 16a-13, wherein Derby Investor distributed the Shares to Fund XI, and then Fund XI immediately contributed the Shares to Derby SPV Investor. Following the transaction, Derby Investor directly owns 4,043,481 shares and Derby SPV Investor directly owns 23,936,936 shares.

F1 · ownership.nature: Bain Capital Fund XI, LP ("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"). Bain Capital Investors, LLC ("BCI") is the manager of Bain Capital Partners XI, LP ("Partners XI" and, together with BCI, Derby GP, Derby Investor, Derby SPV GP, Derby SPV Investor and Fund XI, the "Bain Capital Entities"), which is the general partner of Fund XI. As a result, each of the Bain Capital Entities may be deemed to share voting and dispositive power with respect to the shares of Common Stock held by Derby Investor and Derby SPV Investor. Each of the Bain Capital Entities disclaims beneficial ownership of such securities, except to the extent of its pecuniary interest therein.

Read SEC document
December 12, 2024 Filed Dec 16, 2024 21:46 UTC
Oreskovich Steven MChief Financial Officer
Exercise / conversionStock Options (right to buy) · Derivative 16,666 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-24-128952 · tm2431100-1_4seq1.xml · derivative · entry 4

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 134,537

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.

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 September 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Read SEC document
December 12, 2024 Filed Dec 16, 2024 21:46 UTC
Oreskovich Steven MChief Financial Officer
SaleCommon Stock 47 $34.21 $1,607.87
Disclosure

SEC source: 0001104659-24-128952 · tm2431100-1_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

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
December 12, 2024 Filed Dec 16, 2024 21:46 UTC
Oreskovich Steven MChief Financial Officer
SaleCommon Stock 16,619 $33.89 $563,249.49
Disclosure

SEC source: 0001104659-24-128952 · tm2431100-1_4seq1.xml · nonDerivative · entry 2

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 173,689

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 $33.20 to $34.19, 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
December 12, 2024 Filed Dec 16, 2024 21:46 UTC
Oreskovich Steven MChief Financial Officer
Exercise / conversionCommon Stock 16,666 $4.14 $68,997.24
Disclosure

SEC source: 0001104659-24-128952 · tm2431100-1_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
July 18, 2024 Filed Jul 23, 2024 00:19 UTC
Bridge T. CraigChief Transformation Officer
Exercise / conversionStock Options (right to buy) · Derivative 160,218 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-24-081603 · tm2419967-1_4seq1.xml · derivative · entry 4

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 160,218 shares

Expires 2026-07-01

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.

F1 · derivative.exercise_date: These options were vested at the time of the Issuer's initial public offering.

Read SEC document
July 18, 2024 Filed Jul 23, 2024 00:19 UTC
Bridge T. CraigChief Transformation Officer
Exercise / conversionStock Options (right to buy) · Derivative 207,267 $0.00 Strike: $4.14 $0.00
Disclosure

SEC source: 0001104659-24-081603 · tm2419967-1_4seq1.xml · derivative · entry 3

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 207,267 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.

F1 · derivative.exercise_date: These options were vested at the time of the Issuer's initial public offering.

Read SEC document
July 18, 2024 Filed Jul 23, 2024 00:19 UTC
Bridge T. CraigChief Transformation Officer
Exercise / conversionCommon Stock 160,218 $4.14 $663,302.52
Disclosure

SEC source: 0001104659-24-081603 · tm2419967-1_4seq1.xml · nonDerivative · entry 2

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 571,489

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
July 18, 2024 Filed Jul 23, 2024 00:19 UTC
Bridge T. CraigChief Transformation Officer
Exercise / conversionCommon Stock 207,267 $4.14 $858,085.38
Disclosure

SEC source: 0001104659-24-081603 · tm2419967-1_4seq1.xml · nonDerivative · entry 1

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 411,271

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
June 10, 2024 Filed Jun 12, 2024 16:33 UTC
Wittman Kimberly S.Chief People Officer
GrantCommon Stock 43,478 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070876 · tm2416795-7_4seq1.xml · nonDerivative · entry 1

Wittman Kimberly S. · CIK 0002020858 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 43,478

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 10, 2024 Filed Jun 12, 2024 20:36 UTC
Bridge T. CraigChief Transformation Officer
GrantCommon Stock 152,173 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070882 · tm2416795-5_4seq1.xml · nonDerivative · entry 1

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 204,004

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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 10, 2024 Filed Jun 12, 2024 20:34 UTC GrantCommon Stock 8,695 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070878 · tm2416795-13_4seq1.xml · nonDerivative · entry 1

Riefberg Vivian E. · CIK 0001843139 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,695

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 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, $0.01 par value per share upon settlement.

