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Director Hooper gifts 30,000 Clearwater Analytics (NYSE: CWAN) shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Clearwater Analytics Holdings director Christopher Hooper reported a charitable transfer of shares held indirectly through The Hooper Family Trust. The filing shows a bona fide gift of 30,000 shares of Class A Common Stock to National Philanthropic Trust for a donor-advised fund. After the gift, the trust continues to hold 105,260 shares indirectly attributed to Hooper.

Positive

  • None.

Negative

  • None.
Insider Hooper Christopher
Role null
Type Security Shares Price Value
Gift Class A Common Stock 30,000 $0.00 --
Holdings After Transaction: Class A Common Stock — 105,260 shares (Indirect, See Footnote)
Footnotes (1)
  1. The reported transaction represents a gift/charitable donation of securities indirectly held by the reporting person through The Hooper Family Trust to National Philanthropic Trust, a Pennsylvania non-profit corporation, to be held in a donor-advised fund. The reported securities are held by The Hooper Family Trust.
Shares gifted 30,000 shares Bona fide gift of Class A Common Stock
Price per share $0.0000 Recorded value for the charitable gift
Shares held after transaction 105,260 shares Indirectly held through The Hooper Family Trust
Gift recipient National Philanthropic Trust Non-profit receiving gifted CWAN shares
bona fide gift financial
"The transaction is coded as a bona fide gift (transaction code G)."
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor-advised fund financial
"to be held in a donor-advised fund by National Philanthropic Trust."
A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.
indirectly held financial
"securities indirectly held by the reporting person through The Hooper Family Trust"
Class A Common Stock financial
"The reported securities are Class A Common Stock of Clearwater Analytics."
Class A common stock is a category of a company’s shares that carries a specific set of ownership rights—most commonly defined voting power and claims on dividends—set out in the company’s charter. For investors it matters because the class determines how much influence you have over corporate decisions, the share’s likely dividend and trading behavior, and how it compares in value to other share classes, like choosing a particular seat with different privileges at the company’s decision-making table.
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SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Hooper Christopher

(Last)(First)(Middle)
C/O CLEARWATER ANALYTICS HOLDINGS, INC.
777 W. MAIN STREET, SUITE 900

(Street)
BOISE IDAHO 83702

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Clearwater Analytics Holdings, Inc. [ CWAN ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Class A Common Stock06/15/2026G(1)30,000D(1)105,260ISee Footnote(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. The reported transaction represents a gift/charitable donation of securities indirectly held by the reporting person through The Hooper Family Trust to National Philanthropic Trust, a Pennsylvania non-profit corporation, to be held in a donor-advised fund.
2. The reported securities are held by The Hooper Family Trust.
/s/ Alphonse Valbrune, as Attorney-in-Fact, for Christopher Hooper06/16/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did CWAN director Christopher Hooper report?

Christopher Hooper reported a bona fide gift of 30,000 shares of Clearwater Analytics Class A Common Stock. The shares were transferred from The Hooper Family Trust to National Philanthropic Trust to be held in a donor-advised fund.

How many CWAN shares were gifted in this Form 4 filing?

The Form 4 reports a gift of 30,000 shares of Clearwater Analytics Class A Common Stock. This was recorded at a price of $0.0000 per share, reflecting a non-market charitable transfer rather than an open-market sale or purchase.

Who received the gifted Clearwater Analytics (CWAN) shares?

The 30,000 CWAN shares were gifted to National Philanthropic Trust, a Pennsylvania non-profit corporation. The shares will be held in a donor-advised fund, according to the footnote disclosure accompanying the insider transaction.

How many CWAN shares does The Hooper Family Trust hold after the gift?

Following the reported gift, The Hooper Family Trust holds 105,260 shares of Clearwater Analytics Class A Common Stock. These shares are reported as indirectly owned by Christopher Hooper in the Form 4 filing after the transaction.

Was the CWAN insider transaction a market sale or a charitable gift?

The transaction was a charitable gift, not a market sale. It is coded as a bona fide gift (transaction code G) with a per-share price of $0.0000, indicating a transfer for charitable purposes rather than a sale for cash proceeds.

How is Christopher Hooper’s ownership in CWAN characterized after this filing?

After the filing, Christopher Hooper is reported as having indirect ownership of 105,260 CWAN shares through The Hooper Family Trust. The nature of ownership is described in the footnotes, emphasizing the trust as the holding entity.