Clearwater Analytics Hldgs Inc SEC Filings

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.

Schedule 13G/A filing by WCAS-related entities reports beneficial ownership of 4,820,856 shares of Clearwater Analytics Holdings, Inc. (CWAN), representing 1.6% of the Class A share count used for the calculation (292,445,162 shares). The total reported position includes 2,069,714 Class A shares held directly and 2,751,142 Class A shares issuable upon conversion of Class B shares (together with corresponding LLC interests).

The filing identifies the reporting group as WCAS XIII Carbon Analytics Acquisition, L.P.; WCAS GP CW LLC; WCAS XIII Carbon Investors, L.P.; and WCAS XIII Associates LLC, and notes that investment and voting decisions are made by a committee whose members disclaim beneficial ownership. Because the group owns less than 5% of the outstanding common stock, the filing states the Reporting Persons are no longer subject to Section 13 reporting obligations.