Scott Stanley Erickson - 25 Jun 2026 Form 4 Insider Report for Clearwater Analytics Holdings, Inc. (CWAN)

Reporting relationship: Chief Revenue Officer
Issuer ticker: CWAN
Reported as of: 25 Jun 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 25 Jun 2026, 20:21:05 UTC
Prior SEC filing: 02 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/ Alphonse Valbrune, as Attorney-in-Fact, for Scott Stanley Erickson

Key filing fact

Scott Stanley Erickson filed Form 4 for Clearwater Analytics Holdings, Inc. (CWAN) on 25 Jun 2026.

Key facts

This page summarizes Scott Stanley Erickson's Form 4 filing for Clearwater Analytics Holdings, Inc. (CWAN).
14 reported transactions and 13 derivative rows are listed below.
Accepted by SEC: 25 Jun 2026, 20:21.

Change

Previous filing in this sequence was filed on 02 Apr 2026.
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 0001879936 Primary reporting owner

Erickson Scott Stanley

Relationship: Chief Revenue Officer
Address: C/O CLEARWATER ANALYTICS HOLDINGS, INC., 777 W. MAIN STREET, SUITE 900, BOISE
Signature: /s/ Alphonse Valbrune, as Attorney-in-Fact, for Scott Stanley Erickson
Signature date: 25 Jun 2026

Reported non-derivative transactions

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

CWAN transaction

Class A Common Stock

Disposed to Issuer

Transaction value
Shares: -155,119
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Footnotes: F1

Reported derivative securities

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

CWAN transaction Derivative

Performance Stock Units

Award

Transaction value
Shares: +18,333
Change %
Price: $24.55^*
Shares after: 18,333
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 18,333
Exercise price: $0.000000
Footnotes: F2, F3

CWAN transaction Derivative

Performance Stock Units

Award

Transaction value
Shares: +60,500
Change %
Price: $24.55^*
Shares after: 60,500
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 60,500
Exercise price: $0.000000
Footnotes: F2, F3

CWAN transaction Derivative

Performance Stock Units

Disposed to Issuer

Transaction value
Shares: -18,333
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 18,333
Exercise price: $0.000000
Footnotes: F2, F3

CWAN transaction Derivative

Performance Stock Units

Disposed to Issuer

Transaction value
Shares: -60,500
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 60,500
Exercise price: $0.000000
Footnotes: F2, F3

CWAN transaction Derivative

Restricted Stock Units

Disposed to Issuer

Transaction value
Shares: -62,500
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 62,500
Exercise price: $0.000000
Footnotes: F3, F4

CWAN transaction Derivative

Restricted Stock Units

Disposed to Issuer

Transaction value
Shares: -21,875
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 21,875
Exercise price: $0.000000
Footnotes: F3, F5

CWAN transaction Derivative

Restricted Stock Units

Disposed to Issuer

Transaction value
Shares: -56,719
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 56,719
Exercise price: $0.000000
Footnotes: F3, F6

CWAN transaction Derivative

Restricted Stock Units

Disposed to Issuer

Transaction value
Shares: -188,984
Change %: -100%
Price: $24.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 188,984
Exercise price: $0.000000
Footnotes: F3, F5

CWAN transaction Derivative

Stock Options (right to buy)

Disposed to Issuer

Transaction value
Shares: -165,772
Change %: -100%
Price: $20.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 165,772
Exercise price: $4.00
Footnotes: F3, F7

CWAN transaction Derivative

Stock Options (right to buy)

Disposed to Issuer

Transaction value
Shares: -69,338
Change %: -100%
Price: $20.55^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 69,338
Exercise price: $4.00
Footnotes: F3, F7

CWAN transaction Derivative

Stock Options (right to buy)

Disposed to Issuer

Transaction value
Shares: -42,294
Change %: -100%
Price: $20.15^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 42,294
Exercise price: $4.40
Footnotes: F3, F7

CWAN transaction Derivative

Stock Options (right to buy)

Disposed to Issuer

Transaction value
Shares: -103,619
Change %: -100%
Price: $20.15^*
Shares after: 0
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 103,619
Exercise price: $4.40
Footnotes: F3, F7

CWAN transaction Derivative

Stock Options (right to buy)

Disposed to Issuer

Transaction value
Shares: -157,495
Change %: -36%
Price: $12.15^*
Shares after: 280,005
Date: 25 Jun 2026
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 157,495
Exercise price: $12.40
Footnotes: F3, F7

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

Additional SEC filing notes

Filing notes and footnotes

Section 16 status

Scott Stanley Erickson is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.

Explanation of responses 7 footnotes

Footnote F1

The reported securities were disposed of pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement"), dated as of December 20, 2025, by and among the Issuer, GT Silver BidCo, Inc. ("Parent") and GT Silver Merger Sub, Inc., a wholly-owned subsidiary of Parent. Under the terms of the Merger Agreement, each share of the Issuer's Class A Common Stock ("Common Stock") issued and outstanding immediately prior to the effective time of the Merger (the "Effective Time") was converted into the right to receive an amount in cash equal to $24.55 per share, without interest (the "Merger Consideration").

Footnote F2

The reported Performance Stock Units ("PSUs") had their performance conditions deemed achieved at 110% of target pursuant to the terms of the Merger Agreement, but remain subject to any time-vesting conditions.

Footnote F3

At the Effective Time, all outstanding options to purchase shares of Common Stock ("Options") and Restricted Stock Units ("RSUs") held by non-employee directors were canceled in exchange for a cash payment equal to the Merger Consideration multiplied by the number of shares of Common Stock subject to the award, less the aggregate exercise price in the case of any Options. In the case of PSUs and RSUs not held by non-employee directors, the awards were also canceled in exchange for a cash payment, calculated in the same manner as for RSUs held by non-employee directors, but the resulting cash payment will be subject to the time-vesting terms and conditions that applied to the underlying award immediately prior to the Effective Time. At the Effective Time, a portion of the reported Options became options to purchase shares of an affiliate of Parent.

Footnote F4

The reported RSUs were scheduled to vest on January 1, 2027.

Footnote F5

The reported RSUs were scheduled to vest in equal installments at the end of each 3-month period following June 30, 2026 and until December 31, 2027.

Footnote F6

The reported RSUs were scheduled to vest in equal installments at the end of each 3-month period following June 30, 2026 and until December 31, 2028.

Footnote F7

The reported Options were all fully vested.