Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Waystar Holding Corp.WAY · Entity 1420 | Chief Product & AI Officer | October 05, 2026 | October 06, 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 October 05, 2026 · Filed October 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,571,252 |
Reported balance
After 2026-10-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-05 · Tax withholding · Disposed 9,560 · Balance 1,571,252 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 October 2, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on October 5, 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 restricted stock units (RSUs) granted to the Reporting Person on October 2, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on October 5, 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 |
|---|---|---|---|---|---|---|
| October 05, 2026 Filed Oct 6, 2026 22:50 UTC | Waystar Holding Corp. WAY · Entity 1420 | Tax withholdingCommon Stock | 9,560 | $26.07 | $249,229.20 |
DisclosureSEC source: 0002091511-26-000004 · wk-form4_1791327022.xml · nonDerivative · entry 1 Chan William · CIK 0002091511 · Chief Product & AI Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,571,252 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 October 2, 2025. The number of shares withheld was determined based on the actual sale price of shares sold on October 5, 2026 pursuant to a "sell-to-cover" transaction. F2 · balance_after: Includes unvested RSUs. Read SEC document |
| March 09, 2026 Filed Mar 11, 2026 18:41 UTC | Waystar Holding Corp. WAY · Entity 1420 | GrantCommon Stock | 82,271 | $0.00 | $0.00 |
DisclosureSEC source: 0002091511-26-000002 · wk-form4_1773268873.xml · nonDerivative · entry 1 Chan William · CIK 0002091511 · Chief Product & AI Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,580,812 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: Reflects restricted stock units ("RSUs") that were issued to the reporting person on October 2, 2025 in connection with the acquisition of Iodine Software Holdings, Inc. by Waystar Holding Corp. These shares are subject to a lock-up agreement that restricts transfer for a period of six months following the closing of the acquisition. F3 · balance_after: Includes unvested RSUs. 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.