Clearwater Analytics Holdings, Inc.
US ˙ NYSE ˙ US1851231068

SecurityCWAN / Clearwater Analytics Holdings, Inc.
InsiderJames S Cox
This page shows the track record and history of Cox James S insider trades in Clearwater Analytics Holdings, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by James S Cox in CWAN / Clearwater Analytics Holdings, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2021-09-28 1,786 18.0000 1,786 18.0000 32,148 24 26.26 14,752 45.89

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CWAN / Clearwater Analytics Holdings, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by James S Cox in CWAN / Clearwater Analytics Holdings, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2025-06-30 4,184 21.6732 4,184 21.6732 90,681 81 18.2300 -14,406 -15.89
2025-06-30 1,674 21.6732 1,674 21.6732 36,281
2025-02-19 37,897 30.0707 37,897 30.0707 1,139,589
2025-02-19 55,001 30.0707 55,001 30.0707 1,653,919
2025-02-19 8,910 30.0707 8,910 30.0707 267,930

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CWAN / Clearwater Analytics Holdings, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.4762 -5,000 -97 338,964
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.4792 -4,870 -95 343,964
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.7100 -1,405 -28 348,834
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.7100 -2,270 -45 350,239
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.4792 -7,912 -154 352,509
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 3,675 16 360,421
2025-09-17 2025-09-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 12,782 56 356,746
2025-08-18 2025-08-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.4128 -5,000 -97 343,964
2025-08-18 2025-08-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.4171 -6,275 -122 348,964
2025-08-18 2025-08-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.4171 -10,210 -198 355,239
2025-08-18 2025-08-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 16,485 73 365,449
2025-07-16 2025-07-15 4 Cox James S CWAN Class A Common Stock S - Sale D 22.3635 -5,000 -112 348,964
2025-07-16 2025-07-15 4 Cox James S CWAN Class A Common Stock S - Sale D 22.5457 -13,700 -309 353,964
2025-07-16 2025-07-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 22.5457 -20,884 -471 367,664
2025-07-16 2025-07-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 34,584 152 388,548
2025-07-02 2025-06-30 4 Cox James S CWAN Class A Common Stock S - Sale D 21.6732 -1,674 -36 353,964
2025-07-02 2025-06-30 4 Cox James S CWAN Class A Common Stock S - Sale D 21.6732 -4,184 -91 355,638
2025-07-02 2025-06-30 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 359,822
2025-07-02 2025-06-30 4 Cox James S CWAN Class A Common Stock M - Exercise D 7,812 356,697
2025-06-18 2025-06-16 4 Cox James S CWAN Class A Common Stock S - Sale D 22.2728 -5,000 -111 348,885
2025-06-18 2025-06-16 4 Cox James S CWAN Class A Common Stock S - Sale D 22.2407 -13,700 -305 353,885
2025-06-18 2025-06-16 4 Cox James S CWAN Class A Common Stock F - Taxes D 22.2407 -21,000 -467 367,585
2025-06-18 2025-06-16 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 34,700 153 388,585
2025-05-16 2025-05-15 4 Cox James S CWAN Class A Common Stock S - Sale D 23.9042 -5,000 -120 353,885
2025-05-16 2025-05-15 4 Cox James S CWAN Class A Common Stock S - Sale D 23.9035 -13,700 -327 358,885
2025-05-16 2025-05-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 23.9035 -20,414 -488 372,585
2025-05-16 2025-05-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 34,114 150 392,999
2025-04-17 2025-04-15 4 Cox James S CWAN Class A Common Stock S - Sale D 23.3200 -5,000 -117 358,885
2025-04-17 2025-04-15 4 Cox James S CWAN Class A Common Stock S - Sale D 23.1214 -13,700 -317 363,885
2025-04-17 2025-04-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 23.1758 -20,658 -479 377,585
2025-04-17 2025-04-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 34,358 151 398,243
2025-04-02 2025-03-31 4 Cox James S CWAN Class A Common Stock F - Taxes D 26.8000 -3,968 -106 363,885
2025-04-02 2025-03-31 4 Cox James S CWAN Class A Common Stock M - Exercise D 7,813 367,853
2025-04-02 2025-03-31 4 Cox James S CWAN Class A Common Stock F - Taxes D 26.8000 -1,587 -43 360,040
2025-04-02 2025-03-31 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 361,627
2025-03-18 2025-03-17 4 Cox James S CWAN Class A Common Stock S - Sale D 26.5990 -5,000 -133 358,502
2025-03-18 2025-03-17 4 Cox James S CWAN Class A Common Stock S - Sale D 26.5788 -13,700 -364 363,502
2025-03-18 2025-03-17 4 Cox James S CWAN Class A Common Stock F - Taxes D 26.5788 -19,657 -522 377,202
2025-03-18 2025-03-17 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 33,357 147 396,859
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock M - Exercise D 16,667 363,502
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock S - Sale D 30.0707 -8,910 -268 346,835
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock S - Sale D 30.0707 -55,001 -1,654 355,745
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock M - Exercise D 102,892 410,746
