Clearwater Analytics Holdings, Inc.
CWAN · Services-Prepackaged Software · 199.7M shares · -4%/yr ↓ buyback · EDGAR filings ↗
Reference price $24.30 · est. market cap ~$4.9B — last insider sale, 2026-06-15 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B68Investment-accounting SaaS — near breakeven with strong free cash flow and rapid growth.
Strengths
- Strong free cash flow, rapid growth — FCF $164M (50th), FCF margin 22%, revenue +62% (92nd)
- Good gross margin — 67%
Risks
- GAAP near-breakeven — operating margin -1%, net margin -5%
- Acquisition-integration risk — per 10-K
- Competition — per 10-K
Notable findings
- Debt accelerationRecent 8-K item 2.04 8-K ↗
- Fund exitedNotable fund(s) exited this quarter: VANGUARD GROUP INC
- Exec changeRecent 8-K item 5.02 8-K ↗
- Net lossNet loss (net margin -5.3%)
- Buying back stockNet buyback — share count -4%/yr over 4y
- Notable holderHeld by 4 notable fund(s): CITADEL ADVISORS LLC, STATE STREET CORP, GOLDMAN SACHS GROUP INC +1 more (as of 2026-03-31)
- Insider sellingInsider selling — 72 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$43M, last 6mo) Form 4 ↗
- Pending mergerImportant factors that could cause actual results, performance or achievements to differ materially from our expectations include, but are not limited to, the following: • if our proposed Merger doe
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
67.3%
Operating margin
-1.1%
Net margin
-5.3%
Return on equity
-1.9%
Return on assets
-1.3%
ROIC
-0.2%
Revenue growth (QoQ)
1.7%
Net-income growth
-109.1%
Debt / equity
0.4×
Net debt / EBITDA
9.3×
Current ratio
1.8×
Free cash flow
$164M
EBITDA
$78M
Tangible book value
$64M
Cash & investments
$91M
Stock comp / revenue
17.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-25 | Sethi Subi | Disposition | 388K | $24.55 |
| 2026-06-25 | Das Souvik | Disposition | 180K | $24.55 |
| 2026-06-25 | AIGRAIN JACQUES | Disposition | 20K | $24.55 |
| 2026-06-25 | Jones Lisa | Disposition | 27K | $24.55 |
| 2026-06-25 | Erickson Scott Stanley | Disposition | 155K | $24.55 |
| 2026-06-25 | Lee Eric J. | Option exercise | 220K | — |
| 2026-06-25 | Lee Eric J. | Option exercise | 220K | — |
| 2026-06-25 | Lee Eric J. | Disposition | 531K | $24.55 |
| 2026-06-25 | Hooper Christopher | Option exercise | 137K | — |
| 2026-06-25 | Hooper Christopher | Option exercise | 137K | — |
| 2026-06-25 | Hooper Christopher | Disposition | 242K | $24.55 |
| 2026-06-25 | Sahai Sandeep | Disposition | 1.4M | $24.55 |
| 2026-06-25 | Cox James S | Disposition | 480K | $24.55 |
| 2026-06-15 | MACKESY D SCOTT | Sell | 634K | $24.30 |
| 2026-06-15 | Hooper Christopher | Gift | 30K | — |
| 2026-06-08 | Das Souvik | Sell | 10K | $24.35 |
| 2026-05-28 | MACKESY D SCOTT | Conversion | 292K | — |
| 2026-05-28 | MACKESY D SCOTT | Conversion | 292K | — |
| 2026-05-08 | Das Souvik | Sell | 10K | $24.34 |
| 2026-04-15 | Cox James S | Option exercise | 3.8K | $4.40 |
| 2026-04-15 | Cox James S | Option exercise | 20K | $4.40 |
| 2026-04-15 | Cox James S | Sell | 7.4K | $24.07 |
| 2026-04-15 | Cox James S | Sell | 4.9K | $24.07 |
| 2026-04-15 | Cox James S | Tax withheld | 2.4K | $24.06 |
| 2026-04-15 | Cox James S | Tax withheld | 8.3K | $24.07 |
| 2026-04-15 | Cox James S | Tax withheld | 13K | $24.07 |
| 2026-04-15 | Cox James S | Sell | 1.4K | $24.06 |
