Welcome to our dedicated page for Clarivate Plc SEC filings (Ticker: CLVT), 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.
Clarivate Plc filings document the financial reporting, governance and capital structure of a Jersey-incorporated public company that provides enriched data, analytics, workflow solutions and expert services across Academia & Government, Intellectual Property, and Life Sciences & Healthcare. Current reports furnish quarterly and annual earnings releases, supplemental revenue, earnings and guidance materials, and Regulation FD presentations.
The company's SEC records also cover proxy governance and executive compensation matters, including annual meeting disclosures and executive severance plan terms. Other filings describe financing arrangements involving subsidiaries, credit agreement amendments, senior secured note redemption and satisfaction and discharge, and related material-event disclosures under the Exchange Act.
Clarivate Plc has entered into a definitive agreement to sell its Life Sciences & Healthcare business to an affiliate of Altaris, LLC for an aggregate purchase price of $600,000,000. The deal is expected to close by the end of calendar year 2026, subject to regulatory approvals and other customary conditions and does not require shareholder approval.
The consideration includes $500,000,000 in cash at closing (subject to customary adjustments), $25,000,000 of deferred consideration payable no later than January 31, 2028, and a $75,000,000 unsecured senior note issued by a buyer affiliate. Buyer financing is supported by Altaris equity and debt commitments, with a $33,000,000 termination fee payable by Buyer in specified circumstances.
Clarivate will also enter a transition services agreement and related commercial arrangements to support post-closing operations. Separately, a retention agreement for Henry Levy, President, Life Sciences & Healthcare, provides accelerated vesting of certain equity upon closing and severance protections if he is terminated without cause within six months after closing.
Clarivate Plc agreed to sell its Life Sciences & Healthcare segment to Altaris for $600 million, sharpening its focus on its Academia & Government and Intellectual Property businesses. The deal includes $500 million in cash at closing, $25 million in deferred cash tied to a transition services agreement, and a $75 million seller note.
Clarivate plans to use the cash proceeds to retire notes due 2028 and 2029, lowering interest expense and improving leverage. Management expects the divestiture to increase recurring revenue mix, raise Adjusted EBITDA margin and reduce capital intensity, while free cash flow is maintained. The company reaffirmed its full-year 2026 outlook, including LS&H as discontinued operations from the third quarter, guiding to revenues including discontinued operations of $2.30–$2.42 billion, Adjusted EBITDA of $980 million–$1.04 billion, Adjusted EBITDA margin of about 42–43.5%, Adjusted diluted EPS of $0.70–$0.80, and free cash flow of $365–$435 million. Clarivate also expects a non‑cash goodwill impairment of approximately $225–$250 million related to LS&H.
CLARIVATE PLC director Jane L Okun Bomba received a quarterly equity award and had shares withheld for taxes. She was granted 13,310 Ordinary Shares at a reference price of $2.16, in lieu of a $28,750 cash retainer for Board service under the Clarivate Plc Amended and Restated 2019 Incentive Award Plan.
On the same date, 386 shares were withheld to cover tax obligations, classified as a tax-withholding disposition and not an open-market sale. Following these transactions, she directly holds 312,987 Ordinary Shares and indirectly holds 49,750 Ordinary Shares through the Jane Okun Bomba Trust U/A DTD 12/20/2018.
Clarivate director Kenneth L. Cornick reported compensation-related share activity and updated holdings. He received a quarterly award of 13,310 Ordinary Shares, elected in lieu of a $28,750 cash retainer for his Board service, calculated at a share price of $2.16. On the same date, 2,662 shares were withheld to cover tax obligations, a non-market disposition. After these entries, he holds 115,348 Ordinary Shares directly. Separately, 1,100,000 Ordinary Shares are held indirectly through Cornick Family Investor, LLC, which is controlled by Mr. Cornick and his spouse.
Clarivate PLC director Andrew Miles Snyder reported routine equity compensation and related tax withholding, along with updated indirect holdings in the company’s ordinary shares. He received a quarterly award of 23,726 shares, elected in lieu of a $51,250 cash retainer for Board service, based on a $2.16 closing share price on June 30, 2026.
The filing also shows 1,513 shares withheld to satisfy tax obligations tied to this award, leaving 294,429 ordinary shares held directly. In addition, large indirect positions are reported through the Snyder 2011 Family Trust and several Cambridge Information Group entities, where Snyder disclaims beneficial ownership beyond his pecuniary interest.
Webster Simon reported acquisition or exercise transactions in this Form 4 filing.
Clarivate plc President, IP Simon Webster received an equity grant of 396,825 Ordinary Shares as compensation. The shares were awarded at no cash cost per share. After this grant, he directly owns a total of 4,626,325 Ordinary Shares, indicating this is an incremental increase in his existing stake rather than a sale or reduction.
CLARIVATE PLC President, IP Simon Webster filed an initial Form 3 reporting his existing ownership in the company. He reports holding 4,229,500 Ordinary Shares of Clarivate, held directly as of June 10, 2026. This filing records ownership only and does not show any recent share purchases or sales.
Clarivate Plc announced a leadership transition in its Intellectual Property segment. Maroun S. Mourad will step down as President, Intellectual Property effective June 9, 2026, and remain in a non-executive advisory role until September 30, 2026, to support a smooth handover.
Under a separation agreement, Mr. Mourad will receive a cash payment of $450,000 as a pro-rated target annual bonus for 2026, a lump-sum COBRA reimbursement equal to 18 months of average monthly cost, and any applicable tax equalization payment, in exchange for a release of claims and continued adherence to restrictive covenants. Clarivate appointed Simon Webster, former CEO of CPA Global, as President of the Intellectual Property segment effective June 10, 2026, and reaffirmed its full-year 2026 outlook mentioned in its first-quarter 2026 results.
Clarivate Plc reported the results of its 2026 Annual General Meeting of Shareholders. Of 642,179,542 ordinary shares outstanding and entitled to vote as of March 16, 2026, 559,077,435 shares were represented in person or by proxy, constituting a quorum.
Shareholders elected all ten director nominees, approved on an advisory basis the compensation of named executive officers with 492,350,996 votes for and 36,480,040 against, and ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accountants for fiscal 2026 with 557,224,501 votes for. Clarivate also set May 6, 2027 as the date for its 2027 Annual General Meeting of Shareholders.
CLARIVATE PLC director Wendell E. Pritchett received an annual non-employee director award of 62,264 restricted share units, reflected as ordinary shares, under the Clarivate Plc Amended and Restated 2019 Incentive Award Plan. Earlier, 3,367 shares were withheld at $2.44 per share to cover taxes. Following these transactions, he directly holds 160,708 ordinary shares.