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock S - Sale D 30.0707 -37,897 -1,140 307,854
2025-02-21 2025-02-19 4 Cox James S CWAN Class A Common Stock M - Exercise D 70,894 345,751
2025-02-18 2025-02-18 4 Cox James S CWAN Class A Common Stock S - Sale D 27.3707 -5,000 -137 274,857
2025-02-18 2025-02-18 4 Cox James S CWAN Class A Common Stock S - Sale D 27.3143 -13,700 -374 279,857
2025-02-18 2025-02-18 4 Cox James S CWAN Class A Common Stock F - Taxes D 27.3294 -19,476 -532 293,557
2025-02-18 2025-02-18 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 33,176 146 313,033
2025-01-17 2025-01-15 4 Cox James S CWAN Class A Common Stock S - Sale D 26.9315 -5,000 -135 279,857
2025-01-17 2025-01-15 4 Cox James S CWAN Class A Common Stock S - Sale D 26.9466 -13,700 -369 284,857
2025-01-17 2025-01-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 26.9426 -19,568 -527 298,557
2025-01-17 2025-01-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 33,268 146 318,125
2025-01-03 2025-01-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 27.5200 -27,001 -743 284,857
2025-01-03 2025-01-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 53,171 311,858
2025-01-03 2025-01-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 27.5200 -34,068 -938 258,687
2025-01-03 2025-01-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 77,170 292,755
2025-01-03 2024-12-31 4 Cox James S CWAN Class A Common Stock F - Taxes D 27.5200 -1,584 -44 215,585
2025-01-03 2024-12-31 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 217,169
2024-12-17 2024-12-16 4 Cox James S CWAN Class A Common Stock S - Sale D 29.6509 -5,000 -148 214,044
2024-12-17 2024-12-16 4 Cox James S CWAN Class A Common Stock S - Sale D 29.6529 -13,700 -406 219,044
2024-12-17 2024-12-16 4 Cox James S CWAN Class A Common Stock F - Taxes D 29.6529 -18,918 -561 232,744
2024-12-17 2024-12-16 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 32,618 144 251,662
2024-11-18 2024-11-15 4 Cox James S CWAN Class A Common Stock S - Sale D 30.3336 -5,000 -152 219,044
2024-11-18 2024-11-15 4 Cox James S CWAN Class A Common Stock S - Sale D 30.3390 -13,700 -416 224,044
2024-11-18 2024-11-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 30.3390 -18,790 -570 237,744
2024-11-18 2024-11-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 32,490 143 256,534
2024-10-16 2024-10-15 4 Cox James S CWAN Class A Common Stock S - Sale D 26.1695 -5,000 -131 224,044
2024-10-16 2024-10-15 4 Cox James S CWAN Class A Common Stock S - Sale D 26.1551 -13,700 -358 229,044
2024-10-16 2024-10-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 26.1551 -19,697 -515 242,744
2024-10-16 2024-10-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 33,397 147 262,441
2024-10-01 2024-09-30 4 Cox James S CWAN Class A Common Stock F - Taxes D 25.2500 -1,584 -40 229,044
2024-10-01 2024-09-30 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 230,628
2024-09-17 2024-09-16 4 Cox James S CWAN Class A Common Stock S - Sale D 24.4656 -5,000 -122 227,503
2024-09-17 2024-09-16 4 Cox James S CWAN Class A Common Stock S - Sale D 24.4333 -13,700 -335 232,503
2024-09-17 2024-09-16 4 Cox James S CWAN Class A Common Stock F - Taxes D 24.4333 -20,179 -493 246,203
2024-09-17 2024-09-16 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 33,879 149 266,382
2024-08-19 2024-08-15 4 Cox James S CWAN Class A Common Stock S - Sale D 23.6446 -13,700 -324 232,503
2024-08-19 2024-08-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 23.6446 -20,429 -483 246,203
2024-08-19 2024-08-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 34,129 150 266,632
2024-08-02 2024-08-01 4 Cox James S CWAN Class A Common Stock S - Sale D 22.0226 -14,850 -327 232,503
2024-08-02 2024-08-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 22.0226 -22,778 -502 247,353
2024-08-02 2024-08-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 37,628 166 270,131
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock S - Sale D 18.9269 -5,000 -95 232,503
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock S - Sale D 18.9205 -100 -2 237,503
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock F - Taxes D 18.9205 -165 -3 237,603
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 265 1 237,768
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock S - Sale D 18.9205 -6,175 -117 237,503
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock F - Taxes D 18.9205 -10,140 -192 243,678
2024-07-17 2024-07-15 4/A Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 16,315 72 253,818
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock S - Sale D 18.9269 -5,000 -95 232,503
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock S - Sale D 18.9205 -100 -2 237,503
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 18.9205 -165 -3 237,603
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 265 1 237,768
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock S - Sale D 18.9205 -6,175 -117 237,503
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock F - Taxes D 18.9205 -10,140 -192 243,678
