Galibier Purchaser, LLC

Director Galibier Purchaser, LLC sold 4,283,243 shares of CWAN at $29.25 on 2024-12-02 for $125,284,857.75, exiting position entirely.

Galibier Purchaser, LLC divested its entire 4,283,243 share stake in Clearwater Analytics at $29.25 per share, representing a complete exit from the company. The sale occurred while the stock was 8.5% below its 52-week high of $32.79, though up 14.0% over the prior 30 days and 25.7% over 90 days, suggesting the insider sold into recent strength rather than distress. At the same ticker, Galibier's prior four measurable sells (2024-08-26, 2024-06-12, 2023-12-05, 2023-11-09) produced mixed 90-day outcomes with only 1 of 4 well-timed by the metric of stock decline post-sale; the most recent prior sell on 2024-11-13 outcomes remain unmeasurable. The company's fundamentals show revenue growth of 21.3% year-over-year and current-quarter revenue of $115,828,000.00, but the firm remained unprofitable over its most recent full fiscal year, which combined with a complete director divestiture warrants investor scrutiny of what prompted the full exit decision.

Galibier Purchaser, LLC sold 6,252,549 shares of CWAN at $29.11 on 2024-11-13, exiting entire position ($182.0M)

Director Galibier Purchaser, LLC executed a complete exit of its 6,252,549 shares at $29.11, resulting in zero post-transaction holdings and eliminating a $182,011,701.39 position. The sale occurred near the upper end of the 52-week range ($15.78–$32.79), just -7.0% from the 52-week high, while the stock has since rallied to $30.49 (+4.8% from transaction price post-close). At the same-ticker level, 1 of 3 prior measurable sells at CWAN was well-timed at the 90-day mark, versus a cross-ticker track record where 33.33% of prior sells proved well-timed. Company fundamentals show revenue growth of +21.3% year-over-year, though the firm remained unprofitable over its most recent full fiscal year, creating a disconnect between growth momentum and profitability that may have influenced the timing of this complete liquidation.

Galibier Purchaser, LLC (Director) sells entire 1.78M shares of CWAN for $43.1M at $24.18; stock now profitable again but timing mixed

Galibier Purchaser, LLC liquidated its entire 1,784,316 share position in Clearwater Analytics for $43,144,760.88 at $24.18 per share, a 100% exit from the company. This complete divestiture occurs while the stock trades near its 52-week high ($24.66) and has appreciated 21.3% over the past 30 days and 29.1% over 90 days. Examining the insider's prior transaction history at CWAN reveals mixed timing: of 3 prior trades at this ticker, only 1 of 2 completed sales (50% timing success rate at the 90-day mark) sold before subsequent declines, while the most recent prior sale on 2024-06-12 preceded gains of at least +21.3% in the subsequent period. The company remains unprofitable on a full-year basis despite revenue growth of 21.3%, with the latest quarter showing net income of $-430,000.00 against revenue of $106,791,000.00, adding fundamental uncertainty around valuation sustainability at current price levels.

Galibier Purchaser LLC sold all 4,917,765 shares of CWAN at $19.71, divesting $96,929,148.15 entirely on 2024-06-12.

Galibier Purchaser, LLC (Director) executed a complete liquidation of its CWAN position, selling 4,917,765 shares for $96,929,148.15 and holding 0 shares post-transaction. At the time, the stock was near its 52-week high of $21.31, trading at $19.71 (only -9.5% from peak). This full exit is notable given the company's recent revenue growth of +21.3% year-over-year; however, the company remains unprofitable on a full-year basis despite posting $1.9M net income in the latest quarter on $102.7M quarterly revenue. Among the director's prior two sales at CWAN, one was well-timed (selling before a 90-day decline) and one was not, showing mixed timing outcomes on this ticker historically. The complete elimination of holdings suggests a material change in position composition rather than incremental rebalancing.