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.
Form 144 filed for Clearwater Analytics Holdings, Inc. (CWAN) reports a proposed sale of 10,000 common shares through Morgan Stanley Smith Barney, valued at $207,700, with an approximate sale date of 09/08/2025 on the NYSE. The filing shows the shares were acquired as Restricted Stock Units on 02/28/2024 and paid on that date. It also discloses two recent sales by the same person: a 10,000‑share 10b5‑1 sale on 08/20/2025 for $200,000 and a 5,273‑share sale on 06/30/2025 for $114,282.78. The filer affirms no undisclosed material adverse information and references Rule 10b5‑1 where applicable.
Clearwater Analytics Holdings, Inc. authorized a share repurchase program for up to $100 million of its outstanding Class A common stock. The company may buy shares from time to time in the open market or otherwise, including through Rule 10b5-1 trading plans, at prices and times it deems appropriate, subject to market conditions and other considerations.
The program complies with applicable legal requirements, does not obligate Clearwater to repurchase any specific number of shares, and may be modified or suspended at the company’s discretion. Information about actual repurchases will be reported in future Form 10-Q and 10-K filings, and the company has furnished a related press release as an exhibit.
Sandeep Sahai, CEO and Director of Clearwater Analytics Holdings, Inc. (CWAN), filed an amendment to Form 4 reporting option exercise and related share transactions on 08/20/2025. He exercised 7,094 stock options with an exercise price of $4.40 and acquired 7,094 Class A shares. To cover tax withholding, 4,056 shares were withheld. Separately, 3,038 shares were sold under a 10b5-1 plan at a weighted average price of $20.01, reducing his direct holdings. Following these transactions he beneficially owned 895,663 Class A shares and held 94,967 derivative securities representing underlying Class A shares.
Clearwater Analytics Holdings (CWAN) Chief Executive Officer and Director Sandeep Sahai reported option exercises and related share dispositions dated 08/22/2025. He exercised stock options that converted into 109,483 Class A shares at an exercise price of $4.40 per share. In connection with the exercise and settlement, 62,521 shares were withheld to satisfy tax-withholding obligations and 46,962 shares were sold under a Rule 10b5-1 trading plan adopted on September 9, 2024, at a weighted average sale price of $20.1209 per share.
Following these transactions, the reporting lines show beneficial ownership levels changing from 1,005,146 to 942,625 and then to 895,663 Class A shares across the reported rows; the filing also shows 651,684 underlying shares remaining from outstanding options. The disposition for tax withholding was mandated by the issuer and the sales were executed pursuant to the 10b5-1 plan. The Form 4 is signed by an attorney-in-fact on behalf of the reporting person.
Souvik Das, Chief Technology Officer of Clearwater Analytics Holdings, Inc. (CWAN), reported a sale of Class A common stock under a pre-established trading plan. The Form 4 shows 10,000 shares were sold on 08/20/2025 at $20.00 per share, leaving the reporting person with 132,549 shares beneficially owned after the transaction. The filing states the sales were effected pursuant to a Rule 10b5-1 trading plan adopted on May 5, 2025, and the Form 4 was signed by an attorney-in-fact on 08/21/2025.
Sandeep Sahai, CEO and director of Clearwater Analytics Holdings, Inc. (CWAN), completed option exercises and related transactions on 08/20/2025. He exercised a stock option to acquire 7,094 shares at a $4.40 exercise price and immediately settled those shares. To cover tax withholding on the exercise, 4,056 shares were withheld by the issuer. Separately, 3,038 shares were sold under a Rule 10b5-1 trading plan at a weighted average price of $20.01. After these transactions the reporting person’s beneficial ownership of Class A common stock related to derivative holdings is reported as 754,073 shares.
Form 144 notice for Clearwater Analytics Holdings, Inc. (CWAN) reports a proposed sale of 10,000 common shares through Morgan Stanley Smith Barney, with an aggregate market value of $198,000 and an approximate sale date of 08/20/2025. The shares were acquired as Restricted Stock Units on 02/28/2024 and the filing notes prior sales by the same person: 5,273 common shares sold on 06/30/2025 for $114,282.78. The filing includes the standard representation that the selling person certifies they have no undisclosed material adverse information about the issuer.
Insider sale notice for Clearwater Analytics Holdings, Inc. (CWAN) reports a proposed sale of 50,000 common shares through Morgan Stanley Smith Barney on 08/20/2025 with an aggregate market value of $990,000. The filer indicates these 50,000 shares were acquired the same day by exercise of stock options and paid in cash. The filing lists prior sales by the same person, SANDEEP SAHAI, showing dispositions of 50,000 shares on 07/14/2025 for $1,107,625.00, 16,424 shares on 06/30/2025 for $355,960.64, and 50,000 shares on 06/13/2025 for $1,112,565.00. The class outstanding figure is 287,938,740 shares, and the planned 50,000-share sale represents approximately 0.017% of outstanding shares. The notice includes the standard Rule 144 representation and references reliance on Rule 10b5-1 where applicable.
Clearwater Analytics Holdings (CWAN) insider transactions: Jim S. Cox, the company's Chief Financial Officer, exercised options and sold shares on 08/15/2025. He exercised a stock option covering 16,485 shares at an exercise price of $4.40 and acquired those shares. Concurrently, he sold 10,210 shares (weighted average sale price $19.4171) and separately sold 6,275 and 5,000 shares at weighted average prices around $19.41–$19.65. Some shares were withheld to cover tax obligations. After these transactions he reported beneficial ownership of 343,964 Class A shares.
Insider sale notice for Clearwater Analytics Holdings, Inc. (CWAN) filed on Form 144 shows proposed and recent sales of common stock by an individual identified as James Cox and related 10b5-1 plans. The filer reports an intended sale of 11,275 shares with an aggregate market value of $218,396.75 to be sold on 08/15/2025 on the NYSE through Morgan Stanley Smith Barney LLC. The 11,275 shares comprise 6,275 shares acquired on 08/15/2025 by exercising stock options (paid in cash) and 5,000 RSUs acquired on 02/21/2023. The notice also discloses three sales during the prior three months totaling 43,258 shares for gross proceeds of $963,715.97, including sales under a 10b5-1 plan.