2024-07-16 2024-07-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 16,315 72 253,818
2024-07-01 2024-06-30 4 Cox James S CWAN Class A Common Stock F - Taxes D 18.5200 -1,584 -29 237,503
2024-07-01 2024-06-30 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 239,087
2024-06-12 2024-06-10 4 Cox James S CWAN Class A Common Stock S - Sale D 20.1012 -6,275 -126 235,962
2024-06-12 2024-06-10 4 Cox James S CWAN Class A Common Stock F - Taxes D 20.1012 -9,659 -194 242,237
2024-06-12 2024-06-10 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 15,934 70 251,896
2024-04-04 2024-03-31 4 Cox James S CWAN Class A Common Stock F - Taxes D 17.6900 -1,584 -28 235,962
2024-04-04 2024-03-31 4 Cox James S CWAN Class A Common Stock M - Exercise D 3,125 237,546
2024-03-01 2024-02-28 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.4400 -35,929 -698 234,421
2024-03-01 2024-02-28 4 Cox James S CWAN Class A Common Stock M - Exercise D 70,893 270,350
2024-03-01 2024-02-28 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.4400 -52,147 -1,014 199,457
2024-03-01 2024-02-28 4 Cox James S CWAN Class A Common Stock M - Exercise D 102,893 251,604
2024-02-21 2024-02-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.7374 -10,000 -197 148,711
2024-02-21 2024-02-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 158,711
2024-01-18 2024-01-16 4 Cox James S CWAN Class A Common Stock S - Sale D 19.9459 -10,000 -199 148,711
2024-01-18 2024-01-16 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 158,711
2024-01-03 2024-01-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 20.0300 -32,054 -642 148,711
2024-01-03 2024-01-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 77,170 180,765
2024-01-03 2024-01-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 20.0300 -26,947 -540 103,595
2024-01-03 2024-01-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 53,170 130,542
2023-12-19 2023-12-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.6431 -10,000 -196 77,372
2023-12-19 2023-12-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-11-16 2023-11-15 4 Cox James S CWAN Class A Common Stock S - Sale D 21.3351 -10,000 -213 77,372
2023-11-16 2023-11-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-10-17 2023-10-16 4 Cox James S CWAN Class A Common Stock S - Sale D 19.6495 -10,000 -196 77,372
2023-10-17 2023-10-16 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-09-19 2023-09-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.1412 -10,000 -191 77,372
2023-09-19 2023-09-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-09-01 2023-08-30 4 Cox James S CWAN Class A Common Stock S - Sale D 17.9268 -10,000 -179 77,372
2023-09-01 2023-08-30 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-08-07 2023-08-04 4 Cox James S CWAN Class A Common Stock S - Sale D 17.9255 -10,000 -179 77,372
2023-08-07 2023-08-04 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 87,372
2023-08-07 2023-08-04 4 Cox James S CWAN Class A Common Stock S - Sale D 17.9255 -39,500 -708 77,372
2023-08-07 2023-08-04 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 39,500 174 116,872
2023-08-07 2023-08-03 4 Cox James S CWAN Class A Common Stock S - Sale D 17.8880 -500 -9 77,372
2023-08-07 2023-08-03 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 500 2 77,872
2023-02-22 2023-02-21 4 Cox James S CWAN Class A Common Stock F - Taxes D 19.1200 -29,585 -566 77,372
2023-02-22 2023-02-21 4 Cox James S CWAN Class A Common Stock M - Exercise D 70,894 106,957
2023-02-16 2023-02-15 4 Cox James S CWAN Class A Common Stock S - Sale D 19.3432 -10,000 -193 36,063
2023-02-16 2023-02-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 46,063
2023-01-18 2023-01-17 4 Cox James S CWAN Class A Common Stock S - Sale D 18.5266 -10,000 -185 36,063
2023-01-18 2023-01-17 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 46,063
2023-01-04 2023-01-01 4 Cox James S CWAN Class A Common Stock F - Taxes D 18.7500 -18,894 -354 36,063
2023-01-04 2023-01-01 4 Cox James S CWAN Class A Common Stock M - Exercise D 53,171 54,957
2022-12-15 2022-12-15 4 Cox James S CWAN Class A Common Stock S - Sale D 17.9482 -10,000 -179 1,786
2022-12-15 2022-12-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 11,786
2022-11-16 2022-11-11 4/A Cox James S CWAN Class A Common Stock S - Sale D 17.9043 -50,000 -895 1,786
2022-11-16 2022-11-11 4/A Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 50,000 220 51,786
2022-11-16 2022-11-15 4 Cox James S CWAN Class A Common Stock S - Sale D 18.5413 -10,000 -185 1,786
2022-11-16 2022-11-15 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 10,000 44 11,786
2022-11-14 2022-11-11 4 Cox James S CWAN Class A Common Stock S - Sale D 17.9043 -50,000 -895 1,786
2022-11-14 2022-11-11 4 Cox James S CWAN Class A Common Stock M - Exercise D 4.4000 50,000 220 51,786
2021-09-30 2021-09-28 4 Cox James S CWAN Restricted Stock Units A - Award D 212,682 212,682
2021-09-30 2021-09-28 4 Cox James S CWAN Class A Common Stock P - Purchase D 18.0000 1,786 32 1,786
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)