{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-07-11T18:13:45.532079+00:00","company":{"ticker":"WAY","cik":1990354,"company_name":"Waystar Holding Corp."},"pagination":{"limit":100,"returned":9,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","counterparties":{"lender":[{"display_name":"JPMorgan Chase Bank, N.A.","detail":"term_loan","count":3,"first_seen":"2025-08-12T23:59:59+00:00","last_seen":"2025-10-01T23:59:59+00:00","evidence_fact_ids":[40327,40328,42955]}]},"facts":[{"fact_type":"shareholder_vote","fact_key":"24f1dac8fa798fe3628c74a02d026bfb9f8a8b12","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2026-06-03T22:07:42+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-06-01","outcome":"passed","proposal_text":"Advisory vote on frequency of future say-on-pay votes","proposal_type":"say_on_pay_frequency","results":[{"broker_non_votes":"3,488,788","subject":"One Year","votes_abstain":null,"votes_against":null,"votes_for":"176,047,038","votes_withheld":null},{"broker_non_votes":"3,488,788","subject":"Two Years","votes_abstain":null,"votes_against":null,"votes_for":"4,742","votes_withheld":null},{"broker_non_votes":"3,488,788","subject":"Three Years","votes_abstain":null,"votes_against":null,"votes_for":"1,285,275","votes_withheld":null},{"broker_non_votes":"3,488,788","subject":"Abstain","votes_abstain":null,"votes_against":null,"votes_for":"82,193","votes_withheld":null}]},"claim":"Waystar Holding Corp. shareholders approved Advisory vote on frequency of future say-on-pay votes at the 2026-06-01 meeting.","evidence_excerpt":"3. A frequency of \"one year\" was selected, on a non-binding advisory basis, as the recommended frequency of future advisory votes to approve the compensation of the Company’s named executive officers as set forth below. One Year Two Years Three Years Abstain Broker Non-Votes 176,047,038 4,742 1,285,275 82,193 3,488,788","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001990354-26-000028","anchor_url":"https://secwatch.observer/filing/0001990354-26-000028#claim-24f1dac8fa798fe3628c74a02d026bfb9f8a8b12","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000028/0001990354-26-000028-index.htm"},{"fact_type":"shareholder_vote","fact_key":"8ee616779fe530bbc52e810ed435a5e0e98875d5","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2026-06-03T22:07:42+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-06-01","outcome":"passed","proposal_text":"Ratification of KPMG LLP as independent auditor for fiscal year 2026","proposal_type":"auditor_ratification","results":[{"broker_non_votes":null,"subject":null,"votes_abstain":"15,975","votes_against":"7,071","votes_for":"180,884,990","votes_withheld":null}]},"claim":"Waystar Holding Corp. shareholders approved Ratification of KPMG LLP as independent auditor for fiscal year 2026 at the 2026-06-01 meeting.","evidence_excerpt":"2. The ratification of the appointment of KPMG LLP as the Company’s independent registered public accounting firm for the fiscal year ending December 31, 2026 was approved as set forth below. For Against Abstain Broker Non-Votes 180,884,990 7,071 15,975 N/A","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001990354-26-000028","anchor_url":"https://secwatch.observer/filing/0001990354-26-000028#claim-8ee616779fe530bbc52e810ed435a5e0e98875d5","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000028/0001990354-26-000028-index.htm"},{"fact_type":"shareholder_vote","fact_key":"48cc4d21a64b05d99c9e4a9451a0fcdc47e771d2","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2026-06-03T22:07:42+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2026-06-01","outcome":"passed","proposal_text":"Election of four Class II directors","proposal_type":"director_election","results":[{"broker_non_votes":"3,488,788","subject":"Robert A. Demichiei","votes_abstain":null,"votes_against":null,"votes_for":"175,709,113","votes_withheld":"1,710,135"},{"broker_non_votes":"3,488,788","subject":"John Driscoll","votes_abstain":null,"votes_against":null,"votes_for":"153,505,736","votes_withheld":"23,913,512"},{"broker_non_votes":"3,488,788","subject":"Paul