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.
Insider transactions at Clearwater Analytics (CWAN): Jim S. Cox, the company’s Chief Financial Officer, had Restricted Stock Units vest on 09/30/2025 and received a total of 10,938 Class A common shares from two vesting events (3,125 and 7,813 shares). Following vesting, the reporting person sold 5,919 shares on the same date to cover tax-withholding obligations at an average price of $17.6772 per share, leaving 343,983 shares beneficially owned directly. The sales were described as mandatory "sell-to-cover" transactions required by the issuer and not discretionary trades by the reporting person.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer James S. Cox reported multiple transactions on 09/15/2025, including exercises of previously granted stock options and several share sales. The Form 4 shows two option exercises at a $4.40 exercise price for 12,782 and 3,675 shares, and multiple dispositions totaling 12,275 shares sold at weighted-average prices around $19.48–$19.71 per share. Following these transactions, the reporting person beneficially owned 338,964 Class A shares. Two of the sales were made pursuant to a Rule 10b5-1 trading plan and certain shares were withheld by the issuer to satisfy tax withholding obligations related to option exercises.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer James S. Cox reported multiple transactions on 09/15/2025, including exercises of previously granted stock options and several share sales. The Form 4 shows two option exercises at a $4.40 exercise price for 12,782 and 3,675 shares, and multiple dispositions totaling 12,275 shares sold at weighted-average prices around $19.48–$19.71 per share. Following these transactions, the reporting person beneficially owned 338,964 Class A shares. Two of the sales were made pursuant to a Rule 10b5-1 trading plan and certain shares were withheld by the issuer to satisfy tax withholding obligations related to option exercises.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer James S. Cox reported multiple transactions on 09/15/2025, including exercises of previously granted stock options and several share sales. The Form 4 shows two option exercises at a $4.40 exercise price for 12,782 and 3,675 shares, and multiple dispositions totaling 12,275 shares sold at weighted-average prices around $19.48–$19.71 per share. Following these transactions, the reporting person beneficially owned 338,964 Class A shares. Two of the sales were made pursuant to a Rule 10b5-1 trading plan and certain shares were withheld by the issuer to satisfy tax withholding obligations related to option exercises.
Clearwater Analytics Holdings, Inc. (CWAN) Chief Financial Officer James S. Cox reported multiple transactions on 09/15/2025, including exercises of previously granted stock options and several share sales. The Form 4 shows two option exercises at a $4.40 exercise price for 12,782 and 3,675 shares, and multiple dispositions totaling 12,275 shares sold at weighted-average prices around $19.48–$19.71 per share. Following these transactions, the reporting person beneficially owned 338,964 Class A shares. Two of the sales were made pursuant to a Rule 10b5-1 trading plan and certain shares were withheld by the issuer to satisfy tax withholding obligations related to option exercises.
Form 144 notice by an insider of Clearwater Analytics Holdings, Inc. (CWAN) discloses a proposed sale of 11,275 common shares through Morgan Stanley Smith Barney LLC on the NYSE with an aggregate market value of $221,102.75. The filing reports those shares were acquired partly by exercising stock options (6,275 shares on 09/15/2025 for cash) and partly as restricted stock units (5,000 on 01/01/2024).
The filing also lists four sales in the prior three months attributed to the holder or a Rule 10b5-1 plan: 11,275 shares on 08/15/2025 (gross proceeds $218,906.53), 18,700 shares on 07/15/2025 ($420,693.41), 5,858 shares on 06/30/2025 ($126,961.61), and 18,700 shares on 06/16/2025 ($416,060.95). The filer certifies no undisclosed material adverse information and references reliance on Rule 10b5-1 where applicable.
Insider sale reported by Clearwater Analytics CTO Souvik Das. The Form 4 shows Mr. Das executed sales of 10,000 shares of Class A common stock on September 8, 2025 at a weighted-average price of $20.575 per share. After the transactions he beneficially owned 121,549 shares, held directly. The filing states the sales were made under a Rule 10b5-1 trading plan adopted May 5, 2025, and the Form 4 was signed by an attorney-in-fact on September 10, 2025. No derivative transactions or other securities classes are reported in this filing.
