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BANC

Banc of California Inc

Feb 13 • 04:00PM ET

20.00

-0.21 -1.04 %

Financial • Banks - Regional • USA • NYSE

Peers: WAL WABC BMRC FBK HTB INBK CFFI MBWM WTBA FMBH

| Held by: IJR VTI IWM KRE PFFA AVUV VXF IJS SPSM IWN

Index	RUT	P/E	17.09	EPS (ttm)	1.17	Insider Own	9.50%	Shs Outstand	155.44M	Perf Week	-4.08%
Market Cap	3.11B	Forward P/E	9.69	EPS next Y	2.06	Insider Trans	-70.34%	Shs Float	140.68M	Perf Month	-1.53%
Enterprise Value	-	PEG	0.37	EPS next Q	0.38	Inst Own	87.59%	Short Float	6.17%	Perf Quarter	15.54%
Income	189.10M	P/S	1.71	EPS this Y	46.05%	Inst Trans	0.95%	Short Ratio	3.71	Perf Half Y	26.66%
Sales	1.82B	P/B	1.02	EPS next Y	20.84%	ROA	0.67%	Short Interest	8.67M	Perf YTD	3.68%
Book/sh	19.56	P/C	-	EPS next 5Y	25.84%	ROE	6.50%	52W High	21.61 -7.45%	Perf Year	26.02%
Cash/sh	-	P/FCF	13.69	EPS past 3/5Y	-38.93% -	ROIC	2.88%	52W Low	11.52 73.61%	Perf 3Y	10.44%
Dividend Est.	0.40 (2.00%)	EV/EBITDA	-	Sales past 3/5Y	3.57% 42.36%	Gross Margin	-	Volatility	4.30% 3.44%	Perf 5Y	4.88%
Dividend TTM	0.40 (2.00%)	EV/Sales	-	EPS Y/Y TTM	129.86%	Oper. Margin	17.22%	ATR (14)	0.69	Perf 10Y	34.77%
Dividend Ex-Date	Mar 16, 2026	Quick Ratio	-	Sales Y/Y TTM	-3.76%	Profit Margin	10.40%	RSI (14)	47.28	Recom	1.30
Dividend Gr. 3/5Y	18.56% 10.76%	Current Ratio	0.11	EPS Q/Q	51.22%	SMA20	-1.74%	Beta	0.71	Target Price	23.65
Payout	34.19%	Debt/Eq	0.85	Sales Q/Q	1.10%	SMA50	0.06%	Rel Volume	1.03	Prev Close	20.21
Employees	1903	LT Debt/Eq	0.85	Earnings	Jan 21 AMC	SMA200	19.67%	Avg Volume	2.34M	Price	20.00
IPO	Aug 23, 2002	Option/Short	Yes / Yes	EPS/Sales Surpr.	13.98% 1.21%	Trades		Volume	2,405,458	Change	-1.04%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-07-25	Upgrade	Raymond James	Outperform → Strong Buy	$20
Oct-01-25	Upgrade	JP Morgan	Neutral → Overweight	$20
May-21-25	Initiated	Jefferies	Buy	$18
Feb-07-25	Initiated	JP Morgan	Neutral	$18
Jan-06-25	Upgrade	Wells Fargo	Equal Weight → Overweight	$17 → $20
Oct-31-24	Upgrade	Barclays	Equal Weight → Overweight	$17 → $18
Oct-10-24	Initiated	Citigroup	Neutral	$15
Sep-24-24	Upgrade	Wedbush	Neutral → Outperform	$14 → $18
Sep-17-24	Upgrade	Raymond James	Mkt Perform → Outperform	$16
Mar-22-24	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$16 → $18
Mar-08-24	Initiated	Barclays	Equal Weight	$16
Dec-04-23	Initiated	Truist	Hold	$14
Oct-04-23	Downgrade	Wells Fargo	Overweight → Equal Weight	$21 → $13.50
Jul-31-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$16
Apr-06-22	Downgrade	Raymond James	Outperform → Mkt Perform
Jul-23-21	Upgrade	Raymond James	Mkt Perform → Outperform	$20
Jul-08-21	Initiated	Stephens	Equal-Weight	$19
Mar-24-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$24
Feb-11-21	Upgrade	Janney	Neutral → Buy	$22
Sep-03-20	Upgrade	DA Davidson	Neutral → Buy	$12.50 → $13.50

