Insider Trading February 20, 2026

Clearwater Analytics CRO Erickson Sells $1.75M in Stock as Strategic Developments Unfold

Senior revenue executive sells shares the same day performance stock units vest amid merger activity and client win

By Maya Rios CWAN
Clearwater Analytics CRO Erickson Sells $1.75M in Stock as Strategic Developments Unfold
CWAN

Clearwater Analytics Holdings Inc. Chief Revenue Officer Scott Stanley Erickson sold 74,530 shares of Class A common stock on February 18, 2026, for approximately $1.747 million while simultaneously receiving 140,248 shares from vested performance stock units. The transaction comes as Clearwater’s go-shop period under a buyout agreement led by Permira and Warburg Pincus closed without competing offers, prompting several broker downgrades and a sizable client mandate from Generali Deutschland AG.

Key Points

  • Erickson sold 74,530 Class A shares on February 18, 2026 at $23.4417 per share, totaling $1,747,109.
  • On the same day, 140,248 Class A shares vested to Erickson from performance stock units at a price of $0.
  • Clearwaters go-shop period under the Permira and Warburg Pincus-led acquisition expired without alternative offers; meanwhile, Generali Deutschland AG selected Clearwater to manage its 80 billion unit-linked fund life insurance business.

Clearwater Analytics Holdings Inc. reported a notable insider transaction on February 18, 2026, when Chief Revenue Officer Scott Stanley Erickson disposed of 74,530 shares of Class A common stock at a sale price of $23.4417 per share. The aggregate proceeds from that sale totaled $1,747,109.

On the same date, Erickson also received 140,248 Class A shares that vested from performance stock units. Those vested shares were recorded at a price of $0, reflecting their issuance through the companys equity compensation plan rather than an open-market purchase.

The insider activity coincides with several corporate developments for Clearwater. The company said its go-shop period, which was part of the terms surrounding a proposed acquisition by an investor group led by Permira and Warburg Pincus, expired without any alternative acquisition proposals. The absence of competing bids left the original transaction terms intact.

Market analysts reacted to the acquisition news with adjustments to coverage recommendations. Morgan Stanley lowered its rating on Clearwater from Overweight to Equalweight. UBS and DA Davidson also moved their ratings to Neutral, each citing the acquisition process as a factor in their reassessments.

Separately, Clearwater secured a multi-year mandate from Generali Deutschland AG to manage the insurers 80 billion unit-linked fund life insurance business on Clearwaters platform. The agreement is intended to consolidate Generalis portfolio management and related processes on Clearwaters systems.

Taken together, the insider sale and concurrent vesting, the closed go-shop process for the buyout led by Permira and Warburg Pincus, the subsequent analyst downgrades, and the generational client engagement with Generali Deutschland AG illustrate several simultaneous strategic and market-facing developments for Clearwater Analytics.


Contextual note: The facts in this report are limited to the transactions and company announcements described above. Where information is not specified, this article reflects those limitations rather than introducing additional detail.

Risks

  • Analyst downgrades related to the acquisition process may affect investor sentiment - this primarily impacts financial markets and the software/fintech sector.
  • Uncertainty around the completed buyout terms after the go-shop period closed without competing bids could leave strategic outcomes unresolved - this affects Clearwaters corporate governance and prospective valuation.
  • Consolidation of client portfolio management for large insurance mandates introduces execution risk tied to platform integration - this impacts the insurance and asset management sectors.

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