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EdgarHawk

Alclear Investments II, LLC

Director

Director 10% Owner
8 filings analyzed · 1 company · Latest 2025-05-22

Companies

Company Buys Sells Direction
Clear Secure, Inc. YOU 0 53 Net selling

Activity

May 2025
2025-05-22 Clear Secure, Inc. YOU
high
Sell
350,907 shares
$8,958,489
Significance 7/10

Director-controlled entity sells 350.9K shares (70.2% of holdings) for $8,958,488.79 at blended avg $25.53

Alclear Investments II, LLC executed 2 separate sales totaling 350,907 shares for $8,958,488.79, reducing holdings from 500,000 shares to 149,093 shares—a 70.2% reduction. The blended average price of $25.53 is 0.39% above the current market price of $25.43, positioning the sales just slightly above current levels. The insider's cross-ticker track record shows a 90-day well-timed rate of 100.00% across 8 prior sells (all subsequent declines), though same-ticker history at YOU shows 2 of 2 prior measurable sales also resulted in negative 90-day returns. The company fundamentals remain solid: $211.4M quarterly revenue, +25.6% annual growth, $25.4M net income, and a 12.65 P/E, suggesting no near-term distress. The stock is currently -33.9% from its 52-week high of $38.45, and this substantial insider liquidation—the latest in a pattern of 5 sales within 8 days (May 13–22)—warrants examination of whether the director sees valuation constraints at current levels or other catalysts ahead.

2025-05-16 Clear Secure, Inc. YOU
high
Sell
607,057 shares
$15,197,310
Significance 8/10

Director sold 607,057 shares in 2 transactions (May 14–15) at $25.02–$25.05; complete stake liquidation totaling $15,197,310.12.

Alclear Investments II, LLC, a director at Clear Secure, executed a complete exit from the company, divesting 607,057 shares (100.0% of pre-transaction holdings) in two separate sales on May 14–15, 2025 at blended average price $25.03 ($15.2M total). The director has demonstrated strong timing discipline at this ticker: 4 of 4 prior measurable sales showed negative 90-day returns (ranging from -15.0% to -20.3%), indicating sells occurred before subsequent declines. The current stock price of $24.63 is -35.9% from the 52-week high of $38.45, and the company shows solid fundamentals (revenue $211.4M, net income $25.4M, annual growth +25.6%, P/E 12.25). The full-position liquidation by a director is a material event; combined with a perfect 4/4 historical timing record at this ticker, the sale warrants investor scrutiny of forward catalysts and management's confidence signals.

2025-05-15 Clear Secure, Inc. YOU
high
Sell
109,409 shares
$2,760,389
Significance 7/10

Director Alclear Investments II, LLC sold 109.4K shares of YOU at $25.23, exiting full position worth $2.8M

Alclear Investments II, LLC completely liquidated its 109,409 shares in Clear Secure on 2025-05-13, reducing holdings from 109.4K to 0 shares. The sale occurred at $25.23 per share, with the stock now trading at $24.64 (-35.9% from its 52-week high of $38.45). At the same-ticker level, the insider's prior three measurable sales (2024-09-17, 2024-09-18, 2024-10-11) all delivered negative 90-day returns (-19.6%, -19.3%, -20.3%), and the timing pattern shows 3 of 3 prior sells were well-timed at the 90-day mark. The company's fundamentals remain solid: $211.4M in latest-quarter revenue, $25.4M net income, and 25.6% annual revenue growth with a P/E of 12.26. This complete exit by a director, following a pattern of historically well-timed sales, warrants investor attention given the magnitude and the established track record at this specific ticker.

October 2024
2024-10-15 Clear Secure, Inc. YOU
high
Sell
150,000 shares
$5,112,000
Significance 7/10

Director Alclear Investments II exits 150,000 YOU shares ($5.1M) at $34.08; full position liquidation after three prior sales in Sept.

Alclear Investments II completed a complete liquidation of its 150,000 shares on 2024-10-11, raising $5,112,000.00, following three sales within a 9-day window from 2024-09-09 to 2024-09-17. This cascade of exits—totaling 150,000 shares across four distinct transactions—represents full position elimination by a director, rather than a routine partial sale. The transactions occurred as YOU shares posted a +17.1% gain over 30 days and +71.6% over 90 days, with the stock now trading at its 52-week high of $35.49. While the cross-ticker track record shows an average 30-day return of +7.4% on prior sales, the same-ticker history shows the earliest measurable outcome (2024-09-09 sale) delivered +7.4% over 30 days, leaving longer-term evaluation pending. The company's fundamentals—$186.7M quarterly revenue, +40.3% annual growth, and 43.28 P/E—suggest strong operational momentum, yet the director chose full exit rather than retention at current valuations.