Show Previous Ratings

Feb-05-26 06:15AM	Banc of California, Inc. Increases Quarterly Common Stock Dividend 20% to $0.12 Per Share (Business Wire)
Jan-28-26 12:32AM	Banc of California's Q4 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Jan-27-26 02:54PM	Stay Classy, San Diego: Corporate Governance Turned Asunder at Cal Coast Credit Union (CorpGov.com)
Jan-22-26 08:01PM	Banc of California Inc (BANC) Q4 2025 Earnings Call Highlights: Strong Loan Growth and ... (GuruFocus.com)
Jan-21-26 06:00PM	Compared to Estimates, Banc of California (BANC) Q4 Earnings: A Look at Key Metrics (Zacks)
05:30PM	Loading…
05:30PM	Banc of California (BANC) Tops Q4 Earnings and Revenue Estimates (Zacks)
04:33PM	Banc of California: Q4 Earnings Snapshot (Associated Press Finance)
04:32PM	Banc of California's (NYSE:BANC) Q4 CY2025: Beats On Revenue But Stock Drops (StockStory)
04:15PM	Banc of California, Inc. Reports Fourth Quarter Diluted Earnings per Share of $0.42, Up 11% Quarter over Quarter; Full Year Diluted Earnings per Share of $1.17, Significant Growth Year over Year (Business Wire)
05:25AM	Johnson & Johnson headlines earnings slate (MarketWatch)
03:59AM	Stock Market Today: Dow, S&P 500 and Nasdaq eye rally after sharp sell-off as government bonds recover some poise; gold hits new record above $4,800; Trump to give Davos speech. (MarketWatch)
Jan-19-26 10:02PM	Earnings To Watch: Banc of California (BANC) Reports Q4 Results Tomorrow (StockStory)
Jan-15-26 10:00AM	ACNB (ACNB) to Report Q4 Results: Wall Street Expects Earnings Growth (Zacks)
09:15AM	Banc of California (BANC) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates (Zacks)
Jan-14-26 10:00AM	Banc of California (BANC) Earnings Expected to Grow: Should You Buy? (Zacks)
06:02AM	Loading…
Jan-12-26 06:02AM	Banc of California Announces Schedule of Fourth Quarter 2025 Earnings Release and Conference Call (Business Wire)
Dec-19-25 12:15PM	Bank ETFs Shine as US Banking Profit Hits Decade High in Q3 (Zacks)
Dec-18-25 11:02PM	3 Reasons to Sell BANC and 1 Stock to Buy Instead (StockStory)
Nov-18-25 10:56AM	Implied Volatility Surging for Banc of California Stock Options (Zacks)
Nov-14-25 05:10AM	Banc of California, Inc. (BANC) Declares Quarterly Cash Dividend (Insider Monkey)
Nov-12-25 10:32PM	Q3 Earnings Roundup: Banc of California (NYSE:BANC) And The Rest Of The Regional Banks Segment (StockStory)
Nov-06-25 04:21PM	Steadfast LA and Banc of California Award Second Round of Small Business Recovery Grants to Ten Wildfire-Impacted Local Businesses (Business Wire)
10:33AM	What Midlands $5 Million Write-Off Teaches About the Next Phase of the Trucking Slow Down (FreightWaves)
06:00AM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
Oct-29-25 01:33AM	Banc of California's Q3 Earnings Call: Our Top 5 Analyst Questions (StockStory)
Oct-24-25 09:56AM	BANC Q3 Deep Dive: Deposit Growth, Loan Production, and Margin Expansion Shape Outlook (StockStory)
Oct-23-25 07:00PM	Banc of California Inc (BANC) Q3 2025 Earnings Call Highlights: Strong EPS Growth and Strategic ... (GuruFocus.com)
Oct-22-25 07:00PM	Banc of California (BANC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
06:14PM	Banc of California (NYSE:BANC) Exceeds Q3 Expectations (StockStory)
05:45PM	Banc of California (BANC) Q3 Earnings and Revenues Top Estimates (Zacks)
04:51PM	Loading…
04:51PM	Banc of California set to change L.A. skyline with downtown expansion (LA Times)
04:47PM	Banc of California: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Banc of California, Inc. Reports Diluted Earnings per Share of $0.38 for the Third Quarter (Business Wire)
09:30AM	Banc of California Inc (BANC) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Oct-21-25 09:23AM	What To Expect From Banc of California Inc (BANC) Q3 2025 Earnings (GuruFocus.com)
Oct-20-25 11:03PM	Banc of California Earnings: What To Look For From BANC (StockStory)
04:30PM	Banc of California Grows Los Angeles Presence With New Downtown Office (PR Newswire)
Oct-15-25 10:00AM	Banc of California (BANC) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-09-25 12:10PM	Will Banc of California (BANC) Beat Estimates Again in Its Next Earnings Report? (Zacks)
Oct-03-25 06:00AM	Banc of California Announces Schedule of Third Quarter 2025 Earnings Release and Conference Call (Business Wire)
Oct-01-25 05:10PM	Banc Of California Jumps On J.P. Morgan Upgrade (GuruFocus.com)
Sep-24-25 03:39PM	Investors will win with the Banc of California's stock, says Mendon Capital's Anton Schutz (CNBC TV)
Sep-15-25 12:00AM	3 Reasons to Sell BANC and 1 Stock to Buy Instead (StockStory)
Sep-08-25 05:45PM	Steadfast LA and Banc of California Distribute First Small Business Recovery Grants in Altadena to Websters Community Pharmacy, Fair Oaks Burger and Altadena Cookie Co. (Business Wire)
Sep-02-25 06:00AM	Banc of California Inc. to Participate in the Barclays 23rd Annual Global Financial Services Conference (Business Wire)
Aug-22-25 02:35PM	Banc of California, Ameris Bancorp, 1st Source, HA Sustainable Infrastructure Capital, and Encore Capital Group Shares Are Soaring, What You Need To Know (StockStory)
Aug-18-25 11:32PM	Q2 Earnings Outperformers: Banc of California (NYSE:BANC) And The Rest Of The Regional Banks Stocks (StockStory)
Aug-08-25 06:00AM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
Aug-06-25 04:37PM	Steadfast LA Launches Initiative With Banc of California To Help Rebuild, Reopen, And Support Small Businesses In Wildfire-Impacted Communities (Business Wire)
Jul-29-25 10:00AM	Sunwest Bank Appoints Raymond Rindone as Chief Financial Officer (PR Newswire)
Jul-25-25 03:22AM	Banc of California Inc (BANC) Q2 2025 Earnings Call Highlights: Strong Loan Growth and ... (GuruFocus.com)
Jul-24-25 02:06PM	Why Banc of California (BANC) Shares Are Sliding Today (StockStory)
Jul-23-25 05:55PM	Banc of California (BANC) Q2 Earnings Surpass Estimates (Zacks)
05:29PM	Banc of California (NYSE:BANC) Reports Sales Below Analyst Estimates In Q2 Earnings (StockStory)
04:54PM	Banc of California: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Banc of California, Inc. Reports Second Quarter Results and 9% Annualized Loan Growth (Business Wire)
09:41AM	Banc of California Inc (BANC) Q2 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Jul-22-25 09:26AM	Banc of California Inc (BANC) Q2 2025 Earnings Report Preview: What to Look For (GuruFocus.com)
Jul-21-25 11:01PM	Banc of California (BANC) Q2 Earnings: What To Expect (StockStory)
Jul-17-25 05:15PM	First Financial Bankshares (FFIN) Q2 Earnings and Revenues Top Estimates (Zacks)
10:00AM	Analysts Estimate FinWise Bancorp (FINW) to Report a Decline in Earnings: What to Look Out for (Zacks)
Jul-16-25 10:00AM	Banc of California (BANC) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-14-25 12:44PM	Directed Capital Closes $90 Million for Eleventh Private Credit Fund; Secures $265 Million in Credit Capacity to Target $600 Million in Acquisitions (Business Wire)
Jul-03-25 04:30PM	Banc of California Announces Schedule of Second Quarter 2025 Earnings Release and Conference Call (Business Wire)
Jun-26-25 12:00AM	3 Reasons to Avoid BANC and 1 Stock to Buy Instead (StockStory)
Jun-25-25 11:38AM	KBRA Assigns Preliminary Ratings to J.P. Morgan Seasoned Mortgage Trust 2025-1 (JPSMT 2025-1) (Business Wire)
Jun-24-25 02:19AM	BANC Q1 Deep Dive: Loan Growth, Margin Expansion, and Conservative Credit Amid Uncertainty (StockStory)
Jun-19-25 12:04AM	Banc of California (BANC): Buy, Sell, or Hold Post Q1 Earnings? (StockStory)
May-08-25 06:00AM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
May-06-25 08:46AM	Is the Options Market Predicting a Spike in Banc of California (BANC) Stock? (Zacks)
May-04-25 05:57AM	Uncertainty Chips At Some U.S. Banks' Loan Growth, NII Expectations In Q1 2025 (Seeking Alpha)
Apr-28-25 09:40AM	Is Banc of California (BANC) a Great Value Stock Right Now? (Zacks)
06:39AM	Banc of California: Unfolding An Industrial Future (Seeking Alpha)
Apr-24-25 11:43PM	Banc of California, Inc. (BANC) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-23-25 07:00PM	Compared to Estimates, Banc of California (BANC) Q1 Earnings: A Look at Key Metrics (Zacks)
05:35PM	Banc of California (BANC) Beats Q1 Earnings Estimates (Zacks)
04:15PM	Banc of California, Inc. Reports First Quarter Diluted Earnings per Share of $0.26 and Loan Growth of 6% Annualized in the First Quarter; Upsizes Stock Buyback Program to $300 Million (Business Wire)
Apr-17-25 10:01AM	PCB Bancorp (PCB) to Report Q1 Results: Wall Street Expects Earnings Growth (Zacks)
Apr-16-25 10:00AM	Banc of California (BANC) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-10-25 04:45PM	Banc of California Celebrates 50 Years of Racing Excellence With 2025 Acura Grand Prix of Long Beach (Business Wire) -7.14%
09:27AM	Banc of California (BANC) Surges 8.0%: Is This an Indication of Further Gains? (Zacks)
Apr-09-25 12:10PM	Why Banc of California (BANC) is Poised to Beat Earnings Estimates Again (Zacks) +8.04%
08:37AM	Los Angeles Parks Foundation Awarded Substantial $1 Million Donation from the FireAid Grants Advisory Committee (PR Newswire)
Apr-07-25 06:00AM	Banc of California Announces Schedule of First Quarter 2025 Earnings Release and Conference Call (Business Wire)
Mar-20-25 05:00PM	Patriot National Bancorp Announces Over $50 Million Private Placement (GlobeNewswire)
03:28AM	Banc of California: Improving Funding Mix Makes 2025 Promising (SeekingAlpha)
Mar-17-25 06:00AM	Banc of California Announces $150 Million Stock Repurchase Program (Business Wire)
Mar-04-25 06:00AM	Banc of California Welcomes Karen Hon as Chief Accounting Officer (Business Wire)
Feb-27-25 06:00AM	Banc of California, Inc. to Participate in the Raymond James & Associates' 46th Annual Institutional Investors Conference (Business Wire)
Feb-07-25 06:00AM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
Jan-23-25 06:00AM	Banc of California, Inc. Reports Fourth Quarter Diluted Earnings per Share of $0.28, Reflecting Strong Year-Over-Year Net Interest Margin Expansion and Lower Noninterest Expenses (Business Wire)
Jan-14-25 06:00AM	Banc of California Creates Charitable Fund and Commits $1 Million to Support Southern California Communities Affected by Wildfires (Business Wire) +6.34%
Jan-03-25 06:00AM	Banc of California Announces Schedule of Fourth Quarter 2024 Earnings Release and Conference Call (Business Wire)
Nov-25-24 09:00AM	Banc of California Renews Commitment to Alliance for Southern California Innovation (Business Wire)
Nov-08-24 06:00AM	Banc of California, Inc. Announces Quarterly Dividends (Business Wire)
Oct-23-24 06:48AM	Banc of California Strategic Repositioning in Q3 2024 (TipRanks)
Oct-22-24 06:00AM	Banc of California, Inc. Reports Third Quarter 2024 Financial Results Which Include Balance Sheet Repositioning (Business Wire)
Oct-02-24 04:10PM	Banc of California Announces Schedule of Third Quarter 2024 Earnings Release and Conference Call (Business Wire)
Oct-01-24 05:25PM	Banc of California Hires Ken McMullen as Executive Vice President and Treasurer (Business Wire)
Sep-23-24 05:17PM	Why regional banks are set to benefit from easing interest rates (Yahoo Finance Video)