| 2026-04-15 | Cox James S | Sell | 5.0K | $24.07 |
| 2026-04-15 | Cox James S | Option exercise | 13K | $4.40 |
| 2026-04-08 | Das Souvik | Sell | 10K | $24.01 |
| 2026-03-31 | Sahai Sandeep | Option exercise | 13K | — |
| 2026-03-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2026-03-31 | Sethi Subi | Option exercise | 27K | — |
| 2026-03-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2026-03-31 | Sethi Subi | Sell | 3.6K | $23.80 |
| 2026-03-31 | Sethi Subi | Sell | 3.6K | $23.80 |
| 2026-03-31 | Sethi Subi | Sell | 13K | $23.80 |
| 2026-03-31 | Das Souvik | Option exercise | 4.7K | — |
| 2026-03-31 | Das Souvik | Option exercise | 5.2K | — |
| 2026-03-31 | Das Souvik | Option exercise | 18K | — |
| 2026-03-31 | Das Souvik | Sell | 2.7K | $23.80 |
| 2026-03-31 | Das Souvik | Sell | 9.5K | $23.80 |
| 2026-03-31 | Das Souvik | Sell | 2.5K | $23.80 |
| 2026-03-31 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2026-03-31 | Erickson Scott Stanley | Option exercise | 5.2K | — |
| 2026-03-31 | Erickson Scott Stanley | Option exercise | 27K | — |
| 2026-03-31 | Erickson Scott Stanley | Sell | 14K | $23.80 |
| 2026-03-31 | Erickson Scott Stanley | Sell | 2.7K | $23.80 |
| 2026-03-31 | Erickson Scott Stanley | Sell | 1.7K | $23.80 |
| 2026-03-31 | Sahai Sandeep | Option exercise | 76K | — |
| 2026-03-31 | Sahai Sandeep | Option exercise | 22K | — |
| 2026-03-31 | Sahai Sandeep | Sell | 36K | $23.80 |
| 2026-03-31 | Sahai Sandeep | Sell | 10K | $23.80 |
| 2026-03-31 | Sahai Sandeep | Sell | 5.9K | $23.80 |
| 2026-03-31 | Cox James S | Option exercise | 3.1K | — |
| 2026-03-31 | Cox James S | Option exercise | 7.8K | — |
| 2026-03-31 | Cox James S | Option exercise | 27K | — |
| 2026-03-31 | Cox James S | Sell | 1.8K | $23.80 |
| 2026-03-31 | Cox James S | Sell | 4.5K | $23.80 |
| 2026-03-31 | Cox James S | Sell | 15K | $23.80 |
| 2026-03-16 | Cox James S | Option exercise | 37K | $4.40 |
| 2026-03-16 | Cox James S | Tax withheld | 24K | $23.32 |
| 2026-03-16 | Cox James S | Sell | 14K | $23.32 |
| 2026-03-16 | Cox James S | Sell | 5.0K | $23.37 |
| 2026-03-09 | Das Souvik | Sell | 10K | $23.37 |
| 2026-02-18 | Sethi Subi | Sell | 34K | $23.44 |
| 2026-02-18 | Sethi Subi | Option exercise | 46K | — |
| 2026-02-18 | Sethi Subi | Option exercise | 46K | — |
| 2026-02-18 | Sethi Subi | Option exercise | 73K | — |
| 2026-02-18 | Sethi Subi | Sell | 21K | $23.44 |
| 2026-02-18 | Sethi Subi | Sell | 21K | $23.44 |
| 2026-02-18 | Das Souvik | Option exercise | 28K | — |
| 2026-02-18 | Das Souvik | Option exercise | 30K | — |
| 2026-02-18 | Das Souvik | Option exercise | 110K | — |
| 2026-02-18 | Das Souvik | Sell | 15K | $23.44 |
| 2026-02-18 | Das Souvik | Sell | 58K | $23.44 |
| 2026-02-18 | Das Souvik | Sell | 16K | $23.44 |
| 2026-02-18 | Erickson Scott Stanley | Option exercise | 18K | — |
| 2026-02-18 | Erickson Scott Stanley | Option exercise | 30K | — |
| 2026-02-18 | Erickson Scott Stanley | Option exercise | 92K | — |
| 2026-02-18 | Erickson Scott Stanley | Sell | 9.7K | $23.44 |
| 2026-02-18 | Erickson Scott Stanley | Sell | 16K | $23.44 |
| 2026-02-18 | Erickson Scott Stanley | Sell | 49K | $23.44 |
| 2026-02-18 | Sahai Sandeep | Option exercise | 74K | — |
| 2026-02-18 | Sahai Sandeep | Option exercise | 129K | — |
| 2026-02-18 | Sahai Sandeep | Option exercise | 295K | — |
