Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waystar Holding Corp.WAY · Entity 1420 | Chief Transformation Officer | September 01, 2026 | September 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Waystar Holding Corp.
Report date September 01, 2026 · Filed September 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 833,234 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 30,792 · Balance 833,234 F1: The transaction represents shares of common stock withheld to pay taxes upon vesting of restricted stock units (RSUs) granted to the Reporting Person on April 1, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on September 1, 2026 pursuant to a "sell-to-cover" transaction. The vesting schedule for this RSU grant, as originally reported on the Reporting Person's prior Form 4, was modified by the Talent & Compensation Committee. The original vesting schedule provided for 40% vesting on the third anniversary of the Vesting Commencement Date and 60% vesting on the fourth anniversary of the Vesting Commencement Date. The modified vesting schedule provides for 25% vesting on September 1, 2026, and 25% vesting on each of the second, third, and fourth anniversaries of the Vesting Commencement Date. F2: Includes unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction represents shares of common stock withheld to pay taxes upon vesting of restricted stock units (RSUs) granted to the Reporting Person on April 1, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on September 1, 2026 pursuant to a "sell-to-cover" transaction. The vesting schedule for this RSU grant, as originally reported on the Reporting Person's prior Form 4, was modified by the Talent & Compensation Committee. The original vesting schedule provided for 40% vesting on the third anniversary of the Vesting Commencement Date and 60% vesting on the fourth anniversary of the Vesting Commencement Date. The modified vesting schedule provides for 25% vesting on September 1, 2026, and 25% vesting on each of the second, third, and fourth anniversaries of the Vesting Commencement Date.
F2: Includes unvested RSUs.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 3, 2026 17:16 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 30,792 | $25.73 | $792,278.16 |
DisclosureSEC source: 0001998332-26-000008 · wk-form4_1788455785.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 833,234 F1 · shares: The transaction represents shares of common stock withheld to pay taxes upon vesting of restricted stock units (RSUs) granted to the Reporting Person on April 1, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on September 1, 2026 pursuant to a "sell-to-cover" transaction. The vesting schedule for this RSU grant, as originally reported on the Reporting Person's prior Form 4, was modified by the Talent & Compensation Committee. The original vesting schedule provided for 40% vesting on the third anniversary of the Vesting Commencement Date and 60% vesting on the fourth anniversary of the Vesting Commencement Date. The modified vesting schedule provides for 25% vesting on September 1, 2026, and 25% vesting on each of the second, third, and fourth anniversaries of the Vesting Commencement Date. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| August 01, 2026 Filed Aug 3, 2026 19:42 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 205,470 | $0.00 | $0.00 |
DisclosureSEC source: 0001998332-26-000006 · wk-form4_1785786142.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 864,026 F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vest over 2 years, with 12.5% vesting each quarter during year 1 and 50% vesting in year 2. 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 09, 2026 Filed Jun 9, 2026 20:59 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 12,212 | $19.23 | $234,836.76 |
DisclosureSEC source: 0001998332-26-000004 · wk-form4_1781038786.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 658,556 F1 · balance_after: The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined based on the actual sale price of shares sold on June 9, 2026 pursuant to a sell-to-cover transaction. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 22:40 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 87,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001998332-26-000002 · wk-form4_1773268831.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 670,768 F1 · shares: Reflects a grant of restricted stock units ("RSUs") which vests in four equal annual installments from the initial grant date through March 1, 2030. 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 |
| September 08, 2025 Filed Sep 10, 2025 17:50 UTC | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 85,000 | $40.06 | $3,405,253.00 |
DisclosureSEC source: 0001998332-25-000005 · wk-form4_1757526634.xml · nonDerivative · entry 2 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 583,355 F3 · 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 $40.00 to $40.22, 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: Includes unvested RSUs. F4 · 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 |
| July 21, 2025 Filed Jul 22, 2025 23:02 UTC | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 85,000 | $37.09 | $3,152,837.00 |
DisclosureSEC source: 0001998332-25-000001 · wk-form4_1753225336.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 682,843 F1 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $36.36 to $37.42, 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 27, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). F3 · balance_after: Includes unvested RSUs. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 20:17 UTC | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 15,946 | $40.71 | $649,177.61 |
DisclosureSEC source: 0001104659-25-058877 · tm2517879-1_4seq1.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 767,843 F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.47 to $40.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote. F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on November 27, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). F3 · balance_after: Includes unvested RSU's Read SEC document |
| June 06, 2025 Filed Sep 10, 2025 17:50 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 14,488 | $40.55 | $587,488.40 |
DisclosureSEC source: 0001998332-25-000005 · wk-form4_1757526634.xml · nonDerivative · entry 1 Bridge T. Craig · CIK 0001998332 · Chief Transformation Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 668,355 F1 · balance_after: Includes unvested RSUs. F2 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:39 UTC | Waystar Holding Corp. WAY · Entity 1420 | 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 |
| February 26, 2025 Filed Mar 1, 2025 02:45 UTC | Waystar Holding Corp. WAY · Entity 1420 | 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 | Waystar Holding Corp. WAY · Entity 1420 | 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 | Waystar Holding Corp. WAY · Entity 1420 | 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 |
| July 18, 2024 Filed Jul 23, 2024 00:19 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionStock Options (right to buy) · Derivative | 160,218 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionStock Options (right to buy) · Derivative | 207,267 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionCommon Stock | 160,218 | $4.14 | $663,302.52 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionCommon Stock | 207,267 | $4.14 | $858,085.38 |
DisclosureSEC 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 20:36 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 152,173 | $0.00 | $0.00 |
DisclosureSEC 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 06, 2024 Filed Jun 12, 2024 20:36 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 380,434 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC 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. Read SEC document |
| May 01, 2024 Filed Jun 12, 2024 20:36 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 48,400 | $0.00 Strike: $37.20 | $0.00 |
DisclosureSEC 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. 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.