Banc of California, Inc. is a holding company engaged in the provision of commercial banking services. It offers personal banking, business and commercial banking, real estate banking, and private banking. The company was founded in 1941 and is headquartered in Los Angeles, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Warburg Pincus LLC	Affiliate	Feb 13 '26	Proposed Sale	20.00	4,250,000	85,000,000		Feb 13 06:35 PM
Hussain Hamid	PRESIDENT OF THE BANK	Feb 09 '26	Buy	21.12	14,000	295,680	60,444	Feb 10 04:17 PM
WARBURG PINCUS LLC	Director	Feb 02 '26	Sale	20.00	11,850,000	237,000,000	0	Feb 04 05:46 PM
WARBURG PINCUS LLC	Director	Feb 02 '26	Sale	20.00	11,850,000	237,000,000	0	Feb 04 05:37 PM
Warburg Pincus LLC	Affiliate	Feb 02 '26	Proposed Sale	20.38	10,850,000	221,123,000		Feb 02 08:38 PM
WARBURG PINCUS LLC	Director	Sep 05 '25	Sale	16.38	4,500,000	73,710,000	4,297,470	Sep 09 08:13 PM
WARBURG PINCUS LLC	Director	Sep 08 '25	Sale	16.38	1,150,000	18,837,000	3,147,470	Sep 09 08:13 PM
WARBURG PINCUS LLC	Director	Sep 05 '25	Sale	16.38	4,500,000	73,710,000	4,297,470	Sep 09 07:40 PM
WARBURG PINCUS LLC	Director	Sep 08 '25	Sale	16.38	1,150,000	18,837,000	3,147,470	Sep 09 07:40 PM
Warburg Pincus, LLC	Affiliate	Sep 05 '25	Proposed Sale	16.99	4,500,000	76,455,000		Sep 05 07:14 PM
Hussain Hamid	PRESIDENT OF THE BANK	Sep 03 '25	Sale	16.80	20,000	336,100	46,444	Sep 03 05:15 PM
Hussain Hamid	PRESIDENT OF THE BANK	Sep 02 '25	Sale	16.59	20,000	331,800	66,444	Sep 03 05:15 PM
HUSSAIN, HAMID	OFFICER - PRESIDENT OF THE BAN	Sep 02 '25	Proposed Sale	16.92	40,000	676,800		Aug 29 09:21 PM
LASHLEY RICHARD J	Director	Jun 10 '25	Sale	14.20	37,500	532,500	2,280,280	Jun 10 06:43 PM
LASHLEY RICHARD J	Director	Jun 09 '25	Sale	14.03	37,343	523,736	2,317,780	Jun 10 06:43 PM
LASHLEY RICHARD J	Director	Jun 06 '25	Sale	14.00	157	2,198	2,355,123	Jun 10 06:43 PM
Lindsay Olivia I	OFFICER ??? CHIEF RISK OFFICER	Jun 05 '25	Proposed Sale	13.58	11,000	149,378		Jun 06 09:00 PM
Lindsay Olivia I	CHIEF RISK OFFICER	Jun 05 '25	Sale	13.58	11,000	149,380	30,902	Jun 06 08:24 PM
PL Capital Advisors, LLC	Director	Jun 06 '25	Proposed Sale	13.99	75,000	1,049,250		Jun 06 04:48 PM
CORSINI BRYAN M	CHIEF CREDIT OFFICER	May 29 '25	Sale	13.78	24,066	331,726	84,889	May 30 04:18 PM
CORSINI BRYAN M	Officer	May 29 '25	Proposed Sale	13.78	24,066	331,718		May 29 03:45 PM
Barker James Andrew	Director	Apr 29 '25	Buy	13.16	10,000	131,560	169,680	Apr 29 08:49 PM

