Welcome to our dedicated page for Waystar Holding SEC filings (Ticker: WAY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Healthcare payment platforms like Waystar generate disclosures packed with reimbursement rules, payer-mix tables, and subscription revenue details—information investors need yet struggle to find quickly. If you have ever searched for Waystar insider trading Form 4 transactions or wondered how to decode the company’s deferred revenue footnotes, you know the challenge.
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- Receive alerts when a Waystar 8-K material events explained post details new payer contracts or leadership changes.
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Waystar Holding Corp. (WAY) signed a $1.25 billion agreement to acquire Iodine Software on 23-Jul-2025.
The definitive Agreement and Plan of Merger calls for roughly $625 million in cash plus 16,751,54 newly issued common shares (par $0.01) to Iodine equity-holders. The transaction will be executed through Reverse and Forward Merger Subs, with Forward Merger Sub surviving.
Boards of both companies and Iodine’s sole equity-holder have unanimously approved the deal. Closing is subject to customary conditions, including HSR clearance, accuracy of representations, covenant compliance and no material adverse effect at Iodine. Either party may terminate if the merger is not completed by 23-Nov-2025.
Related agreements include: (i) a Stockholder & Lock-up Agreement restricting share transfers for 6-18 months post-close and granting Advent International one board seat while it owns �5% of shares; (ii) an amendment increasing Waystar’s board size from 12 to 13 to accommodate the Advent nominee; and (iii) a Joinder to the Registration Rights Agreement giving Advent two short-form demand registrations and piggyback rights 18 months after close.
A press release with preliminary Q2-FY25 results was furnished as Exhibit 99.1 under Items 2.02 and 7.01.
Nelnet, Inc. (NNI) � Form 4 filed 07/21/2025
Director and >10% owner Angela L. Muhleisen reported a Code G gift of 41,250 Class A shares on 07/17/2025 at $0.00 per share. Her direct holdings fall to 972,199 shares (down c. 4%).
She continues to report ~2.23 million additional shares held indirectly through her late spouse’s estate (1.23 m) and multiple dynasty trusts/GRATs, bringing total reported beneficial ownership to roughly 3.2 million shares. The filing states that 857,353 shares held by her adult son and 869,025 shares held by her adult daughter are no longer included in her reportable holdings.
No open-market sales, purchases, or derivative transactions were disclosed; the activity appears related to estate or family wealth planning and is unlikely to affect Nelnet’s capital structure or liquidity.
Waystar Holding Corp. � Form 144 filing (07/21/2025)
An affiliate insider (Craig Bridge) intends to sell up to 85,000 common shares of Waystar Holding Corp. through Morgan Stanley Smith Barney. The planned sale represents roughly 0.05 % of the 173.0 million shares outstanding and has an estimated aggregate market value of $3.12 million based on recent prices. The shares derive from options exercised on 07/19/2024 and will be sold on or after 07/21/2025, potentially under a Rule 10b5-1 trading plan.
The filing also discloses prior 10b5-1 sales by the same insider: 15,946 shares sold on 06/11/2025 generating $649,178 in gross proceeds. No adverse information is asserted by the filer, and the transaction appears routine for liquidity diversification.
Vital Energy, Inc. (VTLE) � Form 144 filing
The notice discloses a proposed sale of 16,994 common shares with an aggregate market value of $308,199.27. The transaction is expected to be executed on 14 July 2025 through Fidelity Brokerage Services LLC on the NYSE. The shares represent roughly 0.04 % of the company’s 38.77 million shares outstanding, indicating a modest size relative to total float.
The shares derive from a long-running series of restricted-stock vesting events between November 2020 and May 2025, all received as compensation from the issuer. The filer reports no sales in the past three months and affirms no knowledge of undisclosed material adverse information.
Accenture plc (ACN) � Form 144 filing: The notice discloses that Julie Sweet intends to sell 2,251 Class A ordinary shares through UBS Financial Services on or about 11 July 2025. The aggregate market value of the planned sale is $646,509.71. During the last three months, Sweet sold 13,574 shares in three separate transactions, generating $4.997 million in gross proceeds. The proposed sale represents less than 0.001% of Accenture’s 680.3 million shares outstanding. The shares being sold were acquired via stock-award grants on 5 December 2023 (2,136 shares) and 5 January 2024 (115 shares). No other financial metrics or company-wide developments are provided in this filing.
Waystar Holding (WAY) filed a routine Form 4 for Chief Business Officer Eric L. Sinclair III. On 06/25/2025 he exercised 9,702 options at $4.14 (Code M) and immediately sold 9,702 shares at a weighted-average $40.2243 under a 10b5-1 plan adopted 02/19/2025.
The sale is valued at roughly $391 k, represents ~2 % of his 500,572-share position, and leaves him with 490,870 shares (including unvested RSUs). No other material changes were disclosed.
Eric L. Sinclair III (Ric), Chief Business Officer of Waystar Holding Corp (WAY), executed planned transactions under Rule 10b5-1(c) on June 20, 2025:
- Exercised 9,702 stock options at $4.14 per share
- Immediately sold 9,702 shares at weighted average price of $37.7877 (range: $37.65-$38.09)
- Post-transaction holdings: 490,870 shares (direct ownership, including unvested RSUs) and 126,118 stock options
These transactions were executed automatically according to a trading plan established on February 19, 2025. The significant spread between exercise price ($4.14) and sale price ($37.7877) resulted in substantial gains. The executive maintains a considerable equity position in the company following the transaction.
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