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Name

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$ Value

# Shares

Avg. Price

Title

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Chief Financial Officer

Chief Client Officer

Chief Technology Officer

Chief Executive Officer

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services to insurers, investment managers, corporations, institutional investors, and government entities in the United States and internationally. It offers investment accounting and reporting, performance measurement, compliance monitoring, and risk analytics solutions. The company's Clearwater Prism SaaS-based data and reporting platform for investment data delivers a range of product modules, including Prism reporting and statements, Prism connectors, Prism data ops, and Prism managed services. It also provides portfolio management and order management, performance, unit-linked funds, and full trade life cycle, as well as provides modular front, middle and back-office solution to investment managers, private banks, and insurers. The company was founded in 2004 and is headquartered in Boise, Idaho.

Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregatio...

Datesorted ascending	Name	Buy/Sell	$ Value	# Shares	Avg. Price	Title
2024-03-31	Premium	sold (taxes)	Premium	Premium	Premium	See Remarks
2024-03-31	Premium	sold (taxes)	Premium	Premium	Premium	Chief Financial Officer
2024-03-31	Premium	acquired	Premium	Premium	Premium	Chief Client Officer
2024-03-31	Premium	acquired	Premium	Premium	Premium	See Remarks
2024-03-31	Premium	sold (taxes)	Premium	Premium	Premium	Chief Client Officer
2024-03-31	Premium	acquired	Premium	Premium	Premium	Chief Technology Officer
2024-03-31	Premium	acquired	Premium	Premium	Premium	Chief Financial Officer
2024-03-31	Premium	sold (taxes)	Premium	Premium	Premium	Chief Executive Officer
2024-03-31	Premium	sold (taxes)	Premium	Premium	Premium	Chief Technology Officer
2024-03-31	Premium	acquired	Premium	Premium	Premium	Chief Executive Officer
2024-03-11	Premium	sold	Premium	Premium	Premium	-
2024-03-11	Premium	acquired	Premium	Premium	Premium	-
2024-03-11	Premium	sold	Premium	Premium	Premium	-
2024-03-11	Premium	sold	Premium	Premium	Premium	-
2024-03-11	Premium	sold	Premium	Premium	Premium	-
2024-03-11	Premium	sold	Premium	Premium	Premium	-
2024-02-28	Premium	acquired	Premium	Premium	Premium	Chief Financial Officer
2024-02-28	Premium	acquired	Premium	Premium	Premium	Chief Executive Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Executive Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Client Officer
2024-02-28	Premium	acquired	Premium	Premium	Premium	Chief Technology Officer
2024-02-28	Premium	acquired	Premium	Premium	Premium	See Remarks
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	See Remarks
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Technology Officer
2024-02-28	Premium	sold (taxes)	Premium	Premium	Premium	Chief Financial Officer

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