Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waystar Holding Corp.WAY · Entity 1420 | Chief Financial Officer | June 09, 2026 | June 09, 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 June 09, 2026 · Filed June 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 424,200 |
Reported balance
After 2026-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-09 · Tax withholding · Disposed 12,583 · Balance 424,200 F1: 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: 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 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: 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 |
|---|---|---|---|---|---|---|
| June 09, 2026 Filed Jun 9, 2026 20:59 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 12,583 | $19.23 | $241,971.09 |
DisclosureSEC source: 0001368470-26-000004 · wk-form4_1781038780.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 424,200 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 22:37 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 82,271 | $0.00 | $0.00 |
DisclosureSEC source: 0001368470-26-000002 · wk-form4_1773268666.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 436,783 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 10, 2025 Filed Sep 11, 2025 15:42 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionStock Options (right to buy) · Derivative | 16,666 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001368470-25-000007 · wk-form4_1757605343.xml · derivative · entry 4 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 101,205 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. F5 · derivative.exercise_date: These options are currently vested. Read SEC document |
| September 10, 2025 Filed Sep 11, 2025 15:42 UTC | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 16,666 | $40.49 | $674,848.01 |
DisclosureSEC source: 0001368470-25-000007 · wk-form4_1757605343.xml · nonDerivative · entry 3 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 354,512 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 $40.09 to $40.90, 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: Includes unvested RSUs. F3 · 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 |
| September 10, 2025 Filed Sep 11, 2025 15:42 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionCommon Stock | 16,666 | $4.14 | $68,997.24 |
DisclosureSEC source: 0001368470-25-000007 · wk-form4_1757605343.xml · nonDerivative · entry 2 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 371,178 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. F2 · balance_after: Includes unvested RSUs. F3 · 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 |
| June 11, 2025 Filed Jun 12, 2025 20:17 UTC | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 16,396 | $40.71 | $667,489.36 |
DisclosureSEC source: 0001104659-25-058884 · tm2517879-3_4seq1.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 368,550 F2 · price: The price reported in Column 4 is a weighted average price. These shares of common stock, par value $0.01 per share ("Common Stock") of Waystar Holding Corp. (the "Issuer") were sold in multiple transactions ranging from $40.48 to $40.99, inclusive. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price in the range set forth in this footnote. F1 · balance_after: These transactions occurred automatically pursuant to a plan adopted by the Reporting Person on September 6, 2024 that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). F3 · balance_after: Includes unvested RSU's. Read SEC document |
| June 06, 2025 Filed Sep 11, 2025 15:42 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 14,038 | $40.55 | $569,240.90 |
DisclosureSEC source: 0001368470-25-000007 · wk-form4_1757605343.xml · nonDerivative · entry 1 Oreskovich Steven M · CIK 0001368470 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 354,512 F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 13:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | 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 |
| March 12, 2025 Filed Mar 14, 2025 20:30 UTC | Waystar Holding Corp. WAY · Entity 1420 | 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 | Waystar Holding Corp. WAY · Entity 1420 | 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 | Waystar Holding Corp. WAY · Entity 1420 | 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 | Waystar Holding Corp. WAY · Entity 1420 | 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 |
| December 12, 2024 Filed Dec 16, 2024 21:46 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionStock Options (right to buy) · Derivative | 16,666 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 47 | $34.21 | $1,607.87 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | SaleCommon Stock | 16,619 | $33.89 | $563,249.49 |
DisclosureSEC 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 | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionCommon Stock | 16,666 | $4.14 | $68,997.24 |
DisclosureSEC 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 |
| June 10, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 152,173 | $0.00 | $0.00 |
DisclosureSEC 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 06, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 380,434 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC source: 0001104659-24-070872 · 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. Read SEC document |
| May 01, 2024 Filed Jun 12, 2024 20:32 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 38,115 | $0.00 Strike: $37.20 | $0.00 |
DisclosureSEC 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. 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.