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.
The Clearwater Analytics Holdings, Inc. (CWAN) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public company listed on the New York Stock Exchange, Clearwater Analytics submits periodic and current reports that describe its business, financial condition, governance, and material corporate events.
Investors can use this page to review Form 10-K annual reports and Form 10-Q quarterly reports, which explain Clearwater Analytics’ investment management technology platform, risk factors, and financial performance. These filings complement the company’s public statements that it operates a cloud-native, single-instance, multi-tenant system delivering real-time data and AI-driven insights across portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics.
Form 8-K current reports are particularly important for CWAN, as they disclose material events such as earnings announcements, share repurchase authorizations, board changes, and merger-related developments. For example, Clearwater Analytics filed an 8-K describing its Agreement and Plan of Merger with GT Silver BidCo, Inc. and GT Silver Merger Sub, Inc., under which CWAN agreed to be acquired for cash consideration per share and, if the merger is consummated, to be delisted from the New York Stock Exchange and deregistered under the Securities Exchange Act of 1934.
This page also surfaces proxy statements on Schedule 14A, which provide details on stockholder meetings, voting matters, and, in the context of the proposed acquisition, information about the transaction and related processes. Where applicable, Form 4 insider transaction reports and other ownership filings can be reviewed to understand equity awards and changes in beneficial ownership by directors and officers.
Stock Titan enhances these documents with AI-powered summaries that highlight key points in lengthy filings, helping readers quickly identify items such as revenue trends, risk disclosures, merger terms, or changes in governance. Real-time updates from EDGAR ensure that new Clearwater Analytics filings, including 10-Ks, 10-Qs, 8-Ks, proxy materials, and insider reports, are available promptly for analysis and comparison over time.
Clearwater Analytics (NYSE:CWAN) filed a Form 8-K reporting the June 23, 2025 Annual Meeting vote results.
Shareholders re-elected Class I directors Mukesh Aghi, Jacques Aigrain and Lisa Jones to serve until 2028, with support ranging from 388.0 million to 472.9 million votes.
Investors also ratified KPMG LLP as independent auditor for fiscal 2025 by a wide 486.3 million-to-1.8 million margin. The filing discloses no strategic changes, financial updates or other material events.
Clearwater Analytics Holdings (CWAN) Director Kathleen A. Corbet reported multiple transactions on June 23, 2025:
- Acquired 10,334 Class A Common Stock shares through RSU vesting (originally granted June 11, 2024)
- Disposed of 2,481 shares at $21.65 per share for tax withholding purposes
- Received a new grant of 8,765 RSUs that will fully vest on June 23, 2026
Following these transactions, Corbet directly owns 22,351 shares of Class A Common Stock and 8,765 unvested RSUs. The transactions were reported via Form 4 filing, with Alphonse Valbrune signing as attorney-in-fact. These equity transactions align with standard director compensation practices and demonstrate continued alignment with shareholder interests.
Clearwater Analytics Holdings, Inc. (CWAN) – Form 4 insider report
Director Jaswinder Pal Singh reported two equity transactions effective 23 Jun 2025:
- 10,334 Class A shares acquired (Transaction Code M) upon full vesting of previously granted RSUs. The shares were issued at an exercise/settlement price of $0.00, indicating no open-market purchase or sale.
- 8,765 new Restricted Stock Units (RSUs) granted (Transaction Code A). Each RSU represents the contingent right to receive one share; the award vests in full on 23 Jun 2026 and carries an expiration date of 23 Jun 2035.
Following these transactions, Singh’s direct holdings stand at 33,575 Class A shares plus 8,765 unvested RSUs. No shares were sold, and no cash consideration changed hands, suggesting the activity primarily reflects planned equity compensation rather than market sentiment. The filing does not reference any 10b5-1 trading plan, and Singh remains classified as a Director under Section 16 reporting rules.
For investors, the key takeaway is a modest increase in insider ownership with no disposition of shares, generally interpreted as neutral to mildly supportive of long-term alignment between the board member and shareholders. The grant size (8,765 RSUs) and resulting ownership level are small relative to CWAN’s public float and therefore unlikely, by themselves, to affect share price or liquidity.
Clearwater Analytics Holdings (CWAN) Director Mukesh Aghi received a new equity compensation grant on June 23, 2025. The insider was awarded 15,339 Restricted Stock Units (RSUs) with the following key terms:
- Conversion ratio: Each RSU represents one share of Class A Common Stock
- Vesting schedule: Annual vesting over 3 years from grant date
- Exercise price: $0.00
- Expiration date: June 23, 2035
This Form 4 filing, signed by Attorney-in-Fact Alphonse Valbrune on June 25, 2025, represents a standard equity compensation grant to a non-employee director. The RSUs will vest in equal annual installments, aligning the director's interests with long-term shareholder value.
Director Lisa Jones reported multiple transactions in Clearwater Analytics Holdings (CWAN) securities on June 23, 2025:
- Acquired 10,334 Class A Common Stock shares at $0.00 through RSU vesting from June 2024 grant
- Disposed of 2,481 shares at $21.65 per share
- Received two new RSU grants: - 8,765 units vesting at next annual shareholder meeting - 6,574 units vesting over 3 years starting June 23, 2025
Following these transactions, Jones directly owns 26,584 shares of Class A Common Stock and holds 15,339 unvested RSUs. The transactions demonstrate ongoing director compensation and equity incentive alignment with shareholders through a mix of immediate and time-vested equity awards.
Director Jacques Aigrain of Clearwater Analytics Holdings reported multiple transactions on June 23, 2025:
- Acquired 10,334 Class A Common Stock shares at $0.00 through RSU vesting from June 2024 grant
- Disposed of 2,481 shares at $21.65 per share
- Received two new RSU grants: - 8,765 units vesting at next annual shareholder meeting - 6,574 units vesting equally over 3 years from June 23, 2025
Following these transactions, Aigrain directly owns 20,481 shares of Class A Common Stock and 15,339 unvested RSUs. These transactions reflect standard director compensation practices and demonstrate continued alignment with shareholder interests through equity-based compensation.