F2 · balance_after: Includes unvested RSUs.

Read SEC document
June 10, 2024 Filed Jun 12, 2024 20:33 UTC GrantCommon Stock 8,695 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070877 · tm2416795-12_4seq1.xml · nonDerivative · entry 1

Hung Priscilla · CIK 0001557593 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,695

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 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, $0.01 par value per share (the "Common Stock") upon settlement.

F2 · balance_after: Includes unvested RSUs.

Read SEC document
June 10, 2024 Filed Jun 12, 2024 20:33 UTC GrantCommon Stock 8,695 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070875 · tm2416795-11_4seq1.xml · nonDerivative · entry 1

DeMichiei Robert · CIK 0001928634 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,762

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 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 10, 2024 Filed Jun 12, 2024 20:32 UTC GrantCommon Stock 86,956 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · nonDerivative · entry 1

Heiman Matthew R. A. · CIK 0001998259 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,956

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 10, 2024 Filed Jun 12, 2024 20:32 UTC
MILLER HEIDIDirector
GrantCommon Stock 8,695 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070873 · tm2416795-10_4seq1.xml · nonDerivative · entry 1

MILLER HEIDI · CIK 0001199930 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,480

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 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 10, 2024 Filed Jun 12, 2024 20:32 UTC
Oreskovich Steven MChief Financial Officer
GrantCommon Stock 152,173 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070872 · tm2416795-4_4seq1.xml · nonDerivative · entry 1

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,642

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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 10, 2024 Filed Jun 12, 2024 20:32 UTC
DRISCOLL JOHN PATRICKDirector · Chairperson
PurchaseCommon Stock 6,000 $21.50 $129,000.00
Disclosure

SEC source: 0001104659-24-070871 · tm2416795-9_4seq1.xml · nonDerivative · entry 2

DRISCOLL JOHN PATRICK · CIK 0001257287 · Director · Chairperson

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,623

F2 · balance_after: Includes unvested RSUs.

Read SEC document
June 10, 2024 Filed Jun 12, 2024 20:32 UTC
DRISCOLL JOHN PATRICKDirector · Chairperson
GrantCommon Stock 8,695 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070871 · tm2416795-9_4seq1.xml · nonDerivative · entry 1

DRISCOLL JOHN PATRICK · CIK 0001257287 · Director · Chairperson

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 79,623

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest on the earlier of (i) June 6, 2025 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 10, 2024 Filed Jun 12, 2024 20:31 UTC
Schremser Christopher L.Chief Technology Officer
GrantCommon Stock 173,913 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070870 · tm2416795-3_4seq1.xml · nonDerivative · entry 1

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,913

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 10, 2024 Filed Jun 12, 2024 20:31 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
GrantCommon Stock 43,478 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070869 · tm2416795-8_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: 43,478

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 10, 2024 Filed Jun 12, 2024 20:30 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
GrantCommon Stock 173,913 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070868 · tm2416795-2_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: 173,913

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 10, 2024 Filed Jun 12, 2024 20:30 UTC
Hawkins Matthew J.Director · Chief Executive Officer
GrantCommon Stock 500,000 $0.00 $0.00
Disclosure

SEC source: 0001104659-24-070865 · tm2416795-1_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: 500,000

F1 · kind: Reflects a grant of restricted stock units ("RSUs") which vest in five substantially equal annual installments commencing on June 6, 2025. 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
June 06, 2024 Filed Jun 12, 2024 16:33 UTC
Wittman Kimberly S.Chief People Officer
GrantStock Options (right to buy) · Derivative 108,695 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070876 · tm2416795-7_4seq1.xml · derivative · entry 3

Wittman Kimberly S. · CIK 0002020858 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,695

Underlying: Common Stock · 108,695 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:36 UTC
Bridge T. CraigChief Transformation Officer
GrantStock Options (right to buy) · Derivative 380,434 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070882 · tm2416795-5_4seq1.xml · derivative · entry 3

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,434

Underlying: Common Stock · 380,434 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:32 UTC GrantStock Options (right to buy) · Derivative 217,391 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · derivative · entry 3

Heiman Matthew R. A. · CIK 0001998259 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 217,391

Underlying: Common Stock · 217,391 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:32 UTC
Oreskovich Steven MChief Financial Officer
GrantStock Options (right to buy) · Derivative 380,434 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070872 · tm2416795-4_4seq1.xml · derivative · entry 3

