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Clearwater Analytics Hldgs Inc SEC Filings

CWAN NYSE

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 (CWAN) runs a subscription-based, cloud platform that automates investment data for insurers, asset managers, and treasuries. Because recurring SaaS margins, client retention rates, and annual contract value are buried deep in each filing, understanding Clearwater Analytics SEC documents with AI is the fastest way to gauge the health of its business.

Stock Titan surfaces those details instantly. Whether you are comparing one quarter鈥檚 ARR in the Clearwater Analytics quarterly earnings report 10-Q filing or scanning a Clearwater Analytics annual report 10-K simplified for churn and gross margin, our AI summarizes the numbers and links directly to the relevant page. AG真人官方-time alerts flag every Clearwater Analytics 8-K material events explained, while Clearwater Analytics Form 4 insider transactions real-time reveal when leaders adjust their holdings. Type questions like 鈥淗ow do I read Clearwater Analytics proxy statement executive compensation?鈥� or 鈥淭rack Clearwater Analytics executive stock transactions Form 4鈥� and arrive here鈥攚ith answers.

Inside this hub you鈥檒l find:

  • AI-powered highlights that translate GAAP footnotes into plain English
  • Side-by-side charts for Clearwater Analytics earnings report filing analysis across periods
  • Instant notifications for Clearwater Analytics insider trading Form 4 transactions
  • Complete history of S-8 registrations, 13G/D ownership shifts, and every amendment

From subscription revenue disclosures to software development capitalization, Stock Titan keeps every Clearwater Analytics SEC filings explained simply, updated the moment EDGAR publishes. Explore, compare, and make confident decisions鈥攚ithout wading through hundreds of pages.

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Form 4 filing for KORU Medical Systems, Inc. (KRMD) discloses that director Shahriar Matin acquired 4,189 shares of common stock on 07/02/2025 at a reported price of $3.58 per share. Following the transaction, Matin鈥檚 direct ownership increased to 87,604 shares. No derivative security activity or additional explanatory notes beyond the standard boiler-plate language were provided. The filing was signed by Attorney-in-Fact Thomas Adams.

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Form 4 filing for KORU Medical Systems, Inc. (KRMD) discloses that director Shahriar Matin acquired 4,189 shares of common stock on 07/02/2025 at a reported price of $3.58 per share. Following the transaction, Matin鈥檚 direct ownership increased to 87,604 shares. No derivative security activity or additional explanatory notes beyond the standard boiler-plate language were provided. The filing was signed by Attorney-in-Fact Thomas Adams.

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Form 4 filing for KORU Medical Systems, Inc. (KRMD) discloses that director Shahriar Matin acquired 4,189 shares of common stock on 07/02/2025 at a reported price of $3.58 per share. Following the transaction, Matin鈥檚 direct ownership increased to 87,604 shares. No derivative security activity or additional explanatory notes beyond the standard boiler-plate language were provided. The filing was signed by Attorney-in-Fact Thomas Adams.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked individually to the Nasdaq-100 (NDX), Russell 2000 (RTY) and S&P 500 (SPX) indices. The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Key commercial terms are still preliminary and will be finalized on or about July 28 2025, with settlement expected on July 31 2025 and maturity on August 2 2028.

  • Automatic call feature: If on any non-final Review Date (July 31 2026 or July 28 2027) the closing level of each index is at or above 100 % of its Initial Value, the notes will be redeemed early for $1,000 plus the applicable Call Premium Amount (鈮� 12.55 % or 鈮� 25.10 %).
  • Upside participation at maturity: If not called and all three indices finish above their Initial Values on the final Review Date, investors receive 1.50脳 the percentage gain of the worst-performing index (uncapped).
  • Barrier protection: 70 % of Initial Value for each index. If any index closes below its barrier on the final Review Date, principal is reduced one-for-one with the decline of the worst performer, exposing investors to losses up to 100 %.
  • Indicative economics: Estimated value today is $945.30 per $1,000 note (minimum 鈮� $900.00), reflecting selling commissions (鈮� $30) and structuring/hedging costs included in the $1,000 issue price.
  • Liquidity & credit: The notes will not be listed; secondary prices depend on JPMS bid. Payment is subject to the credit of both the issuer and guarantor.