| 2026-02-18 | Sahai Sandeep | Sell | 35K | $23.44 |
| 2026-02-18 | Sahai Sandeep | Sell | 61K | $23.44 |
| 2026-02-18 | Sahai Sandeep | Sell | 139K | $23.44 |
| 2026-02-18 | Cox James S | Option exercise | 18K | — |
| 2026-02-18 | Cox James S | Option exercise | 46K | — |
| 2026-02-18 | Cox James S | Option exercise | 113K | — |
| 2026-02-18 | Cox James S | Sell | 9.7K | $23.44 |
| 2026-02-18 | Cox James S | Sell | 24K | $23.44 |
| 2026-02-18 | Cox James S | Sell | 60K | $23.44 |
| 2026-02-17 | Cox James S | Option exercise | 19K | $4.40 |
| 2026-02-17 | Cox James S | Option exercise | 3.5K | $4.40 |
| 2026-02-17 | Cox James S | Sell | 7.4K | $22.95 |
| 2026-02-17 | Cox James S | Sell | 1.4K | $23.17 |
| 2026-02-17 | Cox James S | Option exercise | 12K | $4.40 |
| 2026-02-17 | Cox James S | Sell | 4.9K | $22.95 |
| 2026-02-17 | Cox James S | Tax withheld | 11K | $22.95 |
| 2026-02-17 | Cox James S | Tax withheld | 2.1K | $23.17 |
| 2026-02-17 | Cox James S | Tax withheld | 7.4K | $22.95 |
| 2026-02-17 | Cox James S | Sell | 5.0K | $22.95 |
| 2026-02-09 | Das Souvik | Sell | 10K | $23.89 |
| 2026-01-15 | Cox James S | Option exercise | 3.5K | $4.40 |
| 2026-01-15 | Cox James S | Option exercise | 18K | $4.40 |
| 2026-01-15 | Cox James S | Option exercise | 12K | $4.40 |
| 2026-01-15 | Cox James S | Tax withheld | 2.1K | $24.14 |
| 2026-01-15 | Cox James S | Tax withheld | 7.3K | $24.14 |
| 2026-01-15 | Cox James S | Tax withheld | 11K | $24.14 |
| 2026-01-15 | Cox James S | Sell | 1.4K | $24.14 |
| 2026-01-15 | Cox James S | Sell | 4.9K | $24.14 |
| 2026-01-15 | Cox James S | Sell | 7.4K | $24.14 |
| 2026-01-15 | Cox James S | Sell | 5.0K | $24.14 |
| 2026-01-08 | Das Souvik | Sell | 10K | $24.08 |
| 2026-01-01 | Das Souvik | Sell | 5.0K | $24.09 |
| 2026-01-01 | Sethi Subi | Option exercise | 50K | — |
| 2026-01-01 | Sethi Subi | Option exercise | 18K | — |
| 2026-01-01 | Sethi Subi | Sell | 17K | $24.09 |
| 2026-01-01 | Sethi Subi | Sell | 8.3K | $24.09 |
| 2026-01-01 | Das Souvik | Option exercise | 75K | — |
| 2026-01-01 | Das Souvik | Option exercise | 9.4K | — |
| 2026-01-01 | Das Souvik | Option exercise | 4.7K | — |
| 2026-01-01 | Das Souvik | Sell | 34K | $24.09 |
| 2026-01-01 | Das Souvik | Sell | 2.5K | $24.09 |
| 2026-01-01 | Erickson Scott Stanley | Option exercise | 62K | — |
| 2026-01-01 | Erickson Scott Stanley | Option exercise | 31K | — |
| 2026-01-01 | Erickson Scott Stanley | Sell | 17K | $24.09 |
| 2026-01-01 | Erickson Scott Stanley | Sell | 27K | $24.09 |
| 2026-01-01 | Sahai Sandeep | Option exercise | 94K | — |
| 2026-01-01 | Sahai Sandeep | Option exercise | 201K | — |
| 2026-01-01 | Sahai Sandeep | Sell | 90K | $24.09 |
| 2026-01-01 | Sahai Sandeep | Sell | 45K | $24.09 |
| 2026-01-01 | Cox James S | Option exercise | 77K | — |
| 2026-01-01 | Cox James S | Option exercise | 53K | — |
| 2026-01-01 | Cox James S | Sell | 35K | $24.09 |
| 2026-01-01 | Cox James S | Sell | 28K | $24.09 |
| 2025-12-31 | Erickson Scott Stanley | Option exercise | 5.2K | — |
| 2025-12-31 | Erickson Scott Stanley | Sell | 2.8K | $24.08 |
| 2025-12-31 | Erickson Scott Stanley | Sell | 1.7K | $24.08 |
| 2025-12-31 | Das Souvik | Sell | 2.5K | $24.08 |
| 2025-12-31 | Das Souvik | Sell | 2.8K | $24.08 |
| 2025-12-31 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2025-12-31 | Das Souvik | Option exercise | 5.2K | — |