G. Moskowitz","votes_abstain":null,"votes_against":null,"votes_for":"172,273,095","votes_withheld":"5,146,153"},{"broker_non_votes":"3,488,788","subject":"Lauren Young","votes_abstain":null,"votes_against":null,"votes_for":"176,923,242","votes_withheld":"496,006"}]},"claim":"Waystar Holding Corp. shareholders approved Election of four Class II directors at the 2026-06-01 meeting.","evidence_excerpt":"1. Each of the following four directors were re-elected to the Company's Board of Directors as Class II directors, to serve until the Company's annual meeting of stockholders in 2029 and until their respective successors are elected and qualified. Each director received the number of votes set forth below. Name For Withheld Broker Non-Votes Robert A. Demichiei 175,709,113 1,710,135 3,488,788 John Driscoll 153,505,736 23,913,512 3,488,788 Paul G. Moskowitz 172,273,095 5,146,153 3,488,788 Lauren Young 176,923,242 496,006 3,488,788","confidence":1.0,"filing_url":"https://secwatch.observer/filing/0001990354-26-000028","anchor_url":"https://secwatch.observer/filing/0001990354-26-000028#claim-48cc4d21a64b05d99c9e4a9451a0fcdc47e771d2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000028/0001990354-26-000028-index.htm"},{"fact_type":"earnings_release","fact_key":"c227491dbac08f2350d9357f35d1dc8e30f80c70","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2026-04-29T23:59:59+00:00","payload":{"eps_text":null,"guidance_signal":"reaffirmed","item_codes_triggered":["2.02"],"net_income_text":"$43.3 million","period_text":"the first quarter ended March 31, 2026","report_date":"2026-04-29","result_type":"reported_results","revenue_text":"$313.9 million"},"claim":"Waystar Holding Corp. reported the first quarter ended March 31, 2026 results: revenue $313.9 million, net income $43.3 million. Guidance reaffirmed.","evidence_excerpt":"come in ahead of our internal expectations, reinforcing our confidence as providers increasingly standardize on Waystar.\" First Quarter 2026 Financial Highlights • Revenue of $313.9 million, up 22% year-over-year • Net income of $43.3 million, GAAP net income per diluted share of $0.22, and net income margin of 14% • Non-GAAP net income of $81.2 million and non-GAAP","confidence":0.7,"filing_url":"https://secwatch.observer/filing/0001990354-26-000024","anchor_url":"https://secwatch.observer/filing/0001990354-26-000024#claim-c227491dbac08f2350d9357f35d1dc8e30f80c70","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035426000024/0001990354-26-000024-index.htm"},{"fact_type":"debt_financing","fact_key":"44f393f2155be1a48a39e0f947523a3caba7941f","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2025-10-01T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A.","effective_date":"2025-10-01","event":"amendment","instrument_type":"revolving_credit","interest_rate_text":"Adjusted Term SOFR (as defined in the Credit Agreement), plus an initial applica","item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"from $400.0 million to $500.0 million"},"claim":"Waystar Holding Corp. amended revolving credit of from $400.0 million to $500.0 million with JPMorgan Chase Bank, N.A. at Adjusted Term SOFR (as defined in the Credit Agreement), plus an initial applica.","evidence_excerpt":"the maximum borrowing capacity under the revolving credit facility under the Credit Agreement (the \"Revolving Credit Facility\"), was increased from $400.0 million to $500.0 million","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-095372","anchor_url":"https://secwatch.observer/filing/0001104659-25-095372#claim-44f393f2155be1a48a39e0f947523a3caba7941f","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000110465925095372/0001104659-25-095372-index.htm"},{"fact_type":"debt_financing","fact_key":"d4d444b4d8f0fe79634667292469c9e966ba6be2","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2025-10-01T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A.","effective_date":"2025-10-01","event":"incurrence","instrument_type":"term_loan","interest_rate_text":null,"item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$250.0 