Jones Lisa — SEC Form 4 filings
SEC reporting owner CIK 1417919. 3 Form 4 filings on record with FilingPulse; latest filed 2026-06-25.
Transaction summary — filings shown
Covers all 3 filings on record, filed 2024-06-20 to 2026-06-25. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 11.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Clearwater Analytics Holdings, Inc. (CWAN) | Director | 3 | — | — | 11 |
Form 4 filings — Jones Lisa
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-25 | 4 | Clearwater Analytics Holdings, Inc. (CWAN) | Disposition to issuer (D): 26,584 @ $24.55 · Disposition to issuer (D): 15,339 (derivative) @ $24.55 | EDGAR |
| 2025-06-25 | 4 | Clearwater Analytics Holdings, Inc. (CWAN) | Option exercise (M): 10,334 @ $0 · Tax withholding (F): 2,481 @ $21.65 · Option exercise (M): 10,334 (derivative) @ $0 · Grant/award (A): 8,765 (derivative) @ $0 · Grant/award (A): 6,574 (derivative) @ $0 | EDGAR |
| 2024-06-20 | 4 | Clearwater Analytics Holdings, Inc. (CWAN) | Option exercise (M): 12,248 @ $0 · Tax withholding (F): 2,940 @ $20.10 · Option exercise (M): 12,248 (derivative) @ $0 · Grant/award (A): 10,334 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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