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EdgarHawk

Cox James S

Chief Financial Officer

Officer

Latest: CFO selling · March 2026

9 filings analyzed · 1 company · Latest 2026-04-02

Companies

Company Buys Sells Direction
Clearwater Analytics Holdings, Inc. CWAN 0 41 Net selling

Activity

April 2026
Sell
21,631 shares
$514,807
Significance 5/10

CFO Cox sells 21,631 shares for $514,806.98 at CWAN; holds 485,419 shares post-transaction

James S Cox, CFO of Clearwater Analytics, executed 3 separate sales totaling 21,631 shares for $514,806.98 on 2026-03-31 at $23.80 per share, reducing his holdings by 4.3%. The company reported quarterly revenue of $205,110,000.00 against net income of -$10,335,000.00, indicating ongoing unprofitability despite 61.9% annual revenue growth. Cox's cross-ticker track record shows a 76.47% well-timed sell rate across 20 prior transactions with an average 90-day return of -8.4%, but at CWAN specifically, his 2 measurable prior sales both generated -1.3% 90-day returns with 100% well-timed rate. The current price of $23.80 sits 11.2% below the 52-week high of $26.80, placing the transaction near elevated valuation levels within the annual range.

February 2026
Sell
93,930 shares
$2,201,879
Significance 5/10

CFO Cox sells 93,930 shares at $23.44 in 3 separate transactions for $2,201,878.89

Cox James S, CFO of Clearwater Analytics, executed 3 separate sales totaling 93,930 shares for $2,201,878.89 at a blended average price of $23.44, reducing his holdings by 16.5%. The stock currently trades at $23.30, only 0.6% below the transaction price and near its 90-day average (+8.0% over 90 days), indicating the sales occurred near the stock's recent momentum peak. Clearwater is experiencing strong top-line growth (61.9% annual revenue growth) but remains unprofitable with a net loss of $10,335,000 in its most recent quarter, creating tension between expansion performance and current earnings quality. Cox's cross-ticker track record shows 78.57% well-timed sells over his broader trading history, though his specific prior CWAN trades are more mixed and outcome measurement is incomplete for the two most recent January sales.

January 2026
Sell
63,709 shares
$1,534,909
Significance 6/10

CFO Cox sells 63,709 shares at $24.09; consistent with prior same-ticker timing pattern (4 of 4 prior sales well-timed at 90-day mark).

James S Cox, CFO of Clearwater Analytics Holdings, Inc. (CWAN), executed 2 separate sales totaling 63,709 shares for $1,534,909.08 at $24.09 on 2026-01-01, reducing his post-transaction holdings to 400,691 shares (-13.7% reduction). The stock is currently trading at $24.10, near the transaction price, with strong recent momentum (+11.0% over 30 days, +36.4% over 90 days) but remains -22.9% below its 52-week high of $31.26. Cox's execution aligns with a demonstrated pattern at this ticker: his prior 4 measurable same-ticker sales all proved well-timed at the 90-day outcome mark (stock declined after those sales). His cross-ticker track record shows a 78.57% well-timed rate on sells with an average 90-day return of -10.4%, indicating consistent sell-side acumen. The company's fundamentals are mixed—revenue growth of +22.7% year-over-year is solid, but the most recent quarter shows a net loss of $-10,335,000.00 against $205,110,000.00 in quarterly revenue.

November 2025
Sell
29,700 shares
$653,400
Significance 6/10

CFO Cox sells 29,700 CWAN shares at $22.00; stock now -32.9% from 52-week high. Pattern repeats: 5 of 5 prior CWAN sales preceded declines.

CFO James S Cox sold 29,700 shares at $22.00 on 2025-11-25, reducing his position by 8.2% from 363,683 to 333,983 shares. At the current price of $21.73, the stock is -32.9% from its 52-week high of $32.40. Significantly, across his five prior CWAN transactions, all were well-timed at the 90-day mark, with cumulative 90-day returns ranging from -13.9% to -21.3%, indicating consistent sell decisions ahead of declines at this ticker. His broader cross-ticker track record shows a 78.57% well-timed rate on sells with an average 90-day return of -10.4%, suggesting a documented pattern of exiting before weakness. This sale occurs while the stock has risen 13.6% over the past 30 days and 5.8% over 90 days—a near-term strength that historically preceded the substantial drawdowns observed after his prior exits at CWAN.

