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 director Bas NieuweWeme reported the disposition of 16,713 Restricted Stock Units in connection with the company’s merger. These RSUs, which were originally scheduled to vest in three equal installments through August 2028, were tied to Clearwater’s Class A Common Stock.
Under the Agreement and Plan of Merger dated December 20, 2025, each share of Class A Common Stock outstanding immediately before the merger’s effective time was converted into the right to receive $24.55 in cash per share. At that effective time, all outstanding vested awards and director RSUs were canceled in exchange for a cash payment equal to this merger consideration multiplied by the number of shares underlying each award, resulting in the reported disposition and no remaining RSU holdings for the director in this filing.
Clearwater Analytics Holdings, Inc. director Christopher Hooper reported transactions tied to the company’s cash merger. The Hooper Family Trust first exchanged 136,573 CWAN Holdings LLC Interests and 136,573 shares of Class B Common Stock for Class A Common Stock immediately before the merger’s effective time. This left the trust holding 241,833 shares of Class A Common Stock. Those 241,833 Class A shares were then disposed of to the issuer for $24.55 per share in cash under the Agreement and Plan of Merger. Following these transactions, the filing shows no remaining indirect holdings for the trust.
Clearwater Analytics Holdings, Inc. director Mukesh Aghi reported a disposition of equity awards tied to the company’s go-private merger. Aghi surrendered 15,339 Restricted Stock Units, each representing one share of Class A Common Stock, in a transaction coded as a disposition to the issuer.
Under the merger agreement with GT Silver BidCo, each share of Class A Common Stock outstanding immediately before the effective time was converted into the right to receive $24.55 in cash per share. At the effective time, all outstanding vested awards and director RSUs were canceled in exchange for a cash payment based on this merger consideration and the number of shares underlying the awards. Following this transaction, Aghi reported zero RSUs remaining from this grant.
Clearwater Analytics Holdings submitted a Form 25 to remove its Class A Common Stock from listing and registration on the New York Stock Exchange LLC.
The filing states the Exchange and the issuer complied with the procedures in 17 CFR 240.12d2-2 governing withdrawal of a class of securities and is signed by Tyler Mastronardi, Analyst, Market Watch.
Clearwater Analytics Holdings, Inc. completed its previously announced take‑private merger with GT Silver BidCo, Inc., led by Permira and Warburg Pincus, in a transaction valued at approximately $8.4 billion. The company is now a wholly owned subsidiary of the buyer group and will cease public reporting.
Stockholders received $24.55 per share in cash, an approximately 47% premium to Clearwater’s undisturbed share price on November 10, 2025. Total cash consideration payable to equityholders at closing was about $7.4 billion, funded by roughly $5.7 billion of equity from the investor consortium and $2.7 billion of debt financing under a new senior secured credit facility.
In connection with the merger, Clearwater entered into a new Credit Agreement providing a $2.7 billion term loan, a $500 million delayed draw term loan, and a $325 million revolving facility, while repaying and terminating its prior credit agreement. The company’s Class A common stock has been delisted from the New York Stock Exchange, and Clearwater is moving to deregister its shares and suspend Exchange Act reporting obligations.
Clearwater Analytics Holdings, Inc. announced that Australia’s Treasurer has approved its pending merger with GT Silver BidCo, Inc. under the Foreign Acquisitions and Takeovers Act, effective June 19, 2026. With this Foreign Investment Review Board approval, the company states that all required regulatory approvals for closing have now been obtained.
The merger, under the previously signed Agreement and Plan of Merger, would make Clearwater a wholly owned subsidiary of GT Silver BidCo. The transaction is now expected to close in the second quarter of 2026, subject to satisfaction or waiver of the remaining customary closing conditions.
Clearwater Analytics Holdings director D. Scott Mackesy reported selling 633,879 shares of Class A Common Stock on June 15, 2026 in an open-market transaction. The weighted average sale price was $24.296 per share, with individual trades executed between $24.2600 and $24.3250 under Rule 144.
The shares consisted of 427,776 shares previously held directly by Mackesy and 206,103 shares held by The D Scott Mackesy 2014 Irrevocable Descendants Trust. Following these sales, the Form 4 reports 0 shares of this security remaining under the reported ownership line.
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.