| 2025-12-31 | Das Souvik | Option exercise | 4.7K | — |
| 2025-12-31 | Sahai Sandeep | Option exercise | 22K | — |
| 2025-12-31 | Sahai Sandeep | Option exercise | 13K | — |
| 2025-12-31 | Sahai Sandeep | Sell | 6.0K | $24.08 |
| 2025-12-31 | Sahai Sandeep | Sell | 10K | $24.08 |
| 2025-12-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-12-31 | Sethi Subi | Sell | 3.7K | $24.08 |
| 2025-12-31 | Sethi Subi | Sell | 3.7K | $24.08 |
| 2025-12-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-12-31 | Cox James S | Option exercise | 3.1K | — |
| 2025-12-31 | Cox James S | Option exercise | 7.8K | — |
| 2025-12-31 | Cox James S | Sell | 4.2K | $24.08 |
| 2025-12-31 | Cox James S | Sell | 1.7K | $24.08 |
| 2025-12-17 | Cox James S | Option exercise | 19K | $4.40 |
| 2025-12-17 | Cox James S | Tax withheld | 11K | $22.00 |
| 2025-12-17 | Cox James S | Sell | 7.4K | $22.00 |
| 2025-12-15 | Cox James S | Tax withheld | 2.2K | $21.88 |
| 2025-12-15 | Cox James S | Option exercise | 12K | $4.40 |
| 2025-12-15 | Cox James S | Option exercise | 3.6K | $4.40 |
| 2025-12-15 | Cox James S | Sell | 4.9K | $21.34 |
| 2025-12-15 | Cox James S | Sell | 1.4K | $21.88 |
| 2025-12-15 | Cox James S | Tax withheld | 7.6K | $21.34 |
| 2025-12-15 | Cox James S | Sell | 5.0K | $21.34 |
| 2025-12-08 | Das Souvik | Sell | 10K | $21.59 |
| 2025-11-25 | Cox James S | Option exercise | 75K | $4.40 |
| 2025-11-25 | Cox James S | Sell | 30K | $22.00 |
| 2025-11-25 | Cox James S | Tax withheld | 46K | $22.00 |
| 2025-11-17 | Cox James S | Tax withheld | 2.3K | $19.54 |
| 2025-11-17 | Cox James S | Option exercise | 13K | $4.40 |
| 2025-11-17 | Cox James S | Sell | 5.0K | $19.77 |
| 2025-11-17 | Cox James S | Tax withheld | 7.9K | $19.77 |
| 2025-11-17 | Cox James S | Option exercise | 3.7K | $4.40 |
| 2025-11-17 | Cox James S | Sell | 1.4K | $19.54 |
| 2025-11-17 | Cox James S | Sell | 4.9K | $19.77 |
| 2025-11-12 | Das Souvik | Sell | 10K | $20.30 |
| 2025-11-12 | Das Souvik | Sell | 10K | $20.12 |
| 2025-10-15 | Cox James S | Sell | 5.0K | $18.05 |
| 2025-10-15 | Cox James S | Tax withheld | 11K | $17.92 |
| 2025-10-15 | Cox James S | Option exercise | 17K | $4.40 |
| 2025-10-15 | Cox James S | Sell | 6.3K | $17.92 |
| 2025-09-30 | Cox James S | Option exercise | 3.1K | — |
| 2025-09-30 | Das Souvik | Option exercise | 5.2K | — |
| 2025-09-30 | Das Souvik | Option exercise | 4.7K | — |
| 2025-09-30 | Das Souvik | Sell | 2.5K | $17.68 |
| 2025-09-30 | Das Souvik | Sell | 2.8K | $17.68 |
| 2025-09-30 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-09-30 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-09-30 | Sethi Subi | Sell | 3.7K | $17.68 |
| 2025-09-30 | Sethi Subi | Sell | 3.7K | $17.68 |
| 2025-09-30 | Das Souvik | Option exercise | 5.2K | — |
| 2025-09-30 | Das Souvik | Option exercise | 4.7K | — |
| 2025-09-30 | Das Souvik | Sell | 2.5K | $17.68 |
| 2025-09-30 | Das Souvik | Sell | 2.8K | $17.68 |
| 2025-09-30 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2025-09-30 | Erickson Scott Stanley | Option exercise | 5.2K | — |
| 2025-09-30 | Erickson Scott Stanley | Sell | 2.8K | $17.68 |
| 2025-09-30 | Erickson Scott Stanley | Sell | 1.7K | $17.68 |
| 2025-09-30 | Sahai Sandeep | Option exercise | 13K | — |
| 2025-09-30 | Sahai Sandeep | Option exercise | 22K | — |
