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, Inc. agreed to be acquired by GT Silver BidCo, Inc., with GT Silver Merger Sub merging into the company so it becomes a wholly owned subsidiary of GT Silver BidCo. Each share of Clearwater Class A common stock will be converted into the right to receive $24.55 in cash per share, excluding treasury shares, shares owned by the buyer group, and shares subject to properly exercised appraisal rights. Outstanding equity awards will generally be cashed out based on the same per-share price, with out-of-the-money options canceled, and many director RSUs vesting at closing. The deal requires stockholder approval and regulatory clearances and includes a go-shop period through January 23, 2026, significant termination fees for both sides, and committed equity and debt financing. If completed, Clearwater’s Class A stock will be delisted from the New York Stock Exchange and deregistered.
Clearwater Analytics Holdings, Inc. Chief Financial Officer Jim Cox reported stock option exercises and related share transactions dated 12/17/2025.
He exercised stock options covering 18,857 shares of Class A common stock at an exercise price of $4.4 per share, increasing his holdings before subsequent dispositions. To cover tax withholding obligations in connection with this exercise and settlement, 11,432 shares were disposed of in a sale mandated by the company and not representing a discretionary transaction by him, at a price of $22 per share. He also sold 7,425 shares of Class A common stock at $22 per share pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2024.
After these transactions, he beneficially owned 328,983 shares of Class A common stock and 144,898 stock options, all held directly.
A Rule 144 notice shows that James Cox plans to sell 7425 shares of the issuer’s common stock on 12/17/2025 on the NYSE through Morgan Stanley Smith Barney LLC Executive Financial Services. The shares have an aggregate market value of $159637.50 and are part of 288154032 common shares outstanding.
The 7425 shares were acquired on 12/17/2025 by exercising stock options from the issuer for cash. The notice also lists recent sales for James Cox under a 10b5-1 sales plan, including 29700 shares sold on 11/25/2025 for $653400.00.
Clearwater Analytics Holdings reported insider transactions by its Chief Financial Officer, Jim Cox. On 12/15/2025, he exercised stock options to acquire 12,465 and 3,574 shares of Class A common stock at an exercise price of $4.40 per share, then sold portions of his holdings in several trades at weighted average prices around $21.34 to $21.88 per share.
Some shares, including 7,595 and 2,169 shares, were withheld to cover tax withholding obligations in connection with the option exercises, a process mandated by the issuer and not a discretionary sale. The transactions were made under a Rule 10b5-1 trading plan adopted on March 11, 2024. After these moves, Cox directly owns 328,983 Class A shares and holds 163,755 stock options expiring on 05/20/2029.
A CWAN shareholder filed a Rule 144 notice to sell 11,275 shares of common stock through Morgan Stanley Smith Barney on the NYSE, with an aggregate market value of $245,907.75. The filing notes that 288,154,032 shares of this class are outstanding.
The shares to be sold come from two sources: 6,275 shares acquired by exercising stock options for cash on 12/15/2025 and 5,000 shares previously received as restricted stock units on 01/01/2024. This mix shows both option-based and equity award holdings being sold.
Over the prior three months, the same seller, including sales under a 10b5-1 trading plan, has completed several transactions, such as 29,700 shares sold on 11/25/2025 for $653,400.00 and 5,919 shares sold on 09/30/2025 for $104,631.35. The representation section states the seller does not know of any undisclosed material adverse information about the issuer.
Clearwater Analytics Holdings, Inc. reported an insider stock sale by its Chief Technology Officer, Souvik Das. On 12/08/2025, he sold 10,000 shares of Class A common stock at a weighted average price of $21.588 per share, executed in multiple trades between $21.35 and $21.91.
The sales were made under a pre-arranged Rule 10b5-1 trading plan adopted on May 5, 2025, which is designed to allow insiders to sell shares according to a set schedule. After this transaction, Souvik Das beneficially owns 96,186 shares, which include shares acquired on December 1, 2025 through the company’s Employee Stock Purchase Plan in a transaction exempt under Rule 16b-3(c).
Clearwater Analytics Holdings Inc. insider plans additional share sale under Rule 144. A holder has filed to sell 10,000 shares of common stock of CWAN through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of 217,100.00. The issuer reports 288,154,032 common shares outstanding. The shares to be sold were acquired as restricted stock units from the issuer on 02/28/2024.
Over the past three months, the same account has sold 20,000 common shares on 11/12/2025 for gross proceeds of 404,194.00 and 5,327 common shares on 09/30/2025 for gross proceeds of 94,166.44. The filer represents that they are not aware of undisclosed material adverse information about the company’s operations.
Clearwater Analytics Holdings, Inc. (CWAN) reported insider activity by its Chief Financial Officer on a Form 4. On 11/25/2025, the CFO exercised a stock option for 75,427 shares of Class A common stock at an exercise price of $4.40 per share, increasing direct ownership.
On the same date, 45,727 shares were withheld and disposed of at $22 per share to cover tax withholding obligations mandated by the company, which the filing notes were not discretionary. In addition, the CFO sold 29,700 shares of Class A common stock at $22 per share under a Rule 10b5-1 trading plan adopted on March 11, 2024. After these transactions, the CFO directly owned 333,983 shares of Class A common stock and held 179,794 stock options as derivative securities.
A holder of CWAN common stock has filed a Form 144 indicating an intent to sell 29,700 common shares through Morgan Stanley Smith Barney LLC on the NYSE. These shares have an aggregate market value of $644,490.00, compared with 288,154,032 common shares outstanding for the issuer. The shares to be sold were acquired on 11/25/2025 by exercising stock options for cash, with payment made the same day.
The filing also lists prior sales over the past three months for the same account under a Rule 10b5-1 trading plan. These include, for example, 11,275 common shares sold on 11/17/2025 for gross proceeds of $222,611.88 and 11,275 common shares sold on 10/15/2025 for gross proceeds of $202,677.50, along with additional sales in September 2025.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer Jim Cox filed a Form 4 reporting stock option exercises and related share sales on 11/17/2025. He exercised stock options with an exercise price of $4.40 for 12,727 and 3,685 shares of Class A common stock. On the same day, he reported several sales of Class A shares, including transactions at weighted average prices of about $19.54 and $19.7717, some of which were executed under a Rule 10b5-1 trading plan adopted on March 11, 2024. Certain shares were withheld to cover tax obligations in connection with the option exercises. Following these transactions, Cox directly beneficially owned 333,983 shares of Class A common stock and held 267,948 and 255,221 stock options, each exercisable for Class A shares.