February 2025
Sell
101,808 shares
$3,061,438
Significance 6/10

CFO Cox sells 101,808 shares for $3.1M at $30.07; reduces stake by 21.9% amid unprofitability

Cox James S, Chief Financial Officer of Clearwater Analytics (CWAN), executed 3 separate sales totaling 101,808 shares for $3,061,437.83 at $30.07 on 2025-02-19, reducing his post-transaction holdings to 363,502 shares from 465,310 shares (a 21.9% reduction). The timing is notable: the sales occurred at a price $1.19 below the current price of $31.26, and the stock is trading near its 52-week high of $32.79 (just 4.7% below). The company reported positive quarterly revenue of $115,828,000.00 with annual growth of 21.3%, but remains unprofitable on a full-year basis. His prior CWAN trades show a mixed pattern—5 prior sales with the most recent (2025-01-15) showing flat 30-day performance (-0.1%), while a December 2024 sale declined 9.1% over 30 days; no 90-day outcomes are yet measurable for recent trades. The large magnitude of this sale (22% of prior holdings) warrants monitoring in the context of the company's near-term unprofitability despite revenue strength.

Sell
18,700 shares
$511,059
Significance 5/10

CFO Cox sells 18,700 CWAN shares for $511,059.41; stock down 10.6% in 90 days

James S Cox, Chief Financial Officer, executed 2 separate sales totaling 18,700 shares for $511,059.41 on 2025-02-18 at a blended average price of $27.33. His post-transaction holdings stand at 274,857 shares (274.9K shares), a -6.4% reduction. The stock is currently trading at $27.64, down 10.6% over 90 days and -15.7% from its 52-week high of $32.79. At CWAN specifically, Cox's prior 5 trades show mixed timing outcomes, with only 1 of the 1 measurable prior sells well-timed at the 90-day mark, though 4 recent sales lack full 90-day outcome data. The company reported revenue of $115,828,000.00 for the latest quarter with annual growth of 21.3%, but remains unprofitable on a full-year basis, which may inform the risk posture reflected in this sale.

January 2025
Sell
18,700 shares
$503,826
Significance 4/10

CFO Cox sells 18,700 shares at blended avg $26.94 for $503,825.92 on same day as two separate transactions.

CFO James S Cox executed two separate sales on 2025-01-15, totaling 18,700 shares (18.7K shares) for $503,825.92, reducing holdings by 6.3% to 279,857 shares (279.9K shares). The sales occurred at a blended average price of $26.94, modestly below the current price of $27.98 and near the middle of the 52-week range ($15.78–$32.79). Prior sales by Cox at CWAN show mixed timing outcomes, with recent December 2024 and November 2024 sales down 9.1% and 2.6% respectively in 30 days, though only one prior sale at this ticker has a measurable 90-day outcome. The company reported $115,828,000.00 in quarterly revenue with 21.3% annual revenue growth but remains unprofitable on a full-year basis, creating a backdrop of operational improvement amid overall losses. The sale size and timing relative to fundamentals lack obvious calendar flags but warrant monitoring against quarterly performance trends.

December 2024
Sell
18,700 shares
$554,499
Significance 4/10

CFO Cox sells 18,700 shares at $29.65 in two transactions; stock down 3.1% in 30 days, -9.9% from high.

James S Cox, CFO of Clearwater Analytics, executed 2 separate sales totaling 18,700 shares for $554,499.23, reducing his holdings by 8.0% to 214,044 shares. The sale occurred at $29.65 per share on 2024-12-16, near the stock's current price of $29.55, against a 52-week high of $32.79. Across Cox's cross-ticker history, his prior 5 open-market sells averaged +0.1% return over 30 days and +2.6% over 90 days, with a 0.00% well-timed rate—meaning none of those prior sales preceded subsequent declines. At this specific ticker, Cox's prior 3 measurable same-ticker sales posted 0% well-timed outcomes at 90-day intervals, and his two most recent CWAN sales on 2024-11-15 show -2.6% 30-day returns. The company reported recent quarterly revenue of $115,828,000 with net income of $3,629,000, though full-year net income was negative. The sale represents routine portfolio management within the context of the insider's historical activity, without evidence of prescient or exceptional timing.

November 2024
Sell
18,700 shares
$567,312
Significance 5/10

CFO Cox sells 18.7K shares at $30.34 avg, reducing holdings 7.9%; stock up 23.1% in 90 days, fundamentals show company yet unprofitable

Cox James S, Chief Financial Officer of Clearwater Analytics Holdings, Inc., executed 2 separate sales on 2024-11-15 totaling 18,700 shares for $567,312.30 (blended average price $30.34), reducing his holdings by 7.9% to 219,044 shares. The sale occurred in the context of a 23.1% 90-day price appreciation and a 52-week high of $32.79, with the transaction priced 7.7% below the high. Fundamentally, the company reported $115.8M in latest quarterly revenue with 21.3% annual growth but remains unprofitable on a full-year net income basis, creating a backdrop of operational recovery against elevated valuation. His prior same-ticker sales at CWAN (August 2023) produced positive 90-day returns of 3.8% and 0.2%, showing that neither prior exit preceded a material decline, leaving limited evidence of prescient timing on this ticker.

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