| 2025-09-30 | Sahai Sandeep | Sell | 11K | $17.68 |
| 2025-09-30 | Sahai Sandeep | Sell | 6.0K | $17.68 |
| 2025-09-30 | Cox James S | Option exercise | 7.8K | — |
| 2025-09-30 | Cox James S | Sell | 4.2K | $17.68 |
| 2025-09-30 | Cox James S | Sell | 1.7K | $17.68 |
| 2025-09-15 | Cox James S | Option exercise | 3.7K | $4.40 |
| 2025-09-15 | Cox James S | Tax withheld | 2.3K | $19.71 |
| 2025-09-15 | Cox James S | Sell | 1.4K | $19.71 |
| 2025-09-15 | Cox James S | Sell | 4.9K | $19.48 |
| 2025-09-15 | Cox James S | Option exercise | 13K | $4.40 |
| 2025-09-15 | Cox James S | Tax withheld | 7.9K | $19.48 |
| 2025-09-15 | Cox James S | Sell | 5.0K | $19.48 |
| 2025-09-08 | Das Souvik | Sell | 10K | $20.57 |
| 2025-08-22 | Sahai Sandeep | Option exercise | 109K | $4.40 |
| 2025-08-22 | Sahai Sandeep | Tax withheld | 63K | $20.12 |
| 2025-08-22 | Sahai Sandeep | Sell | 47K | $20.12 |
| 2025-08-20 | Das Souvik | Sell | 10K | $20.00 |
| 2025-08-20 | Das Souvik | Sell | 10K | $20.00 |
| 2025-08-20 | Sahai Sandeep | Option exercise | 7.1K | $4.40 |
| 2025-08-20 | Sahai Sandeep | Tax withheld | 4.1K | $20.01 |
| 2025-08-20 | Sahai Sandeep | Sell | 3.0K | $20.01 |
| 2025-08-20 | Sahai Sandeep | Option exercise | 7.1K | $4.40 |
| 2025-08-20 | Sahai Sandeep | Tax withheld | 4.1K | $20.01 |
| 2025-08-20 | Sahai Sandeep | Sell | 3.0K | $20.01 |
| 2025-08-15 | Cox James S | Option exercise | 16K | $4.40 |
| 2025-08-15 | Cox James S | Tax withheld | 10K | $19.42 |
| 2025-08-15 | Cox James S | Sell | 6.3K | $19.42 |
| 2025-08-15 | Cox James S | Sell | 5.0K | $19.41 |
| 2025-07-15 | Cox James S | Option exercise | 35K | $4.40 |
| 2025-07-15 | Cox James S | Tax withheld | 21K | $22.55 |
| 2025-07-15 | Cox James S | Sell | 14K | $22.55 |
| 2025-07-15 | Cox James S | Sell | 5.0K | $22.36 |
| 2025-07-14 | Sahai Sandeep | Option exercise | 114K | $4.40 |
| 2025-07-14 | Sahai Sandeep | Tax withheld | 64K | $22.15 |
| 2025-07-14 | Sahai Sandeep | Sell | 50K | $22.15 |
| 2025-06-30 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2025-06-30 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-06-30 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-06-30 | Sethi Subi | Sell | 3.7K | $21.67 |
| 2025-06-30 | Sethi Subi | Sell | 3.7K | $21.67 |
| 2025-06-30 | Erickson Scott Stanley | Option exercise | 5.2K | — |
| 2025-06-30 | Erickson Scott Stanley | Sell | 2.8K | $21.67 |
| 2025-06-30 | Erickson Scott Stanley | Sell | 1.7K | $21.67 |
| 2025-06-30 | Das Souvik | Option exercise | 4.7K | — |
| 2025-06-30 | Das Souvik | Option exercise | 5.2K | — |
| 2025-06-30 | Das Souvik | Sell | 2.5K | $21.67 |
| 2025-06-30 | Das Souvik | Sell | 2.8K | $21.67 |
| 2025-06-30 | Cox James S | Option exercise | 7.8K | — |
| 2025-06-30 | Cox James S | Option exercise | 3.1K | — |
| 2025-06-30 | Cox James S | Sell | 4.2K | $21.67 |
| 2025-06-30 | Cox James S | Sell | 1.7K | $21.67 |
| 2025-06-30 | Sahai Sandeep | Option exercise | 13K | — |
| 2025-06-30 | Sahai Sandeep | Option exercise | 22K | — |
| 2025-06-30 | Sahai Sandeep | Sell | 10K | $21.67 |
| 2025-06-30 | Sahai Sandeep | Sell | 6.0K | $21.67 |
| 2025-06-23 | CORBET KATHLEEN A | Option exercise | 10K | — |
| 2025-06-23 | CORBET KATHLEEN A | Tax withheld | 2.5K | $21.65 |
| 2025-06-23 | Singh Jaswinder Pal | Option exercise | 10K | — |
| 2025-06-23 | Jones Lisa | Option exercise | 10K | — |