CWAN Clearwater Analytics Holdings Inc daily Stock Chart

Peers: BL ORCL ENV WK BR ADBE SAP FIS JPM XYZ

| Held by: VTI IWM VB VGT VBK VXF IWO VTWO SCHA IGV

Index	RUT	P/E	15.13	EPS (ttm)	1.53	Insider Own	4.20%	Shs Outstand	288.28M	Perf Week	-2.94%
Market Cap	6.79B	Forward P/E	33.49	EPS next Y	0.69	Insider Trans	-4.80%	Shs Float	276.52M	Perf Month	-4.10%
Enterprise Value	7.62B	PEG	1.41	EPS next Q	0.15	Inst Own	94.49%	Short Float	4.14%	Perf Quarter	16.98%
Income	392.44M	P/S	10.60	EPS this Y	19.27%	Inst Trans	1.19%	Short Ratio	0.90	Perf Half Y	19.51%
Sales	640.38M	P/B	3.37	EPS next Y	26.00%	ROA	21.72%	Short Interest	11.46M	Perf YTD	-4.02%
Book/sh	6.87	P/C	105.79	EPS next 5Y	23.83%	ROE	32.91%	52W High	32.00 -27.66%	Perf Year	-16.58%
Cash/sh	0.22	P/FCF	82.73	EPS past 3/5Y	- 119.42%	ROIC	13.81%	52W Low	15.73 47.12%	Perf 3Y	20.89%
Dividend Est.	-	EV/EBITDA	90.32	Sales past 3/5Y	21.48% 21.88%	Gross Margin	68.43%	Volatility	1.22% 0.87%	Perf 5Y	-
Dividend TTM	-	EV/Sales	11.91	EPS Y/Y TTM	54812.50%	Oper. Margin	3.89%	ATR (14)	0.27	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	1.93	Sales Y/Y TTM	50.91%	Profit Margin	61.28%	RSI (14)	35.58	Recom	2.45
Dividend Gr. 3/5Y	- -	Current Ratio	1.93	EPS Q/Q	-328.66%	SMA20	-3.22%	Beta	0.66	Target Price	27.41
Payout	0.00%	Debt/Eq	0.45	Sales Q/Q	77.08%	SMA50	-1.05%	Rel Volume	0.80	Prev Close	23.47
Employees	1915	LT Debt/Eq	0.43	Earnings	Feb 18 AMC	SMA200	8.70%	Avg Volume	12.78M	Price	23.15
IPO	Sep 24, 2021	Option/Short	Yes / Yes	EPS/Sales Surpr.	3.86% 0.74%	Trades		Volume	10,196,114	Change	-1.36%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-26-26	Downgrade	UBS	Buy → Neutral	$24.55
Jan-16-26	Downgrade	DA Davidson	Buy → Neutral	$24.55
Dec-22-25	Downgrade	William Blair	Outperform → Mkt Perform
Dec-22-25	Downgrade	Oppenheimer	Outperform → Perform
Aug-12-25	Upgrade	Goldman	Neutral → Buy	$27
Jun-24-25	Resumed	Piper Sandler	Overweight	$27
May-19-25	Resumed	Goldman	Neutral	$26
Apr-25-25	Resumed	JP Morgan	Overweight	$28
Feb-20-25	Upgrade	Piper Sandler	Neutral → Overweight	$28 → $36
Jan-17-25	Upgrade	Morgan Stanley	Equal-Weight → Overweight	$30 → $34
Jan-14-25	Upgrade	DA Davidson	Neutral → Buy	$35 → $32
Nov-08-24	Downgrade	DA Davidson	Buy → Neutral	$31 → $35
Nov-07-24	Upgrade	JP Morgan	Neutral → Overweight	$23 → $33
Aug-19-24	Initiated	Citigroup	Buy	$28
Jul-08-24	Upgrade	Oppenheimer	Perform → Outperform	$25
Feb-29-24	Downgrade	JP Morgan	Overweight → Neutral	$24 → $22
Nov-07-23	Initiated	UBS	Buy	$24
Sep-25-23	Upgrade	Loop Capital	Hold → Buy	$20 → $25
Apr-10-23	Initiated	MoffettNathanson	Outperform	$19.50
Jan-12-23	Downgrade	Oppenheimer	Outperform → Perform

