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Clearwater Analytics Holdings, Inc. SEC Filings

CWAN NYSE

Welcome to our dedicated page for Clearwater Analytics Holdings 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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Clearwater Analytics Holdings's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Clearwater Analytics Holdings's regulatory disclosures and financial reporting.

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Clearwater Analytics Holdings, Inc. granted Chief Technology Officer Souvik Das 142,548 restricted stock units (RSUs) on February 11, 2026. Each RSU represents a right to receive one share of the company’s Class A common stock at no cash exercise price.

According to the vesting schedule, 12.5% of the RSUs vest at the end of each 3‑month period for two years following January 1, 2026, with shares delivered within thirty days after each vesting date. Following this award, Das directly beneficially owns 142,548 derivative securities in the form of RSUs.

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Cox James S reported acquisition or exercise transactions in this Form 4 filing.

Clearwater Analytics Holdings, Inc.’s Chief Financial Officer James S. Cox reported an equity award of 215,982 restricted stock units (RSUs) on February 11, 2026. Each RSU represents a right to receive one share of Class A Common Stock, held as direct beneficial ownership.

The RSUs follow a time-based vesting schedule: 12.5% of the units vest at the end of each three-month period over the next two years following January 1, 2026. Vested RSUs will settle in shares within thirty days after each applicable vesting date, aligning the CFO’s compensation more closely with shareholder interests over this period.

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Erickson Scott Stanley reported acquisition or exercise transactions in this Form 4 filing.

Clearwater Analytics Holdings, Inc.’s Chief Revenue Officer, Scott Erickson, reported receiving a grant of derivative equity on February 11, 2026. He was awarded 215,982 restricted stock units (RSUs), each representing the right to receive one share of the company’s Class A Common Stock at a price of $0.00 per unit.

According to the award terms, 12.5% of these RSUs will vest at the end of each three‑month period for two years following January 1, 2026, with settlement in shares within thirty days after each vesting date. All 215,982 derivative securities are reported as directly owned following this transaction.

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Sethi Subi reported acquisition or exercise transactions in a Form 4 filing for CWAN. The filing lists transactions totaling 215,982 shares. Following the reported transactions, holdings were 215,982 shares.

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Clearwater Analytics Holdings, Inc. reported that its Chief Executive Officer and director, Sandeep Sahai, received an equity award of restricted stock units. On February 11, 2026, he was granted 607,341 RSUs, each representing a right to receive one share of Class A Common Stock.

The RSUs carry an exercise price of $0.00 and are held directly. According to the vesting schedule, 12.5% of the RSUs vest at the end of each 3‑month period for two years following January 1, 2026, with shares settling within thirty days after each vesting date.

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Clearwater Analytics Holdings, Inc. received an amended Schedule 13G from Wellington-related entities reporting their ownership in the company’s common stock. Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP report beneficial ownership of 4,835,344 shares, representing about 1.68–1.7% of the outstanding class.

All reported shares are held with shared voting power of 3,851,097 shares and shared dispositive power of 4,835,344 shares, with no sole voting or dispositive power. The securities are owned of record by clients of Wellington investment advisers, each client holding less than five percent of the class. The filing certifies the position is held in the ordinary course of business and not for the purpose of changing or influencing control of Clearwater Analytics.

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Clearwater Analytics Holdings, Inc. Chief Technology Officer Souvik Das sold 10,000 shares of Class A common stock on February 9, 2026 in an open-market transaction at a weighted average price of $23.8875 per share.

The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on May 5, 2025, and occurred through multiple trades between $23.81 and $23.93 per share. Following this transaction, Das beneficially owns 128,230 shares of Clearwater Analytics Class A common stock in direct form.

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CWAN insider Souvik Das filed a Form 144 notice to sell 10,000 shares of common stock through Morgan Stanley Smith Barney LLC around 02/09/2026, with an aggregate market value of 238,500.00 on the NYSE.

The 10,000 shares to be sold were acquired as restricted stock units from the issuer on 02/28/2024. The issuer had 288,632,000 shares of common stock outstanding. In the past three months, Das and related 10b5-1 labeled accounts reported several prior sales of common shares with disclosed gross proceeds.

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Clearwater Analytics Holdings, Inc. reported that the “go-shop” period under its previously announced merger agreement with GT Silver BidCo, Inc. expired at 12:00 a.m. New York City time on January 23, 2026. During this period, the Company’s advisors solicited alternative acquisition proposals from 44 potential buyers, including 20 financial sponsors and 24 strategic parties, and six parties entered confidentiality agreements and received access to non-public information. No alternative acquisition proposal was received by the time the go-shop period ended. As a result, Clearwater is now subject to customary “no-shop” provisions that limit its ability to solicit or discuss competing acquisition offers, subject to certain exceptions set out in the merger agreement.

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Clearwater Analytics Holdings, Inc. Chief Financial Officer James S. Cox reported several equity transactions in Class A common stock and stock options on January 15, 2026. He exercised stock options (transaction code M) to acquire multiple blocks of Class A shares at an exercise price of $4.40 per share, with related option positions reduced accordingly.

Some shares (transaction code F) were withheld and sold at prices around $24.14 per share to satisfy tax withholding obligations in connection with the option exercises, which the company mandates and which are not discretionary for Cox. Additional sales (transaction code S) of Class A common stock at weighted average prices near $24.14 were carried out under a Rule 10b5-1 trading plan adopted on March 11, 2024. Following these transactions, Cox directly beneficially owned 395,697 shares of Class A common stock and continued to hold stock options, including 110,788 derivative securities reported as beneficially owned after one of the option exercises.

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FAQ

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

StockTitan tracks 139 SEC filings for Clearwater Analytics Holdings (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 Holdings (CWAN)?

The most recent SEC filing for Clearwater Analytics Holdings (CWAN) was filed on February 13, 2026.