Clearwater Analytics Holdings (CWAN) insider amendment: Souvik Das, Chief Technology Officer, reported a sale of 10,000 shares of Class A common stock on 08/20/2025 at $20 per share under a Rule 10b5-1 trading plan adopted May 5, 2025. After the reported sale, the filing shows 131,549 shares beneficially owned by Mr. Das. This filing is an amendment correcting a scrivener's error regarding the previously reported number of derivative securities; the amendment states the correction does not affect the previously reported transaction. The Form 4/A was signed by an attorney-in-fact on 09/10/2025.
Form 144 filed for Clearwater Analytics Holdings, Inc. (CWAN) reports a proposed sale of 10,000 common shares through Morgan Stanley Smith Barney, valued at $207,700, with an approximate sale date of 09/08/2025 on the NYSE. The filing shows the shares were acquired as Restricted Stock Units on 02/28/2024 and paid on that date. It also discloses two recent sales by the same person: a 10,000‑share 10b5‑1 sale on 08/20/2025 for $200,000 and a 5,273‑share sale on 06/30/2025 for $114,282.78. The filer affirms no undisclosed material adverse information and references Rule 10b5‑1 where applicable.
Clearwater Analytics Holdings, Inc. authorized a share repurchase program for up to $100 million of its outstanding Class A common stock. The company may buy shares from time to time in the open market or otherwise, including through Rule 10b5-1 trading plans, at prices and times it deems appropriate, subject to market conditions and other considerations.
The program complies with applicable legal requirements, does not obligate Clearwater to repurchase any specific number of shares, and may be modified or suspended at the company’s discretion. Information about actual repurchases will be reported in future Form 10-Q and 10-K filings, and the company has furnished a related press release as an exhibit.
Sandeep Sahai, CEO and Director of Clearwater Analytics Holdings, Inc. (CWAN), filed an amendment to Form 4 reporting option exercise and related share transactions on 08/20/2025. He exercised 7,094 stock options with an exercise price of $4.40 and acquired 7,094 Class A shares. To cover tax withholding, 4,056 shares were withheld. Separately, 3,038 shares were sold under a 10b5-1 plan at a weighted average price of $20.01, reducing his direct holdings. Following these transactions he beneficially owned 895,663 Class A shares and held 94,967 derivative securities representing underlying Class A shares.
Clearwater Analytics Holdings (CWAN) Chief Executive Officer and Director Sandeep Sahai reported option exercises and related share dispositions dated 08/22/2025. He exercised stock options that converted into 109,483 Class A shares at an exercise price of $4.40 per share. In connection with the exercise and settlement, 62,521 shares were withheld to satisfy tax-withholding obligations and 46,962 shares were sold under a Rule 10b5-1 trading plan adopted on September 9, 2024, at a weighted average sale price of $20.1209 per share.
Following these transactions, the reporting lines show beneficial ownership levels changing from 1,005,146 to 942,625 and then to 895,663 Class A shares across the reported rows; the filing also shows 651,684 underlying shares remaining from outstanding options. The disposition for tax withholding was mandated by the issuer and the sales were executed pursuant to the 10b5-1 plan. The Form 4 is signed by an attorney-in-fact on behalf of the reporting person.
Souvik Das, Chief Technology Officer of Clearwater Analytics Holdings, Inc. (CWAN), reported a sale of Class A common stock under a pre-established trading plan. The Form 4 shows 10,000 shares were sold on 08/20/2025 at $20.00 per share, leaving the reporting person with 132,549 shares beneficially owned after the transaction. The filing states the sales were effected pursuant to a Rule 10b5-1 trading plan adopted on May 5, 2025, and the Form 4 was signed by an attorney-in-fact on 08/21/2025.