$YOU

Alclear Investments, LLC sold $6.4M of YOU

Alclear Investments, LLC sold 120,640 shares of Clear Secure, Inc. (YOU) at $53.40 ($6.44M total) on 2026-07-14 under a Rule 10b5-1 trading plan.

Original reporting
SEC EDGAR · Alclear Investments, LLC
Published Jul 16, 2026, 9:09 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Jul 16, 2026, 9:11 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$YOU
Neutral
medium confidence
Mentioned
$YOU
Relevance
5/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$YOUNeutralLow
01

Why it matters

A director and 10% owner sold 120,640 shares at $53.40/share on 2026-07-14, leaving 31,147 shares, with the sale executed under a Rule 10b5-1 plan.

02

Market read

Traders may monitor for follow-on insider activity, but the 10b5-1 structure makes this less likely to be a fundamental catalyst.

03

What to watch

The filing does not disclose reasons for the sale or any offsetting insider buys; traders should compare with prior insider activity and total insider ownership trends.

Relevance 5/10Novelty 5/10Timing: as of the latest Form 4 filing date, 2026-07-16

Background

The article is an SEC Form 4 insider transaction disclosure for Clear Secure, Inc. (YOU).

Company-level read

Ticker impact

$YOUNeutralMedium confidence
Context

Clear Secure, Inc. (YOU) disclosed a director and 10% owner open-market sale of 120,640 shares for about $6.44M under a 10b5-1 plan.

Expected impact

Likely limited near-term impact; any effect is more sentiment than fundamentals.

Evidence & confidence

The filing is a primary Form 4 disclosure with transaction size and price, but the presence of a 10b5-1 plan reduces the likelihood of an immediate information shock.

Market effects

No sector-level read-across; this is company-specific insider activity.

None indicated.

None indicated.

Counterpoint

Because the sale is under a pre-arranged 10b5-1 plan, it may reflect routine liquidity needs rather than bearish expectations.

Key entities

  • Clear Secure, Inc.

    Subject of the Form 4 insider transaction disclosure.

  • Alclear Investments, LLC

    Reporter and 10% owner/director entity that sold shares.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$YOUMedAI 8/10

DA Davidson cuts Clear Secure stock price target on weaker TSA data

DA Davidson reduced its price target for Clear Secure (NYSE:YOU) to $45 from $55, citing weaker TSA checkpoint data. The stock trades at $42.58. TSA traffic declined 4.4% year-over-year in August, with Q3-to-date volumes down 2.8%. Despite this, Clear Secure reported strong Q2 earnings, exceeding estimates with $0.49 EPS and $277.8M revenue. JPMorgan initiated coverage with an overweight rating and $55 target.

$YOUMed

Clear Secure’s (YOU) Profits Are Soaring While Growth Signals Cool

Clear Secure (YOU) reported Q2 revenue of $277.8M, up 26.6% YoY, with bookings up 32.8%. Operating income reached $83M, a 29.9% margin. The company raised its full-year free cash flow target to at least $480M. However, Q3 guidance suggests slower growth, with revenue and bookings growth expected to decelerate to 24.6% and 20.5%, respectively. Hedge fund ownership and share repurchases have declined, while short interest stands at 15.62% of the float.

$YOUMed

Clear Secure (YOU) Q2 2026 Earnings Call Transcript

Clear Secure (YOU) held its Q2 2026 earnings call, citing a 36.4% adjusted EBITDA margin and $189 million free cash flow, up 60% year over year. Revenue rose 26.6% to $277.8 million, and bookings grew 32.8% to $295.9 million. The company said CLEAR Travel network expanded to 62 airports, with 8.3 million active CLEAR+ members, and it raised standard pricing to $219 effective July 1.

$YOUHighAI 9/10

CLEAR Secure Q2 Earnings Call Highlights

CLEAR Secure reported Q2 operating income of $83M and adjusted EBITDA of $101.1M, with about 900 bps adjusted EBITDA margin expansion. eGates covered over 70% of its network at quarter-end. CLEAR raised standard membership pricing to $219 from July 1. Q3 revenue guidance is $284M to $287M, bookings $311M to $316M, and FY2026 free cash flow at least $480M.

$YOUMed

Clear Secure, Inc. Q2 2026 Earnings Call Summary

Clear Secure, Inc. reported Q2 2026 results highlighted by 33% higher bookings and record free cash flow, with adjusted EBITDA margin of 36.4%. Full-year 2026 free cash flow guidance was raised to at least $480 million. Management cited a July 1 price increase to $219, eGates coverage over 70%, and a $315 million partnership liability settlement in Q3.