Show Previous Ratings

Feb-10-26 05:01AM	Big Investors Doubled Down on AI Stocks, Study Finds (The Wall Street Journal)
Feb-09-26 09:00AM	Clearwater Analytics Debuts Transparent Risk Platform for Power and Gas Markets at E-world 2026 (Business Wire)
Feb-05-26 09:00AM	Clearwater Analytics and TreasurySpring Announce Platform Integration for Fixed-Term Cash Management (Business Wire)
Feb-04-26 04:15PM	Clearwater Analytics to Announce Fourth Quarter and Full Year 2025 Financial Results on February 18, 2026 (Business Wire)
Feb-03-26 09:00AM	Generali Deutschland AG Selects Clearwater Analytics to Modernize and Scale Investment Operations Unit-Linked Fund Business (Business Wire)
08:40AM	Loading…
08:40AM	Clearwater Analytics Holdings (CWAN) Rallied Following an Acquisition Announcement (Insider Monkey)
Jan-29-26 02:45PM	Halper Sadeh LLC Encourages STEL, BKKT, FONR, CWAN Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Jan-27-26 09:00AM	Clearwater Analytics Embeds AI into Beacon Risk Platform to Accelerate Model Validation and Exposure Analysis (Business Wire)
Jan-26-26 01:32PM	Halper Sadeh LLC Encourages FFWM, CWAN, FFIC Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
08:17AM	Here Are Mondays Top Wall Street Analyst Research Calls: Amazon.com, AppLovin, Cisco Systems, Cognizant Technology, Dutch Bros., Meta Platforms, Netflix, and More (24/7 Wall St.)
Jan-13-26 01:45AM	Halper Sadeh LLC Encourages CWAN, FFWM, CFLT Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Jan-08-26 12:50PM	Halper Sadeh LLC Encourages CSGS, JHG, CWAN, ATXS Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
08:00AM	SHAREHOLDER NOTIFICATION: Kaskela Law LLC is Investigating the Fairness of Clearwater Analytics Holdings, Inc. (NYSE: CWAN) Buyout Price and Encourages Investors to Contact the Firm to Protect their Rights (PR Newswire)
Dec-30-25 10:20AM	Halper Sadeh LLC Encourages DVAX, CWAN, DBRG Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire)
Dec-29-25 05:25AM	Clearwater (CWAN) Soars 8% on $8.4-Billion Merger (Insider Monkey)
07:35PM	Loading…
Dec-26-25 07:35PM	The FTSE 100 Soared in 2025. Making the Case for 2026. (Barrons.com)
Dec-23-25 05:00PM	Clearwater Analytics downgraded to Neutral from Overweight at Piper Sandler (TipRanks)
09:33AM	Coty downgraded, Spruce Biosciences initiated: Wall Street's top analyst calls (The Fly)
08:13AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: AMETEK, Coty, Janus Henderson, Levi Strauss, Pool Corporation, Southern Copper, and More (24/7 Wall St.)
05:34AM	Company News for Dec 23, 2025 (Zacks)
Dec-22-25 06:21PM	Halper Sadeh LLC Encourages CWAN and JGH Shareholders to Contact the Firm to Discuss Their Rights (PR Newswire) +8.13%
04:46PM	Stocks to Watch Monday Recap: Tesla, Rocket Lab, UniFirst, Clearwater Analytics (The Wall Street Journal)
12:36PM	Stocks to Watch Monday: Tesla, Rocket Lab, UniFirst, Clearwater Analytics (The Wall Street Journal)
11:06AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
10:09AM	These Stocks Are Moving the Most Today: Tesla, Warner Bros., Rocket Lab, DJT, Clearwater Analytics, Newmont, Micron, and More (Barrons.com)
09:47AM	Arcellx initiated, Cummins upgraded: Wall Street's top analyst calls (The Fly)
09:40AM	Stocks to Watch Monday: Tesla, Rocket Lab, Clearwater Analytics, UniFirst (The Wall Street Journal)
09:38AM	Paramount's new WBD bid, Nvidia & China, Clearwater to go private (Yahoo Finance Video)
08:28AM	5 Things to Know Before the Stock Market Opens (Investopedia)
08:25AM	Tesla, UniFirst, Clearwater jump premarket; Honeywell slips (Investing.com)
07:47AM	Loading…
07:47AM	Tech Stocks Rally as Gold, Copper Hit Records: Markets Wrap (Bloomberg)
06:33AM	Markets Are Wary After AI, Tariff, Rate Fears. A Santa Rally Is in the Balance. (Barrons.com)
05:44AM	Premarket movers: Clearwater Analytics, Nebius, Agnico Eagle Mines (MarketWatch)
05:39AM	These Stocks Are Moving the Most Today: Tesla, EA, Rocket Lab, DJT, Strategy, Clearwater Analytics, and More (Barrons.com)
05:10AM	Clearwater Analytics Stock Surges After $8.4 Billion Take-Private Deal. What to Know. (Barrons.com)
04:56AM	Permira-Warburg Pincus led group to acquire Clearwater Analytics for $8.4bn (Verdict)
04:27AM	Clearwater Analytics went on a buying spree. Now it's getting bought in an $8.4 billion deal. (MarketWatch)
03:35AM	Stock Market Today: Dow, S&P 500 and Nasdaq open higher as tech rebound continues (MarketWatch)
Dec-21-25 07:47PM	Permira-, Warburg-Led Consortium to Acquire Clearwater Analytics in $8.4B Deal (The Wall Street Journal)
03:20PM	Clearwater Analytics Reaches $8.4 Billion Take-Private Deal (Barrons.com)
02:33PM	Clearwater Analytics to Be Acquired for $8.4 Billion by Permira and Warburg Pincus, Supported by Francisco Partners and With Participation From Temasek (Business Wire)
10:39AM	Permira, Warburg to buy Clearwater Analytics for $8.4 billion (Reuters)
08:56AM	Clearwater Analytics Holdings (CWAN): Activist Investor Wants Share Price Boost (Insider Monkey)
Dec-17-25 03:29PM	Clearwater (CWAN) Analytics Sees Optimism From Analysts (Insider Monkey)
Dec-12-25 01:45PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
Dec-09-25 09:00AM	CWAN 2026 Outlook: Data-Driven Analysis Leveraging Institutional Assets Points to a Resilient U.S. Economy (Business Wire)
Dec-05-25 05:00PM	Clearwater Analytics Holdings, Inc. (CWAN): A Bull Case Theory (Insider Monkey)