September 2024
2024-09-20 Clear Secure, Inc. YOU
high
Sell
150,000 shares
$4,956,000
Significance 7/10

Director Alclear Investments II sells entire 150.0K share position at $33.04, exiting stake days after stock approached 52-week high of $32.87.

Alclear Investments II (Director) executed a complete exit of its 150,000 share position in Clear Secure on 2024-09-18 at $33.04 per share, generating $4,956,000.00 in proceeds and reducing holdings to 0 shares. This full liquidation occurs after the stock recovered sharply—up 75.2% over 90 days and 17.3% over the prior 30 days—and was transacted near the 52-week high of $32.87. The director completed this exit across three separate sales over consecutive trading days (2024-09-09, 2024-09-16, and 2024-09-18), suggesting a deliberate unwinding rather than a single forced transaction. Given that Clear Secure's fundamentals remain strong (revenue growth of 40.3% year-over-year and recent quarterly revenue of $186.7M), the timing of a complete position exit as the stock approaches multi-month highs warrants investor attention to whether the director's decision reflects valuation concerns at current levels or a portfolio rebalancing unrelated to company fundamentals.

2024-09-19 Clear Secure, Inc. YOU
high
Sell
250,000 shares
$8,075,000
Significance 7/10

Director Alclear Investments II, LLC sells entire 250,000-share YOU position for $8.1M at $32.30 on 2024-09-17, eliminating holdings.

Alclear Investments II, LLC, a director at Clear Secure, Inc., executed a complete exit of its equity stake, liquidating 250,000 shares (-100.0% vs pre-transaction holdings) for $8,075,000.00 on 2024-09-17. The sale occurred at $32.30, well-positioned relative to the 52-week high of $32.87 and notably near the current price of $32.87 (+0.0% from 52-week high), indicating the director sold near the stock's recent peak after a sharp rally (+75.3% over 90 days). This complete divestiture is particularly significant given the company's strong operational backdrop: annual revenue growth of +40.3%, latest quarterly revenue of $186.7M, and net income of $24.1M, suggesting the exit is not driven by fundamental deterioration. The timing of this full liquidation warrants investor attention, as it removes a director-level shareholder entirely despite the company's robust growth trajectory and near all-time-high valuation.

2024-09-18 Clear Secure, Inc. YOU
high
Sell
122,579 shares
$3,804,852
Significance 6/10

Director Alclear Investments II, LLC exits entire Clear Secure position: 122,579 shares sold at $31.04 on 2024-09-16 ($3.8M), reducing holdings to 0.

Alclear Investments II, LLC, a director of Clear Secure, executed a complete liquidation of its shareholding by selling 122,579 shares (122.6K shares) for $3,804,852.16 ($3.8M) on 2024-09-16. This represents a 100.0% reduction in the filer's holdings, moving from 122,579 shares to 0 shares post-transaction. The sale occurred at $31.04 per share while the stock currently trades at $32.47, near its 52-week high of $32.59 and up 72.8% over the past 90 days. The company maintains solid fundamentals with revenue of $186,745,000.00 ($186.7M) in the latest quarter and annual growth of 40.3%, though the P/E ratio of 39.60 reflects a premium valuation. This complete exit during a period of strong price momentum and following at least two additional sales on 2024-09-17 and 2024-09-18 signals a deliberate and substantial reduction in insider ownership exposure.

2024-09-11 Clear Secure, Inc. YOU
high
Sell
227,021 shares
$7,049,002
Significance 8/10

Director entity Alclear Investments II sold entire 227,021-share stake in YOU for $7.0M at $31.05 on 2024-09-09

Alclear Investments II, a director, liquidated its complete position of 227,021 shares, reducing holdings from 227,021 shares to 0 shares post-transaction. The sale occurred at $31.05 per share, yielding $7,049,002.05, at a time when the 52-week high was $30.50—meaning the trade executed within the upper band of recent trading range. The stock has since declined 3.7% from that 52-week peak to the current $29.37, while the company generated $186.7M in quarterly revenue with $24.1M net income and +40.3% annual revenue growth. A complete exit by a director entity warrants investor attention regarding the filer's assessment of near-term opportunity relative to longer-term value prospects.

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