| 2025-06-23 | Jones Lisa | Tax withheld | 2.5K | $21.65 |
| 2025-06-23 | AIGRAIN JACQUES | Option exercise | 10K | — |
| 2025-06-23 | AIGRAIN JACQUES | Tax withheld | 2.5K | $21.65 |
| 2025-06-16 | Cox James S | Option exercise | 35K | $4.40 |
| 2025-06-16 | Cox James S | Tax withheld | 21K | $22.24 |
| 2025-06-16 | Cox James S | Sell | 14K | $22.24 |
| 2025-06-16 | Cox James S | Sell | 5.0K | $22.27 |
| 2025-06-13 | Sahai Sandeep | Option exercise | 114K | $4.40 |
| 2025-06-13 | Sahai Sandeep | Tax withheld | 64K | $22.25 |
| 2025-06-13 | Sahai Sandeep | Sell | 50K | $22.25 |
| 2025-06-12 | Hooper Christopher | Conversion | 112K | — |
| 2025-06-12 | Lee Eric J. | Conversion | 220K | — |
| 2025-06-12 | MACKESY D SCOTT | Conversion | 240K | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 8.0M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 6.1M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 14.1M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Sell | 14.1M | $24.07 |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 2.8M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 2.1M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 2.8M | — |
| 2025-06-12 | WCAS XIII CARBON ANALYTICS ACQUISITION, L.P. | Conversion | 2.1M | — |
| 2025-05-20 | CORBET KATHLEEN A | Sell | 13K | $23.66 |
| 2025-05-15 | Cox James S | Option exercise | 34K | $4.40 |
| 2025-05-15 | Cox James S | Tax withheld | 20K | $23.90 |
| 2025-05-15 | Cox James S | Sell | 14K | $23.90 |
| 2025-05-15 | Cox James S | Sell | 5.0K | $23.90 |
| 2025-05-13 | Sahai Sandeep | Option exercise | 111K | $4.40 |
| 2025-05-13 | Sahai Sandeep | Tax withheld | 61K | $24.29 |
| 2025-05-13 | Sahai Sandeep | Sell | 50K | $24.29 |
| 2025-04-15 | Cox James S | Option exercise | 34K | $4.40 |
| 2025-04-15 | Cox James S | Tax withheld | 21K | $23.18 |
| 2025-04-15 | Cox James S | Sell | 14K | $23.12 |
| 2025-04-15 | Cox James S | Sell | 5.0K | $23.32 |
| 2025-04-14 | Sahai Sandeep | Option exercise | 113K | $4.40 |
| 2025-04-14 | Sahai Sandeep | Tax withheld | 63K | $23.09 |
| 2025-04-14 | Sahai Sandeep | Sell | 50K | $23.09 |
| 2025-03-31 | Das Souvik | Tax withheld | 2.6K | $26.80 |
| 2025-03-31 | Cox James S | Option exercise | 3.1K | — |
| 2025-03-31 | Cox James S | Tax withheld | 1.6K | $26.80 |
| 2025-03-31 | Cox James S | Option exercise | 7.8K | — |
| 2025-03-31 | Cox James S | Tax withheld | 4.0K | $26.80 |
| 2025-03-31 | Sahai Sandeep | Option exercise | 13K | — |
| 2025-03-31 | Sahai Sandeep | Tax withheld | 5.7K | $26.80 |
| 2025-03-31 | Sahai Sandeep | Option exercise | 22K | — |
| 2025-03-31 | Sahai Sandeep | Tax withheld | 9.9K | $26.80 |
| 2025-03-31 | Das Souvik | Option exercise | 4.7K | — |
| 2025-03-31 | Das Souvik | Tax withheld | 2.4K | $26.80 |
| 2025-03-31 | Das Souvik | Option exercise | 5.2K | — |
| 2025-03-31 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2025-03-31 | Erickson Scott Stanley | Tax withheld | 1.6K | $26.80 |
| 2025-03-31 | Erickson Scott Stanley | Option exercise | 5.2K | — |
| 2025-03-31 | Erickson Scott Stanley | Tax withheld | 2.6K | $26.80 |
| 2025-03-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-03-31 | Sethi Subi | Tax withheld | 3.5K | $26.80 |
| 2025-03-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2025-03-31 | Sethi Subi | Tax withheld | 3.5K | $26.80 |