Nov-21-25 05:02AM	DA Davidson Keeps Buy Rating on Clearwater Analytics (CWAN) Amid Takeover Interest (Insider Monkey)
Nov-18-25 06:49PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
07:42AM	Here's Artisan Small Cap Fund's Views on Clearwater Analytics Holdings (CWAN) (Insider Monkey)
Nov-17-25 08:53AM	Netflix stock briefly showed a 90% decline. Don't worry, it's a stock split. (Yahoo Finance Video)
Nov-16-25 11:17AM	Clearwater (CWAN) Jumps 19% as Firms Eye Takeover (Insider Monkey)
Nov-14-25 08:07PM	Warburg, Permira in talks to buy Clearwater Analytics, source says (Reuters)
Nov-12-25 06:31PM	Why Clearwater Analytics Was Quite a Winner on Wednesday (Motley Fool) +7.55%
11:53AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research)
10:55AM	Anthropic, Synopsys, Clearwater Analytics: Trending Tickers (Yahoo Finance Video)
09:00AM	CWAN Report: Insurance Industry's $2.7 Trillion Shift to Alternative Investments Creates Technology Gap (Business Wire)
07:00AM	Clearwater (CWAN) Soars 10% on Bargain-Hunting After 52-Week Low (Insider Monkey)
Nov-06-25 09:38AM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research) -8.20%
12:12AM	Clearwater Analytics Holdings Inc (CWAN) Q3 2025 Earnings Call Highlights: Record Revenue ... (GuruFocus.com)
Nov-05-25 06:25PM	Clearwater Analytics (CWAN) Q3 Earnings Lag Estimates (Zacks)
05:29PM	Clearwater Analytics: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	CWAN Reports 800+ AI Agents Now Available for Deployment Across $10 Trillion in Client Assets (Business Wire)
04:05PM	CWAN Announces Third Quarter 2025 Financial Results (Business Wire)
Nov-04-25 09:36AM	Oppenheimer Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) (Insider Monkey)
07:32AM	Clearwater Analytics Holdings Inc (CWAN) Q3 2025 Earnings Report Preview: What To Expect (GuruFocus.com)
Oct-30-25 09:39PM	Morgan Stanley Maintains a Buy Rating on Clearwater Analytics Holdings (CWAN) Stock (Insider Monkey)
10:00AM	Affirm Holdings (AFRM) Earnings Expected to Grow: Should You Buy? (Zacks)
Oct-29-25 10:00AM	Clearwater Analytics (CWAN) Earnings Expected to Grow: Should You Buy? (Zacks) -5.83%
Oct-23-25 09:00AM	CWAN and J.P. Morgan Asset Management Launch Automated Cash Management Solution for Hedge Funds (Business Wire)
Oct-22-25 04:15PM	CWAN to Participate in Upcoming Investor Conferences in Fourth Quarter 2025 (Business Wire)
04:15PM	CWAN to Announce Third Quarter 2025 Financial Results on November 5, 2025 (Business Wire)
Oct-17-25 09:54PM	Clearwater Analytics (CWAN) Supports T. Rowe Price Operations (Insider Monkey) +5.40%
Oct-06-25 09:00AM	Clearwater Analytics Implemented by T. Rowe Price to Modernize Stable Value Operations (Business Wire)
Oct-03-25 04:47AM	Clearwater Analytics Holdings, Inc. (CWAN) Targets $2.5 Trillion Private Credit Market (Insider Monkey)
Oct-02-25 11:40AM	EGHT or CWAN: Which Is the Better Value Stock Right Now? (Zacks)
Sep-30-25 04:13AM	Clearwater Analytics Holdings (CWAN) Announces New Features in its Alternative Assets Solution at Connect '25, (Insider Monkey)
04:01AM	William Blair Remains Bullish on Clearwater Analytics Holdings (CWAN) (Insider Monkey)
Sep-29-25 06:53PM	Riverbridge Joins Bullish Outlook on Clearwater Analytics Holdings, Inc. (CWAN) (Insider Monkey)
Sep-26-25 11:09AM	Morgan Stanley Maintains Buy Rating on Clearwater Analytics Holdings (CWAN) Stock (Insider Monkey)
Sep-19-25 06:55PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research) -5.59%
02:49PM	RBC Reiterates Outperform on Clearwater Analytics (CWAN) Amid Platform Expansion (Insider Monkey)
Sep-17-25 04:30PM	CWAN Enhances Alternative Assets Solution to Tackle $2.5 Trillion Private Credit Market (Business Wire)
09:00AM	CWAN Honors Investment Management Leaders with 2025 Excellence Awards (Business Wire)
Sep-16-25 09:00AM	CWAN and U.S. Bank Launch Compliance Solution for Government Clients (Business Wire)
Sep-15-25 09:00AM	Agile Investment Management Selects CWAN for Integrated Risk and Performance Analytics (Business Wire)
08:30AM	Here's What Weighed on Clearwater Analytics Holdings (CWAN) Stock (Insider Monkey)
Sep-12-25 10:07AM	Clearwater Analytics Holdings (CWAN) Slid in Q2 Despite Strong Results (Insider Monkey)
Sep-04-25 12:10PM	Here's What Analysts Think About Clearwater Analytics Holdings (CWAN) (Insider Monkey)
Sep-03-25 02:58PM	CWAN Announces $100 Million Share Repurchase Program (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market Update + Alphabet shares pop 7% to lift S&P 500 (PR Newswire)
Sep-02-25 09:00AM	CWAN to Host Investor Day on September 3, 2025 (Business Wire)
Aug-26-25 06:19AM	Clearwater Analytics Holdings, Inc. (CWAN): A Bull Case Theory (Insider Monkey)
Aug-25-25 10:45AM	DA Davidson Slashes PT on Clearwater Analytics Holdings (CWAN) to $34 From $36, Keeps a Buy Rating (Insider Monkey)
Aug-22-25 07:01PM	Analyst Report: Clearwater Analytics Holdings, Inc. (Morningstar Research) +6.38%
09:29AM	Artisan Small Cap Fund Moved Back Clearwater Analytics Holdings (CWAN) into the "Garden from the Crop" (Insider Monkey)
Aug-16-25 07:30AM	The old software investing playbook is dead. Here's where to put your money now. (MarketWatch)
Aug-12-25 01:07PM	Clearwater Analytics Gains As Investors Eye Growth Beyond Acquisition Jitters (Benzinga)
12:14PM	Clearwater Analytics (CWAN) Falls 6.44% on Dismal Earnings (Insider Monkey)
09:56AM	Cash held by US companies halved since 2021 amid high interest rates, data shows (Reuters)

