| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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| Insider | Role | Shares | Value | Buys | Sells |
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| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
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Chief Financial Officer
1 company
James S Cox is Chief Financial Officer at CWAN. James S Cox's net worth is not public. Form 4 filings only show shares in the companies where this person is an insider.
Our model assigns James S Cox a middling insider score of 53/100, based on 43 past trades. Over a 12-month horizon, 32.3% of those trades were profitable, with an average 12-month return of -8.4%.
James S Cox has 52 Form 4 filings on record from September 2021 to June 2026, all as Chief Financial Officer at Clearwater Analytics (CWAN), 2021–2026.
The 198 reported transactions were 72 open-market sales, 69 option exercises, 40 tax withholdings and 10 dispositions back to the company, plus smaller numbers of other types.
Counted by filing, the open-market trades come to 1 purchase worth about $32K and 41 sales worth about $19.3M.
The only open-market purchase was 1,786 shares of CWAN at an average $18.00 on September 28, 2021, about $32K. Twelve months later CWAN was down 35%.
The largest open-market sale was 101,808 shares of CWAN at an average $30.07 on February 19, 2025, about $3.1M. Twelve months later CWAN was down 14%.
28 of the 36 sales since April 2023 were made under a Rule 10b5-1 trading plan; the other 8 were not.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Feb 18, 2026 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE | 93,930 | $23.44 | $2,201,878.88 | -16.5% | +5.4% | - | |
| Jan 1, 2026 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE | 63,709 | $24.09 | $1,534,909.08 | -13.7% | -1.3% | - | |
| Dec 31, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE | 5,859 | $24.08 | $141,105.81 | -1.7% | -1.9% | - | |
| Dec 17, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 7,425 | $22.00 | $163,350.00 | -2.2% | +7.7% | - | |
| Dec 15, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 11,275 | $21.41 | $241,377.43 | -3.3% | +10.0% | - | |
| Nov 25, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 29,700 | $22.00 | $653,400.00 | -8.2% | +4.6% | - | |
| Nov 17, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 11,275 | $19.74 | $222,611.88 | -3.3% | +14.8% | - | |
| Oct 15, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 11,275 | $17.98 | $202,677.50 | -3.2% | +33.5% | - | |
| Sep 30, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE | 5,919 | $17.68 | $104,631.35 | -1.7% | +33.7% | - | |
| Sep 15, 2025 | CWAN Clearwater Analytics Holdings, Inc. | Chief Financial Officer | Sale+OE10b5-1 | 11,275 | $19.51 | $219,937.25 | -3.2% | +10.0% | - |