Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waystar Holding Corp.WAY · Entity 1420 | Chief People 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 | 270,233 |
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 2,731 · Balance 270,233 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 16:59 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 2,731 | $19.23 | $52,517.13 |
DisclosureSEC source: 0002020858-26-000004 · wk-form4_1781038791.xml · nonDerivative · entry 1 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 270,233 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 18:44 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 61,703 | $0.00 | $0.00 |
DisclosureSEC source: 0002020858-26-000002 · wk-form4_1773269053.xml · nonDerivative · entry 1 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 272,964 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 04, 2025 Filed Sep 8, 2025 18:57 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionStock Options (right to buy) · Derivative | 18,000 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC source: 0002020858-25-000004 · wk-form4_1757372260.xml · derivative · entry 3 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,695 Underlying: Common Stock · 18,000 shares Expires 2034-06-06 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: Options granted June 6, 2024, which vest in five equal annual installments commencing on June 6, 2025. Read SEC document |
| September 04, 2025 Filed Sep 8, 2025 18:57 UTC | Waystar Holding Corp. WAY · Entity 1420 | Exercise / conversionCommon Stock | 18,000 | $21.50 | $387,000.00 |
DisclosureSEC source: 0002020858-25-000004 · wk-form4_1757372260.xml · nonDerivative · entry 2 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 211,261 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. Read SEC document |
| June 06, 2025 Filed Sep 8, 2025 18:57 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 2,670 | $40.55 | $108,268.50 |
DisclosureSEC source: 0002020858-25-000004 · wk-form4_1757372260.xml · nonDerivative · entry 1 Wittman Kimberly S. · CIK 0002020858 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,261 F1 · balance_after: This transaction was not timely filed. The transaction represents shares of common stock withheld to pay taxes upon vesting of Non-Qualified Stock Options granted to the Reporting Person on June 6, 2024. The number of shares withheld was determined on June 6, 2025, based on the closing price of WAY common stock on that date. In addition, the total number of shares beneficially owned following the reported transaction reflects a correction to prior filings to account for an earlier misclassification of an option exercise. The ending balance reported herein is accurate and reflects the Reporting Person's current holdings. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 09:35 UTC | Waystar Holding Corp. WAY · Entity 1420 | 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 |
| June 10, 2024 Filed Jun 12, 2024 16:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 43,478 | $0.00 | $0.00 |
DisclosureSEC 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 06, 2024 Filed Jun 12, 2024 16:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 108,695 | $0.00 Strike: $21.50 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 18, 2024 Filed Jun 12, 2024 16:33 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantStock Options (right to buy) · Derivative | 54,450 | $0.00 Strike: $37.20 | $0.00 |
DisclosureSEC 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. 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.