Clearwater Analytics Holdings, Inc. engages in the provision of web-based investment portfolio accounting, reporting, and reconciliation services. It operates through the United States and Rest of World geographical segments. Its products include automated data aggregation and validation, investment accounting, integrated reporting tools, a user-friendly solution, and business-specific tools. The company was founded in 2004 and is headquartered in Boise, ID.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Das Souvik	Chief Technology Officer	Feb 09 '26	Sale	23.89	10,000	238,875	128,230	Feb 09 06:52 PM
SOUVIK DAS	Officer	Feb 09 '26	Proposed Sale	23.85	10,000	238,500		Feb 09 04:31 PM
Cox James S	Chief Financial Officer	Jan 15 '26	Option Exercise	4.40	34,110	150,084	434,807	Jan 20 09:50 AM
Cox James S	Chief Financial Officer	Jan 15 '26	Sale	24.14	18,700	451,440	395,697	Jan 20 09:50 AM
JAMES COX	Officer	Jan 15 '26	Proposed Sale	24.14	18,700	451,418		Jan 15 04:23 PM
Das Souvik	Chief Technology Officer	Jan 08 '26	Sale	24.08	10,000	240,825	138,230	Jan 12 05:24 PM
SOUVIK DAS	Officer	Jan 08 '26	Proposed Sale	24.11	10,000	241,100		Jan 08 04:22 PM
Das Souvik	Chief Technology Officer	Jan 01 '26	Option Exercise	0.00	89,062	0	189,818	Jan 05 06:33 PM
Das Souvik	Chief Technology Officer	Jan 01 '26	Sale	24.09	41,594	1,002,103	148,224	Jan 05 06:33 PM
Cox James S	Chief Financial Officer	Jan 01 '26	Option Exercise	0.00	130,339	0	464,400	Jan 05 06:33 PM
Cox James S	Chief Financial Officer	Jan 01 '26	Sale	24.09	63,709	1,534,909	400,691	Jan 05 06:33 PM
Erickson Scott Stanley	Chief Revenue Officer	Jan 01 '26	Option Exercise	0.00	93,924	0	117,303	Jan 05 06:32 PM
Erickson Scott Stanley	Chief Revenue Officer	Jan 01 '26	Sale	24.09	44,386	1,069,370	72,917	Jan 05 06:32 PM
Sethi Subi	Chief Client Officer	Jan 01 '26	Option Exercise	0.00	67,575	0	302,835	Jan 05 06:32 PM
Sethi Subi	Chief Client Officer	Jan 01 '26	Sale	24.09	25,646	617,876	277,189	Jan 05 06:32 PM
Sahai Sandeep	Chief Executive Officer	Jan 01 '26	Option Exercise	0.00	295,318	0	1,227,053	Jan 05 06:30 PM
Sahai Sandeep	Chief Executive Officer	Jan 01 '26	Sale	24.09	134,130	3,231,527	1,092,923	Jan 05 06:30 PM
Cox James S	Chief Financial Officer	Dec 31 '25	Option Exercise	0.00	10,937	0	339,920	Jan 05 06:21 PM
Cox James S	Chief Financial Officer	Dec 31 '25	Sale	24.08	5,859	141,106	334,061	Jan 05 06:21 PM
Das Souvik	Chief Technology Officer	Dec 31 '25	Option Exercise	0.00	9,843	0	106,029	Jan 05 06:14 PM
Das Souvik	Chief Technology Officer	Dec 31 '25	Sale	24.08	5,273	126,993	100,756	Jan 05 06:14 PM
Sethi Subi	Chief Client Officer	Dec 31 '25	Option Exercise	0.00	15,624	0	242,604	Jan 05 06:14 PM
Sethi Subi	Chief Client Officer	Dec 31 '25	Sale	24.08	7,344	176,870	235,260	Jan 05 06:14 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 31 '25	Option Exercise	0.00	8,281	0	27,833	Jan 05 06:13 PM
Erickson Scott Stanley	Chief Revenue Officer	Dec 31 '25	Sale	24.08	4,454	107,268	23,379	Jan 05 06:13 PM
Sahai Sandeep	Chief Executive Officer	Dec 31 '25	Option Exercise	0.00	34,529	0	948,129	Jan 05 06:11 PM
Sahai Sandeep	Chief Executive Officer	Dec 31 '25	Sale	24.08	16,394	394,827	931,735	Jan 05 06:11 PM
WCAS XIII Associates LLC	Affiliate	Dec 22 '25	Proposed Sale	24.06	4,373,951	105,237,261		Dec 22 07:47 PM
Cox James S	Chief Financial Officer	Dec 17 '25	Option Exercise	4.40	18,857	82,971	347,840	Dec 18 09:35 AM
Cox James S	Chief Financial Officer	Dec 17 '25	Sale	22.00	7,425	163,350	328,983	Dec 18 09:35 AM
JAMES COX	Officer	Dec 17 '25	Proposed Sale	21.50	7,425	159,638		Dec 17 04:26 PM
Cox James S	Chief Financial Officer	Dec 15 '25	Option Exercise	4.40	16,039	70,572	350,022	Dec 17 09:23 AM
Cox James S	Chief Financial Officer	Dec 15 '25	Sale	21.41	11,275	241,377	328,983	Dec 17 09:23 AM
JAMES COX	Officer	Dec 15 '25	Proposed Sale	21.81	11,275	245,908		Dec 15 04:28 PM
Das Souvik	Chief Technology Officer	Dec 08 '25	Sale	21.59	10,000	215,880	96,186	Dec 09 05:13 PM
SOUVIK DAS	Officer	Dec 08 '25	Proposed Sale	21.71	10,000	217,100		Dec 08 04:32 PM
Cox James S	Chief Financial Officer	Nov 25 '25	Option Exercise	4.40	75,427	331,879	409,410	Nov 26 05:57 PM
Cox James S	Chief Financial Officer	Nov 25 '25	Sale	22.00	29,700	653,400	333,983	Nov 26 05:57 PM
JAMES COX	Officer	Nov 25 '25	Proposed Sale	21.70	29,700	644,490		Nov 25 04:27 PM
Cox James S	Chief Financial Officer	Nov 17 '25	Option Exercise	4.40	16,412	72,213	355,395	Nov 19 05:35 PM
Cox James S	Chief Financial Officer	Nov 17 '25	Sale	19.74	11,275	222,612	333,983	Nov 19 05:35 PM
JAMES COX	Officer	Nov 17 '25	Proposed Sale	19.25	11,275	217,044		Nov 17 04:26 PM
Das Souvik	Chief Technology Officer	Nov 12 '25	Sale	20.21	20,000	404,194	106,066	Nov 14 04:24 PM
SOUVIK DAS	Officer	Nov 12 '25	Proposed Sale	18.40	20,000	368,000		Nov 12 04:37 PM
Cox James S	Chief Financial Officer	Oct 15 '25	Option Exercise	4.40	16,898	74,351	360,881	Oct 16 07:26 PM
Cox James S	Chief Financial Officer	Oct 15 '25	Sale	17.98	11,275	202,678	338,983	Oct 16 07:26 PM
JAMES COX	Officer	Oct 15 '25	Proposed Sale	17.90	11,275	201,822		Oct 15 04:20 PM
Sethi Subi	Chief Client Officer	Sep 30 '25	Option Exercise	0.00	15,626	0	234,414	Oct 01 09:06 PM
