D. Scott Mackesy - 28 May 2026 Form 4 Insider Report for Clearwater Analytics Holdings, Inc. (CWAN)

Reporting relationship: Director
Issuer ticker: CWAN
Reported as of: 28 May 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 01 Jun 2026, 21:27:33 UTC
Prior SEC filing: 16 Jun 2025
Next SEC filing: 17 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Alphonse Valbrune, as Attorney-in-Fact, for D Scott Mackesy

Key filing fact

D. Scott Mackesy filed Form 4 for Clearwater Analytics Holdings, Inc. (CWAN) on 01 Jun 2026.

Key facts

This page summarizes D. Scott Mackesy's Form 4 filing for Clearwater Analytics Holdings, Inc. (CWAN).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 01 Jun 2026, 21:27.

Change

Previous filing in this sequence was filed on 16 Jun 2025.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001212997 Primary reporting owner

MACKESY D SCOTT

Relationship: Director
Address: C/O CLEARWATER ANALYTICS HOLDINGS, INC., 777 W. MAIN STREET, SUITE 900, BOISE
Signature: /s/ Alphonse Valbrune, as Attorney-in-Fact, for D Scott Mackesy
Signature date: 01 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

CWAN transaction

Class B Common Stock

Conversion of derivative security

Transaction value
Shares: -292,180
Change %: -100%
Price
Shares after: 0
Date: 28 May 2026
Ownership: See Footnote
Footnotes: F1

CWAN transaction

Class A Common Stock

Conversion of derivative security

Transaction value
Shares: +292,180
Change %: +86%
Price
Shares after: 633,879
Date: 28 May 2026
Ownership: See Footnote
Footnotes: F1, F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

CWAN transaction Derivative

CWAN Holdings LLC Interests

Conversion of derivative security

Transaction value
Shares: -292,180
Change %: -100%
Price
Shares after: 0
Date: 28 May 2026
Ownership: See Footnote
Underlying class: Class A Common Stock
Underlying amount: 292,180
Exercise price
Footnotes: F1, F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Pursuant to the Third Amended and Restated Limited Liability Company Agreement of CWAN Holdings LLC and the Amended and Restated Certificate of Incorporation of Clearwater Analytics Holdings, Inc. (the "Issuer"), the Reporting Person exchanged 201,125 common units (the "LLC Interests") of CWAN Holdings, LLC directly held by the Reporting Person and 91,055 LLC Interests held by The D. Scott Mackesy 2014 Irrevocable Descendants Trust, together with an equal number of shares of Class B Common Stock of the Issuer, for an equal number of shares of Class A Common Stock of the Issuer for no consideration.

Footnote F2

The reported securities consist of 427,776 shares of Class A Common Stock held directly by the Reporting Person and 206,103 shares of Class A Common Stock held by The D. Scott Mackesy 2014 Irrevocable Descendants Trust.

Footnote F3

LLC Interests are exchangeable (together with the delivery for no consideration of an equal number of shares of Class B Common Stock) for an equal number of newly issued shares of Class A Common Stock from time to time, subject to customary adjustments, or, at the election of the Issuer, a cash payment equal to the 20 day volume weighted average price of shares of Class A Common Stock immediately prior to the applicable exchange date.