million"},"claim":"Waystar Holding Corp. incurred term loan of $250.0 million with JPMorgan Chase Bank, N.A..","evidence_excerpt":"the Borrower incurred incremental term loans in an aggregate principal amount of $250.0 million (the \"Incremental Term Loans\")","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001104659-25-095372","anchor_url":"https://secwatch.observer/filing/0001104659-25-095372#claim-d4d444b4d8f0fe79634667292469c9e966ba6be2","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000110465925095372/0001104659-25-095372-index.htm"},{"fact_type":"debt_financing","fact_key":"ceda373ba5ab64f960d7aa52dcff5dc9ee9ce657","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2025-08-12T23:59:59+00:00","payload":{"counterparty":"JPMorgan Chase Bank, N.A.","effective_date":"2025-08-12","event":"amendment","instrument_type":"credit_facility","interest_rate_text":"Adjusted Term SOFR (as defined in the Credit Agreement) subject to a floor of 0.","item_codes_triggered":["2.03"],"maturity_text":null,"principal_text":"$1,157,711,636 aggregate outstanding principal amount"},"claim":"Waystar Holding Corp. amended credit facility of $1,157,711,636 aggregate outstanding principal amount with JPMorgan Chase Bank, N.A. at Adjusted Term SOFR (as defined in the Credit Agreement) subject to a floor of 0..","evidence_excerpt":"the Borrower’s $1,157,711,636 aggregate outstanding principal amount of term loans under the Existing Credit Agreement (the “Existing Term Loans”) were fully refinanced with replacement term loans (“Replacement Term Loans”) bearing reduced interest at a rate per annum equal to, at the election of the Borrower, either (i) Adjusted Term SOFR (as defined in the Credit Agreement) subject to a floor of 0.00%, plus an applicable rate of 2.00% (compared to the previous applicable rate of 2.25%)","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001990354-25-000015","anchor_url":"https://secwatch.observer/filing/0001990354-25-000015#claim-ceda373ba5ab64f960d7aa52dcff5dc9ee9ce657","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000199035425000015/0001990354-25-000015-index.htm"},{"fact_type":"governance_change","fact_key":"78c0cd7dc4c0b6138abc8e85d6b975cff3d8087b","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2025-06-05T23:59:59+00:00","payload":{"change_type":"charter_amendment","effective_date":"2025-06-04","item_codes_triggered":["5.03"],"summary_text":"Stockholders approved an amendment to the Company's Amended and Restated Certificate of Incorporation at the 2025 annual meeting."},"claim":"Waystar Holding Corp.: Stockholders approved an amendment to the Company's Amended and Restated Certificate of Incorporation at the 2025 annual meeting (effective 2025-06-04).","evidence_excerpt":"On June 4, 2025, the stockholders of the Company approved an amendment (the \"Certificate of Amendment\") to the Company’s Amended and Restated Certificate of Incorporation at the Company’s 2025 annual meeting of stockholders (the \"Annual Meeting\"), as further described under","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-25-056893","anchor_url":"https://secwatch.observer/filing/0001104659-25-056893#claim-78c0cd7dc4c0b6138abc8e85d6b975cff3d8087b","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000110465925056893/0001104659-25-056893-index.htm"},{"fact_type":"executive_change","fact_key":"d33dec84ca","cik":1990354,"ticker":"WAY","company_name":"Waystar Holding Corp.","filed_at":"2025-06-05T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-06-04","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Aashima Gupta was appointed as Director at Waystar Holding Corp..","evidence_excerpt":"the board expanded the size of the Board from ten directors to twelve directors and appointed Aashima Gupta to serve as a Class III director","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001104659-25-056893","anchor_url":"https://secwatch.observer/filing/0001104659-25-056893#claim-d33dec84ca","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1990354/000110465925056893/0001104659-25-056893-index.htm"}]}