Sethi Subi	Chief Client Officer	Sep 30 '25	Sale	17.68	7,434	131,412	226,980	Oct 01 09:06 PM
Das Souvik	Chief Technology Officer	Sep 30 '25	Option Exercise	0.00	9,844	0	141,393	Oct 01 09:05 PM
Das Souvik	Chief Technology Officer	Sep 30 '25	Sale	17.68	5,327	94,166	136,066	Oct 01 09:05 PM
Erickson Scott Stanley	Chief Revenue Officer	Sep 30 '25	Option Exercise	0.00	8,281	0	24,057	Oct 01 09:02 PM
Erickson Scott Stanley	Chief Revenue Officer	Sep 30 '25	Sale	17.68	4,505	79,636	19,552	Oct 01 09:02 PM
Cox James S	Chief Financial Officer	Sep 30 '25	Option Exercise	0.00	10,938	0	349,902	Oct 01 09:01 PM
Cox James S	Chief Financial Officer	Sep 30 '25	Sale	17.68	5,919	104,631	343,983	Oct 01 09:01 PM
Sahai Sandeep	Chief Executive Officer	Sep 30 '25	Option Exercise	0.00	34,529	0	930,192	Oct 01 09:01 PM
Sahai Sandeep	Chief Executive Officer	Sep 30 '25	Sale	17.68	16,592	293,300	913,600	Oct 01 09:01 PM
Cox James S	Chief Financial Officer	Sep 15 '25	Option Exercise	4.40	16,457	72,411	360,421	Sep 17 07:55 PM
Cox James S	Chief Financial Officer	Sep 15 '25	Sale	19.51	11,275	219,937	338,964	Sep 17 07:55 PM
JAMES COX	Officer	Sep 15 '25	Proposed Sale	19.61	11,275	221,103		Sep 15 04:33 PM
Das Souvik	Chief Technology Officer	Sep 08 '25	Sale	20.57	10,000	205,750	121,549	Sep 10 05:51 PM
SOUVIK DAS	Officer	Sep 08 '25	Proposed Sale	20.77	10,000	207,700		Sep 08 04:22 PM
Sahai Sandeep	Chief Executive Officer	Aug 22 '25	Option Exercise	4.40	109,483	481,725	1,005,146	Aug 25 05:28 PM
Sahai Sandeep	Chief Executive Officer	Aug 22 '25	Sale	20.12	46,962	944,918	895,663	Aug 25 05:28 PM
Das Souvik	Chief Technology Officer	Aug 20 '25	Sale	20.00	10,000	200,000	132,549	Aug 21 05:58 PM
Sahai Sandeep	Chief Executive Officer	Aug 20 '25	Option Exercise	4.40	7,094	31,214	902,757	Aug 21 05:55 PM
Sahai Sandeep	Chief Executive Officer	Aug 20 '25	Sale	20.01	3,038	60,790	895,663	Aug 21 05:55 PM
SOUVIK DAS	Officer	Aug 20 '25	Proposed Sale	19.80	10,000	198,000		Aug 20 04:21 PM
SANDEEP SAHAI	Director	Aug 20 '25	Proposed Sale	19.80	50,000	990,000		Aug 20 04:20 PM
Cox James S	Chief Financial Officer	Aug 15 '25	Option Exercise	4.40	16,485	72,534	365,449	Aug 18 05:40 PM
Cox James S	Chief Financial Officer	Aug 15 '25	Sale	19.42	11,275	218,906	343,964	Aug 18 05:40 PM
JAMES COX	Officer	Aug 15 '25	Proposed Sale	19.37	11,275	218,397		Aug 15 04:23 PM
Cox James S	Chief Financial Officer	Jul 15 '25	Option Exercise	4.40	34,584	152,170	388,548	Jul 16 05:17 PM
Cox James S	Chief Financial Officer	Jul 15 '25	Sale	22.50	18,700	420,694	348,964	Jul 16 05:17 PM
Sahai Sandeep	Chief Executive Officer	Jul 14 '25	Option Exercise	4.40	113,648	500,051	1,009,311	Jul 15 06:05 PM
Sahai Sandeep	Chief Executive Officer	Jul 14 '25	Sale	22.15	50,000	1,107,625	895,663	Jul 15 06:05 PM
JAMES COX	Officer	Jul 15 '25	Proposed Sale	22.06	18,700	412,522		Jul 15 04:27 PM
SANDEEP SAHAI	Director	Jul 14 '25	Proposed Sale	21.84	50,000	1,092,000		Jul 14 04:19 PM
Sethi Subi	Chief Client Officer	Jun 30 '25	Option Exercise	0.00	15,624	0	226,146	Jul 02 04:55 PM
Sethi Subi	Chief Client Officer	Jun 30 '25	Sale	21.67	7,358	159,471	218,788	Jul 02 04:55 PM
Erickson Scott Stanley	Chief Revenue Officer	Jun 30 '25	Option Exercise	0.00	8,282	0	20,236	Jul 02 04:54 PM
Erickson Scott Stanley	Chief Revenue Officer	Jun 30 '25	Sale	21.67	4,460	96,662	15,776	Jul 02 04:54 PM
Das Souvik	Chief Technology Officer	Jun 30 '25	Option Exercise	0.00	9,844	0	147,822	Jul 02 04:54 PM
Das Souvik	Chief Technology Officer	Jun 30 '25	Sale	21.67	5,273	114,283	142,549	Jul 02 04:54 PM
Cox James S	Chief Financial Officer	Jun 30 '25	Option Exercise	0.00	10,937	0	359,822	Jul 02 04:53 PM
Cox James S	Chief Financial Officer	Jun 30 '25	Sale	21.67	5,858	126,962	353,964	Jul 02 04:53 PM
Sahai Sandeep	Chief Executive Officer	Jun 30 '25	Option Exercise	0.00	34,529	0	912,087	Jul 02 04:52 PM
Sahai Sandeep	Chief Executive Officer	Jun 30 '25	Sale	21.67	16,424	355,961	895,663	Jul 02 04:52 PM
CORBET KATHLEEN A	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	24,832	Jun 25 04:50 PM
Singh Jaswinder Pal	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	33,575	Jun 25 04:49 PM
Jones Lisa	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	29,065	Jun 25 09:09 AM
AIGRAIN JACQUES	Director	Jun 23 '25	Option Exercise	0.00	10,334	0	22,962	Jun 25 09:05 AM
Cox James S	Chief Financial Officer	Jun 16 '25	Option Exercise	4.40	34,700	152,680	388,585	Jun 18 10:46 AM
Cox James S	Chief Financial Officer	Jun 16 '25	Sale	22.25	18,700	416,062	348,885	Jun 18 10:46 AM
Sahai Sandeep	Chief Executive Officer	Jun 13 '25	Option Exercise	4.40	113,524	499,506	990,278	Jun 16 07:58 PM
Sahai Sandeep	Chief Executive Officer	Jun 13 '25	Sale	22.25	50,000	1,112,565	876,754	Jun 16 07:58 PM
JAMES COX	Officer	Jun 16 '25	Proposed Sale	22.11	18,700	413,457		Jun 16 04:29 PM
SANDEEP SAHAI	Director	Jun 13 '25	Proposed Sale	22.82	50,000	1,141,000		Jun 13 04:47 PM
WCAS XIII CARBON ANALYTICS ACQ	10% Owner	Jun 12 '25	Sale	24.07	14,137,500	340,289,625	0	Jun 12 09:14 PM
WCAS XIII Associates LLC	Affiliate	Jun 10 '25	Proposed Sale	24.75	14,137,500	349,903,125		Jun 10 07:07 PM

BANC

Banc of California Inc

CWAN

Clearwater Analytics Holdings Inc

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