| 2025-03-17 | Cox James S | Sell | 5.0K | $26.60 |
| 2025-03-17 | CORBET KATHLEEN A | Sell | 7.5K | $26.47 |
| 2025-03-17 | Cox James S | Option exercise | 33K | $4.40 |
| 2025-03-17 | Cox James S | Tax withheld | 20K | $26.58 |
| 2025-03-17 | Cox James S | Sell | 14K | $26.58 |
| 2025-03-13 | Sahai Sandeep | Sell | 50K | $26.56 |
| 2025-03-13 | Sahai Sandeep | Tax withheld | 59K | $26.56 |
| 2025-03-13 | Sahai Sandeep | Option exercise | 109K | $4.40 |
| 2025-03-10 | Erickson Scott Stanley | Option exercise | 9.9K | $4.00 |
| 2025-03-10 | Erickson Scott Stanley | Tax withheld | 5.8K | $27.65 |
| 2025-03-10 | Erickson Scott Stanley | Sell | 4.1K | $27.65 |
| 2025-03-03 | Erickson Scott Stanley | Sell | 4.1K | $30.18 |
| 2025-03-03 | Erickson Scott Stanley | Tax withheld | 5.6K | $30.82 |
| 2025-03-03 | Erickson Scott Stanley | Sell | 117K | $30.80 |
| 2025-03-03 | Erickson Scott Stanley | Option exercise | 9.7K | $4.00 |
| 2025-02-19 | Sethi Subi | Option exercise | 67K | — |
| 2025-02-19 | Sethi Subi | Sell | 32K | $30.07 |
| 2025-02-19 | Sethi Subi | Option exercise | 42K | — |
| 2025-02-19 | Sethi Subi | Sell | 20K | $30.07 |
| 2025-02-19 | Das Souvik | Option exercise | 6.2K | — |
| 2025-02-19 | Das Souvik | Sell | 3.3K | $30.07 |
| 2025-02-19 | Das Souvik | Sell | 6.7K | $30.07 |
| 2025-02-19 | Das Souvik | Option exercise | 100K | — |
| 2025-02-19 | Das Souvik | Sell | 53K | $30.07 |
| 2025-02-19 | Das Souvik | Option exercise | 25K | — |
| 2025-02-19 | Das Souvik | Sell | 13K | $30.07 |
| 2025-02-19 | Cox James S | Option exercise | 71K | — |
| 2025-02-19 | Cox James S | Sell | 38K | $30.07 |
| 2025-02-19 | Cox James S | Option exercise | 103K | — |
| 2025-02-19 | Cox James S | Sell | 55K | $30.07 |
| 2025-02-19 | Cox James S | Sell | 8.9K | $30.07 |
| 2025-02-19 | Cox James S | Option exercise | 17K | — |
| 2025-02-19 | Das Souvik | Option exercise | 12K | — |
| 2025-02-19 | Erickson Scott Stanley | Option exercise | 42K | — |
| 2025-02-19 | Erickson Scott Stanley | Sell | 23K | $30.07 |
| 2025-02-19 | Erickson Scott Stanley | Option exercise | 83K | — |
| 2025-02-19 | Erickson Scott Stanley | Sell | 45K | $30.07 |
| 2025-02-19 | Erickson Scott Stanley | Option exercise | 17K | — |
| 2025-02-19 | Erickson Scott Stanley | Sell | 9.0K | $30.07 |
| 2025-02-19 | Sahai Sandeep | Option exercise | 125K | — |
| 2025-02-19 | Sahai Sandeep | Sell | 59K | $30.07 |
| 2025-02-19 | Sahai Sandeep | Option exercise | 269K | — |
| 2025-02-19 | Sahai Sandeep | Sell | 128K | $30.07 |
| 2025-02-19 | Sahai Sandeep | Option exercise | 67K | — |
| 2025-02-19 | Sahai Sandeep | Sell | 32K | $30.07 |
| 2025-02-19 | Sethi Subi | Option exercise | 23K | — |
| 2025-02-19 | Sethi Subi | Sell | 11K | $30.07 |
| 2025-02-18 | Cox James S | Option exercise | 33K | $4.40 |
| 2025-02-18 | Cox James S | Tax withheld | 19K | $27.33 |
| 2025-02-18 | Cox James S | Sell | 14K | $27.31 |
| 2025-02-18 | Cox James S | Sell | 5.0K | $27.37 |
| 2025-02-13 | Sahai Sandeep | Option exercise | 108K | $4.40 |
| 2025-02-13 | Sahai Sandeep | Tax withheld | 58K | $27.63 |
| 2025-02-13 | Sahai Sandeep | Sell | 50K | $27.63 |
| 2025-01-15 | Cox James S | Option exercise | 33K | $4.40 |
| 2025-01-15 | Cox James S | Tax withheld | 20K | $26.94 |
| 2025-01-15 | Cox James S | Sell | 14K | $26.95 |
| 2025-01-15 | Cox James S | Sell | 5.0K | $26.93 |