Investors forgo periodic coupons and dividends, face potential early redemption that caps upside, and assume index, market-volatility, credit and liquidity risks as detailed in the extensive 鈥淪elected Risk Considerations.鈥�

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Form 4 filing for Apollo Global Management, Inc. (APO): Director Mitra O鈥橬eill (professionally known as Mitra Hormozi) reported the grant of 1,446 restricted stock units (RSUs) on 07/01/2025 under the company鈥檚 2019 Omnibus Equity Incentive Plan. Each RSU converts into one share of APO common stock upon vesting, with settlement deferred until the director leaves the board. Following the award, the director鈥檚 direct holdings total 30,344 shares (including 7,049 RSUs already held). In addition, 2,500 shares are indirectly held through an entity controlled by the director鈥檚 spouse. No shares were sold, no cash changed hands, and no derivative securities were involved. This filing reflects routine, service-based equity compensation aimed at aligning director interests with shareholders rather than signaling a change in company fundamentals.

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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.

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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.

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Clearwater Analytics Holdings, Inc. (CWAN) 鈥� 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鈥檚 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鈥檚 public float and therefore unlikely, by themselves, to affect share price or liquidity.

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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.

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Cronos Group Inc. (NASDAQ: CRON) filed an 8-K to disclose the voting results of its 20 June 2025 Annual Meeting of Shareholders.

  • Director elections: All seven nominees were re-elected. Support ranged from 92.4 % for President & CEO Michael Gorenstein (206.2 m for / 17.0 m withheld) to 97.0 % for Dominik Meier (216.4 m for / 6.8 m withheld). Broker non-votes totaled 53.8 m shares and did not affect outcomes.
  • Say-on-pay: The advisory resolution approving 2024 executive compensation passed with 210.1 m votes in favor (94.1 %), 12.6 m against and 0.5 m abstentions.
  • Auditor re-appointment: Davidson & Company LLP was re-appointed for FY 2025 with 273.0 m votes in favor (98.6 %) and 4.0 m withheld. The Board is authorized to fix remuneration.

The filing contains no new financial guidance, earnings data or transactional announcements. The strong shareholder support across all proposals indicates broad confidence in current leadership and governance practices.

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FAQ

What is the current stock price of Clearwater Analytics Hldgs (CWAN)?

The current stock price of Clearwater Analytics Hldgs (CWAN) is $21.77 as of July 2, 2025.

What is the market cap of Clearwater Analytics Hldgs (CWAN)?

The market cap of Clearwater Analytics Hldgs (CWAN) is approximately 5.9B.

What is the core business of Clearwater Analytics Holdings Inc?

Clearwater Analytics provides a cloud-based SaaS solution that automates investment data aggregation, reconciliation, accounting, and reporting for financial institutions.

Which customer segments does Clearwater Analytics serve?

Its platform is utilized by insurers, asset and wealth managers, corporations, institutional investors, and government entities.

How does Clearwater Analytics generate revenue?

The company earns revenue primarily through subscription-based access to its SaaS platform, along with services for implementation, maintenance, support, and licensing.

What makes Clearwater Analytics' technology unique?

Its single-instance, multi-tenant architecture enables scalable automation of the entire investment lifecycle, integrating data aggregation, reporting, and analytics in one platform.

How does Clearwater Analytics help reduce operational risk?

By automating data reconciliation and providing a consolidated, real-time view of portfolio information, it minimizes manual intervention and reduces the risk of errors.

What are some of the key features of its platform?

The platform includes automated data aggregation, comprehensive reporting, advanced analytics, customizable dashboards, and integrated compliance and risk management tools.

How does the platform support regulatory compliance?

Clearwater Analytics embeds rigorous security, audit trails, and real-time monitoring capabilities to ensure all data is processed and reported in compliance with applicable regulations.

How does Clearwater Analytics differentiate itself from other financial software providers?

Its integrated, end-to-end solution reduces the need for multiple systems by combining investment management, accounting, and reporting under a unified platform with a focus on automation and ease of use.
Clearwater Analytics Hldgs Inc

NYSE:CWAN

CWAN Rankings

CWAN Stock Data

5.89B
256.50M
1.12%
104.99%
2.89%
Software - Application
Services-prepackaged Software
United States
BOISE