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 380,434

Underlying: Common stock · 380,434 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:31 UTC
Schremser Christopher L.Chief Technology Officer
GrantStock Options (right to buy) · Derivative 434,782 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070870 · tm2416795-3_4seq1.xml · derivative · entry 3

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 434,782

Underlying: Common Stock · 434,782 shares

Expires 2034-06-06

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:31 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
GrantStock Options (right to buy) · Derivative 108,695 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070869 · tm2416795-8_4seq1.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,695

Underlying: Common Stock · 108,695 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:30 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
GrantStock Options (right to buy) · Derivative 434,782 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070868 · tm2416795-2_4seq1.xml · derivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 434,782

Underlying: Common Stock · 434,782 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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June 06, 2024 Filed Jun 12, 2024 20:30 UTC
Hawkins Matthew J.Director · Chief Executive Officer
GrantStock Options (right to buy) · Derivative 1,250,000 $0.00 Strike: $21.50 $0.00
Disclosure

SEC source: 0001104659-24-070865 · tm2416795-1_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: 1,250,000

Underlying: Common Stock · 1,250,000 shares

Expires 2034-06-06

F4 · kind: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

F4 · derivative.exercise_date: On June 6, 2024 reporting person was granted options to purchase shares of Common Stock which vest in five substantially equal annual installments commencing on June 6, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:36 UTC
Bridge T. CraigChief Transformation Officer
GrantStock Options (right to buy) · Derivative 48,400 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070882 · tm2416795-5_4seq1.xml · derivative · entry 2

Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,400

Underlying: Common Stock · 48,400 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:32 UTC GrantStock Options (right to buy) · Derivative 30,250 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070874 · tm2416795-6_4seq1.xml · derivative · entry 2

Heiman Matthew R. A. · CIK 0001998259 · See Remarks

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,250

Underlying: Common Stock · 30,250 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:32 UTC
Oreskovich Steven MChief Financial Officer
GrantStock Options (right to buy) · Derivative 38,115 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070872 · tm2416795-4_4seq1.xml · derivative · entry 2

Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,115

Underlying: Common Stock · 38,115 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:31 UTC
Schremser Christopher L.Chief Technology Officer
GrantStock Options (right to buy) · Derivative 72,600 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070870 · tm2416795-3_4seq1.xml · derivative · entry 2

Schremser Christopher L. · CIK 0001998333 · Chief Technology Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,600

Underlying: Common Stock · 72,600 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:31 UTC
Miller Melissa F. (Missy)Chief Marketing Officer
GrantStock Options (right to buy) · Derivative 30,250 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070869 · tm2416795-8_4seq1.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,250

Underlying: Common Stock · 30,250 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:30 UTC
Sinclair III Eric L. (Ric)Chief Business Officer
GrantStock Options (right to buy) · Derivative 72,600 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070868 · tm2416795-2_4seq1.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 72,600

Underlying: Common Stock · 72,600 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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May 01, 2024 Filed Jun 12, 2024 20:30 UTC
Hawkins Matthew J.Director · Chief Executive Officer
GrantStock Options (right to buy) · Derivative 145,200 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070865 · tm2416795-1_4seq1.xml · derivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 145,200

Underlying: Common Stock · 145,200 shares

Expires 2034-05-01

F3 · kind: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On May 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on May 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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March 18, 2024 Filed Jun 12, 2024 16:33 UTC
Wittman Kimberly S.Chief People Officer
GrantStock Options (right to buy) · Derivative 54,450 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070876 · tm2416795-7_4seq1.xml · derivative · entry 2

Wittman Kimberly S. · CIK 0002020858 · Chief People Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,450

Underlying: Common Stock · 54,450 shares

Expires 2034-03-18

F3 · kind: On March 18, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on March 18, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On March 18, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three substantially equal annual installments commencing on March 18, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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February 01, 2024 Filed Jun 12, 2024 20:33 UTC GrantStock Options (right to buy) · Derivative 24,200 $0.00 Strike: $37.20 $0.00
Disclosure

SEC source: 0001104659-24-070877 · tm2416795-12_4seq1.xml · derivative · entry 2

Hung Priscilla · CIK 0001557593 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,200

Underlying: Common Stock · 24,200 shares

Expires 2034-02-01

F3 · kind: On February 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three equal annual installments commencing on February 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

F3 · derivative.exercise_date: On February 1, 2024 reporting person was granted options to purchase shares of Common Stock which vest in three equal annual installments commencing on February 1, 2025. Such securities were originally included on the Form 3 filed by the reporting person on June 7, 2024. Reflects the 0.605-for-1 reverse stock split which became effective on May 15, 2024.

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