| 2025-01-13 | Sahai Sandeep | Option exercise | 110K | $4.40 |
| 2025-01-13 | Sahai Sandeep | Tax withheld | 60K | $25.89 |
| 2025-01-13 | Sahai Sandeep | Sell | 50K | $25.89 |
| 2025-01-01 | Das Souvik | Tax withheld | 2.4K | $27.52 |
| 2025-01-01 | Sahai Sandeep | Tax withheld | 42K | $27.52 |
| 2025-01-01 | Erickson Scott Stanley | Option exercise | 62K | — |
| 2025-01-01 | Erickson Scott Stanley | Tax withheld | 27K | $27.52 |
| 2025-01-01 | Erickson Scott Stanley | Option exercise | 31K | — |
| 2025-01-01 | Erickson Scott Stanley | Tax withheld | 16K | $27.52 |
| 2025-01-01 | Das Souvik | Option exercise | 75K | — |
| 2025-01-01 | Das Souvik | Tax withheld | 33K | $27.52 |
| 2025-01-01 | Das Souvik | Option exercise | 9.4K | — |
| 2025-01-01 | Das Souvik | Tax withheld | 4.8K | $27.52 |
| 2025-01-01 | Das Souvik | Option exercise | 4.7K | — |
| 2025-01-01 | Cox James S | Option exercise | 77K | — |
| 2025-01-01 | Cox James S | Tax withheld | 34K | $27.52 |
| 2025-01-01 | Cox James S | Option exercise | 53K | — |
| 2025-01-01 | Cox James S | Tax withheld | 27K | $27.52 |
| 2025-01-01 | Sethi Subi | Option exercise | 50K | — |
| 2025-01-01 | Sethi Subi | Tax withheld | 17K | $27.52 |
| 2025-01-01 | Sethi Subi | Option exercise | 18K | — |
| 2025-01-01 | Sethi Subi | Tax withheld | 7.9K | $27.52 |
| 2025-01-01 | Sahai Sandeep | Option exercise | 201K | — |
| 2025-01-01 | Sahai Sandeep | Tax withheld | 86K | $27.52 |
| 2025-01-01 | Sahai Sandeep | Option exercise | 94K | — |
| 2024-12-31 | Cox James S | Tax withheld | 1.6K | $27.52 |
| 2024-12-31 | Erickson Scott Stanley | Option exercise | 3.1K | — |
| 2024-12-31 | Sahai Sandeep | Option exercise | 13K | — |
| 2024-12-31 | Sahai Sandeep | Tax withheld | 5.7K | $27.52 |
| 2024-12-31 | Erickson Scott Stanley | Tax withheld | 1.6K | $27.52 |
| 2024-12-31 | Sethi Subi | Option exercise | 7.8K | — |
| 2024-12-31 | Sethi Subi | Tax withheld | 3.5K | $27.52 |
| 2024-12-31 | Cox James S | Option exercise | 3.1K | — |
| 2024-12-31 | Das Souvik | Option exercise | 4.7K | — |
| 2024-12-31 | Das Souvik | Tax withheld | 2.4K | $27.52 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-25 | Material agreement1.02Acquisition/dispositionDebt obligationDebt accelerationDelisting notice3.035.01Exec/director change5.03Reg FDExhibits | filing ↗ |
| 2026-06-22 | Reg FD | filing ↗ |
| 2026-05-07 | ResultsExhibits | filing ↗ |
| 2026-05-07 | Shareholder vote | filing ↗ |
| 2026-02-18 | ResultsExhibits | filing ↗ |
| 2026-02-17 | Reg FD | filing ↗ |
| 2026-01-23 | Other | filing ↗ |
| 2025-12-22 | Material agreementOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-25 | 2026-06-25 | 0001193125-26-282050 ↗ |
| 8-K | 2026-06-22 | 2026-06-19 | 0001193125-26-276714 ↗ |
| 10-Q | 2026-05-07 | 2026-03-31 | 0001866368-26-000019 ↗ |
| 8-K | 2026-05-07 | 2026-05-07 | 0001866368-26-000017 ↗ |
| 8-K | 2026-05-07 | 2026-05-06 | 0001193125-26-210384 ↗ |
| 10-K/A | 2026-04-01 | 2025-12-31 | 0001866368-26-000013 ↗ |
| 10-K | 2026-02-18 | 2025-12-31 | 0001866368-26-000011 ↗ |
| 8-K | 2026-02-18 | 2026-02-18 | 0001866368-26-000009 ↗ |
| 8-K | 2026-02-17 | 2026-02-13 | 0001866368-26-000004 ↗ |
| 8-K | 2026-01-23 | 2026-01-23 | 0001193125-26-021289 ↗ |
| 8-K | 2025-12-22 | 2025-12-20 | 0000950157-25-001016 ↗ |
| 10-Q | 2025-11-05 | 2025-09-30 | 0001866368-25-000031 ↗ |