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Clearwater Analytics Hldgs Inc SEC Filings

CWAN NYSE

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.

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Clearwater Analytics (NYSE:CWAN) filed a Form 8-K reporting the June 23, 2025 Annual Meeting vote results.

Shareholders re-elected Class I directors Mukesh Aghi, Jacques Aigrain and Lisa Jones to serve until 2028, with support ranging from 388.0 million to 472.9 million votes.

Investors also ratified KPMG LLP as independent auditor for fiscal 2025 by a wide 486.3 million-to-1.8 million margin. The filing discloses no strategic changes, financial updates or other material events.

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Clearwater Analytics Holdings (CWAN) Director Kathleen A. Corbet reported multiple transactions on June 23, 2025:

  • Acquired 10,334 Class A Common Stock shares through RSU vesting (originally granted June 11, 2024)
  • Disposed of 2,481 shares at $21.65 per share for tax withholding purposes
  • Received a new grant of 8,765 RSUs that will fully vest on June 23, 2026

Following these transactions, Corbet directly owns 22,351 shares of Class A Common Stock and 8,765 unvested RSUs. The transactions were reported via Form 4 filing, with Alphonse Valbrune signing as attorney-in-fact. These equity transactions align with standard director compensation practices and demonstrate continued alignment with shareholder interests.

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Clearwater Analytics Holdings, Inc. (CWAN) – Form 4 insider report

Director Jaswinder Pal Singh reported two equity transactions effective 23 Jun 2025:

  • 10,334 Class A shares acquired (Transaction Code M) upon full vesting of previously granted RSUs. The shares were issued at an exercise/settlement price of $0.00, indicating no open-market purchase or sale.
  • 8,765 new Restricted Stock Units (RSUs) granted (Transaction Code A). Each RSU represents the contingent right to receive one share; the award vests in full on 23 Jun 2026 and carries an expiration date of 23 Jun 2035.

Following these transactions, Singh’s direct holdings stand at 33,575 Class A shares plus 8,765 unvested RSUs. No shares were sold, and no cash consideration changed hands, suggesting the activity primarily reflects planned equity compensation rather than market sentiment. The filing does not reference any 10b5-1 trading plan, and Singh remains classified as a Director under Section 16 reporting rules.

For investors, the key takeaway is a modest increase in insider ownership with no disposition of shares, generally interpreted as neutral to mildly supportive of long-term alignment between the board member and shareholders. The grant size (8,765 RSUs) and resulting ownership level are small relative to CWAN’s public float and therefore unlikely, by themselves, to affect share price or liquidity.

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FAQ

How many Clearwater Analytics Hldgs (CWAN) SEC filings are available on StockTitan?

StockTitan tracks 115 SEC filings for Clearwater Analytics Hldgs (CWAN), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Clearwater Analytics Hldgs (CWAN)?

The most recent SEC filing for Clearwater Analytics Hldgs (CWAN) was filed on July 15, 2025.