Welcome to our dedicated page for Clearwater Analytics Hldgs SEC filings (Ticker: CWAN), 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.
Clearwater Analytics Holdings, Inc. discloses regulatory information on its investment management technology business, operating results, and capital structure. Its Form 8-K filings document quarterly financial results, non-GAAP reconciliations, material-event disclosures, material agreements, and capital-structure updates tied to the company’s cloud-native platform model.
Clearwater’s proxy and related filings cover shareholder voting matters, governance disclosures, board and compensation items, risk factors, and formal records for corporate actions. The filing record also reflects disclosure areas relevant to a public software company serving institutional investors, including recurring revenue metrics, debt and equity matters, and shareholder approval processes.
Clearwater Analytics Holdings, Inc. is referenced in a Schedule 13G filing by Glazer Capital, LLC and Paul J. Glazer reporting that the Reporting Persons no longer beneficially own more than 5% of the company's Class A common stock (CUSIP 185123106). The filing lists 0 shares beneficially owned, representing 0% of the class. The business address for the Reporting Persons is stated as 250 West 55th Street, Suite 30A, New York, NY. The statement is signed by Paul J. Glazer with signature dates shown as 07/01/2026.
Clearwater Analytics Holdings, Inc.’s Chief Financial Officer, James S. Cox, reported a series of equity dispositions and awards tied to the company’s cash merger with GT Silver BidCo, Inc.
On Class A Common Stock, he disposed of 480,419 shares at $24.55 per share in a transaction coded as a disposition to the issuer, consistent with the merger terms that convert each outstanding share into the right to receive $24.55 in cash.
Cox also disposed of multiple fully vested stock options, restricted stock units (RSUs), and performance stock units (PSUs), which were cancelled at the merger effective time in exchange for cash based on the same $24.55 per-share merger consideration, less any option exercise price where applicable. The filing notes that PSU performance conditions were deemed achieved at 110% of target. In connection with this, he received new PSU grants for 91,665 and 18,333 units, which remain subject to their time-vesting schedules.
Clearwater Analytics Holdings, Inc. Chief Revenue Officer Scott Stanley Erickson reported multiple equity transactions tied to the company’s merger. Each share of Class A Common Stock was converted into the right to receive $24.55 in cash under the Agreement and Plan of Merger.
Erickson disposed of 155,119 shares of Class A Common Stock and various stock options, RSUs and PSUs to the issuer for cash consideration based on the $24.55 per-share Merger Consideration, with options reduced by their exercise price where applicable. Following these transactions, he no longer directly holds Clearwater common stock, but retains certain performance stock units and options that continue to be subject to time-vesting conditions or now relate to an affiliate of the buyer.
Clearwater Analytics Holdings, Inc. director and officer Sandeep Sahai reported a series of equity award disposals and grants connected to the company’s merger with GT Silver BidCo, Inc. Under the merger terms, each Class A share was converted into the right to receive $24.55 in cash.
Sahai disposed of 1,416,794 shares of Class A Common Stock at $24.55 per share to the issuer and reported no Class A shares held directly afterward. Multiple stock options, restricted stock units, and performance stock units were canceled for cash based on the same merger consideration, with performance units deemed earned at 110% of target but remaining subject to time-vesting conditions.
Clearwater Analytics Holdings, Inc. Chief Operating Officer Subi Sethi reported merger-related equity transactions tied to the company’s sale to GT Silver BidCo, Inc. Each share of Class A Common Stock was converted into the right to receive $24.55 in cash per share under an Agreement and Plan of Merger dated December 20, 2025.
Sethi disposed of 388,256 shares of Class A Common Stock and multiple awards of stock options, restricted stock units (RSUs), and performance stock units (PSUs) in dispositions to the issuer, all in exchange for cash based on the $24.55 merger consideration. Following these transactions, direct common stock holdings reported in this filing fell to zero.
The filing also shows Sethi received new PSU grants of 91,665 units and 45,833 units. Footnotes state PSU performance conditions were deemed achieved at 110% of target under the merger agreement, and these awards, as well as certain cash payments on PSUs and RSUs, remain subject to time-vesting conditions.
Clearwater Analytics Holdings, Inc. Chief Technology Officer Souvik Das reported multiple equity transactions tied to the company’s merger with GT Silver BidCo, Inc. On June 25, 2026, he disposed of 180,372 shares of Class A Common Stock and several equity awards back to the issuer.
Under the merger agreement, each share of Common Stock was converted into the right to receive $24.55 in cash per share as merger consideration. Outstanding options, RSUs and PSUs were generally canceled for cash based on this price, with a portion of options becoming options in an affiliate of the buyer.
The filing also shows Das received new grants of 60,500 and 27,500 Performance Stock Units, with performance deemed achieved at 110% of target and remaining subject to time-vesting conditions. Following these transactions, he reported no direct Common Stock holdings and 263,713 stock options outstanding at an exercise price of $17.84 per share.
Clearwater Analytics Holdings, Inc. director Jacques Aigrain reported dispositions of all his equity interests in connection with the company’s cash merger. On June 25, 2026, he disposed of 20,481 shares of Class A Common Stock at $24.55 per share in a transaction with the issuer, leaving him with zero common shares.
Footnotes explain this occurred under an Agreement and Plan of Merger dated December 20, 2025, which converted each outstanding Class A share into the right to receive $24.55 in cash at the merger’s effective time. All reported stock options and director RSUs, which were fully vested, were canceled at the effective time in exchange for cash equal to the merger consideration per underlying share, less any aggregate exercise price for options.
Clearwater Analytics Holdings, Inc. director Lisa Jones disposed of her equity as part of a cash merger. She returned 26,584 shares of Class A Common Stock to the issuer and canceled 15,339 Restricted Stock Units, all in connection with a merger transaction.
Under the Agreement and Plan of Merger, each share of Class A Common Stock was converted at the effective time into the right to receive $24.55 in cash, without interest. All vested awards and director RSUs were canceled for a cash payment based on this $24.55 merger consideration, and Jones reported zero shares and RSUs remaining after the transaction.
Clearwater Analytics director Eric J. Lee completed a merger-driven cash-out of his holdings. A total of 531,457 shares of Class A Common Stock, held directly and through the Eric J Lee 2014 Irrevocable Trust, were disposed to the company for cash consideration of $24.55 per share under a previously signed Agreement and Plan of Merger.
Immediately before the merger’s effective time, 220,137 CWAN Holdings LLC Interests and an equal number of Class B Common shares associated with Lee and the trust were exchanged into Class A shares, which then received the same cash payout. Following these transactions, no Class A or Class B shares or LLC Interests are reported as owned.